Portfolio of WinvestYC on eToro

WinvestYC

🇵🇪 Stock Multi-Strategy Investor.

1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-1.65%

This Month

+1.45%

Year To Date

+20.68%

2 Years

+50.79%

5 Years

+50.79%

10 Years

+9.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.98%
🖥️ Technology Services
28.23%
💇‍♀️ Consumer Services
13.74%
🧬 Health Technology
10.14%
🚚 Transportation
6.38%
🍞 Consumer Non Durables
4.79%
🧪 Process Industries
3.46%
🛍️ Retail Trade
2.38%
🏥 Health Services
1.85%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
75.74%
🇺🇸 NYSE
24.2%

Countries Breakdown

Country
Total

🇺🇸 United States
92.05%
🇳🇱 Netherlands
7.89%

Dividends

Dividend Yield

1.8%

14 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $FMC (12.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FMC	0.43%	12.42%	$2.32
UPS	0.36%	5.7%	$6.5
SIRI	0.3%	5.16%	$0.1
PEP	0.17%	3.49%	$5.15
MRK	0.16%	2.76%	$3.04
TGT	0.09%	3.92%	$4.42
UNH	0.06%	3.03%	$7.74
MSFT	0.05%	0.87%	$3
GOOG	0.05%	0.28%	$0.2
ASML	0.04%	0.51%	$5.57
BKNG	0.03%	0.9%	$17.5
LLY	0.03%	0.61%	$4.86
AAPL	0.02%	0.39%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.5/10

Beta

1.02

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-3.07

-4

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-3.07

-4

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.19

High:

ASML

50.77

Low:

FMC

-0.81

Details

PEG Ratio

103.98

High:

BKNG

735.02

Low:

DUOL

4.47

Details

Price/Book

14.17

High:

AAPL

43.99

Low:

BKNG

-28.24

Details

Price/Sales

10.61

High:

NVDA

24.2

Low:

TGT

0.5

Details

Price/CF

30.11

High:

FMC

164.34

Low:

SIRI

3.75

Details

Price/FCF

56.52

High:

PEP

5,797.72

Low:

SIRI

8.09

Details

P/E Ratio

33.19

High:

ASML

50.77

Low:

FMC

-0.81

Details

PEG Ratio

103.98

High:

BKNG

735.02

Low:

DUOL

4.47

Details

Price/Book

14.17

High:

AAPL

43.99

Low:

BKNG

-28.24

Details

Price/Sales

10.61

High:

NVDA

24.2

Low:

TGT

0.5

Details

Price/CF

30.11

High:

FMC

164.34

Low:

SIRI

3.75

Details

Price/FCF

56.52

High:

PEP

5,797.72

Low:

SIRI

8.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.61%	Sep 2021	Feb 2024	29
-7.29%	Dec 2024	Aug 2025	8
-3.68%	Apr 2024	Jun 2024	2
-2.16%	Jul 2024	Sep 2024	2
-1.93%	May 2021	Jul 2021	2
-1.65%	Feb 2026	-	1
-0.36%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of WinvestYC on eToro

WinvestYC

🇵🇪 Stock Multi-Strategy Investor.

1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-1.65%

This Month

+1.45%

Year To Date

+20.68%

2 Years

+50.79%

5 Years

+50.79%

10 Years

+9.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.98%
🖥️ Technology Services
28.23%
💇‍♀️ Consumer Services
13.74%
🧬 Health Technology
10.14%
🚚 Transportation
6.38%
🍞 Consumer Non Durables
4.79%
🧪 Process Industries
3.46%
🛍️ Retail Trade
2.38%
🏥 Health Services
1.85%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
75.74%
🇺🇸 NYSE
24.2%

Countries Breakdown

Country
Total

🇺🇸 United States
92.05%
🇳🇱 Netherlands
7.89%

Dividends

Dividend Yield

1.8%

14 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $FMC (12.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FMC	0.43%	12.42%	$2.32
UPS	0.36%	5.7%	$6.5
SIRI	0.3%	5.16%	$0.1
PEP	0.17%	3.49%	$5.15
MRK	0.16%	2.76%	$3.04
TGT	0.09%	3.92%	$4.42
UNH	0.06%	3.03%	$7.74
MSFT	0.05%	0.87%	$3
GOOG	0.05%	0.28%	$0.2
ASML	0.04%	0.51%	$5.57
BKNG	0.03%	0.9%	$17.5
LLY	0.03%	0.61%	$4.86
AAPL	0.02%	0.39%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.5/10

Beta

1.02

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-3.07

-4

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-3.07

-4

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

5,797.72

Low:

SIRI

8.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.61%	Sep 2021	Feb 2024	29
-7.29%	Dec 2024	Aug 2025	8
-3.68%	Apr 2024	Jun 2024	2
-2.16%	Jul 2024	Sep 2024	2
-1.93%	May 2021	Jul 2021	2
-1.65%	Feb 2026	-	1
-0.36%	Oct 2024	Nov 2024	1