Portfolio of WisePortfolio on eToro

WisePortfolio

🇵🇱 ETF Multi-Strategy Investor.

5 copiers.

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

Summary

-2.43%

This Month

+2.86%

Year To Date

+27.62%

2 Years

+41.55%

5 Years

+41.55%

10 Years

+10.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
86.21%
💵 Cash
14.62%
🖥️ Technology Services
3.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.15%
🇺🇸 Nasdaq
17.1%
🇬🇧 LSE
10.31%
🇺🇸 Chicago Board Options Exchange
2.78%

Countries Breakdown

Country
Total

🇺🇸 United States
3.13%

Dividends

Dividend Yield

0.01%

2 out of 54 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MSFT (0.87%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GOOG	0.01%	0.28%	$0.2
MSFT	0.01%	0.87%	$3

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.1/10

Beta

0.55

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

0.96

Jensen's Alpha

-0.04

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

0.55

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

0.96

Jensen's Alpha

-0.04

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.49

High:

GOOG

28.09

Low:

MSFT

25.27

Details

PEG Ratio

83.59

High:

MSFT

88.37

Low:

GOOG

82.16

Details

Price/Book

8.58

High:

GOOG

8.84

Low:

MSFT

7.68

Details

Price/Sales

9.33

High:

MSFT

9.87

Low:

GOOG

9.21

Details

Price/CF

23.13

High:

GOOG

23.3

Low:

MSFT

22.48

Details

Price/FCF

62.2

High:

MSFT

69.19

Low:

GOOG

60.7

Details

P/E Ratio

27.49

High:

GOOG

28.09

Low:

MSFT

25.27

Details

PEG Ratio

83.59

High:

MSFT

88.37

Low:

GOOG

82.16

Details

Price/Book

8.58

High:

GOOG

8.84

Low:

MSFT

7.68

Details

Price/Sales

9.33

High:

MSFT

9.87

Low:

GOOG

9.21

Details

Price/CF

23.13

High:

GOOG

23.3

Low:

MSFT

22.48

Details

Price/FCF

62.2

High:

MSFT

69.19

Low:

GOOG

60.7

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-10.5%	Jun 2022	Jun 2023	12
-6.4%	Aug 2023	Dec 2023	4
-2.79%	Dec 2024	Jan 2025	1
-2.43%	Mar 2026	-	1
-2.03%	Apr 2024	May 2024	1
-2.02%	Oct 2024	Nov 2024	1
-1.83%	Mar 2025	May 2025	2
-0.42%	Jan 2024	Feb 2024	1

Monthly Performance

Portfolio of WisePortfolio on eToro

WisePortfolio

🇵🇱 ETF Multi-Strategy Investor.

5 copiers.

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

Summary

-2.43%

This Month

+2.86%

Year To Date

+27.62%

2 Years

+41.55%

5 Years

+41.55%

10 Years

+10.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
86.21%
💵 Cash
14.62%
🖥️ Technology Services
3.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.15%
🇺🇸 Nasdaq
17.1%
🇬🇧 LSE
10.31%
🇺🇸 Chicago Board Options Exchange
2.78%

Countries Breakdown

Country
Total

🇺🇸 United States
3.13%

Dividends

Dividend Yield

0.01%

2 out of 54 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MSFT (0.87%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GOOG	0.01%	0.28%	$0.2
MSFT	0.01%	0.87%	$3

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.1/10

Beta

0.55

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

0.96

Jensen's Alpha

-0.04

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

0.55

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

0.96

Jensen's Alpha

-0.04

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.49

High:

GOOG

28.09

Low:

MSFT

25.27

Details

PEG Ratio

83.59

High:

MSFT

88.37

Low:

GOOG

82.16

Details

Price/Book

8.58

High:

GOOG

8.84

Low:

MSFT

7.68

Details

Price/Sales

9.33

High:

MSFT

9.87

Low:

GOOG

9.21

Details

Price/CF

23.13

High:

GOOG

23.3

Low:

MSFT

22.48

Details

Price/FCF

62.2

High:

MSFT

69.19

Low:

GOOG

60.7

Details

P/E Ratio

27.49

High:

GOOG

28.09

Low:

MSFT

25.27

Details

PEG Ratio

83.59

High:

MSFT

88.37

Low:

GOOG

82.16

Details

Price/Book

8.58

High:

GOOG

8.84

Low:

MSFT

7.68

Details

Price/Sales

9.33

High:

MSFT

9.87

Low:

GOOG

9.21

Details

Price/CF

23.13

High:

GOOG

23.3

Low:

MSFT

22.48

Details

Price/FCF

62.2

High:

MSFT

69.19

Low:

GOOG

60.7

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-10.5%	Jun 2022	Jun 2023	12
-6.4%	Aug 2023	Dec 2023	4
-2.79%	Dec 2024	Jan 2025	1
-2.43%	Mar 2026	-	1
-2.03%	Apr 2024	May 2024	1
-2.02%	Oct 2024	Nov 2024	1
-1.83%	Mar 2025	May 2025	2
-0.42%	Jan 2024	Feb 2024	1