Portfolio of YuchiaoChen on eToro

YuchiaoChen

🇹🇼 Stock and ETF 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

This Month

+5.03%

Year To Date

+65.24%

2 Years

+86.36%

5 Years

+86.36%

10 Years

+15.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
37.11%
🖥️ Technology Services
26.53%
💵 Cash
22.75%
📊 ETFs
14.38%
🍞 Consumer Non Durables
4.07%
💇‍♀️ Consumer Services
2.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.96%
🇺🇸 NYSE
40.51%

Countries Breakdown

Country
Total

🇺🇸 United States
40.36%
🇹🇼 Taiwan
29.73%

Dividends

Dividend Yield

0.44%

5 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NKE (2.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TSM	0.23%	0.79%	$1.74
NKE	0.11%	2.59%	$1.45
GOOG	0.06%	0.24%	$0.2
DIS	0.03%	1.39%	$0.75
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.68

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.2

Jensen's Alpha

2.34

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

1.16

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Beta

0.68

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.2

Jensen's Alpha

2.34

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

1.16

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

35.12

High:

AMD

124.91

Low:

DIS

15.99

Details

PEG Ratio

78.96

High:

AMD

155.26

Low:

DIS

10.5

Details

Price/Book

11.5

High:

NVDA

39.15

Low:

DIS

1.79

Details

Price/Sales

12.25

High:

NVDA

25.06

Low:

NKE

1.98

Details

Price/CF

21.79

High:

NVDA

54.84

Low:

DIS

11.32

Details

Price/FCF

54.56

High:

NKE

947.69

Low:

DIS

24.77

Details

P/E Ratio

35.12

High:

AMD

124.91

Low:

DIS

15.99

Details

PEG Ratio

78.96

High:

AMD

155.26

Low:

DIS

10.5

Details

Price/Book

11.5

High:

NVDA

39.15

Low:

DIS

1.79

Details

Price/Sales

12.25

High:

NVDA

25.06

Low:

NKE

1.98

Details

Price/CF

21.79

High:

NVDA

54.84

Low:

DIS

11.32

Details

Price/FCF

54.56

High:

NKE

947.69

Low:

DIS

24.77

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.18%	Nov 2021	May 2024	30
-12.46%	Feb 2025	Jun 2025	4
-4.61%	Sep 2021	Oct 2021	1
-1.08%	May 2021	Jun 2021	1
-0.73%	Jul 2024	Aug 2024	1

Monthly Performance

Portfolio of YuchiaoChen on eToro

YuchiaoChen

🇹🇼 Stock and ETF 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

This Month

+5.03%

Year To Date

+65.24%

2 Years

+86.36%

5 Years

+86.36%

10 Years

+15.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
37.11%
🖥️ Technology Services
26.53%
💵 Cash
22.75%
📊 ETFs
14.38%
🍞 Consumer Non Durables
4.07%
💇‍♀️ Consumer Services
2.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.96%
🇺🇸 NYSE
40.51%

Countries Breakdown

Country
Total

🇺🇸 United States
40.36%
🇹🇼 Taiwan
29.73%

Dividends

Dividend Yield

0.44%

5 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NKE (2.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TSM	0.23%	0.79%	$1.74
NKE	0.11%	2.59%	$1.45
GOOG	0.06%	0.24%	$0.2
DIS	0.03%	1.39%	$0.75
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.68

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.2

Jensen's Alpha

2.34

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

1.16

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Beta

0.68

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.2

Jensen's Alpha

2.34

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

1.16

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

947.69

Low:

DIS

24.77

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.18%	Nov 2021	May 2024	30
-12.46%	Feb 2025	Jun 2025	4
-4.61%	Sep 2021	Oct 2021	1
-1.08%	May 2021	Jun 2021	1
-0.73%	Jul 2024	Aug 2024	1