Portfolio of YunRueiTsai on eToro

YunRueiTsai

🇹🇼 Stock and ETF Multi-Strategy Investor.

15 copiers.

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

Summary

-16.09%

This Month

+25.41%

Year To Date

+81.37%

2 Years

+132.94%

5 Years

+138.37%

10 Years

+13.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
32.5%
💻 Electronic Technology
30.38%
📊 ETFs
14.43%
💵 Cash
13.31%
❓ Other
4.83%
🪙 Cryptocurrencies
2.82%
🛠️ Producer Manufacturing
1.5%
🛍️ Retail Trade
1.25%
🧩 Miscellaneous
0.85%
🚗 Consumer Durables
0.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.5%
🇺🇸 NYSE
20.31%
🌍 Digital Currency
2.82%
Tokyo Stock Exchange
2.45%
🇬🇧 LSE
2.19%

Countries Breakdown

Country
Total

🇺🇸 United States
61.6%
🇰🇷 South Korea
2.19%
🇹🇼 Taiwan
1.93%
🇰🇾 Cayman Islands
0.63%

Dividends

Dividend Yield

0.11%

13 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VSH (1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
META	0.03%	0.34%	$1
AVGO	0.02%	0.64%	$19.7
TSM	0.01%	0.71%	$1.74
GOOG	0.01%	0.26%	$0.2
SMSN.L	0.01%	0.34%	$23.68
VSH	0.01%	1%	$0.4
DELL	0.01%	0.53%	$1.63
MU	0%	0.05%	$0.46
QQQ	0%	0.4%	-
NVDA	0%	0.13%	$0.02
AMAT	0%	0.36%	$1.44
WDC	0%	0.09%	-
MRVL	0%	0.11%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.8/10

Beta

1.46

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-2.2

-3

4.5

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

1.46

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-2.2

-3

4.5

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.63

High:

VSH

2,791.88

Low:

CRWD

-3,974.1

Details

PEG Ratio

-543.52

High:

VSH

2,699.35

Low:

CRWD

-5,401.66

Details

Price/Book

10.07

High:

NET

62.12

Low:

DELL

-201.07

Details

Price/Sales

10.68

High:

PLTR

62.4

Low:

VSH

1.92

Details

Price/CF

20.28

High:

LITE

149.43

Low:

SMSN.L

9.92

Details

Price/FCF

49.37

High:

LITE

593.01

Low:

DELL

17.42

Details

P/E Ratio

30.63

High:

VSH

2,791.88

Low:

CRWD

-3,974.1

Details

PEG Ratio

-543.52

High:

VSH

2,699.35

Low:

CRWD

-5,401.66

Details

Price/Book

10.07

High:

NET

62.12

Low:

DELL

-201.07

Details

Price/Sales

10.68

High:

PLTR

62.4

Low:

VSH

1.92

Details

Price/CF

20.28

High:

LITE

149.43

Low:

SMSN.L

9.92

Details

Price/FCF

49.37

High:

LITE

593.01

Low:

DELL

17.42

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-61.15%	Dec 2021	Jun 2024	30
-34.27%	Dec 2019	Apr 2021	16
-21.46%	Feb 2025	Jun 2025	4
-16.29%	Nov 2025	Apr 2026	5
-16.09%	Jul 2026	-	1
-7.77%	Sep 2021	Oct 2021	1
-6.02%	Jul 2024	Sep 2024	2
-4.53%	May 2021	Jun 2021	1
-1.17%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of YunRueiTsai on eToro

YunRueiTsai

🇹🇼 Stock and ETF Multi-Strategy Investor.

15 copiers.

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

Summary

-16.09%

This Month

+25.41%

Year To Date

+81.37%

2 Years

+132.94%

5 Years

+138.37%

10 Years

+13.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
32.5%
💻 Electronic Technology
30.38%
📊 ETFs
14.43%
💵 Cash
13.31%
❓ Other
4.83%
🪙 Cryptocurrencies
2.82%
🛠️ Producer Manufacturing
1.5%
🛍️ Retail Trade
1.25%
🧩 Miscellaneous
0.85%
🚗 Consumer Durables
0.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.5%
🇺🇸 NYSE
20.31%
🌍 Digital Currency
2.82%
Tokyo Stock Exchange
2.45%
🇬🇧 LSE
2.19%

Countries Breakdown

Country
Total

🇺🇸 United States
61.6%
🇰🇷 South Korea
2.19%
🇹🇼 Taiwan
1.93%
🇰🇾 Cayman Islands
0.63%

Dividends

Dividend Yield

0.11%

13 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VSH (1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
META	0.03%	0.34%	$1
AVGO	0.02%	0.64%	$19.7
TSM	0.01%	0.71%	$1.74
GOOG	0.01%	0.26%	$0.2
SMSN.L	0.01%	0.34%	$23.68
VSH	0.01%	1%	$0.4
DELL	0.01%	0.53%	$1.63
MU	0%	0.05%	$0.46
QQQ	0%	0.4%	-
NVDA	0%	0.13%	$0.02
AMAT	0%	0.36%	$1.44
WDC	0%	0.09%	-
MRVL	0%	0.11%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.8/10

Beta

1.46

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-2.2

-3

4.5

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

1.46

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-2.2

-3

4.5

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

593.01

Low:

DELL

17.42

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-61.15%	Dec 2021	Jun 2024	30
-34.27%	Dec 2019	Apr 2021	16
-21.46%	Feb 2025	Jun 2025	4
-16.29%	Nov 2025	Apr 2026	5
-16.09%	Jul 2026	-	1
-7.77%	Sep 2021	Oct 2021	1
-6.02%	Jul 2024	Sep 2024	2
-4.53%	May 2021	Jun 2021	1
-1.17%	Oct 2024	Nov 2024	1