Portfolio of andrefcosta on eToro

andrefcosta

🇵🇹 Stock 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

+0.02%

This Month

-2.87%

Year To Date

-21.02%

2 Years

-47.11%

5 Years

-12.08%

10 Years

-2.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
23.32%
💵 Cash
13.36%
📊 ETFs
6.45%
💻 Electronic Technology
1.67%
🍞 Consumer Non Durables
0.49%
❓ Other
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
29.81%
🇺🇸 Chicago Board Options Exchange
1.63%
🇺🇸 Nasdaq
0.49%
🇺🇸 OTC Markets Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇨🇳 China
16.5%
🇺🇸 United States
8.97%
🇬🇧 United Kingdom
0.01%

Dividends

Dividend Yield

0.15%

1 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BABA (0.91%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BABA	0.15%	0.91%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 2.5/10

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.03

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-11.86

-12

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

-0.08

-1

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

-0.04

-1

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.03

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-11.86

-12

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

-0.08

-1

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

-0.04

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

17.67

High:

BABA

17.53

Low:

BBBY

-5.51

Details

PEG Ratio

-5.44

High:

BYND

-0.56

Low:

BBBY

-6.92

Details

Price/Book

1.7

High:

BBBY

1.8

Low:

BYND

-14.41

Details

Price/Sales

1.88

High:

SPCE

155.93

Low:

FTCHQ

Details

Price/CF

28.23

High:

FTCHQ

331.51

Low:

BABA

28.22

Details

Price/FCF

1,191.2

High:

BABA

1,196.17

Low:

BBBY

147.79

Details

P/E Ratio

17.67

High:

BABA

17.53

Low:

BBBY

-5.51

Details

PEG Ratio

-5.44

High:

BYND

-0.56

Low:

BBBY

-6.92

Details

Price/Book

1.7

High:

BBBY

1.8

Low:

BYND

-14.41

Details

Worst Drawdowns

Depth	Start	End	Total months
-53.44%	Jul 2021	-	63
-6.5%	Feb 2021	Jun 2021	4
-5.41%	Sep 2020	Nov 2020	2
-3.6%	Dec 2020	Jan 2021	1

Monthly Performance

Portfolio of andrefcosta on eToro

andrefcosta

🇵🇹 Stock 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

+0.02%

This Month

-2.87%

Year To Date

-21.02%

2 Years

-47.11%

5 Years

-12.08%

10 Years

-2.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
23.32%
💵 Cash
13.36%
📊 ETFs
6.45%
💻 Electronic Technology
1.67%
🍞 Consumer Non Durables
0.49%
❓ Other
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
29.81%
🇺🇸 Chicago Board Options Exchange
1.63%
🇺🇸 Nasdaq
0.49%
🇺🇸 OTC Markets Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇨🇳 China
16.5%
🇺🇸 United States
8.97%
🇬🇧 United Kingdom
0.01%

Dividends

Dividend Yield

0.15%

1 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BABA (0.91%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BABA	0.15%	0.91%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 2.5/10

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.03

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-11.86

-12

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

-0.08

-1

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

-0.04

-1

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.03

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-11.86

-12

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

-0.08

-1

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

1.88

High:

SPCE

155.93

Low:

FTCHQ

Details

Price/CF

28.23

High:

FTCHQ

331.51

Low:

BABA

28.22

Details

Price/FCF

1,191.2

High:

BABA

1,196.17

Low:

BBBY

147.79

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-53.44%	Jul 2021	-	63
-6.5%	Feb 2021	Jun 2021	4
-5.41%	Sep 2020	Nov 2020	2
-3.6%	Dec 2020	Jan 2021	1