Portfolio of barthosjenci on eToro

barthosjenci

🇷🇴 Stock Multi-Strategy Investor.

3 copiers.

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

Summary

+0.52%

This Month

+0.52%

Year To Date

+33.3%

2 Years

-8.2%

5 Years

+44.33%

10 Years

+4.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
43.35%
⛏️ Energy Minerals
23.59%
🚚 Transportation
10.05%
📊 ETFs
9.78%
🍞 Consumer Non Durables
9.03%
💻 Electronic Technology
3.64%
💵 Cash
0.53%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.37%
🇺🇸 NYSE
48.06%

Countries Breakdown

Country
Total

🇺🇸 United States
56.01%
🇧🇷 Brazil
23.59%
🇧🇲 Bermuda
10.05%

Dividends

Dividend Yield

3.3%

5 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NAT (8.87%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR	1.94%	8.24%	$1.73
NAT	0.89%	8.87%	$0.43
SWKS	0.18%	4.92%	$2.72
PEP	0.17%	3.83%	$5.15
NKE	0.12%	2.54%	$1.45

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.3/10

Beta

0.7

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-3.03

-4

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

0.7

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-3.03

-4

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

69.92

High:

NAT

451.11

Low:

TTWO

-10.66

Details

PEG Ratio

93.16

High:

TTD

93.16

Low:

TTD

93.16

Details

Price/Book

3.1

High:

TTWO

12.95

Low:

PBR

1.04

Details

Price/Sales

2.1

High:

TTWO

7.14

Low:

PBR

0.96

Details

Price/CF

8.11

High:

TTWO

133.26

Low:

PBR

2.49

Details

Price/FCF

98.28

High:

PEP

5,253.35

Low:

NAT

13.91

Details

P/E Ratio

69.92

High:

NAT

451.11

Low:

TTWO

-10.66

Details

PEG Ratio

93.16

High:

TTD

93.16

Low:

TTD

93.16

Details

Price/Book

3.1

High:

TTWO

12.95

Low:

PBR

1.04

Details

Price/Sales

2.1

High:

TTWO

7.14

Low:

PBR

0.96

Details

Price/CF

8.11

High:

TTWO

133.26

Low:

PBR

2.49

Details

Price/FCF

98.28

High:

PEP

5,253.35

Low:

NAT

13.91

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-65.99%	Feb 2018	-	96
-16.19%	Jul 2017	Aug 2017	1
-8.05%	Sep 2017	Nov 2017	2
-1.34%	Dec 2016	Jan 2017	1

Monthly Performance

Portfolio of barthosjenci on eToro

barthosjenci

🇷🇴 Stock Multi-Strategy Investor.

3 copiers.

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

Summary

+0.52%

This Month

+0.52%

Year To Date

+33.3%

2 Years

-8.2%

5 Years

+44.33%

10 Years

+4.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
43.35%
⛏️ Energy Minerals
23.59%
🚚 Transportation
10.05%
📊 ETFs
9.78%
🍞 Consumer Non Durables
9.03%
💻 Electronic Technology
3.64%
💵 Cash
0.53%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.37%
🇺🇸 NYSE
48.06%

Countries Breakdown

Country
Total

🇺🇸 United States
56.01%
🇧🇷 Brazil
23.59%
🇧🇲 Bermuda
10.05%

Dividends

Dividend Yield

3.3%

5 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NAT (8.87%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR	1.94%	8.24%	$1.73
NAT	0.89%	8.87%	$0.43
SWKS	0.18%	4.92%	$2.72
PEP	0.17%	3.83%	$5.15
NKE	0.12%	2.54%	$1.45

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.3/10

Beta

0.7

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-3.03

-4

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

0.7

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-3.03

-4

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

5,253.35

Low:

NAT

13.91

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-65.99%	Feb 2018	-	96
-16.19%	Jul 2017	Aug 2017	1
-8.05%	Sep 2017	Nov 2017	2
-1.34%	Dec 2016	Jan 2017	1