Portfolio of berto83Lan on eToro

berto83Lan

🇳🇱 ETF and 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

-3.61%

This Month

+0.11%

Year To Date

+62.34%

2 Years

-43.05%

5 Years

-43.05%

10 Years

-14.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
63.39%
🚗 Consumer Durables
16.52%
🖥️ Technology Services
8.75%
🧬 Health Technology
6.07%
💰 Finance
3.36%
⛏️ Energy Minerals
1.9%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
43.72%
🇺🇸 NYSE
21.63%
🇺🇸 Nasdaq
16.52%
🇩🇪 Xetra ETFs
12.06%
🇨🇭 SIX
6.07%

Countries Breakdown

Country
Total

🇺🇸 United States
28.63%
🇨🇭 Switzerland
6.07%
🇬🇧 United Kingdom
1.9%

Dividends

Dividend Yield

0.31%

3 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHEL.L (3.51%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ROG.ZU	0.17%	2.73%	$9.6
CRM	0.08%	0.86%	$0.4
SHEL.L	0.07%	3.51%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

2.23

0.8

1.2

Sharpe Ratio

0.1

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-12.6

-13

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.25

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

-0.16

-1

0.3

0.6

Beta

2.23

0.8

1.2

Sharpe Ratio

0.1

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-12.6

-13

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.25

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

-0.16

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

65.59

High:

TSLA

364.71

Low:

SHEL.L

13.54

Details

PEG Ratio

83.79

High:

CRM

114.18

Low:

ROG.ZU

39.4

Details

Price/Book

6.57

High:

TSLA

17.92

Low:

SHEL.L

1.37

Details

Price/Sales

7.55

High:

TSLA

14.65

Low:

SHEL.L

0.89

Details

Price/CF

43.92

High:

TSLA

107.92

Low:

SHEL.L

5.14

Details

Price/FCF

88.99

High:

TSLA

255.88

Low:

CRM

15.57

Details

P/E Ratio

65.59

High:

TSLA

364.71

Low:

SHEL.L

13.54

Details

PEG Ratio

83.79

High:

CRM

114.18

Low:

ROG.ZU

39.4

Details

Price/Book

6.57

High:

TSLA

17.92

Low:

SHEL.L

1.37

Details

Price/Sales

7.55

High:

TSLA

14.65

Low:

SHEL.L

0.89

Details

Price/CF

43.92

High:

TSLA

107.92

Low:

SHEL.L

5.14

Details

Price/FCF

88.99

High:

TSLA

255.88

Low:

CRM

15.57

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-79.53%	Aug 2023	-	32
-61.31%	Apr 2022	Jun 2023	14

Monthly Performance

Portfolio of berto83Lan on eToro

berto83Lan

🇳🇱 ETF and 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

-3.61%

This Month

+0.11%

Year To Date

+62.34%

2 Years

-43.05%

5 Years

-43.05%

10 Years

-14.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
63.39%
🚗 Consumer Durables
16.52%
🖥️ Technology Services
8.75%
🧬 Health Technology
6.07%
💰 Finance
3.36%
⛏️ Energy Minerals
1.9%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
43.72%
🇺🇸 NYSE
21.63%
🇺🇸 Nasdaq
16.52%
🇩🇪 Xetra ETFs
12.06%
🇨🇭 SIX
6.07%

Countries Breakdown

Country
Total

🇺🇸 United States
28.63%
🇨🇭 Switzerland
6.07%
🇬🇧 United Kingdom
1.9%

Dividends

Dividend Yield

0.31%

3 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHEL.L (3.51%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ROG.ZU	0.17%	2.73%	$9.6
CRM	0.08%	0.86%	$0.4
SHEL.L	0.07%	3.51%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

2.23

0.8

1.2

Sharpe Ratio

0.1

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-12.6

-13

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.25

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

-0.16

-1

0.3

0.6

Beta

2.23

0.8

1.2

Sharpe Ratio

0.1

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-12.6

-13

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.25

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

TSLA

255.88

Low:

CRM

15.57

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-79.53%	Aug 2023	-	32
-61.31%	Apr 2022	Jun 2023	14