Effective portfolio of drCarlo on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.31%	5.77%	$3.09
VNA.DE	0.12%	7.54%	$0.9
LHA.DE	0.1%	4.51%	$0.3
WM	0.09%	1.59%	$2.9
GIS	0.07%	7.37%	$2.36
MCD	0.06%	3.07%	$6.53
HEN3.DE	0.06%	2.63%	$1.85
NTGY.MC	0.06%	4.68%	$1.13
JD.US	0.05%	3.68%	$0.74
KMB	0.04%	4.77%	$4.8
SIX2.DE	0.03%	4.4%	$3.9
R3NK.DE	0.03%	1.54%	-
INVH	0.03%	4.48%	$1.36
PYPL	0.02%	0.99%	-
KDP	0.02%	2.68%	$0.86
G24.DE	0.02%	1.86%	$1.2
0700.HK	0.02%	1.29%	$3.4
LEN	0.02%	2.54%	$1.75
JD.L	0.01%	1.4%	$0.01
VST	0.01%	0.6%	$0.85
IFX.DE	0.01%	0.67%	$0.35
CEG	0.01%	0.64%	-
CSCO	0%	1.57%	$1.58
ORCL	0%	1.5%	$1.6
MSFT	0%	0.7%	$3
CRM	0%	0.72%	$0.4
ATEN	0%	0.97%	$0.24
BABA	0%	0.95%	$0.98
GOOGL	0%	0.25%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
LEN	Pay Day	Oct 22, 2026	$0.50
ORCL	Pay Day	Oct 23, 2026	$0.50
O	Ex-Dividend	Oct 30, 2026	$0.27
GIS	Pay Day	Nov 2, 2026	$0.61
ATEN	Ex-Dividend	Nov 17, 2026	$0.06
CEG	Ex-Dividend	Nov 18, 2026	$0.43
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
MCD	Ex-Dividend	Dec 1, 2026	$1.86
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
KMB	Ex-Dividend	Dec 4, 2026	$1.28
GOOGL	Ex-Dividend	Dec 4, 2026	$0.22
JD.L	Ex-Dividend	Dec 8, 2026	$0.01
WM	Ex-Dividend	Dec 11, 2026	$0.94
CRM	Ex-Dividend	Dec 17, 2026	$0.44
VST	Ex-Dividend	Dec 21, 2026	$0.23
INVH	Ex-Dividend	Dec 24, 2026	$0.30
KDP	Ex-Dividend	Dec 28, 2026	$0.23
CSCO	Ex-Dividend	Jan 2, 2027	$0.42
LEN	Ex-Dividend	Jan 7, 2027	$0.50
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
GIS	Ex-Dividend	Jan 13, 2027	$0.61
NTGY.MC	Ex-Dividend	Jan 27, 2027	$0.66
IFX.DE	Ex-Dividend	Feb 20, 2027	$0.41
JD.US	Ex-Dividend	Apr 9, 2027	$1.00
HEN3.DE	Ex-Dividend	Apr 28, 2027	$0.00
CANG	Ex-Dividend	May 1, 2027	$0.50
LHA.DE	Ex-Dividend	May 13, 2027	$0.39
0700.HK	Ex-Dividend	May 15, 2027	$0.68
VNA.DE	Ex-Dividend	May 22, 2027	$1.45
BABA	Ex-Dividend	Jun 11, 2027	$1.05
R3NK.DE	Ex-Dividend	Jun 11, 2027	$0.67
G24.DE	Ex-Dividend	Jun 18, 2027	$1.73
SIX2.DE	Ex-Dividend	Jun 18, 2027	$3.08

Performance Metrics

Score 2.7/10

Beta

1.3

0.8

1.2

Sharpe Ratio

0.08

0.5

1.5

Sortino Ratio

0.12

Jensen's Alpha

-11.19

-12

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

1.3

0.8

1.2

Sharpe Ratio

0.08

0.5

1.5

Sortino Ratio

0.12

Jensen's Alpha

-11.19

-12

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.33

High:

CRWD

7,637.82

Low:

TEAM

-1,051.6

Details

PEG Ratio

3.47

High:

NOW

441

Low:

VNA.DE

Details

Price/Book

3.55

High:

CVLT

122.36

Low:

MCD

-161.19

Details

Price/Sales

3.11

High:

MSTR

116.32

Low:

SICP

-0.02

Details

Price/CF

13.63

High:

MSTR

7,511.07

Low:

AF.PA

0.88

Details

Price/FCF

32.83

High:

SIX2.DE

2,103.29

Low:

JD.L

4.19

Details

P/E Ratio

28.33

High:

CRWD

7,637.82

Low:

TEAM

-1,051.6

Details

Worst Drawdowns

Depth	Start	End	Total months
-100%	Dec 2010	-	191

Monthly Performance

drCarlo

🇩🇪 Stock and Crypto Multi-Strategy 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

-4.31%

This Month

-0.14%

Year To Date

+31.05%

2 Years

+5.08%

5 Years

-38.78%

10 Years

-49.67%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
24.33%
🖥️ Technology Services
19.47%
💵 Cash
9.33%
💰 Finance
8.89%
🏭 Industrial Services
5.94%
💻 Electronic Technology
4.17%
⚡ Utilities
3.14%
🛍️ Retail Trade
3.05%
🚚 Transportation
2.64%
🍞 Consumer Non Durables
2.63%
❓ Other
2.49%
💼 Commercial Services
2.42%
🧪 Process Industries
2.37%
💇‍♀️ Consumer Services
2.1%
🧬 Health Technology
0.87%
🚗 Consumer Durables
0.7%
📦 Distribution Services
0.12%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
24.33%
🇺🇸 Nasdaq
24.08%
🇺🇸 NYSE
20.49%
🇩🇪 FRA
12.17%
🇭🇰 Hong Kong Exchanges
1.62%
🇪🇸 Bolsa De Madrid
1.2%
🇬🇧 LSE
0.84%
🇫🇷 Euronext Paris
0.54%
🇺🇸 OTC Markets Stock Exchange
0.05%
Regular Trading Hours - RTH
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
40.47%
🇩🇪 Germany
12.17%
🇨🇳 China
3.02%
🇪🇸 Spain
1.2%
🇬🇧 United Kingdom
0.84%
🇫🇷 France
0.54%
🇨🇦 Canada
0.11%
🇳🇱 Netherlands
0.11%
🇮🇱 Israel
0.07%

Dividends

Dividend Yield

1.18%

29 out of 92 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $VNA.DE (7.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.31%	5.77%	$3.09
VNA.DE	0.12%	7.54%	$0.9
LHA.DE	0.1%	4.51%	$0.3
WM	0.09%	1.59%	$2.9
GIS	0.07%	7.37%	$2.36
MCD	0.06%	3.07%	$6.53
HEN3.DE	0.06%	2.63%	$1.85
NTGY.MC	0.06%	4.68%	$1.13
JD.US	0.05%	3.68%	$0.74
KMB	0.04%	4.77%	$4.8
SIX2.DE	0.03%	4.4%	$3.9
R3NK.DE	0.03%	1.54%	-
INVH	0.03%	4.48%	$1.36
PYPL	0.02%	0.99%	-
KDP	0.02%	2.68%	$0.86
G24.DE	0.02%	1.86%	$1.2
0700.HK	0.02%	1.29%	$3.4
LEN	0.02%	2.54%	$1.75
JD.L	0.01%	1.4%	$0.01
VST	0.01%	0.6%	$0.85
IFX.DE	0.01%	0.67%	$0.35
CEG	0.01%	0.64%	-
CSCO	0%	1.57%	$1.58
ORCL	0%	1.5%	$1.6
MSFT	0%	0.7%	$3
CRM	0%	0.72%	$0.4
ATEN	0%	0.97%	$0.24
BABA	0%	0.95%	$0.98
GOOGL	0%	0.25%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
LEN	Pay Day	Oct 22, 2026	$0.50
ORCL	Pay Day	Oct 23, 2026	$0.50
O	Ex-Dividend	Oct 30, 2026	$0.27
GIS	Pay Day	Nov 2, 2026	$0.61
ATEN	Ex-Dividend	Nov 17, 2026	$0.06
CEG	Ex-Dividend	Nov 18, 2026	$0.43
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
MCD	Ex-Dividend	Dec 1, 2026	$1.86
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
KMB	Ex-Dividend	Dec 4, 2026	$1.28
GOOGL	Ex-Dividend	Dec 4, 2026	$0.22
JD.L	Ex-Dividend	Dec 8, 2026	$0.01
WM	Ex-Dividend	Dec 11, 2026	$0.94
CRM	Ex-Dividend	Dec 17, 2026	$0.44
VST	Ex-Dividend	Dec 21, 2026	$0.23
INVH	Ex-Dividend	Dec 24, 2026	$0.30
KDP	Ex-Dividend	Dec 28, 2026	$0.23
CSCO	Ex-Dividend	Jan 2, 2027	$0.42
LEN	Ex-Dividend	Jan 7, 2027	$0.50
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
GIS	Ex-Dividend	Jan 13, 2027	$0.61
NTGY.MC	Ex-Dividend	Jan 27, 2027	$0.66
IFX.DE	Ex-Dividend	Feb 20, 2027	$0.41
JD.US	Ex-Dividend	Apr 9, 2027	$1.00
HEN3.DE	Ex-Dividend	Apr 28, 2027	$0.00
CANG	Ex-Dividend	May 1, 2027	$0.50
LHA.DE	Ex-Dividend	May 13, 2027	$0.39
0700.HK	Ex-Dividend	May 15, 2027	$0.68
VNA.DE	Ex-Dividend	May 22, 2027	$1.45
BABA	Ex-Dividend	Jun 11, 2027	$1.05
R3NK.DE	Ex-Dividend	Jun 11, 2027	$0.67
G24.DE	Ex-Dividend	Jun 18, 2027	$1.73
SIX2.DE	Ex-Dividend	Jun 18, 2027	$3.08

Performance Metrics

Score 2.7/10

Beta

1.3

0.8

1.2

Sharpe Ratio

0.08

0.5

1.5

Sortino Ratio

0.12

Jensen's Alpha

-11.19

-12

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

1.3

0.8

1.2

Sharpe Ratio

0.08

0.5

1.5

Sortino Ratio

0.12

Jensen's Alpha

-11.19

-12

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.33

High:

CRWD

7,637.82

Low:

TEAM

-1,051.6

Details

3.47

High:

NOW

441

Low:

VNA.DE

Details

Price/Book

3.55

High:

CVLT

122.36

Low:

MCD

-161.19

Details

Price/Sales

3.11

High:

MSTR

116.32

Low:

SICP

-0.02

Details

Price/CF

13.63

High:

MSTR

7,511.07

Low:

AF.PA

0.88

Details

Price/FCF

32.83

High:

SIX2.DE

2,103.29

Low:

JD.L

4.19

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-100%	Dec 2010	-	191