Portfolio of duartecarapinha on eToro

duartecarapinha

🇵🇹 Stock and ETF 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

-1.36%

This Month

-4.34%

Year To Date

+26.48%

2 Years

+41.34%

5 Years

+170.89%

10 Years

+14.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
22.06%
🖥️ Technology Services
21%
💰 Finance
17.05%
💻 Electronic Technology
16.27%
🏥 Health Services
5.6%
⛏️ Energy Minerals
4.28%
🍞 Consumer Non Durables
4.11%
🛠️ Producer Manufacturing
3.39%
💵 Cash
3.38%
🛍️ Retail Trade
2.92%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
40.2%
🇺🇸 NYSE
34.44%
🇬🇧 LSE
22.06%

Countries Breakdown

Country
Total

🇺🇸 United States
71.24%
🇮🇪 Ireland
3.39%

Dividends

Dividend Yield

0.84%

12 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JPM	0.2%	1.95%	$4.4
UNH	0.17%	3.04%	$7.74
XOM	0.12%	2.69%	$3.76
KO	0.11%	2.64%	$1.89
BLK	0.07%	2.05%	$20.2
MSFT	0.04%	0.86%	$3
ETN	0.04%	1.19%	$3.6
AAPL	0.03%	0.4%	$0.97
V	0.03%	0.78%	$2.01
GOOG	0.02%	0.28%	$0.2
META	0.01%	0.32%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.71

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

6.35

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.71

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

6.35

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.88

High:

NVDA

37.34

Low:

JPM

14.96

Details

PEG Ratio

319.19

High:

JPM

1,118.42

Low:

ADBE

47.75

Details

Price/Book

9.47

High:

AAPL

43.77

Low:

JPM

2.36

Details

Price/Sales

6.99

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

23.2

High:

NVDA

44.64

Low:

JPM

8.75

Details

Price/FCF

41.8

High:

BLK

440.38

Low:

JPM

10.48

Details

P/E Ratio

28.88

High:

NVDA

37.34

Low:

JPM

14.96

Details

PEG Ratio

319.19

High:

JPM

1,118.42

Low:

ADBE

47.75

Details

Price/Book

9.47

High:

AAPL

43.77

Low:

JPM

2.36

Details

Price/Sales

6.99

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

23.2

High:

NVDA

44.64

Low:

JPM

8.75

Details

Price/FCF

41.8

High:

BLK

440.38

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.56%	Sep 2021	Nov 2024	38
-28.79%	Jun 2019	Jun 2020	12
-21.49%	Nov 2018	May 2019	6
-10.52%	Feb 2025	Jun 2025	4
-4.86%	Nov 2025	-	5
-3.41%	Jan 2021	Jun 2021	5
-1.64%	Sep 2020	Nov 2020	2
-0.38%	Jul 2021	Aug 2021	1
-0.27%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of duartecarapinha on eToro

duartecarapinha

🇵🇹 Stock and ETF 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

-1.36%

This Month

-4.34%

Year To Date

+26.48%

2 Years

+41.34%

5 Years

+170.89%

10 Years

+14.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
22.06%
🖥️ Technology Services
21%
💰 Finance
17.05%
💻 Electronic Technology
16.27%
🏥 Health Services
5.6%
⛏️ Energy Minerals
4.28%
🍞 Consumer Non Durables
4.11%
🛠️ Producer Manufacturing
3.39%
💵 Cash
3.38%
🛍️ Retail Trade
2.92%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
40.2%
🇺🇸 NYSE
34.44%
🇬🇧 LSE
22.06%

Countries Breakdown

Country
Total

🇺🇸 United States
71.24%
🇮🇪 Ireland
3.39%

Dividends

Dividend Yield

0.84%

12 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JPM	0.2%	1.95%	$4.4
UNH	0.17%	3.04%	$7.74
XOM	0.12%	2.69%	$3.76
KO	0.11%	2.64%	$1.89
BLK	0.07%	2.05%	$20.2
MSFT	0.04%	0.86%	$3
ETN	0.04%	1.19%	$3.6
AAPL	0.03%	0.4%	$0.97
V	0.03%	0.78%	$2.01
GOOG	0.02%	0.28%	$0.2
META	0.01%	0.32%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.71

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

6.35

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.71

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

6.35

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

440.38

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.56%	Sep 2021	Nov 2024	38
-28.79%	Jun 2019	Jun 2020	12
-21.49%	Nov 2018	May 2019	6
-10.52%	Feb 2025	Jun 2025	4
-4.86%	Nov 2025	-	5
-3.41%	Jan 2021	Jun 2021	5
-1.64%	Sep 2020	Nov 2020	2
-0.38%	Jul 2021	Aug 2021	1
-0.27%	Dec 2024	Jan 2025	1