Portfolio of echungsam_trader on eToro

echungsam_trader

🇹🇼 ETF Multi-Strategy Investor.

116 copiers.

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

Summary

This Month

+8.48%

Year To Date

+37.17%

2 Years

+119.41%

5 Years

+117.55%

10 Years

+17.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
52.57%
💵 Cash
43.21%
💻 Electronic Technology
1.55%
🖥️ Technology Services
1.23%
🚗 Consumer Durables
0.59%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
38.83%
🇺🇸 NYSE
17.11%

Countries Breakdown

Country
Total

🇺🇸 United States
3.37%

Dividends

Dividend Yield

1.96%

8 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TLT (4.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHY	0.79%	3.95%	-
TLT	0.36%	4.3%	-
IEF	0.36%	3.7%	-
SCHD	0.18%	3.87%	-
XLU	0.14%	2.79%	-
XLP	0.12%	2.48%	-
CRM	0.01%	0.64%	$0.4
VRT	0%	0.09%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.5/10

Beta

0.91

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.25

Jensen's Alpha

4.62

-2

Omega Ratio

1.23

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Beta

0.91

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.25

Jensen's Alpha

4.62

-2

Omega Ratio

1.23

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

80.96

High:

TSLA

178.52

Low:

CRM

40.41

Details

PEG Ratio

182.04

High:

CRM

272.13

Low:

VRT

110.8

Details

Price/Book

7.81

High:

VRT

17.79

Low:

CRM

4.08

Details

Price/Sales

8.81

High:

TSLA

11.7

Low:

VRT

6.24

Details

Price/CF

37.14

High:

TSLA

70.91

Low:

CRM

19.57

Details

Price/FCF

54.35

High:

TSLA

200.12

Low:

CRM

23.49

Details