Portfolio of empiricist on eToro

empiricist

🇨🇭 Stock and ETF Multi-Strategy Investor.

48 copiers.

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

Summary

-4.64%

This Month

+1.67%

Year To Date

+25.5%

2 Years

+32.31%

5 Years

+144.04%

10 Years

+11.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.52%
💻 Electronic Technology
15.25%
💵 Cash
9.13%
🖥️ Technology Services
8.56%
🧬 Health Technology
8.16%
🪨 Non Energy Minerals
7.38%
🛠️ Producer Manufacturing
7.09%
💰 Finance
5.25%
⛏️ Energy Minerals
4.76%
🛍️ Retail Trade
3.09%
🍞 Consumer Non Durables
2.67%
📡 Communications
2.58%
⚡ Utilities
1.87%
❓ Other
1.36%
🧪 Process Industries
1.19%
🚗 Consumer Durables
1.05%
🧩 Miscellaneous
0.74%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
24.7%
🇺🇸 Nasdaq
21.75%
🇨🇭 SIX
11.22%
🇩🇪 Xetra ETFs
7.73%
🇬🇧 LSE
5.67%
🇫🇷 Euronext Paris
5.18%
🇩🇪 FRA
4.12%
🇦🇺 Sydney
2.48%
🇪🇸 Bolsa De Madrid
2.08%
🇳🇱 Euronext Amsterdam
1.62%
🇳🇴 Oslo Stock Exchange
1.56%
🇦🇪 Dubai Financial Market
1.36%
🇸🇪 Stockholm Stock Exchange
1.1%
🇭🇰 Hong Kong Exchanges
0.97%

Countries Breakdown

Country
Total

🇺🇸 United States
26.8%
🇨🇭 Switzerland
11.22%
🇬🇧 United Kingdom
4.44%
🇫🇷 France
4.18%
🇩🇪 Germany
4.12%
🇨🇦 Canada
3.54%
🇳🇱 Netherlands
2.62%
🇪🇸 Spain
2.08%
🇹🇼 Taiwan
1.91%
🇦🇺 Australia
1.77%
🇨🇳 China
1.67%
🇳🇴 Norway
1.56%
🇱🇺 Luxembourg
1.2%
🇸🇪 Sweden
1.1%
🇰🇾 Cayman Islands
0.74%
🇳🇿 New Zealand
0.71%

Dividends

Dividend Yield

1.12%

52 out of 86 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ENGI.PA	0.1%	5.45%	$1.43
TEL.OL	0.09%	5.64%	$9.5
PGHN.ZU	0.08%	4.95%	$39
PFE	0.08%	6.48%	$1.66
NESN.ZU	0.05%	3.83%	$3
RIO.L	0.05%	4.32%	$3.41
WDS.ASX	0.05%	5.46%	$2.16
CABK.MC	0.04%	3.94%	$0.32
CVX	0.04%	3.71%	$6.28
SCMN.ZU	0.04%	3.62%	$22
ROG.ZU	0.03%	2.75%	$9.6
AMGN	0.03%	2.57%	$8.76
UBSG.ZU	0.03%	2.79%	$0.64
DVN	0.02%	2.21%	$2.05
AZN.L	0.02%	1.56%	$2.28
IBM	0.02%	2.7%	$6.65
ANZ.ASX	0.02%	4.38%	$1.77
SU.PA	0.02%	1.51%	$3.5
SREN.ZU	0.02%	4.83%	$6.22
GIVN.ZU	0.02%	2.45%	$68
EQT	0.02%	1.05%	$0.62
BOL.ST	0.02%	1.64%	$7.5
ACLN.ZU	0.02%	1.76%	$0.85
MSFT	0.02%	0.86%	$3
TSM	0.01%	0.78%	$1.74
LIN	0.01%	1.23%	$5.33
VACN.ZU	0.01%	1.33%	$6.25
ABBN.ZU	0.01%	1.38%	$0.87
AVGO	0.01%	0.71%	$19.7
AIR.PA	0.01%	1.11%	$1.8
ASML.NV	0.01%	0.62%	$6.1
FPH.ASX	0.01%	1.3%	$0.45
PAAS	0.01%	0.88%	$0.4
NDA.DE	0.01%	0.94%	$1.4
SAF.PA	0.01%	0.89%	$2.2
MTX.DE	0.01%	0.99%	$2
KGC	0.01%	0.4%	$0.12
NEM	0.01%	0.85%	$1.3
LONN.ZU	0.01%	0.76%	$4
ENR.DE	0.01%	0.43%	-
BABA	0.01%	0.79%	$0.98
RHM.DE	0.01%	0.5%	$5.7
0700.HK	0%	0.9%	$3.4
GOOG	0%	0.28%	$0.2
AAPL	0%	0.4%	$0.97
IDR.MC	0%	0.37%	$0.2
WMT	0%	0.78%	$0.81
GEV	0%	0.18%	-
META	0%	0.32%	$1
HEI	0%	0.08%	$0.2
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.16

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.16

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.12

High:

TSLA

377.27

Low:

RKLB

-191.35

Details

PEG Ratio

-42.86

High:

VACN.ZU

6,224.95

Low:

RKLB

-9,779.22

Details

Price/Book

8.81

High:

AAPL

43.77

Low:

WDS.ASX

1.07

Details

Price/Sales

6.84

High:

RKLB

68.41

Low:

NDA.DE

0.38

Details

Price/CF

23.53

High:

ENGI.PA

216.75

Low:

DVN

3.38

Details

Price/FCF

61.69

High:

RHM.DE

5,198.92

Low:

ANZ.ASX

4.78

Details

P/E Ratio

32.12

High:

TSLA

377.27

Low:

RKLB

-191.35

Details

PEG Ratio

-42.86

High:

VACN.ZU

6,224.95

Low:

RKLB

-9,779.22

Details

Price/Book

8.81

High:

AAPL

43.77

Low:

WDS.ASX

1.07

Details

Price/Sales

6.84

High:

RKLB

68.41

Low:

NDA.DE

0.38

Details

Price/CF

23.53

High:

ENGI.PA

216.75

Low:

DVN

3.38

Details

Price/FCF

61.69

High:

RHM.DE

5,198.92

Low:

ANZ.ASX

4.78

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-26.23%	Nov 2021	Nov 2024	36
-22.91%	Feb 2018	Nov 2019	21
-11.12%	Feb 2020	May 2020	3
-6.01%	Sep 2021	Oct 2021	1
-4.83%	Sep 2020	Nov 2020	2
-4.64%	Mar 2026	-	1
-4.14%	Dec 2024	Jan 2025	1
-3.27%	Feb 2025	May 2025	3
-1.26%	Nov 2025	Jan 2026	2
-1.18%	Feb 2021	Mar 2021	1
-0.4%	Jul 2025	Aug 2025	1
-0.09%	May 2021	Jun 2021	1
-0.07%	Jul 2021	Aug 2021	1

Monthly Performance

Portfolio of empiricist on eToro

empiricist

🇨🇭 Stock and ETF Multi-Strategy Investor.

48 copiers.

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

Summary

-4.64%

This Month

+1.67%

Year To Date

+25.5%

2 Years

+32.31%

5 Years

+144.04%

10 Years

+11.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.52%
💻 Electronic Technology
15.25%
💵 Cash
9.13%
🖥️ Technology Services
8.56%
🧬 Health Technology
8.16%
🪨 Non Energy Minerals
7.38%
🛠️ Producer Manufacturing
7.09%
💰 Finance
5.25%
⛏️ Energy Minerals
4.76%
🛍️ Retail Trade
3.09%
🍞 Consumer Non Durables
2.67%
📡 Communications
2.58%
⚡ Utilities
1.87%
❓ Other
1.36%
🧪 Process Industries
1.19%
🚗 Consumer Durables
1.05%
🧩 Miscellaneous
0.74%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
24.7%
🇺🇸 Nasdaq
21.75%
🇨🇭 SIX
11.22%
🇩🇪 Xetra ETFs
7.73%
🇬🇧 LSE
5.67%
🇫🇷 Euronext Paris
5.18%
🇩🇪 FRA
4.12%
🇦🇺 Sydney
2.48%
🇪🇸 Bolsa De Madrid
2.08%
🇳🇱 Euronext Amsterdam
1.62%
🇳🇴 Oslo Stock Exchange
1.56%
🇦🇪 Dubai Financial Market
1.36%
🇸🇪 Stockholm Stock Exchange
1.1%
🇭🇰 Hong Kong Exchanges
0.97%

Countries Breakdown

Country
Total

🇺🇸 United States
26.8%
🇨🇭 Switzerland
11.22%
🇬🇧 United Kingdom
4.44%
🇫🇷 France
4.18%
🇩🇪 Germany
4.12%
🇨🇦 Canada
3.54%
🇳🇱 Netherlands
2.62%
🇪🇸 Spain
2.08%
🇹🇼 Taiwan
1.91%
🇦🇺 Australia
1.77%
🇨🇳 China
1.67%
🇳🇴 Norway
1.56%
🇱🇺 Luxembourg
1.2%
🇸🇪 Sweden
1.1%
🇰🇾 Cayman Islands
0.74%
🇳🇿 New Zealand
0.71%

Dividends

Dividend Yield

1.12%

52 out of 86 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ENGI.PA	0.1%	5.45%	$1.43
TEL.OL	0.09%	5.64%	$9.5
PGHN.ZU	0.08%	4.95%	$39
PFE	0.08%	6.48%	$1.66
NESN.ZU	0.05%	3.83%	$3
RIO.L	0.05%	4.32%	$3.41
WDS.ASX	0.05%	5.46%	$2.16
CABK.MC	0.04%	3.94%	$0.32
CVX	0.04%	3.71%	$6.28
SCMN.ZU	0.04%	3.62%	$22
ROG.ZU	0.03%	2.75%	$9.6
AMGN	0.03%	2.57%	$8.76
UBSG.ZU	0.03%	2.79%	$0.64
DVN	0.02%	2.21%	$2.05
AZN.L	0.02%	1.56%	$2.28
IBM	0.02%	2.7%	$6.65
ANZ.ASX	0.02%	4.38%	$1.77
SU.PA	0.02%	1.51%	$3.5
SREN.ZU	0.02%	4.83%	$6.22
GIVN.ZU	0.02%	2.45%	$68
EQT	0.02%	1.05%	$0.62
BOL.ST	0.02%	1.64%	$7.5
ACLN.ZU	0.02%	1.76%	$0.85
MSFT	0.02%	0.86%	$3
TSM	0.01%	0.78%	$1.74
LIN	0.01%	1.23%	$5.33
VACN.ZU	0.01%	1.33%	$6.25
ABBN.ZU	0.01%	1.38%	$0.87
AVGO	0.01%	0.71%	$19.7
AIR.PA	0.01%	1.11%	$1.8
ASML.NV	0.01%	0.62%	$6.1
FPH.ASX	0.01%	1.3%	$0.45
PAAS	0.01%	0.88%	$0.4
NDA.DE	0.01%	0.94%	$1.4
SAF.PA	0.01%	0.89%	$2.2
MTX.DE	0.01%	0.99%	$2
KGC	0.01%	0.4%	$0.12
NEM	0.01%	0.85%	$1.3
LONN.ZU	0.01%	0.76%	$4
ENR.DE	0.01%	0.43%	-
BABA	0.01%	0.79%	$0.98
RHM.DE	0.01%	0.5%	$5.7
0700.HK	0%	0.9%	$3.4
GOOG	0%	0.28%	$0.2
AAPL	0%	0.4%	$0.97
IDR.MC	0%	0.37%	$0.2
WMT	0%	0.78%	$0.81
GEV	0%	0.18%	-
META	0%	0.32%	$1
HEI	0%	0.08%	$0.2
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.16

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.16

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

5,198.92

Low:

ANZ.ASX

4.78

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-26.23%	Nov 2021	Nov 2024	36
-22.91%	Feb 2018	Nov 2019	21
-11.12%	Feb 2020	May 2020	3
-6.01%	Sep 2021	Oct 2021	1
-4.83%	Sep 2020	Nov 2020	2
-4.64%	Mar 2026	-	1
-4.14%	Dec 2024	Jan 2025	1
-3.27%	Feb 2025	May 2025	3
-1.26%	Nov 2025	Jan 2026	2
-1.18%	Feb 2021	Mar 2021	1
-0.4%	Jul 2025	Aug 2025	1
-0.09%	May 2021	Jun 2021	1
-0.07%	Jul 2021	Aug 2021	1