Portfolio of empiricist on eToro

empiricist

🇨🇭 Stock and ETF Multi-Strategy Investor.

47 copiers.

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

Summary

+3.29%

This Month

+3.29%

Year To Date

+37.04%

2 Years

+35.69%

5 Years

+147.92%

10 Years

+11.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.85%
💻 Electronic Technology
14.29%
💵 Cash
10.98%
🖥️ Technology Services
10.4%
🪨 Non Energy Minerals
9.62%
🧬 Health Technology
9.51%
💰 Finance
4.82%
🛍️ Retail Trade
4.65%
🛠️ Producer Manufacturing
3.61%
⛏️ Energy Minerals
2.72%
🧩 Miscellaneous
2.18%
⚡ Utilities
1.59%
🪙 Cryptocurrencies
1.53%
📡 Communications
1.46%
🍞 Consumer Non Durables
1.44%
🚗 Consumer Durables
0.66%
❓ Other
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
27.36%
🇺🇸 Nasdaq
19.62%
🇨🇭 SIX
8.49%
🇬🇧 LSE
7.3%
🇩🇪 Xetra ETFs
7.2%
🇫🇷 Euronext Paris
5.22%
🇩🇪 FRA
3.52%
🇦🇺 Sydney
1.96%
🇪🇸 Bolsa De Madrid
1.76%
🌍 Digital Currency
1.53%
🇸🇪 Stockholm Stock Exchange
1.27%
🇳🇱 Euronext Amsterdam
1.26%
🇭🇰 Hong Kong Exchanges
1.07%
🇳🇴 Oslo Stock Exchange
1.02%
🇩🇰 Copenhagen Stock Exchange
0.74%
🇦🇪 Dubai Financial Market
0.43%

Countries Breakdown

Country
Total

🇺🇸 United States
27.07%
🇨🇭 Switzerland
8.49%
🇬🇧 United Kingdom
5%
🇨🇦 Canada
4.27%
🇫🇷 France
3.71%
🇩🇪 Germany
3.52%
🇳🇱 Netherlands
2.76%
🇨🇳 China
2.23%
🇪🇸 Spain
1.76%
🇹🇼 Taiwan
1.57%
🇦🇺 Australia
1.3%
🇸🇪 Sweden
1.27%
🇱🇺 Luxembourg
1.14%
🇳🇴 Norway
1.02%
🇩🇰 Denmark
0.74%
🇳🇿 New Zealand
0.66%
🇮🇱 Israel
0.42%

Dividends

Dividend Yield

1.04%

51 out of 84 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WDS.ASX (7.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ENGI.PA	0.1%	6.24%	$1.43
PGHN.ZU	0.08%	4.02%	$39
TEL.OL	0.07%	6.55%	$9.5
RIO.L	0.06%	4.3%	$3.41
PFE	0.06%	6.77%	$1.66
MRK	0.04%	3.02%	$3.04
ANZ.ASX	0.04%	4.6%	$1.77
ROG.ZU	0.04%	2.83%	$9.6
NESN.ZU	0.04%	4.16%	$3
AMGN	0.04%	2.96%	$8.76
CABK.MC	0.03%	3.53%	$0.32
WDS.ASX	0.03%	7.1%	$2.16
CVX	0.03%	4.13%	$6.28
SU.PA	0.03%	1.73%	$3.5
GSK.L	0.02%	3.59%	$0.59
NOVO-B.CO	0.02%	3.06%	$9.4
IBM	0.02%	2.31%	$6.65
LOW	0.02%	1.79%	$4.45
UBSG.ZU	0.02%	2.01%	$0.64
EQT	0.02%	1.22%	$0.62
SCMN.ZU	0.02%	3.66%	$22
MSFT	0.02%	0.77%	$3
AIR.PA	0.01%	0.97%	$1.8
AZN.L	0.01%	1.83%	$2.28
CFR.ZU	0.01%	1.93%	$2.75
TSM	0.01%	0.81%	$1.74
GIVN.ZU	0.01%	2.24%	$68
NDA.DE	0.01%	1.05%	$1.4
ROK	0.01%	1.28%	$5
KGC	0.01%	0.35%	$0.12
PAAS	0.01%	0.79%	$0.4
FPH.ASX	0.01%	1.34%	$0.45
ACLN.ZU	0.01%	1.86%	$0.85
ASML.NV	0.01%	0.58%	$6.1
BABA	0.01%	0.62%	$0.98
MTX.DE	0.01%	0.58%	$2
ABBN.ZU	0.01%	1.52%	$0.87
SAP.DE	0.01%	1.24%	$2.2
SAF.PA	0.01%	0.93%	$2.2
GOOG	0%	0.26%	$0.2
0700.HK	0%	0.75%	$3.4
LONN.ZU	0%	0.73%	$4
AVGO	0%	0.72%	$19.7
META	0%	0.35%	$1
IDR.MC	0%	0.37%	$0.2
RHM.DE	0%	0.43%	$5.7
ENR.DE	0%	0.54%	-
AAPL	0%	0.42%	$0.97
HEI	0%	0.07%	$0.2
MU	0%	0.12%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.6/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.61

-2

4.5

Omega Ratio

0.82

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.42

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.61

-2

4.5

Omega Ratio

0.82

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.42

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.62

High:

PANW

116.74

Low:

AVAV

-263.87

Details

PEG Ratio

202.07

High:

LOW

3,835.55

Low:

MTX.DE

1.89

Details

Price/Book

8.44

High:

AAPL

49.43

Low:

LOW

-14.5

Details

Price/Sales

6.68

High:

RKLB

85.01

Low:

NDA.DE

0.36

Details

Price/CF

21.35

High:

ENGI.PA

216.75

Low:

ANZ.ASX

3.92

Details

Price/FCF

58.93

High:

RHM.DE

5,198.92

Low:

ANZ.ASX

4.78

Details

P/E Ratio

31.62

High:

PANW

116.74

Low:

AVAV

-263.87

Details

PEG Ratio

202.07

High:

LOW

3,835.55

Low:

MTX.DE

1.89

Details

Price/Book

8.44

High:

AAPL

49.43

Low:

LOW

-14.5

Details

Price/Sales

6.68

High:

RKLB

85.01

Low:

NDA.DE

0.36

Details

Price/CF

21.35

High:

ENGI.PA

216.75

Low:

ANZ.ASX

3.92

Details

Price/FCF

58.93

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
-4.14%	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.

47 copiers.

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

Summary

+3.29%

This Month

+3.29%

Year To Date

+37.04%

2 Years

+35.69%

5 Years

+147.92%

10 Years

+11.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.85%
💻 Electronic Technology
14.29%
💵 Cash
10.98%
🖥️ Technology Services
10.4%
🪨 Non Energy Minerals
9.62%
🧬 Health Technology
9.51%
💰 Finance
4.82%
🛍️ Retail Trade
4.65%
🛠️ Producer Manufacturing
3.61%
⛏️ Energy Minerals
2.72%
🧩 Miscellaneous
2.18%
⚡ Utilities
1.59%
🪙 Cryptocurrencies
1.53%
📡 Communications
1.46%
🍞 Consumer Non Durables
1.44%
🚗 Consumer Durables
0.66%
❓ Other
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
27.36%
🇺🇸 Nasdaq
19.62%
🇨🇭 SIX
8.49%
🇬🇧 LSE
7.3%
🇩🇪 Xetra ETFs
7.2%
🇫🇷 Euronext Paris
5.22%
🇩🇪 FRA
3.52%
🇦🇺 Sydney
1.96%
🇪🇸 Bolsa De Madrid
1.76%
🌍 Digital Currency
1.53%
🇸🇪 Stockholm Stock Exchange
1.27%
🇳🇱 Euronext Amsterdam
1.26%
🇭🇰 Hong Kong Exchanges
1.07%
🇳🇴 Oslo Stock Exchange
1.02%
🇩🇰 Copenhagen Stock Exchange
0.74%
🇦🇪 Dubai Financial Market
0.43%

Countries Breakdown

Country
Total

🇺🇸 United States
27.07%
🇨🇭 Switzerland
8.49%
🇬🇧 United Kingdom
5%
🇨🇦 Canada
4.27%
🇫🇷 France
3.71%
🇩🇪 Germany
3.52%
🇳🇱 Netherlands
2.76%
🇨🇳 China
2.23%
🇪🇸 Spain
1.76%
🇹🇼 Taiwan
1.57%
🇦🇺 Australia
1.3%
🇸🇪 Sweden
1.27%
🇱🇺 Luxembourg
1.14%
🇳🇴 Norway
1.02%
🇩🇰 Denmark
0.74%
🇳🇿 New Zealand
0.66%
🇮🇱 Israel
0.42%

Dividends

Dividend Yield

1.04%

51 out of 84 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WDS.ASX (7.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ENGI.PA	0.1%	6.24%	$1.43
PGHN.ZU	0.08%	4.02%	$39
TEL.OL	0.07%	6.55%	$9.5
RIO.L	0.06%	4.3%	$3.41
PFE	0.06%	6.77%	$1.66
MRK	0.04%	3.02%	$3.04
ANZ.ASX	0.04%	4.6%	$1.77
ROG.ZU	0.04%	2.83%	$9.6
NESN.ZU	0.04%	4.16%	$3
AMGN	0.04%	2.96%	$8.76
CABK.MC	0.03%	3.53%	$0.32
WDS.ASX	0.03%	7.1%	$2.16
CVX	0.03%	4.13%	$6.28
SU.PA	0.03%	1.73%	$3.5
GSK.L	0.02%	3.59%	$0.59
NOVO-B.CO	0.02%	3.06%	$9.4
IBM	0.02%	2.31%	$6.65
LOW	0.02%	1.79%	$4.45
UBSG.ZU	0.02%	2.01%	$0.64
EQT	0.02%	1.22%	$0.62
SCMN.ZU	0.02%	3.66%	$22
MSFT	0.02%	0.77%	$3
AIR.PA	0.01%	0.97%	$1.8
AZN.L	0.01%	1.83%	$2.28
CFR.ZU	0.01%	1.93%	$2.75
TSM	0.01%	0.81%	$1.74
GIVN.ZU	0.01%	2.24%	$68
NDA.DE	0.01%	1.05%	$1.4
ROK	0.01%	1.28%	$5
KGC	0.01%	0.35%	$0.12
PAAS	0.01%	0.79%	$0.4
FPH.ASX	0.01%	1.34%	$0.45
ACLN.ZU	0.01%	1.86%	$0.85
ASML.NV	0.01%	0.58%	$6.1
BABA	0.01%	0.62%	$0.98
MTX.DE	0.01%	0.58%	$2
ABBN.ZU	0.01%	1.52%	$0.87
SAP.DE	0.01%	1.24%	$2.2
SAF.PA	0.01%	0.93%	$2.2
GOOG	0%	0.26%	$0.2
0700.HK	0%	0.75%	$3.4
LONN.ZU	0%	0.73%	$4
AVGO	0%	0.72%	$19.7
META	0%	0.35%	$1
IDR.MC	0%	0.37%	$0.2
RHM.DE	0%	0.43%	$5.7
ENR.DE	0%	0.54%	-
AAPL	0%	0.42%	$0.97
HEI	0%	0.07%	$0.2
MU	0%	0.12%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.6/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.61

-2

4.5

Omega Ratio

0.82

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.42

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.61

-2

4.5

Omega Ratio

0.82

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-0.29

-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
-4.14%	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