Portfolio of ferlo18 on eToro

ferlo18

🇩🇪 Stock and ETF Value 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

-1.46%

This Month

-0.3%

Year To Date

+18.42%

2 Years

+48.77%

5 Years

+60.69%

10 Years

+11.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
25.64%
📊 ETFs
23.79%
🖥️ Technology Services
20.31%
🛍️ Retail Trade
9.12%
🍞 Consumer Non Durables
5.63%
💇‍♀️ Consumer Services
5.05%
🧬 Health Technology
3.82%
💻 Electronic Technology
2.98%
🧪 Process Industries
2.1%
🪙 Cryptocurrencies
1.81%
💰 Finance
1.11%
🏥 Health Services
1.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.75%
🇺🇸 NYSE
23.16%
🇩🇪 Xetra ETFs
2.63%
🇺🇸 Chicago Board Options Exchange
2.41%
🌍 Digital Currency
1.81%

Countries Breakdown

Country
Total

🇺🇸 United States
44.27%
🇺🇾 Uruguay
6%
🇩🇪 Germany
0.89%

Dividends

Dividend Yield

0.37%

12 out of 37 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
JNJ	0.08%	2.13%	$4.81
NKE	0.08%	2.75%	$1.45
LEVI	0.04%	2.64%	$0.48
KO	0.04%	2.64%	$1.89
UNH	0.03%	3.04%	$7.74
MSFT	0.03%	0.86%	$3
WYNN	0.02%	0.98%	$1
CRM	0.02%	0.87%	$0.4
GOOG	0.02%	0.28%	$0.2
DPZ	0.01%	1.78%	$5.44
SAP	0.01%	0.97%	$1.73
META	0.01%	0.32%	$1

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.5/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.11

-5

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.59

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.11

-5

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.59

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.62

High:

MELI

44.91

Low:

LMND

-24.4

Details

PEG Ratio

274.8

High:

CMG

1,342.9

Low:

LMND

-114.85

Details

Price/Book

7.72

High:

CMG

16.92

Low:

WYNN

-39

Details

Price/Sales

6.47

High:

MSFT

9.9

Low:

UNH

0.59

Details

Price/CF

20.86

High:

VITL

43.41

Low:

WYNN

9.24

Details

Price/FCF

61.74

High:

NKE

947.69

Low:

MELI

12.83

Details

P/E Ratio

27.62

High:

MELI

44.91

Low:

LMND

-24.4

Details

PEG Ratio

274.8

High:

CMG

1,342.9

Low:

LMND

-114.85

Details

Price/Book

7.72

High:

CMG

16.92

Low:

WYNN

-39

Details

Price/Sales

6.47

High:

MSFT

9.9

Low:

UNH

0.59

Details

Price/CF

20.86

High:

VITL

43.41

Low:

WYNN

9.24

Details

Price/FCF

61.74

High:

NKE

947.69

Low:

MELI

12.83

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.75%	Nov 2021	Jul 2023	20
-17.11%	Aug 2023	Dec 2023	4
-8.91%	Feb 2025	Jun 2025	4
-4.55%	Apr 2024	Aug 2024	4
-3.88%	Jan 2024	Feb 2024	1
-3.22%	Feb 2026	-	2
-2.96%	Dec 2024	Jan 2025	1
-2.78%	Sep 2021	Oct 2021	1
-1.75%	Jul 2021	Aug 2021	1
-1.7%	Nov 2025	Jan 2026	2
-1.11%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of ferlo18 on eToro

ferlo18

🇩🇪 Stock and ETF Value 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

-1.46%

This Month

-0.3%

Year To Date

+18.42%

2 Years

+48.77%

5 Years

+60.69%

10 Years

+11.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
25.64%
📊 ETFs
23.79%
🖥️ Technology Services
20.31%
🛍️ Retail Trade
9.12%
🍞 Consumer Non Durables
5.63%
💇‍♀️ Consumer Services
5.05%
🧬 Health Technology
3.82%
💻 Electronic Technology
2.98%
🧪 Process Industries
2.1%
🪙 Cryptocurrencies
1.81%
💰 Finance
1.11%
🏥 Health Services
1.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.75%
🇺🇸 NYSE
23.16%
🇩🇪 Xetra ETFs
2.63%
🇺🇸 Chicago Board Options Exchange
2.41%
🌍 Digital Currency
1.81%

Countries Breakdown

Country
Total

🇺🇸 United States
44.27%
🇺🇾 Uruguay
6%
🇩🇪 Germany
0.89%

Dividends

Dividend Yield

0.37%

12 out of 37 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
JNJ	0.08%	2.13%	$4.81
NKE	0.08%	2.75%	$1.45
LEVI	0.04%	2.64%	$0.48
KO	0.04%	2.64%	$1.89
UNH	0.03%	3.04%	$7.74
MSFT	0.03%	0.86%	$3
WYNN	0.02%	0.98%	$1
CRM	0.02%	0.87%	$0.4
GOOG	0.02%	0.28%	$0.2
DPZ	0.01%	1.78%	$5.44
SAP	0.01%	0.97%	$1.73
META	0.01%	0.32%	$1

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.5/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.11

-5

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.59

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.11

-5

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.59

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

947.69

Low:

MELI

12.83

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.75%	Nov 2021	Jul 2023	20
-17.11%	Aug 2023	Dec 2023	4
-8.91%	Feb 2025	Jun 2025	4
-4.55%	Apr 2024	Aug 2024	4
-3.88%	Jan 2024	Feb 2024	1
-3.22%	Feb 2026	-	2
-2.96%	Dec 2024	Jan 2025	1
-2.78%	Sep 2021	Oct 2021	1
-1.75%	Jul 2021	Aug 2021	1
-1.7%	Nov 2025	Jan 2026	2
-1.11%	Oct 2024	Nov 2024	1