Portfolio of iswiftyee on eToro

iswiftyee

🇦🇺 Stock and Index 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

+1.73%

This Month

+2.23%

Year To Date

-1.61%

2 Years

-24.17%

5 Years

-99.97%

10 Years

-57.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
16.69%
📈 Indexes
11.32%
💵 Cash
10.88%
🪙 Cryptocurrencies
6.87%
🍞 Consumer Non Durables
6.35%
⚡ Utilities
5.1%
📊 ETFs
4.55%
🖥️ Technology Services
4%
🚗 Consumer Durables
3.69%
💇‍♀️ Consumer Services
3.16%
🧬 Health Technology
3.14%
🚚 Transportation
2.99%
💻 Electronic Technology
2.94%
⛏️ Energy Minerals
2.56%
🛠️ Producer Manufacturing
2.47%
🪨 Non Energy Minerals
2.45%
🧪 Process Industries
2.26%
📡 Communications
1.23%
📦 Distribution Services
1.07%
🧩 Miscellaneous
0.72%
🛍️ Retail Trade
0.65%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
29.88%
🇺🇸 Nasdaq
12.5%
🌍 CFD
11.32%
🌍 Digital Currency
6.87%
🇬🇧 LSE
5.43%
🇫🇷 Euronext Paris
4.93%
🇭🇰 Hong Kong Exchanges
3.77%
🇦🇺 Sydney
3.65%
🇩🇪 FRA
2.93%
🇮🇹 Borsa Italiana
1.79%
🇫🇮 Helsinki Stock Exchange
1.14%
🌍 FX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
32.18%
🇬🇧 United Kingdom
7.47%
🇫🇷 France
4.93%
🇦🇺 Australia
3.65%
🇩🇪 Germany
2.93%
🇨🇳 China
2.27%
🇭🇰 Hong Kong
1.49%
🇧🇷 Brazil
1.37%
🇬🇷 Greece
1.15%
🇫🇮 Finland
1.14%
🇮🇹 Italy
1.11%
🇮🇳 India
1.09%
🇳🇱 Netherlands
0.68%

Dividends

Dividend Yield

2.81%

50 out of 69 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PSEC (19.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORC	0.19%	19.46%	$1.56
PSEC	0.14%	19.49%	$0.72
APLE	0.13%	7.72%	$0.96
AGNC	0.13%	13.13%	$1.44
MBG.DE	0.12%	12.36%	$5.3
EFC	0.11%	12.79%	$1.72
PBR.A	0.1%	7.19%	$2.21
KVUE	0.1%	4.6%	$0.8
EPR	0.1%	5.95%	$3.34
ENGI.PA	0.09%	5.45%	$1.43
PFE	0.08%	6.48%	$1.66
UTG.L	0.08%	6.92%	$0.35
BTI	0.08%	5.42%	$2.92
STLAM.MI	0.07%	10.46%	$1.55
VOW3.DE	0.06%	6.71%	$9.06
MPT	0.06%	6.18%	$0.6
TTE.PA	0.06%	5.08%	$3.06
INSW	0.06%	3.12%	$5.74
RIO	0.06%	4.15%	$4.34
SHC.L	0.06%	2.73%	$0.03
ENEL.MI	0.06%	5.04%	$0.43
O	0.06%	4.92%	$3.09
ORA.PA	0.05%	4.21%	$0.72
F	0.05%	4.71%	$0.78
BAS.DE	0.05%	4.81%	$3.4
MAIN	0.05%	5.21%	$2.85
SIRI	0.05%	4.77%	$0.1
DNL.ASX	0.04%	3.5%	$0.09
SAN.PA	0.04%	5.23%	$3.76
FORTUM.HE	0.04%	3.7%	$1.15
PEP	0.04%	3.49%	$5.15
STAG	0.04%	3.81%	$1.47
RS1.L	0.04%	3.37%	$0.22
CLX	0.04%	4.26%	$4.8
MDU	0.03%	2.64%	$0.5
LEA	0.03%	2.51%	$3.08
151.HK	0.03%	3.4%	$0.25
SBLK	0.03%	2.26%	$1.82
00001.HK	0.02%	3.64%	$2.53
MCD	0.02%	2.2%	$6.53
0968.HK	0.02%	1.51%	$0.23
GMG.ASX	0.02%	1.08%	$0.3
02196.HK	0.02%	1.86%	$0.27
WH	0.02%	2.04%	$1.46
TTST.L	0.02%	1.65%	$0.41
CBA.ASX	0.02%	2.86%	$4.55
MRSH	0.02%	1.96%	$2.84
META	0.01%	0.32%	$1
AAPL	0%	0.4%	$0.97
EA	0%	0.38%	$0.76

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.49

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.7

-20

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

-2.72

-3

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

-0.56

-1

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.7

-20

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

-2.72

-3

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

-0.56

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.61

High:

ARM

165.37

Low:

NET

-631.21

Details

PEG Ratio

121.05

High:

151.HK

863.36

Low:

CRSR

-57.18

Details

Price/Book

5.14

High:

NET

44.83

Low:

MCD

-131.7

Details

Price/Sales

3.39

High:

NET

30.1

Low:

STLAM.MI

0.12

Details

Price/CF

14.79

High:

ENGI.PA

216.75

Low:

PBR.A

2.33

Details

Price/FCF

39.08

High:

PEP

5,797.72

Low:

MBG.DE

4.14

Details

P/E Ratio

28.61

High:

ARM

165.37

Low:

NET

-631.21

Details

PEG Ratio

121.05

High:

151.HK

863.36

Low:

CRSR

-57.18

Details

Price/Book

5.14

High:

NET

44.83

Low:

MCD

-131.7

Details

Price/Sales

3.39

High:

NET

30.1

Low:

STLAM.MI

0.12

Details

Price/CF

14.79

High:

ENGI.PA

216.75

Low:

PBR.A

2.33

Details

Price/FCF

39.08

High:

PEP

5,797.72

Low:

MBG.DE

4.14

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-99.99%	Jun 2016	-	118

Monthly Performance

Portfolio of iswiftyee on eToro

iswiftyee

🇦🇺 Stock and Index 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

+1.73%

This Month

+2.23%

Year To Date

-1.61%

2 Years

-24.17%

5 Years

-99.97%

10 Years

-57.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
16.69%
📈 Indexes
11.32%
💵 Cash
10.88%
🪙 Cryptocurrencies
6.87%
🍞 Consumer Non Durables
6.35%
⚡ Utilities
5.1%
📊 ETFs
4.55%
🖥️ Technology Services
4%
🚗 Consumer Durables
3.69%
💇‍♀️ Consumer Services
3.16%
🧬 Health Technology
3.14%
🚚 Transportation
2.99%
💻 Electronic Technology
2.94%
⛏️ Energy Minerals
2.56%
🛠️ Producer Manufacturing
2.47%
🪨 Non Energy Minerals
2.45%
🧪 Process Industries
2.26%
📡 Communications
1.23%
📦 Distribution Services
1.07%
🧩 Miscellaneous
0.72%
🛍️ Retail Trade
0.65%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
29.88%
🇺🇸 Nasdaq
12.5%
🌍 CFD
11.32%
🌍 Digital Currency
6.87%
🇬🇧 LSE
5.43%
🇫🇷 Euronext Paris
4.93%
🇭🇰 Hong Kong Exchanges
3.77%
🇦🇺 Sydney
3.65%
🇩🇪 FRA
2.93%
🇮🇹 Borsa Italiana
1.79%
🇫🇮 Helsinki Stock Exchange
1.14%
🌍 FX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
32.18%
🇬🇧 United Kingdom
7.47%
🇫🇷 France
4.93%
🇦🇺 Australia
3.65%
🇩🇪 Germany
2.93%
🇨🇳 China
2.27%
🇭🇰 Hong Kong
1.49%
🇧🇷 Brazil
1.37%
🇬🇷 Greece
1.15%
🇫🇮 Finland
1.14%
🇮🇹 Italy
1.11%
🇮🇳 India
1.09%
🇳🇱 Netherlands
0.68%

Dividends

Dividend Yield

2.81%

50 out of 69 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PSEC (19.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORC	0.19%	19.46%	$1.56
PSEC	0.14%	19.49%	$0.72
APLE	0.13%	7.72%	$0.96
AGNC	0.13%	13.13%	$1.44
MBG.DE	0.12%	12.36%	$5.3
EFC	0.11%	12.79%	$1.72
PBR.A	0.1%	7.19%	$2.21
KVUE	0.1%	4.6%	$0.8
EPR	0.1%	5.95%	$3.34
ENGI.PA	0.09%	5.45%	$1.43
PFE	0.08%	6.48%	$1.66
UTG.L	0.08%	6.92%	$0.35
BTI	0.08%	5.42%	$2.92
STLAM.MI	0.07%	10.46%	$1.55
VOW3.DE	0.06%	6.71%	$9.06
MPT	0.06%	6.18%	$0.6
TTE.PA	0.06%	5.08%	$3.06
INSW	0.06%	3.12%	$5.74
RIO	0.06%	4.15%	$4.34
SHC.L	0.06%	2.73%	$0.03
ENEL.MI	0.06%	5.04%	$0.43
O	0.06%	4.92%	$3.09
ORA.PA	0.05%	4.21%	$0.72
F	0.05%	4.71%	$0.78
BAS.DE	0.05%	4.81%	$3.4
MAIN	0.05%	5.21%	$2.85
SIRI	0.05%	4.77%	$0.1
DNL.ASX	0.04%	3.5%	$0.09
SAN.PA	0.04%	5.23%	$3.76
FORTUM.HE	0.04%	3.7%	$1.15
PEP	0.04%	3.49%	$5.15
STAG	0.04%	3.81%	$1.47
RS1.L	0.04%	3.37%	$0.22
CLX	0.04%	4.26%	$4.8
MDU	0.03%	2.64%	$0.5
LEA	0.03%	2.51%	$3.08
151.HK	0.03%	3.4%	$0.25
SBLK	0.03%	2.26%	$1.82
00001.HK	0.02%	3.64%	$2.53
MCD	0.02%	2.2%	$6.53
0968.HK	0.02%	1.51%	$0.23
GMG.ASX	0.02%	1.08%	$0.3
02196.HK	0.02%	1.86%	$0.27
WH	0.02%	2.04%	$1.46
TTST.L	0.02%	1.65%	$0.41
CBA.ASX	0.02%	2.86%	$4.55
MRSH	0.02%	1.96%	$2.84
META	0.01%	0.32%	$1
AAPL	0%	0.4%	$0.97
EA	0%	0.38%	$0.76

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.49

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.7

-20

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

-2.72

-3

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

-0.56

-1

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.7

-20

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

-2.72

-3

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

PEP

5,797.72

Low:

MBG.DE

4.14

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-99.99%	Jun 2016	-	118