Portfolio of juliav19 on eToro

juliav19

🇦🇪 Stock Market Neutral 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

-6.16%

This Month

+4.25%

Year To Date

-1.49%

2 Years

-1.49%

5 Years

-1.49%

10 Years

-1.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🚗 Consumer Durables
28.87%
🪨 Non Energy Minerals
24.58%
💵 Cash
20.33%
🧪 Process Industries
11.8%
💼 Commercial Services
11.41%
🏭 Industrial Services
4.33%
🍞 Consumer Non Durables
2.49%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
69.8%
🇺🇸 Nasdaq
13.68%

Countries Breakdown

Country
Total

🇺🇸 United States
68.29%
🇮🇹 Italy
15.19%

Dividends

Dividend Yield

0.68%

3 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MOS (3.38%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MOS	0.4%	3.38%	$0.82
RACE	0.18%	1.16%	$2.64
SLB	0.1%	2.4%	$1.05

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

1.39

0.8

1.2

Sharpe Ratio

0.14

0.5

1.5

Sortino Ratio

0.19

Jensen's Alpha

-11.84

-12

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.33

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Beta

1.39

0.8

1.2

Sharpe Ratio

0.14

0.5

1.5

Sortino Ratio

0.19

Jensen's Alpha

-11.84

-12

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.33

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

198.62

High:

TSLA

377.27

Low:

UEC

-84.59

Details

PEG Ratio

197.54

High:

RACE

345.19

Low:

MOS

7.42

Details

Price/Book

13.16

High:

TSLA

18.54

Low:

MOS

0.68

Details

Price/Sales

11.01

High:

UEC

141.46

Low:

0.57

Details

Price/CF

72.06

High:

TSLA

107.92

Low:

SLB

8.94

Details