Portfolio of kbernz on eToro

kbernz

🇬🇧 Stock Multi-Strategy Investor.

9 copiers.

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

Summary

+1.87%

This Month

-12.15%

Year To Date

+69.57%

2 Years

+45.72%

5 Years

+45.72%

10 Years

+8.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏥 Health Services
48.43%
🖥️ Technology Services
21.95%
🧬 Health Technology
12.51%
💻 Electronic Technology
10.41%
💼 Commercial Services
6.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.19%
🇺🇸 Nasdaq
29.81%

Countries Breakdown

Country
Total

🇺🇸 United States
87.49%
🇩🇰 Denmark
12.51%

Dividends

Dividend Yield

1.03%

3 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NVO (3.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.56%	3.04%	$7.74
NVO	0.43%	3.45%	$0.98
PYPL	0.04%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

1.62

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

0.11

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

1.62

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

0.11

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.97

High:

AMD

76.4

Low:

ZETA

-124.49

Details

PEG Ratio

36.26

High:

NVO

199.02

Low:

ZETA

-195.94

Details

Price/Book

3.83

High:

ADBE

9.7

Low:

PYPL

2.12

Details

Price/Sales

1.17

High:

AMD

9.62

Low:

OSCR

0.36

Details

Price/CF

17.62

High:

BULL

1,936.14

Low:

OSCR

3.72

Details

Price/FCF

36.28

High:

BULL

1,936.14

Low:

OSCR

3.85

Details

P/E Ratio

22.97

High:

AMD

76.4

Low:

ZETA

-124.49

Details

PEG Ratio

36.26

High:

NVO

199.02

Low:

ZETA

-195.94

Details

Price/Book

3.83

High:

ADBE

9.7

Low:

PYPL

2.12

Details

Price/Sales

1.17

High:

AMD

9.62

Low:

OSCR

0.36

Details

Price/CF

17.62

High:

BULL

1,936.14

Low:

OSCR

3.72

Details

Price/FCF

36.28

High:

BULL

1,936.14

Low:

OSCR

3.85

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-54.74%	Jan 2022	Jun 2025	41
-24.02%	Oct 2025	-	6
-0.88%	Jul 2025	Aug 2025	1
-0.65%	Nov 2021	Dec 2021	1

Monthly Performance

Portfolio of kbernz on eToro

kbernz

🇬🇧 Stock Multi-Strategy Investor.

9 copiers.

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

Summary

+1.87%

This Month

-12.15%

Year To Date

+69.57%

2 Years

+45.72%

5 Years

+45.72%

10 Years

+8.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏥 Health Services
48.43%
🖥️ Technology Services
21.95%
🧬 Health Technology
12.51%
💻 Electronic Technology
10.41%
💼 Commercial Services
6.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.19%
🇺🇸 Nasdaq
29.81%

Countries Breakdown

Country
Total

🇺🇸 United States
87.49%
🇩🇰 Denmark
12.51%

Dividends

Dividend Yield

1.03%

3 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NVO (3.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.56%	3.04%	$7.74
NVO	0.43%	3.45%	$0.98
PYPL	0.04%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

1.62

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

0.11

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

1.62

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

0.11

0.3

0.6

Calmar Ratio

1,936.14

Low:

OSCR

3.85

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-54.74%	Jan 2022	Jun 2025	41
-24.02%	Oct 2025	-	6
-0.88%	Jul 2025	Aug 2025	1
-0.65%	Nov 2021	Dec 2021	1