Portfolio of kolcseyattila on eToro

kolcseyattila

🇩🇪 Stock and ETF Income Investor.

2 copiers.

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

Summary

-2.06%

This Month

+1.54%

Year To Date

+8.89%

2 Years

-80.8%

5 Years

-80.8%

10 Years

-30.7%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
40.95%
💰 Finance
20.73%
💻 Electronic Technology
9.73%
💵 Cash
7.51%
🖥️ Technology Services
4.71%
🧬 Health Technology
4.3%
💇‍♀️ Consumer Services
4.17%
🍞 Consumer Non Durables
3.38%
💼 Commercial Services
3.03%
🛍️ Retail Trade
2.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.34%
🇺🇸 NYSE
37.77%
🇩🇪 Xetra ETFs
9.95%

Countries Breakdown

Country
Total

🇺🇸 United States
46.31%
🇳🇱 Netherlands
3.74%
🇭🇰 Hong Kong
2.06%

Dividends

Dividend Yield

1.11%

11 out of 19 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ABR (13.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ABR	0.36%	13.56%	$1.72
O	0.22%	4.92%	$3.09
CTRE	0.13%	3.41%	$1.13
PEP	0.12%	3.49%	$5.15
JNJ	0.09%	2.13%	$4.81
BAC	0.08%	2.2%	$0.96
PNFP	0.05%	1.33%	$0.88
ASML	0.02%	0.54%	$5.57
PYPL	0.02%	0.6%	-
GOOG	0.01%	0.28%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.2/10

Beta

1.35

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.52

-1

Jensen's Alpha

-26.76

-27

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-1.29

-2

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

-0.33

-1

0.3

0.6

Beta

1.35

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.52

-1

Jensen's Alpha

-26.76

-27

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-1.29

-2

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

-0.33

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.27

High:

ATRO

109.59

Low:

PYPL

8.64

Details

PEG Ratio

81.54

High:

297.48

Low:

FUTU

13.76

Details

Price/Book

8.09

High:

NVDA

28.28

Low:

ABR

0.75

Details

Price/Sales

7.32

High:

NVDA

20.71

Low:

PYPL

1.32

Details

Price/CF

24.19

High:

NVDA

44.64

Low:

ABR

4.16

Details

Price/FCF

56.1

High:

PEP

5,797.72

Low:

PYPL

10.09

Details

P/E Ratio

29.27

High:

ATRO

109.59

Low:

PYPL

8.64

Details

Worst Drawdowns

Depth	Start	End	Total months
-90.89%	Nov 2021	-	53

Monthly Performance

Portfolio of kolcseyattila on eToro

kolcseyattila

🇩🇪 Stock and ETF Income Investor.

2 copiers.

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

Summary

-2.06%

This Month

+1.54%

Year To Date

+8.89%

2 Years

-80.8%

5 Years

-80.8%

10 Years

-30.7%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
40.95%
💰 Finance
20.73%
💻 Electronic Technology
9.73%
💵 Cash
7.51%
🖥️ Technology Services
4.71%
🧬 Health Technology
4.3%
💇‍♀️ Consumer Services
4.17%
🍞 Consumer Non Durables
3.38%
💼 Commercial Services
3.03%
🛍️ Retail Trade
2.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.34%
🇺🇸 NYSE
37.77%
🇩🇪 Xetra ETFs
9.95%

Countries Breakdown

Country
Total

🇺🇸 United States
46.31%
🇳🇱 Netherlands
3.74%
🇭🇰 Hong Kong
2.06%

Dividends

Dividend Yield

1.11%

11 out of 19 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ABR (13.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ABR	0.36%	13.56%	$1.72
O	0.22%	4.92%	$3.09
CTRE	0.13%	3.41%	$1.13
PEP	0.12%	3.49%	$5.15
JNJ	0.09%	2.13%	$4.81
BAC	0.08%	2.2%	$0.96
PNFP	0.05%	1.33%	$0.88
ASML	0.02%	0.54%	$5.57
PYPL	0.02%	0.6%	-
GOOG	0.01%	0.28%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.2/10

Beta

1.35

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.52

-1

Jensen's Alpha

-26.76

-27

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-1.29

-2

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

-0.33

-1

0.3

0.6

Beta

1.35

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.52

-1

Jensen's Alpha

-26.76

-27

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-1.29

-2

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

-0.33

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.27

High:

ATRO

109.59

Low:

PYPL

8.64

Details

81.54

High:

297.48

Low:

FUTU

13.76

Details

Price/Book

8.09

High:

NVDA

28.28

Low:

ABR

0.75

Details

Price/Sales

7.32

High:

NVDA

20.71

Low:

PYPL

1.32

Details

Price/CF

24.19

High:

NVDA

44.64

Low:

ABR

4.16

Details

Price/FCF

56.1

High:

PEP

5,797.72

Low:

PYPL

10.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-90.89%	Nov 2021	-	53