Portfolio of marcoroma78 on eToro

marcoroma78

🇮🇹 Stock 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

+2.1%

This Month

+2.1%

Year To Date

+14%

2 Years

+19.63%

5 Years

+33.97%

10 Years

+5.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
38.83%
🧩 Miscellaneous
13.83%
⚡ Utilities
9.79%
💵 Cash
9.7%
🚚 Transportation
4.91%
⛏️ Energy Minerals
4.21%
🛍️ Retail Trade
3.53%
📦 Distribution Services
2.97%
🏭 Industrial Services
2.86%
🧪 Process Industries
2.57%
🚗 Consumer Durables
2.25%
🪨 Non Energy Minerals
1.15%
💇‍♀️ Consumer Services
0.54%
🖥️ Technology Services
0.33%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.65%
🇺🇸 Nasdaq
22.85%
🇩🇪 FRA
1.64%
🇫🇷 Euronext Paris
0.64%

Countries Breakdown

Country
Total

🇺🇸 United States
71.38%
🇨🇦 Canada
10.42%
🇧🇲 Bermuda
2.54%
🇩🇪 Germany
1.64%
🇧🇷 Brazil
1.15%
🇫🇷 France
0.64%

Dividends

Dividend Yield

8.66%

54 out of 59 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AFCG (35.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AFCG	1.68%	35.39%	$1.92
PSEC	1.57%	19.49%	$0.72
ABR	0.96%	16.58%	$1.72
FSK	0.94%	19.5%	$2.47
ADAM	0.27%	10.34%	$1
BCSF	0.22%	12.42%	$1.68
STWD	0.2%	10.54%	$1.92
CCAP	0.18%	11.65%	$1.64
EVK.DE	0.15%	9.13%	$1.17
LPG	0.15%	6.31%	-
UVV	0.15%	6.01%	$3.21
ARCC	0.14%	9.3%	$1.62
DHT	0.14%	5.56%	$1.05
XIFR	0.14%	9.39%	$3.49
EFC	0.13%	11.21%	$1.72
BXSL	0.11%	11.81%	-
TRP	0.09%	4.5%	$2.79
KRC	0.08%	5.86%	$2.16
LTC.US	0.08%	6.08%	$2.28
F	0.07%	5.63%	$0.78
CM	0.07%	3.06%	$2.6
KEY	0.07%	3.92%	$0.82
VLY	0.06%	3.73%	$0.44
ETD	0.06%	6.45%	$1.47
CNQ	0.06%	4.91%	$1.48
BEN	0.06%	5.2%	$1.23
SR	0.05%	3.8%	$2.99
NWE	0.05%	3.89%	$2.58
EVRG	0.05%	3.56%	$2.54
FTS	0.04%	3.41%	$1.73
SU	0.04%	3.36%	$1.59
MAIN	0.04%	4.82%	$2.85
USB	0.04%	3.78%	$1.94
CVX	0.04%	4.12%	$6.28
CVS	0.04%	3.34%	$2.54
PBA	0.04%	5.23%	$1.99
BKH	0.04%	3.73%	$2.55
OGS	0.04%	3.41%	$2.62
CBAN	0.04%	2.49%	$0.45
OLP	0.04%	8.44%	$1.8
GGB	0.03%	2.45%	$0.22
CVE	0.02%	3.17%	$0.44
ALLY	0.02%	2.83%	$1.2
BG	0.02%	2.55%	$2.7
AEO	0.02%	1.96%	$0.48
CADE	0.02%	2.47%	$0.97
PB	0.02%	3.24%	$2.23
AEE	0.02%	2.77%	$2.6
NTRS	0.02%	2.16%	$3
CMA	0.01%	3.04%	$2.84
TGNA	0.01%	2.65%	$0.47
AVT	0.01%	2.77%	$1.24
TD	0.01%	3.25%	$2.93
SOBO	-0.01%	-7.44%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.2/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-5.44

-6

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

0.37

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-5.44

-6

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

0.37

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.86

High:

CVS

209.28

Low:

XIFR

-5.82

Details

PEG Ratio

206.09

High:

FTS

1,743.54

Low:

CENN

-1.07

Details

Price/Book

1.56

High:

TRP

3.15

Low:

CENN

0.1

Details

Price/Sales

1.07

High:

PSEC

9.32

Low:

NXI.PA

0.15

Details

Price/CF

7.49

High:

CMA

71.26

Low:

XIFR

0.83

Details

Price/FCF

20.76

High:

BXSL

337.55

Low:

NXI.PA

2.75

Details

P/E Ratio

18.86

High:

CVS

209.28

Low:

XIFR

-5.82

Details

PEG Ratio

206.09

High:

FTS

1,743.54

Low:

CENN

-1.07

Details

Price/Book

1.56

High:

TRP

3.15

Low:

CENN

0.1

Details

Price/Sales

1.07

High:

PSEC

9.32

Low:

NXI.PA

0.15

Details

Price/CF

7.49

High:

CMA

71.26

Low:

XIFR

0.83

Details

Price/FCF

20.76

High:

BXSL

337.55

Low:

NXI.PA

2.75

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.57%	Sep 2021	Mar 2024	30
-11.15%	Dec 2024	-	14
-2.93%	Jun 2021	Aug 2021	2
-1.99%	Apr 2024	May 2024	1
-1.66%	Feb 2021	Mar 2021	1
-1.53%	Oct 2024	Nov 2024	1
-1.32%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of marcoroma78 on eToro

marcoroma78

🇮🇹 Stock 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

+2.1%

This Month

+2.1%

Year To Date

+14%

2 Years

+19.63%

5 Years

+33.97%

10 Years

+5.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
38.83%
🧩 Miscellaneous
13.83%
⚡ Utilities
9.79%
💵 Cash
9.7%
🚚 Transportation
4.91%
⛏️ Energy Minerals
4.21%
🛍️ Retail Trade
3.53%
📦 Distribution Services
2.97%
🏭 Industrial Services
2.86%
🧪 Process Industries
2.57%
🚗 Consumer Durables
2.25%
🪨 Non Energy Minerals
1.15%
💇‍♀️ Consumer Services
0.54%
🖥️ Technology Services
0.33%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.65%
🇺🇸 Nasdaq
22.85%
🇩🇪 FRA
1.64%
🇫🇷 Euronext Paris
0.64%

Countries Breakdown

Country
Total

🇺🇸 United States
71.38%
🇨🇦 Canada
10.42%
🇧🇲 Bermuda
2.54%
🇩🇪 Germany
1.64%
🇧🇷 Brazil
1.15%
🇫🇷 France
0.64%

Dividends

Dividend Yield

8.66%

54 out of 59 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AFCG (35.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AFCG	1.68%	35.39%	$1.92
PSEC	1.57%	19.49%	$0.72
ABR	0.96%	16.58%	$1.72
FSK	0.94%	19.5%	$2.47
ADAM	0.27%	10.34%	$1
BCSF	0.22%	12.42%	$1.68
STWD	0.2%	10.54%	$1.92
CCAP	0.18%	11.65%	$1.64
EVK.DE	0.15%	9.13%	$1.17
LPG	0.15%	6.31%	-
UVV	0.15%	6.01%	$3.21
ARCC	0.14%	9.3%	$1.62
DHT	0.14%	5.56%	$1.05
XIFR	0.14%	9.39%	$3.49
EFC	0.13%	11.21%	$1.72
BXSL	0.11%	11.81%	-
TRP	0.09%	4.5%	$2.79
KRC	0.08%	5.86%	$2.16
LTC.US	0.08%	6.08%	$2.28
F	0.07%	5.63%	$0.78
CM	0.07%	3.06%	$2.6
KEY	0.07%	3.92%	$0.82
VLY	0.06%	3.73%	$0.44
ETD	0.06%	6.45%	$1.47
CNQ	0.06%	4.91%	$1.48
BEN	0.06%	5.2%	$1.23
SR	0.05%	3.8%	$2.99
NWE	0.05%	3.89%	$2.58
EVRG	0.05%	3.56%	$2.54
FTS	0.04%	3.41%	$1.73
SU	0.04%	3.36%	$1.59
MAIN	0.04%	4.82%	$2.85
USB	0.04%	3.78%	$1.94
CVX	0.04%	4.12%	$6.28
CVS	0.04%	3.34%	$2.54
PBA	0.04%	5.23%	$1.99
BKH	0.04%	3.73%	$2.55
OGS	0.04%	3.41%	$2.62
CBAN	0.04%	2.49%	$0.45
OLP	0.04%	8.44%	$1.8
GGB	0.03%	2.45%	$0.22
CVE	0.02%	3.17%	$0.44
ALLY	0.02%	2.83%	$1.2
BG	0.02%	2.55%	$2.7
AEO	0.02%	1.96%	$0.48
CADE	0.02%	2.47%	$0.97
PB	0.02%	3.24%	$2.23
AEE	0.02%	2.77%	$2.6
NTRS	0.02%	2.16%	$3
CMA	0.01%	3.04%	$2.84
TGNA	0.01%	2.65%	$0.47
AVT	0.01%	2.77%	$1.24
TD	0.01%	3.25%	$2.93
SOBO	-0.01%	-7.44%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.2/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-5.44

-6

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

0.37

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-5.44

-6

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

0.37

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

337.55

Low:

NXI.PA

2.75

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.57%	Sep 2021	Mar 2024	30
-11.15%	Dec 2024	-	14
-2.93%	Jun 2021	Aug 2021	2
-1.99%	Apr 2024	May 2024	1
-1.66%	Feb 2021	Mar 2021	1
-1.53%	Oct 2024	Nov 2024	1
-1.32%	Jun 2024	Jul 2024	1