Portfolio of marcpalau on eToro

marcpalau

🇪🇸 Stock Investor.

6 copiers.

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

Summary

+5.99%

This Month

+12.21%

Year To Date

+58.48%

2 Years

+44.26%

5 Years

-40.2%

10 Years

-7.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.9%
💵 Cash
20.02%
🖥️ Technology Services
16.89%
💰 Finance
10.09%
🪙 Cryptocurrencies
6.98%
🚗 Consumer Durables
6.87%
🛍️ Retail Trade
4.69%
🧬 Health Technology
4.46%
📡 Communications
3.85%
🍞 Consumer Non Durables
3.3%
⛏️ Energy Minerals
2.58%
💇‍♀️ Consumer Services
1.48%
📊 ETFs
1.18%
🧩 Miscellaneous
1.03%
🧪 Process Industries
0.81%
🚚 Transportation
0.78%
🏥 Health Services
0.55%
🏭 Industrial Services
0.48%
🛠️ Producer Manufacturing
0.44%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
38.1%
🇺🇸 NYSE
20.88%
🇭🇰 Hong Kong Exchanges
7.88%
🇬🇧 LSE
7.31%
🌍 Digital Currency
6.98%
🇸🇦 Tadawul
2.58%
🇪🇸 Bolsa De Madrid
1.7%
🇫🇷 Euronext Paris
0.85%
🇳🇴 Oslo Stock Exchange
0.78%
🇩🇪 FRA
0.29%

Countries Breakdown

Country
Total

🇺🇸 United States
52.73%
🇨🇳 China
7.75%
🇬🇧 United Kingdom
7.28%
🇯🇵 Japan
2.81%
🇸🇦 Saudi Arabia
2.58%
🇪🇸 Spain
1.7%
🇭🇰 Hong Kong
1.37%
🇳🇱 Netherlands
0.88%
🇳🇴 Norway
0.78%
🇩🇪 Germany
0.29%

Dividends

Dividend Yield

1.07%

35 out of 60 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NAS.OL (13.33%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
0728.HK	0.2%	5.98%	$0.26
NAS.OL	0.1%	13.33%	-
BLK	0.09%	1.89%	$20.2
MO	0.08%	6.38%	$3.92
CARD.L	0.05%	6.65%	$0.05
0762.HK	0.04%	8.01%	$0.37
3988.HK	0.04%	4.66%	$0.26
RR.L	0.04%	0.63%	-
KO	0.04%	2.26%	$1.89
LMT	0.03%	2.41%	$12.45
MCD	0.03%	2.7%	$6.53
1585.HK	0.03%	5.08%	$0.48
SAB.MC	0.03%	1.54%	$0.05
CVS	0.03%	2.86%	$2.54
00257.HK	0.03%	5.28%	$0.22
1988.HK	0.02%	6.02%	$0.22
TM	0.02%	2.71%	$4.64
GOOG	0.02%	0.25%	$0.2
BAC	0.02%	1.82%	$0.96
MRK	0.02%	2.21%	$3.04
MSFT	0.02%	0.75%	$3
ULVR.L	0.01%	3.58%	$1.47
MBG.DE	0.01%	7.74%	$5.3
AIR.PA	0.01%	1.57%	$1.8
AMT	0.01%	3.96%	$6.56
APD	0.01%	2.36%	$7.04
SONY	0.01%	0.46%	$0.49
NVDA	0.01%	0.13%	$0.02
BMW.DE	0.01%	7.53%	$6
0700.HK	0.01%	1.2%	$3.4
AAPL	0.01%	0.34%	$0.97
V	0%	0.7%	$2.01
META	0%	0.38%	$1
CRM	0%	0.82%	$0.4
01211.HK	0%	0.44%	$3.41

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

0.83

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-7.88

-8

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.23

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

-0.09

-1

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-7.88

-8

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.23

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

-0.09

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.47

High:

TSLA

372.52

Low:

SNOW

-74.39

Details

PEG Ratio

67.13

High:

ABNB

688.96

Low:

SNOW

-451.99

Details

Price/Book

10.72

High:

SNOW

46.72

Low:

MCD

-151.69

Details

Price/Sales

8.94

High:

MSTR

64.43

Low:

PCVX

Details

Price/CF

24.26

High:

MSTR

7,511.07

Low:

NAS.OL

1.68

Details

Price/FCF

51.7

High:

MSTR

1,187.5

Low:

CNC

2.28

Details

P/E Ratio

31.47

High:

TSLA

372.52

Low:

SNOW

-74.39

Details

PEG Ratio

67.13

High:

ABNB

688.96

Low:

SNOW

-451.99

Details

Price/Book

10.72

High:

SNOW

46.72

Low:

MCD

-151.69

Details

Worst Drawdowns

Depth	Start	End	Total months
-87.63%	Jun 2019	-	87

Monthly Performance

Portfolio of marcpalau on eToro

marcpalau

🇪🇸 Stock Investor.

6 copiers.

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

Summary

+5.99%

This Month

+12.21%

Year To Date

+58.48%

2 Years

+44.26%

5 Years

-40.2%

10 Years

-7.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.9%
💵 Cash
20.02%
🖥️ Technology Services
16.89%
💰 Finance
10.09%
🪙 Cryptocurrencies
6.98%
🚗 Consumer Durables
6.87%
🛍️ Retail Trade
4.69%
🧬 Health Technology
4.46%
📡 Communications
3.85%
🍞 Consumer Non Durables
3.3%
⛏️ Energy Minerals
2.58%
💇‍♀️ Consumer Services
1.48%
📊 ETFs
1.18%
🧩 Miscellaneous
1.03%
🧪 Process Industries
0.81%
🚚 Transportation
0.78%
🏥 Health Services
0.55%
🏭 Industrial Services
0.48%
🛠️ Producer Manufacturing
0.44%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
38.1%
🇺🇸 NYSE
20.88%
🇭🇰 Hong Kong Exchanges
7.88%
🇬🇧 LSE
7.31%
🌍 Digital Currency
6.98%
🇸🇦 Tadawul
2.58%
🇪🇸 Bolsa De Madrid
1.7%
🇫🇷 Euronext Paris
0.85%
🇳🇴 Oslo Stock Exchange
0.78%
🇩🇪 FRA
0.29%

Countries Breakdown

Country
Total

🇺🇸 United States
52.73%
🇨🇳 China
7.75%
🇬🇧 United Kingdom
7.28%
🇯🇵 Japan
2.81%
🇸🇦 Saudi Arabia
2.58%
🇪🇸 Spain
1.7%
🇭🇰 Hong Kong
1.37%
🇳🇱 Netherlands
0.88%
🇳🇴 Norway
0.78%
🇩🇪 Germany
0.29%

Dividends

Dividend Yield

1.07%

35 out of 60 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NAS.OL (13.33%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
0728.HK	0.2%	5.98%	$0.26
NAS.OL	0.1%	13.33%	-
BLK	0.09%	1.89%	$20.2
MO	0.08%	6.38%	$3.92
CARD.L	0.05%	6.65%	$0.05
0762.HK	0.04%	8.01%	$0.37
3988.HK	0.04%	4.66%	$0.26
RR.L	0.04%	0.63%	-
KO	0.04%	2.26%	$1.89
LMT	0.03%	2.41%	$12.45
MCD	0.03%	2.7%	$6.53
1585.HK	0.03%	5.08%	$0.48
SAB.MC	0.03%	1.54%	$0.05
CVS	0.03%	2.86%	$2.54
00257.HK	0.03%	5.28%	$0.22
1988.HK	0.02%	6.02%	$0.22
TM	0.02%	2.71%	$4.64
GOOG	0.02%	0.25%	$0.2
BAC	0.02%	1.82%	$0.96
MRK	0.02%	2.21%	$3.04
MSFT	0.02%	0.75%	$3
ULVR.L	0.01%	3.58%	$1.47
MBG.DE	0.01%	7.74%	$5.3
AIR.PA	0.01%	1.57%	$1.8
AMT	0.01%	3.96%	$6.56
APD	0.01%	2.36%	$7.04
SONY	0.01%	0.46%	$0.49
NVDA	0.01%	0.13%	$0.02
BMW.DE	0.01%	7.53%	$6
0700.HK	0.01%	1.2%	$3.4
AAPL	0.01%	0.34%	$0.97
V	0%	0.7%	$2.01
META	0%	0.38%	$1
CRM	0%	0.82%	$0.4
01211.HK	0%	0.44%	$3.41

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

0.83

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-7.88

-8

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.23

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

-0.09

-1

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-7.88

-8

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.23

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

8.94

High:

MSTR

64.43

Low:

PCVX

Details

Price/CF

24.26

High:

MSTR

7,511.07

Low:

NAS.OL

1.68

Details

Price/FCF

51.7

High:

MSTR

1,187.5

Low:

CNC

2.28

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-87.63%	Jun 2019	-	87