Portfolio of mpollock on eToro

mpollock

🇦🇺 ETF and 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

-2.66%

This Month

+2.95%

Year To Date

+25.55%

2 Years

+35.1%

5 Years

+88.06%

10 Years

+10.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
68.68%
🛍️ Retail Trade
10.47%
💰 Finance
9.88%
💵 Cash
8.36%
🧩 Miscellaneous
3.58%
💼 Commercial Services
0.52%
💻 Electronic Technology
0.44%
🍞 Consumer Non Durables
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.94%
🇺🇸 Nasdaq
20.63%
🇩🇪 Xetra ETFs
2.12%

Countries Breakdown

Country
Total

🇺🇸 United States
21.44%

Dividends

Dividend Yield

0.06%

3 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NGVC (2.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
COST	0.05%	0.52%	$19.22
NGVC	0%	2.04%	$0.4
LB	0%	0.56%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.3/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-1.2

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

0.84

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.42

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-1.2

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

0.84

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.42

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

20.05

High:

79.6

Low:

NGVC

12.87

Details

PEG Ratio

513.34

High:

COST

563.16

Low:

NGVC

40.71

Details

Price/Book

2.02

High:

COST

14.75

Low:

BRK.B

1.47

Details

Price/Sales

2.29

High:

28.73

Low:

NGVC

0.46

Details

Price/CF

24.56

High:

MNST

36.06

Low:

NGVC

7.9

Details

Price/FCF

47.14

High:

COST

59.13

Low:

DGII

14.9

Details