Portfolio of phalaenopsis on eToro

phalaenopsis

🇮🇹 Stock and ETF Multi-Strategy 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

+3.17%

This Month

+3.17%

Year To Date

+28.74%

2 Years

-29.46%

5 Years

-29.46%

10 Years

-7.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
27.55%
📊 ETFs
18.23%
💻 Electronic Technology
6.7%
🧬 Health Technology
6.63%
💰 Finance
6.24%
🖥️ Technology Services
6.04%
🪙 Cryptocurrencies
3.92%
🍞 Consumer Non Durables
3.04%
🧪 Process Industries
2.82%
🛠️ Producer Manufacturing
2.35%
⚡ Utilities
2.26%
💇‍♀️ Consumer Services
1.86%
💼 Commercial Services
1.72%
💹 Forex
1.43%
🛍️ Retail Trade
1.2%
🧩 Miscellaneous
0.96%
🚗 Consumer Durables
0.75%
⛏️ Energy Minerals
0.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
21.95%
🇺🇸 Nasdaq
17.71%
🇩🇪 Xetra ETFs
6.87%
🌍 Digital Currency
3.92%
🇩🇰 Copenhagen Stock Exchange
3.53%
🇳🇴 Oslo Stock Exchange
1.82%
🇩🇪 FRA
1.7%
🇮🇹 Borsa Italiana
1.63%
🇬🇧 LSE
1.59%
🇳🇱 Euronext Amsterdam
1.59%
🇺🇸 Chicago Board Options Exchange
1.5%
🌍 FX
1.43%
🇫🇷 Euronext Paris
0.95%
LSE Auction
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
29.04%
🇩🇰 Denmark
3.67%
🇳🇴 Norway
1.82%
🇩🇪 Germany
1.7%
🇮🇹 Italy
1.63%
🇳🇱 Netherlands
1.59%
🇫🇷 France
0.95%
🇮🇪 Ireland
0.76%
🇬🇧 United Kingdom
0.49%
🇮🇳 India
0.24%
🇰🇷 South Korea
0.19%

Dividends

Dividend Yield

0.65%

41 out of 95 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CALM (9.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.11%	3.14%	$9.4
CALM	0.11%	9.76%	$1.87
A2A.MI	0.05%	3.94%	$0.1
MCD	0.04%	2.32%	$6.53
PEP	0.04%	3.81%	$5.15
SW	0.03%	4.01%	$1.18
BMW.DE	0.03%	4.92%	$6
PFE	0.03%	6.64%	$1.66
MRK	0.02%	3.13%	$3.04
AFX.DE	0.02%	2.1%	$1.1
ENEL.MI	0.02%	5.23%	$0.43
KO	0.02%	2.8%	$1.89
KOG.OL	0.01%	0.76%	-
MC.PA	0.01%	2.39%	$13
TGT	0.01%	4.47%	$4.42
NKE	0.01%	2.59%	$1.45
NGVC	0.01%	1.97%	$0.4
PG	0.01%	2.88%	$3.83
BAC	0.01%	2.09%	$0.96
RLI	0.01%	1.11%	$1.1
PRGO	0.01%	8.32%	$1.1
OXY	0.01%	2.11%	$0.8
EL.PA	0%	1.54%	$3.95
JPM	0%	1.93%	$4.4
V	0%	0.74%	$2.01
RCP.L	0%	1.98%	-
HD	0%	2.47%	$8.52
ORCL	0%	1.17%	$1.6
LGLD.L	0%	1.95%	-
WELL	0%	1.54%	$2.44
MA	0%	0.6%	$2.46
KER.PA	0%	1.98%	$14
NVO	0%	2.04%	$0.98
PYPL	0%	0.26%	-
VLTO	0%	0.47%	$0.27
AVGO	0%	0.73%	$19.7
COST	0%	0.54%	$19.22
RDY	0%	0.54%	$0.41
META	0%	0.29%	$1
NVDA	0%	0.02%	$0.02
HTO	-0.01%	-3.32%	$-1.56

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.85

0.8

1.2

Sharpe Ratio

-0.42

-1

0.5

1.5

Sortino Ratio

-0.53

-1

Jensen's Alpha

-16.46

-17

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.87

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Beta

0.85

0.8

1.2

Sharpe Ratio

-0.42

-1

0.5

1.5

Sortino Ratio

-0.53

-1

Jensen's Alpha

-16.46

-17

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.87

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.86

High:

PLTR

367.98

Low:

CRWD

-371.37

Details

PEG Ratio

259.18

High:

ADSK

2,010.11

Low:

CRWV

-293.16

Details

Price/Book

4.78

High:

59.37

Low:

MCD

-102.98

Details

Price/Sales

5.81

High:

QUBT

3,400.83

Low:

SBLX

Details

Price/CF

29.3

High:

MSTR

7,511.07

Low:

LGLD.L

1.49

Details

Price/FCF

56.86

High:

PEP

5,253.35

Low:

LGLD.L

3.71

Details

P/E Ratio

26.86

High:

PLTR

367.98

Low:

CRWD

-371.37

Details

PEG Ratio

259.18

High:

ADSK

2,010.11

Low:

CRWV

-293.16

Details

Price/Book

4.78

High:

59.37

Low:

MCD

-102.98

Details

Worst Drawdowns

Depth	Start	End	Total months
-57.25%	Sep 2021	-	53
-2.08%	May 2021	Jun 2021	1

Monthly Performance

Portfolio of phalaenopsis on eToro

phalaenopsis

🇮🇹 Stock and ETF Multi-Strategy 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

+3.17%

This Month

+3.17%

Year To Date

+28.74%

2 Years

-29.46%

5 Years

-29.46%

10 Years

-7.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
27.55%
📊 ETFs
18.23%
💻 Electronic Technology
6.7%
🧬 Health Technology
6.63%
💰 Finance
6.24%
🖥️ Technology Services
6.04%
🪙 Cryptocurrencies
3.92%
🍞 Consumer Non Durables
3.04%
🧪 Process Industries
2.82%
🛠️ Producer Manufacturing
2.35%
⚡ Utilities
2.26%
💇‍♀️ Consumer Services
1.86%
💼 Commercial Services
1.72%
💹 Forex
1.43%
🛍️ Retail Trade
1.2%
🧩 Miscellaneous
0.96%
🚗 Consumer Durables
0.75%
⛏️ Energy Minerals
0.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
21.95%
🇺🇸 Nasdaq
17.71%
🇩🇪 Xetra ETFs
6.87%
🌍 Digital Currency
3.92%
🇩🇰 Copenhagen Stock Exchange
3.53%
🇳🇴 Oslo Stock Exchange
1.82%
🇩🇪 FRA
1.7%
🇮🇹 Borsa Italiana
1.63%
🇬🇧 LSE
1.59%
🇳🇱 Euronext Amsterdam
1.59%
🇺🇸 Chicago Board Options Exchange
1.5%
🌍 FX
1.43%
🇫🇷 Euronext Paris
0.95%
LSE Auction
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
29.04%
🇩🇰 Denmark
3.67%
🇳🇴 Norway
1.82%
🇩🇪 Germany
1.7%
🇮🇹 Italy
1.63%
🇳🇱 Netherlands
1.59%
🇫🇷 France
0.95%
🇮🇪 Ireland
0.76%
🇬🇧 United Kingdom
0.49%
🇮🇳 India
0.24%
🇰🇷 South Korea
0.19%

Dividends

Dividend Yield

0.65%

41 out of 95 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CALM (9.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.11%	3.14%	$9.4
CALM	0.11%	9.76%	$1.87
A2A.MI	0.05%	3.94%	$0.1
MCD	0.04%	2.32%	$6.53
PEP	0.04%	3.81%	$5.15
SW	0.03%	4.01%	$1.18
BMW.DE	0.03%	4.92%	$6
PFE	0.03%	6.64%	$1.66
MRK	0.02%	3.13%	$3.04
AFX.DE	0.02%	2.1%	$1.1
ENEL.MI	0.02%	5.23%	$0.43
KO	0.02%	2.8%	$1.89
KOG.OL	0.01%	0.76%	-
MC.PA	0.01%	2.39%	$13
TGT	0.01%	4.47%	$4.42
NKE	0.01%	2.59%	$1.45
NGVC	0.01%	1.97%	$0.4
PG	0.01%	2.88%	$3.83
BAC	0.01%	2.09%	$0.96
RLI	0.01%	1.11%	$1.1
PRGO	0.01%	8.32%	$1.1
OXY	0.01%	2.11%	$0.8
EL.PA	0%	1.54%	$3.95
JPM	0%	1.93%	$4.4
V	0%	0.74%	$2.01
RCP.L	0%	1.98%	-
HD	0%	2.47%	$8.52
ORCL	0%	1.17%	$1.6
LGLD.L	0%	1.95%	-
WELL	0%	1.54%	$2.44
MA	0%	0.6%	$2.46
KER.PA	0%	1.98%	$14
NVO	0%	2.04%	$0.98
PYPL	0%	0.26%	-
VLTO	0%	0.47%	$0.27
AVGO	0%	0.73%	$19.7
COST	0%	0.54%	$19.22
RDY	0%	0.54%	$0.41
META	0%	0.29%	$1
NVDA	0%	0.02%	$0.02
HTO	-0.01%	-3.32%	$-1.56

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.85

0.8

1.2

Sharpe Ratio

-0.42

-1

0.5

1.5

Sortino Ratio

-0.53

-1

Jensen's Alpha

-16.46

-17

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.87

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Beta

0.85

0.8

1.2

Sharpe Ratio

-0.42

-1

0.5

1.5

Sortino Ratio

-0.53

-1

Jensen's Alpha

-16.46

-17

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.87

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

59.37

Low:

MCD

-102.98

Details

4.78

High:

59.37

Low:

MCD

-102.98

Details

Worst Drawdowns

Depth	Start	End	Total months
-57.25%	Sep 2021	-	53
-2.08%	May 2021	Jun 2021	1