Portfolio of phalaenopsis on eToro

phalaenopsis

🇮🇹 Stock and ETF Multi-Strategy 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

+0.4%

This Month

+0.96%

Year To Date

+4.25%

2 Years

-28.17%

5 Years

-30.97%

10 Years

-7.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
38.47%
💻 Electronic Technology
9.69%
🖥️ Technology Services
7.4%
🪙 Cryptocurrencies
6.92%
🧩 Miscellaneous
6.21%
🧬 Health Technology
5.79%
💰 Finance
4.99%
🧪 Process Industries
3.5%
⚡ Utilities
3.19%
🍞 Consumer Non Durables
2.81%
💇‍♀️ Consumer Services
2.75%
🛠️ Producer Manufacturing
2.27%
💼 Commercial Services
1.95%
🛍️ Retail Trade
1.58%
🚗 Consumer Durables
1.55%
🪨 Non Energy Minerals
0.45%
💵 Cash
0.26%
❓ Other
0.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
46.66%
🇺🇸 Nasdaq
22.76%
🌍 Digital Currency
6.92%
🇩🇪 Xetra ETFs
4.37%
🇮🇹 Borsa Italiana
4.01%
🇬🇧 LSE
3.67%
🇩🇰 Copenhagen Stock Exchange
3.14%
🇳🇱 Euronext Amsterdam
2.08%
🇺🇸 Chicago Board Options Exchange
1.9%
🇩🇪 FRA
1.75%
🇳🇴 Oslo Stock Exchange
1.04%
🇫🇷 Euronext Paris
0.82%
🇭🇰 Hong Kong Exchanges
0.55%

Countries Breakdown

Country
Total

🇺🇸 United States
31.59%
🇮🇹 Italy
4.01%
🇬🇧 United Kingdom
3.3%
🇩🇰 Denmark
3.24%
🇳🇱 Netherlands
2.08%
🇩🇪 Germany
1.75%
🇯🇵 Japan
1.07%
🇳🇴 Norway
1.04%
🇮🇪 Ireland
0.95%
🇫🇷 France
0.82%
🇨🇳 China
0.55%
🇮🇳 India
0.47%

Dividends

Dividend Yield

0.76%

35 out of 88 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PRGO (7.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.12%	3.91%	$9.4
A2A.MI	0.12%	4.51%	$0.1
CALM	0.08%	6.45%	$1.87
MCD	0.06%	2.87%	$6.53
PEP	0.06%	4.18%	$5.15
SW	0.03%	3.85%	$1.18
BMW.DE	0.03%	6.99%	$6
NGVC	0.03%	2.04%	$0.4
TM	0.03%	2.71%	$4.64
PFE	0.03%	6.05%	$1.66
AFX.DE	0.02%	1.71%	$1.1
PG	0.02%	2.91%	$3.83
KOG.OL	0.02%	1.85%	-
MC.PA	0.01%	3.03%	$13
NKE	0.01%	4.24%	$1.45
LTMC.MI	0.01%	1.8%	$0.26
RLI	0.01%	1.06%	$1.1
PYPL	0.01%	0.76%	-
BZU.MI	0.01%	1.71%	$0.6
EL.PA	0.01%	2.67%	$3.95
ORCL	0.01%	1.26%	$1.6
MSFT	0.01%	0.73%	$3
PRGO	0.01%	7.77%	$1.1
V	0%	0.69%	$2.01
LDO.MI	0%	1.25%	$0.28
HD	0%	2.88%	$8.52
MA	0%	0.58%	$2.46
NVO	0%	2.64%	$0.98
VLTO	0%	0.52%	$0.27
01211.HK	0%	0.48%	$3.41
RDY	0%	0.54%	$0.41
META	0%	0.34%	$1
QQQ	0%	0.39%	-
KER.PA	0%	1.22%	$14
HTO	-0.01%	-2.67%	$-1.56

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.49

-1

Jensen's Alpha

-15.92

-16

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.76

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.49

-1

Jensen's Alpha

-15.92

-16

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.76

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.32

High:

KER.PA

422.76

Low:

IONQ

-250.35

Details

PEG Ratio

120.8

High:

META

401.05

Low:

IONQ

-236.75

Details

Price/Book

3.31

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

3.96

High:

QBTS

593.26

Low:

FABC

Details

Price/CF

16.3

High:

MSTR

7,511.07

Low:

A2A.MI

4.23

Details

Price/FCF

44.54

High:

MSTR

1,187.5

Low:

OCI.NV

4.99

Details

P/E Ratio

19.32

High:

KER.PA

422.76

Low:

IONQ

-250.35

Details

PEG Ratio

120.8

High:

META

401.05

Low:

IONQ

-236.75

Details

Price/Book

3.31

High:

69.54

Low:

MCD

-151.69

Details

Worst Drawdowns

Depth	Start	End	Total months
-57.25%	Sep 2021	-	61
-2.08%	May 2021	Jun 2021	1

Monthly Performance

Portfolio of phalaenopsis on eToro

phalaenopsis

🇮🇹 Stock and ETF Multi-Strategy 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

+0.4%

This Month

+0.96%

Year To Date

+4.25%

2 Years

-28.17%

5 Years

-30.97%

10 Years

-7.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
38.47%
💻 Electronic Technology
9.69%
🖥️ Technology Services
7.4%
🪙 Cryptocurrencies
6.92%
🧩 Miscellaneous
6.21%
🧬 Health Technology
5.79%
💰 Finance
4.99%
🧪 Process Industries
3.5%
⚡ Utilities
3.19%
🍞 Consumer Non Durables
2.81%
💇‍♀️ Consumer Services
2.75%
🛠️ Producer Manufacturing
2.27%
💼 Commercial Services
1.95%
🛍️ Retail Trade
1.58%
🚗 Consumer Durables
1.55%
🪨 Non Energy Minerals
0.45%
💵 Cash
0.26%
❓ Other
0.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
46.66%
🇺🇸 Nasdaq
22.76%
🌍 Digital Currency
6.92%
🇩🇪 Xetra ETFs
4.37%
🇮🇹 Borsa Italiana
4.01%
🇬🇧 LSE
3.67%
🇩🇰 Copenhagen Stock Exchange
3.14%
🇳🇱 Euronext Amsterdam
2.08%
🇺🇸 Chicago Board Options Exchange
1.9%
🇩🇪 FRA
1.75%
🇳🇴 Oslo Stock Exchange
1.04%
🇫🇷 Euronext Paris
0.82%
🇭🇰 Hong Kong Exchanges
0.55%

Countries Breakdown

Country
Total

🇺🇸 United States
31.59%
🇮🇹 Italy
4.01%
🇬🇧 United Kingdom
3.3%
🇩🇰 Denmark
3.24%
🇳🇱 Netherlands
2.08%
🇩🇪 Germany
1.75%
🇯🇵 Japan
1.07%
🇳🇴 Norway
1.04%
🇮🇪 Ireland
0.95%
🇫🇷 France
0.82%
🇨🇳 China
0.55%
🇮🇳 India
0.47%

Dividends

Dividend Yield

0.76%

35 out of 88 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PRGO (7.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.12%	3.91%	$9.4
A2A.MI	0.12%	4.51%	$0.1
CALM	0.08%	6.45%	$1.87
MCD	0.06%	2.87%	$6.53
PEP	0.06%	4.18%	$5.15
SW	0.03%	3.85%	$1.18
BMW.DE	0.03%	6.99%	$6
NGVC	0.03%	2.04%	$0.4
TM	0.03%	2.71%	$4.64
PFE	0.03%	6.05%	$1.66
AFX.DE	0.02%	1.71%	$1.1
PG	0.02%	2.91%	$3.83
KOG.OL	0.02%	1.85%	-
MC.PA	0.01%	3.03%	$13
NKE	0.01%	4.24%	$1.45
LTMC.MI	0.01%	1.8%	$0.26
RLI	0.01%	1.06%	$1.1
PYPL	0.01%	0.76%	-
BZU.MI	0.01%	1.71%	$0.6
EL.PA	0.01%	2.67%	$3.95
ORCL	0.01%	1.26%	$1.6
MSFT	0.01%	0.73%	$3
PRGO	0.01%	7.77%	$1.1
V	0%	0.69%	$2.01
LDO.MI	0%	1.25%	$0.28
HD	0%	2.88%	$8.52
MA	0%	0.58%	$2.46
NVO	0%	2.64%	$0.98
VLTO	0%	0.52%	$0.27
01211.HK	0%	0.48%	$3.41
RDY	0%	0.54%	$0.41
META	0%	0.34%	$1
QQQ	0%	0.39%	-
KER.PA	0%	1.22%	$14
HTO	-0.01%	-2.67%	$-1.56

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.49

-1

Jensen's Alpha

-15.92

-16

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.76

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.39

-1

0.5

1.5

Sortino Ratio

-0.49

-1

Jensen's Alpha

-15.92

-16

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.76

-1

0.75

1.25

Information Ratio

-1.16

-2

0.3

0.6

Calmar Ratio

69.54

Low:

MCD

-151.69

Details

3.31

High:

69.54

Low:

MCD

-151.69

Details

Worst Drawdowns

Depth	Start	End	Total months
-57.25%	Sep 2021	-	61
-2.08%	May 2021	Jun 2021	1