Portfolio of pladani on eToro

pladani

🇩🇪 Stock and ETF Value 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

-1.37%

This Month

+4.28%

Year To Date

+46.14%

2 Years

-5.45%

5 Years

-5.45%

10 Years

-1.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.33%
💵 Cash
17.15%
💰 Finance
13.49%
💻 Electronic Technology
10.34%
🖥️ Technology Services
8.97%
🏥 Health Services
7.25%
🛠️ Producer Manufacturing
3.66%
🛍️ Retail Trade
2.63%
🧬 Health Technology
2.61%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.2%
🇺🇸 Nasdaq
18.48%
🇺🇸 Chicago Board Options Exchange
11.59%
🇮🇹 Borsa Italiana
4.63%
🇫🇷 Euronext Paris
3.71%
🇩🇪 FRA
3.66%

Countries Breakdown

Country
Total

🇺🇸 United States
30.18%
🇮🇹 Italy
4.63%
🇫🇷 France
3.71%
🇩🇪 Germany
3.66%
🇹🇼 Taiwan
3.46%
🇯🇵 Japan
3.3%

Dividends

Dividend Yield

0.94%

13 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BNP.PA (5.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BNP.PA	0.19%	5.18%	$4.6
UCG.MI	0.18%	3.94%	$1.8
CI	0.12%	2.14%	$5.26
QCOM	0.09%	2.44%	$3.25
SIE.DE	0.08%	2.18%	$4.7
MRK	0.07%	2.71%	$3.04
MUFG	0.07%	2.13%	$0.23
UNH	0.06%	3.08%	$7.74
JPM	0.04%	1.92%	$4.4
TSM	0.02%	0.72%	$1.74
META	0.01%	0.32%	$1
GOOG	0.01%	0.27%	$0.2
MU	0%	0.11%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.77

0.8

1.2

Sharpe Ratio

-0.19

-1

0.5

1.5

Sortino Ratio

-0.23

-1

Jensen's Alpha

-8.84

-9

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-0.36

-1

0.75

1.25

Information Ratio

-0.82

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

-0.19

-1

0.5

1.5

Sortino Ratio

-0.23

-1

Jensen's Alpha

-8.84

-9

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-0.36

-1

0.75

1.25

Information Ratio

-0.82

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.06

High:

40.78

Low:

BNP.PA

9.37

Details

PEG Ratio

162.05

High:

JPM

1,133.37

Low:

11.3

Details

Price/Book

5.99

High:

TSM

12.26

Low:

BNP.PA

0.85

Details

Price/Sales

4.85

High:

TSM

16.41

Low:

0.35

Details

Price/CF

15.68

High:

GOOG

23.3

Low:

UCG.MI

1.86

Details

Price/FCF

44.64

High:

AMZN

325.85

Low:

BNP.PA

5.28

Details

P/E Ratio

27.06

High:

40.78

Low:

BNP.PA

9.37

Details

PEG Ratio

162.05

High:

JPM

1,133.37

Low:

11.3

Details

Price/Book

5.99

High:

TSM

12.26

Low:

BNP.PA

0.85

Details

Price/Sales

4.85

High:

TSM

16.41

Low:

0.35

Details

Price/CF

15.68

High:

GOOG

23.3

Low:

UCG.MI

1.86

Details

Price/FCF

44.64

High:

AMZN

325.85

Low:

BNP.PA

5.28

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-44.75%	Dec 2021	-	52

Monthly Performance

Portfolio of pladani on eToro

pladani

🇩🇪 Stock and ETF Value 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

-1.37%

This Month

+4.28%

Year To Date

+46.14%

2 Years

-5.45%

5 Years

-5.45%

10 Years

-1.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.33%
💵 Cash
17.15%
💰 Finance
13.49%
💻 Electronic Technology
10.34%
🖥️ Technology Services
8.97%
🏥 Health Services
7.25%
🛠️ Producer Manufacturing
3.66%
🛍️ Retail Trade
2.63%
🧬 Health Technology
2.61%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.2%
🇺🇸 Nasdaq
18.48%
🇺🇸 Chicago Board Options Exchange
11.59%
🇮🇹 Borsa Italiana
4.63%
🇫🇷 Euronext Paris
3.71%
🇩🇪 FRA
3.66%

Countries Breakdown

Country
Total

🇺🇸 United States
30.18%
🇮🇹 Italy
4.63%
🇫🇷 France
3.71%
🇩🇪 Germany
3.66%
🇹🇼 Taiwan
3.46%
🇯🇵 Japan
3.3%

Dividends

Dividend Yield

0.94%

13 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BNP.PA (5.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BNP.PA	0.19%	5.18%	$4.6
UCG.MI	0.18%	3.94%	$1.8
CI	0.12%	2.14%	$5.26
QCOM	0.09%	2.44%	$3.25
SIE.DE	0.08%	2.18%	$4.7
MRK	0.07%	2.71%	$3.04
MUFG	0.07%	2.13%	$0.23
UNH	0.06%	3.08%	$7.74
JPM	0.04%	1.92%	$4.4
TSM	0.02%	0.72%	$1.74
META	0.01%	0.32%	$1
GOOG	0.01%	0.27%	$0.2
MU	0%	0.11%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.77

0.8

1.2

Sharpe Ratio

-0.19

-1

0.5

1.5

Sortino Ratio

-0.23

-1

Jensen's Alpha

-8.84

-9

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-0.36

-1

0.75

1.25

Information Ratio

-0.82

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

-0.19

-1

0.5

1.5

Sortino Ratio

-0.23

-1

Jensen's Alpha

-8.84

-9

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-0.36

-1

0.75

1.25

Information Ratio

-0.82

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.06

High:

40.78

Low:

BNP.PA

9.37

Details

PEG Ratio

162.05

High:

JPM

1,133.37

Low:

11.3

Details

Price/Book

5.99

High:

TSM

12.26

Low:

BNP.PA

0.85

Details

Price/Sales

4.85

High:

TSM

16.41

Low:

0.35

Details

Price/CF

15.68

High:

GOOG

23.3

Low:

UCG.MI

1.86

Details

Price/FCF

44.64

High:

AMZN

325.85

Low:

BNP.PA

5.28

Details

P/E Ratio

27.06

High:

40.78

Low:

BNP.PA

9.37

Details

PEG Ratio

162.05

High:

JPM

1,133.37

Low:

11.3

Details

Price/Book

5.99

High:

TSM

12.26

Low:

BNP.PA

0.85

Details

Price/Sales

4.85

High:

TSM

16.41

Low:

0.35

Details

Price/CF

15.68

High:

GOOG

23.3

Low:

UCG.MI

1.86

Details

Price/FCF

44.64

High:

AMZN

325.85

Low:

BNP.PA

5.28

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-44.75%	Dec 2021	-	52