Portfolio of polchamp7 on eToro

polchamp7

🇮🇹 Multi-Strategy Stock Investor.

8 copiers.

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

Summary

+0.17%

Today

-5.12%

This Month

-4.26%

Year To Date

+17.75%

2 Years

+69.52%

5 Years

+12.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
11.83%
💇‍♀️ Consumer Services
11.43%
💵 Cash
10.62%
🪙 Cryptocurrencies
9.68%
💰 Finance
8.43%
💻 Electronic Technology
7.27%
🛠️ Producer Manufacturing
6.69%
🛍️ Retail Trade
6.03%
📊 ETFs
5.7%
🧬 Health Technology
4.66%
🍞 Consumer Non Durables
4.48%
🧪 Process Industries
3.79%
🚗 Consumer Durables
3.24%
🚚 Transportation
2.44%
⚡ Utilities
2.06%
📦 Distribution Services
1.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
35.25%
🇺🇸 NYSE
27.43%
🇮🇹 Borsa Italiana
10.44%
🌍 Digital Currency
9.68%
🇬🇧 LSE
2.47%
🇨🇭 SIX
2.02%
🇩🇪 Xetra ETFs
1.75%

Countries Breakdown

Country
Total

🇺🇸 United States
61.2%
🇮🇹 Italy
10.44%
🇨🇭 Switzerland
2.02%

Dividends

Dividend Yield

1.03%

22 out of 43 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $ANIM.MI (7.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CALM	0.19%	7.36%	$1.87
ANIM.MI	0.18%	7.36%	$0.25
TRN.MI	0.08%	4.07%	$0.34
MRK	0.07%	4.05%	$3.04
UBSG.ZU	0.06%	3.18%	$0.64
SBUX	0.05%	2.94%	$2.24
URA	0.05%	3.36%	-
TIP.MI	0.05%	2.05%	$0.15
PG	0.04%	2.39%	$3.83
MAR	0.04%	1.14%	$2.19
PRDO	0.04%	1.98%	$0.44
AMP.MI	0.02%	1.79%	$0.29
MSFT	0.02%	0.88%	$3
LNN	0.02%	1.16%	$1.4
FOX	0.02%	1.21%	$0.52
MWA	0.02%	1.05%	$0.25
MLI	0.02%	1.2%	$0.7
WSM	0.02%	1.7%	$3.83
DIS	0.01%	1.18%	$0.75
GOOGL	0.01%	0.53%	$0.2
AAPL	0.01%	0.51%	$0.97
AYI	0%	0.28%	$0.56

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
CALM	Ex-Dividend	Apr 30, 2025	$3.46
AYI	Pay Day	May 1, 2025	$0.17
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
CALM	Pay Day	May 15, 2025	$3.46
SBUX	Ex-Dividend	May 16, 2025	$0.61
LNN	Ex-Dividend	May 16, 2025	$0.36
ANIM.MI	Ex-Dividend	May 19, 2025	$0.50
AMP.MI	Ex-Dividend	May 19, 2025	$0.29
ANIM.MI	Pay Day	May 21, 2025	$0.50
AMP.MI	Pay Day	May 21, 2025	$0.29
WSM	Pay Day	May 24, 2025	$0.66
SBUX	Pay Day	May 30, 2025	$0.61
LNN	Pay Day	May 30, 2025	$0.36
MSFT	Pay Day	Jun 12, 2025	$0.83
TRN.MI	Ex-Dividend	Jun 23, 2025	$0.30
TIP.MI	Ex-Dividend	Jun 23, 2025	$0.17
DIS	Ex-Dividend	Jun 24, 2025	$0.50
TRN.MI	Pay Day	Jun 25, 2025	$0.30
TIP.MI	Pay Day	Jun 25, 2025	$0.17
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 6/10

Beta

0.76

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

5.68

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.43

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.42

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

5.68

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.43

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.42

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.36

High:

AMD

87.22

Low:

CALM

4.52

Details

PEG Ratio

246.43

High:

MLI

3,768.32

Low:

XYZ

0.03

Details

Price/Book

7.52

High:

AAPL

44.38

Low:

MAR

-20.38

Details

Price/Sales

5.03

High:

TIP.MI

1,040.74

Low:

ANGI

0.49

Details

Price/CF

22.85

High:

AMD

67.27

Low:

CALM

4.3

Details

Price/FCF

50.77

High:

SBUX

374.53

Low:

CALM

6.78

Details