Portfolio of rogersls35p on eToro

rogersls35p

🇹🇼 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

-0.38%

This Month

-1.38%

Year To Date

+42.54%

2 Years

+103.52%

5 Years

+164.05%

10 Years

+19.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
81.08%
🛍️ Retail Trade
11.07%
🖥️ Technology Services
6.39%
💻 Electronic Technology
1.07%
🚗 Consumer Durables
0.28%
💇‍♀️ Consumer Services
0.09%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
91.28%
🇺🇸 NYSE
8.71%

Countries Breakdown

Country
Total

🇺🇸 United States
18.58%
🇹🇼 Taiwan
0.2%
🇸🇬 Singapore
0.13%

Dividends

Dividend Yield

0.06%

3 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TSM (0.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
COST	0.06%	0.52%	$19.22
AAPL	0%	0.4%	$0.97
TSM	0%	0.78%	$1.74

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.7/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.34

Jensen's Alpha

4.03

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.34

Jensen's Alpha

4.03

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

53.35

High:

TSLA

377.27

Low:

CMG

32.11

Details

PEG Ratio

380.28

High:

CMG

1,342.9

Low:

2.82

Details

Price/Book

22.12

High:

PLTR

49.59

Low:

5.12

Details

Price/Sales

3.23

High:

PLTR

88.09

Low:

COST

1.6

Details

Price/CF

34.95

High:

PLTR

214.31

Low:

TSM

20.71

Details

Price/FCF

60.26

High:

TSLA

255.88

Low:

CMG

33.74

Details

P/E Ratio

53.35

High:

TSLA

377.27

Low:

CMG

32.11

Details

PEG Ratio

380.28

High:

CMG

1,342.9

Low:

2.82

Details

Worst Drawdowns

Depth	Start	End	Total months
-30.65%	Jan 2022	Dec 2023	23
-8.99%	Feb 2025	May 2025	3
-5.39%	Sep 2021	Oct 2021	1
-4.46%	Nov 2025	-	5
-4.24%	Sep 2020	Nov 2020	2
-3.9%	Apr 2024	May 2024	1
-1.88%	Mar 2020	Apr 2020	1
-1.22%	Jul 2024	Aug 2024	1
-1.16%	Jan 2021	Mar 2021	2
-0.44%	Oct 2024	Nov 2024	1
-0.38%	May 2021	Jun 2021	1
-0.26%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of rogersls35p on eToro

rogersls35p

🇹🇼 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

-0.38%

This Month

-1.38%

Year To Date

+42.54%

2 Years

+103.52%

5 Years

+164.05%

10 Years

+19.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
81.08%
🛍️ Retail Trade
11.07%
🖥️ Technology Services
6.39%
💻 Electronic Technology
1.07%
🚗 Consumer Durables
0.28%
💇‍♀️ Consumer Services
0.09%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
91.28%
🇺🇸 NYSE
8.71%

Countries Breakdown

Country
Total

🇺🇸 United States
18.58%
🇹🇼 Taiwan
0.2%
🇸🇬 Singapore
0.13%

Dividends

Dividend Yield

0.06%

3 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TSM (0.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
COST	0.06%	0.52%	$19.22
AAPL	0%	0.4%	$0.97
TSM	0%	0.78%	$1.74

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.7/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.34

Jensen's Alpha

4.03

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.34

Jensen's Alpha

4.03

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

53.35

High:

TSLA

377.27

Low:

CMG

32.11

Details

PEG Ratio

380.28

High:

CMG

1,342.9

Low:

2.82

Details

380.28

High:

CMG

1,342.9

Low:

2.82

Details

Worst Drawdowns

Depth	Start	End	Total months
-30.65%	Jan 2022	Dec 2023	23
-8.99%	Feb 2025	May 2025	3
-5.39%	Sep 2021	Oct 2021	1
-4.46%	Nov 2025	-	5
-4.24%	Sep 2020	Nov 2020	2
-3.9%	Apr 2024	May 2024	1
-1.88%	Mar 2020	Apr 2020	1
-1.22%	Jul 2024	Aug 2024	1
-1.16%	Jan 2021	Mar 2021	2
-0.44%	Oct 2024	Nov 2024	1
-0.38%	May 2021	Jun 2021	1
-0.26%	Dec 2024	Jan 2025	1