Portfolio of smartcompass on eToro

smartcompass

🇦🇹 Stock Value Investor.

71 copiers.

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

Summary

-5.04%

This Month

-5.04%

Year To Date

+27.75%

2 Years

+72.28%

5 Years

+72.28%

10 Years

+17.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏥 Health Services
31.22%
🖥️ Technology Services
29.98%
🛍️ Retail Trade
13.78%
🍞 Consumer Non Durables
9.27%
💵 Cash
8.62%
🧬 Health Technology
5.64%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
65.63%
🇺🇸 Nasdaq
24.26%

Countries Breakdown

Country
Total

🇺🇸 United States
77.43%
🇺🇾 Uruguay
6.82%
🇩🇰 Denmark
5.64%

Dividends

Dividend Yield

0.3%

2 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (2.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.19%	2.6%	$7.74
NVO	0.11%	2.03%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.9/10

Beta

0.25

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.55

Jensen's Alpha

11.95

-2

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

5.17

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

1.3

0.3

0.6

Beta

0.25

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.55

Jensen's Alpha

11.95

-2

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

5.17

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

1.3

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

20.35

High:

HIMS

56.33

Low:

ZETA

-172.35

Details

PEG Ratio

82.75

High:

HIMS

200.1

Low:

ZETA

-202.29

Details

Price/Book

5.29

High:

MELI

16.59

Low:

UNH

3.2

Details

Price/Sales

1.47

High:

CPRT

8.54

Low:

UNH

0.71

Details

Price/CF

15.09

High:

HIMS

43.85

Low:

NVO

13.22

Details

Price/FCF

28.17

High:

HIMS

121.5

Low:

ADBE

13.55

Details