Portfolio of smrinvestment on eToro

smrinvestment

🇬🇧 Index Multi-Strategy Investor.

12 copiers.

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

Summary

+54.48%

This Month

+42.25%

Year To Date

-55.76%

2 Years

-69.47%

5 Years

-69.47%

10 Years

-23.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
83.28%
📊 ETFs
7.64%
🍞 Consumer Non Durables
4.92%
🧬 Health Technology
4.15%

Exchanges Breakdown

Exchange
Total

🌍 CFD
83.28%
🇬🇧 LSE
9.08%
🇺🇸 NYSE
7.64%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
9.08%

Dividends

Dividend Yield

0.42%

2 out of 5 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (5.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.28%	5.75%	$2.36
GSK.L	0.14%	3.4%	$0.59

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

-1.04

-2

0.8

1.2

-2

Sharpe Ratio

-1.39

-2

0.5

1.5

Sortino Ratio

-1.43

-2

Jensen's Alpha

-24.2

-25

4.5

Omega Ratio

0.44

1.5

2.5

Treynor Ratio

2.92

0.75

1.25

Information Ratio

-1.19

-2

0.3

0.6

Calmar Ratio

-0.37

-1

0.3

0.6

Beta

-1.04

-2

0.8

1.2

-2

Sharpe Ratio

-1.39

-2

0.5

1.5

Sortino Ratio

-1.43

-2

Jensen's Alpha

-24.2

-25

4.5

Omega Ratio

0.44

1.5

2.5

Treynor Ratio

2.92

0.75

1.25

Information Ratio

-1.19

-2

0.3

0.6

Calmar Ratio

-0.37

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

12.79

High:

GSK.L

13.74

Low:

BATS.L

12.2

Details

PEG Ratio

9.27

High:

GSK.L

11.16

Low:

BATS.L

7.67

Details

Price/Book

2.57

High:

GSK.L

4.75

Low:

BATS.L

1.94

Details

Price/Sales

3.02

High:

BATS.L

3.66

Low:

GSK.L

2.42

Details

Price/CF

13.95

High:

BATS.L

18.79

Low:

GSK.L

10.21

Details

Price/FCF

28.8

High:

BATS.L

36.82

Low:

GSK.L

21.98

Details

P/E Ratio

12.79

High:

GSK.L

13.74

Low:

BATS.L

12.2

Details

PEG Ratio

9.27

High:

GSK.L

11.16

Low:

BATS.L

7.67

Details

Price/Book

2.57

High:

GSK.L

4.75

Low:

BATS.L

1.94

Details

Price/Sales

3.02

High:

BATS.L

3.66

Low:

GSK.L

2.42

Details

Price/CF

13.95

High:

BATS.L

18.79

Low:

GSK.L

10.21

Details

Price/FCF

28.8

High:

BATS.L

36.82

Low:

GSK.L

21.98

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-83.06%	Oct 2022	-	42
-2.4%	Jul 2022	Sep 2022	2

Monthly Performance

Portfolio of smrinvestment on eToro

smrinvestment

🇬🇧 Index Multi-Strategy Investor.

12 copiers.

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

Summary

+54.48%

This Month

+42.25%

Year To Date

-55.76%

2 Years

-69.47%

5 Years

-69.47%

10 Years

-23.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
83.28%
📊 ETFs
7.64%
🍞 Consumer Non Durables
4.92%
🧬 Health Technology
4.15%

Exchanges Breakdown

Exchange
Total

🌍 CFD
83.28%
🇬🇧 LSE
9.08%
🇺🇸 NYSE
7.64%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
9.08%

Dividends

Dividend Yield

0.42%

2 out of 5 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (5.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.28%	5.75%	$2.36
GSK.L	0.14%	3.4%	$0.59

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

-1.04

-2

0.8

1.2

-2

Sharpe Ratio

-1.39

-2

0.5

1.5

Sortino Ratio

-1.43

-2

Jensen's Alpha

-24.2

-25

4.5

Omega Ratio

0.44

1.5

2.5

Treynor Ratio

2.92

0.75

1.25

Information Ratio

-1.19

-2

0.3

0.6

Calmar Ratio

-0.37

-1

0.3

0.6

Beta

-1.04

-2

0.8

1.2

-2

Sharpe Ratio

-1.39

-2

0.5

1.5

Sortino Ratio

-1.43

-2

Jensen's Alpha

-24.2

-25

4.5

Omega Ratio

0.44

1.5

2.5

Treynor Ratio

2.92

0.75

1.25

Information Ratio

-1.19

-2

0.3

0.6

Calmar Ratio

-0.37

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

12.79

High:

GSK.L

13.74

Low:

BATS.L

12.2

Details

PEG Ratio

9.27

High:

GSK.L

11.16

Low:

BATS.L

7.67

Details

Price/Book

2.57

High:

GSK.L

4.75

Low:

BATS.L

1.94

Details

Price/Sales

3.02

High:

BATS.L

3.66

Low:

GSK.L

2.42

Details

Price/CF

13.95

High:

BATS.L

18.79

Low:

GSK.L

10.21

Details

Price/FCF

28.8

High:

BATS.L

36.82

Low:

GSK.L

21.98

Details

P/E Ratio

12.79

High:

GSK.L

13.74

Low:

BATS.L

12.2

Details

PEG Ratio

9.27

High:

GSK.L

11.16

Low:

BATS.L

7.67

Details

Price/Book

2.57

High:

GSK.L

4.75

Low:

BATS.L

1.94

Details

Price/Sales

3.02

High:

BATS.L

3.66

Low:

GSK.L

2.42

Details

Price/CF

13.95

High:

BATS.L

18.79

Low:

GSK.L

10.21

Details

Price/FCF

28.8

High:

BATS.L

36.82

Low:

GSK.L

21.98

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-83.06%	Oct 2022	-	42
-2.4%	Jul 2022	Sep 2022	2