Portfolio of thereslevels on eToro

thereslevels

🇷🇴 Stock and ETF Value Investor.

22 copiers.

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

Summary

-0.28%

This Month

+1.76%

Year To Date

+20.3%

2 Years

+31.97%

5 Years

+177.12%

10 Years

+20.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
33.54%
🖥️ Technology Services
21.08%
💼 Commercial Services
14.29%
🍞 Consumer Non Durables
12.82%
🛍️ Retail Trade
6.52%
💇‍♀️ Consumer Services
5.86%
💰 Finance
2.53%
🧬 Health Technology
1.71%
💻 Electronic Technology
1.65%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
62.6%
🇺🇸 NYSE
28.19%
🇫🇷 Euronext Paris
9.21%

Countries Breakdown

Country
Total

🇺🇸 United States
41.34%
🇫🇷 France
9.21%
🇬🇧 United Kingdom
7.2%
🇨🇦 Canada
7%
🇩🇰 Denmark
1.71%

Dividends

Dividend Yield

1.65%

11 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $OWL (8.43%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WEN	0.44%	7.54%	$1
RCO.PA	0.35%	3.79%	$2
OWL	0.21%	8.43%	$0.6
RELX	0.18%	2.5%	$0.75
TRI	0.13%	2.52%	$2.07
CPB	0.1%	5.99%	$1.48
FDS	0.08%	2.02%	$3.98
NVO	0.06%	3.52%	$0.98
INTU	0.04%	1.09%	$3.6
MORN	0.03%	1.02%	$1.62
CRM	0.03%	0.9%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6/10

Beta

1.16

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.16

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.84

High:

CPNG

176.9

Low:

TEAM

-102.59

Details

PEG Ratio

218.73

High:

MORN

539.02

Low:

TEAM

-223.7

Details

Price/Book

5.24

High:

RELX

19.82

Low:

RCO.PA

1.11

Details

Price/Sales

3.54

High:

NOW

8.63

Low:

WEN

0.65

Details

Price/CF

17.79

High:

RCO.PA

44.21

Low:

WEN

4.62

Details

Price/FCF

28.46

High:

NVO

207.17

Low:

WEN

14.08

Details

P/E Ratio

26.84

High:

CPNG

176.9

Low:

TEAM

-102.59

Details

PEG Ratio

218.73

High:

MORN

539.02

Low:

TEAM

-223.7

Details

Price/Book

5.24

High:

RELX

19.82

Low:

RCO.PA

1.11

Details

Price/Sales

3.54

High:

NOW

8.63

Low:

WEN

0.65

Details

Price/CF

17.79

High:

RCO.PA

44.21

Low:

WEN

4.62

Details

Price/FCF

28.46

High:

NVO

207.17

Low:

WEN

14.08

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-52.94%	Sep 2021	Jan 2025	40
-14.56%	Feb 2025	Jun 2025	4
-9.28%	Jun 2020	Nov 2020	5
-4.03%	Nov 2025	-	5

Monthly Performance

Portfolio of thereslevels on eToro

thereslevels

🇷🇴 Stock and ETF Value Investor.

22 copiers.

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

Summary

-0.28%

This Month

+1.76%

Year To Date

+20.3%

2 Years

+31.97%

5 Years

+177.12%

10 Years

+20.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
33.54%
🖥️ Technology Services
21.08%
💼 Commercial Services
14.29%
🍞 Consumer Non Durables
12.82%
🛍️ Retail Trade
6.52%
💇‍♀️ Consumer Services
5.86%
💰 Finance
2.53%
🧬 Health Technology
1.71%
💻 Electronic Technology
1.65%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
62.6%
🇺🇸 NYSE
28.19%
🇫🇷 Euronext Paris
9.21%

Countries Breakdown

Country
Total

🇺🇸 United States
41.34%
🇫🇷 France
9.21%
🇬🇧 United Kingdom
7.2%
🇨🇦 Canada
7%
🇩🇰 Denmark
1.71%

Dividends

Dividend Yield

1.65%

11 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $OWL (8.43%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WEN	0.44%	7.54%	$1
RCO.PA	0.35%	3.79%	$2
OWL	0.21%	8.43%	$0.6
RELX	0.18%	2.5%	$0.75
TRI	0.13%	2.52%	$2.07
CPB	0.1%	5.99%	$1.48
FDS	0.08%	2.02%	$3.98
NVO	0.06%	3.52%	$0.98
INTU	0.04%	1.09%	$3.6
MORN	0.03%	1.02%	$1.62
CRM	0.03%	0.9%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6/10

Beta

1.16

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.16

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

207.17

Low:

WEN

14.08

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-52.94%	Sep 2021	Jan 2025	40
-14.56%	Feb 2025	Jun 2025	4
-9.28%	Jun 2020	Nov 2020	5
-4.03%	Nov 2025	-	5