Portfolio of totalreturn on eToro

totalreturn

🇩🇪 Stock Investor.

4 copiers.

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

Summary

+1.4%

This Month

+1.4%

Year To Date

+52.27%

2 Years

+54.55%

5 Years

+103.56%

10 Years

+11.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
31.63%
🖥️ Technology Services
22.99%
🪙 Cryptocurrencies
8.28%
🛠️ Producer Manufacturing
7.5%
🪨 Non Energy Minerals
7.47%
🛍️ Retail Trade
4.6%
📊 ETFs
3.85%
💰 Finance
3.79%
💇‍♀️ Consumer Services
3.57%
🍞 Consumer Non Durables
3.27%
🧬 Health Technology
3.26%
💻 Electronic Technology
3.23%
💼 Commercial Services
2.77%
🧪 Process Industries
1.15%
🏥 Health Services
0.84%
🚗 Consumer Durables
0.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.82%
🇺🇸 NYSE
21.91%
🌍 Digital Currency
8.28%
🇭🇰 Hong Kong Exchanges
7.42%
🇩🇪 FRA
0.94%
🇫🇷 Euronext Paris
0.88%
🇨🇭 SIX
0.47%
🇳🇴 Oslo Stock Exchange
0.3%
🇺🇸 Chicago Board Options Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
42.07%
🇨🇳 China
7.25%
🇨🇦 Canada
6.15%
🇮🇱 Israel
2.87%
🇸🇬 Singapore
1.14%
🇩🇪 Germany
0.94%
🇨🇭 Switzerland
0.9%
🇫🇷 France
0.88%
🇮🇪 Ireland
0.74%
🇬🇧 United Kingdom
0.71%
🇭🇰 Hong Kong
0.53%
🇧🇷 Brazil
0.43%
🇳🇴 Norway
0.3%

Dividends

Dividend Yield

0.48%

46 out of 99 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IIPR (15.22%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VALE	0.04%	8.2%	$1.33
01211.HK	0.03%	1.46%	$3.41
O	0.02%	5.25%	$3.09
IIPR	0.02%	15.22%	$7.34
NKE	0.02%	2.49%	$1.45
NEM	0.02%	0.84%	$1.3
B	0.02%	1.07%	$0.4
MC.PA	0.02%	2.22%	$13
LRCX	0.02%	0.42%	$8
02020.HK	0.02%	3.22%	$1.97
9618.HK	0.01%	3.44%	$2.97
JNJ	0.01%	2.39%	$4.81
META	0.01%	0.34%	$1
UNH	0.01%	2.52%	$7.74
0700.HK	0.01%	0.75%	$3.4
NESN.ZU	0.01%	4.18%	$3
PAAS	0.01%	0.82%	$0.4
EQIX	0.01%	2.36%	$16.19
GILD	0.01%	2.46%	$3.04
PG	0.01%	2.9%	$3.83
LIN	0.01%	1.37%	$5.33
DIS	0.01%	1.33%	$0.75
V	0.01%	0.75%	$2.01
BKNG	0.01%	0.75%	$17.5
BLK	0.01%	1.89%	$20.2
MDLZ	0.01%	3.41%	$1.7
CRM	0.01%	0.75%	$0.4
NEM.DE	0.01%	0.74%	$0.48
DE	0.01%	1.23%	$5.76
GOOG	0.01%	0.25%	$0.2
QCOM	0.01%	2.27%	$3.25
MSFT	0.01%	0.78%	$3
CI	0.01%	2.2%	$5.26
TOM.OL	0.01%	1.7%	$1.95
EBAY	0%	1.26%	$1.04
9988.HK	0%	0.63%	$0.98
ABT	0%	1.97%	$2.16
GIVN.ZU	0%	2.21%	$68
0968.HK	0%	1.32%	$0.23
WPM	0%	0.48%	$0.61
TCOM.CH	0%	0.45%	-
PYPL	0%	0.25%	-
ALB	0%	0.91%	$1.6
GLJ.DE	0%	2.66%	$0.47
AAPL	0%	0.41%	$0.97
BFH	0%	1.22%	$0.84

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.4/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.55

High:

PLTR

394.13

Low:

NET

-596.57

Details

PEG Ratio

200.95

High:

3,157.55

Low:

LMND

-150.92

Details

Price/Book

High:

PLTR

60.95

Low:

BKNG

-34.29

Details

Price/Sales

6.5

High:

CRSP

125.3

Low:

IRBTQ

0.01

Details

Price/CF

20.55

High:

DDD

462.65

Low:

BFH

1.32

Details

Price/FCF

51.97

High:

9988.HK

2,767.19

Low:

BFH

1.37

Details

P/E Ratio

31.55

High:

PLTR

394.13

Low:

NET

-596.57

Details

PEG Ratio

200.95

High:

3,157.55

Low:

LMND

-150.92

Details

Worst Drawdowns

Depth	Start	End	Total months
-27.14%	Nov 2021	Feb 2024	27
-5.99%	Feb 2020	Apr 2020	2
-5.73%	Feb 2025	May 2025	3
-4.26%	Nov 2025	-	3
-3.95%	Apr 2024	Sep 2024	5
-3.53%	Sep 2021	Oct 2021	1
-2.7%	Jul 2019	Jan 2020	6
-1.71%	Dec 2024	Jan 2025	1
-1.67%	Sep 2020	Nov 2020	2
-0.55%	Jul 2021	Aug 2021	1

Monthly Performance

Portfolio of totalreturn on eToro

totalreturn

🇩🇪 Stock Investor.

4 copiers.

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

Summary

+1.4%

This Month

+1.4%

Year To Date

+52.27%

2 Years

+54.55%

5 Years

+103.56%

10 Years

+11.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
31.63%
🖥️ Technology Services
22.99%
🪙 Cryptocurrencies
8.28%
🛠️ Producer Manufacturing
7.5%
🪨 Non Energy Minerals
7.47%
🛍️ Retail Trade
4.6%
📊 ETFs
3.85%
💰 Finance
3.79%
💇‍♀️ Consumer Services
3.57%
🍞 Consumer Non Durables
3.27%
🧬 Health Technology
3.26%
💻 Electronic Technology
3.23%
💼 Commercial Services
2.77%
🧪 Process Industries
1.15%
🏥 Health Services
0.84%
🚗 Consumer Durables
0.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.82%
🇺🇸 NYSE
21.91%
🌍 Digital Currency
8.28%
🇭🇰 Hong Kong Exchanges
7.42%
🇩🇪 FRA
0.94%
🇫🇷 Euronext Paris
0.88%
🇨🇭 SIX
0.47%
🇳🇴 Oslo Stock Exchange
0.3%
🇺🇸 Chicago Board Options Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
42.07%
🇨🇳 China
7.25%
🇨🇦 Canada
6.15%
🇮🇱 Israel
2.87%
🇸🇬 Singapore
1.14%
🇩🇪 Germany
0.94%
🇨🇭 Switzerland
0.9%
🇫🇷 France
0.88%
🇮🇪 Ireland
0.74%
🇬🇧 United Kingdom
0.71%
🇭🇰 Hong Kong
0.53%
🇧🇷 Brazil
0.43%
🇳🇴 Norway
0.3%

Dividends

Dividend Yield

0.48%

46 out of 99 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IIPR (15.22%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VALE	0.04%	8.2%	$1.33
01211.HK	0.03%	1.46%	$3.41
O	0.02%	5.25%	$3.09
IIPR	0.02%	15.22%	$7.34
NKE	0.02%	2.49%	$1.45
NEM	0.02%	0.84%	$1.3
B	0.02%	1.07%	$0.4
MC.PA	0.02%	2.22%	$13
LRCX	0.02%	0.42%	$8
02020.HK	0.02%	3.22%	$1.97
9618.HK	0.01%	3.44%	$2.97
JNJ	0.01%	2.39%	$4.81
META	0.01%	0.34%	$1
UNH	0.01%	2.52%	$7.74
0700.HK	0.01%	0.75%	$3.4
NESN.ZU	0.01%	4.18%	$3
PAAS	0.01%	0.82%	$0.4
EQIX	0.01%	2.36%	$16.19
GILD	0.01%	2.46%	$3.04
PG	0.01%	2.9%	$3.83
LIN	0.01%	1.37%	$5.33
DIS	0.01%	1.33%	$0.75
V	0.01%	0.75%	$2.01
BKNG	0.01%	0.75%	$17.5
BLK	0.01%	1.89%	$20.2
MDLZ	0.01%	3.41%	$1.7
CRM	0.01%	0.75%	$0.4
NEM.DE	0.01%	0.74%	$0.48
DE	0.01%	1.23%	$5.76
GOOG	0.01%	0.25%	$0.2
QCOM	0.01%	2.27%	$3.25
MSFT	0.01%	0.78%	$3
CI	0.01%	2.2%	$5.26
TOM.OL	0.01%	1.7%	$1.95
EBAY	0%	1.26%	$1.04
9988.HK	0%	0.63%	$0.98
ABT	0%	1.97%	$2.16
GIVN.ZU	0%	2.21%	$68
0968.HK	0%	1.32%	$0.23
WPM	0%	0.48%	$0.61
TCOM.CH	0%	0.45%	-
PYPL	0%	0.25%	-
ALB	0%	0.91%	$1.6
GLJ.DE	0%	2.66%	$0.47
AAPL	0%	0.41%	$0.97
BFH	0%	1.22%	$0.84

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.4/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.55

High:

PLTR

394.13

Low:

NET

-596.57

Details

PEG Ratio

200.95

High:

3,157.55

Low:

LMND

-150.92

Details

200.95

High:

3,157.55

Low:

LMND

-150.92

Details

Worst Drawdowns

Depth	Start	End	Total months
-27.14%	Nov 2021	Feb 2024	27
-5.99%	Feb 2020	Apr 2020	2
-5.73%	Feb 2025	May 2025	3
-4.26%	Nov 2025	-	3
-3.95%	Apr 2024	Sep 2024	5
-3.53%	Sep 2021	Oct 2021	1
-2.7%	Jul 2019	Jan 2020	6
-1.71%	Dec 2024	Jan 2025	1
-1.67%	Sep 2020	Nov 2020	2
-0.55%	Jul 2021	Aug 2021	1