Portfolio of umbo1997 on eToro

umbo1997

🇮🇹 Stock and ETF Macro Investor.

20 copiers.

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

Summary

+5.13%

This Month

+5.13%

Year To Date

+29.13%

2 Years

-37.98%

5 Years

+1.67%

10 Years

+0.27%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
20.39%
🧬 Health Technology
14.94%
📊 ETFs
12.35%
📈 Indexes
9.83%
🍞 Consumer Non Durables
6.95%
💰 Finance
6.35%
🛍️ Retail Trade
5.33%
⚡ Utilities
4.5%
🖥️ Technology Services
2.72%
🛠️ Producer Manufacturing
2.49%
⛏️ Energy Minerals
2.47%
📡 Communications
2.41%
🚗 Consumer Durables
2.37%
🪨 Non Energy Minerals
2.33%
🧪 Process Industries
2.17%
❓ Other
1.4%
💻 Electronic Technology
1.32%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
36.25%
🌍 CFD
9.83%
🇭🇰 Hong Kong Exchanges
8.39%
🇺🇸 Nasdaq
7.52%
🇩🇰 Copenhagen Stock Exchange
6.27%
🇮🇹 Borsa Italiana
6.08%
🇬🇧 LSE
4.2%
🇩🇪 FRA
1.4%

Countries Breakdown

Country
Total

🇺🇸 United States
25.98%
🇮🇹 Italy
8.45%
🇩🇰 Denmark
6.27%
🇨🇳 China
5.67%
🇬🇧 United Kingdom
4.08%
🇧🇷 Brazil
3.08%
🇭🇰 Hong Kong
2.72%
🇷🇺 Russia
0.12%

Dividends

Dividend Yield

2.4%

18 out of 28 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IIPR	0.35%	15.25%	$7.34
ARE	0.33%	8.15%	$5.02
FMC	0.26%	11.83%	$2.32
VALE	0.2%	8.49%	$1.33
DGE.L	0.2%	4.78%	$0.81
NOVO-B.CO	0.19%	3.06%	$9.4
INW.MI	0.17%	7%	$0.48
GIS	0.12%	5.48%	$2.36
BAX	0.11%	2.68%	$1.16
APA	0.09%	4.01%	$1
OGZDL.L	0.08%	67.74%	-
AWK	0.07%	2.53%	$2.89
DIA.MI	0.06%	1.6%	$1.15
ABEV	0.06%	7.5%	$0.13
AAP	0.05%	2.42%	$1
0968.HK	0.03%	1.32%	$0.23
RACE	0.02%	1.04%	$2.64
9988.HK	0.02%	0.63%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.78

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-9.41

-10

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

-0.05

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.78

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-9.41

-10

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

-0.05

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.05

High:

00241.HK

50.96

Low:

-5,214.78

Details

PEG Ratio

100.47

High:

GIS

2,324.46

Low:

-4,622.6

Details

Price/Book

3.65

High:

54.92

Low:

NVAX

-8.5

Details

19.05

High:

00241.HK

50.96

Low:

-5,214.78

Details

PEG Ratio

100.47

High:

GIS

2,324.46

Low:

-4,622.6

Details

Price/Book

3.65

High:

54.92

Low:

NVAX

-8.5

Details

Worst Drawdowns

Depth	Start	End	Total months
-54.76%	Mar 2021	-	59
-10.8%	Jan 2020	Apr 2020	3
-5.44%	Sep 2020	Nov 2020	2

Monthly Performance

Portfolio of umbo1997 on eToro

umbo1997

🇮🇹 Stock and ETF Macro Investor.

20 copiers.

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

Summary

+5.13%

This Month

+5.13%

Year To Date

+29.13%

2 Years

-37.98%

5 Years

+1.67%

10 Years

+0.27%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
20.39%
🧬 Health Technology
14.94%
📊 ETFs
12.35%
📈 Indexes
9.83%
🍞 Consumer Non Durables
6.95%
💰 Finance
6.35%
🛍️ Retail Trade
5.33%
⚡ Utilities
4.5%
🖥️ Technology Services
2.72%
🛠️ Producer Manufacturing
2.49%
⛏️ Energy Minerals
2.47%
📡 Communications
2.41%
🚗 Consumer Durables
2.37%
🪨 Non Energy Minerals
2.33%
🧪 Process Industries
2.17%
❓ Other
1.4%
💻 Electronic Technology
1.32%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
36.25%
🌍 CFD
9.83%
🇭🇰 Hong Kong Exchanges
8.39%
🇺🇸 Nasdaq
7.52%
🇩🇰 Copenhagen Stock Exchange
6.27%
🇮🇹 Borsa Italiana
6.08%
🇬🇧 LSE
4.2%
🇩🇪 FRA
1.4%

Countries Breakdown

Country
Total

🇺🇸 United States
25.98%
🇮🇹 Italy
8.45%
🇩🇰 Denmark
6.27%
🇨🇳 China
5.67%
🇬🇧 United Kingdom
4.08%
🇧🇷 Brazil
3.08%
🇭🇰 Hong Kong
2.72%
🇷🇺 Russia
0.12%

Dividends

Dividend Yield

2.4%

18 out of 28 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IIPR	0.35%	15.25%	$7.34
ARE	0.33%	8.15%	$5.02
FMC	0.26%	11.83%	$2.32
VALE	0.2%	8.49%	$1.33
DGE.L	0.2%	4.78%	$0.81
NOVO-B.CO	0.19%	3.06%	$9.4
INW.MI	0.17%	7%	$0.48
GIS	0.12%	5.48%	$2.36
BAX	0.11%	2.68%	$1.16
APA	0.09%	4.01%	$1
OGZDL.L	0.08%	67.74%	-
AWK	0.07%	2.53%	$2.89
DIA.MI	0.06%	1.6%	$1.15
ABEV	0.06%	7.5%	$0.13
AAP	0.05%	2.42%	$1
0968.HK	0.03%	1.32%	$0.23
RACE	0.02%	1.04%	$2.64
9988.HK	0.02%	0.63%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.78

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-9.41

-10

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

-0.05

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.78

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-9.41

-10

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

-0.05

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

High:

FMC

164.34

Low:

APA

1.82

Details

Price/FCF

53.12

High:

VALE

565.82

Low:

APA

5.65

Details

P/E Ratio

19.05

High:

00241.HK

50.96

Low:

-5,214.78

Details

PEG Ratio

100.47

High:

GIS

2,324.46

Low:

-4,622.6

Details

Price/Book

3.65

High:

54.92

Low:

NVAX

-8.5

Details

Worst Drawdowns

Depth	Start	End	Total months
-54.76%	Mar 2021	-	59
-10.8%	Jan 2020	Apr 2020	3
-5.44%	Sep 2020	Nov 2020	2