Portfolio of umbo1997 on eToro

umbo1997

🇮🇹 Value Stock Investor.

10 copiers.

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

Summary

+0.6%

Today

-0.21%

This Month

+0.56%

Year To Date

+4.71%

2 Years

-12.52%

5 Years

-1.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
24.29%
🪙 Cryptocurrencies
16.02%
🧬 Health Technology
10.53%
🛍️ Retail Trade
8.69%
🍞 Consumer Non Durables
8.2%
🪨 Non Energy Minerals
7.95%
⚡ Utilities
5.26%
🧪 Process Industries
4.76%
⛏️ Energy Minerals
4.13%
💻 Electronic Technology
3.4%
🚗 Consumer Durables
2.5%
💰 Finance
2.22%
💵 Cash
1.81%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
47.74%
🌍 Digital Currency
16.02%
🇺🇸 Nasdaq
9.88%
🇩🇪 FRA
6.44%
🇨🇭 SIX
5.94%
🇭🇰 Hong Kong Exchanges
5.88%
🇬🇧 LSE
2.47%
🇩🇰 Copenhagen Stock Exchange
2.04%
🇺🇸 Chicago Board Options Exchange
1.55%

Countries Breakdown

Country
Total

🇺🇸 United States
23.59%
🇨🇳 China
10.11%
🇩🇪 Germany
6.44%
🇨🇭 Switzerland
5.94%
🇰🇷 South Korea
2.78%
🇨🇦 Canada
2.71%
🇬🇧 United Kingdom
2.29%
🇩🇰 Denmark
2.04%
🇧🇷 Brazil
1.58%
🇷🇺 Russia
0.18%

Dividends

Dividend Yield

3.39%

29 out of 39 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EWZ	0.37%	7.77%	-
0968.HK	0.34%	9.88%	$0.23
TMF	0.31%	3.82%	-
PBR.A	0.2%	12.45%	$2.21
WBA	0.18%	9.18%	$1.46
APA	0.15%	6.21%	$1
JMAT.L	0.15%	6.39%	$0.77
BARN.ZU	0.14%	3.84%	$29
PAH3.DE	0.14%	5.68%	$2.56
PFE	0.14%	7.63%	$1.66
02688.HK	0.12%	4.94%	$2.95
OGZDL.L	0.12%	67.74%	-
ADM	0.1%	4.2%	$1.9
BEN	0.1%	7.16%	$1.23
CVS	0.1%	3.95%	$2.54
NEM	0.1%	1.82%	$1.3
ROG.ZU	0.08%	3.8%	$9.6
ICLN	0.08%	1.84%	-
BF-B	0.06%	2.63%	$0.86
GDXJ	0.06%	1.95%	-
PUM.DE	0.06%	2.96%	$0.82
NOVO-B.CO	0.06%	2.73%	$9.4
EEM	0.05%	2.33%	-
GOLD.BARRICK	0.05%	1.91%	$0.4
IVZ.US	0.05%	6.41%	$0.81
BABA	0.04%	0.9%	$0.98
TFX	0.02%	1.05%	$1.36
INDA	0.01%	0.78%	-
BAYN.DE	0.01%	0.52%	$0.11

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Apr 22, 2025	$0.66
APA	Ex-Dividend	Apr 22, 2025	$0.25
BAYN.DE	Ex-Dividend	Apr 28, 2025	$0.12
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
CVS	Pay Day	May 1, 2025	$0.66
APA	Pay Day	May 22, 2025	$0.25
PUM.DE	Ex-Dividend	May 22, 2025	$0.66
PUM.DE	Pay Day	May 26, 2025	$0.66
02688.HK	Ex-Dividend	May 28, 2025	$0.30
EEM	Pay Day	Jun 17, 2025	$0.29
EWZ	Pay Day	Jun 17, 2025	$-
ICLN	Pay Day	Jun 17, 2025	$-
TMF	Pay Day	Jul 2, 2025	$-
02688.HK	Pay Day	Jul 25, 2025	$0.30
INDA	Pay Day	Dec 20, 2025	$-
GDXJ	Pay Day	Dec 24, 2025	$-

Performance Metrics

Score 2.6/10

Beta

0.79

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.06

-1

Jensen's Alpha

-8.47

-9

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

-0.09

-1

0.75

1.25

Information Ratio

-0.56

-1

0.3

0.6

Calmar Ratio

-0.02

-1

0.3

0.6

Beta

0.79

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.06

-1

Jensen's Alpha

-8.47

-9

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

-0.09

-1

0.75

1.25

Information Ratio

-0.56

-1

0.3

0.6

Calmar Ratio

-0.02

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

17.04

High:

TFX

90.75

Low:

BAYN.DE

-8.1

Details

PEG Ratio

49.97

High:

BF-B

443.93

Low:

BAYN.DE

-61.25

Details

Price/Book

1.86

High:

NOVO-B.CO

13.04

Low:

NVAX

-1.54

Details

Price/Sales

1.12

High:

NOVO-B.CO

6.46

Low:

WBA

0.06

Details

Price/CF

8.77

High:

NVAX

147.06

Low:

KEP

0.9

Details

Price/FCF

24.51

High:

PFE

468.42

Low:

BAYN.DE

6.33

Details