Effective portfolio of vreni-sigrist on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
PGHN.ZU	0.59%	4.95%	$39
SHIP	0.17%	2.91%	$0.1
BABA	0.07%	0.79%	$0.98
NVO	0.07%	3.45%	$0.98
1398.HK	0.02%	5.28%	$0.33
0939.HK	0.02%	5.44%	$0.43
3988.HK	0.02%	5.62%	$0.26
3968.HK	0.02%	4.54%	$2.13
BNP.PA	0.02%	5.79%	$4.6
3328.HK	0.02%	5.75%	$0.4
1288.HK	0.02%	5.2%	$0.25
ISP.MI	0.02%	6.93%	$0.3
C	0.01%	2.14%	$2.12
BAC	0.01%	2.2%	$0.96
TFC	0.01%	4.24%	$2.08
USB	0.01%	3.78%	$1.94
BNS	0.01%	4.33%	$3.09
UCG.MI	0.01%	4.24%	$1.8
INGA.NV	0.01%	4.63%	$1.11
PNC	0.01%	3.16%	$6.2
MUFG	0.01%	2.25%	$0.23
TD	0.01%	3.16%	$2.93
WFC	0.01%	2.1%	$1.4
SMFG	0.01%	2.16%	$0.29
DBK.DE	0.01%	3.48%	$0.45
RY	0.01%	2.76%	$4.03
MFG	0.01%	1.82%	$0.12
MS	0.01%	2.37%	$3.4
JPM	0.01%	1.95%	$4.4
GS	0.01%	1.8%	$11
SAN.MC	0.01%	1.94%	$0.14
BARC.L	0.01%	1.99%	$0.08
GLE.PA	0%	1.64%	$0.9
HDB	0%	1.04%	$0.6
NVTKL.L	0%	109.46%	-
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.2/10

Beta

1.28

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-7.19

-8

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.28

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-7.19

-8

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.02

High:

TSLA

377.27

Low:

SNOW

-42.58

Details

PEG Ratio

90.33

High:

1398.HK

1,504.35

Low:

NIO

-132.09

Details

Price/Book

3.49

High:

JMIA

37.48

Low:

SCLX

-0.29

Details

Price/Sales

4.24

High:

TSLA

15.15

Low:

SRNE

0.03

Details

Price/CF

18.73

High:

TSLA

107.92

Low:

GLE.PA

0.69

Details

Price/FCF

37.27

High:

BABA

1,196.17

Low:

GLE.PA

1.6

Details

P/E Ratio

31.02

High:

TSLA

377.27

Low:

SNOW

-42.58

Details

PEG Ratio

90.33

High:

1398.HK

1,504.35

Low:

NIO

-132.09

Details

Price/Book

3.49

High:

JMIA

37.48

Low:

SCLX

-0.29

Details

Price/Sales

4.24

High:

TSLA

15.15

Low:

SRNE

0.03

Details

Price/CF

18.73

High:

TSLA

107.92

Low:

GLE.PA

0.69

Details

Price/FCF

37.27

High:

BABA

1,196.17

Low:

GLE.PA

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-51.04%	Nov 2021	Aug 2025	45
-14.52%	Oct 2025	-	6
-10.44%	Apr 2021	Aug 2021	4
-4.43%	Sep 2021	Oct 2021	1
-1.74%	Feb 2021	Mar 2021	1

Monthly Performance

vreni-sigrist

🇨🇭 Stock Investor.

1 copier.

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

Summary

-3.52%

This Month

-5.81%

Year To Date

+16.61%

2 Years

+6.91%

5 Years

+39.47%

10 Years

+6.24%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.52%
🖥️ Technology Services
16.66%
🪙 Cryptocurrencies
9.93%
🛍️ Retail Trade
8.63%
💇‍♀️ Consumer Services
8.31%
💵 Cash
6.47%
🚚 Transportation
5.8%
🚗 Consumer Durables
5.19%
🧬 Health Technology
2.19%
⛏️ Energy Minerals
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
34.01%
🇺🇸 Nasdaq
27.66%
🇨🇭 SIX
11.85%
🌍 Digital Currency
9.93%
🇭🇰 Hong Kong Exchanges
2.53%
🇫🇷 Euronext Paris
0.66%
🇮🇹 Borsa Italiana
0.51%
🇪🇸 Bolsa De Madrid
0.31%
🇬🇧 LSE
0.29%
🇳🇱 Euronext Amsterdam
0.24%
🇩🇪 FRA
0.23%

Countries Breakdown

Country
Total

🇺🇸 United States
25.82%
🇨🇳 China
12.15%
🇨🇭 Switzerland
11.85%
🇧🇷 Brazil
9.06%
🇩🇪 Germany
7.49%
🇬🇷 Greece
5.8%
🇩🇰 Denmark
1.89%
🇯🇵 Japan
1.16%
🇨🇦 Canada
0.83%
🇫🇷 France
0.66%
🇮🇹 Italy
0.51%
🇪🇸 Spain
0.31%
🇬🇧 United Kingdom
0.29%
🇳🇱 Netherlands
0.24%
🇮🇳 India
0.23%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.26%

36 out of 46 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PGHN.ZU	0.59%	4.95%	$39
SHIP	0.17%	2.91%	$0.1
BABA	0.07%	0.79%	$0.98
NVO	0.07%	3.45%	$0.98
1398.HK	0.02%	5.28%	$0.33
0939.HK	0.02%	5.44%	$0.43
3988.HK	0.02%	5.62%	$0.26
3968.HK	0.02%	4.54%	$2.13
BNP.PA	0.02%	5.79%	$4.6
3328.HK	0.02%	5.75%	$0.4
1288.HK	0.02%	5.2%	$0.25
ISP.MI	0.02%	6.93%	$0.3
C	0.01%	2.14%	$2.12
BAC	0.01%	2.2%	$0.96
TFC	0.01%	4.24%	$2.08
USB	0.01%	3.78%	$1.94
BNS	0.01%	4.33%	$3.09
UCG.MI	0.01%	4.24%	$1.8
INGA.NV	0.01%	4.63%	$1.11
PNC	0.01%	3.16%	$6.2
MUFG	0.01%	2.25%	$0.23
TD	0.01%	3.16%	$2.93
WFC	0.01%	2.1%	$1.4
SMFG	0.01%	2.16%	$0.29
DBK.DE	0.01%	3.48%	$0.45
RY	0.01%	2.76%	$4.03
MFG	0.01%	1.82%	$0.12
MS	0.01%	2.37%	$3.4
JPM	0.01%	1.95%	$4.4
GS	0.01%	1.8%	$11
SAN.MC	0.01%	1.94%	$0.14
BARC.L	0.01%	1.99%	$0.08
GLE.PA	0%	1.64%	$0.9
HDB	0%	1.04%	$0.6
NVTKL.L	0%	109.46%	-
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.2/10

Beta

1.28

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-7.19

-8

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.28

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-7.19

-8

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

1,196.17

Low:

GLE.PA

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-51.04%	Nov 2021	Aug 2025	45
-14.52%	Oct 2025	-	6
-10.44%	Apr 2021	Aug 2021	4
-4.43%	Sep 2021	Oct 2021	1
-1.74%	Feb 2021	Mar 2021	1