Portfolio of welshpete on eToro

welshpete

🇬🇧 Stock Momentum Investor.

24 copiers.

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

Summary

-1.62%

This Month

-1.62%

Year To Date

+25.84%

2 Years

+29.36%

5 Years

+88.56%

10 Years

+12.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.48%
💰 Finance
22.77%
💻 Electronic Technology
12.5%
🛍️ Retail Trade
8.63%
🏭 Industrial Services
6.03%
🚗 Consumer Durables
5.85%
💇‍♀️ Consumer Services
4.93%
🧬 Health Technology
3.84%
🚚 Transportation
3.54%
🍞 Consumer Non Durables
2.83%
🧪 Process Industries
1.85%
💵 Cash
0.89%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.09%
🇺🇸 NYSE
28.43%
🇬🇧 LSE
19.56%
🇭🇰 Hong Kong Exchanges
2.31%
🇩🇪 FRA
1.85%

Countries Breakdown

Country
Total

🇺🇸 United States
67.25%
🇬🇧 United Kingdom
22.46%
🇮🇹 Italy
3.8%
🇩🇪 Germany
1.85%
🇧🇲 Bermuda
1.57%
🇭🇰 Hong Kong
1.52%
🇨🇳 China
0.79%

Dividends

Dividend Yield

1.21%

21 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $INVP.L (6.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
INVP.L	0.32%	6.36%	$0.35
GFRD.L	0.16%	3.54%	$0.12
LLOY.L	0.16%	3.28%	$0.03
GSK	0.1%	3.49%	$1.45
C	0.09%	2.07%	$2.12
00257.HK	0.08%	4.96%	$0.22
BGC	0.06%	0.88%	$0.05
TSCO.L	0.05%	3.38%	$0.12
EZJ.L	0.05%	2.73%	$0.05
IAG.L	0.03%	2.03%	-
ESNT	0.03%	2.02%	$1.06
MRK	0.03%	2.97%	$3.04
SDF.DE	0.02%	1.1%	$0.7
RCL	0.02%	1.28%	-
GOOG	0.01%	0.25%	$0.2
MSFT	0.01%	0.78%	$3
EA	0.01%	0.37%	$0.76
AAPL	0.01%	0.42%	$0.97
DIS	0.01%	1.34%	$0.75
CCL	0.01%	0.53%	-
RACE	-0.04%	-1.03%	$-2.64

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.6/10

Beta

1.02

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.88

Jensen's Alpha

-0.38

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.88

Jensen's Alpha

-0.38

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.19

High:

TSLA

280.13

Low:

MDB

-436.3

Details

PEG Ratio

48.92

High:

INVP.L

312.56

Low:

MDB

-637.2

Details

Price/Book

7.48

High:

AAPL

49.43

Low:

1958.HK

0.24

Details

Price/Sales

5.42

High:

TSLA

15.46

Low:

1958.HK

0.08

Details

Price/CF

20.08

High:

TSLA

99.57

Low:

1958.HK

0.75

Details

Price/FCF

60.25

High:

TSLA

229.45

Low:

1958.HK

1.16

Details

P/E Ratio

33.19

High:

TSLA

280.13

Low:

MDB

-436.3

Details

PEG Ratio

48.92

High:

INVP.L

312.56

Low:

MDB

-637.2

Details

Price/Book

7.48

High:

AAPL

49.43

Low:

1958.HK

0.24

Details

Price/Sales

5.42

High:

TSLA

15.46

Low:

1958.HK

0.08

Details

Price/CF

20.08

High:

TSLA

99.57

Low:

1958.HK

0.75

Details

Price/FCF

60.25

High:

TSLA

229.45

Low:

1958.HK

1.16

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-41.23%	Nov 2021	-	51
-2.13%	Jun 2021	Aug 2021	2
-1.74%	Sep 2021	Oct 2021	1

Monthly Performance

Portfolio of welshpete on eToro

welshpete

🇬🇧 Stock Momentum Investor.

24 copiers.

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

Summary

-1.62%

This Month

-1.62%

Year To Date

+25.84%

2 Years

+29.36%

5 Years

+88.56%

10 Years

+12.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.48%
💰 Finance
22.77%
💻 Electronic Technology
12.5%
🛍️ Retail Trade
8.63%
🏭 Industrial Services
6.03%
🚗 Consumer Durables
5.85%
💇‍♀️ Consumer Services
4.93%
🧬 Health Technology
3.84%
🚚 Transportation
3.54%
🍞 Consumer Non Durables
2.83%
🧪 Process Industries
1.85%
💵 Cash
0.89%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.09%
🇺🇸 NYSE
28.43%
🇬🇧 LSE
19.56%
🇭🇰 Hong Kong Exchanges
2.31%
🇩🇪 FRA
1.85%

Countries Breakdown

Country
Total

🇺🇸 United States
67.25%
🇬🇧 United Kingdom
22.46%
🇮🇹 Italy
3.8%
🇩🇪 Germany
1.85%
🇧🇲 Bermuda
1.57%
🇭🇰 Hong Kong
1.52%
🇨🇳 China
0.79%

Dividends

Dividend Yield

1.21%

21 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $INVP.L (6.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
INVP.L	0.32%	6.36%	$0.35
GFRD.L	0.16%	3.54%	$0.12
LLOY.L	0.16%	3.28%	$0.03
GSK	0.1%	3.49%	$1.45
C	0.09%	2.07%	$2.12
00257.HK	0.08%	4.96%	$0.22
BGC	0.06%	0.88%	$0.05
TSCO.L	0.05%	3.38%	$0.12
EZJ.L	0.05%	2.73%	$0.05
IAG.L	0.03%	2.03%	-
ESNT	0.03%	2.02%	$1.06
MRK	0.03%	2.97%	$3.04
SDF.DE	0.02%	1.1%	$0.7
RCL	0.02%	1.28%	-
GOOG	0.01%	0.25%	$0.2
MSFT	0.01%	0.78%	$3
EA	0.01%	0.37%	$0.76
AAPL	0.01%	0.42%	$0.97
DIS	0.01%	1.34%	$0.75
CCL	0.01%	0.53%	-
RACE	-0.04%	-1.03%	$-2.64

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.6/10

Beta

1.02

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.88

Jensen's Alpha

-0.38

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.88

Jensen's Alpha

-0.38

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

229.45

Low:

1958.HK

1.16

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-41.23%	Nov 2021	-	51
-2.13%	Jun 2021	Aug 2021	2
-1.74%	Sep 2021	Oct 2021	1