Portfolio of wilsonliette on eToro

wilsonliette

🇲🇾 Stock and ETF 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

-0.13%

This Month

-0.13%

Year To Date

+31.37%

2 Years

-72.81%

5 Years

-40.03%

10 Years

-9.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🚗 Consumer Durables
51.99%
📊 ETFs
30.46%
💵 Cash
5%
🖥️ Technology Services
2.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
82.45%
🇭🇰 Hong Kong Exchanges
2.01%

Countries Breakdown

Country
Total

🇨🇳 China
53.99%

Dividends

Dividend Yield

0 out of 4 instruments pay dividend.

0 dividend payments in the next 30 days.

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

1.02

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-10.27

-11

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.22

0.75

1.25

Information Ratio

-0.19

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-10.27

-11

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.22

0.75

1.25

Information Ratio

-0.19

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

-4.12

High:

NIO

-3.16

Low:

03690.HK

-260.12

Details

PEG Ratio

-125.34

High:

NIO

-125.34

Low:

NIO

-125.34

Details

Price/Book

9.08

High:

NIO

19.99

Low:

03690.HK

3.28

Details

Price/Sales

1.18

High:

03690.HK

1.53

Low:

NIO

1.11

Details

Price/CF

64.39

High:

03690.HK

64.39

Low:

03690.HK

64.39

Details

Price/FCF

387.81

High:

03690.HK

387.81

Low:

03690.HK

387.81

Details

P/E Ratio

-4.12

High:

NIO

-3.16

Low:

03690.HK

-260.12

Details

PEG Ratio

-125.34

High:

NIO

-125.34

Low:

NIO

-125.34

Details

Price/Book

9.08

High:

NIO

19.99

Low:

03690.HK

3.28

Details

Price/Sales

1.18

High:

03690.HK

1.53

Low:

NIO

1.11

Details

Price/CF

64.39

High:

03690.HK

64.39

Low:

03690.HK

64.39

Details

Price/FCF

387.81

High:

03690.HK

387.81

Low:

03690.HK

387.81

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-80.77%	Feb 2021	-	60

Monthly Performance

Portfolio of wilsonliette on eToro

wilsonliette

🇲🇾 Stock and ETF 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

-0.13%

This Month

-0.13%

Year To Date

+31.37%

2 Years

-72.81%

5 Years

-40.03%

10 Years

-9.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🚗 Consumer Durables
51.99%
📊 ETFs
30.46%
💵 Cash
5%
🖥️ Technology Services
2.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
82.45%
🇭🇰 Hong Kong Exchanges
2.01%

Countries Breakdown

Country
Total

🇨🇳 China
53.99%

Dividends

Dividend Yield

0 out of 4 instruments pay dividend.

0 dividend payments in the next 30 days.

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

1.02

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-10.27

-11

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.22

0.75

1.25

Information Ratio

-0.19

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-10.27

-11

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.22

0.75

1.25

Information Ratio

-0.19

-1

0.3

0.6

Calmar Ratio

03690.HK

387.81

Low:

03690.HK

387.81

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-80.77%	Feb 2021	-	60