BatteryTech avatar

BatteryTech
🇬🇧 Stock Smart Portfolio.
303 copiers.
DECEMBER
-5.21%
2024
-11.05%
2 YEARS
-6.13%
5 YEARS
-25.11%
ANNUALIZED RETURN
-8.95%
TRACK RECORD
3.1 years

About BatteryTech

Over the last several years, a surge in lithium-ion battery production dramatically reduced prices to the point that electric vehicles have become commercially viable from the standpoint of cost and performance. Additionally, rising sales of portable electronic devices increase the demand for long-lasting batteries.

Moreover, batteries are part of massive Energy Storage systems growth. This market is very relevant today as the world expands using renewable energy sources to produce electricity.

A new age of battery-powered electricity will be integrated throughout society in the coming years. Along the way, the entire ecosystem will grow and develop to support this trend.

eToro’s BatteryTech Smart Portfolio is comprised of stocks of the whole battery cycle. It includes mining and refining companies, chemical and battery producers, electric vehicle manufacturers, developers and users of energy storage technologies and more.

The minimum investment amount for this portfolio is $500.

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    303

    Assets Under Copy

    $300K-$1M

    Risk Score

    6

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -35.51%
      Apr 2022-33

      Performance Metrics

      Score 2.2/10

      Beta

      1.11
      1.11
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      -0.29
      -0.29
      -1
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      -0.37
      -0.37
      -1
      1
      2
      3
      3

      Jensen's Alpha

      -13.06
      -13.06
      -14
      0
      2
      4.5
      4.5

      Omega Ratio

      0.66
      0.66
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      -0.66
      -0.66
      -1
      0.75
      1.25
      2
      2

      Information Ratio

      -0.56
      -0.56
      -1
      0.3
      0.6
      1
      1

      Calmar Ratio

      -0.26
      -0.26
      -1
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 🛠️ Producer Manufacturing
        34.63%
      • 🚗 Consumer Durables
        24.99%
      • 💻 Electronic Technology
        19.91%
      • 🪨 Non Energy Minerals
        7.91%
      • Utilities
        7.39%
      • 🧪 Process Industries
        4.28%
      • 💵 Cash
        0.76%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 NYSE
        45.55%
      • 🇺🇸 Nasdaq
        28.24%
      • 🇬🇧 LSE
        7.26%
      • 🇭🇰 Hong Kong Exchanges
        4.95%
      • 🇨🇭 SIX
        4.26%
      • 🇩🇪 FRA
        3.7%
      • 🇫🇷 Euronext Paris
        3.48%
      • 🇦🇺 Sydney
        1.65%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        56.35%
      • 🇨🇳 China
        14.31%
      • 🇬🇧 United Kingdom
        5.17%
      • 🇮🇪 Ireland
        4.45%
      • 🇨🇭 Switzerland
        4.26%
      • 🇦🇺 Australia
        3.75%
      • 🇩🇪 Germany
        3.7%
      • 🇫🇷 France
        3.48%
      • 🇧🇷 Brazil
        1.86%
      • 🇨🇦 Canada
        1.24%
      • 🇮🇱 Israel
        0.54%

      Dividends

      Dividend Yield

      1.25%

      14 out of 30 instruments pay dividend.

      2 dividend payments in the next 30 days.

      Highest Dividend: $VALE (10.65%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      VALE
      VALE
      0.2%
      10.65%
      $1.33
      NEE
      NEE
      0.14%
      3.03%
      $1.97
      PLS.ASX
      PLS.ASX
      0.14%
      8.69%
      $0.25
      BHP.L
      BHP.L
      0.12%
      5.76%
      $1.26
      AES
      AES
      0.11%
      5.85%
      $0.68
      SIE.DE
      SIE.DE
      0.1%
      2.67%
      $4.7
      LMT
      LMT
      0.08%
      2.63%
      $12.45
      ABBN.ZU
      ABBN.ZU
      0.08%
      1.78%
      $0.87
      01211.HK
      01211.HK
      0.07%
      1.32%
      $3.41
      ALB
      ALB
      0.05%
      1.74%
      $1.6
      ETN
      ETN
      0.05%
      1.11%
      $3.6
      SU.PA
      SU.PA
      0.05%
      1.39%
      $3.5
      ST
      ST
      0.03%
      1.73%
      $0.48
      GE
      GE
      0.03%
      0.63%
      $0.44

      Next Dividends

      Instrument
      Type
      Date
      Pay Per Share
      GE
      GE
      Pay Day
      Jan 27
      $0.28
      AES
      AES
      Ex-Dividend
      Jan 31
      $0.18
      AES
      AES
      Pay Day
      Feb 14
      $0.18

      Portfolio Holdings

      (As of December 31, 2024)

      Monthly Returns

      Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results