NOVEMBER
+3.67%
YEAR TO DATE
+9.36%
1 YEAR
+21.18%
5 YEARS
+11.75%
ANNUALIZED RETURN
+2.7%
TRACK RECORD
4.2 years
About PetPortfolio
Pets are loyal companions and an important part of many people's lives. They became part of the family, and as such, the majority of pet owners believe that the quality of their pet's life is important. Owners take pride in providing their companions with good nourishing food as well as items for their wellbeing.
As the pet industry grows every year with pet ownership increasing in several countries, so do pet care suppliers and services. Articles such as high-quality fresh organic pet food, pet health insurance policies and a series of preventive medications and diagnostic tools are all readily available.
PetPortfolio Smart Portfolio allocates in stocks, based on eToro's asset universe, of the Pet Industry, such as pet food producers, pet specialized merchants, veterinarian products and services, and pharmaceuticals.
The minimum investment amount for this portfolio is $500.
As the pet industry grows every year with pet ownership increasing in several countries, so do pet care suppliers and services. Articles such as high-quality fresh organic pet food, pet health insurance policies and a series of preventive medications and diagnostic tools are all readily available.
PetPortfolio Smart Portfolio allocates in stocks, based on eToro's asset universe, of the Pet Industry, such as pet food producers, pet specialized merchants, veterinarian products and services, and pharmaceuticals.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
88
Assets Under Copy
$100K-$300K
Risk Score
4
Type
Smart Portfolio
Copiers
88
Assets Under Copy
$100K-$300K
Risk Score
4
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.19% | Oct 2021 | - | 37 |
-2.63% | Aug 2021 | Sep 2021 | 1 |
Performance Metrics
Score 2.5/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-9.94
-9.94
-10
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-9.94
-9.94
-10
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables31.31%
- 🛍️ Retail Trade19%
- 🧬 Health Technology18.73%
- 🧪 Process Industries11.54%
- 📦 Distribution Services9.46%
- 💰 Finance4.92%
- 🚗 Consumer Durables4.12%
- 💵 Cash0.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.57%
- 🇺🇸 Nasdaq31.07%
- 🇳🇱 Euronext Amsterdam4.2%
- 🇩🇰 Copenhagen Stock Exchange3.74%
- 🇨🇭 SIX3.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.63%
- 🇨🇭 Switzerland7.71%
- 🇩🇰 Denmark3.74%
Dividends
Dividend Yield
1.52%
13 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (4.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MRK | 0.19% | 3.18% | $3.04 |
 GIS | 0.17% | 3.76% | $2.36 |
 SJM | 0.16% | 3.89% | $4.24 |
 CL | 0.15% | 2.17% | $1.96 |
 NESN.ZU | 0.14% | 4.08% | $3 |
 ADM | 0.14% | 3.96% | $1.9 |
 TSCO | 0.13% | 1.63% | $4.26 |
 DSFIR.NV | 0.11% | 2.56% | $2.5 |
 SPB | 0.08% | 2.03% | $1.68 |
 PDCO | 0.08% | 3.37% | $1.04 |
 COR | 0.06% | 0.91% | $2.02 |
 ZTS | 0.06% | 1.09% | $1.67 |
 NSIS-B.CO | 0.04% | 0.98% | $6.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MRK | Pay Day | Jan 8 | $0.81 |
GIS | Ex-Dividend | Jan 10 | $0.60 |
CL | Ex-Dividend | Jan 21 | $0.50 |
ZTS | Ex-Dividend | Jan 21 | $0.50 |
GIS | Pay Day | Feb 3 | $0.60 |
CL | Pay Day | Feb 14 | $0.50 |
ZTS | Pay Day | Mar 4 | $0.50 |
Portfolio Holdings
(As of November 30, 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