Vaccine-Med avatar

Vaccine-Med
🇬🇧 Stock Smart Portfolio.
368 copiers.
NOVEMBER
-4.91%
YEAR TO DATE
-6.02%
1 YEAR
+1.14%
5 YEARS
-49.83%
ANNUALIZED RETURN
-15.25%
TRACK RECORD
4.2 years

About Vaccine-Med

Vaccines have saved millions of lives for decades and protect against infectious diseases. With the recent Covid-19 pandemic, vaccine development became one of the hottest topics globally, as efforts to immunize the population from this virus turned into a priority for all.

Several infectious diseases have efficient prophylactic (preventive) vaccines available. In the future, new infections will appear, and new vaccines will have to be developed. The global vaccine market enjoys high entry barriers and benefits from substantial funding from government and humanitarian organisations for Research & Development.

Vaccine-Med Smart Portfolio allocates in stocks, based on eToro's asset universe, of vaccines manufacturers, among Pharmaceuticals and Biotechnology companies from all parts of the world, that have ongoing studies in several phases of existing and new vaccines for diseases that affect humans.

The minimum investment amount for this portfolio is $500.

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    368

    Assets Under Copy

    $300K-$1M

    Risk Score

    6

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -67.43%
      Aug 2021-39
      -14.81%
      Jan 2021Mar 20212
      -13.8%
      Apr 2021Jul 20213
      -2.68%
      Nov 2020Dec 20201

      Performance Metrics

      Score 2.3/10

      Beta

      1
      1
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      -0.36
      -0.36
      -1
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      -0.52
      -0.52
      -1
      1
      2
      3
      3

      Jensen's Alpha

      -23.7
      -23.7
      -24
      0
      2
      4.5
      4.5

      Omega Ratio

      0.54
      0.54
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      -1.1
      -1.1
      -2
      0.75
      1.25
      2
      2

      Information Ratio

      -0.82
      -0.82
      -1
      0.3
      0.6
      1
      1

      Calmar Ratio

      -0.23
      -0.23
      -1
      0.3
      0.6
      1
      1

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 🧬 Health Technology
        94.96%
      • 🏥 Health Services
        4.1%
      • 💵 Cash
        0.61%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 Nasdaq
        64.69%
      • 🇺🇸 NYSE
        21.75%
      • 🇭🇰 Hong Kong Exchanges
        6.87%
      • 🇦🇺 Sydney
        4.02%
      • 🇫🇷 Euronext Paris
        1.72%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        67.66%
      • 🇩🇪 Germany
        9.54%
      • 🇨🇳 China
        6.87%
      • 🇫🇷 France
        5.98%
      • 🇬🇧 United Kingdom
        4.99%
      • 🇦🇺 Australia
        4.02%

      Dividends

      Dividend Yield

      1.04%

      7 out of 20 instruments pay dividend.

      1 dividend payments in the next 30 days.

      Highest Dividend: $PFE (6.53%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      PFE
      PFE
      0.27%
      6.53%
      $1.66
      JNJ
      JNJ
      0.19%
      3.29%
      $4.81
      MRK
      MRK
      0.17%
      3.03%
      $3.04
      SNY
      SNY
      0.13%
      3.05%
      $1.48
      ABT
      ABT
      0.11%
      1.9%
      $2.16
      AZN
      AZN
      0.11%
      2.13%
      $1.42
      CSL.ASX
      CSL.ASX
      0.06%
      1.42%
      $3.81

      Next Dividends

      Instrument
      Type
      Date
      Pay Per Share
      JNJ
      JNJ
      Pay Day
      Dec 10
      $1.24
      MRK
      MRK
      Ex-Dividend
      Dec 16
      $0.81
      MRK
      MRK
      Pay Day
      Jan 8
      $0.81

      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