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.
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
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 2021 | Mar 2021 | 2 |
-13.8% | Apr 2021 | Jul 2021 | 3 |
-2.68% | Nov 2020 | Dec 2020 | 1 |
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
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 Technology94.96%
- 🏥 Health Services4.1%
- 💵 Cash0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.69%
- 🇺🇸 NYSE21.75%
- 🇭🇰 Hong Kong Exchanges6.87%
- 🇦🇺 Sydney4.02%
- 🇫🇷 Euronext Paris1.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.66%
- 🇩🇪 Germany9.54%
- 🇨🇳 China6.87%
- 🇫🇷 France5.98%
- 🇬🇧 United Kingdom4.99%
- 🇦🇺 Australia4.02%
Dividends
Dividend Yield
1.07%
7 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.27% | 6.41% | $1.66 |
 JNJ | 0.2% | 3.4% | $4.81 |
 MRK | 0.18% | 3.18% | $3.04 |
 SNY | 0.13% | 3.1% | $1.48 |
 ABT | 0.12% | 1.96% | $2.16 |
 AZN | 0.11% | 2.23% | $1.42 |
 CSL.ASX | 0.06% | 1.44% | $3.81 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MRK | Pay Day | Jan 8 | $0.81 |
ABT | Ex-Dividend | Jan 15 | $0.59 |
PFE | Ex-Dividend | Jan 24 | $0.43 |
ABT | Pay Day | Feb 14 | $0.59 |
PFE | Pay Day | Mar 7 | $0.43 |
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