Portfolio of Alderique on eToro

Alderique

🇸🇬 Stock and ETF Value Investor.

855 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

This Month

+14.98%

Year To Date

+39.15%

2 Years

+65.29%

5 Years

+305.97%

10 Years

+16.35%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.08%
💰 Finance
19.14%
💵 Cash
15.94%
🍞 Consumer Non Durables
15.58%
🖥️ Technology Services
8.22%
💇‍♀️ Consumer Services
6.1%
📦 Distribution Services
3.18%
🧪 Process Industries
2.25%
🛍️ Retail Trade
2.23%
🏭 Industrial Services
1.71%
🛠️ Producer Manufacturing
1.65%
🚗 Consumer Durables
1.5%
🧬 Health Technology
0.97%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.64%
🇺🇸 Nasdaq
12.8%
🇫🇷 Euronext Paris
5.45%
🇬🇧 LSE
2.28%
🇫🇮 Helsinki Stock Exchange
1.34%
🇨🇭 SIX
0.59%
🇩🇪 FRA
0.49%

Countries Breakdown

Country
Total

🇺🇸 United States
52.36%
🇫🇷 France
5.45%
🇬🇧 United Kingdom
2.28%
🇫🇮 Finland
1.34%
🇨🇭 Switzerland
0.59%
🇩🇪 Germany
0.49%

Dividends

Dividend Yield

1.2%

32 out of 40 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $CALM (10.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CALM	0.1%	10.75%	$1.87
BLK	0.08%	2%	$20.2
ULVR.L	0.08%	3.46%	$1.47
ML.PA	0.07%	4.88%	$1.35
FAST	0.07%	2.16%	$1.48
PG	0.07%	2.87%	$3.83
TROW	0.06%	4.96%	$4.92
KO	0.06%	2.89%	$1.89
HUH1V.HE	0.05%	3.78%	$1.05
KR	0.04%	2%	$1.16
MCD	0.04%	2.38%	$6.53
BR	0.04%	1.63%	$3.2
TSN	0.04%	3.52%	$1.96
RCL	0.04%	1.15%	-
VRSN	0.03%	0.91%	-
PFE	0.03%	6.83%	$1.66
RMS.PA	0.03%	1.23%	$25
PEP	0.03%	3.79%	$5.15
MC.PA	0.03%	2.04%	$13
CARR	0.03%	1.67%	$0.76
WM	0.03%	1.53%	$2.9
NKE	0.03%	2.47%	$1.45
MDLZ	0.02%	3.42%	$1.7
V	0.02%	0.74%	$2.01
NESN.ZU	0.02%	3.86%	$3
HSY	0.02%	2.99%	$5.12
MA	0.02%	0.56%	$2.46
DIS	0.01%	0.95%	$0.75
META	0.01%	0.32%	$1
MKC	0.01%	2.79%	$1.62
BAYN.DE	0%	0.32%	$0.11
COST	0%	0.55%	$19.22

Next Dividends

Stock	Type	Date	Pay Per Share
MC.PA	Pay Day	Dec 4, 2025	$6.47
TSN	Pay Day	Dec 15, 2025	$0.50

Performance Metrics

Score 7/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.94

0.5

1.5

Sortino Ratio

1.59

Jensen's Alpha

4.09

-2

Omega Ratio

1.33

1.5

2.5

Treynor Ratio

1.36

0.75

1.25

Information Ratio

0.36

0.3

0.6

Calmar Ratio

0.68

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.94

0.5

1.5

Sortino Ratio

1.59

Jensen's Alpha

4.09

-2

Omega Ratio

1.33

1.5

2.5

Treynor Ratio

1.36

0.75

1.25

Information Ratio

0.36

0.3

0.6

Calmar Ratio

0.68

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

21.57

High:

RMS.PA

50.23

Low:

BAYN.DE

-151.22

Details

PEG Ratio

1,189.41

High:

RMS.PA

9,228.37

Low:

BAYN.DE

-195.11

Details

Price/Book

2.98

High:

61.94

Low:

MCD

-99.94

Details

Price/Sales

3.98

High:

16.07

Low:

BIGGQ

Details

Price/CF

23.19

High:

FAST

46.63

Low:

BIGGQ

1.98

Details

Price/FCF

54.03

High:

PEP

5,253.35

Low:

CALM

6.89

Details