Effective portfolio of Alvaro-Oliveira on eToro

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Alvaro-Oliveira

🇬🇧 Stock Investor.

3 copiers.

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

Effective Portfolio

Summary

+0.3%

Today

-0.17%

This Month

+5.01%

Year To Date

+12.36%

2 Years

+42.34%

5 Years

+7.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.29%
💰 Finance
18.44%
🪨 Non Energy Minerals
11.23%
💻 Electronic Technology
9.79%
⛏️ Energy Minerals
7.2%
🚗 Consumer Durables
7.04%
⚡ Utilities
4.6%
🧬 Health Technology
3.72%
💵 Cash
3.31%
📡 Communications
2.43%
💼 Commercial Services
2.06%
🚚 Transportation
1.89%
🖥️ Technology Services
1.76%
🍞 Consumer Non Durables
0.88%
🧪 Process Industries
0.58%
🧩 Miscellaneous
0.45%
💇‍♀️ Consumer Services
0.45%
🏭 Industrial Services
0.33%
🛠️ Producer Manufacturing
0.19%
🛍️ Retail Trade
0.12%
📦 Distribution Services
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.97%
🇬🇧 LSE
18.48%
🇺🇸 Nasdaq
13.99%
🇩🇪 Xetra ETFs
10.57%
🇫🇷 Euronext Paris
7.53%
🇩🇪 FRA
3.06%
🇭🇰 Hong Kong Exchanges
1.69%
🇨🇭 SIX
0.88%
🇮🇹 Borsa Italiana
0.72%
🇪🇸 Bolsa De Madrid
0.48%
🇳🇱 Euronext Amsterdam
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
37.57%
🇬🇧 United Kingdom
18.68%
🇫🇷 France
7.53%
🇩🇪 Germany
3.06%
🇨🇳 China
1.89%
🇨🇭 Switzerland
0.89%
🇮🇹 Italy
0.72%
🇨🇦 Canada
0.69%
🇪🇸 Spain
0.48%
🇷🇺 Russia
0.4%
🇯🇵 Japan
0.39%
🇮🇳 India
0.22%
🇰🇷 South Korea
0.21%
🇳🇱 Netherlands
0.17%
🇮🇱 Israel
0.06%
🇧🇷 Brazil
0.03%
🇮🇪 Ireland
0.02%
🇦🇺 Australia
0.02%

Dividends

Dividend Yield

4.14%

112 out of 177 instruments pay dividend.

23 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RIO	0.66%	6.6%	$4.34
O	0.58%	5.56%	$3.09
TTE.PA	0.42%	6.11%	$3.06
INSW	0.29%	15.17%	$5.74
OGZDL.L	0.27%	67.74%	-
TW.L	0.27%	8.11%	$0.1
INTC	0.24%	2.49%	$0.5
EVR.L	0.2%	17.85%	-
LGEN.L	0.16%	8.99%	$0.2
VOW3.DE	0.11%	6.41%	$9.06
T	0.1%	4.14%	$1.11
GSK.L	0.1%	4.35%	$0.59
F	0.09%	7.47%	$0.78
JNJ	0.05%	3.25%	$4.81
PAH3.DE	0.03%	5.17%	$2.56
NESN.ZU	0.03%	3.53%	$3
IS0Q.DE	0.03%	5.47%	-
0939.HK	0.02%	6.3%	$0.43
IS04.DE	0.02%	2.83%	-
IUSM.DE	0.02%	4.06%	-
ISP.MI	0.02%	7.27%	$0.3
ENGI.PA	0.02%	8.4%	$1.43
1288.HK	0.02%	5.38%	$0.25
BNP.PA	0.01%	6.49%	$4.6
3328.HK	0.01%	6.01%	$0.4
1398.HK	0.01%	5.99%	$0.33
3988.HK	0.01%	5.94%	$0.26
3968.HK	0.01%	4.48%	$2.13
IUS7.DE	0.01%	5.47%	-
INGA.NV	0.01%	6.23%	$1.11
UCG.MI	0.01%	4.66%	$1.8
ALB	0.01%	2.8%	$1.6
C	0.01%	3.27%	$2.12
ENEL.MI	0.01%	5.69%	$0.43
TFC	0.01%	5.52%	$2.08
ISF.L	0.01%	3.52%	-
SHG	0.01%	3.73%	$1.23
1988.HK	0.01%	5.69%	$0.22
SAN.MC	0.01%	2.63%	$0.14
GLE.PA	0.01%	2.52%	$0.9
ES	0.01%	5.01%	$2.78
USB	0.01%	4.99%	$1.94
BMO	0.01%	4.56%	$4.4
DUK	0.01%	3.47%	$4.1
CBK.DE	0.01%	2.78%	$0.35
DBK.DE	0.01%	3%	$0.45
EXC	0.01%	3.33%	$1.48
D	0.01%	5.04%	$2.67
SRG.MI	0.01%	5.87%	$0.28
BARC.L	0.01%	2.84%	$0.08
CWEN	0.01%	5.81%	$1.6
BAC	0.01%	2.62%	$0.96
RY	0.01%	3.4%	$4.03
EOAN.DE	0.01%	3.66%	$0.53
WFC	0.01%	2.22%	$1.4
PNC	0.01%	4.04%	$6.2
AEP	0.01%	3.39%	$3.47
ETR	0.01%	2.8%	$4.46
EIX	0.01%	5.55%	$3.04
LIT	0.01%	0.98%	-
ED	0%	3.04%	$3.28
NEE	0%	3.19%	$1.97
FE	0%	4.06%	$1.64
XEL	0%	3.21%	$2.13
UGI	0%	4.6%	$1.5
GS	0%	2.2%	$11
EVRG	0%	3.86%	$2.54
WEC	0%	3.21%	$3.23
DTE	0%	3.13%	$4.01
PNW	0%	3.8%	$3.51
SO	0%	3.21%	$2.82
ELE.MC	0%	4.13%	$0.81
IS3F.DE	0%	2.03%	-
SMFG	0%	2.38%	$0.29
PPL	0%	2.91%	$1
MUFG	0%	1.92%	$0.23
RWE.DE	0%	3.25%	$1
JPM	0%	2.07%	$4.4
CMS	0%	2.93%	$2.01
SRE	0%	3.35%	$2.43
RED.MC	0%	3.38%	$0.81
LNT	0%	3.25%	$1.87
NI	0%	2.76%	$1.05
AEE	0%	2.77%	$2.6
PEG	0%	3.04%	$2.34
CNP	0%	2.23%	$0.79
VALE	0%	7.86%	$1.33
AWK	0%	2.13%	$2.89
HDB	0%	0.92%	$0.6
ATO	0%	2.12%	$3.16
WM	0%	1.35%	$2.9
AES	0%	6.93%	$0.68
RSG	0%	0.95%	$2.14
BHP.L	0%	5.21%	$1.26
AVGO	0%	1.16%	$19.7
SIE.DE	0%	2.52%	$4.7
LMT	0%	2.7%	$12.45
BABA	0%	0.81%	$0.98
MSFT	0%	0.83%	$3
WCN	0%	0.61%	$1.12
VST	0%	0.7%	$0.85
ORCL	0%	1.23%	$1.6
MMM	0%	2.06%	$5.21
GLEN.L	0%	2.81%	$0.1
PCG	0%	0.41%	$0.03
ST	0%	2.25%	$0.48
CRM	0%	0.6%	$0.4
ETN	0%	1.34%	$3.6
GOOGL	0%	0.49%	$0.2
RR.L	0%	0.8%	-
SU.PA	0%	1.16%	$3.5
GEV	0%	0.13%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ENGI.PA	Pay Day	Apr 29, 2025	$1.55
BMO	Ex-Dividend	Apr 29, 2025	$1.12
SAN.MC	Ex-Dividend	Apr 29, 2025	$0.11
JPM	Pay Day	Apr 30, 2025	$1.40
EIX	Pay Day	Apr 30, 2025	$0.83
NI	Ex-Dividend	Apr 30, 2025	$0.28
0939.HK	Ex-Dividend	Apr 30, 2025	$0.03
3328.HK	Pay Day	Apr 30, 2025	$0.03
LNT	Ex-Dividend	Apr 30, 2025	$0.51
T	Pay Day	May 1, 2025	$0.28
AES	Ex-Dividend	May 1, 2025	$0.18
GLEN.L	Ex-Dividend	May 1, 2025	$0.05
O	Ex-Dividend	May 1, 2025	$0.27
ETR	Ex-Dividend	May 2, 2025	$0.60
INGA.NV	Pay Day	May 2, 2025	$0.74
SAN.MC	Pay Day	May 2, 2025	$0.11
C	Ex-Dividend	May 5, 2025	$0.56
PNC	Pay Day	May 5, 2025	$1.60
ETN	Ex-Dividend	May 5, 2025	$1.04
PNW	Ex-Dividend	May 5, 2025	$0.90
FE	Ex-Dividend	May 7, 2025	$0.44
WCN	Ex-Dividend	May 7, 2025	$0.32
CMS	Ex-Dividend	May 9, 2025	$0.54
ED	Ex-Dividend	May 14, 2025	$0.85
WEC	Ex-Dividend	May 14, 2025	$0.89
ST	Ex-Dividend	May 14, 2025	$0.12
MSFT	Ex-Dividend	May 15, 2025	$0.83
AES	Pay Day	May 15, 2025	$0.18
CNP	Ex-Dividend	May 15, 2025	$0.22
O	Pay Day	May 15, 2025	$0.27
LNT	Pay Day	May 15, 2025	$0.51
GEV	Pay Day	May 16, 2025	$0.25
BNP.PA	Ex-Dividend	May 19, 2025	$4.95
ISP.MI	Ex-Dividend	May 19, 2025	$0.18
SO	Ex-Dividend	May 19, 2025	$0.72
NI	Pay Day	May 20, 2025	$0.28
BNP.PA	Pay Day	May 21, 2025	$4.95
ISP.MI	Pay Day	May 21, 2025	$0.18
WCN	Pay Day	May 22, 2025	$0.32
C	Pay Day	May 23, 2025	$0.56
ETN	Pay Day	May 23, 2025	$1.04
RY	Pay Day	May 23, 2025	$1.03
GLE.PA	Ex-Dividend	May 26, 2025	$1.13
JNJ	Ex-Dividend	May 27, 2025	$1.30
BMO	Pay Day	May 27, 2025	$1.12
GLE.PA	Pay Day	May 28, 2025	$1.13
0939.HK	Pay Day	May 28, 2025	$0.03
ST	Pay Day	May 28, 2025	$0.12
GS	Ex-Dividend	May 30, 2025	$3.00
CMS	Pay Day	May 30, 2025	$0.54
FE	Pay Day	Jun 1, 2025	$0.44
WEC	Pay Day	Jun 1, 2025	$0.89
ETR	Pay Day	Jun 2, 2025	$0.60
PNW	Pay Day	Jun 2, 2025	$0.90
GLEN.L	Pay Day	Jun 4, 2025	$0.05
LGEN.L	Pay Day	Jun 5, 2025	$0.20
BAC	Ex-Dividend	Jun 6, 2025	$0.26
SO	Pay Day	Jun 6, 2025	$0.72
PEG	Ex-Dividend	Jun 9, 2025	$0.63
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
CNP	Pay Day	Jun 12, 2025	$0.22
ED	Pay Day	Jun 16, 2025	$0.85
GOOGL	Pay Day	Jun 16, 2025	$0.21
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
SRG.MI	Ex-Dividend	Jun 23, 2025	$0.20
SRG.MI	Pay Day	Jun 25, 2025	$0.20
IS04.DE	Pay Day	Jun 25, 2025	$0.08
BAC	Pay Day	Jun 27, 2025	$0.26
ELE.MC	Ex-Dividend	Jun 27, 2025	$0.86
RED.MC	Ex-Dividend	Jun 27, 2025	$0.63
GS	Pay Day	Jun 27, 2025	$3.00
PEG	Pay Day	Jun 30, 2025	$0.63
TTE.PA	Pay Day	Jul 1, 2025	$0.88
ELE.MC	Pay Day	Jul 1, 2025	$0.86
RED.MC	Pay Day	Jul 1, 2025	$0.63
RSG	Ex-Dividend	Jul 2, 2025	$0.58
RSG	Pay Day	Jul 15, 2025	$0.58
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
ENEL.MI	Pay Day	Jul 23, 2025	$0.28

Performance Metrics

Score 3.4/10

Beta

0.8

0.8

0

0.8

1.2

0

2

Sharpe Ratio

0.32

0.32

0

0.5

1

1.5

1.5

Sortino Ratio

0.52

0.52

0

1

2

3

3

Jensen's Alpha

-5.39

-5.39

-6

0

2

4.5

4.5

Omega Ratio

0.6

0.6

0

1

1.5

2.5

2.5

Treynor Ratio

0.62

0.62

0

0.75

1.25

2

2

Information Ratio

-0.63

-0.63

-1

0.3

0.6

1

1

Calmar Ratio

0.25

0.25

0

0.3

0.6

1

1

Beta

0.8

0.8

0

0.8

1.2

0

2

Sharpe Ratio

0.32

0.32

0

0.5

1

1.5

1.5

Sortino Ratio

0.52

0.52

0

1

2

3

3

Jensen's Alpha

-5.39

-5.39

-6

0

2

4.5

4.5

Omega Ratio

0.6

0.6

0

1

1.5

2.5

2.5

Treynor Ratio

0.62

0.62

0

0.75

1.25

2

2

Information Ratio

-0.63

-0.63

-1

0.3

0.6

1

1

Calmar Ratio

0.25

0.25

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.21

High:

HUBS

7,173.54

Low:

LAC

-14,500

Details

PEG Ratio

89.68

High:

DTE

12,467.13

Low:

LAC

-20,299.99

Details

Price/Book

1.36

High:

LAC

1,028.37

Low:

RR.L

-70.45

Details

Price/Sales

1.37

High:

PLTR

99.51

Low:

LAC

-

Details

Price/CF

6.45

High:

CFLT

275.26

Low:

CBK.DE

0.14

Details

Price/FCF

17.8

High:

CNP

2,846

Low:

3328.HK

0.39

Details

P/E Ratio

23.21

High:

HUBS

7,173.54

Low:

LAC

-14,500

Details

PEG Ratio

89.68

High:

DTE

12,467.13

Low:

LAC

-20,299.99

Details

Price/Book

1.36

High:

LAC

1,028.37

Low:

RR.L

-70.45

Details

Price/Sales

1.37

High:

PLTR

99.51

Low:

LAC

-

Details

Price/CF

6.45

High:

CFLT

275.26

Low:

CBK.DE

0.14

Details

Price/FCF

17.8

High:

CNP

2,846

Low:

3328.HK

0.39

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-28.46%	Feb 2022	-	39
-7.94%	Sep 2020	Nov 2020	2
-7.03%	Jan 2021	Apr 2021	3
-3.18%	Jun 2020	Aug 2020	2
-2.78%	Nov 2021	Dec 2021	1

Monthly Performance