Effective portfolio of Aufidius on eToro

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Aufidius

🇫🇷 Stock Investor.

1 copier.

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%

Today

+3.77%

This Month

+7.63%

Year To Date

+34.57%

2 Years

+40.6%

5 Years

+8.11%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
37.47%
💻 Electronic Technology
31.45%
⛏️ Energy Minerals
9.05%
📈 Indexes
7.04%
🚗 Consumer Durables
5.66%
🖥️ Technology Services
3.99%
🧬 Health Technology
2.05%
🏥 Health Services
1.67%
💵 Cash
0.95%
🛍️ Retail Trade
0.25%
🚚 Transportation
0.23%

Exchanges Breakdown

Exchange
Total

🇫🇷 Euronext Paris
48.64%
🇺🇸 Nasdaq
40.32%
🌍 CFD
7.04%
🇺🇸 NYSE
2.26%
🇬🇧 LSE
0.54%
🇨🇭 SIX
0.08%

Countries Breakdown

Country
Total

🇫🇷 France
48.64%
🇺🇸 United States
40.81%
🇮🇱 Israel
1.37%
🇬🇧 United Kingdom
0.54%
🇮🇪 Ireland
0.21%
🇩🇰 Denmark
0.19%
🇨🇭 Switzerland
0.08%

Dividends

Dividend Yield

4.03%

29 out of 47 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $NXI.PA (28.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MERY.PA	1.37%	9.12%	$0.99
NXI.PA	1.22%	28.14%	-
TTE.PA	0.55%	6.05%	$3.06
URW.PA	0.55%	4.33%	$2.5
ICAD.PA	0.2%	15.94%	$4.84
GLE.PA	0.08%	2.19%	$0.9
PFE	0.01%	6.99%	$1.66
NVDA	0.01%	0.02%	$0.02
MRK	0%	4%	$3.04
C	0%	2.44%	$2.12
IAG.L	0%	1.88%	-
BMY	0%	5.19%	$2.34
JNJ	0%	3.1%	$4.81
MDT.US	0%	3.14%	$2.77
GS	0%	1.84%	$11
SAN.PA	0%	4.71%	$3.76
JPM	0%	1.82%	$4.4
ROG.ZU	0%	3.76%	$9.6
AZN.L	0%	2.39%	$2.28
AXP	0%	0.99%	$2.6
ABT	0%	1.88%	$2.16
BDX	0%	2.28%	$3.76
MSFT	0%	0.65%	$3
NVO	0%	1.84%	$0.98
LLY	0%	0.75%	$4.86
RR.L	0%	0.6%	-
GOOG	0%	0.44%	$0.2
GE	0%	0.49%	$0.44
META	0%	0.29%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GE	Pay Day	Jul 25, 2025	$0.36
PFE	Ex-Dividend	Jul 25, 2025	$0.43
JPM	Pay Day	Jul 31, 2025	$1.40
BMY	Pay Day	Aug 1, 2025	$0.62
C	Ex-Dividend	Aug 4, 2025	$0.60
AXP	Pay Day	Aug 8, 2025	$0.82
ABT	Pay Day	Aug 15, 2025	$0.59
LLY	Ex-Dividend	Aug 15, 2025	$1.50
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
C	Pay Day	Aug 22, 2025	$0.60
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
GS	Ex-Dividend	Aug 29, 2025	$4.00
PFE	Pay Day	Sep 2, 2025	$0.43
JNJ	Pay Day	Sep 9, 2025	$1.30
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
GS	Pay Day	Sep 29, 2025	$4.00
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97

Performance Metrics

Score 3.3/10

Beta

2.33

2.33

0

0.8

1.2

0

3

Sharpe Ratio

0.34

0.34

0

0.5

1

1.5

1.5

Sortino Ratio

0.59

0.59

0

1

2

3

3

Jensen's Alpha

-8.7

-8.7

-9

0

2

4.5

4.5

Omega Ratio

1.15

1.15

0

1

1.5

2.5

2.5

Treynor Ratio

0.71

0.71

0

0.75

1.25

2

2

Information Ratio

0.15

0.15

0

0.3

0.6

1

1

Calmar Ratio

0.1

0.1

0

0.3

0.6

1

1

Beta

2.33

2.33

0

0.8

1.2

0

3

Sharpe Ratio

0.34

0.34

0

0.5

1

1.5

1.5

Sortino Ratio

0.59

0.59

0

1

2

3

3

Jensen's Alpha

-8.7

-8.7

-9

0

2

4.5

4.5

Omega Ratio

1.15

1.15

0

1

1.5

2.5

2.5

Treynor Ratio

0.71

0.71

0

0.75

1.25

2

2

Information Ratio

0.15

0.15

0

0.3

0.6

1

1

Calmar Ratio

0.1

0.1

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

53.44

High:

PLTR

670.39

Low:

SNOW

-51.55

Details

PEG Ratio

726.37

High:

MERY.PA

3,014.31

Low:

ASND

-77.79

Details

Price/Book

27.36

High:

PLTR

66.79

Low:

RR.L

-93.72

Details

Price/Sales

18.03

High:

PLTR

125.81

Low:

CO.PA

0.02

Details

Price/CF

31.83

High:

PLTR

161.45

Low:

GLE.PA

0.69

Details

Price/FCF

38.43

High:

LLY

631.92

Low:

UBI.PA

1.49

Details

P/E Ratio

53.44

High:

PLTR

670.39

Low:

SNOW

-51.55

Details

PEG Ratio

726.37

High:

MERY.PA

3,014.31

Low:

ASND

-77.79

Details

Price/Book

27.36

High:

PLTR

66.79

Low:

RR.L

-93.72

Details

Price/Sales

18.03

High:

PLTR

125.81

Low:

CO.PA

0.02

Details

Price/CF

31.83

High:

PLTR

161.45

Low:

GLE.PA

0.69

Details

Price/FCF

38.43

High:

LLY

631.92

Low:

UBI.PA

1.49

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-73.59%	Jun 2021	-	50
-11.21%	Sep 2020	Dec 2020	3
-5.31%	Jan 2021	Mar 2021	2

Monthly Performance