Effective portfolio of BenyLili on eToro

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BenyLili

🇫🇷 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

+0.08%

Today

+1.76%

This Month

-6.07%

Year To Date

+54.37%

2 Years

+38.41%

5 Years

+9.27%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
53.76%
💰 Finance
16.86%
🪙 Cryptocurrencies
6.51%
🧩 Miscellaneous
4.19%
💵 Cash
2.22%
🪨 Non Energy Minerals
1.39%
🍞 Consumer Non Durables
1.21%
🚗 Consumer Durables
1.09%
🖥️ Technology Services
0.98%
📡 Communications
0.38%
💻 Electronic Technology
0.35%
🧬 Health Technology
0.29%
💇‍♀️ Consumer Services
0.23%
💼 Commercial Services
0.19%
🛍️ Retail Trade
0.19%

Exchanges Breakdown

Exchange
Total

🇩🇪 Xetra ETFs
52.37%
🇺🇸 NYSE
24.66%
🌍 Digital Currency
6.51%
🇺🇸 Nasdaq
3.27%
🇫🇷 Euronext Paris
0.57%
🇨🇭 SIX
0.25%

Countries Breakdown

Country
Total

🇺🇸 United States
20.96%
🇨🇦 Canada
1.39%
🇫🇷 France
0.57%
🇨🇭 Switzerland
0.25%

Dividends

Dividend Yield

0.2%

24 out of 51 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $BNP.PA (6.19%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOO	0.02%	1.37%	-
BNP.PA	0.02%	6.19%	$4.6
XLE	0.02%	3.55%	-
KO	0.02%	2.82%	$1.89
T	0.02%	3.99%	$1.11
PEP	0.01%	4.21%	$5.15
BAER.ZU	0.01%	4.68%	$2.6
JNJ	0.01%	3.26%	$4.81
IWM	0.01%	1.27%	-
PG	0.01%	2.59%	$3.83
QQQ	0.01%	0.63%	-
XLF	0.01%	1.46%	-
XLB	0.01%	2.02%	-
KGC	0.01%	0.77%	$0.12
MCD	0%	2.19%	$6.53
DIA.US	0%	1.65%	-
XLY	0%	0.9%	-
AM.PA	0%	1.5%	$3.37
MSFT	0%	0.74%	$3
XLC	0%	1.08%	-
WMT	0%	0.97%	$0.81
META	0%	0.34%	$1
AAPL	0%	0.51%	$0.97
AGI	0%	0.36%	$0.1

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Pay Day	May 15, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
BNP.PA	Ex-Dividend	May 19, 2025	$4.95
BNP.PA	Pay Day	May 21, 2025	$4.95
JNJ	Ex-Dividend	May 27, 2025	$1.30
KGC	Ex-Dividend	May 29, 2025	$0.03
PEP	Ex-Dividend	Jun 6, 2025	$1.42
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
KGC	Pay Day	Jun 12, 2025	$0.03
KO	Ex-Dividend	Jun 13, 2025	$0.51
PEP	Pay Day	Jun 30, 2025	$1.42
KO	Pay Day	Jul 1, 2025	$0.51
WMT	Ex-Dividend	Aug 15, 2025	$0.24
WMT	Pay Day	Sep 2, 2025	$0.24

Performance Metrics

Score 3.8/10

Beta

1.18

1.18

0

0.8

1.2

0

2

Sharpe Ratio

0.29

0.29

0

0.5

1

1.5

1.5

Sortino Ratio

0.47

0.47

0

1

2

3

3

Jensen's Alpha

-0.76

-0.76

-2

0

2

4.5

4.5

Omega Ratio

1.02

1.02

0

1

1.5

2.5

2.5

Treynor Ratio

0.55

0.55

0

0.75

1.25

2

2

Information Ratio

0.03

0.03

0

0.3

0.6

1

1

Calmar Ratio

0.26

0.26

0

0.3

0.6

1

1

Beta

1.18

1.18

0

0.8

1.2

0

2

Sharpe Ratio

0.29

0.29

0

0.5

1

1.5

1.5

Sortino Ratio

0.47

0.47

0

1

2

3

3

Jensen's Alpha

-0.76

-0.76

-2

0

2

4.5

4.5

Omega Ratio

1.02

1.02

0

1

1.5

2.5

2.5

Treynor Ratio

0.55

0.55

0

0.75

1.25

2

2

Information Ratio

0.03

0.03

0

0.3

0.6

1

1

Calmar Ratio

0.26

0.26

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

15.36

High:

TSLA

164.02

Low:

SNOW

-45.06

Details

PEG Ratio

404.94

High:

KO

10,074.92

Low:

IAG

1.2

Details

Price/Book

1.98

High:

AAPL

44.4

Low:

MCD

-59.08

Details

Price/Sales

3.27

High:

SNOW

15.92

Low:

BNP.PA

0.57

Details

Price/CF

33.46

High:

KO

282.33

Low:

BNP.PA

4.79

Details

Price/FCF

84.2

High:

PEP

5,253.35

Low:

BNP.PA

5.65

Details

P/E Ratio

15.36

High:

TSLA

164.02

Low:

SNOW

-45.06

Details

PEG Ratio

404.94

High:

KO

10,074.92

Low:

IAG

1.2

Details

Price/Book

1.98

High:

AAPL

44.4

Low:

MCD

-59.08

Details

Price/Sales

3.27

High:

SNOW

15.92

Low:

BNP.PA

0.57

Details

Price/CF

33.46

High:

KO

282.33

Low:

BNP.PA

4.79

Details

Price/FCF

84.2

High:

PEP

5,253.35

Low:

BNP.PA

5.65

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-30.02%	Jun 2021	Dec 2023	30
-20.36%	Apr 2024	Nov 2024	7
-14.88%	Dec 2024	-	6
-3.33%	Jan 2024	Feb 2024	1

Monthly Performance