Portfolio of CaioDaud on eToro

CaioDaud

🇮🇹 Stock Multi-Strategy Investor.

3 copiers.

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

Summary

-0.65%

This Month

+6.38%

Year To Date

+23.13%

2 Years

+15.69%

5 Years

+15.69%

10 Years

+4.98%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.41%
🍞 Consumer Non Durables
14.85%
🧬 Health Technology
12.44%
🖥️ Technology Services
12.15%
⚡ Utilities
9.33%
🛠️ Producer Manufacturing
7.98%
🏥 Health Services
6.97%
📊 ETFs
3.87%
🧪 Process Industries
3.2%
🛍️ Retail Trade
3.09%
⛏️ Energy Minerals
2.99%
🚚 Transportation
2.58%
💼 Commercial Services
1.8%
💵 Cash
1.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.87%
🇺🇸 Nasdaq
13.79%

Countries Breakdown

Country
Total

🇺🇸 United States
86.64%
🇮🇪 Ireland
5.58%
🇨🇦 Canada
2.58%

Dividends

Dividend Yield

2.59%

26 out of 26 instruments pay dividend.

12 dividend payments in the next 30 days.

Highest Dividend: $RHI (6.21%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NEE	0.19%	3.14%	$1.97
UNH	0.19%	2.74%	$7.74
REXR	0.16%	3.99%	$1.6
O	0.16%	5.41%	$3.09
PEP	0.14%	3.81%	$5.15
CVX	0.13%	4.4%	$6.28
ACN	0.13%	2.33%	$4.99
JNJ	0.13%	2.86%	$4.81
HSY	0.12%	2.96%	$5.12
AMT	0.11%	3.36%	$6.56
RHI	0.11%	6.21%	$2.02
AMGN	0.11%	3.32%	$8.76
NKE	0.08%	2.17%	$1.45
PG	0.08%	2.59%	$3.83
AWR	0.08%	2.56%	$1.72
APD	0.08%	2.47%	$7.04
DOX	0.08%	2.35%	$1.83
CNI	0.07%	2.67%	$2.42
AFL	0.06%	2.1%	$1.84
ZTS	0.06%	1.27%	$1.67
CAT	0.06%	1.36%	$5.31
KR	0.06%	1.94%	$1.16
DLB	0.06%	1.83%	$1.17
NDSN	0.05%	1.41%	$2.72
VOO	0.05%	1.22%	-
V	0.03%	0.69%	$2.01

Next Dividends

Stock	Type	Date	Pay Per Share
CNI	Ex-Dividend	Sep 8, 2025	$0.65
JNJ	Pay Day	Sep 9, 2025	$1.30
CVX	Pay Day	Sep 10, 2025	$1.71
NDSN	Ex-Dividend	Sep 11, 2025	$0.82
AMGN	Pay Day	Sep 12, 2025	$2.38
UNH	Ex-Dividend	Sep 15, 2025	$2.21
NEE	Pay Day	Sep 15, 2025	$0.57
RHI	Pay Day	Sep 15, 2025	$0.59
HSY	Pay Day	Sep 15, 2025	$1.37
O	Pay Day	Sep 15, 2025	$0.27
UNH	Pay Day	Sep 23, 2025	$2.21
NDSN	Pay Day	Sep 25, 2025	$0.82
CNI	Pay Day	Sep 29, 2025	$0.65
PEP	Pay Day	Sep 30, 2025	$1.42
DOX	Ex-Dividend	Sep 30, 2025	$0.53
REXR	Ex-Dividend	Sep 30, 2025	$0.43
NKE	Pay Day	Oct 1, 2025	$0.40
APD	Ex-Dividend	Oct 1, 2025	$1.79
REXR	Pay Day	Oct 15, 2025	$0.43
DOX	Pay Day	Oct 31, 2025	$0.53
APD	Pay Day	Nov 10, 2025	$1.79

Performance Metrics

Score 2.8/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.08

0.5

1.5

Sortino Ratio

0.11

Jensen's Alpha

-5.33

-6

4.5

Omega Ratio

0.49

1.5

2.5

Treynor Ratio

0.14

0.75

1.25

Information Ratio

-1.02

-2

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.08

0.5

1.5

Sortino Ratio

0.11

Jensen's Alpha

-5.33

-6

4.5

Omega Ratio

0.49

1.5

2.5

Treynor Ratio

0.14

0.75

1.25

Information Ratio

-1.02

-2

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.4

High:

AMT

70.82

Low:

UNH

13.44

Details

PEG Ratio

156.76

High:

466.26

Low:

AMGN

20.71

Details

Price/Book

4.96

High:

AMT

24.6

Low:

REXR

1.15

Details

Price/Sales

2.24

High:

17.68

Low:

0.31

Details

Price/CF

15.09

High:

29.62

Low:

CVX

7.68

Details

Price/FCF

41.49

High:

PEP

5,253.35

Low:

UNH

16.23

Details