Portfolio of CompoundInvest on eToro

CompoundInvest

🇬🇧 Diversified ETF Investor.

6 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

+9.15%

Year To Date

+40.83%

2 Years

+42.96%

5 Years

+42.96%

10 Years

+7.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
57.86%
💇‍♀️ Consumer Services
9.99%
💰 Finance
9.96%
💵 Cash
6.51%
🖥️ Technology Services
5.93%
⛏️ Energy Minerals
2.81%
🚗 Consumer Durables
1.96%
🛍️ Retail Trade
1.89%
🍞 Consumer Non Durables
1.6%
🪨 Non Energy Minerals
1.27%
💻 Electronic Technology
0.86%
🚚 Transportation
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
80.33%
🇺🇸 Nasdaq
12.37%
🇬🇧 LSE
1.1%
🇫🇷 Euronext Paris
0.48%

Countries Breakdown

Country
Total

🇺🇸 United States
27.94%
🇧🇷 Brazil
4.61%
🇬🇧 United Kingdom
1.1%
🇨🇦 Canada
0.86%
🇮🇱 Israel
0.57%
🇫🇷 France
0.48%
🇨🇳 China
0.28%
🇯🇵 Japan
0.18%

Dividends

Dividend Yield

1.96%

32 out of 36 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $ZIM (49.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.31%	11.12%	$2.21
VOO	0.24%	1.22%	-
VOOV	0.17%	2.02%	-
O	0.14%	5.63%	$3.09
SUNS	0.13%	12.46%	-
VOOG	0.1%	0.53%	-
VALE	0.1%	7.69%	$1.33
WPC	0.09%	5.46%	$3.67
SCHD	0.09%	3.87%	-
ZIM	0.08%	49.61%	$0.23
DIS	0.07%	0.86%	$0.75
GS	0.07%	1.83%	$11
VT.US	0.04%	1.77%	-
SBUX	0.04%	2.81%	$2.24
BNP.PA	0.03%	6.29%	$4.6
SPY	0.03%	1.16%	-
WBA	0.03%	4.3%	$1.46
GRG.L	0.03%	4.37%	$0.6
KHC	0.03%	5.84%	$1.6
PSN.L	0.02%	5.23%	$0.6
ABEV	0.02%	4.34%	$0.13
DIA.US	0.02%	1.53%	-
TGT	0.02%	4.51%	$4.42
DJP	0.01%	3.69%	-
GOOG	0.01%	0.43%	$0.2
UNIT	0.01%	3.06%	$0.6
EWG	0.01%	1.6%	-
META	0.01%	0.27%	$1
TM	0.01%	3.21%	$4.64
CQQQ	0%	0.25%	-
CI	0%	2.26%	$5.26
BABA	0%	0.88%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
ABEV	Ex-Dividend	Aug 8, 2025	$0.02
TGT	Ex-Dividend	Aug 13, 2025	$1.14
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
O	Pay Day	Aug 15, 2025	$0.27
SBUX	Pay Day	Aug 29, 2025	$0.61
GS	Ex-Dividend	Aug 29, 2025	$4.00
KHC	Ex-Dividend	Aug 29, 2025	$0.40
TGT	Pay Day	Sep 1, 2025	$1.14
CI	Ex-Dividend	Sep 4, 2025	$1.51
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
GRG.L	Ex-Dividend	Sep 11, 2025	$0.25
GOOG	Pay Day	Sep 15, 2025	$0.21
CI	Pay Day	Sep 18, 2025	$1.51
BNP.PA	Ex-Dividend	Sep 26, 2025	$3.05
KHC	Pay Day	Sep 26, 2025	$0.40
GS	Pay Day	Sep 29, 2025	$4.00
BNP.PA	Pay Day	Sep 30, 2025	$3.05
ABEV	Pay Day	Oct 6, 2025	$0.02
GRG.L	Pay Day	Oct 10, 2025	$0.25
CQQQ	Pay Day	Dec 27, 2025	$0.11

Performance Metrics

Score 3.4/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-3.11

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-3.11

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.96

High:

TSLA

175.25

Low:

CSIQ

-74.04

Details

PEG Ratio

250.94

High:

1,979.41

Low:

ZIM

0.41

Details

Price/Book

4.82

High:

TSLA

12.62

Low:

SBUX

-12.84

Details

Price/Sales

4.7

High:

TSLA

11.49

Low:

WBA

0.07

Details

Price/CF

13.24

High:

TSLA

70.91

Low:

ZIM

0.46

Details

Price/FCF

25.53

High:

SBUX

1,256.06

Low:

ZIM

0.6

Details

P/E Ratio

23.96

High:

TSLA

175.25

Low:

CSIQ

-74.04

Details

Worst Drawdowns

Depth	Start	End	Total months
-25.57%	Nov 2021	Dec 2023	25
-8.49%	Feb 2025	Jun 2025	4
-5.85%	Aug 2021	Oct 2021	2
-3.71%	Apr 2024	Jun 2024	2
-2.35%	Dec 2024	Jan 2025	1
-1.92%	Feb 2021	Jun 2021	4
-1.36%	Oct 2024	Nov 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
57.86%
💇‍♀️ Consumer Services
9.99%
💰 Finance
9.96%
💵 Cash
6.51%
🖥️ Technology Services
5.93%
⛏️ Energy Minerals
2.81%
🚗 Consumer Durables
1.96%
🛍️ Retail Trade
1.89%
🍞 Consumer Non Durables
1.6%
🪨 Non Energy Minerals
1.27%
💻 Electronic Technology
0.86%
🚚 Transportation
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
80.33%
🇺🇸 Nasdaq
12.37%
🇬🇧 LSE
1.1%
🇫🇷 Euronext Paris
0.48%

Countries Breakdown

Country
Total

🇺🇸 United States
27.94%
🇧🇷 Brazil
4.61%
🇬🇧 United Kingdom
1.1%
🇨🇦 Canada
0.86%
🇮🇱 Israel
0.57%
🇫🇷 France
0.48%
🇨🇳 China
0.28%
🇯🇵 Japan
0.18%

Dividends

Dividend Yield

1.96%

32 out of 36 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $ZIM (49.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.31%	11.12%	$2.21
VOO	0.24%	1.22%	-
VOOV	0.17%	2.02%	-
O	0.14%	5.63%	$3.09
SUNS	0.13%	12.46%	-
VOOG	0.1%	0.53%	-
VALE	0.1%	7.69%	$1.33
WPC	0.09%	5.46%	$3.67
SCHD	0.09%	3.87%	-
ZIM	0.08%	49.61%	$0.23
DIS	0.07%	0.86%	$0.75
GS	0.07%	1.83%	$11
VT.US	0.04%	1.77%	-
SBUX	0.04%	2.81%	$2.24
BNP.PA	0.03%	6.29%	$4.6
SPY	0.03%	1.16%	-
WBA	0.03%	4.3%	$1.46
GRG.L	0.03%	4.37%	$0.6
KHC	0.03%	5.84%	$1.6
PSN.L	0.02%	5.23%	$0.6
ABEV	0.02%	4.34%	$0.13
DIA.US	0.02%	1.53%	-
TGT	0.02%	4.51%	$4.42
DJP	0.01%	3.69%	-
GOOG	0.01%	0.43%	$0.2
UNIT	0.01%	3.06%	$0.6
EWG	0.01%	1.6%	-
META	0.01%	0.27%	$1
TM	0.01%	3.21%	$4.64
CQQQ	0%	0.25%	-
CI	0%	2.26%	$5.26
BABA	0%	0.88%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
ABEV	Ex-Dividend	Aug 8, 2025	$0.02
TGT	Ex-Dividend	Aug 13, 2025	$1.14
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
O	Pay Day	Aug 15, 2025	$0.27
SBUX	Pay Day	Aug 29, 2025	$0.61
GS	Ex-Dividend	Aug 29, 2025	$4.00
KHC	Ex-Dividend	Aug 29, 2025	$0.40
TGT	Pay Day	Sep 1, 2025	$1.14
CI	Ex-Dividend	Sep 4, 2025	$1.51
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
GRG.L	Ex-Dividend	Sep 11, 2025	$0.25
GOOG	Pay Day	Sep 15, 2025	$0.21
CI	Pay Day	Sep 18, 2025	$1.51
BNP.PA	Ex-Dividend	Sep 26, 2025	$3.05
KHC	Pay Day	Sep 26, 2025	$0.40
GS	Pay Day	Sep 29, 2025	$4.00
BNP.PA	Pay Day	Sep 30, 2025	$3.05
ABEV	Pay Day	Oct 6, 2025	$0.02
GRG.L	Pay Day	Oct 10, 2025	$0.25
CQQQ	Pay Day	Dec 27, 2025	$0.11

Performance Metrics

Score 3.4/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-3.11

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-3.11

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.96

High:

TSLA

175.25

Low:

CSIQ

-74.04

Details

250.94

High:

1,979.41

Low:

ZIM

0.41

Details

Price/Book

4.82

High:

TSLA

12.62

Low:

SBUX

-12.84

Details

Price/Sales

4.7

High:

TSLA

11.49

Low:

WBA

0.07

Details

Price/CF

13.24

High:

TSLA

70.91

Low:

ZIM

0.46

Details

Price/FCF

25.53

High:

SBUX

1,256.06

Low:

ZIM

0.6

Details

Depth

Start

End

Total months

-25.57%

Nov 2021

Dec 2023

-8.49%

Feb 2025

Jun 2025

-5.85%

Aug 2021

Oct 2021

-3.71%

Apr 2024

Jun 2024

-2.35%

Dec 2024

Jan 2025

-1.92%

Feb 2021

Jun 2021

-1.36%

Oct 2024

Nov 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics