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

-0.45%

Today

+0.41%

This Month

+2.35%

Year To Date

+33.54%

2 Years

+34.05%

5 Years

+6.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
58.31%
💇‍♀️ Consumer Services
11.14%
💰 Finance
9.35%
🖥️ Technology Services
5.75%
💵 Cash
3.15%
⛏️ Energy Minerals
2.66%
🍞 Consumer Non Durables
1.91%
🛍️ Retail Trade
1.83%
🚗 Consumer Durables
1.68%
🪙 Cryptocurrencies
1.66%
🪨 Non Energy Minerals
1.31%
💻 Electronic Technology
1.19%
🚚 Transportation
0.19%
🏥 Health Services
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
81.47%
🇺🇸 Nasdaq
12.14%
🌍 Digital Currency
1.66%
🇬🇧 LSE
1.38%
🇫🇷 Euronext Paris
0.5%

Countries Breakdown

Country
Total

🇺🇸 United States
28.08%
🇧🇷 Brazil
4.61%
🇬🇧 United Kingdom
1.38%
🇨🇦 Canada
1.19%
🇮🇱 Israel
0.69%
🇫🇷 France
0.5%
🇨🇳 China
0.3%

Dividends

Dividend Yield

2.05%

31 out of 36 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ZIM (45.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.33%	12.33%	$2.21
VOO	0.28%	1.37%	-
VOOV	0.19%	2.22%	-
O	0.14%	5.69%	$3.09
VOOG	0.12%	0.6%	-
VALE	0.1%	7.83%	$1.33
WPC	0.09%	5.67%	$3.67
DIS	0.09%	0.88%	$0.75
ZIM	0.09%	45.12%	$0.23
SCHD	0.07%	4.03%	-
SUNS	0.07%	8.78%	-
GS	0.06%	1.98%	$11
WBA	0.06%	8.91%	$1.46
VT.US	0.04%	1.93%	-
SBUX	0.04%	2.74%	$2.24
SPY	0.03%	1.29%	-
BNP.PA	0.03%	6.2%	$4.6
GRG.L	0.03%	3.48%	$0.6
KHC	0.03%	6.05%	$1.6
PSN.L	0.03%	4.72%	$0.6
ABEV	0.02%	3.92%	$0.13
DIA.US	0.02%	1.65%	-
DJP	0.02%	3.69%	-
TGT	0.02%	4.79%	$4.42
EWG	0.01%	1.91%	-
GOOG	0.01%	0.47%	$0.2
UNIT	0.01%	3.45%	$0.6
META	0.01%	0.3%	$1
CI	0%	1.88%	$5.26
CQQQ	0%	0.26%	-
BABA	0%	0.86%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
BABA	Ex-Dividend	Jun 12, 2025	$0.95
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
EWG	Pay Day	Jun 17, 2025	$0.00
CI	Pay Day	Jun 18, 2025	$1.51
PSN.L	Ex-Dividend	Jun 19, 2025	$0.52
DIS	Ex-Dividend	Jun 24, 2025	$0.50
META	Pay Day	Jun 26, 2025	$0.52
GS	Pay Day	Jun 27, 2025	$3.00
KHC	Pay Day	Jun 27, 2025	$0.40
BABA	Pay Day	Jul 10, 2025	$0.95
PSN.L	Pay Day	Jul 11, 2025	$0.52
DIS	Pay Day	Jul 23, 2025	$0.50
CQQQ	Pay Day	Dec 27, 2025	$0.11

Performance Metrics

Score 3.2/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-3.36

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-3.36

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.07

High:

TSLA

182.61

Low:

CSIQ

-72.2

Details

PEG Ratio

243.8

High:

1,956.66

Low:

ZIM

0.44

Details

Price/Book

4.46

High:

TSLA

14.32

Low:

SBUX

-13.13

Details

Price/Sales

4.35

High:

TSLA

12.21

Low:

WBA

0.06

Details

Price/CF

12.38

High:

TSLA

54.2

Low:

ZIM

0.46

Details

Price/FCF

23.08

High:

SBUX

1,256.06

Low:

ZIM

0.6

Details

P/E Ratio

23.07

High:

TSLA

182.61

Low:

CSIQ

-72.2

Details

Worst Drawdowns

Depth	Start	End	Total months
-25.57%	Nov 2021	Dec 2023	25
-8.49%	Feb 2025	-	5
-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
58.31%
💇‍♀️ Consumer Services
11.14%
💰 Finance
9.35%
🖥️ Technology Services
5.75%
💵 Cash
3.15%
⛏️ Energy Minerals
2.66%
🍞 Consumer Non Durables
1.91%
🛍️ Retail Trade
1.83%
🚗 Consumer Durables
1.68%
🪙 Cryptocurrencies
1.66%
🪨 Non Energy Minerals
1.31%
💻 Electronic Technology
1.19%
🚚 Transportation
0.19%
🏥 Health Services
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
81.47%
🇺🇸 Nasdaq
12.14%
🌍 Digital Currency
1.66%
🇬🇧 LSE
1.38%
🇫🇷 Euronext Paris
0.5%

Countries Breakdown

Country
Total

🇺🇸 United States
28.08%
🇧🇷 Brazil
4.61%
🇬🇧 United Kingdom
1.38%
🇨🇦 Canada
1.19%
🇮🇱 Israel
0.69%
🇫🇷 France
0.5%
🇨🇳 China
0.3%

Dividends

Dividend Yield

2.05%

31 out of 36 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ZIM (45.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.33%	12.33%	$2.21
VOO	0.28%	1.37%	-
VOOV	0.19%	2.22%	-
O	0.14%	5.69%	$3.09
VOOG	0.12%	0.6%	-
VALE	0.1%	7.83%	$1.33
WPC	0.09%	5.67%	$3.67
DIS	0.09%	0.88%	$0.75
ZIM	0.09%	45.12%	$0.23
SCHD	0.07%	4.03%	-
SUNS	0.07%	8.78%	-
GS	0.06%	1.98%	$11
WBA	0.06%	8.91%	$1.46
VT.US	0.04%	1.93%	-
SBUX	0.04%	2.74%	$2.24
SPY	0.03%	1.29%	-
BNP.PA	0.03%	6.2%	$4.6
GRG.L	0.03%	3.48%	$0.6
KHC	0.03%	6.05%	$1.6
PSN.L	0.03%	4.72%	$0.6
ABEV	0.02%	3.92%	$0.13
DIA.US	0.02%	1.65%	-
DJP	0.02%	3.69%	-
TGT	0.02%	4.79%	$4.42
EWG	0.01%	1.91%	-
GOOG	0.01%	0.47%	$0.2
UNIT	0.01%	3.45%	$0.6
META	0.01%	0.3%	$1
CI	0%	1.88%	$5.26
CQQQ	0%	0.26%	-
BABA	0%	0.86%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
BABA	Ex-Dividend	Jun 12, 2025	$0.95
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
EWG	Pay Day	Jun 17, 2025	$0.00
CI	Pay Day	Jun 18, 2025	$1.51
PSN.L	Ex-Dividend	Jun 19, 2025	$0.52
DIS	Ex-Dividend	Jun 24, 2025	$0.50
META	Pay Day	Jun 26, 2025	$0.52
GS	Pay Day	Jun 27, 2025	$3.00
KHC	Pay Day	Jun 27, 2025	$0.40
BABA	Pay Day	Jul 10, 2025	$0.95
PSN.L	Pay Day	Jul 11, 2025	$0.52
DIS	Pay Day	Jul 23, 2025	$0.50
CQQQ	Pay Day	Dec 27, 2025	$0.11

Performance Metrics

Score 3.2/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-3.36

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-3.36

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.07

High:

TSLA

182.61

Low:

CSIQ

-72.2

Details

243.8

High:

1,956.66

Low:

ZIM

0.44

Details

Price/Book

4.46

High:

TSLA

14.32

Low:

SBUX

-13.13

Details

Price/Sales

4.35

High:

TSLA

12.21

Low:

WBA

0.06

Details

Price/CF

12.38

High:

TSLA

54.2

Low:

ZIM

0.46

Details

Price/FCF

23.08

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

-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