Effective portfolio of Csordy on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.29%	5.51%	$3.09
MO	0.22%	6.86%	$3.92
EVO.ST	0.17%	3.61%	$31.03
CVX	0.16%	4.45%	$6.28
EIX	0.15%	6.27%	$3.04
PFE	0.15%	6.8%	$1.66
LYB	0.14%	8.24%	$5.09
DEO	0.13%	3.89%	$3.99
PEP	0.11%	3.76%	$5.15
NKE	0.1%	2.08%	$1.45
EPD	0.1%	6.83%	$2.03
PM	0.09%	3.27%	$5.2
RNO.PA	0.07%	6.46%	$1.85
INTC	0.07%	2.15%	$0.5
SBUX	0.05%	2.52%	$2.24
PDM	0.03%	6.68%	$0.5
GOOG	0.03%	0.42%	$0.2
ORCL	0.03%	0.76%	$1.6
NVO	0.02%	1.77%	$0.98
ASML	0.02%	0.86%	$5.57
VZ	0.02%	6.31%	$2.66
BMY	0.02%	5.12%	$2.34
LMT	0.02%	3.21%	$12.45
VOO	0.01%	1.29%	-
MPLX	0.01%	7.37%	$3.33
AAPL	0.01%	0.47%	$0.97
ENTG	0.01%	0.43%	$0.4
MSFT	0%	0.66%	$3
TSM	0%	0.97%	$1.74
DUK	0%	3.48%	$4.1
AEP	0%	3.33%	$3.47
NVDA	0%	0.02%	$0.02
QQQ	0%	0.58%	-
VG	0%	0.22%	-
RHM.DE	0%	0.46%	$5.7

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Jul 24, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
ASML	Ex-Dividend	Jul 29, 2025	$1.86
ENTG	Ex-Dividend	Jul 30, 2025	$0.10
EPD	Ex-Dividend	Jul 31, 2025	$0.55
EIX	Pay Day	Jul 31, 2025	$0.83
VZ	Pay Day	Aug 1, 2025	$0.68
BMY	Pay Day	Aug 1, 2025	$0.62
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML	Pay Day	Aug 6, 2025	$1.86
AEP	Ex-Dividend	Aug 8, 2025	$0.93
EPD	Pay Day	Aug 14, 2025	$0.55
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
DUK	Ex-Dividend	Aug 15, 2025	$1.06
O	Pay Day	Aug 15, 2025	$0.27
ENTG	Pay Day	Aug 20, 2025	$0.10
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
SBUX	Pay Day	Aug 29, 2025	$0.61
PFE	Pay Day	Sep 2, 2025	$0.43
LMT	Ex-Dividend	Sep 2, 2025	$3.30
AEP	Pay Day	Sep 10, 2025	$0.93
MSFT	Pay Day	Sep 11, 2025	$0.83
DUK	Pay Day	Sep 16, 2025	$1.06
TSM	Ex-Dividend	Sep 16, 2025	$0.82
LMT	Pay Day	Sep 26, 2025	$3.30
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 2.7/10

Beta

0.4

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-3.28

-4

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

-0.25

-1

0.3

0.6

Beta

0.4

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-3.28

-4

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

-0.25

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.63

High:

PLTR

650.96

Low:

PDM

-15.11

Details

PEG Ratio

313.63

High:

2,024.14

Low:

PDM

-83.62

Details

Price/Book

10.63

High:

PLTR

64.85

Low:

-28.54

Details

Price/Sales

7.36

High:

PLTR

122.17

Low:

RNO.PA

0.17

Details

Price/CF

22.24

High:

PLTR

161.45

Low:

RNO.PA

1.9

Details

Price/FCF

45.81

High:

PEP

5,253.35

Low:

RNO.PA

2.75

Details

P/E Ratio

36.63

High:

PLTR

650.96

Low:

PDM

-15.11

Details

PEG Ratio

313.63

High:

2,024.14

Low:

PDM

-83.62

Details

Worst Drawdowns

Depth	Start	End	Total months
-90.33%	Dec 2017	-	92

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
18.83%
🍞 Consumer Non Durables
17.91%
💻 Electronic Technology
15.7%
🚗 Consumer Durables
8.37%
🪙 Cryptocurrencies
8.27%
💰 Finance
5.76%
📊 ETFs
4.15%
🧬 Health Technology
3.78%
⛏️ Energy Minerals
3.62%
🛍️ Retail Trade
2.77%
⚡ Utilities
2.5%
🛠️ Producer Manufacturing
1.99%
💇‍♀️ Consumer Services
1.87%
🧪 Process Industries
1.76%
🏭 Industrial Services
1.59%
📡 Communications
0.29%
🌾 Commodities
0.17%
💵 Cash
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.43%
🇺🇸 NYSE
38.57%
🌍 Digital Currency
8.27%
🇸🇪 Stockholm Stock Exchange
4.81%
🇩🇪 Xetra ETFs
2.14%
🇫🇷 Euronext Paris
1.14%
🇬🇧 LSE
0.77%
🌍 Commodity
0.17%
🇩🇪 FRA
0%

Countries Breakdown

Country
Total

🇺🇸 United States
67.54%
🇬🇧 United Kingdom
5.12%
🇸🇪 Sweden
4.81%
🇮🇱 Israel
2.97%
🇳🇱 Netherlands
2.56%
🇩🇰 Denmark
1.27%
🇫🇷 France
1.14%
🇨🇦 Canada
1.06%
🇹🇼 Taiwan
0.23%
🇩🇪 Germany
0%

Dividends

Dividend Yield

2.24%

35 out of 46 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $LYB (8.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.29%	5.51%	$3.09
MO	0.22%	6.86%	$3.92
EVO.ST	0.17%	3.61%	$31.03
CVX	0.16%	4.45%	$6.28
EIX	0.15%	6.27%	$3.04
PFE	0.15%	6.8%	$1.66
LYB	0.14%	8.24%	$5.09
DEO	0.13%	3.89%	$3.99
PEP	0.11%	3.76%	$5.15
NKE	0.1%	2.08%	$1.45
EPD	0.1%	6.83%	$2.03
PM	0.09%	3.27%	$5.2
RNO.PA	0.07%	6.46%	$1.85
INTC	0.07%	2.15%	$0.5
SBUX	0.05%	2.52%	$2.24
PDM	0.03%	6.68%	$0.5
GOOG	0.03%	0.42%	$0.2
ORCL	0.03%	0.76%	$1.6
NVO	0.02%	1.77%	$0.98
ASML	0.02%	0.86%	$5.57
VZ	0.02%	6.31%	$2.66
BMY	0.02%	5.12%	$2.34
LMT	0.02%	3.21%	$12.45
VOO	0.01%	1.29%	-
MPLX	0.01%	7.37%	$3.33
AAPL	0.01%	0.47%	$0.97
ENTG	0.01%	0.43%	$0.4
MSFT	0%	0.66%	$3
TSM	0%	0.97%	$1.74
DUK	0%	3.48%	$4.1
AEP	0%	3.33%	$3.47
NVDA	0%	0.02%	$0.02
QQQ	0%	0.58%	-
VG	0%	0.22%	-
RHM.DE	0%	0.46%	$5.7

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Jul 24, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
ASML	Ex-Dividend	Jul 29, 2025	$1.86
ENTG	Ex-Dividend	Jul 30, 2025	$0.10
EPD	Ex-Dividend	Jul 31, 2025	$0.55
EIX	Pay Day	Jul 31, 2025	$0.83
VZ	Pay Day	Aug 1, 2025	$0.68
BMY	Pay Day	Aug 1, 2025	$0.62
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML	Pay Day	Aug 6, 2025	$1.86
AEP	Ex-Dividend	Aug 8, 2025	$0.93
EPD	Pay Day	Aug 14, 2025	$0.55
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
DUK	Ex-Dividend	Aug 15, 2025	$1.06
O	Pay Day	Aug 15, 2025	$0.27
ENTG	Pay Day	Aug 20, 2025	$0.10
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
SBUX	Pay Day	Aug 29, 2025	$0.61
PFE	Pay Day	Sep 2, 2025	$0.43
LMT	Ex-Dividend	Sep 2, 2025	$3.30
AEP	Pay Day	Sep 10, 2025	$0.93
MSFT	Pay Day	Sep 11, 2025	$0.83
DUK	Pay Day	Sep 16, 2025	$1.06
TSM	Ex-Dividend	Sep 16, 2025	$0.82
LMT	Pay Day	Sep 26, 2025	$3.30
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 2.7/10

Beta

0.4

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-3.28

-4

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

-0.25

-1

0.3

0.6

Beta

0.4

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-3.28

-4

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

-0.25

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.63

High:

PLTR

650.96

Low:

PDM

-15.11

Details

PEG Ratio

313.63

High:

2,024.14

Low:

PDM

-83.62

Details

313.63

High:

2,024.14

Low:

PDM

-83.62

Details

45.81

High:

PEP

5,253.35

Low:

RNO.PA

2.75

Details

Depth

Start

End

Total months

-90.33%

Dec 2017

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 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 YearsLast 5 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