Effective portfolio of DavidHolder2468 on eToro

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DavidHolder2468

🇮🇹 Stock and ETF Multi-Strategy Investor.

3 copiatori.

Copy Trading nu constituie sfat de investiții. Valoarea investițiilor tale poate crește sau scădea. Capitalul tău este la risc.

Prezentare generală

Portofoliu efectiv

Rezumat

-0.23%

Luna aceasta

+8.07%

De la începutul anului

+49.15%

2 ani

+73.64%

5 ani

+113.94%

10 ani

+13.93%

Anualizat

Diversificare

Defalcare sectoare

Sector
Total

💻 Electronic Technology
31.12%
🖥️ Technology Services
20.16%
📊 ETFs
10.95%
💰 Finance
6.97%
🛍️ Retail Trade
4.02%
💇‍♀️ Consumer Services
3.93%
🛠️ Producer Manufacturing
3.54%
💵 Cash
3.38%
🧬 Health Technology
3.02%
🪙 Cryptocurrencies
2.8%
🧩 Miscellaneous
2.13%
💼 Commercial Services
1.75%
🚗 Consumer Durables
1.4%
📡 Communications
1.03%
🏥 Health Services
1.02%
🚚 Transportation
0.74%
🪨 Non Energy Minerals
0.72%
🧪 Process Industries
0.7%
⚡ Utilities
0.61%
🏭 Industrial Services
0.51%
🍞 Consumer Non Durables
0.45%
❓ Other
0%

Defalcare burse

Bursă
Total

🇺🇸 Nasdaq
54.17%
🇺🇸 NYSE
30.53%
🇩🇪 FRA
4.8%
🌍 Digital Currency
2.8%
🇭🇰 Hong Kong Exchanges
2.16%
🇬🇧 LSE
1.14%
🇫🇷 Euronext Paris
1.03%
🇺🇸 Chicago Board Options Exchange
0.4%
🇮🇹 Borsa Italiana
0.38%
🇺🇸 OTC Markets Stock Exchange
0.17%
🇸🇪 Stockholm Stock Exchange
0.01%

Defalcare țări

Țară
Total

🇺🇸 United States
63.36%
🇩🇪 Germany
5.03%
🇨🇳 China
2.64%
🇮🇱 Israel
2.33%
🇳🇱 Netherlands
2.05%
🇸🇪 Sweden
1.78%
🇨🇦 Canada
1.38%
🇹🇼 Taiwan
0.65%
🇫🇷 France
0.62%
🇦🇷 Argentina
0.52%
🇬🇧 United Kingdom
0.52%
🇮🇹 Italy
0.38%
🇯🇵 Japan
0.19%
🇮🇪 Ireland
0.16%
🇭🇰 Hong Kong
0.05%
🇸🇬 Singapore
0.04%
🇵🇷 Puerto Rico
0.01%

Dividende

Randament dividend

0.6%

103 din 231 instrumente plătesc dividend.

6 plăți de dividende în următoarele 30 de zile.

Cel mai mare dividend: $QFIN (11.47%)

Defalcare randament dividende

Instrument	Randament portofoliu	Randament companie	Per acțiune
VZ	0.03%	6.34%	$2.66
RHM.DE	0.02%	1.13%	$5.7
PFE	0.02%	6.88%	$1.66
UNH	0.02%	2.05%	$7.74
VOW3.DE	0.02%	7.18%	$9.06
MCD	0.02%	2.78%	$6.53
GS	0.02%	1.58%	$11
QCOM	0.02%	2.12%	$3.25
NEE	0.02%	2.71%	$1.97
HPQ	0.02%	4.82%	$1.1
JPM	0.02%	1.74%	$4.4
ALV.DE	0.02%	3.99%	$13.8
FMC	0.01%	7.21%	$2.32
CMCSA	0.01%	5.46%	$1.2
MC.PA	0.01%	2.72%	$13
DIS	0.01%	1.56%	$0.75
ABT.US	0.01%	2.49%	$2.16
MSFT	0.01%	0.91%	$3
MRK	0.01%	2.66%	$3.04
B	0.01%	2.49%	$0.4
ABBV	0.01%	2.66%	$6.06
DELL	0.01%	0.56%	$1.63
LMT	0.01%	2.68%	$12.45
PLUS.L	0.01%	4.19%	$1.33
BKNG	0.01%	0.9%	$17.5
BA.L	0.01%	1.88%	$0.3
BLK	0.01%	2.12%	$20.2
V	0.01%	0.73%	$2.01
AAPL	0.01%	0.32%	$0.97
AVGO	0.01%	0.67%	$19.7
MTCH	0.01%	2.03%	-
NVDA	0.01%	0.14%	$0.02
SPY	0.01%	0.99%	-
WMT	0.01%	0.9%	$0.81
WM	0.01%	1.54%	$2.9
HD	0.01%	2.81%	$8.52
SBUX	0.01%	2.39%	$2.24
ASML	0.01%	0.42%	$5.57
NOC	0.01%	1.83%	$7.67
META	0.01%	0.33%	$1
AIR.PA	0.01%	1.55%	$1.8
GOOG	0.01%	0.24%	$0.2
RTX	0.01%	1.47%	$2.44
ENR.DE	0.01%	0.48%	-
NTDOY	0.01%	3.01%	$0.24
PYPL	0%	0.76%	-
CRM	0%	1%	$0.4
TSM	0%	0.72%	$1.74
0700.HK	0%	1.2%	$3.4
LDO.MI	0%	1.23%	$0.28
ALB	0%	1.37%	$1.6
01211.HK	0%	0.47%	$3.41
TKA.DE	0%	1.23%	$0.15
QQQ	0%	0.4%	-
EL.PA	0%	2.41%	$3.95
IFX.DE	0%	0.52%	$0.35
LLY	0%	0.57%	$4.86
MA	0%	0.63%	$2.46
A.US	0%	0.78%	$0.93
LDOS	0%	1.63%	$1.5
BABA	0%	0.89%	$0.98
EA	0%	0.36%	$0.76
TEO	0%	0.33%	-
00285.HK	0%	0.76%	$0.59
TXN	0%	1.97%	$5.14
QFIN	0%	11.47%	$1.06
JOYY	0%	6.65%	$0.71
MU	0%	0.06%	$0.46
NTES	0%	2.32%	$2.58
0992.HK	0%	1.75%	$0.38
ORCL	0%	1.59%	$1.6
JD.US	0%	3.25%	$0.74
XRX	0%	3.65%	$1
AMAT	0%	0.37%	$1.44
669.HK	0%	1.98%	$1.93
02382.HK	0%	2.07%	$0.22
LIN	0%	1.23%	$5.33
00763.HK	0%	1.85%	$0.74
LRCX	0%	0.34%	$8
1024.HK	0%	1.62%	-
GD	0%	1.71%	$5.48
LHX	0%	1.78%	$4.6
YMM	0%	1.69%	$0.13
GOOGL	0%	0.24%	$0.2
HON	0%	2.11%	$4.27
3888.HK	0%	0.53%	$0.14
ETN	0%	1.08%	$3.6
CAT	0%	0.71%	$5.31
SAF.PA	0%	1.03%	$2.2
MRVL	0%	0.12%	$0.24
BZ	0%	0.94%	-
02018.HK	0%	0.89%	$0.1
SONY	0%	0.53%	$0.49
HXL	0%	0.64%	$0.55
PH	0%	0.78%	$6.07
RR.L	0%	0.68%	-
BWXT	0%	0.6%	$0.94
GE	0%	0.49%	$0.44
SAABB.ST	0%	0.38%	$1.6
HWM	0%	0.17%	$0.19
VRT	0%	0.07%	$0.06
TXT	0%	0.09%	$0.08
VSNT	0%	-2.07%	-

Următoarele dividende

Acțiune	Tip	Dată	Plată per acțiune
1024.HK	Zi de plată	Jul 28, 2026	$0.09
JPM	Zi de plată	Jul 31, 2026	$1.50
XRX	Zi de plată	Jul 31, 2026	$0.03
00285.HK	Zi de plată	Jul 31, 2026	$0.02
01211.HK	Zi de plată	Jul 31, 2026	$0.05
0992.HK	Ex-Dividend	Aug 5, 2026	$0.04
0992.HK	Zi de plată	Aug 19, 2026	$0.04
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Zi de plată	Sep 8, 2026	$0.25

Metrici performanță

Score 3.9/10

Beta

1.11

1.11

0

0.8

1.2

0

2

Sharpe Ratio

0.45

0.45

0

0.5

1

1.5

1.5

Sortino Ratio

0.76

0.76

0

1

2

3

3

Jensen's Alpha

-2.31

-2.31

-3

0

2

4.5

4.5

Omega Ratio

0.96

0.96

0

1

1.5

2.5

2.5

Treynor Ratio

0.96

0.96

0

0.75

1.25

2

2

Information Ratio

-0.04

-0.04

-1

0.3

0.6

1

1

Calmar Ratio

0.27

0.27

0

0.3

0.6

1

1

Beta

1.11

1.11

0

0.8

1.2

0

2

Sharpe Ratio

0.45

0.45

0

0.5

1

1.5

1.5

Sortino Ratio

0.76

0.76

0

1

2

3

3

Jensen's Alpha

-2.31

-2.31

-3

0

2

4.5

4.5

Omega Ratio

0.96

0.96

0

1

1.5

2.5

2.5

Treynor Ratio

0.96

0.96

0

0.75

1.25

2

2

Information Ratio

-0.04

-0.04

-1

0.3

0.6

1

1

Calmar Ratio

0.27

0.27

0

0.3

0.6

1

1

Evaluare portofoliu

Bazat pe pozițiile curente

Raport P/E

33.55

High:

TKA.DE

795.17

Low:

BIDU

-5,065.95

Details

Raport PEG

138.71

High:

ABNB

1,508.67

Low:

CRWD

-5,401.66

Details

Preț/Valoare contabilă

11.96

High:

RBLX

91.71

Low:

DELL

-201.07

Details

Preț/Vânzări

8.9

High:

JOBY

93.78

Low:

FTCHQ

-

Details

Preț/CF

23.58

High:

KTOS

668.08

Low:

XRX

0.98

Details

Preț/FCF

40.55

High:

TKMS.DE

74,521.77

Low:

GS

2.44

Details

Raport P/E

33.55

High:

TKA.DE

795.17

Low:

BIDU

-5,065.95

Details

Raport PEG

138.71

High:

ABNB

1,508.67

Low:

CRWD

-5,401.66

Details

Preț/Valoare contabilă

11.96

High:

RBLX

91.71

Low:

DELL

-201.07

Details

Preț/Vânzări

8.9

High:

JOBY

93.78

Low:

FTCHQ

-

Details

Preț/CF

23.58

High:

KTOS

668.08

Low:

XRX

0.98

Details

Preț/FCF

40.55

High:

TKMS.DE

74,521.77

Low:

GS

2.44

Details

Drawdowns

Cele mai mari drawdowns

Adâncime	Început	Sfârșit	Total luni
-46.07%	Feb 2021	Nov 2024	45
-11.96%	Nov 2025	May 2026	6
-8.93%	Apr 2020	May 2020	1
-8.14%	Jun 2020	Aug 2020	2
-8.04%	Feb 2025	May 2025	3
-4.09%	Jun 2026	-	2
-2.09%	Dec 2024	Jan 2025	1

Performanță lunară