Effective portfolio of DavidHolder2468 on eToro

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DavidHolder2468

🇮🇹 Stock and ETF 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.

Effective Portfolio

Summary

-5.46%

This Month

+19.93%

Year To Date

+73.24%

2 Years

+43.87%

5 Years

+96.96%

10 Years

+14.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.42%
🖥️ Technology Services
22.32%
💵 Cash
11.14%
📊 ETFs
9.84%
💰 Finance
7.01%
🛍️ Retail Trade
4.14%
💇‍♀️ Consumer Services
4.11%
🧬 Health Technology
3.92%
🛠️ Producer Manufacturing
3.18%
🪙 Cryptocurrencies
2.37%
💼 Commercial Services
2.21%
🚗 Consumer Durables
1.68%
⚡ Utilities
1.13%
🏥 Health Services
0.92%
📡 Communications
0.84%
🚚 Transportation
0.8%
🪨 Non Energy Minerals
0.8%
🧪 Process Industries
0.79%
🍞 Consumer Non Durables
0.7%
🏭 Industrial Services
0.56%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.25%
🇺🇸 NYSE
30.45%
🇩🇪 FRA
5.85%
🇭🇰 Hong Kong Exchanges
2.9%
🌍 Digital Currency
2.37%
🇫🇷 Euronext Paris
1.16%
🇬🇧 LSE
0.92%
🇺🇸 Chicago Board Options Exchange
0.44%
🇮🇹 Borsa Italiana
0.39%

Countries Breakdown

Country
Total

🇺🇸 United States
59.03%
🇩🇪 Germany
6.17%
🇨🇳 China
3.36%
🇱🇺 Luxembourg
2.25%
🇮🇱 Israel
1.97%
🇨🇦 Canada
1.9%
🇳🇱 Netherlands
1.55%
🇫🇷 France
0.7%
🇦🇷 Argentina
0.54%
🇬🇧 United Kingdom
0.5%
🇹🇼 Taiwan
0.48%
🇮🇹 Italy
0.39%
🇮🇪 Ireland
0.22%

Dividends

Dividend Yield

0.56%

64 out of 166 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $FMC (16.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.03%	6.56%	$9.06
PFE	0.03%	6.7%	$1.66
UNH	0.02%	2.64%	$7.74
MCD	0.02%	2.31%	$6.53
VZ	0.02%	6.68%	$2.66
NEE	0.02%	2.66%	$1.97
RHM.DE	0.02%	0.53%	$5.7
HPQ	0.02%	4.9%	$1.1
QCOM	0.02%	2.14%	$3.25
01211.HK	0.02%	1.49%	$3.41
JPM	0.02%	1.81%	$4.4
ALV.DE	0.02%	4.16%	$13.8
GS	0.02%	1.72%	$11
MC.PA	0.01%	2.08%	$13
ABT	0.01%	1.84%	$2.16
MRK	0.01%	3.14%	$3.04
ABBV	0.01%	2.93%	$6.06
LMT	0.01%	2.94%	$12.45
FMC	0.01%	16.63%	$2.32
BA.L	0.01%	2.07%	$0.3
BLK	0.01%	2.01%	$20.2
DELL	0.01%	1.52%	$1.63
MSFT	0.01%	0.7%	$3
MTCH	0.01%	2.31%	-
DIS	0.01%	0.97%	$0.75
WMT	0.01%	0.86%	$0.81
AAPL	0.01%	0.37%	$0.97
HD	0.01%	2.59%	$8.52
WM	0.01%	1.53%	$2.9
BKNG	0.01%	0.78%	$17.5
SBUX	0.01%	2.84%	$2.24
V	0.01%	0.73%	$2.01
AVGO	0.01%	0.59%	$19.7
NOC	0.01%	1.6%	$7.67
GOOG	0.01%	0.26%	$0.2
RTX	0.01%	1.55%	$2.44
B	0.01%	1.29%	$0.4
ASML	0.01%	0.6%	$5.57
META	0.01%	0.33%	$1
ENR.DE	0.01%	0.61%	-
00285.HK	0.01%	1.87%	$0.59
ALB	0.01%	1.28%	$1.6
AIR.PA	0%	0.98%	$1.8
TSM	0%	0.93%	$1.74
TKA.DE	0%	1.59%	$0.15
LDO.MI	0%	1.13%	$0.28
0700.HK	0%	0.74%	$3.4
CRM	0%	0.72%	$0.4
IFX.DE	0%	0.99%	$0.35
LLY	0%	0.54%	$4.86
MA	0%	0.56%	$2.46
A.US	0%	0.66%	$0.93
LDOS	0%	0.86%	$1.5
BABA	0%	0.66%	$0.98
EA	0%	0.38%	$0.76
TEO	0%	0.38%	-
PYPL	0%	0.23%	-
NVDA	0%	0.02%	$0.02
XRX	0%	7.52%	$1
MU	0%	0.2%	$0.46
LIN	0%	1.47%	$5.33
ACN	0%	2.45%	$4.99
GOOGL	0%	0.26%	$0.2
GE	0%	0.46%	$0.44

Next Dividends

Stock	Type	Date	Pay Per Share
SBUX	Pay Day	Nov 28, 2025	$0.62
PFE	Pay Day	Dec 1, 2025	$0.43
LMT	Ex-Dividend	Dec 1, 2025	$3.45
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
GS	Ex-Dividend	Dec 2, 2025	$4.00
MC.PA	Pay Day	Dec 4, 2025	$6.47
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
WMT	Ex-Dividend	Dec 12, 2025	$0.24
LMT	Pay Day	Dec 30, 2025	$3.45
GS	Pay Day	Dec 30, 2025	$4.00
WMT	Pay Day	Jan 5, 2026	$0.24
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 4.3/10

Beta

1.1

1.1

0

0.8

1.2

0

2

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

0.83

0.83

0

1

2

3

3

Jensen's Alpha

-1.13

-1.13

-2

0

2

4.5

4.5

Omega Ratio

1.02

1.02

0

1

1.5

2.5

2.5

Treynor Ratio

1.08

1.08

0

0.75

1.25

2

2

Information Ratio

0.01

0.01

0

0.3

0.6

1

1

Calmar Ratio

0.3

0.3

0

0.3

0.6

1

1

Beta

1.1

1.1

0

0.8

1.2

0

2

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

0.83

0.83

0

1

2

3

3

Jensen's Alpha

-1.13

-1.13

-2

0

2

4.5

4.5

Omega Ratio

1.02

1.02

0

1

1.5

2.5

2.5

Treynor Ratio

1.08

1.08

0

0.75

1.25

2

2

Information Ratio

0.01

0.01

0

0.3

0.6

1

1

Calmar Ratio

0.3

0.3

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.41

High:

INTC

3,472.64

Low:

ZS

-960.25

Details

PEG Ratio

319.1

High:

CDNS

4,973.57

Low:

TEAM

-394.14

Details

Price/Book

12.5

High:

MA

62.05

Low:

ABBV

-152.29

Details

Price/Sales

8.46

High:

PLTR

109.39

Low:

FTCHQ

-

Details

Price/CF

29.2

High:

KTOS

668.08

Low:

XRX

1.3

Details

Price/FCF

53.88

High:

RHM.DE

5,198.92

Low:

XRX

2.59

Details

P/E Ratio

37.41

High:

INTC

3,472.64

Low:

ZS

-960.25

Details

PEG Ratio

319.1

High:

CDNS

4,973.57

Low:

TEAM

-394.14

Details

Price/Book

12.5

High:

MA

62.05

Low:

ABBV

-152.29

Details

Price/Sales

8.46

High:

PLTR

109.39

Low:

FTCHQ

-

Details

Price/CF

29.2

High:

KTOS

668.08

Low:

XRX

1.3

Details

Price/FCF

53.88

High:

RHM.DE

5,198.92

Low:

XRX

2.59

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-46.07%	Feb 2021	Nov 2024	45
-8.93%	Apr 2020	May 2020	1
-8.14%	Jun 2020	Aug 2020	2
-8.04%	Feb 2025	May 2025	3
-5.46%	Nov 2025	-	1
-2.09%	Dec 2024	Jan 2025	1

Monthly Performance