Portfolio of Denisa-Andreea34 on eToro

Denisa-Andreea34

🇷🇴 Stock and ETF Investor.

571 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

+12.54%

Year To Date

+76.88%

2 Years

+129.27%

5 Years

+129.27%

10 Years

+31.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
57.19%
🖥️ Technology Services
14.21%
📊 ETFs
11.66%
🚗 Consumer Durables
6.62%
💰 Finance
5.53%
💇‍♀️ Consumer Services
4.98%
🛍️ Retail Trade
2.28%
🛠️ Producer Manufacturing
1.89%
🍞 Consumer Non Durables
1.81%
💻 Electronic Technology
1.73%
🧬 Health Technology
1.72%
🚚 Transportation
1.4%
⚡ Utilities
1.29%
⛏️ Energy Minerals
0.88%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.31%
🇺🇸 NYSE
19.8%
🇩🇪 FRA
1.89%

Countries Breakdown

Country
Total

🇺🇸 United States
42.06%
🇩🇪 Germany
1.89%
🇨🇦 Canada
0.39%

Dividends

Dividend Yield

0.62%

23 out of 26 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $O (5.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BLK	0.06%	1.87%	$20.2
SBUX	0.06%	2.74%	$2.24
SCHD	0.06%	3.87%	-
JNJ	0.05%	2.86%	$4.81
SIE.DE	0.04%	2.26%	$4.7
NEE	0.04%	3.08%	$1.97
QQQ	0.04%	0.51%	-
BAC	0.04%	2.12%	$0.96
UNP	0.02%	2.45%	$5.2
O	0.02%	5.54%	$3.09
DIS	0.02%	0.85%	$0.75
KO	0.02%	2.92%	$1.89
IVV	0.02%	1.29%	-
CVX	0.02%	4.2%	$6.28
PEP	0.02%	3.68%	$5.15
PG	0.02%	2.61%	$3.83
HD	0.02%	2.26%	$8.52
XOM	0.02%	3.46%	$3.76
IWM	0.01%	1.15%	-
CNI	0.01%	2.67%	$2.42
AAPL	0.01%	0.45%	$0.97
MSFT	0%	0.66%	$3
GOOG	0%	0.39%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
HD	Ex-Dividend	Sep 4, 2025	$2.30
BAC	Ex-Dividend	Sep 5, 2025	$0.28
PEP	Ex-Dividend	Sep 5, 2025	$1.42
BLK	Ex-Dividend	Sep 5, 2025	$5.21
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
CNI	Ex-Dividend	Sep 8, 2025	$0.65
JNJ	Pay Day	Sep 9, 2025	$1.30
CVX	Pay Day	Sep 10, 2025	$1.71
XOM	Pay Day	Sep 10, 2025	$0.99
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
NEE	Pay Day	Sep 15, 2025	$0.57
O	Pay Day	Sep 15, 2025	$0.27
HD	Pay Day	Sep 18, 2025	$2.30
BLK	Pay Day	Sep 23, 2025	$5.21
BAC	Pay Day	Sep 26, 2025	$0.28
CNI	Pay Day	Sep 29, 2025	$0.65
PEP	Pay Day	Sep 30, 2025	$1.42
UNP	Pay Day	Sep 30, 2025	$1.38
KO	Pay Day	Oct 1, 2025	$0.51

Performance Metrics

Score 8.4/10

Beta

0.93

0.8

1.2

Sharpe Ratio

1.52

0.5

Sortino Ratio

3.29

Jensen's Alpha

10.12

-2

Omega Ratio

1.76

1.5

2.5

Treynor Ratio

2.28

0.75

1.25

Information Ratio

0.76

0.3

0.6

Calmar Ratio

3.29

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

1.52

0.5

Sortino Ratio

3.29

Jensen's Alpha

10.12

-2

Omega Ratio

1.76

1.5

2.5

Treynor Ratio

2.28

0.75

1.25

Information Ratio

0.76

0.3

0.6

Calmar Ratio

3.29

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

42.9

High:

PLTR

520.8

Low:

BAC

14.86

Details

PEG Ratio

1,734.54

High:

AAPL

23,990.48

Low:

DIS

12.83

Details

Price/Book

9.34

High:

PLTR

62.69

Low:

SBUX

-13.04

Details

Price/Sales

6.97

High:

PLTR

116.73

Low:

CVX

1.48

Details

Price/CF

29.27

High:

233.26

Low:

CVX

7.68

Details

Price/FCF

72.69

High:

PEP

5,253.35

Low:

DIS

22.47

Details