Portfolio of Denisa-Andreea34 on eToro

Denisa-Andreea34

🇷🇴 Stock Investor.

650 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.35%

Today

+0.35%

This Month

+5.98%

Year To Date

+62.12%

2 Years

+115.92%

5 Years

+32.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
58.5%
🖥️ Technology Services
16.98%
📊 ETFs
10.61%
🚗 Consumer Durables
7.36%
💰 Finance
4.98%
💇‍♀️ Consumer Services
4.92%
🛍️ Retail Trade
2%
🛠️ Producer Manufacturing
1.83%
💻 Electronic Technology
1.61%
🧬 Health Technology
1.58%
🚚 Transportation
1.5%
⚡ Utilities
0.91%
🍞 Consumer Non Durables
0.77%
⛏️ Energy Minerals
0.41%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.98%
🇺🇸 NYSE
16.65%
🇩🇪 FRA
1.83%

Countries Breakdown

Country
Total

🇺🇸 United States
42.56%
🇩🇪 Germany
1.83%
🇨🇦 Canada
0.45%

Dividends

Dividend Yield

0.54%

21 out of 24 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $O (5.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BLK	0.06%	2.1%	$20.2
SBUX	0.06%	2.76%	$2.24
JNJ	0.05%	3.25%	$4.81
QQQ	0.05%	0.63%	-
SIE.DE	0.04%	2.43%	$4.7
BAC	0.04%	2.33%	$0.96
SCHD	0.04%	4.03%	-
NEE	0.03%	3.08%	$1.97
UNP	0.03%	2.42%	$5.2
DIS	0.02%	0.88%	$0.75
KO	0.02%	2.8%	$1.89
IVV	0.02%	1.39%	-
O	0.01%	5.64%	$3.09
HD	0.01%	2.45%	$8.52
IWM	0.01%	1.27%	-
CNI	0.01%	2.28%	$2.42
XOM	0.01%	4.73%	$3.76
CVX	0.01%	4.78%	$6.28
AAPL	0.01%	0.5%	$0.97
MSFT	0.01%	0.7%	$3
GOOG	0%	0.48%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
HD	Ex-Dividend	Jun 5, 2025	$2.30
BLK	Ex-Dividend	Jun 5, 2025	$5.21
BAC	Ex-Dividend	Jun 6, 2025	$0.26
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
CNI	Ex-Dividend	Jun 9, 2025	$0.64
CVX	Pay Day	Jun 10, 2025	$1.71
JNJ	Pay Day	Jun 10, 2025	$1.30
XOM	Pay Day	Jun 10, 2025	$0.99
MSFT	Pay Day	Jun 12, 2025	$0.83
KO	Ex-Dividend	Jun 13, 2025	$0.51
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
NEE	Pay Day	Jun 16, 2025	$0.57
HD	Pay Day	Jun 18, 2025	$2.30
BLK	Pay Day	Jun 23, 2025	$5.21
DIS	Ex-Dividend	Jun 24, 2025	$0.50
BAC	Pay Day	Jun 27, 2025	$0.26
UNP	Pay Day	Jun 30, 2025	$1.34
CNI	Pay Day	Jun 30, 2025	$0.64
KO	Pay Day	Jul 1, 2025	$0.51
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 8.6/10

Beta

0.96

0.8

1.2

Sharpe Ratio

1.48

0.5

Sortino Ratio

3.19

Jensen's Alpha

12.05

-2

Omega Ratio

2.03

1.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

0.96

0.3

0.6

Calmar Ratio

3.33

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

1.48

0.5

Sortino Ratio

3.19

Jensen's Alpha

12.05

-2

Omega Ratio

2.03

1.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

0.96

0.3

0.6

Calmar Ratio

3.33

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

44.81

High:

PLTR

576.59

Low:

BAC

13.16

Details

PEG Ratio

688.75

High:

10,285.41

Low:

DIS

5.35

Details

Price/Book

9.56

High:

PLTR

57.44

Low:

SBUX

-12.7

Details

Price/Sales

7.08

High:

PLTR

108.21

Low:

CVX

1.25

Details

Price/CF

28.76

High:

282.33

Low:

BAC

8.92

Details

Price/FCF

64.12

High:

NEE

2,356.18

Low:

BAC

12.09

Details