Effective portfolio of Doctorfinanzas on eToro

Doctorfinanzas

🇺🇾 Stock Investor.

1 copier.

Overview

Summary

-1.41%

Today

-1.41%

This Month

+4.58%

Year To Date

+64.99%

2 Years

-0.48%

5 Years

-0.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
20.98%
💻 Electronic Technology
13.64%
🍞 Consumer Non Durables
13.26%
🖥️ Technology Services
9.98%
🧬 Health Technology
8.16%
💇‍♀️ Consumer Services
7.77%
📊 ETFs
6.31%
🛍️ Retail Trade
3.53%
⛏️ Energy Minerals
3.18%
🪨 Non Energy Minerals
2.8%
💼 Commercial Services
2.61%
🛠️ Producer Manufacturing
1.73%
🧩 Miscellaneous
1.39%
🧪 Process Industries
1.24%
💰 Finance
0.88%
💵 Cash
0.88%
🚗 Consumer Durables
0.81%
🚚 Transportation
0.13%
⚡ Utilities
0.07%
🏥 Health Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.9%
🇺🇸 Nasdaq
26.88%
🌍 Digital Currency
20.98%
🇫🇷 Euronext Paris
8.78%
🇨🇭 SIX
2.5%
🇩🇰 Copenhagen Stock Exchange
2.28%
🇬🇧 LSE
1.88%
🇮🇹 Borsa Italiana
0.85%
🇪🇸 Bolsa De Madrid
0.63%
🇭🇰 Hong Kong Exchanges
0.47%
🇩🇪 FRA
0.24%
🇺🇸 Chicago Board Options Exchange
0.03%
🇸🇪 Stockholm Stock Exchange
0.02%
🇳🇱 Euronext Amsterdam
0.02%
🇳🇴 Oslo Stock Exchange
0.02%
🇫🇮 Helsinki Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
43.03%
🇫🇷 France
8.78%
🇳🇱 Netherlands
7.41%
🇨🇭 Switzerland
2.5%
🇩🇰 Denmark
2.28%
🇨🇦 Canada
1.95%
🇬🇧 United Kingdom
1.86%
🇮🇹 Italy
1.2%
🇨🇳 China
0.78%
🇪🇸 Spain
0.63%
🇩🇪 Germany
0.24%
🇮🇱 Israel
0.23%
🇹🇼 Taiwan
0.1%
🇯🇵 Japan
0.05%
🇺🇾 Uruguay
0.05%
🇰🇷 South Korea
0.02%
🇰🇾 Cayman Islands
0.02%
🇸🇪 Sweden
0.02%
🇱🇺 Luxembourg
0.02%
🇳🇴 Norway
0.02%
🇫🇮 Finland
0.01%
🇧🇷 Brazil
0.01%
🇮🇪 Ireland
0%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.19%

99 out of 159 instruments pay dividend.

12 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MC.PA	0.14%	1.85%	$13
VRLA.PA	0.09%	7.2%	$2.15
ROG.ZU	0.07%	3.39%	$9.6
MCD	0.07%	2.35%	$6.53
JNJ	0.07%	3.26%	$4.81
OXY	0.06%	1.89%	$0.8
ASML	0.06%	0.77%	$5.57
PEP	0.05%	3.54%	$5.15
PFE	0.04%	6.37%	$1.66
NOVO-B.CO	0.04%	1.62%	$9.4
CVS	0.04%	4.71%	$2.54
TGT	0.03%	3.23%	$4.42
PG	0.03%	2.43%	$3.83
GEST.MC	0.02%	3.83%	$0.12
MRK	0.02%	3.2%	$3.04
DIS	0.02%	0.88%	$0.75
AOA	0.02%	3.78%	-
KO	0.02%	3.06%	$1.89
RGLD	0.02%	1.18%	$1.58
AOK	0.02%	3.23%	-
GIS	0.02%	3.99%	$2.36
MONC.MI	0.02%	1.87%	$1.15
XSLV	0.01%	4.62%	-
KGC	0.01%	1.08%	$0.12
MDY	0.01%	1.41%	-
NKE	0.01%	1.96%	$1.45
VT.US	0.01%	2.9%	-
NESN.ZU	0.01%	3.86%	$3
DE	0.01%	1.27%	$5.76
IWM	0.01%	1.23%	-
VB	0.01%	1.45%	-
LMT	0.01%	2.79%	$12.45
V	0.01%	0.65%	$2.01
SBUX	0.01%	2.19%	$2.24
P911.DE	0.01%	3.74%	$2.31
QSR	0.01%	3.85%	$2.26
EL	0.01%	2.79%	$2.64
GSK.L	0.01%	4.35%	$0.59
AVGO	0.01%	0.98%	$19.7
WMT	0.01%	0.85%	$0.81
INTC	0.01%	2.57%	$0.5
MMM	0.01%	2.37%	$5.21
MSFT	0.01%	0.76%	$3
GOOGL	0.01%	0.29%	$0.2
DPZ	0%	1.34%	$5.44
GOOG	0%	0.29%	$0.2
0700.HK	0%	0.85%	$3.4
EWC	0%	2.68%	-
GPN	0%	0.89%	$1
MU	0%	0.5%	$0.46
RACE	0%	0.64%	$2.64
IBE.MC	0%	3.46%	$0.45
META	0%	0.29%	$1
GS	0%	1.83%	$11
VEA	0%	5.71%	-
JPM	0%	1.8%	$4.4
REET	0%	6.79%	-
BABA	0%	0.99%	$0.98
HST	0%	4.79%	$0.78
UBSG.ZU	0%	1.97%	$0.64
VTI	0%	1.26%	-
VNQ	0%	3.78%	-
CVX	0%	4.42%	$6.28
TSM	0%	0.93%	$1.74
AXP	0%	0.88%	$2.6
IAG.L	0%	0.61%	-
F	0%	7.74%	$0.78
EQT	0%	1.23%	$0.62
ABBN.ZU	0%	1.74%	$0.87
GOLD.BARRICK	0%	2.47%	$0.4
NVDA	0%	0.03%	$0.02
FCX	0%	1.67%	$0.6
SMSN.L	0%	2.7%	$23.68
FORTUM.HE	0%	8.24%	$1.15
VALE	0%	9.88%	$1.33
CDI.PA	0%	2.01%	$13
MA	0%	0.49%	$2.46
HSBC	0%	5.78%	$3.03
BOL.ST	0%	2.25%	$7.5
AAPL	0%	0.53%	$0.97
NTDOY	0%	1.08%	$0.24
AGRO	0%	3.52%	$0.33
NHY.OL	0%	3.72%	$2.5
WY	0%	2.61%	$0.78
INDA	0%	0.78%	-
SAN.MC	0%	3.19%	$0.14
LDOS	0%	1.08%	$1.5
ORK.OL	0%	2.86%	$3
RHM.DE	0%	0.76%	$5.7
HAS	0%	3.63%	$2.8
NOC	0%	1.65%	$7.67
ASML.NV	0%	0.89%	$6.1
BLK	0%	1.91%	$20.2
CRM	0%	0.47%	$0.4
NDA.DE	0%	1.86%	$1.4
KER.PA	0%	4.54%	$14
PSH.L	0%	0.01%	-
NVTKL.L	0%	109.46%	-
SONY	0%	0.41%	$0.49

Next Dividends

Instrument	Type	Date	Pay Per Share
CVS	Pay Day	Feb 3	$0.66
FCX	Pay Day	Feb 3	$0.15
MA	Pay Day	Feb 7	$0.76
AAPL	Ex-Dividend	Feb 10	$0.25
AXP	Pay Day	Feb 10	$0.70
DE	Pay Day	Feb 10	$1.62
ASML.NV	Ex-Dividend	Feb 10	$1.58
V	Ex-Dividend	Feb 11	$0.59
TGT	Ex-Dividend	Feb 12	$1.12
AAPL	Pay Day	Feb 13	$0.25
PSH.L	Ex-Dividend	Feb 13	$0.16
CVX	Ex-Dividend	Feb 14	$1.71
SBUX	Ex-Dividend	Feb 14	$0.61
JNJ	Ex-Dividend	Feb 18	$1.24
PG	Pay Day	Feb 18	$1.01
ASML.NV	Pay Day	Feb 19	$1.58
MSFT	Ex-Dividend	Feb 20	$0.83
SBUX	Pay Day	Feb 28	$0.61
GS	Ex-Dividend	Feb 28	$3.00
TGT	Pay Day	Mar 1	$1.12
V	Pay Day	Mar 3	$0.59
LMT	Ex-Dividend	Mar 3	$3.30
JNJ	Pay Day	Mar 4	$1.24
PFE	Pay Day	Mar 7	$0.43
BLK	Ex-Dividend	Mar 7	$5.21
CVX	Pay Day	Mar 10	$1.71
MSFT	Pay Day	Mar 13	$0.83
MRK	Ex-Dividend	Mar 17	$0.81
TSM	Ex-Dividend	Mar 18	$0.69
PSH.L	Pay Day	Mar 21	$0.16
BLK	Pay Day	Mar 24	$5.21
LMT	Pay Day	Mar 28	$3.30
GS	Pay Day	Mar 28	$3.00
MRK	Pay Day	Apr 7	$0.81
GIS	Ex-Dividend	Apr 10	$0.60
TSM	Pay Day	Apr 10	$0.69
CDI.PA	Ex-Dividend	Apr 24	$7.83
CDI.PA	Pay Day	Apr 28	$7.83
GIS	Pay Day	May 1	$0.60
DIS	Ex-Dividend	Jun 24	$0.50
DIS	Pay Day	Jul 23	$0.50

Performance Metrics

Score 2.3/10

Beta

1.52

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-12.8

-13

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.1

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

1.52

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-12.8

-13

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.1

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-55.83%	Nov 2021	-	40
-13.01%	May 2021	Aug 2021	3
-8.3%	Sep 2021	Oct 2021	1
-5.11%	Feb 2021	Apr 2021	2

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
20.98%
💻 Electronic Technology
13.64%
🍞 Consumer Non Durables
13.26%
🖥️ Technology Services
9.98%
🧬 Health Technology
8.16%
💇‍♀️ Consumer Services
7.77%
📊 ETFs
6.31%
🛍️ Retail Trade
3.53%
⛏️ Energy Minerals
3.18%
🪨 Non Energy Minerals
2.8%
💼 Commercial Services
2.61%
🛠️ Producer Manufacturing
1.73%
🧩 Miscellaneous
1.39%
🧪 Process Industries
1.24%
💰 Finance
0.88%
💵 Cash
0.88%
🚗 Consumer Durables
0.81%
🚚 Transportation
0.13%
⚡ Utilities
0.07%
🏥 Health Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.9%
🇺🇸 Nasdaq
26.88%
🌍 Digital Currency
20.98%
🇫🇷 Euronext Paris
8.78%
🇨🇭 SIX
2.5%
🇩🇰 Copenhagen Stock Exchange
2.28%
🇬🇧 LSE
1.88%
🇮🇹 Borsa Italiana
0.85%
🇪🇸 Bolsa De Madrid
0.63%
🇭🇰 Hong Kong Exchanges
0.47%
🇩🇪 FRA
0.24%
🇺🇸 Chicago Board Options Exchange
0.03%
🇸🇪 Stockholm Stock Exchange
0.02%
🇳🇱 Euronext Amsterdam
0.02%
🇳🇴 Oslo Stock Exchange
0.02%
🇫🇮 Helsinki Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
43.03%
🇫🇷 France
8.78%
🇳🇱 Netherlands
7.41%
🇨🇭 Switzerland
2.5%
🇩🇰 Denmark
2.28%
🇨🇦 Canada
1.95%
🇬🇧 United Kingdom
1.86%
🇮🇹 Italy
1.2%
🇨🇳 China
0.78%
🇪🇸 Spain
0.63%
🇩🇪 Germany
0.24%
🇮🇱 Israel
0.23%
🇹🇼 Taiwan
0.1%
🇯🇵 Japan
0.05%
🇺🇾 Uruguay
0.05%
🇰🇷 South Korea
0.02%
🇰🇾 Cayman Islands
0.02%
🇸🇪 Sweden
0.02%
🇱🇺 Luxembourg
0.02%
🇳🇴 Norway
0.02%
🇫🇮 Finland
0.01%
🇧🇷 Brazil
0.01%
🇮🇪 Ireland
0%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.19%

99 out of 159 instruments pay dividend.

12 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MC.PA	0.14%	1.85%	$13
VRLA.PA	0.09%	7.2%	$2.15
ROG.ZU	0.07%	3.39%	$9.6
MCD	0.07%	2.35%	$6.53
JNJ	0.07%	3.26%	$4.81
OXY	0.06%	1.89%	$0.8
ASML	0.06%	0.77%	$5.57
PEP	0.05%	3.54%	$5.15
PFE	0.04%	6.37%	$1.66
NOVO-B.CO	0.04%	1.62%	$9.4
CVS	0.04%	4.71%	$2.54
TGT	0.03%	3.23%	$4.42
PG	0.03%	2.43%	$3.83
GEST.MC	0.02%	3.83%	$0.12
MRK	0.02%	3.2%	$3.04
DIS	0.02%	0.88%	$0.75
AOA	0.02%	3.78%	-
KO	0.02%	3.06%	$1.89
RGLD	0.02%	1.18%	$1.58
AOK	0.02%	3.23%	-
GIS	0.02%	3.99%	$2.36
MONC.MI	0.02%	1.87%	$1.15
XSLV	0.01%	4.62%	-
KGC	0.01%	1.08%	$0.12
MDY	0.01%	1.41%	-
NKE	0.01%	1.96%	$1.45
VT.US	0.01%	2.9%	-
NESN.ZU	0.01%	3.86%	$3
DE	0.01%	1.27%	$5.76
IWM	0.01%	1.23%	-
VB	0.01%	1.45%	-
LMT	0.01%	2.79%	$12.45
V	0.01%	0.65%	$2.01
SBUX	0.01%	2.19%	$2.24
P911.DE	0.01%	3.74%	$2.31
QSR	0.01%	3.85%	$2.26
EL	0.01%	2.79%	$2.64
GSK.L	0.01%	4.35%	$0.59
AVGO	0.01%	0.98%	$19.7
WMT	0.01%	0.85%	$0.81
INTC	0.01%	2.57%	$0.5
MMM	0.01%	2.37%	$5.21
MSFT	0.01%	0.76%	$3
GOOGL	0.01%	0.29%	$0.2
DPZ	0%	1.34%	$5.44
GOOG	0%	0.29%	$0.2
0700.HK	0%	0.85%	$3.4
EWC	0%	2.68%	-
GPN	0%	0.89%	$1
MU	0%	0.5%	$0.46
RACE	0%	0.64%	$2.64
IBE.MC	0%	3.46%	$0.45
META	0%	0.29%	$1
GS	0%	1.83%	$11
VEA	0%	5.71%	-
JPM	0%	1.8%	$4.4
REET	0%	6.79%	-
BABA	0%	0.99%	$0.98
HST	0%	4.79%	$0.78
UBSG.ZU	0%	1.97%	$0.64
VTI	0%	1.26%	-
VNQ	0%	3.78%	-
CVX	0%	4.42%	$6.28
TSM	0%	0.93%	$1.74
AXP	0%	0.88%	$2.6
IAG.L	0%	0.61%	-
F	0%	7.74%	$0.78
EQT	0%	1.23%	$0.62
ABBN.ZU	0%	1.74%	$0.87
GOLD.BARRICK	0%	2.47%	$0.4
NVDA	0%	0.03%	$0.02
FCX	0%	1.67%	$0.6
SMSN.L	0%	2.7%	$23.68
FORTUM.HE	0%	8.24%	$1.15
VALE	0%	9.88%	$1.33
CDI.PA	0%	2.01%	$13
MA	0%	0.49%	$2.46
HSBC	0%	5.78%	$3.03
BOL.ST	0%	2.25%	$7.5
AAPL	0%	0.53%	$0.97
NTDOY	0%	1.08%	$0.24
AGRO	0%	3.52%	$0.33
NHY.OL	0%	3.72%	$2.5
WY	0%	2.61%	$0.78
INDA	0%	0.78%	-
SAN.MC	0%	3.19%	$0.14
LDOS	0%	1.08%	$1.5
ORK.OL	0%	2.86%	$3
RHM.DE	0%	0.76%	$5.7
HAS	0%	3.63%	$2.8
NOC	0%	1.65%	$7.67
ASML.NV	0%	0.89%	$6.1
BLK	0%	1.91%	$20.2
CRM	0%	0.47%	$0.4
NDA.DE	0%	1.86%	$1.4
KER.PA	0%	4.54%	$14
PSH.L	0%	0.01%	-
NVTKL.L	0%	109.46%	-
SONY	0%	0.41%	$0.49

Next Dividends

Instrument	Type	Date	Pay Per Share
CVS	Pay Day	Feb 3	$0.66
FCX	Pay Day	Feb 3	$0.15
MA	Pay Day	Feb 7	$0.76
AAPL	Ex-Dividend	Feb 10	$0.25
AXP	Pay Day	Feb 10	$0.70
DE	Pay Day	Feb 10	$1.62
ASML.NV	Ex-Dividend	Feb 10	$1.58
V	Ex-Dividend	Feb 11	$0.59
TGT	Ex-Dividend	Feb 12	$1.12
AAPL	Pay Day	Feb 13	$0.25
PSH.L	Ex-Dividend	Feb 13	$0.16
CVX	Ex-Dividend	Feb 14	$1.71
SBUX	Ex-Dividend	Feb 14	$0.61
JNJ	Ex-Dividend	Feb 18	$1.24
PG	Pay Day	Feb 18	$1.01
ASML.NV	Pay Day	Feb 19	$1.58
MSFT	Ex-Dividend	Feb 20	$0.83
SBUX	Pay Day	Feb 28	$0.61
GS	Ex-Dividend	Feb 28	$3.00
TGT	Pay Day	Mar 1	$1.12
V	Pay Day	Mar 3	$0.59
LMT	Ex-Dividend	Mar 3	$3.30
JNJ	Pay Day	Mar 4	$1.24
PFE	Pay Day	Mar 7	$0.43
BLK	Ex-Dividend	Mar 7	$5.21
CVX	Pay Day	Mar 10	$1.71
MSFT	Pay Day	Mar 13	$0.83
MRK	Ex-Dividend	Mar 17	$0.81
TSM	Ex-Dividend	Mar 18	$0.69
PSH.L	Pay Day	Mar 21	$0.16
BLK	Pay Day	Mar 24	$5.21
LMT	Pay Day	Mar 28	$3.30
GS	Pay Day	Mar 28	$3.00
MRK	Pay Day	Apr 7	$0.81
GIS	Ex-Dividend	Apr 10	$0.60
TSM	Pay Day	Apr 10	$0.69
CDI.PA	Ex-Dividend	Apr 24	$7.83
CDI.PA	Pay Day	Apr 28	$7.83
GIS	Pay Day	May 1	$0.60
DIS	Ex-Dividend	Jun 24	$0.50
DIS	Pay Day	Jul 23	$0.50

Performance Metrics

Score 2.3/10

Beta

1.52

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-12.8

-13

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.1

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

1.52

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-12.8

-13

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.1

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Depth

Start

End

Total months

-55.83%

Nov 2021

-13.01%

May 2021

Aug 2021

-8.3%

Sep 2021

Oct 2021

-5.11%

Feb 2021

Apr 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics