Portfolio of EstherEmilia on eToro

EstherEmilia

🇵🇪 Income Stock Investor.

43 copiers.

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

Summary

Today

-7.46%

This Month

-2.29%

Year To Date

+15.15%

2 Years

+22.54%

5 Years

+5.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
16.82%
🪨 Non Energy Minerals
9.74%
📡 Communications
8.81%
⛏️ Energy Minerals
8.68%
⚡ Utilities
8.03%
🍞 Consumer Non Durables
7.49%
🛍️ Retail Trade
6.28%
📊 ETFs
5.89%
💻 Electronic Technology
5.1%
🚚 Transportation
4.9%
🧬 Health Technology
3.85%
🖥️ Technology Services
3.42%
💇‍♀️ Consumer Services
3.33%
🚗 Consumer Durables
2.24%
📦 Distribution Services
1.81%
🧪 Process Industries
0.89%
🏭 Industrial Services
0.62%
💼 Commercial Services
0.58%
🧩 Miscellaneous
0.58%
🏥 Health Services
0.41%
🛠️ Producer Manufacturing
0.38%
💵 Cash
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.29%
🇺🇸 Nasdaq
14.8%
🇬🇧 LSE
3.86%
🇫🇷 Euronext Paris
1.87%
🇭🇰 Hong Kong Exchanges
1.54%
🇩🇪 FRA
1.52%
🇧🇪 Euronext Brussels
1.28%
🇨🇭 SIX
1.09%
🇮🇹 Borsa Italiana
0.61%

Countries Breakdown

Country
Total

🇺🇸 United States
58.64%
🇬🇧 United Kingdom
6.13%
🇧🇷 Brazil
5.98%
🇨🇦 Canada
4.04%
🇨🇳 China
3.39%
🇫🇷 France
1.87%
🇮🇱 Israel
1.67%
🇯🇵 Japan
1.62%
🇩🇪 Germany
1.52%
🇪🇸 Spain
1.36%
🇦🇺 Australia
1.32%
🇨🇱 Chile
1.3%
🇧🇪 Belgium
1.28%
🇧🇲 Bermuda
1.25%
🇨🇭 Switzerland
1.09%
🇮🇪 Ireland
0.92%
🇮🇹 Italy
0.61%

Dividends

Dividend Yield

6.58%

115 out of 118 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $SSSS (161.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SSSS	1.02%	161.83%	$7.25
ZIM	0.87%	51.78%	$0.23
PBR	0.29%	15.73%	$1.73
ETL.PA	0.29%	22.13%	-
AGNC	0.22%	17.27%	$1.44
GNL	0.21%	13.39%	$1.38
ABR	0.19%	15.59%	$1.72
NLY	0.19%	14.8%	$2.6
GOGL.US	0.18%	14.66%	$0.8
VALE	0.16%	8.2%	$1.33
CIG	0.12%	10.94%	$0.15
RIO	0.09%	6.87%	$4.34
PFE	0.09%	7.63%	$1.66
VZ	0.08%	6.13%	$2.66
PROX.BR	0.08%	6.23%	$0.84
BT.L	0.08%	4.89%	$0.08
O	0.07%	5.42%	$3.09
AQN	0.07%	5.44%	$0.43
0386.HK	0.07%	7.96%	$0.37
BHP	0.07%	5.27%	$3.01
T	0.07%	4.09%	$1.11
TEF	0.07%	4.83%	$0.24
BP.L	0.06%	6.73%	$0.23
OHI	0.06%	6.95%	$2.68
UPS	0.06%	6.77%	$6.5
WBA	0.06%	9.18%	$1.46
CWEN	0.06%	5.76%	$1.6
GGB	0.06%	5.44%	$0.22
C	0.05%	3.54%	$2.12
AES	0.05%	6.85%	$0.68
QFIN	0.04%	3.62%	$1.06
DVN	0.04%	4.12%	$2.05
UGI	0.04%	4.52%	$1.5
PSN.L	0.04%	4.96%	$0.6
CVS	0.04%	3.95%	$2.54
NESN.ZU	0.04%	3.47%	$3
CTRA	0.04%	3.29%	$0.82
ENEL.MI	0.04%	5.84%	$0.43
TTE.PA	0.04%	6.23%	$3.06
TGT	0.03%	4.81%	$4.42
MAIN	0.03%	5.68%	$2.85
IPG	0.03%	5.51%	$1.28
VICI	0.03%	5.26%	$1.66
NXST	0.03%	4.7%	$6.08
HMC	0.03%	4.15%	$0.65
CVX	0.03%	4.79%	$6.28
ENR	0.03%	4.49%	$1.2
BAC	0.03%	2.73%	$0.96
GOLD.BARRICK	0.02%	1.91%	$0.4
PM	0.02%	3.28%	$5.2
YINN	0.02%	1.38%	-
CLX	0.02%	3.49%	$4.8
CMCSA	0.02%	3.7%	$1.2
SBUX	0.02%	2.94%	$2.24
CCU	0.02%	1.81%	$0.23
JNJ	0.02%	3.19%	$4.81
XOM	0.02%	3.63%	$3.76
PLD	0.02%	3.81%	$3.66
SHEL	0.02%	4.27%	$2.7
ABBV	0.02%	3.69%	$6.06
COP	0.02%	3.51%	$3.25
INTC	0.02%	2.64%	$0.5
LEG	0.02%	2.91%	$1.43
PAAS	0.02%	1.42%	$0.4
IBM	0.02%	2.8%	$6.65
NEE	0.02%	3.18%	$1.97
ERX	0.02%	2.41%	-
NKE	0.02%	2.76%	$1.45
LUV	0.02%	2.91%	$0.72
HD	0.02%	2.55%	$8.52
ULVR.L	0.02%	3.09%	$1.47
KMB	0.02%	3.45%	$4.8
SCCO	0.02%	3.09%	$3.76
PPL	0.02%	2.93%	$1
AMGN	0.02%	3.34%	$8.76
KO	0.02%	2.69%	$1.89
DLR	0.02%	3.24%	$4.88
MDT.US	0.02%	3.39%	$2.77
MRK	0.02%	4.05%	$3.04
GS	0.01%	2.36%	$11
NEM	0.01%	1.82%	$1.3
JPM	0.01%	2.18%	$4.4
CAH	0.01%	1.5%	$2.01
APD	0.01%	2.7%	$7.04
MCD	0.01%	2.21%	$6.53
VST	0.01%	0.76%	$0.85
TQQQ	0.01%	1.72%	-
UNP	0.01%	2.42%	$5.2
GD	0.01%	2.09%	$5.48
LOW	0.01%	2.1%	$4.45
AWK	0.01%	2.06%	$2.89
UDOW	0.01%	1.23%	-
SOXL	0.01%	2.21%	-
ACN	0.01%	2.03%	$4.99
ORCL	0.01%	1.32%	$1.6
WMT	0.01%	1.01%	$0.81
SAP.DE	0.01%	1.04%	$2.2
WM	0.01%	1.33%	$2.9
DIS	0.01%	1.18%	$0.75
UNH	0.01%	1.85%	$7.74
CAT	0.01%	1.92%	$5.31
SPXL	0.01%	0.96%	-
ADS.DE	0.01%	1.01%	$0.7
MSFT	0.01%	0.88%	$3
BABA	0.01%	0.9%	$0.98
TRV	0.01%	1.66%	$4.05
EBAY	0.01%	1.66%	$1.04
LIN	0%	1.25%	$5.33
AXP	0%	1.16%	$2.6
V	0%	0.67%	$2.01
COST	0%	0.48%	$19.22
SONY	0%	0.38%	$0.49
LABU.US	0%	0.42%	-
AAPL	0%	0.51%	$0.97
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
CVS	Ex-Dividend	Apr 22, 2025	$0.66
ORCL	Pay Day	Apr 23, 2025	$0.50
CMCSA	Pay Day	Apr 23, 2025	$0.33
LOW	Ex-Dividend	Apr 23, 2025	$1.15
CLX	Ex-Dividend	Apr 23, 2025	$1.22
QFIN	Ex-Dividend	Apr 23, 2025	$0.70
PROX.BR	Ex-Dividend	Apr 23, 2025	$0.10
PROX.BR	Pay Day	Apr 25, 2025	$0.10
JPM	Pay Day	Apr 30, 2025	$1.40
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
NLY	Pay Day	Apr 30, 2025	$0.70
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
CVS	Pay Day	May 1, 2025	$0.66
AES	Ex-Dividend	May 1, 2025	$0.18
O	Ex-Dividend	May 1, 2025	$0.27
COST	Ex-Dividend	May 2, 2025	$1.30
SCCO	Ex-Dividend	May 2, 2025	$0.70
C	Ex-Dividend	May 5, 2025	$0.56
LOW	Pay Day	May 7, 2025	$1.15
MAIN	Ex-Dividend	May 8, 2025	$0.25
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
AGNC	Pay Day	May 9, 2025	$0.12
GD	Pay Day	May 9, 2025	$1.50
CLX	Pay Day	May 9, 2025	$1.22
APD	Pay Day	May 12, 2025	$1.79
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
TGT	Ex-Dividend	May 14, 2025	$1.12
MSFT	Ex-Dividend	May 15, 2025	$0.83
ACN	Pay Day	May 15, 2025	$1.48
ABBV	Pay Day	May 15, 2025	$1.64
AES	Pay Day	May 15, 2025	$0.18
O	Pay Day	May 15, 2025	$0.27
MAIN	Pay Day	May 15, 2025	$0.25
SBUX	Ex-Dividend	May 16, 2025	$0.61
AMGN	Ex-Dividend	May 16, 2025	$2.38
SAP.DE	Pay Day	May 16, 2025	$2.35
ADS.DE	Ex-Dividend	May 16, 2025	$2.19
COST	Pay Day	May 16, 2025	$1.30
SCCO	Pay Day	May 19, 2025	$0.70
CAT	Pay Day	May 20, 2025	$1.41
ADS.DE	Pay Day	May 20, 2025	$2.19
C	Pay Day	May 23, 2025	$0.56
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
SBUX	Pay Day	May 30, 2025	$0.61
GS	Ex-Dividend	May 30, 2025	$3.00
TGT	Pay Day	Jun 1, 2025	$1.12
QFIN	Pay Day	Jun 2, 2025	$0.70
AMGN	Pay Day	Jun 6, 2025	$2.38
0386.HK	Ex-Dividend	Jun 9, 2025	$0.02
JNJ	Pay Day	Jun 10, 2025	$1.30
TRV	Ex-Dividend	Jun 10, 2025	$1.10
MSFT	Pay Day	Jun 12, 2025	$0.83
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
PSN.L	Ex-Dividend	Jun 19, 2025	$0.52
DIS	Ex-Dividend	Jun 24, 2025	$0.50
GS	Pay Day	Jun 27, 2025	$3.00
0386.HK	Pay Day	Jun 27, 2025	$0.02
TRV	Pay Day	Jun 30, 2025	$1.10
TTE.PA	Pay Day	Jul 1, 2025	$0.88
LABU.US	Pay Day	Jul 2, 2025	$0.15
UDOW	Pay Day	Jul 3, 2025	$0.31
PSN.L	Pay Day	Jul 11, 2025	$0.52
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28

Performance Metrics

Score 4.6/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

0.98

-2

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.51

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

0.98

-2

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.51

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.96

High:

BP.L

258.56

Low:

LUMN

-59.07

Details

PEG Ratio

77.14

High:

MDT.US

560.85

Low:

LUMN

-59.39

Details

Price/Book

4.26

High:

ABBV

91.84

Low:

CLX

-419.85

Details

Price/Sales

2.41

High:

NVDA

19.21

Low:

2007.HK

0.04

Details

Price/CF

14.08

High:

AGNC

94.94

Low:

ZIM

0.79

Details

Price/FCF

34.9

High:

GNL

941.66

Low:

ZIM

1.04

Details