Portfolio of Fjcsousa87 on eToro

Fjcsousa87

🇵🇹 Stock and ETF Multi-Strategy Investor.

27 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

+13.36%

Year To Date

+18.45%

2 Years

+36.08%

5 Years

+76.38%

10 Years

+9.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
38.31%
📊 ETFs
23.18%
🖥️ Technology Services
13.84%
💰 Finance
5.42%
🛍️ Retail Trade
3.16%
🍞 Consumer Non Durables
2.06%
⚡ Utilities
1.92%
💼 Commercial Services
1.29%
🪙 Cryptocurrencies
1.23%
💻 Electronic Technology
1.21%
🧬 Health Technology
0.78%
🏥 Health Services
0.62%
💇‍♀️ Consumer Services
0.27%
🚗 Consumer Durables
0.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
29.56%
🇺🇸 NYSE
23.14%
🌍 Digital Currency
1.23%
🇫🇷 Euronext Paris
0.88%
🇩🇰 Copenhagen Stock Exchange
0.21%
🇵🇹 Euronext Lisbon
0.18%
🇺🇸 Chicago Board Options Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
29.51%
🇫🇷 France
0.88%
🇩🇰 Denmark
0.21%
🇵🇹 Portugal
0.18%
🇳🇱 Netherlands
0.08%

Dividends

Dividend Yield

0.84%

37 out of 62 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.95%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
XIFR	0.16%	10.39%	$3.49
AGNC	0.15%	13.95%	$1.44
IIPR	0.1%	13.39%	$7.34
O	0.09%	5.58%	$3.09
MSFT	0.08%	0.73%	$3
VICI	0.04%	6.16%	$1.66
PEP	0.03%	3.73%	$5.15
PFE	0.02%	6.65%	$1.66
UNH	0.02%	2.55%	$7.74
COST	0.01%	0.57%	$19.22
TGT	0.01%	4.66%	$4.42
ABBV	0.01%	2.98%	$6.06
MC.PA	0.01%	2.08%	$13
MSCI	0.01%	1.31%	$5.96
EDP.LSB	0.01%	5.33%	$0.2
MAIN	0.01%	4.9%	$2.85
HAS	0.01%	3.43%	$2.8
SPGI	0.01%	0.77%	$3.62
TROW	0.01%	4.84%	$4.92
EL	0.01%	1.34%	$2.64
STAG	0.01%	3.95%	$1.47
AVGO	0.01%	0.66%	$19.7
CCI	0.01%	5.22%	$6.26
FIS	0%	2.38%	$1.76
RMS.PA	0%	1.22%	$25
META	0%	0.33%	$1
V	0%	0.7%	$2.01
MCO	0%	0.77%	$3.24
DIS	0%	0.9%	$0.75
CRM	0%	0.63%	$0.4
MA	0%	0.55%	$2.46
NKE	0%	2.39%	$1.45
INTU	0%	0.67%	$3.6
ASML	0%	0.58%	$5.57
AAPL	0%	0.37%	$0.97
GOOG	0%	0.27%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

0.83

Jensen's Alpha

-0.77

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.9

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

0.83

Jensen's Alpha

-0.77

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.9

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.56

High:

FIS

211.37

Low:

ORSTED.CO

-44.84

Details

PEG Ratio

599.3

High:

RMS.PA

9,171.41

Low:

HAS

-145.21

Details

Price/Book

9.71

High:

65.12

Low:

ABBV

-149.39

Details

Price/Sales

9.27

High:

AVGO

27.54

Low:

TGT

0.42

Details

Price/CF

25.89

High:

AVGO

65.63

Low:

XIFR

0.83

Details

Price/FCF

69.3

High:

PEP

5,253.35

Low:

XIFR

15.11

Details