Portfolio of Helena801021 on eToro

Helena801021

🇸🇪 Stock and Crypto Investor.

1 copier.

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

Summary

+0.29%

Today

+8.2%

This Month

+7.92%

Year To Date

+61.74%

2 Years

+29.3%

5 Years

+5.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
15.58%
🖥️ Technology Services
12.39%
❓ Other
11.58%
💻 Electronic Technology
11.01%
🧬 Health Technology
9.55%
🛍️ Retail Trade
5.21%
💵 Cash
5.03%
💇‍♀️ Consumer Services
4.21%
🚚 Transportation
3.74%
⛏️ Energy Minerals
2.8%
💰 Finance
2.67%
🚗 Consumer Durables
2.66%
💼 Commercial Services
2%
🍞 Consumer Non Durables
1.99%
⚡ Utilities
1.49%
🛠️ Producer Manufacturing
1.42%
🪨 Non Energy Minerals
1.08%
🧪 Process Industries
1.07%
📡 Communications
1.02%
📊 ETFs
0.7%
🏭 Industrial Services
0.4%
📦 Distribution Services
0.33%
🏥 Health Services
0.21%
🧩 Miscellaneous
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
42.49%
🇺🇸 NYSE
25.82%
🌍 Digital Currency
15.58%
🇬🇧 LSE
2.69%
🇭🇰 Hong Kong Exchanges
2.14%
🇩🇪 FRA
1.05%
🇫🇷 Euronext Paris
0.98%
🇮🇹 Borsa Italiana
0.59%
🇺🇸 Chicago Board Options Exchange
0.4%
🇳🇴 Oslo Stock Exchange
0.38%
🇨🇭 SIX
0.34%
🇸🇪 Stockholm Stock Exchange
0.31%
🇫🇮 Helsinki Stock Exchange
0.23%
🇳🇱 Euronext Amsterdam
0.15%
🇩🇰 Copenhagen Stock Exchange
0.1%

Countries Breakdown

Country
Total

🇺🇸 United States
46.07%
🇨🇳 China
5.73%
🇬🇧 United Kingdom
3.47%
🇨🇦 Canada
1.77%
🇩🇪 Germany
1.56%
🇮🇱 Israel
1.39%
🇳🇱 Netherlands
1.32%
🇫🇷 France
0.98%
🇨🇭 Switzerland
0.57%
🇸🇪 Sweden
0.54%
🇳🇴 Norway
0.38%
🇮🇪 Ireland
0.35%
🇰🇾 Cayman Islands
0.34%
🇰🇷 South Korea
0.29%
🇩🇰 Denmark
0.21%
🇭🇰 Hong Kong
0.15%
🇯🇵 Japan
0.14%
🇧🇲 Bermuda
0.13%

Dividends

Dividend Yield

1.17%

98 out of 223 instruments pay dividend.

12 dividend payments in the next 30 days.

Highest Dividend: $API.L (132.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
API.L	0.17%	132.28%	-
JNJ	0.04%	3.1%	$4.81
PFE	0.04%	6.99%	$1.66
EZJ.L	0.04%	2.4%	$0.05
T	0.04%	4.12%	$1.11
CWEN	0.03%	5.19%	$1.6
NLY	0.03%	13.59%	$2.6
O	0.03%	5.64%	$3.09
MRK	0.03%	4%	$3.04
KO	0.02%	2.88%	$1.89
DOW	0.02%	9.88%	$2.8
NG.L	0.02%	4.41%	$0.57
COP	0.02%	3.4%	$3.25
NAS.OL	0.02%	5.04%	-
QCOM	0.02%	2.22%	$3.25
STLAM.MI	0.02%	8.74%	$1.55
STAG	0.02%	4.17%	$1.47
CTRA	0.02%	3.53%	$0.82
PEP	0.02%	3.83%	$5.15
00017.HK	0.02%	10.18%	$0.5
HM-B.ST	0.02%	4.85%	$6.5
BABA	0.01%	0.86%	$0.98
INTC	0.01%	2.16%	$0.5
CVX	0.01%	4.45%	$6.28
XOM	0.01%	3.64%	$3.76
DIS	0.01%	0.82%	$0.75
NESN.ZU	0.01%	3.96%	$3
MBG.DE	0.01%	8.43%	$5.3
AES	0.01%	5.24%	$0.68
HPE	0.01%	2.46%	$0.51
SON	0.01%	4.56%	$2.05
VOW3.DE	0.01%	7.06%	$9.06
MCHP	0.01%	2.43%	$1.75
F	0.01%	6.72%	$0.78
DVN	0.01%	3.47%	$2.05
LYB	0.01%	8.53%	$5.09
9988.HK	0.01%	0.88%	$0.98
TTE.PA	0.01%	6.08%	$3.06
VZ	0.01%	6.64%	$2.66
SSABAH.HE	0.01%	4.13%	$0.43
BMW.DE	0.01%	5.16%	$6
SSTK	0.01%	6.93%	$1.14
ASC	0.01%	6.91%	$0.87
DOC	0.01%	6.63%	$1.2
PAH3.DE	0.01%	5.62%	$2.56
RXL.PA	0.01%	4.46%	$1.2
LHA.DE	0.01%	3.99%	$0.3
CARD.L	0.01%	5.45%	$0.05
UPS	0.01%	6.59%	$6.5
EOG	0.01%	3.35%	$5.06
HAS	0.01%	3.6%	$2.8
TFPM	0.01%	0.92%	$0.21
APA	0.01%	5.31%	$1
FMC	0.01%	5.52%	$2.32
PII	0.01%	5.68%	$2.62
JACK	0.01%	8.22%	$1.76
EVRG	0.01%	3.84%	$2.54
UNH	0.01%	3.01%	$7.74
0700.HK	0.01%	0.87%	$3.4
PSA	0.01%	4.22%	$12
MPC	0.01%	2.04%	$3.23
HAL	0.01%	3.2%	$0.66
NXPI	0.01%	1.8%	$4.06
SMSN.L	0.01%	1.92%	$23.68
NOMD	0.01%	3.67%	$0.3
GIS	0.01%	4.81%	$2.36
MTCH	0.01%	1.76%	-
GPC	0.01%	3.3%	$3.9
ST	0.01%	1.52%	$0.48
MDT.US	0.01%	3.14%	$2.77
AZN	0.01%	2.21%	$1.42
NUE	0%	1.56%	$2.13
TM	0%	3.42%	$4.64
MSFT	0%	0.65%	$3
NTES	0%	2.02%	$2.58
STMMI.MI	0%	1.1%	$0.28
MU	0%	0.4%	$0.46
SBUX	0%	2.6%	$2.24
AZN.L	0%	2.4%	$2.28
HD	0%	2.53%	$8.52
ABT	0%	1.88%	$2.16
NOVO-B.CO	0%	2.74%	$9.4
RYAAY	0%	1.49%	$0.93
ALB	0%	2.1%	$1.6
SYF	0%	1.5%	$1
CSL	0%	0.98%	$3.4
NVO	0%	1.84%	$0.98
IFX.DE	0%	0.91%	$0.35
TAN	0%	0.51%	-
AMAT	0%	0.9%	$1.44
ASML.NV	0%	1.03%	$6.1
META	0%	0.29%	$1
AAPL	0%	0.48%	$0.97
WDC	0%	0.15%	-
INTU	0%	0.55%	$3.6
CHDN	0%	0.39%	$0.38
TMO	0%	0.41%	$1.48
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MU	Pay Day	Jul 22, 2025	$0.12
APA	Ex-Dividend	Jul 22, 2025	$0.25
DIS	Pay Day	Jul 23, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
NLY	Pay Day	Jul 31, 2025	$0.70
STAG	Ex-Dividend	Jul 31, 2025	$0.12
T	Pay Day	Aug 1, 2025	$0.28
VZ	Pay Day	Aug 1, 2025	$0.68
GIS	Pay Day	Aug 1, 2025	$0.61
AES	Ex-Dividend	Aug 1, 2025	$0.18
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML.NV	Pay Day	Aug 6, 2025	$1.87
SON	Ex-Dividend	Aug 8, 2025	$0.53
NUE	Pay Day	Aug 11, 2025	$0.55
ST	Ex-Dividend	Aug 13, 2025	$0.12
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
ABT	Pay Day	Aug 15, 2025	$0.59
AES	Pay Day	Aug 15, 2025	$0.18
O	Pay Day	Aug 15, 2025	$0.27
STAG	Pay Day	Aug 15, 2025	$0.12
DOC	Ex-Dividend	Aug 18, 2025	$0.10
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
APA	Pay Day	Aug 22, 2025	$0.25
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
ST	Pay Day	Aug 27, 2025	$0.12
SBUX	Pay Day	Aug 29, 2025	$0.61
DOC	Pay Day	Aug 29, 2025	$0.10
PFE	Pay Day	Sep 2, 2025	$0.43
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
JNJ	Pay Day	Sep 9, 2025	$1.30
SON	Pay Day	Sep 10, 2025	$0.53
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
KO	Ex-Dividend	Sep 15, 2025	$0.51
TMO	Ex-Dividend	Sep 15, 2025	$0.43
QCOM	Pay Day	Sep 25, 2025	$0.89
FMC	Ex-Dividend	Sep 30, 2025	$0.58
KO	Pay Day	Oct 1, 2025	$0.51
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97
TMO	Pay Day	Oct 15, 2025	$0.43
FMC	Pay Day	Oct 16, 2025	$0.58
EOG	Ex-Dividend	Oct 17, 2025	$1.02
EOG	Pay Day	Oct 31, 2025	$1.02
HM-B.ST	Ex-Dividend	Nov 6, 2025	$0.31
HM-B.ST	Pay Day	Nov 12, 2025	$0.31
TAN	Pay Day	Dec 27, 2025	$0.17

Performance Metrics

Score 3/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.36

Jensen's Alpha

-7.57

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.49

0.75

1.25

Information Ratio

-0.1

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.36

Jensen's Alpha

-7.57

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.49

0.75

1.25

Information Ratio

-0.1

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.25

High:

TFPM

925.6

Low:

MCHP

-9,119.51

Details

PEG Ratio

332.39

High:

9,978.59

Low:

DKNG

-176.26

Details

Price/Book

6.14

High:

NVDA

50.15

Low:

NIO

-168.98

Details

Price/Sales

5.17

High:

PCT.US

1,911.6

Low:

PCVX

Details

Price/CF

19.08

High:

MSTR

7,511.07

Low:

QVCGA

0.18

Details

Price/FCF

38.32

High:

WOLF

10,383.7

Low:

1966.HK

0.22

Details