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

-0.74%

This Month

+14.94%

Year To Date

+103.21%

2 Years

+20.26%

5 Years

+37.71%

10 Years

+6.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
14.79%
💻 Electronic Technology
13.37%
🪙 Cryptocurrencies
12.21%
🧬 Health Technology
11.61%
❓ Other
10.88%
🛍️ Retail Trade
6.39%
💇‍♀️ Consumer Services
4.71%
🚚 Transportation
3.55%
🚗 Consumer Durables
3.12%
⛏️ Energy Minerals
2.6%
💼 Commercial Services
2.28%
💵 Cash
2.02%
💰 Finance
2%
🛠️ Producer Manufacturing
1.74%
🍞 Consumer Non Durables
1.64%
🧪 Process Industries
1.46%
⚡ Utilities
1.44%
📡 Communications
1.13%
📊 ETFs
0.77%
🏥 Health Services
0.65%
🏭 Industrial Services
0.34%
📦 Distribution Services
0.34%
🪨 Non Energy Minerals
0.28%
🧩 Miscellaneous
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.97%
🇺🇸 NYSE
27.67%
🌍 Digital Currency
12.21%
🇭🇰 Hong Kong Exchanges
3.06%
🇬🇧 LSE
2.69%
🇩🇪 FRA
1.36%
🇫🇷 Euronext Paris
0.95%
🇮🇹 Borsa Italiana
0.54%
🇺🇸 Chicago Board Options Exchange
0.42%
🇸🇪 Stockholm Stock Exchange
0.38%
🇨🇭 SIX
0.35%
🇳🇴 Oslo Stock Exchange
0.34%
🇫🇮 Helsinki Stock Exchange
0.21%
🇳🇱 Euronext Amsterdam
0.2%
🇩🇰 Copenhagen Stock Exchange
0.08%

Countries Breakdown

Country
Total

🇺🇸 United States
49.99%
🇨🇳 China
8.08%
🇬🇧 United Kingdom
3.56%
🇩🇪 Germany
1.77%
🇨🇦 Canada
1.69%
🇮🇱 Israel
1.43%
🇳🇱 Netherlands
1.23%
🇩🇰 Denmark
0.97%
🇫🇷 France
0.95%
🇨🇭 Switzerland
0.91%
🇸🇬 Singapore
0.63%
🇸🇪 Sweden
0.59%
🇰🇷 South Korea
0.38%
🇮🇪 Ireland
0.35%
🇳🇴 Norway
0.34%
🇰🇾 Cayman Islands
0.2%
🇭🇰 Hong Kong
0.19%
🇯🇵 Japan
0.15%
🇧🇲 Bermuda
0.14%

Dividends

Dividend Yield

1.1%

95 out of 227 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $API.L (125.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
API.L	0.16%	125.14%	-
T	0.04%	4.29%	$1.11
JNJ	0.04%	2.65%	$4.81
PFE	0.04%	7%	$1.66
EZJ.L	0.04%	2.49%	$0.05
CWEN	0.03%	5.53%	$1.6
NLY	0.03%	13.09%	$2.6
O	0.03%	5.31%	$3.09
MRK	0.03%	3.75%	$3.04
KO	0.02%	2.99%	$1.89
NVO	0.02%	2.2%	$0.98
NG.L	0.02%	4.12%	$0.57
NAS.OL	0.02%	5.38%	-
COP	0.02%	3.6%	$3.25
QCOM	0.02%	2.09%	$3.25
STLAM.MI	0.02%	7.45%	$1.55
UNH	0.02%	2.37%	$7.74
PEP	0.01%	3.62%	$5.15
BABA	0.01%	0.59%	$0.98
STAG	0.01%	3.86%	$1.47
DOW	0.01%	9.76%	$2.8
CTRA	0.01%	3.71%	$0.82
HM-B.ST	0.01%	3.82%	$6.5
CVX	0.01%	4.4%	$6.28
XOM	0.01%	3.53%	$3.76
NESN.ZU	0.01%	3.64%	$3
DIS	0.01%	0.89%	$0.75
MBG.DE	0.01%	7.99%	$5.3
AES	0.01%	4.83%	$0.68
HPE	0.01%	2.28%	$0.51
SON	0.01%	5.23%	$2.05
VOW3.DE	0.01%	6.97%	$9.06
MCHP	0.01%	2.73%	$1.75
LYB	0.01%	11.96%	$5.09
F	0.01%	6.26%	$0.78
9988.HK	0.01%	0.64%	$0.98
TTE.PA	0.01%	6.36%	$3.06
SSTK	0.01%	5.59%	$1.14
VZ	0.01%	6.75%	$2.66
SSABAH.HE	0.01%	4.22%	$0.43
BMW.DE	0.01%	5.3%	$6
DVN	0.01%	2.94%	$2.05
DOC	0.01%	6.52%	$1.2
PAH3.DE	0.01%	5.54%	$2.56
CARD.L	0.01%	5.12%	$0.05
LHA.DE	0.01%	4.13%	$0.3
RXL.PA	0.01%	4.14%	$1.2
UPS.RTH.	0.01%	7.53%	$6.5
EOG	0.01%	3.71%	$5.06
HAS	0.01%	3.75%	$2.8
APA	0.01%	4.47%	$1
FMC	0.01%	7.91%	$2.32
MTCH	0.01%	2.31%	-
PII	0.01%	3.97%	$2.62
EVRG	0.01%	3.41%	$2.54
0700.HK	0.01%	0.72%	$3.4
PSA	0.01%	3.87%	$12
MPC	0.01%	1.95%	$3.23
NOMD	0.01%	5.52%	$0.3
MU	0.01%	0.22%	$0.46
HAL.RTH.	0.01%	3.03%	$0.66
NXPI	0.01%	1.84%	$4.06
GIS	0.01%	4.96%	$2.36
GPC	0%	3.1%	$3.9
MDT.US	0%	2.95%	$2.77
AZN	0%	1.83%	$1.42
ST	0%	1.52%	$0.48
SMSN.L	0%	1.22%	$23.68
TM	0%	3.05%	$4.64
INTC	0%	0.33%	$0.5
NUE	0%	1.63%	$2.13
ASC	0%	3.24%	$0.87
MSFT	0%	0.66%	$3
JACK	0%	7.58%	$1.76
NTES	0%	1.9%	$2.58
STMMI.MI	0%	1.19%	$0.28
SBUX.RTH.	0%	2.9%	$2.24
AZN.L	0%	1.95%	$2.28
HD	0%	2.36%	$8.52
META	0%	0.35%	$1
ABT	0%	1.83%	$2.16
NOVO-B.CO	0%	3.25%	$9.4
RYAAY	0%	1.36%	$0.93
ALB	0%	1.71%	$1.6
SYF	0%	1.52%	$1
CSL	0%	1.25%	$3.4
AAPL	0%	0.39%	$0.97
IFX.DE	0%	1.03%	$0.35
9992.HK	0%	0.33%	-
AMAT.RTH.	0%	0.78%	$1.44
ASML.NV	0%	0.73%	$6.1
INTU.RTH.	0%	0.65%	$3.6
CHDN	0%	0.43%	$0.38
TMO	0%	0.31%	$1.48
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
APA	Ex-Dividend	Oct 22, 2025	$0.25
ASML.NV	Ex-Dividend	Oct 28, 2025	$1.86
DOC	Pay Day	Oct 30, 2025	$0.10
EOG	Pay Day	Oct 31, 2025	$1.02
AES	Ex-Dividend	Oct 31, 2025	$0.18
O	Ex-Dividend	Oct 31, 2025	$0.27
NLY	Pay Day	Oct 31, 2025	$0.70
STAG	Ex-Dividend	Oct 31, 2025	$0.12
T	Pay Day	Nov 3, 2025	$0.28
VZ	Pay Day	Nov 3, 2025	$0.69
GIS	Pay Day	Nov 3, 2025	$0.61
HM-B.ST	Ex-Dividend	Nov 6, 2025	$0.31
CARD.L	Ex-Dividend	Nov 6, 2025	$0.02
ASML.NV	Pay Day	Nov 6, 2025	$1.86
PFE	Ex-Dividend	Nov 7, 2025	$0.43
NUE	Pay Day	Nov 10, 2025	$0.55
SON	Ex-Dividend	Nov 10, 2025	$0.53
HM-B.ST	Pay Day	Nov 12, 2025	$0.31
SBUX.RTH.	Ex-Dividend	Nov 14, 2025	$0.62
AES	Pay Day	Nov 14, 2025	$0.18
O	Pay Day	Nov 14, 2025	$0.27
ABT	Pay Day	Nov 17, 2025	$0.59
STAG	Pay Day	Nov 17, 2025	$0.12
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
AMAT.RTH.	Ex-Dividend	Nov 20, 2025	$0.46
APA	Pay Day	Nov 21, 2025	$0.25
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
SBUX.RTH.	Pay Day	Nov 28, 2025	$0.62
DOW	Ex-Dividend	Nov 28, 2025	$0.35
PFE	Pay Day	Dec 1, 2025	$0.43
JNJ	Pay Day	Dec 9, 2025	$1.30
SON	Pay Day	Dec 10, 2025	$0.53
MSFT	Pay Day	Dec 11, 2025	$0.91
AMAT.RTH.	Pay Day	Dec 11, 2025	$0.46
CARD.L	Pay Day	Dec 12, 2025	$0.02
DOW	Pay Day	Dec 12, 2025	$0.35
TAN	Pay Day	Dec 27, 2025	$0.00
TTE.PA	Ex-Dividend	Dec 31, 2025	$1.00
TTE.PA	Pay Day	Jan 5, 2026	$1.00

Performance Metrics

Score 3.2/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-6.65

-7

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-6.65

-7

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.26

High:

TWLO

875.62

Low:

UPST

-609.44

Details

PEG Ratio

407.33

High:

AAPL

26,070.7

Low:

UPST

-628.89

Details

Price/Book

6.34

High:

OCGN

153.11

Low:

NIO

-90.05

Details

Price/Sales

5.44

High:

ALCRB.PA

984.64

Low:

CVM

Details

Price/CF

20.08

High:

MSTR

7,511.07

Low:

QVCGA

0.09

Details

Price/FCF

45.01

High:

NUE

5,649.81

Low:

QVCGA

0.28

Details