Portfolio of Helena801021 on eToro

Helena801021

🇸🇪 Stock 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

+0.22%

Today

-6.36%

This Month

-14.63%

Year To Date

+39.57%

2 Years

+2.28%

5 Years

+0.49%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
15.25%
🪙 Cryptocurrencies
15.15%
🧬 Health Technology
13.3%
💻 Electronic Technology
11.17%
🛍️ Retail Trade
7.1%
🚚 Transportation
5.38%
💇‍♀️ Consumer Services
4.6%
⛏️ Energy Minerals
3.86%
🍞 Consumer Non Durables
3.44%
💰 Finance
3.34%
🚗 Consumer Durables
3.3%
⚡ Utilities
1.99%
🛠️ Producer Manufacturing
1.97%
📡 Communications
1.51%
🪨 Non Energy Minerals
1.42%
🧪 Process Industries
1.4%
💼 Commercial Services
1.37%
💵 Cash
1.27%
📊 ETFs
0.71%
🏥 Health Services
0.48%
📦 Distribution Services
0.42%
🏭 Industrial Services
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.94%
🇺🇸 NYSE
34.29%
🌍 Digital Currency
15.15%
🇬🇧 LSE
3.75%
🇭🇰 Hong Kong Exchanges
2.91%
🇩🇪 FRA
1.33%
🇫🇷 Euronext Paris
1.28%
🇸🇪 Stockholm Stock Exchange
0.92%
🇳🇴 Oslo Stock Exchange
0.77%
🇮🇹 Borsa Italiana
0.66%
🇨🇭 SIX
0.54%
🇺🇸 Chicago Board Options Exchange
0.37%
🇫🇮 Helsinki Stock Exchange
0.31%
🇳🇱 Euronext Amsterdam
0.19%
🇩🇰 Copenhagen Stock Exchange
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
55.24%
🇨🇳 China
8.02%
🇬🇧 United Kingdom
4.89%
🇮🇱 Israel
2.19%
🇨🇦 Canada
2.08%
🇩🇪 Germany
2.02%
🇳🇱 Netherlands
1.35%
🇫🇷 France
1.28%
🇸🇪 Sweden
1.22%
🇳🇴 Norway
0.77%
🇨🇭 Switzerland
0.54%
🇰🇾 Cayman Islands
0.46%
🇮🇪 Ireland
0.44%
🇰🇷 South Korea
0.34%
🇩🇰 Denmark
0.28%
🇯🇵 Japan
0.21%
🇭🇰 Hong Kong
0.19%
🇧🇲 Bermuda
0.17%

Dividends

Dividend Yield

1.69%

99 out of 229 instruments pay dividend.

17 dividend payments in the next 30 days.

Highest Dividend: $API.L (118.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
API.L	0.25%	118.83%	-
JNJ	0.06%	3.19%	$4.81
PFE	0.06%	7.63%	$1.66
EZJ.L	0.05%	2.59%	$0.05
T	0.05%	4.09%	$1.11
CWEN	0.05%	5.76%	$1.6
NLY	0.04%	14.8%	$2.6
O	0.04%	5.42%	$3.09
MRK	0.04%	4.05%	$3.04
NG.L	0.03%	5.1%	$0.57
KO	0.03%	2.69%	$1.89
DOW	0.03%	9.95%	$2.8
COP	0.03%	3.51%	$3.25
QCOM	0.03%	2.49%	$3.25
STLAM.MI	0.02%	8.22%	$1.55
MCHP	0.02%	4.71%	$1.75
STAG	0.02%	4.48%	$1.47
CTRA	0.02%	3.29%	$0.82
PEP	0.02%	3.79%	$5.15
HM-B.ST	0.02%	4.87%	$6.5
INTC	0.02%	2.64%	$0.5
BABA	0.02%	0.9%	$0.98
CVX	0.02%	4.79%	$6.28
DIS	0.02%	1.18%	$0.75
XOM	0.02%	3.63%	$3.76
00017.HK	0.02%	10.18%	$0.5
NESN.ZU	0.02%	3.47%	$3
MBG.DE	0.02%	8.57%	$5.3
AES	0.02%	6.85%	$0.68
HPE	0.02%	3.43%	$0.51
ASC	0.02%	10.3%	$0.87
SON	0.02%	4.76%	$2.05
DVN	0.02%	4.12%	$2.05
VOW3.DE	0.02%	7.1%	$9.06
F	0.02%	7.79%	$0.78
LYB	0.02%	9.44%	$5.09
9988.HK	0.01%	0.9%	$0.98
TTE.PA	0.01%	6.23%	$3.06
VZ	0.01%	6.13%	$2.66
SAND.ST	0.01%	3.08%	$5.5
CARD.L	0.01%	6.29%	$0.05
SSABAH.HE	0.01%	4.36%	$0.43
BMW.DE	0.01%	6.11%	$6
SSTK	0.01%	8.03%	$1.14
DOC	0.01%	6.45%	$1.2
PAH3.DE	0.01%	5.68%	$2.56
RXL.PA	0.01%	5.43%	$1.2
LHA.DE	0.01%	4.88%	$0.3
UPS	0.01%	6.77%	$6.5
APA	0.01%	6.21%	$1
TFPM	0.01%	0.96%	$0.21
EOG	0.01%	3.41%	$5.06
FMC	0.01%	6.13%	$2.32
PII	0.01%	7.99%	$2.62
JACK	0.01%	7.58%	$1.76
EVRG	0.01%	3.83%	$2.54
UNH	0.01%	1.85%	$7.74
0700.HK	0.01%	0.98%	$3.4
PSA	0.01%	4.05%	$12
HAL	0.01%	3.02%	$0.66
SMSN.L	0.01%	2.48%	$23.68
NXPI	0.01%	2.38%	$4.06
MPC	0.01%	2.72%	$3.23
GIS	0.01%	4.17%	$2.36
HAS	0.01%	3.99%	$2.8
TME	0.01%	1.42%	$0.12
NOMD	0.01%	3.16%	$0.3
ST	0.01%	2.47%	$0.48
GPC	0.01%	3.53%	$3.9
MDT.US	0.01%	3.39%	$2.77
AZN	0.01%	2.25%	$1.42
NUE	0.01%	1.97%	$2.13
STMMI.MI	0.01%	1.87%	$0.28
MSFT	0.01%	0.88%	$3
MU	0.01%	0.67%	$0.46
NTES	0.01%	2.61%	$2.58
TM	0.01%	2.76%	$4.64
SBUX	0.01%	2.94%	$2.24
AZN.L	0.01%	2.41%	$2.28
MTCH	0%	1.31%	-
HD	0%	2.55%	$8.52
ABT	0%	1.74%	$2.16
NOVO-B.CO	0%	2.73%	$9.4
RYAAY	0%	1.84%	$0.93
ALB	0%	3.05%	$1.6
SYF	0%	2.09%	$1
CSL	0%	1.09%	$3.4
NVO	0%	2.03%	$0.98
IFX.DE	0%	1.31%	$0.35
AMAT	0%	1.21%	$1.44
ASML.NV	0%	1.14%	$6.1
GE	0%	0.81%	$0.44
META	0%	0.4%	$1
AAPL	0%	0.51%	$0.97
TAN	0%	0.54%	-
INTU	0%	0.69%	$3.6
CHDN	0%	0.4%	$0.38
TMO	0%	0.37%	$1.48
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
APA	Ex-Dividend	Apr 22, 2025	$0.25
TME	Pay Day	Apr 24, 2025	$0.18
GE	Pay Day	Apr 25, 2025	$0.36
ASML.NV	Ex-Dividend	Apr 25, 2025	$2.10
EOG	Pay Day	Apr 30, 2025	$0.98
SAND.ST	Ex-Dividend	Apr 30, 2025	$0.52
NLY	Pay Day	Apr 30, 2025	$0.70
STAG	Ex-Dividend	Apr 30, 2025	$0.12
DOC	Pay Day	Apr 30, 2025	$0.10
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
GIS	Pay Day	May 1, 2025	$0.60
AES	Ex-Dividend	May 1, 2025	$0.18
O	Ex-Dividend	May 1, 2025	$0.27
ASML.NV	Pay Day	May 6, 2025	$2.10
SAND.ST	Pay Day	May 7, 2025	$0.52
HM-B.ST	Ex-Dividend	May 8, 2025	$0.31
SON	Ex-Dividend	May 9, 2025	$0.53
NUE	Pay Day	May 12, 2025	$0.55
HM-B.ST	Pay Day	May 14, 2025	$0.31
RXL.PA	Ex-Dividend	May 14, 2025	$1.25
MSFT	Ex-Dividend	May 15, 2025	$0.83
ABT	Pay Day	May 15, 2025	$0.59
AES	Pay Day	May 15, 2025	$0.18
O	Pay Day	May 15, 2025	$0.27
STAG	Pay Day	May 15, 2025	$0.12
SBUX	Ex-Dividend	May 16, 2025	$0.61
0700.HK	Ex-Dividend	May 16, 2025	$0.58
RXL.PA	Pay Day	May 16, 2025	$1.25
APA	Pay Day	May 22, 2025	$0.25
AMAT	Ex-Dividend	May 22, 2025	$0.46
JNJ	Ex-Dividend	May 27, 2025	$1.30
SBUX	Pay Day	May 30, 2025	$0.61
0700.HK	Pay Day	May 30, 2025	$0.58
DOW	Ex-Dividend	May 30, 2025	$0.70
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
JNJ	Pay Day	Jun 10, 2025	$1.30
SON	Pay Day	Jun 10, 2025	$0.53
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
DOW	Pay Day	Jun 13, 2025	$0.70
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
TTE.PA	Pay Day	Jul 1, 2025	$0.88
DIS	Pay Day	Jul 23, 2025	$0.50
TAN	Pay Day	Dec 27, 2025	$0.17

Performance Metrics

Score 2.9/10

Beta

1.41

0.8

1.2

Sharpe Ratio

0.17

0.5

1.5

Sortino Ratio

0.29

Jensen's Alpha

-7.15

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.41

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Beta

1.41

0.8

1.2

Sharpe Ratio

0.17

0.5

1.5

Sortino Ratio

0.29

Jensen's Alpha

-7.15

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.41

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.72

High:

CRDO

2,673.72

Low:

CRWD

-4,477

Details

PEG Ratio

81.81

High:

CRDO

2,386.09

Low:

ONC

-136.92

Details

Price/Book

4.33

High:

53.15

Low:

MTCH

-114.63

Details

Price/Sales

3.52

High:

CKPT

5,354.52

Low:

SLRN

Details

Price/CF

17.01

High:

MSTR

7,511.07

Low:

1966.HK

0.22

Details

Price/FCF

36.99

High:

WOLF

10,383.7

Low:

1966.HK

0.22

Details