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

+0.27%

This Month

+12.81%

Year To Date

+59.27%

2 Years

+9.63%

5 Years

+35.17%

10 Years

+5.91%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
13.93%
💻 Electronic Technology
13.8%
🧬 Health Technology
12.18%
🪙 Cryptocurrencies
11.23%
❓ Other
11.12%
🛍️ Retail Trade
6.24%
💇‍♀️ Consumer Services
4.92%
🚚 Transportation
3.64%
🚗 Consumer Durables
3%
⛏️ Energy Minerals
2.9%
💼 Commercial Services
2.35%
💵 Cash
2.14%
💰 Finance
2.02%
🛠️ Producer Manufacturing
1.82%
🍞 Consumer Non Durables
1.65%
⚡ Utilities
1.5%
🧪 Process Industries
1.25%
📡 Communications
1.12%
📊 ETFs
0.79%
🏥 Health Services
0.62%
📦 Distribution Services
0.37%
🪨 Non Energy Minerals
0.35%
🏭 Industrial Services
0.34%
🧩 Miscellaneous
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.72%
🇺🇸 NYSE
28.23%
🌍 Digital Currency
11.23%
🇭🇰 Hong Kong Exchanges
2.9%
🇬🇧 LSE
2.7%
🇩🇪 FRA
1.75%
🇫🇷 Euronext Paris
1.09%
🇮🇹 Borsa Italiana
0.54%
🇺🇸 Chicago Board Options Exchange
0.42%
🇸🇪 Stockholm Stock Exchange
0.39%
🇳🇴 Oslo Stock Exchange
0.35%
🇨🇭 SIX
0.33%
🇫🇮 Helsinki Stock Exchange
0.25%
🇳🇱 Euronext Amsterdam
0.22%
🇩🇰 Copenhagen Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
50.75%
🇨🇳 China
7.54%
🇬🇧 United Kingdom
3.77%
🇩🇪 Germany
2.1%
🇨🇦 Canada
1.63%
🇳🇱 Netherlands
1.27%
🇮🇱 Israel
1.25%
🇫🇷 France
1.09%
🇨🇭 Switzerland
0.88%
🇩🇰 Denmark
0.87%
🇸🇪 Sweden
0.64%
🇰🇷 South Korea
0.4%
🇸🇬 Singapore
0.4%
🇮🇪 Ireland
0.38%
🇳🇴 Norway
0.35%
🇰🇾 Cayman Islands
0.24%
🇭🇰 Hong Kong
0.18%
🇯🇵 Japan
0.16%
🇧🇲 Bermuda
0.15%

Dividends

Dividend Yield

1.06%

95 out of 227 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $API.L (210.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
API.L	0.09%	210.03%	-
T	0.04%	4.39%	$1.11
JNJ	0.04%	2.54%	$4.81
EZJ.L	0.04%	2.7%	$0.05
PFE	0.04%	6.72%	$1.66
CWEN	0.03%	5.16%	$1.6
NLY	0.03%	12.08%	$2.6
O	0.03%	5.54%	$3.09
MRK	0.03%	3.25%	$3.04
KO	0.02%	2.9%	$1.89
NVO	0.02%	2.57%	$0.98
NG.L	0.02%	4.14%	$0.57
COP	0.02%	3.43%	$3.25
NAS.OL	0.02%	5.31%	-
QCOM	0.02%	2.03%	$3.25
STLAM.MI	0.02%	6.65%	$1.55
UNH	0.02%	2.65%	$7.74
BABA	0.02%	0.66%	$0.98
PEP	0.02%	3.83%	$5.15
CTRA	0.02%	3.22%	$0.82
STAG	0.02%	3.81%	$1.47
HM-B.ST	0.01%	3.82%	$6.5
DOW	0.01%	9.2%	$2.8
CVX	0.01%	4.52%	$6.28
XOM	0.01%	3.43%	$3.76
DIS	0.01%	0.95%	$0.75
MBG.DE	0.01%	7.15%	$5.3
NESN.ZU	0.01%	3.85%	$3
AES	0.01%	5.07%	$0.68
SON	0.01%	5.11%	$2.05
VOW3.DE	0.01%	6.03%	$9.06
MCHP	0.01%	2.81%	$1.75
HPE	0.01%	2.28%	$0.51
F	0.01%	5.73%	$0.78
LYB	0.01%	12.63%	$5.09
9988.HK	0.01%	0.67%	$0.98
TTE.PA	0.01%	5.84%	$3.06
VZ	0.01%	6.62%	$2.66
SSABAH.HE	0.01%	3.74%	$0.43
SSTK	0.01%	6.95%	$1.14
BMW.DE	0.01%	4.64%	$6
DVN	0.01%	2.55%	$2.05
DOC	0.01%	7.1%	$1.2
PAH3.DE	0.01%	4.82%	$2.56
RXL.PA	0.01%	3.67%	$1.2
LHA.DE	0.01%	3.67%	$0.3
CARD.L	0.01%	5%	$0.05
UPS	0.01%	6.92%	$6.5
EOG	0.01%	3.57%	$5.06
HAS	0.01%	3.43%	$2.8
APA	0.01%	3.74%	$1
MTCH	0.01%	2.26%	-
FMC	0.01%	17.67%	$2.32
PII	0.01%	4.12%	$2.62
EVRG	0.01%	3.67%	$2.54
MPC	0.01%	1.97%	$3.23
0700.HK	0.01%	0.74%	$3.4
PSA	0.01%	4.33%	$12
NOMD	0.01%	5.6%	$0.3
MU	0.01%	0.2%	$0.46
HAL	0.01%	2.46%	$0.66
NXPI	0.01%	1.8%	$4.06
GIS	0.01%	5.31%	$2.36
GPC	0%	3.17%	$3.9
ST	0%	1.45%	$0.48
MDT.US	0%	2.77%	$2.77
SMSN.L	0%	1.22%	$23.68
AZN	0%	1.71%	$1.42
NUE	0%	1.36%	$2.13
MSFT	0%	0.73%	$3
NTES	0%	2.17%	$2.58
TM	0%	2.85%	$4.64
STMMI.MI	0%	1.4%	$0.28
SBUX	0%	2.9%	$2.24
ASC	0%	2.51%	$0.87
AZN.L	0%	1.82%	$2.28
HD	0%	2.63%	$8.52
JACK	0%	4.67%	$1.76
ABT	0%	1.9%	$2.16
NOVO-B.CO	0%	3.81%	$9.4
RYAAY	0%	1.29%	$0.93
ALB	0%	1.37%	$1.6
META	0%	0.31%	$1
SYF	0%	1.44%	$1
CSL	0%	1.31%	$3.4
PYPL	0%	0.23%	-
AAPL	0%	0.37%	$0.97
IFX.DE	0%	0.96%	$0.35
9992.HK	0%	0.41%	-
AMAT	0%	0.66%	$1.44
ASML.NV	0%	0.69%	$6.1
INTU	0%	0.68%	$3.6
CHDN	0%	0.39%	$0.38
TMO	0%	0.3%	$1.48
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
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	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 3.1/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-7.65

-8

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.57

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-7.65

-8

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.57

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.91

High:

SON

4,264.95

Low:

ROKU

-469.6

Details

PEG Ratio

263.69

High:

AMAT

6,471.57

Low:

ROKU

-559.21

Details

Price/Book

6.14

High:

OCGN

106.99

Low:

MTCH

-35.89

Details

Price/Sales

5.28

High:

ALCRB.PA

1,249.68

Low:

CVM

Details

Price/CF

21.57

High:

MSTR

7,511.07

Low:

QVCGA

0.45

Details

Price/FCF

47.37

High:

NUE

5,649.81

Low:

QVCGA

1.43

Details