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

-0.53%

Today

+1.73%

This Month

-3.11%

Year To Date

+52.22%

2 Years

+16.09%

5 Years

+3.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
13.36%
🖥️ Technology Services
13.18%
💻 Electronic Technology
10.6%
🧬 Health Technology
9.85%
🛍️ Retail Trade
5.97%
🚚 Transportation
4.63%
💇‍♀️ Consumer Services
4.03%
💵 Cash
3.93%
⛏️ Energy Minerals
2.9%
🚗 Consumer Durables
2.68%
💰 Finance
2.38%
🍞 Consumer Non Durables
2.16%
💼 Commercial Services
1.99%
⚡ Utilities
1.48%
🛠️ Producer Manufacturing
1.34%
🪨 Non Energy Minerals
1.18%
📡 Communications
1.15%
🧪 Process Industries
1.08%
📊 ETFs
0.63%
📦 Distribution Services
0.35%
🏭 Industrial Services
0.33%
🏥 Health Services
0.24%
🧩 Miscellaneous
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
30.32%
🇺🇸 NYSE
27.5%
🌍 Digital Currency
13.36%
🇬🇧 LSE
3.16%
🇭🇰 Hong Kong Exchanges
2.36%
🇩🇪 FRA
1.1%
🇫🇷 Euronext Paris
0.97%
🇳🇴 Oslo Stock Exchange
0.66%
🇮🇹 Borsa Italiana
0.61%
🇨🇭 SIX
0.4%
🇺🇸 Chicago Board Options Exchange
0.34%
🇸🇪 Stockholm Stock Exchange
0.34%
🇫🇮 Helsinki Stock Exchange
0.25%
🇳🇱 Euronext Amsterdam
0.17%
🇩🇰 Copenhagen Stock Exchange
0.13%

Countries Breakdown

Country
Total

🇺🇸 United States
46.28%
🇨🇳 China
6.45%
🇬🇧 United Kingdom
4.03%
🇨🇦 Canada
1.82%
🇩🇪 Germany
1.66%
🇮🇱 Israel
1.57%
🇳🇱 Netherlands
1.36%
🇫🇷 France
0.97%
🇳🇴 Norway
0.66%
🇨🇭 Switzerland
0.63%
🇸🇪 Sweden
0.58%
🇮🇪 Ireland
0.37%
🇰🇾 Cayman Islands
0.3%
🇰🇷 South Korea
0.28%
🇩🇰 Denmark
0.25%
🇯🇵 Japan
0.17%
🇭🇰 Hong Kong
0.14%
🇧🇲 Bermuda
0.13%

Dividends

Dividend Yield

1.26%

99 out of 225 instruments pay dividend.

34 dividend payments in the next 30 days.

Highest Dividend: $API.L (137.47%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
API.L	0.19%	137.47%	-
JNJ	0.05%	3.28%	$4.81
PFE	0.04%	7.35%	$1.66
EZJ.L	0.04%	2.09%	$0.05
T	0.04%	4.03%	$1.11
CWEN	0.04%	5.67%	$1.6
NLY	0.03%	14.02%	$2.6
O	0.03%	5.69%	$3.09
MRK	0.03%	4.12%	$3.04
KO	0.02%	2.81%	$1.89
DOW	0.02%	9.95%	$2.8
NG.L	0.02%	4.52%	$0.57
COP	0.02%	3.63%	$3.25
QCOM	0.02%	2.32%	$3.25
STLAM.MI	0.02%	7.92%	$1.55
MCHP	0.02%	2.8%	$1.75
STAG	0.02%	4.11%	$1.47
PEP	0.02%	4.21%	$5.15
CTRA	0.02%	3.46%	$0.82
HM-B.ST	0.02%	4.95%	$6.5
BABA	0.02%	0.86%	$0.98
INTC	0.02%	2.48%	$0.5
CVX	0.01%	4.87%	$6.28
DIS	0.01%	0.88%	$0.75
XOM	0.01%	3.84%	$3.76
MBG.DE	0.01%	8.35%	$5.3
NESN.ZU	0.01%	3.5%	$3
00017.HK	0.01%	10.18%	$0.5
HPE	0.01%	2.9%	$0.51
SON	0.01%	4.63%	$2.05
AES	0.01%	6.68%	$0.68
VOW3.DE	0.01%	6.83%	$9.06
F	0.01%	7.44%	$0.78
LYB	0.01%	9.67%	$5.09
DVN	0.01%	3.6%	$2.05
9988.HK	0.01%	0.87%	$0.98
TTE.PA	0.01%	6.21%	$3.06
VZ	0.01%	6.27%	$2.66
SSABAH.HE	0.01%	4.33%	$0.43
SSTK	0.01%	7%	$1.14
BMW.DE	0.01%	5.59%	$6
ASC	0.01%	7.14%	$0.87
DOC	0.01%	7.05%	$1.2
PAH3.DE	0.01%	5.55%	$2.56
CARD.L	0.01%	5.23%	$0.05
RXL.PA	0.01%	4.83%	$1.2
LHA.DE	0.01%	4.22%	$0.3
UPS	0.01%	6.73%	$6.5
EOG	0.01%	3.55%	$5.06
HAS	0.01%	4.26%	$2.8
TFPM	0.01%	0.86%	$0.21
APA	0.01%	5.55%	$1
FMC	0.01%	5.53%	$2.32
PII	0.01%	6.52%	$2.62
JACK	0.01%	9.11%	$1.76
UNH	0.01%	2.89%	$7.74
EVRG	0.01%	4.07%	$2.54
0700.HK	0.01%	0.88%	$3.4
PSA	0.01%	3.98%	$12
MPC	0.01%	2.24%	$3.23
NXPI	0.01%	1.94%	$4.06
HAL	0.01%	3.39%	$0.66
NOMD	0.01%	3.76%	$0.3
GIS	0.01%	4.42%	$2.36
SMSN.L	0.01%	2.13%	$23.68
MTCH	0.01%	1.8%	-
GPC	0.01%	3.22%	$3.9
ST	0.01%	1.8%	$0.48
MDT.US	0.01%	3.24%	$2.77
AZN	0.01%	2.1%	$1.42
NUE	0.01%	1.83%	$2.13
TM	0.01%	3.13%	$4.64
MSFT	0%	0.69%	$3
NTES	0%	2.14%	$2.58
STMMI.MI	0%	1.25%	$0.28
MU	0%	0.43%	$0.46
SBUX	0%	2.74%	$2.24
AZN.L	0%	2.3%	$2.28
HD	0%	2.46%	$8.52
TME	0%	0.98%	$0.12
ABT	0%	1.71%	$2.16
NOVO-B.CO	0%	2.39%	$9.4
RYAAY	0%	1.51%	$0.93
ALB	0%	2.74%	$1.6
SYF	0%	1.82%	$1
CSL	0%	1.05%	$3.4
NVO	0%	1.63%	$0.98
IFX.DE	0%	0.98%	$0.35
TAN	0%	0.58%	-
AMAT	0%	1.01%	$1.44
ASML.NV	0%	0.97%	$6.1
META	0%	0.3%	$1
GE	0%	0.59%	$0.44
AAPL	0%	0.5%	$0.97
WDC	0%	0.18%	-
INTU	0%	0.54%	$3.6
CHDN	0%	0.42%	$0.38
TMO	0%	0.41%	$1.48
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
LYB	Pay Day	Jun 9, 2025	$1.37
CVX	Pay Day	Jun 10, 2025	$1.71
JNJ	Pay Day	Jun 10, 2025	$1.30
XOM	Pay Day	Jun 10, 2025	$0.99
MPC	Pay Day	Jun 10, 2025	$0.91
SON	Pay Day	Jun 10, 2025	$0.53
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
AMAT	Pay Day	Jun 12, 2025	$0.46
PSA	Ex-Dividend	Jun 12, 2025	$3.00
KO	Ex-Dividend	Jun 13, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
ALB	Ex-Dividend	Jun 13, 2025	$0.40
NTES	Pay Day	Jun 13, 2025	$0.68
DVN	Ex-Dividend	Jun 13, 2025	$0.24
TMO	Ex-Dividend	Jun 13, 2025	$0.43
O	Pay Day	Jun 13, 2025	$0.27
DOW	Pay Day	Jun 13, 2025	$0.70
ASC	Pay Day	Jun 13, 2025	$0.05
META	Ex-Dividend	Jun 16, 2025	$0.52
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
PII	Pay Day	Jun 16, 2025	$0.67
CWEN	Pay Day	Jun 16, 2025	$0.44
DOC	Ex-Dividend	Jun 16, 2025	$0.10
HD	Pay Day	Jun 18, 2025	$2.30
WDC	Pay Day	Jun 18, 2025	$0.10
HPE	Ex-Dividend	Jun 18, 2025	$0.13
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
SSTK	Pay Day	Jun 19, 2025	$0.33
EVRG	Pay Day	Jun 20, 2025	$0.67
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
HAL	Pay Day	Jun 25, 2025	$0.17
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
CARD.L	Pay Day	Jun 27, 2025	$0.05
PSA	Pay Day	Jun 27, 2025	$3.00
DOC	Pay Day	Jun 27, 2025	$0.10
PEP	Pay Day	Jun 30, 2025	$1.42
FMC	Ex-Dividend	Jun 30, 2025	$0.58
DVN	Pay Day	Jun 30, 2025	$0.24
NLY	Ex-Dividend	Jun 30, 2025	$0.70
STAG	Ex-Dividend	Jun 30, 2025	$0.12
KO	Pay Day	Jul 1, 2025	$0.51
ALB	Pay Day	Jul 1, 2025	$0.40
TTE.PA	Pay Day	Jul 1, 2025	$0.88
GPC	Pay Day	Jul 2, 2025	$1.03
NVDA	Pay Day	Jul 3, 2025	$0.01
MTCH	Ex-Dividend	Jul 3, 2025	$0.19
9988.HK	Pay Day	Jul 3, 2025	$0.25
MRK	Pay Day	Jul 8, 2025	$0.81
BABA	Pay Day	Jul 10, 2025	$0.95
INTU	Ex-Dividend	Jul 10, 2025	$1.04
TMO	Pay Day	Jul 15, 2025	$0.43
STAG	Pay Day	Jul 15, 2025	$0.12
FMC	Pay Day	Jul 17, 2025	$0.58
EOG	Ex-Dividend	Jul 17, 2025	$0.98
HPE	Pay Day	Jul 17, 2025	$0.13
INTU	Pay Day	Jul 18, 2025	$1.04
MTCH	Pay Day	Jul 18, 2025	$0.19
APA	Ex-Dividend	Jul 22, 2025	$0.25
DIS	Pay Day	Jul 23, 2025	$0.50
EOG	Pay Day	Jul 31, 2025	$0.98
NLY	Pay Day	Jul 31, 2025	$0.70
APA	Pay Day	Aug 22, 2025	$0.25
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 2.9/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.18

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-7.34

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.45

0.75

1.25

Information Ratio

-0.1

-1

0.3

0.6

Calmar Ratio

0.04

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.18

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-7.34

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.45

0.75

1.25

Information Ratio

-0.1

-1

0.3

0.6

Calmar Ratio

0.04

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.17

High:

TFPM

977.6

Low:

MCHP

-7,886.59

Details

PEG Ratio

356.97

High:

10,196.22

Low:

ALCRB.PA

-147.91

Details

Price/Book

5.36

High:

46.58

Low:

NIO

-144.34

Details

Price/Sales

4.49

High:

PCT.US

1,121.88

Low:

PCVX

Details

Price/CF

18.2

High:

MSTR

7,511.07

Low:

QVCGA

0.18

Details

Price/FCF

35.3

High:

WOLF

10,383.7

Low:

1966.HK

0.22

Details