Portfolio of IoanHiliuta on eToro

IoanHiliuta

🇮🇪 Stock and ETF Income Investor.

2 copiers.

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

Summary

+2.64%

This Month

+2.64%

Year To Date

+299.25%

2 Years

+208.97%

5 Years

+210.36%

10 Years

+20.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.01%
📊 ETFs
15.1%
🚚 Transportation
10.73%
🚗 Consumer Durables
6.78%
🏭 Industrial Services
6.3%
💻 Electronic Technology
5.53%
⛏️ Energy Minerals
5.31%
🪨 Non Energy Minerals
4.77%
🪙 Cryptocurrencies
3.81%
🧬 Health Technology
3.43%
🍞 Consumer Non Durables
2.5%
📡 Communications
2.42%
⚡ Utilities
2.39%
🧩 Miscellaneous
2.05%
🖥️ Technology Services
2.05%
📦 Distribution Services
1.3%
💵 Cash
0.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.51%
🇺🇸 Nasdaq
17.92%
🌍 Digital Currency
3.81%
🇩🇪 FRA
3.06%
🇮🇹 Borsa Italiana
3.01%
🇬🇧 LSE
2.93%
🇩🇰 Copenhagen Stock Exchange
2.12%
🇺🇸 Chicago Board Options Exchange
1.41%
🇳🇱 Euronext Amsterdam
1.4%
🇫🇷 Euronext Paris
1.3%

Countries Breakdown

Country
Total

🇺🇸 United States
51.56%
🇬🇧 United Kingdom
5.4%
🇮🇱 Israel
4.82%
🇧🇷 Brazil
3.68%
🇳🇱 Netherlands
3.15%
🇩🇪 Germany
3.06%
🇬🇷 Greece
2.67%
🇨🇦 Canada
2.55%
🇫🇷 France
1.3%
🇮🇹 Italy
1.26%
🇩🇰 Denmark
1.12%

Dividends

Dividend Yield

4.5%

40 out of 52 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ZIM (19.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.96%	19.88%	$0.23
IIPR	0.29%	15.25%	$7.34
SCM	0.25%	12.41%	-
PBR	0.24%	8.24%	$1.73
MBG.DE	0.23%	7.5%	$5.3
VICI	0.22%	6.13%	$1.66
BX	0.18%	3.09%	$3.36
STLAM.MI	0.15%	8.45%	$1.55
PFE	0.15%	6.77%	$1.66
O	0.14%	5.25%	$3.09
RIO.L	0.13%	4.3%	$3.41
EPD	0.12%	6.64%	$2.03
INSW	0.12%	5.21%	$5.74
F	0.11%	5.65%	$0.78
MAA	0.1%	4.53%	$5.81
TRMD-A.CO	0.09%	9.31%	-
MO	0.09%	6.81%	$3.92
ENB	0.09%	5.75%	$2.66
RUI.PA	0.08%	6.24%	$1.98
WPC	0.08%	5.18%	$3.67
ISP.MI	0.08%	6.27%	$0.3
XOM	0.07%	3.05%	$3.76
VALE	0.07%	8.49%	$1.33
INGA.NV	0.06%	4.44%	$1.11
DANSKE.CO	0.06%	5.46%	$14.5
VOD	0.05%	3.6%	$0.94
TROW	0.05%	4.92%	$4.92
T	0.05%	4.77%	$1.11
ABBV	0.04%	3.13%	$6.06
SBLK	0.04%	1.42%	$1.82
PG	0.03%	2.89%	$3.83
ACM	0.02%	1.14%	$0.84
MSFT	0.02%	0.77%	$3
VST	0.01%	0.58%	$0.85
LNG	0.01%	1.01%	$1.7
CGNX	0.01%	0.84%	$0.3
AAPL	0.01%	0.42%	$0.97
TER	0%	0.22%	$0.46
HWM	0%	0.2%	$0.19
CCJ	0%	0.15%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

2.25

Jensen's Alpha

15.8

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

2.33

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

2.25

Jensen's Alpha

15.8

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

2.33

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.61

High:

UPST

195.83

Low:

STLAM.MI

-9.75

Details

PEG Ratio

479.33

High:

3,157.55

Low:

5.05

Details

Price/Book

5.4

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.07

High:

CCJ

20.36

Low:

STLAM.MI

0.16

Details

Price/CF

16.48

High:

61.93

Low:

ZIM

0.61

Details

Price/FCF

41.38

High:

MAA

3,373.93

Low:

ZIM

1.1

Details

P/E Ratio

26.61

High:

UPST

195.83

Low:

STLAM.MI

-9.75

Details

PEG Ratio

479.33

High:

3,157.55

Low:

5.05

Details

Price/Book

5.4

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.07

High:

CCJ

20.36

Low:

STLAM.MI

0.16

Details

Price/CF

16.48

High:

61.93

Low:

ZIM

0.61

Details

Price/FCF

41.38

High:

MAA

3,373.93

Low:

ZIM

1.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-34.82%	Sep 2021	May 2024	32
-19.49%	Jan 2020	Jan 2021	12
-12.65%	Jun 2024	Oct 2024	4
-5.63%	Dec 2024	Jun 2025	6
-1.7%	Jul 2021	Aug 2021	1
-0.36%	Oct 2025	Nov 2025	1
-0.23%	May 2021	Jun 2021	1

Monthly Performance

Portfolio of IoanHiliuta on eToro

IoanHiliuta

🇮🇪 Stock and ETF Income Investor.

2 copiers.

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

Summary

+2.64%

This Month

+2.64%

Year To Date

+299.25%

2 Years

+208.97%

5 Years

+210.36%

10 Years

+20.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.01%
📊 ETFs
15.1%
🚚 Transportation
10.73%
🚗 Consumer Durables
6.78%
🏭 Industrial Services
6.3%
💻 Electronic Technology
5.53%
⛏️ Energy Minerals
5.31%
🪨 Non Energy Minerals
4.77%
🪙 Cryptocurrencies
3.81%
🧬 Health Technology
3.43%
🍞 Consumer Non Durables
2.5%
📡 Communications
2.42%
⚡ Utilities
2.39%
🧩 Miscellaneous
2.05%
🖥️ Technology Services
2.05%
📦 Distribution Services
1.3%
💵 Cash
0.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.51%
🇺🇸 Nasdaq
17.92%
🌍 Digital Currency
3.81%
🇩🇪 FRA
3.06%
🇮🇹 Borsa Italiana
3.01%
🇬🇧 LSE
2.93%
🇩🇰 Copenhagen Stock Exchange
2.12%
🇺🇸 Chicago Board Options Exchange
1.41%
🇳🇱 Euronext Amsterdam
1.4%
🇫🇷 Euronext Paris
1.3%

Countries Breakdown

Country
Total

🇺🇸 United States
51.56%
🇬🇧 United Kingdom
5.4%
🇮🇱 Israel
4.82%
🇧🇷 Brazil
3.68%
🇳🇱 Netherlands
3.15%
🇩🇪 Germany
3.06%
🇬🇷 Greece
2.67%
🇨🇦 Canada
2.55%
🇫🇷 France
1.3%
🇮🇹 Italy
1.26%
🇩🇰 Denmark
1.12%

Dividends

Dividend Yield

4.5%

40 out of 52 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ZIM (19.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.96%	19.88%	$0.23
IIPR	0.29%	15.25%	$7.34
SCM	0.25%	12.41%	-
PBR	0.24%	8.24%	$1.73
MBG.DE	0.23%	7.5%	$5.3
VICI	0.22%	6.13%	$1.66
BX	0.18%	3.09%	$3.36
STLAM.MI	0.15%	8.45%	$1.55
PFE	0.15%	6.77%	$1.66
O	0.14%	5.25%	$3.09
RIO.L	0.13%	4.3%	$3.41
EPD	0.12%	6.64%	$2.03
INSW	0.12%	5.21%	$5.74
F	0.11%	5.65%	$0.78
MAA	0.1%	4.53%	$5.81
TRMD-A.CO	0.09%	9.31%	-
MO	0.09%	6.81%	$3.92
ENB	0.09%	5.75%	$2.66
RUI.PA	0.08%	6.24%	$1.98
WPC	0.08%	5.18%	$3.67
ISP.MI	0.08%	6.27%	$0.3
XOM	0.07%	3.05%	$3.76
VALE	0.07%	8.49%	$1.33
INGA.NV	0.06%	4.44%	$1.11
DANSKE.CO	0.06%	5.46%	$14.5
VOD	0.05%	3.6%	$0.94
TROW	0.05%	4.92%	$4.92
T	0.05%	4.77%	$1.11
ABBV	0.04%	3.13%	$6.06
SBLK	0.04%	1.42%	$1.82
PG	0.03%	2.89%	$3.83
ACM	0.02%	1.14%	$0.84
MSFT	0.02%	0.77%	$3
VST	0.01%	0.58%	$0.85
LNG	0.01%	1.01%	$1.7
CGNX	0.01%	0.84%	$0.3
AAPL	0.01%	0.42%	$0.97
TER	0%	0.22%	$0.46
HWM	0%	0.2%	$0.19
CCJ	0%	0.15%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

2.25

Jensen's Alpha

15.8

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

2.33

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

2.25

Jensen's Alpha

15.8

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

2.33

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.61

High:

UPST

195.83

Low:

STLAM.MI

-9.75

Details

PEG Ratio

479.33

High:

3,157.55

Low:

5.05

Details

Price/Book

5.4

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.07

High:

CCJ

20.36

Low:

STLAM.MI

0.16

Details

Price/CF

16.48

High:

61.93

Low:

ZIM

0.61

Details

Price/FCF

41.38

High:

MAA

3,373.93

Low:

ZIM

1.1

Details

P/E Ratio

26.61

High:

UPST

195.83

Low:

STLAM.MI

-9.75

Details

PEG Ratio

479.33

High:

3,157.55

Low:

5.05

Details

Price/Book

5.4

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.07

High:

CCJ

20.36

Low:

STLAM.MI

0.16

Details

Price/CF

16.48

High:

61.93

Low:

ZIM

0.61

Details

Price/FCF

41.38

High:

MAA

3,373.93

Low:

ZIM

1.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-34.82%	Sep 2021	May 2024	32
-19.49%	Jan 2020	Jan 2021	12
-12.65%	Jun 2024	Oct 2024	4
-5.63%	Dec 2024	Jun 2025	6
-1.7%	Jul 2021	Aug 2021	1
-0.36%	Oct 2025	Nov 2025	1
-0.23%	May 2021	Jun 2021	1