Portfolio of IoanHiliuta on eToro

IoanHiliuta

🇮🇪 Stock and ETF Income 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

-1.7%

This Month

+7.08%

Year To Date

+83.07%

2 Years

+29.4%

5 Years

+46.69%

10 Years

+5.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.24%
📊 ETFs
27.42%
🚚 Transportation
9.07%
🏭 Industrial Services
6.87%
🚗 Consumer Durables
5.68%
🧩 Miscellaneous
4.85%
🖥️ Technology Services
3.73%
🍞 Consumer Non Durables
3.35%
🪙 Cryptocurrencies
2.41%
🧬 Health Technology
1.99%
🪨 Non Energy Minerals
1.83%
📦 Distribution Services
1.48%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.04%
🇺🇸 Nasdaq
28.02%
🇩🇪 FRA
2.88%
🇮🇹 Borsa Italiana
2.8%
🌍 Digital Currency
2.41%
🇩🇰 Copenhagen Stock Exchange
2.27%
🇫🇷 Euronext Paris
1.48%
🇩🇪 Xetra ETFs
1.03%

Countries Breakdown

Country
Total

🇺🇸 United States
49.58%
🇮🇱 Israel
6.8%
🇬🇧 United Kingdom
3.01%
🇩🇪 Germany
2.88%
🇳🇱 Netherlands
2.8%
🇧🇷 Brazil
1.83%
🇨🇦 Canada
1.71%
🇫🇷 France
1.48%

Dividends

Dividend Yield

4.32%

20 out of 30 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $SCM (16.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCM	0.8%	16.53%	-
IIPR	0.76%	13.01%	$7.34
ZIM	0.53%	7.82%	$0.23
BX	0.29%	4.32%	$3.36
VICI	0.24%	6.54%	$1.66
O	0.21%	5.41%	$3.09
MBG.DE	0.21%	7.17%	$5.3
TRMD-A.CO	0.19%	8.54%	-
MO	0.16%	6%	$3.92
MAA	0.14%	4.64%	$5.81
PFE	0.13%	6.69%	$1.66
VALE	0.11%	5.76%	$1.33
EPD	0.1%	5.74%	$2.03
RUI.PA	0.09%	5.79%	$1.98
ENB	0.08%	4.83%	$2.66
TROW	0.08%	4.85%	$4.92
WPC	0.07%	4.95%	$3.67
ACM	0.06%	1.64%	$0.84
BTI	0.04%	5.72%	$2.92
MSFT	0.03%	0.83%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Jun 11, 2026	$0.91
PFE	Pay Day	Jun 12, 2026	$0.43
MO	Ex-Dividend	Jun 15, 2026	$1.06
TROW	Ex-Dividend	Jun 15, 2026	$1.30
O	Pay Day	Jun 15, 2026	$0.27
RUI.PA	Ex-Dividend	Jun 16, 2026	$2.42
RUI.PA	Pay Day	Jun 18, 2026	$2.42
TROW	Pay Day	Jun 29, 2026	$1.30
SCM	Ex-Dividend	Jun 30, 2026	$0.11
MO	Pay Day	Jul 10, 2026	$1.06
BTI	Ex-Dividend	Jul 10, 2026	$0.83
MAA	Ex-Dividend	Jul 15, 2026	$1.53
SCM	Pay Day	Jul 15, 2026	$0.11
MAA	Pay Day	Jul 31, 2026	$1.53
BTI	Pay Day	Aug 19, 2026	$0.83

Performance Metrics

Score 3.7/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

-1.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

-1.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.66

High:

UPST

83.3

Low:

STLAM.MI

-0.83

Details

PEG Ratio

273.62

High:

EPD

1,399.13

Low:

BTI

7.29

Details

Price/Book

5.11

High:

17.42

Low:

-36.73

Details

Price/Sales

5.07

High:

MSFT

10.01

Low:

STLAM.MI

0.12

Details

5.11

High:

17.42

Low:

-36.73

Details

Price/Sales

5.07

High:

MSFT

10.01

Low:

STLAM.MI

0.12

Details

Price/CF

15.54

High:

91.36

Low:

ZIM

2.34

Details

Price/FCF

54.21

High:

MAA

2,924.9

Low:

ZIM

6.13

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-34.82%	Sep 2021	Nov 2024	38
-19.48%	Jan 2020	Jan 2021	12
-5.63%	Dec 2024	Jun 2025	6
-3.96%	Mar 2026	Apr 2026	1
-3.26%	May 2026	-	2
-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.

1 copier.

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

Summary

-1.7%

This Month

+7.08%

Year To Date

+83.07%

2 Years

+29.4%

5 Years

+46.69%

10 Years

+5.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.24%
📊 ETFs
27.42%
🚚 Transportation
9.07%
🏭 Industrial Services
6.87%
🚗 Consumer Durables
5.68%
🧩 Miscellaneous
4.85%
🖥️ Technology Services
3.73%
🍞 Consumer Non Durables
3.35%
🪙 Cryptocurrencies
2.41%
🧬 Health Technology
1.99%
🪨 Non Energy Minerals
1.83%
📦 Distribution Services
1.48%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.04%
🇺🇸 Nasdaq
28.02%
🇩🇪 FRA
2.88%
🇮🇹 Borsa Italiana
2.8%
🌍 Digital Currency
2.41%
🇩🇰 Copenhagen Stock Exchange
2.27%
🇫🇷 Euronext Paris
1.48%
🇩🇪 Xetra ETFs
1.03%

Countries Breakdown

Country
Total

🇺🇸 United States
49.58%
🇮🇱 Israel
6.8%
🇬🇧 United Kingdom
3.01%
🇩🇪 Germany
2.88%
🇳🇱 Netherlands
2.8%
🇧🇷 Brazil
1.83%
🇨🇦 Canada
1.71%
🇫🇷 France
1.48%

Dividends

Dividend Yield

4.32%

20 out of 30 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $SCM (16.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCM	0.8%	16.53%	-
IIPR	0.76%	13.01%	$7.34
ZIM	0.53%	7.82%	$0.23
BX	0.29%	4.32%	$3.36
VICI	0.24%	6.54%	$1.66
O	0.21%	5.41%	$3.09
MBG.DE	0.21%	7.17%	$5.3
TRMD-A.CO	0.19%	8.54%	-
MO	0.16%	6%	$3.92
MAA	0.14%	4.64%	$5.81
PFE	0.13%	6.69%	$1.66
VALE	0.11%	5.76%	$1.33
EPD	0.1%	5.74%	$2.03
RUI.PA	0.09%	5.79%	$1.98
ENB	0.08%	4.83%	$2.66
TROW	0.08%	4.85%	$4.92
WPC	0.07%	4.95%	$3.67
ACM	0.06%	1.64%	$0.84
BTI	0.04%	5.72%	$2.92
MSFT	0.03%	0.83%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Jun 11, 2026	$0.91
PFE	Pay Day	Jun 12, 2026	$0.43
MO	Ex-Dividend	Jun 15, 2026	$1.06
TROW	Ex-Dividend	Jun 15, 2026	$1.30
O	Pay Day	Jun 15, 2026	$0.27
RUI.PA	Ex-Dividend	Jun 16, 2026	$2.42
RUI.PA	Pay Day	Jun 18, 2026	$2.42
TROW	Pay Day	Jun 29, 2026	$1.30
SCM	Ex-Dividend	Jun 30, 2026	$0.11
MO	Pay Day	Jul 10, 2026	$1.06
BTI	Ex-Dividend	Jul 10, 2026	$0.83
MAA	Ex-Dividend	Jul 15, 2026	$1.53
SCM	Pay Day	Jul 15, 2026	$0.11
MAA	Pay Day	Jul 31, 2026	$1.53
BTI	Pay Day	Aug 19, 2026	$0.83

Performance Metrics

Score 3.7/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

-1.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

-1.71

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

2.34

Details

Price/FCF

54.21

High:

MAA

2,924.9

Low:

ZIM

6.13

Details

P/E Ratio

27.66

High:

UPST

83.3

Low:

STLAM.MI

-0.83

Details

PEG Ratio

273.62

High:

EPD

1,399.13

Low:

BTI

7.29

Details

Price/Book

5.11

High:

17.42

Low:

-36.73

Details

Price/Sales

5.07

High:

MSFT

10.01

Low:

STLAM.MI

0.12

Details

Price/CF

15.54

High:

91.36

Low:

ZIM

2.34

Details

Price/FCF

54.21

High:

MAA

2,924.9

Low:

ZIM

6.13

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-34.82%	Sep 2021	Nov 2024	38
-19.48%	Jan 2020	Jan 2021	12
-5.63%	Dec 2024	Jun 2025	6
-3.96%	Mar 2026	Apr 2026	1
-3.26%	May 2026	-	2
-1.7%	Jul 2021	Aug 2021	1
-0.36%	Oct 2025	Nov 2025	1
-0.23%	May 2021	Jun 2021	1