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

+6.02%

This Month

+11.13%

Year To Date

+89.01%

2 Years

+40.86%

5 Years

+52.25%

10 Years

+6.77%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
30.29%
📊 ETFs
24.66%
🚚 Transportation
10.42%
🏭 Industrial Services
6.05%
🚗 Consumer Durables
5.52%
🧩 Miscellaneous
4.86%
🍞 Consumer Non Durables
3.42%
🖥️ Technology Services
3.19%
🪙 Cryptocurrencies
3%
⛏️ Energy Minerals
2.95%
🧬 Health Technology
2.25%
🪨 Non Energy Minerals
2.01%
📦 Distribution Services
1.35%
💵 Cash
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.35%
🇺🇸 Nasdaq
24.04%
🌍 Digital Currency
3%
🇩🇰 Copenhagen Stock Exchange
2.95%
🇩🇪 FRA
2.81%
🇮🇹 Borsa Italiana
2.71%
🇫🇷 Euronext Paris
1.35%
🇩🇪 Xetra ETFs
0.76%

Countries Breakdown

Country
Total

🇺🇸 United States
47.82%
🇮🇱 Israel
7.47%
🇧🇷 Brazil
4.96%
🇬🇧 United Kingdom
3.66%
🇩🇪 Germany
2.81%
🇳🇱 Netherlands
2.71%
🇨🇦 Canada
1.53%
🇫🇷 France
1.35%

Dividends

Dividend Yield

4.88%

22 out of 31 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $SCM (15.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IIPR	0.87%	14.39%	$7.34
SCM	0.76%	15.63%	-
ZIM	0.56%	7.5%	$0.23
STLAM.MI	0.25%	9.25%	$1.55
PBR	0.24%	8.07%	$1.73
VICI	0.23%	6.23%	$1.66
BX	0.23%	3.67%	$3.36
O	0.22%	4.98%	$3.09
TRMD-A.CO	0.21%	7.11%	-
MBG.DE	0.19%	6.75%	$5.3
MO	0.18%	6.51%	$3.92
VALE	0.14%	7.16%	$1.33
PFE	0.14%	6.24%	$1.66
MAA	0.12%	4.8%	$5.81
EPD	0.11%	5.93%	$2.03
TROW	0.08%	5.25%	$4.92
RUI.PA	0.08%	6.1%	$1.98
ENB	0.08%	5.3%	$2.66
WPC	0.08%	4.96%	$3.67
BTI	0.04%	5.8%	$2.92
ACM	0.04%	1.32%	$0.84
MSFT	0.03%	0.85%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
EPD	Ex-Dividend	Apr 30, 2026	$0.55
MO	Pay Day	Apr 30, 2026	$1.06
MAA	Pay Day	Apr 30, 2026	$1.53
O	Ex-Dividend	Apr 30, 2026	$0.27
SCM	Ex-Dividend	Apr 30, 2026	$0.11
EPD	Pay Day	May 14, 2026	$0.55
O	Pay Day	May 15, 2026	$0.27
SCM	Pay Day	May 15, 2026	$0.11
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91
RUI.PA	Ex-Dividend	Jun 16, 2026	$2.42
RUI.PA	Pay Day	Jun 18, 2026	$2.42
BTI	Ex-Dividend	Jul 10, 2026	$0.83
BTI	Pay Day	Aug 19, 2026	$0.83

Performance Metrics

Score 3.6/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.31

High:

UPST

81.07

Low:

STLAM.MI

-0.95

Details

PEG Ratio

418.73

High:

WPC

3,366.62

Low:

PBR

3.98

Details

Price/Book

4.85

High:

18.3

Low:

-30.89

Details

Price/Sales

4.65

High:

10.41

Low:

STLAM.MI

0.14

Details

Price/CF

16.38

High:

64.88

Low:

ZIM

1.32

Details

Price/FCF

52.77

High:

MAA

2,924.9

Low:

ZIM

2.21

Details

P/E Ratio

27.31

High:

UPST

81.07

Low:

STLAM.MI

-0.95

Details

PEG Ratio

418.73

High:

WPC

3,366.62

Low:

PBR

3.98

Details

Price/Book

4.85

High:

18.3

Low:

-30.89

Details

Price/Sales

4.65

High:

10.41

Low:

STLAM.MI

0.14

Details

Price/CF

16.38

High:

64.88

Low:

ZIM

1.32

Details

Price/FCF

52.77

High:

MAA

2,924.9

Low:

ZIM

2.21

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
-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

+6.02%

This Month

+11.13%

Year To Date

+89.01%

2 Years

+40.86%

5 Years

+52.25%

10 Years

+6.77%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
30.29%
📊 ETFs
24.66%
🚚 Transportation
10.42%
🏭 Industrial Services
6.05%
🚗 Consumer Durables
5.52%
🧩 Miscellaneous
4.86%
🍞 Consumer Non Durables
3.42%
🖥️ Technology Services
3.19%
🪙 Cryptocurrencies
3%
⛏️ Energy Minerals
2.95%
🧬 Health Technology
2.25%
🪨 Non Energy Minerals
2.01%
📦 Distribution Services
1.35%
💵 Cash
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.35%
🇺🇸 Nasdaq
24.04%
🌍 Digital Currency
3%
🇩🇰 Copenhagen Stock Exchange
2.95%
🇩🇪 FRA
2.81%
🇮🇹 Borsa Italiana
2.71%
🇫🇷 Euronext Paris
1.35%
🇩🇪 Xetra ETFs
0.76%

Countries Breakdown

Country
Total

🇺🇸 United States
47.82%
🇮🇱 Israel
7.47%
🇧🇷 Brazil
4.96%
🇬🇧 United Kingdom
3.66%
🇩🇪 Germany
2.81%
🇳🇱 Netherlands
2.71%
🇨🇦 Canada
1.53%
🇫🇷 France
1.35%

Dividends

Dividend Yield

4.88%

22 out of 31 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $SCM (15.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IIPR	0.87%	14.39%	$7.34
SCM	0.76%	15.63%	-
ZIM	0.56%	7.5%	$0.23
STLAM.MI	0.25%	9.25%	$1.55
PBR	0.24%	8.07%	$1.73
VICI	0.23%	6.23%	$1.66
BX	0.23%	3.67%	$3.36
O	0.22%	4.98%	$3.09
TRMD-A.CO	0.21%	7.11%	-
MBG.DE	0.19%	6.75%	$5.3
MO	0.18%	6.51%	$3.92
VALE	0.14%	7.16%	$1.33
PFE	0.14%	6.24%	$1.66
MAA	0.12%	4.8%	$5.81
EPD	0.11%	5.93%	$2.03
TROW	0.08%	5.25%	$4.92
RUI.PA	0.08%	6.1%	$1.98
ENB	0.08%	5.3%	$2.66
WPC	0.08%	4.96%	$3.67
BTI	0.04%	5.8%	$2.92
ACM	0.04%	1.32%	$0.84
MSFT	0.03%	0.85%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
EPD	Ex-Dividend	Apr 30, 2026	$0.55
MO	Pay Day	Apr 30, 2026	$1.06
MAA	Pay Day	Apr 30, 2026	$1.53
O	Ex-Dividend	Apr 30, 2026	$0.27
SCM	Ex-Dividend	Apr 30, 2026	$0.11
EPD	Pay Day	May 14, 2026	$0.55
O	Pay Day	May 15, 2026	$0.27
SCM	Pay Day	May 15, 2026	$0.11
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91
RUI.PA	Ex-Dividend	Jun 16, 2026	$2.42
RUI.PA	Pay Day	Jun 18, 2026	$2.42
BTI	Ex-Dividend	Jul 10, 2026	$0.83
BTI	Pay Day	Aug 19, 2026	$0.83

Performance Metrics

Score 3.6/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.31

High:

UPST

81.07

Low:

STLAM.MI

-0.95

Details

PEG Ratio

418.73

High:

WPC

3,366.62

Low:

PBR

3.98

Details

Price/Book

4.85

High:

18.3

Low:

-30.89

Details

Price/Sales

4.65

High:

10.41

Low:

STLAM.MI

0.14

Details

Price/CF

16.38

High:

64.88

Low:

ZIM

1.32

Details

Price/FCF

52.77

High:

MAA

2,924.9

Low:

ZIM

2.21

Details

P/E Ratio

27.31

High:

UPST

81.07

Low:

STLAM.MI

-0.95

Details

PEG Ratio

418.73

High:

WPC

3,366.62

Low:

PBR

3.98

Details

Price/Book

4.85

High:

18.3

Low:

-30.89

Details

Price/Sales

4.65

High:

10.41

Low:

STLAM.MI

0.14

Details

Price/CF

16.38

High:

64.88

Low:

ZIM

1.32

Details

Price/FCF

52.77

High:

MAA

2,924.9

Low:

ZIM

2.21

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
-1.7%	Jul 2021	Aug 2021	1
-0.36%	Oct 2025	Nov 2025	1
-0.23%	May 2021	Jun 2021	1