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

-1.92%

This Month

+10.09%

Year To Date

+290.25%

2 Years

+256.54%

5 Years

+190.23%

10 Years

+19.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.16%
📊 ETFs
16.16%
🚚 Transportation
10.05%
🚗 Consumer Durables
8.26%
🪨 Non Energy Minerals
5.82%
⛏️ Energy Minerals
5.78%
🏭 Industrial Services
5.02%
💻 Electronic Technology
4.45%
🧬 Health Technology
4.25%
🪙 Cryptocurrencies
4.15%
🍞 Consumer Non Durables
2.98%
📡 Communications
2.94%
🖥️ Technology Services
1.72%
🧩 Miscellaneous
1.59%
📦 Distribution Services
1.48%
⚡ Utilities
1.15%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
60.84%
🇺🇸 Nasdaq
17.88%
🌍 Digital Currency
4.15%
🇮🇹 Borsa Italiana
3.88%
🇩🇪 FRA
3.5%
🇬🇧 LSE
3.39%
🇩🇰 Copenhagen Stock Exchange
2.34%
🇫🇷 Euronext Paris
1.48%
🇳🇱 Euronext Amsterdam
1.29%
🇺🇸 Chicago Board Options Exchange
1.24%

Countries Breakdown

Country
Total

🇺🇸 United States
48.23%
🇬🇧 United Kingdom
6.39%
🇧🇷 Brazil
4.8%
🇳🇱 Netherlands
3.71%
🇮🇱 Israel
3.67%
🇩🇪 Germany
3.5%
🇬🇷 Greece
2.73%
🇨🇦 Canada
2.51%
🇫🇷 France
1.48%
🇮🇹 Italy
1.46%
🇩🇰 Denmark
1.2%

Dividends

Dividend Yield

5.99%

40 out of 51 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	1.85%	50.48%	$0.23
PBR	0.51%	15.78%	$1.73
MBG.DE	0.28%	8.01%	$5.3
SCM	0.21%	13.19%	-
RIO.L	0.19%	5.5%	$3.41
STLAM.MI	0.18%	7.42%	$1.55
PFE	0.18%	6.97%	$1.66
INSW	0.18%	7.06%	$5.74
TRMD-A.CO	0.18%	15.37%	-
BX	0.18%	2.66%	$3.36
O	0.15%	5.31%	$3.09
F	0.15%	6.26%	$0.78
IIPR	0.14%	13.91%	$7.34
VICI	0.14%	5.6%	$1.66
EPD	0.13%	7.04%	$2.03
SBLK	0.12%	4.49%	$1.82
MO	0.11%	6.4%	$3.92
MAA	0.1%	4.56%	$5.81
VALE	0.1%	6.38%	$1.33
RUI.PA	0.1%	6.64%	$1.98
WPC	0.1%	5.21%	$3.67
ENB	0.1%	5.81%	$2.66
XOM	0.09%	3.53%	$3.76
ISP.MI	0.09%	6.19%	$0.3
VOD	0.07%	4.04%	$0.94
DANSKE.CO	0.07%	6.18%	$14.5
INGA.NV	0.07%	5.19%	$1.11
TROW	0.06%	4.84%	$4.92
ABBV	0.05%	2.83%	$6.06
T	0.05%	4.26%	$1.11
PG	0.03%	2.75%	$3.83
MSFT	0.01%	0.66%	$3
AAPL	0.01%	0.39%	$0.97
LNG	0.01%	0.9%	$1.7
ACM	0.01%	0.78%	$0.84
CGNX	0.01%	0.68%	$0.3
VST	0.01%	0.46%	$0.85
TER.RTH	0%	0.35%	$0.46
HWM	0%	0.23%	$0.19
CCJ	0%	0.14%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Oct 24, 2025	$1.06
EPD	Ex-Dividend	Oct 31, 2025	$0.55
MAA	Pay Day	Oct 31, 2025	$1.52
O	Ex-Dividend	Oct 31, 2025	$0.27
T	Pay Day	Nov 3, 2025	$0.28
PFE	Ex-Dividend	Nov 7, 2025	$0.43
HWM	Ex-Dividend	Nov 7, 2025	$0.12
ABBV	Pay Day	Nov 14, 2025	$1.64
EPD	Pay Day	Nov 14, 2025	$0.55
ENB	Ex-Dividend	Nov 14, 2025	$0.68
O	Pay Day	Nov 14, 2025	$0.27
PG	Pay Day	Nov 17, 2025	$1.06
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
HWM	Pay Day	Nov 25, 2025	$0.12
PFE	Pay Day	Dec 1, 2025	$0.43
ENB	Pay Day	Dec 1, 2025	$0.68
MSFT	Pay Day	Dec 11, 2025	$0.91

Performance Metrics

Score 7.1/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

2.28

Jensen's Alpha

16.72

-2

Omega Ratio

1.56

1.5

2.5

Treynor Ratio

2.4

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

2.28

Jensen's Alpha

16.72

-2

Omega Ratio

1.56

1.5

2.5

Treynor Ratio

2.4

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.9

High:

ABBV

110.44

Low:

UPST

-658.19

Details

PEG Ratio

1,448.31

High:

AAPL

27,104.01

Low:

UPST

-679.2

Details

Price/Book

5.71

High:

AAPL

59.18

Low:

ABBV

-2,239.96

Details

Price/Sales

4.05

High:

CCJ

14.62

Low:

STLAM.MI

0.18

Details

Price/CF

15.93

High:

55.06

Low:

ZIM

0.56

Details

Price/FCF

36.24

High:

VALE

565.82

Low:

ZIM

0.87

Details