Effective portfolio of JiriKalman on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.87%	7.02%	$1.66
NVO	0.33%	1.83%	$0.98
UNH	0.15%	3.02%	$7.74
00285.HK	0.12%	1.86%	$0.59
SAOC	0.11%	6.74%	$1.87
CMCSA	0.1%	3.66%	$1.2
MRK	0.09%	4.04%	$3.04
TSM	0.06%	0.96%	$1.74
SVSTL.L	0.05%	2546.05%	-
OGZDL.L	0.05%	67.74%	-
MNODL.L	0.04%	473.72%	-
GOOG	0.03%	0.42%	$0.2
WST	0.02%	0.4%	$0.8
MBT	0.02%	4.44%	-
SMH	0.01%	0.45%	-
AAPL	0.01%	0.48%	$0.97
SIG	0.01%	1.48%	$1.04
MONC.MI	0.01%	2.6%	$1.15
MC.PA	0.01%	2.78%	$13
ASML.NV	0%	1.04%	$6.1
GOOGL	0%	0.43%	$0.2
LKOD.L	0%	76.06%	-
RMS.PA	0%	1.11%	$25
WDC	0%	0.15%	-
V	0%	0.65%	$2.01
MSFT	0%	0.65%	$3
NVDA	0%	0.02%	$0.02
MA	0%	0.53%	$2.46
AXP	0%	1%	$2.6
RACE	0%	0.64%	$2.64
BKNG	0%	0.64%	$17.5
META	0%	0.29%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
CMCSA	Pay Day	Jul 23, 2025	$0.33
PFE	Ex-Dividend	Jul 25, 2025	$0.43
SIG	Ex-Dividend	Jul 25, 2025	$0.32
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
WST	Ex-Dividend	Jul 30, 2025	$0.21
ASML.NV	Pay Day	Aug 6, 2025	$1.87
WST	Pay Day	Aug 6, 2025	$0.21
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
SIG	Pay Day	Aug 22, 2025	$0.32
PFE	Pay Day	Sep 2, 2025	$0.43
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82
SMH	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 2.2/10

Beta

0.98

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-13.46

-14

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-1.21

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

0.98

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-13.46

-14

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-1.21

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.58

High:

TSLA

181.29

Low:

SVSTL.L

0.01

Details

PEG Ratio

98.5

High:

RMS.PA

801.51

Low:

SVSTL.L

Details

Price/Book

11.81

High:

75.39

Low:

BKNG

-30.51

Details

Price/Sales

7.95

High:

NVDA

28.57

Low:

00285.HK

0.39

Details

Price/CF

21.86

High:

TSLA

54.2

Low:

MNODL.L

0.75

Details

Price/FCF

38.32

High:

SAOC

326.13

Low:

SIG

7.51

Details

P/E Ratio

31.58

High:

TSLA

181.29

Low:

SVSTL.L

0.01

Details

PEG Ratio

98.5

High:

RMS.PA

801.51

Low:

SVSTL.L

Details

Worst Drawdowns

Depth	Start	End	Total months
-48%	Nov 2021	-	45

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🧬 Health Technology
36.54%
💻 Electronic Technology
26.64%
💵 Cash
11.73%
🖥️ Technology Services
7.56%
🏥 Health Services
5.06%
📊 ETFs
3.52%
💇‍♀️ Consumer Services
2.82%
⛏️ Energy Minerals
1.73%
🛍️ Retail Trade
1.27%
🍞 Consumer Non Durables
0.97%
💰 Finance
0.83%
📡 Communications
0.34%
🪙 Cryptocurrencies
0.26%
🧩 Miscellaneous
0.25%
🚗 Consumer Durables
0.2%
🪨 Non Energy Minerals
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.46%
🇺🇸 Nasdaq
27.4%
🇭🇰 Hong Kong Exchanges
6.21%
🇸🇦 Tadawul
1.66%
🇫🇷 Euronext Paris
0.63%
🇩🇪 Xetra ETFs
0.57%
🇳🇱 Euronext Amsterdam
0.39%
🇮🇹 Borsa Italiana
0.34%
🌍 Digital Currency
0.26%
🇬🇧 LSE
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
48.76%
🇩🇰 Denmark
17.88%
🇹🇼 Taiwan
6.66%
🇨🇳 China
6.21%
🇸🇦 Saudi Arabia
1.66%
🇧🇲 Bermuda
0.85%
🇫🇷 France
0.63%
🇮🇹 Italy
0.53%
🇷🇺 Russia
0.43%
🇳🇱 Netherlands
0.39%

Dividends

Dividend Yield

2.12%

32 out of 39 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.87%	7.02%	$1.66
NVO	0.33%	1.83%	$0.98
UNH	0.15%	3.02%	$7.74
00285.HK	0.12%	1.86%	$0.59
SAOC	0.11%	6.74%	$1.87
CMCSA	0.1%	3.66%	$1.2
MRK	0.09%	4.04%	$3.04
TSM	0.06%	0.96%	$1.74
SVSTL.L	0.05%	2546.05%	-
OGZDL.L	0.05%	67.74%	-
MNODL.L	0.04%	473.72%	-
GOOG	0.03%	0.42%	$0.2
WST	0.02%	0.4%	$0.8
MBT	0.02%	4.44%	-
SMH	0.01%	0.45%	-
AAPL	0.01%	0.48%	$0.97
SIG	0.01%	1.48%	$1.04
MONC.MI	0.01%	2.6%	$1.15
MC.PA	0.01%	2.78%	$13
ASML.NV	0%	1.04%	$6.1
GOOGL	0%	0.43%	$0.2
LKOD.L	0%	76.06%	-
RMS.PA	0%	1.11%	$25
WDC	0%	0.15%	-
V	0%	0.65%	$2.01
MSFT	0%	0.65%	$3
NVDA	0%	0.02%	$0.02
MA	0%	0.53%	$2.46
AXP	0%	1%	$2.6
RACE	0%	0.64%	$2.64
BKNG	0%	0.64%	$17.5
META	0%	0.29%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
CMCSA	Pay Day	Jul 23, 2025	$0.33
PFE	Ex-Dividend	Jul 25, 2025	$0.43
SIG	Ex-Dividend	Jul 25, 2025	$0.32
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
WST	Ex-Dividend	Jul 30, 2025	$0.21
ASML.NV	Pay Day	Aug 6, 2025	$1.87
WST	Pay Day	Aug 6, 2025	$0.21
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
SIG	Pay Day	Aug 22, 2025	$0.32
PFE	Pay Day	Sep 2, 2025	$0.43
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82
SMH	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 2.2/10

Beta

0.98

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-13.46

-14

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-1.21

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

0.98

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-13.46

-14

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-1.21

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.58

High:

TSLA

181.29

Low:

SVSTL.L

0.01

Details

PEG Ratio

98.5

High:

RMS.PA

801.51

Low:

SVSTL.L

Details

98.5

High:

RMS.PA

801.51

Low:

SVSTL.L

Details

38.32

High:

SAOC

326.13

Low:

SIG

7.51

Details

Depth

Start

End

Total months

-48%

Nov 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics