Effective portfolio of Kavalski on eToro

Loading...

Kavalski

🇧🇬 Stock and ETF Investor.

1 copier.

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

Effective Portfolio

Summary

+0.85%

Today

+3.04%

This Month

+4.07%

Year To Date

-0.51%

2 Years

-66.85%

5 Years

-25.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
22.4%
💰 Finance
15.1%
🖥️ Technology Services
13.08%
💻 Electronic Technology
7.34%
⛏️ Energy Minerals
7.04%
🍞 Consumer Non Durables
6.27%
💵 Cash
6.15%
🛍️ Retail Trade
5.34%
⚡ Utilities
3.93%
🧬 Health Technology
3.88%
💼 Commercial Services
1.38%
🪙 Cryptocurrencies
1.22%
🚚 Transportation
0.62%
🪨 Non Energy Minerals
0.54%
🛠️ Producer Manufacturing
0.45%
🏥 Health Services
0.39%
🏭 Industrial Services
0.36%
🚗 Consumer Durables
0.35%
🧩 Miscellaneous
0.31%
💇‍♀️ Consumer Services
0.17%
📦 Distribution Services
0.13%
❓ Other
0.09%
📈 Indexes
0.05%
🧪 Process Industries
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43%
🇺🇸 Nasdaq
20.09%
🇩🇪 Xetra ETFs
17.43%
🇬🇧 LSE
4.77%
🌍 Digital Currency
1.22%
🇫🇷 Euronext Paris
0.63%
🇩🇪 FRA
0.61%
🇸🇪 Stockholm Stock Exchange
0.49%
🇮🇹 Borsa Italiana
0.44%
🇳🇱 Euronext Amsterdam
0.42%
🇭🇰 Hong Kong Exchanges
0.38%
🇨🇭 SIX
0.35%
🇪🇸 Bolsa De Madrid
0.22%
🇺🇸 Chicago Board Options Exchange
0.1%
🇩🇰 Copenhagen Stock Exchange
0.1%
🇦🇪 Dubai Financial Market
0.09%
🌍 CFD
0.05%
🇳🇴 Oslo Stock Exchange
0.05%
🇫🇮 Helsinki Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
40.07%
🇧🇷 Brazil
6%
🇮🇱 Israel
5.65%
🇬🇧 United Kingdom
4.64%
🇧🇲 Bermuda
3.68%
🇨🇴 Colombia
0.88%
🇨🇳 China
0.73%
🇫🇷 France
0.63%
🇩🇪 Germany
0.61%
🇳🇱 Netherlands
0.47%
🇮🇹 Italy
0.44%
🇸🇪 Sweden
0.42%
🇨🇭 Switzerland
0.35%
🇰🇷 South Korea
0.3%
🇨🇦 Canada
0.26%
🇹🇼 Taiwan
0.26%
🇩🇰 Denmark
0.26%
🇪🇸 Spain
0.22%
🇱🇺 Luxembourg
0.19%
🇮🇪 Ireland
0.12%
🇫🇮 Finland
0.1%
🇬🇷 Greece
0.08%
🇳🇴 Norway
0.05%
🇷🇺 Russia
0%

Dividends

Dividend Yield

2.54%

108 out of 149 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.68%	11.49%	$2.21
BGS	0.61%	16.8%	$0.76
BIP	0.19%	5.19%	$0.41
SPHD	0.15%	3.44%	-
BMY	0.12%	5.13%	$2.34
MET	0.11%	2.88%	$2.11
WU	0.09%	11.04%	$0.94
GPRK	0.08%	8.6%	$0.55
VGWD.DE	0.06%	2.44%	-
PLUS.L	0.04%	5.17%	$1.33
WMT	0.04%	0.98%	$0.81
SPM.MI	0.02%	7.04%	-
MBG.DE	0.02%	8.44%	$5.3
AAPL	0.01%	0.47%	$0.97
TX	0.01%	8.55%	$3.3
EVO.ST	0.01%	3.63%	$31.03
BATS.L	0.01%	6.25%	$2.36
UNH	0.01%	3%	$7.74
PAGP	0.01%	9.31%	$1.17
MC.PA	0.01%	2.8%	$13
PFE	0.01%	6.84%	$1.66
EMAAR.AE	0.01%	14.36%	-
LHA.DE	0.01%	4.02%	$0.3
EUN5.DE	0.01%	3.39%	-
MSFT	0.01%	0.66%	$3
EMG.L	0.01%	7.15%	$0.13
GS	0.01%	1.85%	$11
EUNT.DE	0.01%	2.97%	-
C	0.01%	2.42%	$2.12
IBE.MC	0.01%	3.26%	$0.45
JPM	0.01%	1.82%	$4.4
INTC	0.01%	2.15%	$0.5
NDA_SE.ST	0.01%	7.74%	$10.62
SMSN.L	0.01%	1.97%	$23.68
GOOG	0.01%	0.42%	$0.2
IAG.L	0%	1.93%	-
ISP.MI	0%	6.94%	$0.3
HST	0%	4.88%	$0.78
INGA.NV	0%	5.43%	$1.11
LAND.L	0%	6.84%	$0.4
ENI.MI	0%	7.21%	$0.94
UBSG.ZU	0%	2.51%	$0.64
VCTR	0%	2.67%	$1.35
AMLP	0%	8.03%	-
ITUB	0%	5.38%	$0.15
AXP	0%	1%	$2.6
SW.PA	0%	5.07%	$3.1
NEXI.MI	0%	4.89%	-
HSBC	0%	5.12%	$3.03
BAER.ZU	0%	4.68%	$2.6
DAC	0%	3.74%	$3.15
ASML.NV	0%	1.08%	$6.1
BABA	0%	0.86%	$0.98
NVO	0%	1.77%	$0.98
KO	0%	2.9%	$1.89
RF.PA	0%	4.2%	$2.42
META	0%	0.29%	$1
NWG	0%	3.95%	$0.42
TSM	0%	0.97%	$1.74
MCD	0%	2.35%	$6.53
FORTUM.HE	0%	8.67%	$1.15
AALB.NV	0%	3.69%	$1.13
EMAARDEV.AE	0%	10.6%	-
EQT	0%	1.16%	$0.62
ABBN.ZU	0%	1.75%	$0.87
B	0%	1.78%	$0.4
FCX	0%	1.31%	$0.6
01211.HK	0%	1.08%	$3.41
ORCL	0%	0.76%	$1.6
BCS	0%	2.25%	$0.39
NKE	0%	2.09%	$1.45
GE	0%	0.49%	$0.44
CDI.PA	0%	2.93%	$13
ELIS.PA	0%	1.82%	$0.43
NOVO-B.CO	0%	2.7%	$9.4
BOL.ST	0%	2.53%	$7.5
DELL	0%	1.56%	$1.63
QQQ	0%	0.58%	-
RR.L	0%	0.61%	-
VOO	0%	1.29%	-
V	0%	0.65%	$2.01
VALE	0%	7.21%	$1.33
9988.HK	0%	0.88%	$0.98
TEP.PA	0%	4.96%	$3.85
AGRO	0%	3.68%	$0.33
DAL	0%	1.14%	$0.3
ORK.OL	0%	3.7%	$3
RHM.DE	0%	0.46%	$5.7
NHY.OL	0%	3.53%	$2.5
LMT	0%	3.17%	$12.45
WY	0%	3.15%	$0.78
INDA	0%	0.74%	-
LDOS	0%	0.99%	$1.5
PUK	0%	1.86%	$0.41
HAS	0%	3.61%	$2.8
AMAT	0%	0.92%	$1.44
NOC	0%	1.5%	$7.67
MCK	0%	0.4%	$2.48
SPY	0%	1.21%	-
NVDA	0%	0.02%	$0.02
BLK	0%	1.88%	$20.2
ASML	0%	0.86%	$5.57
NDA.DE	0%	1.6%	$1.4
0700.HK	0%	0.86%	$3.4
GOOGL	0%	0.42%	$0.2
NVTKL.L	0%	109.46%	-
MU	0%	0.42%	$0.46
KER.PA	0%	2.96%	$14

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Jul 24, 2025	$0.50
GE	Pay Day	Jul 25, 2025	$0.36
PFE	Ex-Dividend	Jul 25, 2025	$0.43
LAND.L	Pay Day	Jul 25, 2025	$0.16
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
01211.HK	Pay Day	Jul 29, 2025	$0.55
ASML	Ex-Dividend	Jul 29, 2025	$1.86
IBE.MC	Pay Day	Jul 30, 2025	$0.46
BGS	Pay Day	Jul 30, 2025	$0.19
JPM	Pay Day	Jul 31, 2025	$1.40
PAGP	Ex-Dividend	Jul 31, 2025	$0.38
DAL	Ex-Dividend	Jul 31, 2025	$0.19
FCX	Pay Day	Aug 1, 2025	$0.15
BMY	Pay Day	Aug 1, 2025	$0.62
DELL	Pay Day	Aug 1, 2025	$0.52
C	Ex-Dividend	Aug 4, 2025	$0.60
MET	Ex-Dividend	Aug 5, 2025	$0.57
ASML	Pay Day	Aug 6, 2025	$1.86
ASML.NV	Pay Day	Aug 6, 2025	$1.87
EQT	Ex-Dividend	Aug 6, 2025	$0.16
AXP	Pay Day	Aug 8, 2025	$0.82
PAGP	Pay Day	Aug 14, 2025	$0.38
WMT	Ex-Dividend	Aug 15, 2025	$0.24
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
DAL	Pay Day	Aug 21, 2025	$0.19
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
C	Pay Day	Aug 22, 2025	$0.60
GS	Ex-Dividend	Aug 29, 2025	$4.00
PFE	Pay Day	Sep 2, 2025	$0.43
WMT	Pay Day	Sep 2, 2025	$0.24
LMT	Ex-Dividend	Sep 2, 2025	$3.30
EQT	Pay Day	Sep 2, 2025	$0.16
MET	Pay Day	Sep 9, 2025	$0.57
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
KO	Ex-Dividend	Sep 15, 2025	$0.51
TSM	Ex-Dividend	Sep 16, 2025	$0.82
LMT	Pay Day	Sep 26, 2025	$3.30
GS	Pay Day	Sep 29, 2025	$4.00
KO	Pay Day	Oct 1, 2025	$0.51
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
TSM	Pay Day	Oct 9, 2025	$0.82
BATS.L	Pay Day	Nov 7, 2025	$0.76
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 2.5/10

Beta

0.11

0.11

0

0.8

1.2

0

2

Sharpe Ratio

-1.05

-1.05

-2

0.5

1

1.5

1.5

Sortino Ratio

-1.08

-1.08

-2

1

2

3

3

Jensen's Alpha

-26.5

-26.5

-27

0

2

4.5

4.5

Omega Ratio

0.33

0.33

0

1

1.5

2.5

2.5

Treynor Ratio

-22.2

-22.2

-23

0.75

1.25

2

2

Information Ratio

-1.11

-1.11

-2

0.3

0.6

1

1

Calmar Ratio

-0.38

-0.38

-1

0.3

0.6

1

1

Beta

0.11

0.11

0

0.8

1.2

0

2

Sharpe Ratio

-1.05

-1.05

-2

0.5

1

1.5

1.5

Sortino Ratio

-1.08

-1.08

-2

1

2

3

3

Jensen's Alpha

-26.5

-26.5

-27

0

2

4.5

4.5

Omega Ratio

0.33

0.33

0

1

1.5

2.5

2.5

Treynor Ratio

-22.2

-22.2

-23

0.75

1.25

2

2

Information Ratio

-1.11

-1.11

-2

0.3

0.6

1

1

Calmar Ratio

-0.38

-0.38

-1

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.34

High:

PLTR

662.84

Low:

BIP

-1,232.44

Details

PEG Ratio

78.3

High:

KO

10,007.14

Low:

PATH

-453.15

Details

Price/Book

6.85

High:

RBLX

271.59

Low:

RR.L

-91.69

Details

Price/Sales

4.58

High:

PLTR

124.39

Low:

PAGP

0.08

Details

Price/CF

21.83

High:

KO

282.33

Low:

NDA_SE.ST

1.26

Details

Price/FCF

42.38

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

Details

P/E Ratio

29.34

High:

PLTR

662.84

Low:

BIP

-1,232.44

Details

PEG Ratio

78.3

High:

KO

10,007.14

Low:

PATH

-453.15

Details

Price/Book

6.85

High:

RBLX

271.59

Low:

RR.L

-91.69

Details

Price/Sales

4.58

High:

PLTR

124.39

Low:

PAGP

0.08

Details

Price/CF

21.83

High:

KO

282.33

Low:

NDA_SE.ST

1.26

Details

Price/FCF

42.38

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-70%	Dec 2021	-	44

Monthly Performance