Effective portfolio of Lisely7 on eToro

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Lisely7

🇨🇭 Stock 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

+1.56%

Today

+3.49%

This Month

-1.83%

Year To Date

+32.5%

2 Years

+32.5%

5 Years

+17.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
26.98%
🖥️ Technology Services
21.77%
💇‍♀️ Consumer Services
9.55%
🛍️ Retail Trade
8.82%
🪙 Cryptocurrencies
7.01%
🍞 Consumer Non Durables
3.57%
🚚 Transportation
3.12%
📊 ETFs
2.86%
💰 Finance
2.39%
💼 Commercial Services
2.03%
🏥 Health Services
1.29%
⚡ Utilities
1.19%
🚗 Consumer Durables
0.69%
🧬 Health Technology
0.63%
🧪 Process Industries
0.55%
🛠️ Producer Manufacturing
0.32%
🪨 Non Energy Minerals
0.15%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.16%
🇺🇸 NYSE
31.82%
🌍 Digital Currency
7.01%
🇩🇪 FRA
5.84%
🇫🇷 Euronext Paris
3.09%
🇭🇰 Hong Kong Exchanges
0.43%
🇮🇹 Borsa Italiana
0.31%
🇨🇭 SIX
0.11%
🇳🇱 Euronext Amsterdam
0.07%
🇳🇴 Oslo Stock Exchange
0.05%
🇬🇧 LSE
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
56.52%
🇸🇬 Singapore
8.15%
🇩🇪 Germany
5.84%
🇳🇱 Netherlands
4.2%
🇫🇷 France
3%
🇮🇱 Israel
1.97%
🇨🇳 China
1.78%
🇨🇦 Canada
0.41%
🇩🇰 Denmark
0.37%
🇹🇼 Taiwan
0.32%
🇮🇹 Italy
0.31%
🇨🇭 Switzerland
0.11%
🇳🇴 Norway
0.05%
🇬🇧 United Kingdom
0.01%

Dividends

Dividend Yield

0.66%

48 out of 88 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $MPCC.OL (27.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TMF	0.07%	4.54%	-
GOOG	0.06%	0.46%	$0.2
MC.PA	0.04%	2.76%	$13
DELL	0.04%	1.63%	$1.63
CDI.PA	0.04%	2.97%	$13
TLT	0.04%	4.21%	-
ASML	0.03%	0.78%	$5.57
CVS	0.03%	4.2%	$2.54
HPQ	0.03%	4.56%	$1.1
LHA.DE	0.03%	4.19%	$0.3
BIL	0.02%	4.76%	-
NEE	0.02%	3.01%	$1.97
RWE.DE	0.02%	3.3%	$1
O	0.02%	5.67%	$3.09
RHM.DE	0.02%	0.45%	$5.7
VNA.DE	0.01%	4.18%	$0.9
MPCC.OL	0.01%	27.2%	$5.9
FMC	0.01%	5.47%	$2.32
NKE	0.01%	2.52%	$1.45
LMT	0.01%	2.73%	$12.45
ALB	0.01%	2.72%	$1.6
UNH	0.01%	2.83%	$7.74
HD	0.01%	2.48%	$8.52
MMT.PA	0.01%	10.16%	$1.25
DEZ.DE	0.01%	2.25%	$0.17
NVO	0.01%	1.59%	$0.98
P911.DE	0.01%	5.59%	$2.31
ORCL	0.01%	0.98%	$1.6
META	0%	0.29%	$1
SIRI	0%	4.9%	$0.1
ROG.ZU	0%	3.62%	$9.6
TJX	0%	1.21%	$1.42
DIS	0%	0.88%	$0.75
AAPL	0%	0.49%	$0.97
TSM	0%	1.1%	$1.74
LDO.MI	0%	0.99%	$0.28
INTC	0%	2.47%	$0.5
TKA.DE	0%	1.77%	$0.15
BABA	0%	0.87%	$0.98
NVDA	0%	0.03%	$0.02
BLK	0%	2.09%	$20.2
AVGO	0%	0.9%	$19.7
AYV.PA	0%	4.08%	$0.47
STMPA.PA	0%	1.26%	$0.28
ASML.NV	0%	0.96%	$6.1
PSA	0%	3.98%	$12
CMCX	0%	4.64%	$0.05
BBWI	0%	3.01%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
HPQ	Ex-Dividend	Jun 11, 2025	$0.29
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
BABA	Ex-Dividend	Jun 12, 2025	$0.95
PSA	Ex-Dividend	Jun 12, 2025	$3.00
TSM	Ex-Dividend	Jun 12, 2025	$0.68
ALB	Ex-Dividend	Jun 13, 2025	$0.40
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
UNH	Ex-Dividend	Jun 16, 2025	$2.21
NEE	Pay Day	Jun 16, 2025	$0.57
HD	Pay Day	Jun 18, 2025	$2.30
BBWI	Pay Day	Jun 20, 2025	$0.20
MPCC.OL	Ex-Dividend	Jun 20, 2025	$0.08
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
BLK	Pay Day	Jun 23, 2025	$5.21
STMPA.PA	Ex-Dividend	Jun 23, 2025	$0.09
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
LDO.MI	Pay Day	Jun 25, 2025	$0.56
VNA.DE	Pay Day	Jun 25, 2025	$1.38
STMPA.PA	Pay Day	Jun 25, 2025	$0.09
META	Pay Day	Jun 26, 2025	$0.52
LMT	Pay Day	Jun 27, 2025	$3.30
MPCC.OL	Pay Day	Jun 27, 2025	$0.08
PSA	Pay Day	Jun 27, 2025	$3.00
FMC	Ex-Dividend	Jun 30, 2025	$0.58
AVGO	Pay Day	Jun 30, 2025	$0.59
NKE	Pay Day	Jul 1, 2025	$0.40
ALB	Pay Day	Jul 1, 2025	$0.40
HPQ	Pay Day	Jul 2, 2025	$0.29
NVDA	Pay Day	Jul 3, 2025	$0.01
BABA	Pay Day	Jul 10, 2025	$0.95
TSM	Pay Day	Jul 10, 2025	$0.68
CMCX	Ex-Dividend	Jul 10, 2025	$0.11
FMC	Pay Day	Jul 17, 2025	$0.58
DIS	Pay Day	Jul 23, 2025	$0.50
CMCX	Pay Day	Aug 15, 2025	$0.11

Performance Metrics

Score 3.7/10

Beta

1.5

1.5

0

0.8

1.2

0

2

Sharpe Ratio

0.45

0.45

0

0.5

1

1.5

1.5

Sortino Ratio

0.8

0.8

0

1

2

3

3

Jensen's Alpha

-2.55

-2.55

-3

0

2

4.5

4.5

Omega Ratio

1.09

1.09

0

1

1.5

2.5

2.5

Treynor Ratio

0.68

0.68

0

0.75

1.25

2

2

Information Ratio

0.12

0.12

0

0.3

0.6

1

1

Calmar Ratio

0.79

0.79

0

0.3

0.6

1

1

Beta

1.5

1.5

0

0.8

1.2

0

2

Sharpe Ratio

0.45

0.45

0

0.5

1

1.5

1.5

Sortino Ratio

0.8

0.8

0

1

2

3

3

Jensen's Alpha

-2.55

-2.55

-3

0

2

4.5

4.5

Omega Ratio

1.09

1.09

0

1

1.5

2.5

2.5

Treynor Ratio

0.68

0.68

0

0.75

1.25

2

2

Information Ratio

0.12

0.12

0

0.3

0.6

1

1

Calmar Ratio

0.79

0.79

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.67

High:

GRAB

903.57

Low:

FWONA

-249.33

Details

PEG Ratio

89.94

High:

O

1,953.57

Low:

LMND

-393.85

Details

Price/Book

10.2

High:

PLTR

52.16

Low:

DELL

-52.51

Details

Price/Sales

7.86

High:

MSTR

205.94

Low:

1966.HK

0.01

Details

Price/CF

21.18

High:

MSTR

7,511.07

Low:

1966.HK

0.22

Details

Price/FCF

35.32

High:

NEE

2,356.18

Low:

1966.HK

0.22

Details

P/E Ratio

28.67

High:

GRAB

903.57

Low:

FWONA

-249.33

Details

PEG Ratio

89.94

High:

O

1,953.57

Low:

LMND

-393.85

Details

Price/Book

10.2

High:

PLTR

52.16

Low:

DELL

-52.51

Details

Price/Sales

7.86

High:

MSTR

205.94

Low:

1966.HK

0.01

Details

Price/CF

21.18

High:

MSTR

7,511.07

Low:

1966.HK

0.22

Details

Price/FCF

35.32

High:

NEE

2,356.18

Low:

1966.HK

0.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.38%	Dec 2024	-	7
-12.28%	Apr 2024	Sep 2024	5
-7.26%	Sep 2023	Jan 2024	4

Monthly Performance