Effective portfolio of MarekKasala1977 on eToro

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MarekKasala1977

🇸🇰 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

+0.64%

This Month

+15.23%

Year To Date

+26.62%

2 Years

+26.62%

5 Years

+26.62%

10 Years

+20.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
16.42%
🍞 Consumer Non Durables
10.52%
🖥️ Technology Services
10.38%
🚗 Consumer Durables
8.89%
💰 Finance
8.78%
🧬 Health Technology
8.39%
🛍️ Retail Trade
6.88%
💇‍♀️ Consumer Services
5.26%
🛠️ Producer Manufacturing
4.5%
🚚 Transportation
3.56%
📦 Distribution Services
2.4%
⛏️ Energy Minerals
2.09%
⚡ Utilities
2.06%
🧪 Process Industries
1.64%
🪨 Non Energy Minerals
1.25%
🏭 Industrial Services
1.21%
📡 Communications
0.94%
🏥 Health Services
0.86%
💼 Commercial Services
0.59%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55.53%
🇺🇸 Nasdaq
32.08%
🇩🇪 FRA
4.33%
🇫🇷 Euronext Paris
1.87%
🇪🇸 Bolsa De Madrid
1.14%
🇭🇰 Hong Kong Exchanges
0.97%
🇬🇧 LSE
0.7%

Countries Breakdown

Country
Total

🇺🇸 United States
84.08%
🇩🇪 Germany
4.33%
🇫🇷 France
1.87%
🇬🇧 United Kingdom
1.7%
🇨🇳 China
1.43%
🇪🇸 Spain
1.14%
🇮🇪 Ireland
1.1%
🇯🇵 Japan
0.58%
🇨🇦 Canada
0.39%

Dividends

Dividend Yield

1.87%

115 out of 129 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $MO (7.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.06%	7.1%	$3.92
MBG.DE	0.05%	6.98%	$5.3
O	0.04%	5.48%	$3.09
T	0.04%	4.39%	$1.11
RNO.PA	0.04%	5.91%	$1.85
D	0.04%	4.56%	$2.67
BMW.DE	0.03%	4.46%	$6
PM	0.03%	3.73%	$5.2
HPQ	0.03%	4.51%	$1.1
PFE	0.03%	6.61%	$1.66
VOW3.DE	0.03%	5.97%	$9.06
ABBV	0.03%	2.94%	$6.06
WHR	0.03%	6.97%	$7
ITX.MC	0.03%	2.48%	$1.11
CVS	0.03%	3.52%	$2.54
KMB	0.03%	4.9%	$4.8
MRK	0.03%	3.29%	$3.04
CLX	0.02%	4.71%	$4.8
ULVR.L	0.02%	3.49%	$1.47
PEP	0.02%	3.88%	$5.15
KO	0.02%	2.91%	$1.89
GIS	0.02%	5.29%	$2.36
SWK	0.02%	4.55%	$3.24
GPC	0.02%	3.16%	$3.9
UNH	0.02%	2.64%	$7.74
JNJ	0.02%	2.55%	$4.81
NEE	0.02%	2.73%	$1.97
ENB	0.02%	5.63%	$2.66
PNC	0.02%	3.34%	$6.2
CMCSA	0.02%	4.83%	$1.2
USB	0.02%	3.94%	$1.94
FR.PA	0.02%	3.65%	$0.4
JPM	0.02%	1.76%	$4.4
XOM	0.02%	3.43%	$3.76
LMT	0.02%	2.95%	$12.45
MDLZ	0.02%	3.48%	$1.7
HRL	0.02%	4.78%	$1.12
PSX	0.02%	3.41%	$4.3
SPG	0.02%	4.68%	$7.75
ADP	0.02%	2.42%	$5.45
SBUX	0.02%	2.89%	$2.24
CVX	0.02%	4.56%	$6.28
WFC	0.02%	1.89%	$1.4
SHEL	0.02%	3.92%	$2.7
MCD	0.02%	2.3%	$6.53
CON.DE	0.02%	3.82%	$2.2
PG	0.02%	2.91%	$3.83
NUE	0.02%	1.39%	$2.13
CL	0.02%	2.64%	$1.96
HEN3.DE	0.02%	2.94%	$1.85
LOW	0.02%	1.91%	$4.45
PSA	0.02%	4.41%	$12
AFL	0.02%	2.15%	$1.84
HOG	0.02%	3.08%	$0.68
BAC	0.02%	2%	$0.96
ACN	0.02%	2.28%	$4.99
SO	0.02%	3.41%	$2.82
KHC	0.02%	6.57%	$1.6
STZ	0.01%	2.86%	$3.68
AMGN	0.01%	2.89%	$8.76
CAH	0.01%	1.02%	$2.01
ORCL	0.01%	0.87%	$1.6
MC.PA	0.01%	2.07%	$13
FDX	0.01%	2.09%	$5.16
WM	0.01%	1.55%	$2.9
KR	0.01%	2.14%	$1.16
LLY	0.01%	0.59%	$4.86
DPZ	0.01%	1.67%	$5.44
DE	0.01%	1.36%	$5.76
HD	0.01%	2.59%	$8.52
MDT.US	0.01%	2.79%	$2.77
NKE	0.01%	2.44%	$1.45
GD	0.01%	1.78%	$5.48
SYY	0.01%	2.91%	$2.01
CSCO	0.01%	2.1%	$1.58
ITW	0.01%	2.49%	$5.6
CAT	0.01%	0.97%	$5.31
TRV	0.01%	1.55%	$4.05
BLK	0.01%	1.94%	$20.2
RTX	0.01%	1.56%	$2.44
EMR	0.01%	1.56%	$2.1
UNP	0.01%	2.31%	$5.2
AZN	0.01%	1.7%	$1.42
MMM	0.01%	1.74%	$5.21
HON	0.01%	2.39%	$4.27
MSFT	0.01%	0.72%	$3
YUM	0.01%	1.96%	$2.55
JBHT	0.01%	0.93%	$1.7
ADS.DE	0.01%	1.21%	$0.7
GE	0.01%	0.51%	$0.44
DIS	0.01%	0.95%	$0.75
BKNG	0.01%	0.74%	$17.5
DAL	0.01%	1.01%	$0.3
WMT	0.01%	0.82%	$0.81
ECL	0.01%	1.03%	$2.24
META	0.01%	0.31%	$1
LUV	0.01%	1.9%	$0.72
AAPL	0.01%	0.37%	$0.97
SYK	0%	0.92%	$3.15
ROP	0%	0.76%	$2.93
COST	0%	0.57%	$19.22
SHW	0%	0.95%	$2.64
LEG	0%	1.79%	$1.43
MCO	0%	0.76%	$3.24
GOOG	0%	0.26%	$0.2
V	0%	0.74%	$2.01
DHR	0%	0.54%	$1.05
MA	0%	0.56%	$2.46
BABA	0%	0.65%	$0.98
SONY	0%	0.37%	$0.49
WDC	0%	0.19%	-
BAYN.DE	0%	0.33%	$0.11
NVDA	0%	0.02%	$0.02
VLTO	0%	-0.43%	$-0.27
GEV	0%	-0.12%	-

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
WMT	Ex-Dividend	Dec 12, 2025	$0.24
DPZ	Ex-Dividend	Dec 15, 2025	$1.74
DPZ	Pay Day	Dec 26, 2025	$1.74
LMT	Pay Day	Dec 30, 2025	$3.45
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 5.4/10

Beta

0.68

0.68

0

0.8

1.2

0

2

Sharpe Ratio

1.24

1.24

0

0.5

1

2

2

Sortino Ratio

2.04

2.04

0

1

2

3

3

Jensen's Alpha

-0.92

-0.92

-2

0

2

4.5

4.5

Omega Ratio

0.48

0.48

0

1

1.5

2.5

2.5

Treynor Ratio

1.3

1.3

0

0.75

1.25

2

2

Information Ratio

-1.07

-1.07

-2

0.3

0.6

1

1

Calmar Ratio

3.01

3.01

0

0.3

0.6

4

4

Beta

0.68

0.68

0

0.8

1.2

0

2

Sharpe Ratio

1.24

1.24

0

0.5

1

2

2

Sortino Ratio

2.04

2.04

0

1

2

3

3

Jensen's Alpha

-0.92

-0.92

-2

0

2

4.5

4.5

Omega Ratio

0.48

0.48

0

1

1.5

2.5

2.5

Treynor Ratio

1.3

1.3

0

0.75

1.25

2

2

Information Ratio

-1.07

-1.07

-2

0.3

0.6

1

1

Calmar Ratio

3.01

3.01

0

0.3

0.6

4

4

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.75

High:

INTC

3,906.6

Low:

BAYN.DE

-165.29

Details

PEG Ratio

736.4

High:

SHEL

52,218.31

Low:

BAYN.DE

-213.26

Details

Price/Book

11.48

High:

CL

73.52

Low:

CLX

-580.65

Details

Price/Sales

6.89

High:

NVDA

23.86

Low:

FR.PA

0.13

Details

Price/CF

28.9

High:

TSLA

99.57

Low:

FR.PA

1

Details

Price/FCF

56.16

High:

NUE

5,649.81

Low:

FR.PA

1.89

Details

P/E Ratio

37.75

High:

INTC

3,906.6

Low:

BAYN.DE

-165.29

Details

PEG Ratio

736.4

High:

SHEL

52,218.31

Low:

BAYN.DE

-213.26

Details

Price/Book

11.48

High:

CL

73.52

Low:

CLX

-580.65

Details

Price/Sales

6.89

High:

NVDA

23.86

Low:

FR.PA

0.13

Details

Price/CF

28.9

High:

TSLA

99.57

Low:

FR.PA

1

Details

Price/FCF

56.16

High:

NUE

5,649.81

Low:

FR.PA

1.89

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-5.19%	Mar 2025	Jun 2025	3
-3.35%	Dec 2024	Feb 2025	2
-1.33%	Oct 2024	Nov 2024	1

Monthly Performance