Portfolio of MaxDividend on eToro

MaxDividend

🇬🇧 Stock Income Investor.

224 copiers.

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

Summary

This Month

+15.55%

Year To Date

+38.44%

2 Years

+70.07%

5 Years

+70.07%

10 Years

+11.61%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
34.46%
🍞 Consumer Non Durables
11.57%
⛏️ Energy Minerals
10.55%
📡 Communications
8.72%
🧬 Health Technology
7.54%
📊 ETFs
6.8%
🏭 Industrial Services
6.23%
🖥️ Technology Services
3.75%
💻 Electronic Technology
2.44%
⚡ Utilities
1.75%
🛍️ Retail Trade
1.57%
🏥 Health Services
1.4%
📦 Distribution Services
1.3%
🛠️ Producer Manufacturing
1.04%
🚚 Transportation
0.88%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
89.01%
🇺🇸 Nasdaq
10.97%

Countries Breakdown

Country
Total

🇺🇸 United States
81.39%
🇨🇦 Canada
5.27%
🇬🇧 United Kingdom
4.46%
🇳🇱 Netherlands
1.66%
🇩🇰 Denmark
0.41%

Dividends

Dividend Yield

4.71%

50 out of 50 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $AGNC (14.9%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QYLD	0.45%	11.23%	-
O	0.43%	5.54%	$3.09
MAIN	0.33%	4.59%	$2.85
MO	0.25%	6.14%	$3.92
BTI	0.22%	5.47%	$2.92
T	0.21%	3.83%	$1.11
VZ	0.2%	6.2%	$2.66
ENB	0.2%	5.71%	$2.66
XOM	0.2%	3.46%	$3.76
CVX	0.2%	4.2%	$6.28
STWD	0.2%	9.6%	$1.92
ABBV	0.2%	3.06%	$6.06
ARCC	0.17%	8.63%	$1.62
AGNC	0.16%	14.9%	$1.44
OHI	0.12%	6.31%	$2.68
SCHD	0.11%	3.87%	-
IBM	0.1%	2.79%	$6.65
WPC	0.1%	5.39%	$3.67
KMI	0.1%	4.37%	$1.14
BNS	0.09%	5.02%	$3.09
UGI	0.06%	4.41%	$1.5
KHC	0.05%	6.2%	$1.6
UPS	0.05%	7.72%	$6.5
STAG	0.05%	4.13%	$1.47
CWEN	0.04%	6.11%	$1.6
C	0.04%	2.43%	$2.12
UNH	0.04%	2.79%	$7.74
PEP	0.04%	3.68%	$5.15
BMY	0.04%	5.21%	$2.34
KO	0.03%	2.92%	$1.89
SO	0.03%	3.18%	$2.82
AMT	0.02%	3.33%	$6.56
BLK	0.02%	1.87%	$20.2
WELL	0.02%	1.65%	$2.44
MMM	0.02%	1.88%	$5.21
JPM	0.02%	1.78%	$4.4
UL.US	0.01%	3.1%	$1.82
ASML	0.01%	0.84%	$5.57
LMT	0.01%	2.93%	$12.45
PLD	0.01%	3.58%	$3.66
HD	0.01%	2.26%	$8.52
NVO	0.01%	2.2%	$0.98
LOW	0.01%	1.82%	$4.45
FDX	0.01%	2.54%	$5.16
GD	0.01%	1.84%	$5.48
WM	0.01%	1.44%	$2.9
V	0.01%	0.68%	$2.01
MA	0%	0.5%	$2.46
WMT	0%	0.96%	$0.81
COST	0%	0.53%	$19.22

Next Dividends

Stock	Type	Date	Pay Per Share
HD	Ex-Dividend	Sep 4, 2025	$2.30
UPS	Pay Day	Sep 4, 2025	$1.64
PEP	Ex-Dividend	Sep 5, 2025	$1.42
BLK	Ex-Dividend	Sep 5, 2025	$5.21
FDX	Ex-Dividend	Sep 8, 2025	$1.45
SO	Pay Day	Sep 8, 2025	$0.74
MAIN	Ex-Dividend	Sep 8, 2025	$0.26
CVX	Pay Day	Sep 10, 2025	$1.71
IBM	Pay Day	Sep 10, 2025	$1.68
XOM	Pay Day	Sep 10, 2025	$0.99
AGNC	Pay Day	Sep 10, 2025	$0.12
MMM	Pay Day	Sep 12, 2025	$0.73
WM	Ex-Dividend	Sep 12, 2025	$0.82
KO	Ex-Dividend	Sep 15, 2025	$0.51
UNH	Ex-Dividend	Sep 15, 2025	$2.21
MO	Ex-Dividend	Sep 15, 2025	$1.06
UGI	Ex-Dividend	Sep 15, 2025	$0.38
O	Pay Day	Sep 15, 2025	$0.27
MAIN	Pay Day	Sep 15, 2025	$0.26
ARCC	Ex-Dividend	Sep 15, 2025	$0.48
PLD	Ex-Dividend	Sep 16, 2025	$1.01
CWEN	Pay Day	Sep 16, 2025	$0.45
HD	Pay Day	Sep 18, 2025	$2.30
UNH	Pay Day	Sep 23, 2025	$2.21
BLK	Pay Day	Sep 23, 2025	$5.21
LMT	Pay Day	Sep 26, 2025	$3.30
WM	Pay Day	Sep 26, 2025	$0.82
KHC	Pay Day	Sep 26, 2025	$0.40
PEP	Pay Day	Sep 30, 2025	$1.42
PLD	Pay Day	Sep 30, 2025	$1.01
STAG	Ex-Dividend	Sep 30, 2025	$0.12
ARCC	Pay Day	Sep 30, 2025	$0.48
STWD	Ex-Dividend	Sep 30, 2025	$0.48
KO	Pay Day	Oct 1, 2025	$0.51
FDX	Pay Day	Oct 1, 2025	$1.45
UGI	Pay Day	Oct 1, 2025	$0.38
BTI	Ex-Dividend	Oct 3, 2025	$0.75
BNS	Ex-Dividend	Oct 7, 2025	$0.79
GD	Ex-Dividend	Oct 10, 2025	$1.50
MO	Pay Day	Oct 10, 2025	$1.06
STAG	Pay Day	Oct 15, 2025	$0.12
STWD	Pay Day	Oct 15, 2025	$0.48
LOW	Ex-Dividend	Oct 22, 2025	$1.20
BNS	Pay Day	Oct 29, 2025	$0.79
LOW	Pay Day	Nov 5, 2025	$1.20
BTI	Pay Day	Nov 13, 2025	$0.75
GD	Pay Day	Nov 14, 2025	$1.50
ENB	Ex-Dividend	Nov 14, 2025	$0.68
ENB	Pay Day	Dec 1, 2025	$0.68
WMT	Ex-Dividend	Dec 12, 2025	$0.24
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 6/10

Beta

0.66

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

2.11

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.15

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

2.11

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.15

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.64

High:

WELL

139.01

Low:

KHC

-6.24

Details

PEG Ratio

386.86

High:

LOW

2,545.93

Low:

MMM

6.65

Details

Price/Book

3.04

High:

68.68

Low:

ABBV

-2,030.89

Details

Price/Sales

2.27

High:

17.89

Low:

FDX

0.63

Details

Price/CF

10.73

High:

233.26

Low:

4.08

Details

Price/FCF

35.7

High:

PEP

5,253.35

Low:

5.82

Details