Portfolio of MaxDividend on eToro

MaxDividend

🇬🇧 Stock Income Investor.

275 copiers.

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

Summary

-1.19%

This Month

+7.59%

Year To Date

+36.27%

2 Years

+75.05%

5 Years

+86.56%

10 Years

+12.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
33.09%
⛏️ Energy Minerals
11.37%
🍞 Consumer Non Durables
9.83%
📡 Communications
7.83%
🏭 Industrial Services
7.21%
🧬 Health Technology
7.17%
📊 ETFs
6.41%
🖥️ Technology Services
4.36%
💻 Electronic Technology
3.59%
🛍️ Retail Trade
3.15%
⚡ Utilities
2.06%
🏥 Health Services
1.27%
📦 Distribution Services
1.2%
💼 Commercial Services
0.83%
❓ Other
0.55%
💵 Cash
0.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.52%
🇺🇸 Nasdaq
14.85%
Regular Trading Hours - RTH
0.55%

Countries Breakdown

Country
Total

🇺🇸 United States
80.4%
🇨🇦 Canada
5.82%
🇬🇧 United Kingdom
3.79%
🇳🇱 Netherlands
2.71%
🇩🇰 Denmark
0.23%

Dividends

Dividend Yield

3.72%

48 out of 52 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.13%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.37%	4.92%	$3.09
MAIN	0.31%	5.21%	$2.85
MO	0.22%	6.19%	$3.92
BTI	0.21%	5.42%	$2.92
VZ	0.18%	5.49%	$2.66
XOM	0.18%	2.69%	$3.76
ABBV	0.18%	2.88%	$6.06
CVX	0.18%	3.71%	$6.28
T	0.18%	3.87%	$1.11
AGNC	0.18%	13.13%	$1.44
ENB	0.17%	5.11%	$2.66
STWD	0.17%	10.61%	$1.92
ARCC	0.15%	10.04%	$1.62
OHI	0.12%	5.66%	$2.68
WPC	0.1%	4.96%	$3.67
KMI	0.08%	3.49%	$1.14
BNS	0.08%	4.33%	$3.09
IBM	0.07%	2.7%	$6.65
UGI	0.05%	4.09%	$1.5
PEP	0.05%	3.49%	$5.15
PLD	0.04%	2.97%	$3.66
CWEN	0.04%	4.76%	$1.6
C	0.04%	2.14%	$2.12
UNH	0.04%	3.04%	$7.74
PAYX	0.04%	4.55%	$3.65
BMY	0.03%	4.05%	$2.34
KO	0.03%	2.64%	$1.89
SO	0.03%	3.06%	$2.82
ADP	0.02%	3%	$5.45
AMT	0.02%	3.62%	$6.56
BLK	0.02%	2.05%	$20.2
WELL	0.02%	1.41%	$2.44
JPM	0.02%	1.95%	$4.4
ASML	0.01%	0.54%	$5.57
WM	0.01%	1.4%	$2.9
LMT	0.01%	2.03%	$12.45
WMT	0.01%	0.78%	$0.81
HD	0.01%	2.55%	$8.52
NEE	0.01%	2.52%	$1.97
NVO	0.01%	3.45%	$0.98
V	0.01%	0.78%	$2.01
SPGI	0.01%	0.87%	$3.62
COST	0.01%	0.52%	$19.22
LOW	0.01%	1.85%	$4.45
GD	0.01%	1.65%	$5.48
MA	0.01%	0.62%	$2.46
WCN	0.01%	0.79%	$1.12
NDAQ	0%	1.22%	$0.9

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

3.16

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.81

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

3.16

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.81

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.18

High:

ABBV

100.02

Low:

WELL

-291.71

Details

PEG Ratio

298.29

High:

WPC

3,321.49

Low:

BTI

7.69

Details

Price/Book

3.56

High:

60.42

Low:

ABBV

-127.69

Details

Price/Sales

2.58

High:

PLD

15.2

Low:

UNH

0.59

Details

Price/CF

12.09

High:

BLK

42.93

Low:

4.38

Details

Price/FCF

43.99

High:

PEP

5,797.72

Low:

JPM

10.48

Details

P/E Ratio

25.18

High:

ABBV

100.02

Low:

WELL

-291.71

Details

PEG Ratio

298.29

High:

WPC

3,321.49

Low:

BTI

7.69

Details

Price/Book

3.56

High:

60.42

Low:

ABBV

-127.69

Details

Price/Sales

2.58

High:

PLD

15.2

Low:

UNH

0.59

Details

Price/CF

12.09

High:

BLK

42.93

Low:

4.38

Details

Price/FCF

43.99

High:

PEP

5,797.72

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-15.96%	Jun 2022	Nov 2022	5
-10.1%	Feb 2023	Feb 2024	12
-4.63%	Dec 2024	Feb 2025	2
-3.9%	Apr 2022	May 2022	1
-3.66%	Apr 2025	Jun 2025	2
-3.63%	Jul 2021	Dec 2021	5
-3.3%	Apr 2024	Jul 2024	3
-2.59%	Jan 2021	Mar 2021	2
-2.49%	Oct 2025	Nov 2025	1
-2.47%	Dec 2022	Jan 2023	1
-1.28%	Oct 2024	Nov 2024	1
-1.19%	Mar 2026	-	1
-0.06%	Feb 2022	Mar 2022	1

Monthly Performance

Portfolio of MaxDividend on eToro

MaxDividend

🇬🇧 Stock Income Investor.

275 copiers.

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

Summary

-1.19%

This Month

+7.59%

Year To Date

+36.27%

2 Years

+75.05%

5 Years

+86.56%

10 Years

+12.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
33.09%
⛏️ Energy Minerals
11.37%
🍞 Consumer Non Durables
9.83%
📡 Communications
7.83%
🏭 Industrial Services
7.21%
🧬 Health Technology
7.17%
📊 ETFs
6.41%
🖥️ Technology Services
4.36%
💻 Electronic Technology
3.59%
🛍️ Retail Trade
3.15%
⚡ Utilities
2.06%
🏥 Health Services
1.27%
📦 Distribution Services
1.2%
💼 Commercial Services
0.83%
❓ Other
0.55%
💵 Cash
0.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.52%
🇺🇸 Nasdaq
14.85%
Regular Trading Hours - RTH
0.55%

Countries Breakdown

Country
Total

🇺🇸 United States
80.4%
🇨🇦 Canada
5.82%
🇬🇧 United Kingdom
3.79%
🇳🇱 Netherlands
2.71%
🇩🇰 Denmark
0.23%

Dividends

Dividend Yield

3.72%

48 out of 52 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.13%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.37%	4.92%	$3.09
MAIN	0.31%	5.21%	$2.85
MO	0.22%	6.19%	$3.92
BTI	0.21%	5.42%	$2.92
VZ	0.18%	5.49%	$2.66
XOM	0.18%	2.69%	$3.76
ABBV	0.18%	2.88%	$6.06
CVX	0.18%	3.71%	$6.28
T	0.18%	3.87%	$1.11
AGNC	0.18%	13.13%	$1.44
ENB	0.17%	5.11%	$2.66
STWD	0.17%	10.61%	$1.92
ARCC	0.15%	10.04%	$1.62
OHI	0.12%	5.66%	$2.68
WPC	0.1%	4.96%	$3.67
KMI	0.08%	3.49%	$1.14
BNS	0.08%	4.33%	$3.09
IBM	0.07%	2.7%	$6.65
UGI	0.05%	4.09%	$1.5
PEP	0.05%	3.49%	$5.15
PLD	0.04%	2.97%	$3.66
CWEN	0.04%	4.76%	$1.6
C	0.04%	2.14%	$2.12
UNH	0.04%	3.04%	$7.74
PAYX	0.04%	4.55%	$3.65
BMY	0.03%	4.05%	$2.34
KO	0.03%	2.64%	$1.89
SO	0.03%	3.06%	$2.82
ADP	0.02%	3%	$5.45
AMT	0.02%	3.62%	$6.56
BLK	0.02%	2.05%	$20.2
WELL	0.02%	1.41%	$2.44
JPM	0.02%	1.95%	$4.4
ASML	0.01%	0.54%	$5.57
WM	0.01%	1.4%	$2.9
LMT	0.01%	2.03%	$12.45
WMT	0.01%	0.78%	$0.81
HD	0.01%	2.55%	$8.52
NEE	0.01%	2.52%	$1.97
NVO	0.01%	3.45%	$0.98
V	0.01%	0.78%	$2.01
SPGI	0.01%	0.87%	$3.62
COST	0.01%	0.52%	$19.22
LOW	0.01%	1.85%	$4.45
GD	0.01%	1.65%	$5.48
MA	0.01%	0.62%	$2.46
WCN	0.01%	0.79%	$1.12
NDAQ	0%	1.22%	$0.9

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

3.16

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.81

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

3.16

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.81

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.18

High:

ABBV

100.02

Low:

WELL

-291.71

Details

PEG Ratio

298.29

High:

WPC

3,321.49

Low:

BTI

7.69

Details

Price/Book

3.56

High:

60.42

Low:

ABBV

-127.69

Details

Price/Sales

2.58

High:

PLD

15.2

Low:

UNH

0.59

Details

Price/CF

12.09

High:

BLK

42.93

Low:

4.38

Details

Price/FCF

43.99

High:

PEP

5,797.72

Low:

JPM

10.48

Details

P/E Ratio

25.18

High:

ABBV

100.02

Low:

WELL

-291.71

Details

PEG Ratio

298.29

High:

WPC

3,321.49

Low:

BTI

7.69

Details

Price/Book

3.56

High:

60.42

Low:

ABBV

-127.69

Details

Price/Sales

2.58

High:

PLD

15.2

Low:

UNH

0.59

Details

Price/CF

12.09

High:

BLK

42.93

Low:

4.38

Details

Price/FCF

43.99

High:

PEP

5,797.72

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-15.96%	Jun 2022	Nov 2022	5
-10.1%	Feb 2023	Feb 2024	12
-4.63%	Dec 2024	Feb 2025	2
-3.9%	Apr 2022	May 2022	1
-3.66%	Apr 2025	Jun 2025	2
-3.63%	Jul 2021	Dec 2021	5
-3.3%	Apr 2024	Jul 2024	3
-2.59%	Jan 2021	Mar 2021	2
-2.49%	Oct 2025	Nov 2025	1
-2.47%	Dec 2022	Jan 2023	1
-1.28%	Oct 2024	Nov 2024	1
-1.19%	Mar 2026	-	1
-0.06%	Feb 2022	Mar 2022	1