Portfolio of MaxDividend on eToro

MaxDividend

🇬🇧 Stock Income Investor.

297 copiers.

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

Summary

+0.45%

This Month

+14.09%

Year To Date

+30.83%

2 Years

+82.56%

5 Years

+97.83%

10 Years

+12.41%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.79%
⛏️ Energy Minerals
11.37%
🍞 Consumer Non Durables
8.97%
📊 ETFs
7.79%
🧬 Health Technology
7.57%
📡 Communications
7.08%
🏭 Industrial Services
6.75%
🖥️ Technology Services
5.1%
💻 Electronic Technology
4.17%
🛍️ Retail Trade
3.34%
⚡ Utilities
1.95%
🏥 Health Services
1.62%
📦 Distribution Services
1.14%
💼 Commercial Services
1.08%
💵 Cash
0.34%
❓ Other
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
82.92%
🇺🇸 Nasdaq
16.83%

Countries Breakdown

Country
Total

🇺🇸 United States
78.86%
🇨🇦 Canada
6.14%
🇬🇧 United Kingdom
3.21%
🇳🇱 Netherlands
3.14%
🇩🇰 Denmark
0.56%

Dividends

Dividend Yield

3.45%

47 out of 51 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.52%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.34%	5.29%	$3.09
MAIN	0.3%	5.37%	$2.85
MO	0.2%	6.16%	$3.92
BTI	0.19%	5.98%	$2.92
VZ	0.18%	5.57%	$2.66
ABBV	0.17%	2.66%	$6.06
XOM	0.17%	2.56%	$3.76
T.US	0.16%	4.32%	$1.11
CVX.US	0.16%	3.35%	$6.28
AGNC	0.16%	13.52%	$1.44
ENB	0.16%	5.47%	$2.66
OHI	0.15%	5.78%	$2.68
ARCC	0.14%	9.58%	$1.62
WPC	0.11%	5.26%	$3.67
KMI	0.08%	3.74%	$1.14
BNS	0.07%	3.48%	$3.09
IBM	0.07%	2.87%	$6.65
PEP	0.05%	4.18%	$5.15
PAYX	0.05%	3.64%	$3.65
UGI	0.05%	3.95%	$1.5
CWEN	0.04%	5.74%	$1.6
C	0.04%	1.74%	$2.12
UNH	0.04%	2.25%	$7.74
PLD	0.04%	3.03%	$3.66
ADP	0.03%	2.45%	$5.45
BMY	0.03%	3.76%	$2.34
KO	0.03%	2.36%	$1.89
SO	0.03%	3.38%	$2.82
AMT	0.02%	3.97%	$6.56
LOW	0.02%	2.37%	$4.45
BLK	0.02%	1.95%	$20.2
WELL.US	0.02%	1.25%	$2.44
JPM	0.02%	1.67%	$4.4
NEE	0.02%	2.85%	$1.97
NVO	0.01%	2.64%	$0.98
ASML	0.01%	0.44%	$5.57
NDAQ	0.01%	1.16%	$0.9
GD	0.01%	1.72%	$5.48
WM	0.01%	1.62%	$2.9
LMT	0.01%	2.6%	$12.45
SPGI	0.01%	0.87%	$3.62
WCN	0.01%	0.82%	$1.12
COST	0.01%	0.61%	$19.22
WMT	0.01%	0.92%	$0.81
HD	0.01%	2.88%	$8.52
MA	0.01%	0.58%	$2.46
V	0.01%	0.69%	$2.01

Next Dividends

Stock	Type	Date	Pay Per Share
WMT	Pay Day	Sep 8, 2026	$0.25

Performance Metrics

Score 6.3/10

Beta

0.6

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

2.98

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.34

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.78

0.3

0.6

Beta

0.6

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

2.98

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.34

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.78

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.72

High:

CWEN

543.06

Low:

WELL.US

-385.02

Details

PEG Ratio

171

High:

822.01

Low:

AGNC

1.15

Details

Price/Book

3.72

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

2.59

High:

ASML

17.74

Low:

UNH

0.86

Details

Price/CF

13.99

High:

WELL.US

43.97

Low:

4.51

Details

Price/FCF

40.04

High:

NEE

2,356.18

Low:

JPM

6.1

Details

P/E Ratio

25.72

High:

CWEN

543.06

Low:

WELL.US

-385.02

Details

PEG Ratio

171

High:

822.01

Low:

AGNC

1.15

Details

Price/Book

3.72

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

2.59

High:

ASML

17.74

Low:

UNH

0.86

Details

Price/CF

13.99

High:

WELL.US

43.97

Low:

4.51

Details

Price/FCF

40.04

High:

NEE

2,356.18

Low:

JPM

6.1

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
-2.59%	Mar 2026	Jul 2026	4
-2.49%	Oct 2025	Nov 2025	1
-2.47%	Dec 2022	Jan 2023	1
-1.28%	Oct 2024	Nov 2024	1
-0.06%	Feb 2022	Mar 2022	1

Monthly Performance

Portfolio of MaxDividend on eToro

MaxDividend

🇬🇧 Stock Income Investor.

297 copiers.

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

Summary

+0.45%

This Month

+14.09%

Year To Date

+30.83%

2 Years

+82.56%

5 Years

+97.83%

10 Years

+12.41%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.79%
⛏️ Energy Minerals
11.37%
🍞 Consumer Non Durables
8.97%
📊 ETFs
7.79%
🧬 Health Technology
7.57%
📡 Communications
7.08%
🏭 Industrial Services
6.75%
🖥️ Technology Services
5.1%
💻 Electronic Technology
4.17%
🛍️ Retail Trade
3.34%
⚡ Utilities
1.95%
🏥 Health Services
1.62%
📦 Distribution Services
1.14%
💼 Commercial Services
1.08%
💵 Cash
0.34%
❓ Other
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
82.92%
🇺🇸 Nasdaq
16.83%

Countries Breakdown

Country
Total

🇺🇸 United States
78.86%
🇨🇦 Canada
6.14%
🇬🇧 United Kingdom
3.21%
🇳🇱 Netherlands
3.14%
🇩🇰 Denmark
0.56%

Dividends

Dividend Yield

3.45%

47 out of 51 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.52%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.34%	5.29%	$3.09
MAIN	0.3%	5.37%	$2.85
MO	0.2%	6.16%	$3.92
BTI	0.19%	5.98%	$2.92
VZ	0.18%	5.57%	$2.66
ABBV	0.17%	2.66%	$6.06
XOM	0.17%	2.56%	$3.76
T.US	0.16%	4.32%	$1.11
CVX.US	0.16%	3.35%	$6.28
AGNC	0.16%	13.52%	$1.44
ENB	0.16%	5.47%	$2.66
OHI	0.15%	5.78%	$2.68
ARCC	0.14%	9.58%	$1.62
WPC	0.11%	5.26%	$3.67
KMI	0.08%	3.74%	$1.14
BNS	0.07%	3.48%	$3.09
IBM	0.07%	2.87%	$6.65
PEP	0.05%	4.18%	$5.15
PAYX	0.05%	3.64%	$3.65
UGI	0.05%	3.95%	$1.5
CWEN	0.04%	5.74%	$1.6
C	0.04%	1.74%	$2.12
UNH	0.04%	2.25%	$7.74
PLD	0.04%	3.03%	$3.66
ADP	0.03%	2.45%	$5.45
BMY	0.03%	3.76%	$2.34
KO	0.03%	2.36%	$1.89
SO	0.03%	3.38%	$2.82
AMT	0.02%	3.97%	$6.56
LOW	0.02%	2.37%	$4.45
BLK	0.02%	1.95%	$20.2
WELL.US	0.02%	1.25%	$2.44
JPM	0.02%	1.67%	$4.4
NEE	0.02%	2.85%	$1.97
NVO	0.01%	2.64%	$0.98
ASML	0.01%	0.44%	$5.57
NDAQ	0.01%	1.16%	$0.9
GD	0.01%	1.72%	$5.48
WM	0.01%	1.62%	$2.9
LMT	0.01%	2.6%	$12.45
SPGI	0.01%	0.87%	$3.62
WCN	0.01%	0.82%	$1.12
COST	0.01%	0.61%	$19.22
WMT	0.01%	0.92%	$0.81
HD	0.01%	2.88%	$8.52
MA	0.01%	0.58%	$2.46
V	0.01%	0.69%	$2.01

Next Dividends

Stock	Type	Date	Pay Per Share
WMT	Pay Day	Sep 8, 2026	$0.25

Performance Metrics

Score 6.3/10

Beta

0.6

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

2.98

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.34

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.78

0.3

0.6

Beta

0.6

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

2.98

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.34

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.78

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.72

High:

CWEN

543.06

Low:

WELL.US

-385.02

Details

PEG Ratio

171

High:

822.01

Low:

AGNC

1.15

Details

Price/Book

3.72

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

2.59

High:

ASML

17.74

Low:

UNH

0.86

Details

Price/CF

13.99

High:

WELL.US

43.97

Low:

4.51

Details

Price/FCF

40.04

High:

NEE

2,356.18

Low:

JPM

6.1

Details

P/E Ratio

25.72

High:

CWEN

543.06

Low:

WELL.US

-385.02

Details

PEG Ratio

171

High:

822.01

Low:

AGNC

1.15

Details

Price/Book

3.72

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

2.59

High:

ASML

17.74

Low:

UNH

0.86

Details

Price/CF

13.99

High:

WELL.US

43.97

Low:

4.51

Details

Price/FCF

40.04

High:

NEE

2,356.18

Low:

JPM

6.1

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
-2.59%	Mar 2026	Jul 2026	4
-2.49%	Oct 2025	Nov 2025	1
-2.47%	Dec 2022	Jan 2023	1
-1.28%	Oct 2024	Nov 2024	1
-0.06%	Feb 2022	Mar 2022	1