Portfolio of MaxDividend on eToro

MaxDividend

🇬🇧 Stock Income Investor.

210 copiers.

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

Summary

+2.53%

This Month

+2.53%

Year To Date

+36.4%

2 Years

+82.51%

5 Years

+77.78%

10 Years

+11.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
34.39%
⛏️ Energy Minerals
10.67%
🍞 Consumer Non Durables
9.55%
🧬 Health Technology
7.18%
📡 Communications
6.69%
📊 ETFs
6.59%
🏭 Industrial Services
5.75%
🖥️ Technology Services
5.11%
💻 Electronic Technology
3.67%
🛍️ Retail Trade
3.24%
⚡ Utilities
1.73%
🏥 Health Services
1.41%
📦 Distribution Services
1.3%
💼 Commercial Services
1.05%
🛠️ Producer Manufacturing
0.98%
❓ Other
0.68%
💵 Cash
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.02%
🇺🇸 Nasdaq
15.27%
Regular Trading Hours - RTH
0.68%

Countries Breakdown

Country
Total

🇺🇸 United States
80.62%
🇨🇦 Canada
5.07%
🇬🇧 United Kingdom
3.79%
🇳🇱 Netherlands
2.81%
🇩🇰 Denmark
0.41%

Dividends

Dividend Yield

3.88%

48 out of 52 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $AGNC (12.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.39%	5.24%	$3.09
MAIN	0.32%	4.82%	$2.85
MO	0.23%	6.82%	$3.92
BTI	0.2%	5.34%	$2.92
T	0.19%	4.74%	$1.11
VZ	0.19%	7.01%	$2.66
XOM	0.19%	3.06%	$3.76
ABBV	0.19%	3.1%	$6.06
CVX	0.19%	4.13%	$6.28
ENB	0.18%	5.75%	$2.66
STWD	0.18%	10.54%	$1.92
ARCC	0.16%	9.3%	$1.62
AGNC	0.14%	12.35%	$1.44
OHI	0.13%	5.95%	$2.68
WPC	0.11%	5.18%	$3.67
KMI	0.09%	4.16%	$1.14
IBM	0.08%	2.3%	$6.65
BNS	0.08%	4.25%	$3.09
UGI	0.05%	4.04%	$1.5
PEP	0.05%	3.83%	$5.15
PAYX	0.05%	5.04%	$3.65
STAG	0.04%	4.03%	$1.47
C	0.04%	2.09%	$2.12
CWEN	0.04%	4.97%	$1.6
UNH	0.04%	2.59%	$7.74
BMY	0.03%	4.59%	$2.34
KO	0.03%	2.86%	$1.89
SO	0.03%	3.35%	$2.82
AMT	0.02%	3.83%	$6.56
BLK	0.02%	1.92%	$20.2
WELL	0.02%	1.5%	$2.44
MMM	0.02%	1.87%	$5.21
JPM	0.02%	1.91%	$4.4
ADP	0.02%	2.55%	$5.45
ASML	0.01%	0.47%	$5.57
LMT	0.01%	2.33%	$12.45
PLD	0.01%	3.07%	$3.66
HD	0.01%	2.47%	$8.52
WMT	0.01%	0.79%	$0.81
NVO	0.01%	2.03%	$0.98
SPGI	0.01%	0.74%	$3.62
COST	0.01%	0.54%	$19.22
LOW	0.01%	1.79%	$4.45
WM	0.01%	1.5%	$2.9
GD	0.01%	1.67%	$5.48
MA	0.01%	0.59%	$2.46
V	0.01%	0.75%	$2.01
NDAQ	0%	1.07%	$0.9

Next Dividends

Stock	Type	Date	Pay Per Share
BTI	Pay Day	Feb 9, 2026	$0.75

Performance Metrics

Score 5.8/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

1.53

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.12

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

1.53

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.12

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.2

High:

ABBV

161.5

Low:

7.61

Details

PEG Ratio

599.38

High:

LOW

3,835.55

Low:

5.05

Details

Price/Book

3.38

High:

60.55

Low:

ABBV

-143.18

Details

Price/Sales

2.4

High:

15.84

Low:

UNH

0.71

Details

Price/CF

12.84

High:

BLK

44.21

Low:

CWEN

4.74

Details

Price/FCF

45.91

High:

PEP

5,253.35

Low:

BMY

8.93

Details

P/E Ratio

24.2

High:

ABBV

161.5

Low:

7.61

Details

PEG Ratio

599.38

High:

LOW

3,835.55

Low:

5.05

Details

Price/Book

3.38

High:

60.55

Low:

ABBV

-143.18

Details

Price/Sales

2.4

High:

15.84

Low:

UNH

0.71

Details

Price/CF

12.84

High:

BLK

44.21

Low:

CWEN

4.74

Details

Price/FCF

45.91

High:

PEP

5,253.35

Low:

BMY

8.93

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
-0.06%	Feb 2022	Mar 2022	1

Monthly Performance

Portfolio of MaxDividend on eToro

MaxDividend

🇬🇧 Stock Income Investor.

210 copiers.

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

Summary

+2.53%

This Month

+2.53%

Year To Date

+36.4%

2 Years

+82.51%

5 Years

+77.78%

10 Years

+11.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
34.39%
⛏️ Energy Minerals
10.67%
🍞 Consumer Non Durables
9.55%
🧬 Health Technology
7.18%
📡 Communications
6.69%
📊 ETFs
6.59%
🏭 Industrial Services
5.75%
🖥️ Technology Services
5.11%
💻 Electronic Technology
3.67%
🛍️ Retail Trade
3.24%
⚡ Utilities
1.73%
🏥 Health Services
1.41%
📦 Distribution Services
1.3%
💼 Commercial Services
1.05%
🛠️ Producer Manufacturing
0.98%
❓ Other
0.68%
💵 Cash
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.02%
🇺🇸 Nasdaq
15.27%
Regular Trading Hours - RTH
0.68%

Countries Breakdown

Country
Total

🇺🇸 United States
80.62%
🇨🇦 Canada
5.07%
🇬🇧 United Kingdom
3.79%
🇳🇱 Netherlands
2.81%
🇩🇰 Denmark
0.41%

Dividends

Dividend Yield

3.88%

48 out of 52 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $AGNC (12.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.39%	5.24%	$3.09
MAIN	0.32%	4.82%	$2.85
MO	0.23%	6.82%	$3.92
BTI	0.2%	5.34%	$2.92
T	0.19%	4.74%	$1.11
VZ	0.19%	7.01%	$2.66
XOM	0.19%	3.06%	$3.76
ABBV	0.19%	3.1%	$6.06
CVX	0.19%	4.13%	$6.28
ENB	0.18%	5.75%	$2.66
STWD	0.18%	10.54%	$1.92
ARCC	0.16%	9.3%	$1.62
AGNC	0.14%	12.35%	$1.44
OHI	0.13%	5.95%	$2.68
WPC	0.11%	5.18%	$3.67
KMI	0.09%	4.16%	$1.14
IBM	0.08%	2.3%	$6.65
BNS	0.08%	4.25%	$3.09
UGI	0.05%	4.04%	$1.5
PEP	0.05%	3.83%	$5.15
PAYX	0.05%	5.04%	$3.65
STAG	0.04%	4.03%	$1.47
C	0.04%	2.09%	$2.12
CWEN	0.04%	4.97%	$1.6
UNH	0.04%	2.59%	$7.74
BMY	0.03%	4.59%	$2.34
KO	0.03%	2.86%	$1.89
SO	0.03%	3.35%	$2.82
AMT	0.02%	3.83%	$6.56
BLK	0.02%	1.92%	$20.2
WELL	0.02%	1.5%	$2.44
MMM	0.02%	1.87%	$5.21
JPM	0.02%	1.91%	$4.4
ADP	0.02%	2.55%	$5.45
ASML	0.01%	0.47%	$5.57
LMT	0.01%	2.33%	$12.45
PLD	0.01%	3.07%	$3.66
HD	0.01%	2.47%	$8.52
WMT	0.01%	0.79%	$0.81
NVO	0.01%	2.03%	$0.98
SPGI	0.01%	0.74%	$3.62
COST	0.01%	0.54%	$19.22
LOW	0.01%	1.79%	$4.45
WM	0.01%	1.5%	$2.9
GD	0.01%	1.67%	$5.48
MA	0.01%	0.59%	$2.46
V	0.01%	0.75%	$2.01
NDAQ	0%	1.07%	$0.9

Next Dividends

Stock	Type	Date	Pay Per Share
BTI	Pay Day	Feb 9, 2026	$0.75

Performance Metrics

Score 5.8/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

1.53

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.12

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.01

Jensen's Alpha

1.53

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.12

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.2

High:

ABBV

161.5

Low:

7.61

Details

PEG Ratio

599.38

High:

LOW

3,835.55

Low:

5.05

Details

Price/Book

3.38

High:

60.55

Low:

ABBV

-143.18

Details

Price/Sales

2.4

High:

15.84

Low:

UNH

0.71

Details

Price/CF

12.84

High:

BLK

44.21

Low:

CWEN

4.74

Details

Price/FCF

45.91

High:

PEP

5,253.35

Low:

BMY

8.93

Details

P/E Ratio

24.2

High:

ABBV

161.5

Low:

7.61

Details

PEG Ratio

599.38

High:

LOW

3,835.55

Low:

5.05

Details

Price/Book

3.38

High:

60.55

Low:

ABBV

-143.18

Details

Price/Sales

2.4

High:

15.84

Low:

UNH

0.71

Details

Price/CF

12.84

High:

BLK

44.21

Low:

CWEN

4.74

Details

Price/FCF

45.91

High:

PEP

5,253.35

Low:

BMY

8.93

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
-0.06%	Feb 2022	Mar 2022	1