Portfolio of MichalZakrsmid on eToro

MichalZakrsmid

🇸🇰 Income Stock Investor.

35 copiers.

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

Summary

Today

-4.09%

This Month

-3.32%

Year To Date

+15.32%

2 Years

-11.94%

5 Years

-0.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.78%
💻 Electronic Technology
11.92%
🍞 Consumer Non Durables
10.03%
💇‍♀️ Consumer Services
8.79%
🛍️ Retail Trade
8.04%
🖥️ Technology Services
6.99%
⚡ Utilities
6.29%
🧬 Health Technology
5.31%
🚚 Transportation
4.49%
🛠️ Producer Manufacturing
4.38%
📡 Communications
3.83%
📦 Distribution Services
3.44%
🏥 Health Services
2.24%
⛏️ Energy Minerals
2.09%
🚗 Consumer Durables
1.64%
🧪 Process Industries
0.99%
🧩 Miscellaneous
0.94%
🏭 Industrial Services
0.77%
💵 Cash
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
78.73%
🇺🇸 Nasdaq
21.22%

Countries Breakdown

Country
Total

🇺🇸 United States
97.59%
🇹🇼 Taiwan
1.2%
🇨🇦 Canada
0.99%
🇳🇱 Netherlands
0.19%

Dividends

Dividend Yield

2.75%

73 out of 73 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $INSW (15.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
INSW	0.18%	15.45%	$5.74
VZ	0.11%	6.13%	$2.66
ADC	0.09%	3.82%	$2.96
T	0.08%	4.09%	$1.11
MDLZ	0.08%	2.73%	$1.7
DUK	0.07%	3.42%	$4.1
VICI	0.07%	5.26%	$1.66
DRI	0.07%	2.8%	$5.24
MRK	0.06%	4.05%	$3.04
BLK	0.06%	2.34%	$20.2
LMT	0.06%	2.78%	$12.45
SBUX	0.06%	2.94%	$2.24
MCD	0.05%	2.21%	$6.53
MAIN	0.05%	5.68%	$2.85
PEP	0.05%	3.79%	$5.15
CMCSA	0.05%	3.7%	$1.2
JNJ	0.05%	3.19%	$4.81
STAG	0.05%	4.48%	$1.47
KO	0.05%	2.69%	$1.89
HD	0.05%	2.55%	$8.52
XOM	0.04%	3.63%	$3.76
ABBV	0.04%	3.69%	$6.06
GPC	0.04%	3.53%	$3.9
TGT	0.04%	4.81%	$4.42
SO	0.04%	3.14%	$2.82
SNA	0.04%	2.62%	$7.2
SRE	0.04%	3.52%	$2.43
IRM	0.04%	3.4%	$2.6
PSX	0.04%	4.64%	$4.3
PG	0.04%	2.39%	$3.83
ARCC	0.04%	9.41%	$1.62
SYY	0.03%	2.84%	$2.01
AVGO	0.03%	1.31%	$19.7
ITW	0.03%	2.56%	$5.6
IBM	0.03%	2.8%	$6.65
JPM	0.03%	2.18%	$4.4
KR	0.03%	1.8%	$1.16
AMGN	0.03%	3.34%	$8.76
UNP	0.03%	2.42%	$5.2
NKE	0.03%	2.76%	$1.45
FDX	0.03%	2.66%	$5.16
EMR	0.03%	2.11%	$2.1
APD	0.03%	2.7%	$7.04
QCOM	0.03%	2.49%	$3.25
WMT	0.03%	1.01%	$0.81
BAC	0.03%	2.73%	$0.96
NEE	0.03%	3.18%	$1.97
CNI	0.02%	2.4%	$2.42
CMI	0.02%	2.53%	$6.72
AFL	0.02%	1.94%	$1.84
GD	0.02%	2.09%	$5.48
ELV	0.02%	1.55%	$6.22
CL	0.02%	2.12%	$1.96
ADP	0.02%	2.05%	$5.45
CAT	0.02%	1.92%	$5.31
LOW	0.02%	2.1%	$4.45
FAST	0.02%	2.02%	$1.48
LHX	0.02%	2.14%	$4.6
ORCL	0.02%	1.32%	$1.6
AXP	0.02%	1.16%	$2.6
UNH	0.02%	1.85%	$7.74
TSM	0.02%	1.35%	$1.74
PCAR	0.02%	1.4%	$1.11
HSY	0.01%	3.29%	$5.12
MSFT	0.01%	0.88%	$3
V	0.01%	0.67%	$2.01
WM	0.01%	1.33%	$2.9
MA	0.01%	0.55%	$2.46
GOOG	0.01%	0.52%	$0.2
AAPL	0.01%	0.51%	$0.97
DPZ	0.01%	1.34%	$5.44
VST	0.01%	0.76%	$0.85
ASML	0%	0.9%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
PG	Ex-Dividend	Apr 21, 2025	$1.06
ORCL	Pay Day	Apr 23, 2025	$0.50
CMCSA	Pay Day	Apr 23, 2025	$0.33
LOW	Ex-Dividend	Apr 23, 2025	$1.15
SYY	Pay Day	Apr 25, 2025	$0.51
FAST	Ex-Dividend	Apr 25, 2025	$0.44
ASML	Ex-Dividend	Apr 28, 2025	$1.92
JPM	Pay Day	Apr 30, 2025	$1.40
STAG	Ex-Dividend	Apr 30, 2025	$0.12
ADC	Ex-Dividend	Apr 30, 2025	$0.26
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
DRI	Pay Day	May 1, 2025	$1.40
ASML	Pay Day	May 6, 2025	$1.92
LOW	Pay Day	May 7, 2025	$1.15
MAIN	Ex-Dividend	May 8, 2025	$0.25
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
MA	Pay Day	May 9, 2025	$0.76
GD	Pay Day	May 9, 2025	$1.50
APD	Pay Day	May 12, 2025	$1.79
TGT	Ex-Dividend	May 14, 2025	$1.12
ADC	Pay Day	May 14, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
CL	Pay Day	May 15, 2025	$0.52
ABBV	Pay Day	May 15, 2025	$1.64
KR	Ex-Dividend	May 15, 2025	$0.32
MAIN	Pay Day	May 15, 2025	$0.25
STAG	Pay Day	May 15, 2025	$0.12
SBUX	Ex-Dividend	May 16, 2025	$0.61
AMGN	Ex-Dividend	May 16, 2025	$2.38
CAT	Pay Day	May 20, 2025	$1.41
FAST	Pay Day	May 23, 2025	$0.44
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
SBUX	Pay Day	May 30, 2025	$0.61
TGT	Pay Day	Jun 1, 2025	$1.12
KR	Pay Day	Jun 1, 2025	$0.32
LHX	Ex-Dividend	Jun 3, 2025	$1.20
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
AMGN	Pay Day	Jun 6, 2025	$2.38
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
ADP	Ex-Dividend	Jun 13, 2025	$1.54
LHX	Pay Day	Jun 18, 2025	$1.20
QCOM	Pay Day	Jun 26, 2025	$0.89
ADP	Pay Day	Jul 1, 2025	$1.54
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 2.9/10

Beta

0.5

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-3.61

-4

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.17

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.5

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-3.61

-4

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.17

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.22

High:

IRM

138.73

Low:

INSW

3.97

Details

PEG Ratio

225.28

High:

ELV

1,004.36

Low:

MRK

0.25

Details

Price/Book

6.5

High:

366.04

Low:

MCD

-58.64

Details

Price/Sales

3.44

High:

17.78

Low:

PSX

0.29

Details

Price/CF

18.29

High:

AVGO

50.33

Low:

INSW

3.25

Details

Price/FCF

42.46

High:

PEP

5,253.35

Low:

JPM

10.54

Details