Portfolio of MoQualLong-KLA on eToro

MoQualLong-KLA

🇬🇧 Stock Smart Portfolio.

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

Overview

Summary

-6.23%

This Month

-8.68%

Year To Date

+18.45%

2 Years

+18.45%

5 Years

+18.45%

10 Years

+18.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.88%
💻 Electronic Technology
16.62%
🍞 Consumer Non Durables
14.88%
🚗 Consumer Durables
8.22%
🧬 Health Technology
7.83%
🛍️ Retail Trade
6.74%
📊 ETFs
5.96%
💇‍♀️ Consumer Services
5.39%
💰 Finance
4.58%
🏥 Health Services
3.26%
💵 Cash
0.76%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
63.17%
🇺🇸 NYSE
36.19%

Countries Breakdown

Country
Total

🇺🇸 United States
93.39%

Dividends

Dividend Yield

1.05%

12 out of 15 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PEP (3.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PEP	0.21%	3.77%	$5.15
JNJ	0.17%	2.18%	$4.81
NKE	0.14%	3.07%	$1.45
PG	0.13%	2.94%	$3.83
UNH	0.11%	3.28%	$7.74
DIS	0.08%	1.57%	$0.75
MSFT	0.06%	0.96%	$3
V	0.04%	0.83%	$2.01
GOOG	0.04%	0.29%	$0.2
AAPL	0.03%	0.41%	$0.97
META	0.03%	0.35%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PEP	Pay Day	Mar 31, 2026	$1.42
NKE	Pay Day	Apr 1, 2026	$0.41
NVDA	Pay Day	Apr 1, 2026	$0.01
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 5.8/10

Beta

1.32

0.8

1.2

Sharpe Ratio

2.11

0.5

Sortino Ratio

5.94

Jensen's Alpha

-5.69

-6

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

9.28

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

2.11

0.5

Sortino Ratio

5.94

Jensen's Alpha

-5.69

-6

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

9.28

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.22

High:

TSLA

355.98

Low:

DIS

14.2

Details

119.45

High:

534.79

Low:

DIS

11.8

Details

Price/Book

10.5

High:

AAPL

41.95

Low:

DIS

1.58

Details

Price/Sales

7.59

High:

NVDA

19.82

Low:

UNH

0.55

Details

Price/CF

26.18

High:

TSLA

107.92

Low:

DIS

13.03

Details

Price/FCF

59.3

High:

PEP

5,797.72

Low:

UNH

36.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.17%	Feb 2026	-	2
-0.83%	Nov 2025	Jan 2026	2

Monthly Performance

Portfolio of MoQualLong-KLA on eToro

MoQualLong-KLA

🇬🇧 Stock Smart Portfolio.

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

Summary

-6.23%

This Month

-8.68%

Year To Date

+18.45%

2 Years

+18.45%

5 Years

+18.45%

10 Years

+18.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.88%
💻 Electronic Technology
16.62%
🍞 Consumer Non Durables
14.88%
🚗 Consumer Durables
8.22%
🧬 Health Technology
7.83%
🛍️ Retail Trade
6.74%
📊 ETFs
5.96%
💇‍♀️ Consumer Services
5.39%
💰 Finance
4.58%
🏥 Health Services
3.26%
💵 Cash
0.76%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
63.17%
🇺🇸 NYSE
36.19%

Countries Breakdown

Country
Total

🇺🇸 United States
93.39%

Dividends

Dividend Yield

1.05%

12 out of 15 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PEP (3.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PEP	0.21%	3.77%	$5.15
JNJ	0.17%	2.18%	$4.81
NKE	0.14%	3.07%	$1.45
PG	0.13%	2.94%	$3.83
UNH	0.11%	3.28%	$7.74
DIS	0.08%	1.57%	$0.75
MSFT	0.06%	0.96%	$3
V	0.04%	0.83%	$2.01
GOOG	0.04%	0.29%	$0.2
AAPL	0.03%	0.41%	$0.97
META	0.03%	0.35%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PEP	Pay Day	Mar 31, 2026	$1.42
NKE	Pay Day	Apr 1, 2026	$0.41
NVDA	Pay Day	Apr 1, 2026	$0.01
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 5.8/10

Beta

1.32

0.8

1.2

Sharpe Ratio

2.11

0.5

Sortino Ratio

5.94

Jensen's Alpha

-5.69

-6

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

9.28

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

2.11

0.5

Sortino Ratio

5.94

Jensen's Alpha

-5.69

-6

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

9.28

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.22

High:

TSLA

355.98

Low:

DIS

14.2

Details

119.45

High:

534.79

Low:

DIS

11.8

Details

Price/Book

10.5

High:

AAPL

41.95

Low:

DIS

1.58

Details

Price/Sales

7.59

High:

NVDA

19.82

Low:

UNH

0.55

Details

Price/CF

26.18

High:

TSLA

107.92

Low:

DIS

13.03

Details

Price/FCF

59.3

High:

PEP

5,797.72

Low:

UNH

36.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.17%	Feb 2026	-	2
-0.83%	Nov 2025	Jan 2026	2