Portfolio of Moonwater on eToro

Moonwater

🇿🇦 Multi-Strategy Stock Investor.

113 copiers.

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

Summary

Today

-4.95%

This Month

-9.29%

Year To Date

+31.25%

2 Years

+111.23%

5 Years

+16.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
33.84%
🖥️ Technology Services
19.01%
📊 ETFs
15.39%
💻 Electronic Technology
13.88%
💰 Finance
9.93%
🛍️ Retail Trade
7.2%
🍞 Consumer Non Durables
2.81%
⛏️ Energy Minerals
2.28%
🚚 Transportation
0.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
38.92%
🇺🇸 NYSE
30.16%
🇬🇧 LSE
1.41%
🇩🇰 Copenhagen Stock Exchange
0.31%

Countries Breakdown

Country
Total

🇺🇸 United States
53.69%
🇬🇧 United Kingdom
1.41%
🇩🇰 Denmark
0.31%

Dividends

Dividend Yield

0.72%

16 out of 21 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $CVX (4.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOO	0.21%	1.36%	-
CVX	0.09%	4.79%	$6.28
MSFT	0.08%	0.88%	$3
PEP	0.07%	3.79%	$5.15
AAPL	0.05%	0.51%	$0.97
GOOG	0.04%	0.52%	$0.2
LMT	0.04%	2.78%	$12.45
JPM	0.03%	2.18%	$4.4
GS	0.02%	2.36%	$11
V	0.02%	0.67%	$2.01
MA	0.01%	0.55%	$2.46
RR.L	0.01%	0.84%	-
STZ	0.01%	2.17%	$3.68
SVITZR.CO	0.01%	2.91%	-
OXY	0.01%	2.27%	$0.8
GOOGL	0.01%	0.53%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
STZ	Ex-Dividend	Apr 29, 2025	$1.02
JPM	Pay Day	Apr 30, 2025	$1.40
MA	Pay Day	May 9, 2025	$0.76
MSFT	Ex-Dividend	May 15, 2025	$0.83
STZ	Pay Day	May 15, 2025	$1.02
GS	Ex-Dividend	May 30, 2025	$3.00
MSFT	Pay Day	Jun 12, 2025	$0.83
GS	Pay Day	Jun 27, 2025	$3.00

Performance Metrics

Score 7.1/10

Beta

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

1.37

Jensen's Alpha

6.64

-2

Omega Ratio

1.57

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

0.61

0.3

0.6

Calmar Ratio

0.62

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

1.37

Jensen's Alpha

6.64

-2

Omega Ratio

1.57

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

0.61

0.3

0.6

Calmar Ratio

0.62

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.16

High:

ANSS

46.27

Low:

STZ

-381.89

Details

PEG Ratio

154.9

High:

RR.L

637.52

Low:

17.22

Details

Price/Book

8.54

High:

72.91

Low:

RR.L

-66.62

Details

Price/Sales

5.72

High:

17.78

Low:

CVX

1.27

Details

Price/CF

24.21

High:

40.56

Low:

2.57

Details

Price/FCF

47.68

High:

PEP

5,253.35

Low:

2.82

Details