Effective portfolio of Ogi1978 on eToro

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Ogi1978

🇱🇻 Stock, ETF and Crypto Investor.

1 copier.

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

Effective Portfolio

Summary

-0.03%

This Month

+20.09%

Year To Date

+49.94%

2 Years

+56.74%

5 Years

+43.46%

10 Years

+7.48%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
15.64%
📊 ETFs
15.08%
🪙 Cryptocurrencies
13.58%
🧬 Health Technology
11.3%
⛏️ Energy Minerals
8.68%
🖥️ Technology Services
7.91%
💵 Cash
6.35%
📡 Communications
5.57%
🪨 Non Energy Minerals
4.14%
🛍️ Retail Trade
3.17%
💻 Electronic Technology
2.89%
💇‍♀️ Consumer Services
2.48%
🍞 Consumer Non Durables
1.17%
🛠️ Producer Manufacturing
1.11%
🧪 Process Industries
0.86%
🏥 Health Services
0.78%
🏭 Industrial Services
0.35%
⚡ Utilities
0.15%
🚗 Consumer Durables
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.73%
🌍 Digital Currency
13.58%
🇺🇸 Nasdaq
11.58%
🇩🇪 FRA
11.28%
🇭🇰 Hong Kong Exchanges
6.92%
🇩🇪 Xetra ETFs
6.49%
🇬🇧 LSE
4.93%
🇮🇹 Borsa Italiana
2.48%
🇫🇷 Euronext Paris
2.1%
🇨🇭 SIX
1.64%
🇺🇸 OTC Markets Stock Exchange
0.79%
🇸🇪 Stockholm Stock Exchange
0.3%
🇪🇸 Bolsa De Madrid
0.1%
🇩🇰 Copenhagen Stock Exchange
0.1%

Countries Breakdown

Country
Total

🇺🇸 United States
27.98%
🇩🇪 Germany
11.28%
🇬🇧 United Kingdom
7.36%
🇨🇳 China
6.92%
🇨🇭 Switzerland
4.58%
🇮🇹 Italy
2.48%
🇯🇵 Japan
2.28%
🇫🇷 France
2.1%
🇮🇪 Ireland
0.41%
🇸🇪 Sweden
0.3%
🇱🇺 Luxembourg
0.27%
🇺🇾 Uruguay
0.17%
🇪🇸 Spain
0.1%
🇩🇰 Denmark
0.1%
🇮🇱 Israel
0.03%

Dividends

Dividend Yield

2.14%

60 out of 85 instruments pay dividend.

18 dividend payments in the next 30 days.

Highest Dividend: $CA.PA (7.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.34%	6.87%	$1.66
ENI.MI	0.16%	7%	$0.94
DTE.DE	0.16%	2.84%	$0.77
SHEL.L	0.15%	4.09%	$0.8
FDJU.PA	0.14%	7.35%	$1.78
MRK	0.12%	3.82%	$3.04
00857.HK	0.11%	6.72%	$0.48
EWG	0.11%	1.6%	-
1288.HK	0.1%	4.83%	$0.25
BAC	0.07%	2.13%	$0.96
HEI.DE	0.07%	1.66%	$3
SLHN.ZU	0.06%	4.19%	$33
0386.HK	0.06%	6.04%	$0.37
BCS	0.05%	2.2%	$0.39
NVS	0.05%	2.53%	$3.2
MSFT	0.04%	0.67%	$3
2318.HK	0.03%	5.04%	$2.63
VGWD.DE	0.03%	2.44%	-
TSCO.L	0.03%	3.11%	$0.12
WCH.DE	0.03%	3.91%	$3
MUFG	0.03%	2.3%	$0.23
NKE	0.02%	2.16%	$1.45
MFG	0.02%	2.57%	$0.12
UNH	0.02%	2.73%	$7.74
BETSB.ST	0.01%	4.64%	-
VTI	0.01%	1.22%	-
VOO	0.01%	1.22%	-
0968.HK	0.01%	1.14%	$0.23
CA.PA	0.01%	7.49%	$0.87
HOT.DE	0.01%	2.39%	$4.4
WH	0.01%	1.86%	$1.46
SDZNY	0.01%	0.66%	$0.3
MCB	0%	0.19%	-
MU	0%	0.35%	$0.46
ABBN.ZU	0%	1.64%	$0.87
IBE.MC	0%	3.3%	$0.45
BRBY.L	0%	5.07%	$0.61
ROCKB.CO	0%	2.61%	$43
GAW.L	0%	3.65%	$5.5
0656.HK	0%	0.37%	$0.04
ETN	0%	1.16%	$3.6
PRY.MI	0%	1.05%	$0.7
BAYN.DE	0%	0.39%	$0.11
GRMN	0%	1.52%	$3.71
TT	0%	0.88%	$3.27
NEE	0%	3.12%	$1.97
SW	0%	3.4%	$1.18
01211.HK	0%	1.37%	$3.41
NEX.PA	0%	2.09%	$2.3
UI	0%	0.45%	$2.4
SU.PA	0%	1.79%	$3.5
GOOG	0%	0.35%	$0.2
SIE.DE	0%	2.31%	$4.7
VRSK	0%	0.64%	$1.46
V	0%	0.69%	$2.01
CARR	0%	1.32%	$0.76
INTU	0%	0.64%	$3.6
CRM	0%	0.65%	$0.4
WAB	0%	0.49%	$0.74
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
UI	Pay Day	Sep 8, 2025	$0.80
2318.HK	Ex-Dividend	Sep 10, 2025	$0.13
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GRMN	Ex-Dividend	Sep 12, 2025	$0.90
GOOG	Pay Day	Sep 15, 2025	$0.21
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
NEE	Pay Day	Sep 15, 2025	$0.57
00857.HK	Ex-Dividend	Sep 15, 2025	$0.03
VRSK	Ex-Dividend	Sep 15, 2025	$0.45
WH	Ex-Dividend	Sep 15, 2025	$0.41
BCS	Pay Day	Sep 16, 2025	$0.16
CRM	Ex-Dividend	Sep 17, 2025	$0.42
SW	Pay Day	Sep 18, 2025	$0.43
ENI.MI	Ex-Dividend	Sep 22, 2025	$0.31
SHEL.L	Pay Day	Sep 22, 2025	$0.36
UNH	Pay Day	Sep 23, 2025	$2.21
ENI.MI	Pay Day	Sep 24, 2025	$0.31
0386.HK	Pay Day	Sep 25, 2025	$0.01
BAC	Pay Day	Sep 26, 2025	$0.28
GRMN	Pay Day	Sep 26, 2025	$0.90
TT	Pay Day	Sep 30, 2025	$0.94
VRSK	Pay Day	Sep 30, 2025	$0.45
WH	Pay Day	Sep 30, 2025	$0.41
NKE	Pay Day	Oct 1, 2025	$0.40
NVDA	Pay Day	Oct 2, 2025	$0.01
GAW.L	Pay Day	Oct 3, 2025	$0.73
MRK	Pay Day	Oct 7, 2025	$0.81
CRM	Pay Day	Oct 9, 2025	$0.42
INTU	Ex-Dividend	Oct 9, 2025	$1.20
0968.HK	Pay Day	Oct 10, 2025	$0.00
INTU	Pay Day	Oct 17, 2025	$1.20
00857.HK	Pay Day	Oct 23, 2025	$0.03
2318.HK	Pay Day	Oct 24, 2025	$0.13

Performance Metrics

Score 3.4/10

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

0.34

0.34

0

0.5

1

1.5

1.5

Sortino Ratio

0.53

0.53

0

1

2

3

3

Jensen's Alpha

-3.66

-3.66

-4

0

2

4.5

4.5

Omega Ratio

0.7

0.7

0

1

1.5

2.5

2.5

Treynor Ratio

0.55

0.55

0

0.75

1.25

2

2

Information Ratio

-0.49

-0.49

-1

0.3

0.6

1

1

Calmar Ratio

0.25

0.25

0

0.3

0.6

1

1

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

0.34

0.34

0

0.5

1

1.5

1.5

Sortino Ratio

0.53

0.53

0

1

2

3

3

Jensen's Alpha

-3.66

-3.66

-4

0

2

4.5

4.5

Omega Ratio

0.7

0.7

0

1

1.5

2.5

2.5

Treynor Ratio

0.55

0.55

0

0.75

1.25

2

2

Information Ratio

-0.49

-0.49

-1

0.3

0.6

1

1

Calmar Ratio

0.25

0.25

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.94

High:

MNDY

250.58

Low:

CRWD

-349.01

Details

PEG Ratio

95.78

High:

VRSK

789.28

Low:

IOT

-397.77

Details

Price/Book

4.84

High:

VRSK

121.15

Low:

1628.HK

-0.02

Details

Price/Sales

4.24

High:

ARM

35.71

Low:

1628.HK

0.03

Details

Price/CF

15.69

High:

TTWO

434.3

Low:

2318.HK

1

Details

Price/FCF

39.53

High:

NEE

2,356.18

Low:

2318.HK

1.13

Details

P/E Ratio

26.94

High:

MNDY

250.58

Low:

CRWD

-349.01

Details

PEG Ratio

95.78

High:

VRSK

789.28

Low:

IOT

-397.77

Details

Price/Book

4.84

High:

VRSK

121.15

Low:

1628.HK

-0.02

Details

Price/Sales

4.24

High:

ARM

35.71

Low:

1628.HK

0.03

Details

Price/CF

15.69

High:

TTWO

434.3

Low:

2318.HK

1

Details

Price/FCF

39.53

High:

NEE

2,356.18

Low:

2318.HK

1.13

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-30.07%	Sep 2021	Nov 2024	38
-3.69%	Dec 2024	Jan 2025	1
-1.58%	Feb 2025	May 2025	3
-0.74%	Feb 2021	Mar 2021	1
-0.32%	Oct 2020	Nov 2020	1
-0.09%	Dec 2020	Jan 2021	1
-0.03%	Sep 2025	-	1

Monthly Performance