Effective portfolio of Ogi1978 on eToro

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Ogi1978

🇱🇻 Stock 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

+0.21%

Today

+2.14%

This Month

+10.87%

Year To Date

+32.46%

2 Years

+32.44%

5 Years

+6.09%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧬 Health Technology
18.78%
💰 Finance
13.14%
📊 ETFs
11.32%
🛍️ Retail Trade
10.44%
🪙 Cryptocurrencies
10.19%
⛏️ Energy Minerals
7.99%
🖥️ Technology Services
7.39%
🪨 Non Energy Minerals
5.96%
📡 Communications
5.36%
🚗 Consumer Durables
3.23%
💻 Electronic Technology
2.21%
💇‍♀️ Consumer Services
1.64%
🛠️ Producer Manufacturing
0.99%
💵 Cash
0.55%
❓ Other
0.35%
🏭 Industrial Services
0.27%
⚡ Utilities
0.16%
🏥 Health Services
0.15%
🍞 Consumer Non Durables
0.12%
🧪 Process Industries
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.05%
🇩🇪 FRA
14.81%
🇺🇸 Nasdaq
10.64%
🌍 Digital Currency
10.19%
🇫🇷 Euronext Paris
7.81%
🇭🇰 Hong Kong Exchanges
6.36%
🇬🇧 LSE
3.5%
🇮🇹 Borsa Italiana
2.21%
🇨🇭 SIX
1.57%
🇺🇸 OTC Markets Stock Exchange
0.69%
🇸🇪 Stockholm Stock Exchange
0.37%
🇦🇪 Dubai Financial Market
0.35%
🇩🇰 Copenhagen Stock Exchange
0.12%
🇪🇸 Bolsa De Madrid
0.1%

Countries Breakdown

Country
Total

🇺🇸 United States
26.54%
🇩🇪 Germany
14.81%
🇨🇭 Switzerland
9.65%
🇨🇳 China
8.32%
🇫🇷 France
7.81%
🇬🇧 United Kingdom
5.29%
🇮🇹 Italy
2.21%
🇯🇵 Japan
1.67%
🇸🇪 Sweden
0.49%
🇮🇪 Ireland
0.4%
🇱🇺 Luxembourg
0.27%
🇺🇾 Uruguay
0.17%
🇩🇰 Denmark
0.12%
🇪🇸 Spain
0.1%
🇮🇱 Israel
0.07%
🇦🇹 Austria
0%

Dividends

Dividend Yield

3.05%

62 out of 86 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $EMAARDEV.AE (10.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.58%	7.28%	$1.66
CA.PA	0.48%	7.12%	$0.87
NVS	0.2%	2.78%	$3.2
ENI.MI	0.16%	7.65%	$0.94
SHEL.L	0.15%	4.32%	$0.8
DTE.DE	0.14%	2.66%	$0.77
EWG	0.13%	1.91%	-
00857.HK	0.11%	7.49%	$0.48
HEI.DE	0.11%	1.84%	$3
MRK	0.1%	4.05%	$3.04
1288.HK	0.1%	4.87%	$0.25
CON.DE	0.1%	3.28%	$2.2
SPHD	0.07%	3.44%	-
0386.HK	0.07%	7.33%	$0.37
BAC	0.07%	2.31%	$0.96
FDJU.PA	0.06%	6.45%	$1.78
SLHN.ZU	0.06%	4.24%	$33
0968.HK	0.06%	10.55%	$0.23
BCS	0.04%	2.34%	$0.39
MSFT	0.04%	0.69%	$3
EMAARDEV.AE	0.04%	10.6%	-
2318.HK	0.03%	6.09%	$2.63
MFG	0.02%	2.08%	$0.12
BABA	0.02%	0.86%	$0.98
MUFG	0.02%	1.71%	$0.23
BETSB.ST	0.01%	3.83%	-
VOO	0.01%	1.29%	-
VTI	0.01%	1.29%	-
VWO	0.01%	3.02%	-
HOT.DE	0.01%	3.18%	$4.4
WH	0.01%	1.89%	$1.46
SDZNY	0.01%	0.76%	$0.3
MU	0%	0.42%	$0.46
ABBN.ZU	0%	1.9%	$0.87
IBE.MC	0%	3.21%	$0.45
ROCKB.CO	0%	2.05%	$43
0656.HK	0%	0.45%	$0.04
ETN	0%	1.16%	$3.6
GAW.L	0%	3.23%	$5.5
PRY.MI	0%	1.37%	$0.7
BAYN.DE	0%	0.42%	$0.11
GRMN	0%	1.74%	$3.71
JNPR	0%	2.45%	$0.88
TT	0%	0.83%	$3.27
SU.PA	0%	1.71%	$3.5
NEE	0%	3%	$1.97
01211.HK	0%	1.06%	$3.41
SW	0%	3.39%	$1.18
NEX.PA	0%	2.54%	$2.3
UI	0%	0.59%	$2.4
GOOG	0%	0.46%	$0.2
VIE.PA	0%	4.65%	$1.25
VRSK	0%	0.53%	$1.46
V	0%	0.62%	$2.01
INTU	0%	0.54%	$3.6
CRM	0%	0.59%	$0.4
BCC	0%	0.97%	$0.8
ECL	0%	0.94%	$2.24
COST	0%	0.47%	$19.22
WAB	0%	0.44%	$0.74
TTEK	0%	0.67%	$1.07
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
0386.HK	Ex-Dividend	Jun 9, 2025	$0.02
01211.HK	Ex-Dividend	Jun 10, 2025	$0.55
WAB	Pay Day	Jun 10, 2025	$0.25
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
0656.HK	Ex-Dividend	Jun 11, 2025	$0.00
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
PFE	Pay Day	Jun 13, 2025	$0.43
VRSK	Ex-Dividend	Jun 13, 2025	$0.45
WH	Ex-Dividend	Jun 13, 2025	$0.41
GOOG	Pay Day	Jun 16, 2025	$0.21
MRK	Ex-Dividend	Jun 16, 2025	$0.81
NEE	Pay Day	Jun 16, 2025	$0.57
GRMN	Ex-Dividend	Jun 16, 2025	$0.90
ECL	Ex-Dividend	Jun 17, 2025	$0.65
00857.HK	Ex-Dividend	Jun 17, 2025	$0.03
EWG	Pay Day	Jun 17, 2025	$0.00
CRM	Ex-Dividend	Jun 18, 2025	$0.42
SW	Pay Day	Jun 18, 2025	$0.43
BCC	Pay Day	Jun 18, 2025	$0.21
JNPR	Pay Day	Jun 23, 2025	$0.22
SHEL.L	Pay Day	Jun 23, 2025	$0.36
BAC	Pay Day	Jun 27, 2025	$0.26
0386.HK	Pay Day	Jun 27, 2025	$0.02
GRMN	Pay Day	Jun 27, 2025	$0.90
2318.HK	Pay Day	Jun 30, 2025	$0.22
TT	Pay Day	Jun 30, 2025	$0.94
VRSK	Pay Day	Jun 30, 2025	$0.45
WH	Pay Day	Jun 30, 2025	$0.41
NVDA	Pay Day	Jul 3, 2025	$0.01
IBE.MC	Ex-Dividend	Jul 4, 2025	$0.46
HOT.DE	Pay Day	Jul 7, 2025	$5.46
MRK	Pay Day	Jul 8, 2025	$0.81
BABA	Pay Day	Jul 10, 2025	$0.95
CRM	Pay Day	Jul 10, 2025	$0.42
INTU	Ex-Dividend	Jul 10, 2025	$1.04
ECL	Pay Day	Jul 15, 2025	$0.65
0656.HK	Pay Day	Jul 16, 2025	$0.00
INTU	Pay Day	Jul 18, 2025	$1.04
00857.HK	Pay Day	Jul 24, 2025	$0.03
01211.HK	Pay Day	Jul 29, 2025	$0.55
IBE.MC	Pay Day	Jul 30, 2025	$0.46

Performance Metrics

Score 3.2/10

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

0.23

0.23

0

0.5

1

1.5

1.5

Sortino Ratio

0.37

0.37

0

1

2

3

3

Jensen's Alpha

-4.04

-4.04

-5

0

2

4.5

4.5

Omega Ratio

0.69

0.69

0

1

1.5

2.5

2.5

Treynor Ratio

0.39

0.39

0

0.75

1.25

2

2

Information Ratio

-0.5

-0.5

-1

0.3

0.6

1

1

Calmar Ratio

0.19

0.19

0

0.3

0.6

1

1

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

0.23

0.23

0

0.5

1

1.5

1.5

Sortino Ratio

0.37

0.37

0

1

2

3

3

Jensen's Alpha

-4.04

-4.04

-5

0

2

4.5

4.5

Omega Ratio

0.69

0.69

0

1

1.5

2.5

2.5

Treynor Ratio

0.39

0.39

0

0.75

1.25

2

2

Information Ratio

-0.5

-0.5

-1

0.3

0.6

1

1

Calmar Ratio

0.19

0.19

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.79

High:

MNDY

309.66

Low:

SDZNY

-29,727.78

Details

PEG Ratio

71.48

High:

COST

618.2

Low:

IOT

-362.83

Details

Price/Book

4.43

High:

VRSK

363.66

Low:

NIO

-139.72

Details

Price/Sales

3.71

High:

ARM

35.38

Low:

1628.HK

0.04

Details

Price/CF

10.32

High:

TTWO

18,296.3

Low:

1288.HK

0.54

Details

Price/FCF

18.79

High:

NEE

2,356.18

Low:

1288.HK

0.57

Details

P/E Ratio

25.79

High:

MNDY

309.66

Low:

SDZNY

-29,727.78

Details

PEG Ratio

71.48

High:

COST

618.2

Low:

IOT

-362.83

Details

Price/Book

4.43

High:

VRSK

363.66

Low:

NIO

-139.72

Details

Price/Sales

3.71

High:

ARM

35.38

Low:

1628.HK

0.04

Details

Price/CF

10.32

High:

TTWO

18,296.3

Low:

1288.HK

0.54

Details

Price/FCF

18.79

High:

NEE

2,356.18

Low:

1288.HK

0.57

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

Monthly Performance