Effective portfolio of OliveTreeFund on eToro

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OliveTreeFund

🇬🇷 Stock Investor.

5 copiers.

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

Effective Portfolio

Summary

+0.07%

Today

+52.41%

This Month

+118.11%

Year To Date

-84.12%

2 Years

-97.09%

5 Years

-52.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
3.81%
📈 Indexes
2.92%
🪙 Cryptocurrencies
2.29%
🧬 Health Technology
1.69%
💻 Electronic Technology
1.68%
📡 Communications
1.27%
🖥️ Technology Services
1.21%
📊 ETFs
1.1%
💵 Cash
0.74%
🧪 Process Industries
0.64%
💼 Commercial Services
0.32%
⛏️ Energy Minerals
0.18%
🚚 Transportation
0.11%
🛍️ Retail Trade
0.1%
🪨 Non Energy Minerals
0.08%
🍞 Consumer Non Durables
0.06%
💇‍♀️ Consumer Services
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
7%
🇺🇸 NYSE
5.13%
🌍 CFD
2.92%
🌍 Digital Currency
2.29%
🇭🇰 Hong Kong Exchanges
0.05%
🇬🇧 LSE
0.05%
🇺🇸 Chicago Board Options Exchange
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
8.23%
🇬🇧 United Kingdom
1.92%
🇨🇳 China
0.66%
🇧🇷 Brazil
0.09%
🇨🇾 Cyprus
0.06%
🇬🇷 Greece
0.05%
🇷🇺 Russia
0.05%
🇦🇺 Australia
0.04%
🇨🇴 Colombia
0.04%
🇨🇦 Canada
0.03%

Dividends

Dividend Yield

0.76%

28 out of 43 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORC	0.29%	21.98%	$1.56
PSEC	0.1%	20.22%	$0.72
VOD	0.09%	7.48%	$0.94
BEN	0.09%	7.16%	$1.23
O	0.04%	5.42%	$3.09
OGZDL.L	0.04%	67.74%	-
AMCR	0.03%	5.38%	$0.5
PBR	0.01%	15.8%	$1.73
EWZ	0.01%	7.77%	-
URA	0.01%	3.36%	-
SBLK	0.01%	15.52%	$1.82
FRO	0.01%	11.53%	$2.17
EC	0%	11.03%	$1.62
QQQ	0%	0.64%	-
EL	0%	3.71%	$2.64
DHR	0%	0.6%	$1.05
AAPL	0%	0.51%	$0.97
BHP	0%	5.27%	$3.01
9618.HK	0%	2.8%	$2.97
SBUX	0%	2.94%	$2.24
AVGO	0%	1.31%	$19.7
BABA	0%	0.9%	$0.98
AU	0%	2.1%	$0.22
MRVL	0%	0.46%	$0.24
9988.HK	0%	0.9%	$0.98
NVDA	0%	0.04%	$0.02
MSFT	0%	0.88%	$3
AG	0%	0.28%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
QQQ	Pay Day	Apr 24, 2025	$-
DHR	Pay Day	Apr 25, 2025	$0.32
PSEC	Ex-Dividend	Apr 28, 2025	$0.04
ORC	Ex-Dividend	Apr 30, 2025	$0.12
O	Ex-Dividend	May 1, 2025	$0.27
MRVL	Pay Day	May 1, 2025	$0.06
MSFT	Ex-Dividend	May 15, 2025	$0.83
O	Pay Day	May 15, 2025	$0.27
SBUX	Ex-Dividend	May 16, 2025	$0.61
PSEC	Pay Day	May 20, 2025	$0.04
ORC	Pay Day	May 29, 2025	$0.12
SBUX	Pay Day	May 30, 2025	$0.61
MSFT	Pay Day	Jun 12, 2025	$0.83
EWZ	Pay Day	Jun 17, 2025	$-
EC	Ex-Dividend	Jun 26, 2025	$0.52
EC	Pay Day	Jul 7, 2025	$0.52

Performance Metrics

Score 4.7/10

Beta

-3.25

-3.25

-4

0.8

1.2

-4

2

Sharpe Ratio

-0.38

-0.38

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.56

-0.56

-1

1

2

3

3

Jensen's Alpha

2.59

2.59

-2

0

2

4.5

4.5

Omega Ratio

0.72

0.72

0

1

1.5

2.5

2.5

Treynor Ratio

0.91

0.91

0

0.75

1.25

2

2

Information Ratio

-0.45

-0.45

-1

0.3

0.6

1

1

Calmar Ratio

-0.54

-0.54

-1

0.3

0.6

1

1

Beta

-3.25

-3.25

-4

0.8

1.2

-4

2

Sharpe Ratio

-0.38

-0.38

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.56

-0.56

-1

1

2

3

3

Jensen's Alpha

2.59

2.59

-2

0

2

4.5

4.5

Omega Ratio

0.72

0.72

0

1

1.5

2.5

2.5

Treynor Ratio

0.91

0.91

0

0.75

1.25

2

2

Information Ratio

-0.45

-0.45

-1

0.3

0.6

1

1

Calmar Ratio

-0.54

-0.54

-1

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.78

High:

PLTR

495.93

Low:

RGEN

-284.9

Details

PEG Ratio

66.27

High:

AU

824.62

Low:

MRVL

-904.67

Details

Price/Book

8.74

High:

AAPL

44.38

Low:

SBUX

-12.39

Details

Price/Sales

7.37

High:

PLTR

82.74

Low:

9618.HK

0.34

Details

Price/CF

29.08

High:

PLTR

165.72

Low:

VOD

1.64

Details

Price/FCF

42

High:

AG

515.16

Low:

VOD

2.7

Details

P/E Ratio

31.78

High:

PLTR

495.93

Low:

RGEN

-284.9

Details

PEG Ratio

66.27

High:

AU

824.62

Low:

MRVL

-904.67

Details

Price/Book

8.74

High:

AAPL

44.38

Low:

SBUX

-12.39

Details

Price/Sales

7.37

High:

PLTR

82.74

Low:

9618.HK

0.34

Details

Price/CF

29.08

High:

PLTR

165.72

Low:

VOD

1.64

Details

Price/FCF

42

High:

AG

515.16

Low:

VOD

2.7

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-99.02%	Jul 2020	-	58
-3.3%	May 2020	Jun 2020	1

Monthly Performance