Effective portfolio of OliveTreeFund on eToro

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OliveTreeFund

🇬🇷 Stock Investor.

6 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

-6.61%

This Month

+43.53%

Year To Date

-87.45%

2 Years

-98.1%

5 Years

-55.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📡 Communications
6.45%
💰 Finance
4.62%
🪙 Cryptocurrencies
2.53%
🧬 Health Technology
1.7%
📊 ETFs
1.21%
💻 Electronic Technology
0.99%
🖥️ Technology Services
0.99%
📈 Indexes
0.88%
🪨 Non Energy Minerals
0.73%
🧪 Process Industries
0.6%
🚗 Consumer Durables
0.55%
🛠️ Producer Manufacturing
0.54%
⛏️ Energy Minerals
0.23%
🚚 Transportation
0.19%
🛍️ Retail Trade
0.14%
🍞 Consumer Non Durables
0.11%
💇‍♀️ Consumer Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
11.34%
🇺🇸 NYSE
7.38%
🌍 Digital Currency
2.53%
🌍 CFD
0.88%
🇺🇸 Chicago Board Options Exchange
0.23%
🇭🇰 Hong Kong Exchanges
0.08%
🇬🇧 LSE
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
14.1%
🇬🇧 United Kingdom
1.34%
🇨🇳 China
0.71%
🇨🇦 Canada
0.65%
🇨🇭 Switzerland
0.6%
🇧🇷 Brazil
0.13%
🇨🇾 Cyprus
0.1%
🇬🇷 Greece
0.09%
🇦🇺 Australia
0.06%
🇷🇺 Russia
0.05%
🇨🇴 Colombia
0.05%

Dividends

Dividend Yield

0.91%

28 out of 45 instruments pay dividend.

12 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORC	0.28%	20.75%	$1.56
PSEC	0.24%	22.15%	$0.72
BEN	0.08%	5.81%	$1.23
VOD	0.06%	4.63%	$0.94
WHR	0.05%	8.43%	$7
O	0.04%	5.65%	$3.09
OGZDL.L	0.03%	67.74%	-
AMCR	0.03%	5.57%	$0.5
PBR	0.02%	15.71%	$1.73
EWZ	0.01%	7.39%	-
B	0.01%	1.95%	$0.4
URA	0.01%	2.39%	-
SBLK	0.01%	8.63%	$1.82
FRO	0.01%	7.6%	$2.17
EC	0.01%	11.05%	$1.62
EL	0%	2.5%	$2.64
BHP	0%	4.94%	$3.01
QQQ	0%	0.58%	-
DHR	0%	0.6%	$1.05
9618.HK	0%	3.02%	$2.97
SBUX	0%	2.68%	$2.24
BABA	0%	0.86%	$0.98
AU	0%	2.01%	$0.22
MRVL	0%	0.35%	$0.24
9988.HK	0%	0.89%	$0.98
AVGO	0%	0.91%	$19.7
AAPL	0%	0.5%	$0.97
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
AMCR	Pay Day	Jun 10, 2025	$0.13
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
BABA	Ex-Dividend	Jun 12, 2025	$0.95
FRO	Ex-Dividend	Jun 12, 2025	$0.18
O	Pay Day	Jun 13, 2025	$0.27
AU	Pay Day	Jun 13, 2025	$0.12
WHR	Pay Day	Jun 15, 2025	$1.75
EL	Pay Day	Jun 16, 2025	$0.35
B	Pay Day	Jun 16, 2025	$0.10
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
SBLK	Pay Day	Jun 20, 2025	$0.05
FRO	Pay Day	Jun 24, 2025	$0.18
PSEC	Ex-Dividend	Jun 26, 2025	$0.04
DHR	Ex-Dividend	Jun 27, 2025	$0.32
BEN	Ex-Dividend	Jun 27, 2025	$0.32
ORC	Pay Day	Jun 27, 2025	$0.12
AVGO	Pay Day	Jun 30, 2025	$0.59
NVDA	Pay Day	Jul 3, 2025	$0.01
9988.HK	Pay Day	Jul 3, 2025	$0.25
BABA	Pay Day	Jul 10, 2025	$0.95
BEN	Pay Day	Jul 11, 2025	$0.32
PSEC	Pay Day	Jul 22, 2025	$0.04
DHR	Pay Day	Jul 25, 2025	$0.32
VOD	Pay Day	Aug 1, 2025	$0.25
PBR	Pay Day	Sep 29, 2025	$0.11
EWZ	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 4.7/10

Beta

-3.3

-3.3

-4

0.8

1.2

-4

2

Sharpe Ratio

-0.34

-0.34

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.51

-0.51

-1

1

2

3

3

Jensen's Alpha

8.82

8.82

-2

0

2

9

9

Omega Ratio

0.74

0.74

0

1

1.5

2.5

2.5

Treynor Ratio

0.8

0.8

0

0.75

1.25

2

2

Information Ratio

-0.42

-0.42

-1

0.3

0.6

1

1

Calmar Ratio

-0.52

-0.52

-1

0.3

0.6

1

1

Beta

-3.3

-3.3

-4

0.8

1.2

-4

2

Sharpe Ratio

-0.34

-0.34

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.51

-0.51

-1

1

2

3

3

Jensen's Alpha

8.82

8.82

-2

0

2

9

9

Omega Ratio

0.74

0.74

0

1

1.5

2.5

2.5

Treynor Ratio

0.8

0.8

0

0.75

1.25

2

2

Information Ratio

-0.42

-0.42

-1

0.3

0.6

1

1

Calmar Ratio

-0.52

-0.52

-1

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

54.19

High:

WHR

615.04

Low:

RGEN

-311.71

Details

PEG Ratio

279.59

High:

O

1,959.74

Low:

MRVL

-238.26

Details

Price/Book

5.08

High:

PLTR

55.56

Low:

SBUX

-13.36

Details

Price/Sales

6.67

High:

ASTS

1,506.85

Low:

QS

-

Details

Price/CF

20.29

High:

PLTR

161.45

Low:

VOD

1.64

Details

Price/FCF

30.78

High:

SBUX

1,256.06

Low:

VOD

2.7

Details

P/E Ratio

54.19

High:

WHR

615.04

Low:

RGEN

-311.71

Details

PEG Ratio

279.59

High:

O

1,959.74

Low:

MRVL

-238.26

Details

Price/Book

5.08

High:

PLTR

55.56

Low:

SBUX

-13.36

Details

Price/Sales

6.67

High:

ASTS

1,506.85

Low:

QS

-

Details

Price/CF

20.29

High:

PLTR

161.45

Low:

VOD

1.64

Details

Price/FCF

30.78

High:

SBUX

1,256.06

Low:

VOD

2.7

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-99.02%	Jul 2020	-	60
-3.3%	May 2020	Jun 2020	1

Monthly Performance