Portfolio of Palinved on eToro

Palinved

🇪🇸 Value Stock Investor.

10 copiers.

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

Summary

+0.13%

Today

+1.47%

This Month

+3.9%

Year To Date

+53.13%

2 Years

+72.57%

5 Years

+21.95%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.13%
💇‍♀️ Consumer Services
16.65%
💰 Finance
15.96%
🏭 Industrial Services
11.34%
❓ Other
6.46%
🛍️ Retail Trade
4.56%
⛏️ Energy Minerals
3.99%
🍞 Consumer Non Durables
3.66%
⚡ Utilities
2.59%
🧪 Process Industries
1.7%
📡 Communications
1.66%
💻 Electronic Technology
1.64%
📊 ETFs
1.6%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.21%
🇺🇸 NYSE
42.37%
🇫🇷 Euronext Paris
5.36%

Countries Breakdown

Country
Total

🇺🇸 United States
78.63%
🇫🇷 France
5.36%
🇧🇲 Bermuda
2.59%
🇨🇦 Canada
2.01%
🇮🇱 Israel
1.66%
🇹🇼 Taiwan
1.64%

Dividends

Dividend Yield

2.49%

23 out of 28 instruments pay dividend.

12 dividend payments in the next 30 days.

Highest Dividend: $GBDC (10.4%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EGY	0.29%	7.39%	$0.25
GBDC	0.29%	10.4%	-
EPR	0.27%	6.15%	$3.34
EPD	0.18%	6.83%	$2.03
BXSL	0.17%	9.07%	-
ET	0.15%	7.32%	$1.25
FDUS	0.15%	8.56%	-
KGS.US	0.15%	4.62%	$1.14
BIP	0.13%	4.99%	$0.41
VRLA.PA	0.1%	6.05%	$2.15
MC.PA	0.1%	2.76%	$13
ITRN	0.08%	4.75%	$1.17
JXN	0.08%	3.66%	$2.64
MFC	0.07%	3.64%	$1.13
BKNG	0.05%	0.66%	$17.5
MSFT	0.05%	0.69%	$3
META	0.04%	0.3%	$1
GOOGL	0.04%	0.48%	$0.2
RCL	0.03%	0.9%	-
V	0.02%	0.62%	$2.01
MA	0.02%	0.49%	$2.46
TSM	0.02%	1.11%	$1.74
QQQ	0.01%	0.63%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
JXN	Ex-Dividend	Jun 12, 2025	$0.80
GBDC	Ex-Dividend	Jun 13, 2025	$0.39
FDUS	Ex-Dividend	Jun 13, 2025	$0.11
META	Ex-Dividend	Jun 16, 2025	$0.52
GOOGL	Pay Day	Jun 16, 2025	$0.21
EPR	Pay Day	Jun 16, 2025	$0.30
ITRN	Ex-Dividend	Jun 18, 2025	$0.50
MFC	Pay Day	Jun 19, 2025	$0.32
FDUS	Pay Day	Jun 25, 2025	$0.11
META	Pay Day	Jun 26, 2025	$0.52
JXN	Pay Day	Jun 26, 2025	$0.80
GBDC	Pay Day	Jun 27, 2025	$0.39
BKNG	Pay Day	Jun 30, 2025	$9.60
BIP	Pay Day	Jun 30, 2025	$0.43
ITRN	Pay Day	Jul 2, 2025	$0.50
RCL	Pay Day	Jul 3, 2025	$0.75
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 7.4/10

Beta

1.06

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

8.4

-2

Omega Ratio

2.06

1.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

1.02

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

1.06

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

8.4

-2

Omega Ratio

2.06

1.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

1.02

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.15

High:

JXN

80.51

Low:

BIP

-1,279.01

Details

PEG Ratio

124.91

High:

309.82

Low:

CCL

0.57

Details

Price/Book

8.53

High:

79.68

Low:

BKNG

-29.73

Details

Price/Sales

7.56

High:

19.31

Low:

EGY

0.71

Details

Price/CF

16.99

High:

32.43

Low:

JXN

1.03

Details

Price/FCF

38.6

High:

EPD

511.93

Low:

JXN

1.08

Details