Portfolio of Palinved on eToro

Palinved

🇪🇸 Value Stock Investor.

11 copiers.

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

Summary

Today

-4.78%

This Month

-11.24%

Year To Date

+38.96%

2 Years

+47.42%

5 Years

+16.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.07%
💰 Finance
19.96%
💇‍♀️ Consumer Services
15.86%
🛍️ Retail Trade
8.92%
❓ Other
7.04%
🏭 Industrial Services
5.97%
🍞 Consumer Non Durables
4.46%
⚡ Utilities
2.53%
🧪 Process Industries
2.04%
📡 Communications
1.73%
📊 ETFs
1.58%
💻 Electronic Technology
1.43%
🛠️ Producer Manufacturing
1.17%
💼 Commercial Services
1.09%
💵 Cash
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
56.35%
🇺🇸 NYSE
37%
🇫🇷 Euronext Paris
6.49%

Countries Breakdown

Country
Total

🇺🇸 United States
76.94%
🇫🇷 France
6.49%
🇧🇲 Bermuda
2.53%
🇨🇦 Canada
2.1%
🇮🇱 Israel
1.73%
🇹🇼 Taiwan
1.43%

Dividends

Dividend Yield

2.31%

23 out of 30 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $GBDC (11.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GBDC	0.34%	11.04%	-
EPR	0.31%	6.96%	$3.34
EPD	0.21%	6.83%	$2.03
BXSL	0.18%	9.07%	-
FDUS	0.18%	9.3%	-
VICI	0.16%	5.26%	$1.66
BIP	0.15%	5.9%	$0.41
VRLA.PA	0.12%	5.92%	$2.15
MC.PA	0.12%	2.68%	$13
ITRN	0.09%	5.01%	$1.17
MFC	0.08%	3.99%	$1.13
BKNG	0.06%	0.78%	$17.5
MSFT	0.05%	0.88%	$3
META	0.05%	0.4%	$1
GOOGL	0.05%	0.53%	$0.2
ALL	0.03%	1.93%	$3.62
V	0.03%	0.67%	$2.01
MA	0.02%	0.55%	$2.46
RCL	0.02%	0.88%	-
TSM	0.02%	1.35%	$1.74
CASY	0.02%	0.43%	$1.79
QQQ	0.01%	0.64%	-
POWL	0.01%	0.64%	$1.06

Next Dividends

Stock	Type	Date	Pay Per Share
MC.PA	Ex-Dividend	Apr 24, 2025	$8.54
QQQ	Pay Day	Apr 24, 2025	$0.72
MC.PA	Pay Day	Apr 28, 2025	$8.54
EPD	Ex-Dividend	Apr 30, 2025	$0.54
EPR	Ex-Dividend	Apr 30, 2025	$0.30
CASY	Ex-Dividend	May 1, 2025	$0.50
MA	Pay Day	May 9, 2025	$0.76
VRLA.PA	Ex-Dividend	May 13, 2025	$1.87
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
CASY	Pay Day	May 15, 2025	$0.50
VRLA.PA	Pay Day	May 15, 2025	$1.87
EPR	Pay Day	May 15, 2025	$0.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 6.9/10

Beta

1.04

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

Jensen's Alpha

7.5

-2

Omega Ratio

1.88

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

0.9

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Beta

1.04

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

Jensen's Alpha

7.5

-2

Omega Ratio

1.88

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

0.9

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.47

High:

BIP

2,607.48

Low:

ALL

11.46

Details

PEG Ratio

110.79

High:

VICI

368.56

Low:

CCL

0.43

Details

Price/Book

7.13

High:

72.91

Low:

BKNG

-37.48

Details

Price/Sales

6.18

High:

17.78

Low:

BIP

0.61

Details

Price/CF

19.54

High:

POWL

43.56

Low:

MFC

2.84

Details

Price/FCF

40.7

High:

EPD

511.93

Low:

MFC

3.22

Details