Effective portfolio of PoseaGeorge on eToro

Loading...

PoseaGeorge

🇷🇴 ETF and 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

+0.8%

Today

+3.67%

This Month

+6.08%

Year To Date

+59.91%

2 Years

+59.91%

5 Years

+32.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
55.12%
🖥️ Technology Services
15.93%
💻 Electronic Technology
10.43%
🏥 Health Services
5.69%
🪙 Cryptocurrencies
3.26%
🧬 Health Technology
2.47%
💰 Finance
1.71%
💇‍♀️ Consumer Services
1.33%
💵 Cash
1.17%
🛍️ Retail Trade
0.87%
🍞 Consumer Non Durables
0.62%
🧩 Miscellaneous
0.43%
🪨 Non Energy Minerals
0.22%
💼 Commercial Services
0.18%
🏭 Industrial Services
0.16%
🚚 Transportation
0.12%
🛠️ Producer Manufacturing
0.08%
⛏️ Energy Minerals
0.08%
📈 Indexes
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
72.01%
🇺🇸 Nasdaq
18.68%
🌍 Digital Currency
3.26%
🇬🇧 LSE
1.8%
🇩🇪 Xetra ETFs
1.13%
🇩🇪 FRA
0.76%
🇩🇰 Copenhagen Stock Exchange
0.38%
🇫🇷 Euronext Paris
0.26%
🇭🇰 Hong Kong Exchanges
0.19%
🇸🇪 Stockholm Stock Exchange
0.16%
🇮🇹 Borsa Italiana
0.08%
🌍 CFD
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
35.78%
🇬🇧 United Kingdom
1.55%
🇩🇪 Germany
0.76%
🇩🇰 Denmark
0.61%
🇫🇷 France
0.26%
🇱🇺 Luxembourg
0.22%
🇨🇳 China
0.19%
🇸🇪 Sweden
0.16%
🇰🇷 South Korea
0.16%
🇬🇷 Greece
0.12%
🇮🇹 Italy
0.08%

Dividends

Dividend Yield

1.11%

30 out of 49 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PAGP (9.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VTI	0.69%	1.29%	-
UNH	0.17%	2.98%	$7.74
LUCK	0.03%	1.98%	$0.11
AZN.L	0.03%	2.31%	$2.28
TX	0.02%	8.53%	$3.3
BATS.L	0.02%	6.31%	$2.36
MET	0.02%	2.87%	$2.11
AMGN	0.01%	3.03%	$8.76
PAGP	0.01%	9.3%	$1.17
BMY	0.01%	5.12%	$2.34
EUN5.DE	0.01%	3.39%	-
EMG.L	0.01%	7.09%	$0.13
EUNT.DE	0.01%	2.97%	-
META	0.01%	0.29%	$1
MC.PA	0.01%	2.73%	$13
EVO.ST	0.01%	3.6%	$31.03
ENI.MI	0.01%	7.13%	$0.94
VCTR	0.01%	2.68%	$1.35
AMLP	0.01%	8.03%	-
DAC	0%	3.72%	$3.15
NVO	0%	1.77%	$0.98
COST	0%	0.52%	$19.22
RHM.DE	0%	0.46%	$5.7
SMSN.L	0%	1.95%	$23.68
9988.HK	0%	0.85%	$0.98
AVGO	0%	0.83%	$19.7
QQQ	0%	0.58%	-
MSFT	0%	0.66%	$3
AMAT	0%	0.92%	$1.44
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PAGP	Ex-Dividend	Jul 31, 2025	$0.38
COST	Ex-Dividend	Aug 1, 2025	$1.30
BMY	Pay Day	Aug 1, 2025	$0.62
MET	Ex-Dividend	Aug 5, 2025	$0.57
PAGP	Pay Day	Aug 14, 2025	$0.38
COST	Pay Day	Aug 15, 2025	$1.30
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
MET	Pay Day	Sep 9, 2025	$0.57
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
BATS.L	Pay Day	Nov 7, 2025	$0.76

Performance Metrics

Score 6.2/10

Beta

1.72

1.72

0

0.8

1.2

0

2

Sharpe Ratio

0.93

0.93

0

0.5

1

1.5

1.5

Sortino Ratio

2.09

2.09

0

1

2

3

3

Jensen's Alpha

0.17

0.17

-2

0

2

4.5

4.5

Omega Ratio

1.61

1.61

0

1

1.5

2.5

2.5

Treynor Ratio

1.3

1.3

0

0.75

1.25

2

2

Information Ratio

0.5

0.5

0

0.3

0.6

1

1

Calmar Ratio

2.07

2.07

0

0.3

0.6

3

3

Beta

1.72

1.72

0

0.8

1.2

0

2

Sharpe Ratio

0.93

0.93

0

0.5

1

1.5

1.5

Sortino Ratio

2.09

2.09

0

1

2

3

3

Jensen's Alpha

0.17

0.17

-2

0

2

4.5

4.5

Omega Ratio

1.61

1.61

0

1

1.5

2.5

2.5

Treynor Ratio

1.3

1.3

0

0.75

1.25

2

2

Information Ratio

0.5

0.5

0

0.3

0.6

1

1

Calmar Ratio

2.07

2.07

0

0.3

0.6

3

3

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.02

High:

PLTR

650.96

Low:

LUCK

-134.79

Details

PEG Ratio

158.66

High:

PLTR

789.01

Low:

PATH

-458.25

Details

Price/Book

5.93

High:

PLTR

64.85

Low:

LUCK

-7.34

Details

Price/Sales

3.55

High:

RGTI

505.28

Low:

ACHR

-

Details

Price/CF

21.25

High:

MSTR

7,511.07

Low:

PAGP

1.56

Details

Price/FCF

40.68

High:

MSTR

1,187.5

Low:

PAGP

2.37

Details

P/E Ratio

31.02

High:

PLTR

650.96

Low:

LUCK

-134.79

Details

PEG Ratio

158.66

High:

PLTR

789.01

Low:

PATH

-458.25

Details

Price/Book

5.93

High:

PLTR

64.85

Low:

LUCK

-7.34

Details

Price/Sales

3.55

High:

RGTI

505.28

Low:

ACHR

-

Details

Price/CF

21.25

High:

MSTR

7,511.07

Low:

PAGP

1.56

Details

Price/FCF

40.68

High:

MSTR

1,187.5

Low:

PAGP

2.37

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-15.18%	Dec 2024	-	8
-9.85%	Jul 2024	Nov 2024	4
-4.38%	Apr 2024	May 2024	1

Monthly Performance