Portfolio of RetireWealthy on eToro

RetireWealthy

🇩🇪 Value Stock Investor.

96 copiers.

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

Summary

Today

-2.52%

This Month

-5.38%

Year To Date

+37.08%

2 Years

+37.08%

5 Years

+22.04%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
38.88%
💰 Finance
17.64%
💼 Commercial Services
13.87%
💻 Electronic Technology
11.85%
🛍️ Retail Trade
7.68%
💇‍♀️ Consumer Services
7.29%
🚗 Consumer Durables
2.76%
💵 Cash
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.47%
🇺🇸 NYSE
48.49%

Countries Breakdown

Country
Total

🇺🇸 United States
85.35%
🇹🇼 Taiwan
6.27%
🇳🇱 Netherlands
5.57%
🇮🇹 Italy
2.76%

Dividends

Dividend Yield

0.67%

13 out of 15 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $TSM (1.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TSM	0.08%	1.35%	$1.74
MSCI	0.08%	1.21%	$5.96
MSFT	0.08%	0.88%	$3
SPGI	0.06%	0.8%	$3.62
BKNG	0.06%	0.78%	$17.5
ASML	0.05%	0.9%	$5.57
V	0.05%	0.67%	$2.01
MCO	0.05%	0.82%	$3.24
GOOG	0.04%	0.52%	$0.2
CRM	0.04%	0.65%	$0.4
MA	0.03%	0.55%	$2.46
IBKR	0.03%	0.67%	$0.55
RACE	0.02%	0.7%	$2.64

Next Dividends

Stock	Type	Date	Pay Per Share
RACE	Ex-Dividend	Apr 22, 2025	$3.12
CRM	Pay Day	Apr 24, 2025	$0.42
ASML	Ex-Dividend	Apr 28, 2025	$1.92
RACE	Pay Day	May 6, 2025	$3.12
ASML	Pay Day	May 6, 2025	$1.92
MA	Pay Day	May 9, 2025	$0.76
MSFT	Ex-Dividend	May 15, 2025	$0.83
IBKR	Ex-Dividend	May 30, 2025	$0.32
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
IBKR	Pay Day	Jun 13, 2025	$0.32
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 8.5/10

Beta

0.88

0.8

1.2

Sharpe Ratio

1.34

0.5

Sortino Ratio

2.51

Jensen's Alpha

9.29

-2

Omega Ratio

2.43

1.5

Treynor Ratio

1.67

0.75

1.25

Information Ratio

1.38

0.3

0.6

Calmar Ratio

3.14

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

1.34

0.5

Sortino Ratio

2.51

Jensen's Alpha

9.29

-2

Omega Ratio

2.43

1.5

Treynor Ratio

1.67

0.75

1.25

Information Ratio

1.38

0.3

0.6

Calmar Ratio

3.14

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.31

High:

NFLX

49.07

Low:

GOOG

19.06

Details

PEG Ratio

112.09

High:

MSFT

239.3

Low:

AMZN

34.12

Details

Price/Book

7.87

High:

72.91

Low:

MSCI

-45.23

Details

Price/Sales

6.26

High:

17.78

Low:

IBKR

1.83

Details

Price/CF

22.2

High:

NFLX

51.33

Low:

IBKR

8.72

Details

Price/FCF

49.26

High:

AMZN

71.87

Low:

IBKR

9.31

Details