Portfolio of Rogiinvestor on eToro

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Rogiinvestor

🇸🇰 Stock Income Investor.

2 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

-0.76%

This Month

+14.89%

Year To Date

+32.91%

2 Years

+61.38%

5 Years

+107%

10 Years

+14.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.45%
💵 Cash
23.15%
🍞 Consumer Non Durables
20.3%
⛏️ Energy Minerals
11.28%
🏭 Industrial Services
6.71%
📡 Communications
4.99%
🖥️ Technology Services
2.76%
🧬 Health Technology
2.44%
🚗 Consumer Durables
1.81%
👥 Copy Trading
1.51%
💇‍♀️ Consumer Services
1.21%
🛠️ Producer Manufacturing
0.97%
⚡ Utilities
0.81%
💻 Electronic Technology
0.69%
🛍️ Retail Trade
0.67%
🪙 Cryptocurrencies
0.6%
🧪 Process Industries
0.37%
🚚 Transportation
0.14%
🏥 Health Services
0.1%
📦 Distribution Services
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67%
🇺🇸 Nasdaq
9.24%
🇫🇷 Euronext Paris
2.65%
🇬🇧 LSE
0.67%
🇩🇪 FRA
0.63%
🌍 Digital Currency
0.6%
🇪🇸 Bolsa De Madrid
0.02%
🇭🇰 Hong Kong Exchanges
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
66.22%
🇨🇦 Canada
6.72%
🇬🇧 United Kingdom
3.81%
🇫🇷 France
2.65%
🇩🇪 Germany
0.63%
🇨🇳 China
0.11%
🇷🇺 Russia
0.03%
🇪🇸 Spain
0.02%
🇮🇪 Ireland
0.02%
🇯🇵 Japan
0.01%

Dividends

Dividend Yield

3.62%

85 out of 96 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.46%	7.1%	$3.92
ENB	0.38%	5.63%	$2.66
XOM	0.36%	3.43%	$3.76
PM	0.36%	3.73%	$5.2
O	0.31%	5.48%	$3.09
MAIN	0.2%	5.01%	$2.85
AGNC	0.19%	13.56%	$1.44
T	0.19%	4.39%	$1.11
BTI	0.16%	5.28%	$2.92
IRM	0.11%	3.82%	$2.6
CS.PA	0.09%	5.58%	$1.98
NLY	0.07%	12.02%	$2.6
WPC	0.07%	5.4%	$3.67
MPW	0.06%	6.02%	$0.6
SPG	0.06%	4.68%	$7.75
ABBV	0.06%	2.94%	$6.06
OHI	0.04%	5.86%	$2.68
ORA.PA	0.03%	5.46%	$0.72
D	0.03%	4.56%	$2.67
DonFan	0.03%	1.87%	-
OGZDL.L	0.02%	67.74%	-
PFE	0.02%	6.61%	$1.66
BP.L	0.02%	5.4%	$0.23
VICI	0.02%	6.36%	$1.66
CCI	0.02%	5.32%	$6.26
KHC	0.02%	6.57%	$1.6
FMC	0.01%	17.47%	$2.32
MMM	0.01%	1.74%	$5.21
UPS	0.01%	6.91%	$6.5
BAS.DE	0.01%	5.13%	$3.4
HRL	0.01%	4.78%	$1.12
RNO.PA	0.01%	5.91%	$1.85
MBG.DE	0.01%	6.98%	$5.3
ULVR.L	0.01%	3.49%	$1.47
CVS	0.01%	3.52%	$2.54
PSX	0.01%	3.41%	$4.3
LI.PA	0.01%	5.62%	$1.8
SIRI	0.01%	4.9%	$0.1
DLR	0.01%	2.96%	$4.88
HAS	0.01%	3.45%	$2.8
KEY	0.01%	4.26%	$0.82
BMW.DE	0.01%	4.46%	$6
KO	0%	2.91%	$1.89
SO	0%	3.41%	$2.82
KMB	0%	4.9%	$4.8
WHR	0%	6.97%	$7
CC.US	0%	4.04%	$1
META	0%	0.31%	$1
SWK	0%	4.55%	$3.24
USB	0%	3.94%	$1.94
LEG	0%	1.79%	$1.43
CMA	0%	3.38%	$2.84
TGT	0%	4.9%	$4.42
VOD	0%	3.89%	$0.94
TROW	0%	4.77%	$4.92
JNJ	0%	2.55%	$4.81
UNH	0%	2.64%	$7.74
GIS	0%	5.29%	$2.36
GOOG	0%	0.26%	$0.2
DVN	0%	2.56%	$2.05
VOW3.DE	0%	5.97%	$9.06
MSFT	0%	0.72%	$3
PEP	0%	3.88%	$5.15
SHEL	0%	3.92%	$2.7
RTX	0%	1.56%	$2.44
CSCO	0%	2.1%	$1.58
KR	0%	2.14%	$1.16
FR.PA	0%	3.65%	$0.4
CON.DE	0%	3.82%	$2.2
LOW	0%	1.91%	$4.45
CAT	0%	0.97%	$5.31
WFC	0%	1.89%	$1.4
PG	0%	2.91%	$3.83
SYY	0%	2.91%	$2.01
MC.PA	0%	2.07%	$13
BC	0%	2.46%	$1.64
AAPL	0%	0.37%	$0.97
CL	0%	2.64%	$1.96
CMCSA	0%	4.83%	$1.2
BAC	0%	2%	$0.96
AVGO	0%	0.6%	$19.7
HOG	0%	3.08%	$0.68
GM	0%	0.75%	$0.42
BABA	0%	0.65%	$0.98
BAYN.DE	0%	0.33%	$0.11

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Pay Day	Dec 9, 2025	$1.30
JNJ (DonFan)	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
MSFT (DonFan)	Pay Day	Dec 11, 2025	$0.91
WMT (DonFan)	Ex-Dividend	Dec 12, 2025	$0.24
DPZ (DonFan)	Ex-Dividend	Dec 15, 2025	$1.74
DPZ (DonFan)	Pay Day	Dec 26, 2025	$1.74
BTI	Ex-Dividend	Dec 30, 2025	$0.75
LMT (DonFan)	Pay Day	Dec 30, 2025	$3.45
WMT (DonFan)	Pay Day	Jan 5, 2026	$0.24
BTI	Pay Day	Feb 9, 2026	$0.75

Performance Metrics

Score 6.4/10

Beta

0.68

0.68

0

0.8

1.2

0

2

Sharpe Ratio

0.71

0.71

0

0.5

1

1.5

1.5

Sortino Ratio

1.24

1.24

0

1

2

3

3

Jensen's Alpha

2.97

2.97

-2

0

2

4.5

4.5

Omega Ratio

0.95

0.95

0

1

1.5

2.5

2.5

Treynor Ratio

1.36

1.36

0

0.75

1.25

2

2

Information Ratio

-0.08

-0.08

-1

0.3

0.6

1

1

Calmar Ratio

0.93

0.93

0

0.3

0.6

1

1

Beta

0.68

0.68

0

0.8

1.2

0

2

Sharpe Ratio

0.71

0.71

0

0.5

1

1.5

1.5

Sortino Ratio

1.24

1.24

0

1

2

3

3

Jensen's Alpha

2.97

2.97

-2

0

2

4.5

4.5

Omega Ratio

0.95

0.95

0

1

1.5

2.5

2.5

Treynor Ratio

1.36

1.36

0

0.75

1.25

2

2

Information Ratio

-0.08

-0.08

-1

0.3

0.6

1

1

Calmar Ratio

0.93

0.93

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.17

High:

TSLA

304.02

Low:

BAYN.DE

-165.29

Details

PEG Ratio

709.41

High:

SHEL

52,218.31

Low:

BAYN.DE

-213.26

Details

Price/Book

4.28

High:

CL

73.52

Low:

ABBV

-151.24

Details

Price/Sales

3.27

High:

AVGO

31.65

Low:

FR.PA

0.13

Details

Price/CF

14.08

High:

FMC

164.34

Low:

FR.PA

1

Details

Price/FCF

53.3

High:

PEP

5,253.35

Low:

FR.PA

1.89

Details

P/E Ratio

24.17

High:

TSLA

304.02

Low:

BAYN.DE

-165.29

Details

PEG Ratio

709.41

High:

SHEL

52,218.31

Low:

BAYN.DE

-213.26

Details

Price/Book

4.28

High:

CL

73.52

Low:

ABBV

-151.24

Details

Price/Sales

3.27

High:

AVGO

31.65

Low:

FR.PA

0.13

Details

Price/CF

14.08

High:

FMC

164.34

Low:

FR.PA

1

Details

Price/FCF

53.3

High:

PEP

5,253.35

Low:

FR.PA

1.89

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-14.48%	Jun 2022	Jan 2023	7
-9.57%	Feb 2023	Mar 2024	13
-7.57%	Mar 2020	Apr 2020	1
-5.56%	Nov 2021	Jan 2022	2
-5.54%	Sep 2020	Nov 2020	2
-4.35%	Dec 2024	Feb 2025	2
-3.76%	Oct 2025	-	3
-3.3%	Sep 2021	Oct 2021	1
-1.81%	Apr 2022	May 2022	1
-0.88%	Feb 2022	Mar 2022	1
-0.79%	Apr 2024	May 2024	1
-0.74%	May 2021	Aug 2021	3
-0.33%	Apr 2025	May 2025	1
-0.2%	Jan 2021	Feb 2021	1
-0.07%	Jun 2024	Jul 2024	1

Monthly Performance