Effective portfolio of Rogiinvestor on eToro

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Rogiinvestor

🇸🇰 Stock Income Investor.

3 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

-0.22%

Today

+0.49%

This Month

+12.2%

Year To Date

+27.83%

2 Years

+93.56%

5 Years

+15.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.95%
💵 Cash
22.99%
🍞 Consumer Non Durables
21.72%
⛏️ Energy Minerals
10.75%
🏭 Industrial Services
6.46%
📡 Communications
5.46%
🖥️ Technology Services
2.64%
🧬 Health Technology
2.2%
🚗 Consumer Durables
1.68%
🛠️ Producer Manufacturing
0.9%
⚡ Utilities
0.87%
🪙 Cryptocurrencies
0.81%
💻 Electronic Technology
0.74%
🛍️ Retail Trade
0.72%
💇‍♀️ Consumer Services
0.69%
🧪 Process Industries
0.48%
🚚 Transportation
0.19%
🏥 Health Services
0.1%
📦 Distribution Services
0.08%
🪨 Non Energy Minerals
0.01%
💼 Commercial Services
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
68.16%
🇺🇸 Nasdaq
7.49%
🇫🇷 Euronext Paris
2.76%
🌍 Digital Currency
0.81%
🇬🇧 LSE
0.64%
🇩🇪 FRA
0.57%
🇭🇰 Hong Kong Exchanges
0.02%
🇪🇸 Bolsa De Madrid
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
66.12%
🇨🇦 Canada
6.45%
🇬🇧 United Kingdom
3.58%
🇫🇷 France
2.76%
🇩🇪 Germany
0.57%
🇨🇳 China
0.1%
🇷🇺 Russia
0.03%
🇪🇸 Spain
0.01%
🇮🇪 Ireland
0.01%
🇯🇵 Japan
0.01%

Dividends

Dividend Yield

3.63%

147 out of 164 instruments pay dividend.

31 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.47%	6.88%	$3.92
ENB	0.37%	5.72%	$2.66
XOM	0.36%	3.62%	$3.76
PM	0.35%	3.25%	$5.2
O	0.32%	5.53%	$3.09
MAIN	0.21%	4.66%	$2.85
AGNC	0.2%	15.44%	$1.44
T	0.19%	4.07%	$1.11
BTI	0.16%	5.77%	$2.92
IRM	0.1%	3.03%	$2.6
CS.PA	0.09%	5.18%	$1.98
NLY	0.07%	13.32%	$2.6
WPC	0.07%	5.6%	$3.67
MPW	0.06%	7.32%	$0.6
SPG	0.06%	5.07%	$7.75
ABBV	0.06%	3.46%	$6.06
OHI	0.05%	6.97%	$2.68
ORA.PA	0.04%	5.69%	$0.72
D	0.03%	4.57%	$2.67
OGZDL.L	0.02%	67.74%	-
PFE	0.02%	6.84%	$1.66
CCI	0.02%	5.25%	$6.26
BP.L	0.02%	6.08%	$0.23
VICI	0.02%	5.21%	$1.66
KHC	0.01%	5.58%	$1.6
MMM	0.01%	1.89%	$5.21
RNO.PA	0.01%	6.65%	$1.85
UPS	0.01%	6.5%	$6.5
BAS.DE	0.01%	5.17%	$3.4
MBG.DE	0.01%	8.44%	$5.3
CVS	0.01%	4.37%	$2.54
ULVR.L	0.01%	3.38%	$1.47
PSX	0.01%	3.73%	$4.3
CC	0.01%	5.94%	$1
LI.PA	0.01%	5.61%	$1.8
FMC	0.01%	5.38%	$2.32
WHR	0.01%	7.28%	$7
DLR	0.01%	2.75%	$4.88
HAS	0.01%	3.61%	$2.8
BMW.DE	0.01%	5.17%	$6
KEY	0.01%	4.4%	$0.82
KO	0.01%	2.9%	$1.89
SO	0.01%	3.04%	$2.82
SWK	0%	4.53%	$3.24
META	0%	0.29%	$1
USB	0%	4.33%	$1.94
LEG	0%	1.93%	$1.43
CMA	0%	4.42%	$2.84
TGT	0%	4.24%	$4.42
JNJ	0%	3.04%	$4.81
VOD	0%	4.08%	$0.94
GIS	0%	4.74%	$2.36
TROW	0%	4.74%	$4.92
UNH	0%	3%	$7.74
DVN	0%	3.47%	$2.05
SIRI	0%	4.52%	$0.1
HRL	0%	3.92%	$1.12
VOW3.DE	0%	7.07%	$9.06
PEP	0%	3.77%	$5.15
GOOG	0%	0.42%	$0.2
SHEL	0%	3.95%	$2.7
MSFT	0%	0.66%	$3
RTX	0%	1.75%	$2.44
KMB	0%	3.87%	$4.8
CSCO	0%	2.38%	$1.58
FR.PA	0%	4.26%	$0.4
CON.DE	0%	3.35%	$2.2
KR	0%	1.8%	$1.16
LOW	0%	2.06%	$4.45
WFC	0%	1.94%	$1.4
MC.PA	0%	2.8%	$13
CAT	0%	1.38%	$5.31
PG	0%	2.62%	$3.83
SYY	0%	2.6%	$2.01
CMCSA	0%	3.64%	$1.2
BC	0%	2.7%	$1.64
BAC	0%	2.17%	$0.96
CL	0%	2.31%	$1.96
AAPL	0%	0.47%	$0.97
AVGO	0%	0.83%	$19.7
HOG	0%	2.89%	$0.68
GM	0%	1.04%	$0.42
BABA	0%	0.86%	$0.98
HPQ	0%	4.59%	$1.1
ITX.MC	0%	3.24%	$1.11
MRK	0%	3.93%	$3.04
CLX	0%	3.78%	$4.8
GPC	0%	3.08%	$3.9
PNC	0%	3.31%	$6.2
NEE	0%	2.8%	$1.97
MDLZ	0%	2.67%	$1.7
JPM	0%	1.82%	$4.4
LMT	0%	3.17%	$12.45
SBUX	0%	2.54%	$2.24
CVX	0%	4.45%	$6.28
MCD	0%	2.35%	$6.53
NUE	0%	1.52%	$2.13
HEN3.DE	0%	3%	$1.85
PSA	0%	4.15%	$12
AFL	0%	2.11%	$1.84
STZ	0%	2.33%	$3.68
AMGN	0%	3.04%	$8.76
CAH	0%	1.29%	$2.01
FDX	0%	2.42%	$5.16
ORCL	0%	0.76%	$1.6
LLY	0%	0.75%	$4.86
HD	0%	2.47%	$8.52
MDT.US	0%	3.07%	$2.77
ADP	0%	1.99%	$5.45
NKE	0%	2.09%	$1.45
BAYN.DE	0%	0.4%	$0.11
GD	0%	1.97%	$5.48
ITW	0%	2.31%	$5.6
TRV	0%	1.62%	$4.05
BLK	0%	1.88%	$20.2
INTC	0%	2.15%	$0.5
EMR	0%	1.46%	$2.1
UNP	0%	2.36%	$5.2
AZN	0%	2.16%	$1.42
HON	0%	1.89%	$4.27
YUM	0%	1.87%	$2.55
ADS.DE	0%	0.99%	$0.7
ACN	0%	2.08%	$4.99
WM	0%	1.39%	$2.9
DE	0%	1.25%	$5.76
DIS	0%	0.83%	$0.75
WMT	0%	0.98%	$0.81
DPZ	0%	1.36%	$5.44
BKNG	0%	0.64%	$17.5
GE	0%	0.49%	$0.44
DAL	0%	1.14%	$0.3
ECL	0%	0.94%	$2.24
LUV	0%	1.93%	$0.72
SYK	0%	0.84%	$3.15
SHW	0%	0.92%	$2.64
COST	0%	0.52%	$19.22
MCO	0%	0.72%	$3.24
JBHT	0%	1.15%	$1.7
V	0%	0.65%	$2.01
DHR	0%	0.62%	$1.05
MA	0%	0.53%	$2.46
ROP	0%	0.57%	$2.93
SONY	0%	0.4%	$0.49
NVDA	0%	0.02%	$0.02
WDC	0%	0.15%	-
VLTO	0%	-0.41%	$-0.27
GEV	0%	-0.14%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Jul 24, 2025	$0.50
GE	Pay Day	Jul 25, 2025	$0.36
PFE	Ex-Dividend	Jul 25, 2025	$0.43
SYY	Pay Day	Jul 25, 2025	$0.54
DHR	Pay Day	Jul 25, 2025	$0.32
STZ	Ex-Dividend	Jul 30, 2025	$1.02
JPM	Pay Day	Jul 31, 2025	$1.40
AGNC	Ex-Dividend	Jul 31, 2025	$0.12
DAL	Ex-Dividend	Jul 31, 2025	$0.19
SYK	Pay Day	Jul 31, 2025	$0.84
NLY	Pay Day	Jul 31, 2025	$0.70
VLTO	Pay Day	Jul 31, 2025	-$0.11
T	Pay Day	Aug 1, 2025	$0.28
VOD	Pay Day	Aug 1, 2025	$0.25
COST	Ex-Dividend	Aug 1, 2025	$1.30
CVS	Pay Day	Aug 1, 2025	$0.66
GIS	Pay Day	Aug 1, 2025	$0.61
O	Ex-Dividend	Aug 1, 2025	$0.27
PNC	Pay Day	Aug 5, 2025	$1.70
LOW	Pay Day	Aug 6, 2025	$1.20
MA	Pay Day	Aug 8, 2025	$0.76
DE	Pay Day	Aug 8, 2025	$1.62
GD	Pay Day	Aug 8, 2025	$1.50
MAIN	Ex-Dividend	Aug 8, 2025	$0.26
AGNC	Pay Day	Aug 11, 2025	$0.12
NUE	Pay Day	Aug 11, 2025	$0.55
TGT	Ex-Dividend	Aug 13, 2025	$1.14
STZ	Pay Day	Aug 14, 2025	$1.02
PG	Pay Day	Aug 15, 2025	$1.06
RTX	Ex-Dividend	Aug 15, 2025	$0.68
WMT	Ex-Dividend	Aug 15, 2025	$0.24
CL	Pay Day	Aug 15, 2025	$0.52
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
ACN	Pay Day	Aug 15, 2025	$1.48
ABBV	Pay Day	Aug 15, 2025	$1.64
COST	Pay Day	Aug 15, 2025	$1.30
KR	Ex-Dividend	Aug 15, 2025	$0.35
LLY	Ex-Dividend	Aug 15, 2025	$1.50
SHW	Ex-Dividend	Aug 15, 2025	$0.79
HRL	Pay Day	Aug 15, 2025	$0.29
ENB	Ex-Dividend	Aug 15, 2025	$0.68
O	Pay Day	Aug 15, 2025	$0.27
MAIN	Pay Day	Aug 15, 2025	$0.26
GEV	Pay Day	Aug 18, 2025	-$0.25
PSX	Ex-Dividend	Aug 19, 2025	$1.20
CAT	Pay Day	Aug 20, 2025	$1.51
BC	Ex-Dividend	Aug 20, 2025	$0.43
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
DAL	Pay Day	Aug 21, 2025	$0.19
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SBUX	Pay Day	Aug 29, 2025	$0.61
UNP	Ex-Dividend	Aug 29, 2025	$1.38
TGT	Pay Day	Sep 1, 2025	$1.14
KR	Pay Day	Sep 1, 2025	$0.35
ENB	Pay Day	Sep 1, 2025	$0.68
PFE	Pay Day	Sep 2, 2025	$0.43
WMT	Pay Day	Sep 2, 2025	$0.24
LMT	Ex-Dividend	Sep 2, 2025	$3.30
PSX	Pay Day	Sep 2, 2025	$1.20
KEY	Ex-Dividend	Sep 2, 2025	$0.20
RTX	Pay Day	Sep 4, 2025	$0.68
SHW	Pay Day	Sep 5, 2025	$0.79
JNJ	Pay Day	Sep 9, 2025	$1.30
HPQ	Ex-Dividend	Sep 10, 2025	$0.29
TRV	Ex-Dividend	Sep 10, 2025	$1.10
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
KO	Ex-Dividend	Sep 15, 2025	$0.51
KEY	Pay Day	Sep 15, 2025	$0.20
BC	Pay Day	Sep 15, 2025	$0.43
DPZ	Ex-Dividend	Sep 15, 2025	$1.74
LMT	Pay Day	Sep 26, 2025	$3.30
TRV	Pay Day	Sep 30, 2025	$1.10
UNP	Pay Day	Sep 30, 2025	$1.38
FMC	Ex-Dividend	Sep 30, 2025	$0.58
DPZ	Pay Day	Sep 30, 2025	$1.74
HPQ	Pay Day	Oct 1, 2025	$0.29
KO	Pay Day	Oct 1, 2025	$0.51
BTI	Ex-Dividend	Oct 3, 2025	$0.75
FMC	Pay Day	Oct 16, 2025	$0.58
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
ITX.MC	Pay Day	Nov 3, 2025	$0.92
BTI	Pay Day	Nov 13, 2025	$0.75

Performance Metrics

Score 6.5/10

Beta

0.69

0.69

0

0.8

1.2

0

2

Sharpe Ratio

0.72

0.72

0

0.5

1

1.5

1.5

Sortino Ratio

1.26

1.26

0

1

2

3

3

Jensen's Alpha

3.97

3.97

-2

0

2

4.5

4.5

Omega Ratio

1.03

1.03

0

1

1.5

2.5

2.5

Treynor Ratio

1.39

1.39

0

0.75

1.25

2

2

Information Ratio

0.04

0.04

0

0.3

0.6

1

1

Calmar Ratio

0.95

0.95

0

0.3

0.6

1

1

Beta

0.69

0.69

0

0.8

1.2

0

2

Sharpe Ratio

0.72

0.72

0

0.5

1

1.5

1.5

Sortino Ratio

1.26

1.26

0

1

2

3

3

Jensen's Alpha

3.97

3.97

-2

0

2

4.5

4.5

Omega Ratio

1.03

1.03

0

1

1.5

2.5

2.5

Treynor Ratio

1.39

1.39

0

0.75

1.25

2

2

Information Ratio

0.04

0.04

0

0.3

0.6

1

1

Calmar Ratio

0.95

0.95

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.71

High:

WHR

683.11

Low:

KEY

-110.45

Details

PEG Ratio

483.23

High:

KO

10,007.14

Low:

NIO

-70.76

Details

Price/Book

4.09

High:

CLX

577.79

Low:

NIO

-173.98

Details

Price/Sales

3

High:

NVDA

28.4

Low:

FR.PA

0.11

Details

Price/CF

13.01

High:

KO

282.33

Low:

FR.PA

0.93

Details

Price/FCF

43.42

High:

NUE

5,649.81

Low:

FR.PA

1.87

Details

P/E Ratio

22.71

High:

WHR

683.11

Low:

KEY

-110.45

Details

PEG Ratio

483.23

High:

KO

10,007.14

Low:

NIO

-70.76

Details

Price/Book

4.09

High:

CLX

577.79

Low:

NIO

-173.98

Details

Price/Sales

3

High:

NVDA

28.4

Low:

FR.PA

0.11

Details

Price/CF

13.01

High:

KO

282.33

Low:

FR.PA

0.93

Details

Price/FCF

43.42

High:

NUE

5,649.81

Low:

FR.PA

1.87

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
-3.3%	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