Portfolio of Simoncc80 on eToro

Simoncc80

🇩🇰 Value Stock Investor.

39 copiers.

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

Summary

+1.59%

Today

+1.59%

This Month

-5.87%

Year To Date

+12.43%

2 Years

+30.44%

5 Years

+10.48%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧬 Health Technology
24.49%
🍞 Consumer Non Durables
13.89%
🚗 Consumer Durables
13.16%
💵 Cash
11.59%
🛠️ Producer Manufacturing
11.21%
💇‍♀️ Consumer Services
6.07%
🖥️ Technology Services
5.72%
💰 Finance
3.67%
⚡ Utilities
3.46%
🚚 Transportation
3.28%
🪨 Non Energy Minerals
2.52%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.57%
🇩🇪 FRA
15.52%
🇩🇰 Copenhagen Stock Exchange
11.85%
🇫🇷 Euronext Paris
5.88%
🇺🇸 Nasdaq
5.72%
🇸🇪 Stockholm Stock Exchange
2.82%
🇮🇹 Borsa Italiana
1.81%
🇨🇭 SIX
1.29%

Countries Breakdown

Country
Total

🇺🇸 United States
42.83%
🇩🇰 Denmark
17.31%
🇩🇪 Germany
15.52%
🇫🇷 France
5.88%
🇸🇪 Sweden
2.82%
🇮🇹 Italy
1.81%
🇨🇭 Switzerland
1.29%

Dividends

Dividend Yield

2.11%

20 out of 22 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.41%	7.1%	$1.66
VOW3.DE	0.28%	6.62%	$9.06
P911.DE	0.22%	5.15%	$2.31
MC.PA	0.16%	2.65%	$13
NOVO-B.CO	0.15%	2.49%	$9.4
NKE	0.12%	2.71%	$1.45
NVO	0.1%	1.8%	$0.98
PUM.DE	0.1%	2.65%	$0.82
DE	0.08%	1.29%	$5.76
CAT	0.08%	1.8%	$5.31
PIRC.MI	0.07%	3.62%	$0.2
HUSQB.ST	0.06%	2.25%	$3
ROCKB.CO	0.05%	2.08%	$43
GS	0.05%	2.17%	$11
LLY	0.05%	0.68%	$4.86
DIS	0.05%	1.1%	$0.75
UBSG.ZU	0.04%	2.96%	$0.64
GOOG	0.02%	0.49%	$0.2
ORSTED.CO	0.02%	0.46%	-
MSFT	0.01%	0.76%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
DE	Pay Day	May 8, 2025	$1.62
PFE	Ex-Dividend	May 9, 2025	$0.43
MSFT	Ex-Dividend	May 15, 2025	$0.83
CAT	Pay Day	May 20, 2025	$1.41
PUM.DE	Ex-Dividend	May 22, 2025	$0.66
PUM.DE	Pay Day	May 26, 2025	$0.66
GS	Ex-Dividend	May 30, 2025	$3.00
NKE	Ex-Dividend	Jun 2, 2025	$0.40
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
PFE	Pay Day	Jun 13, 2025	$0.43
GOOG	Pay Day	Jun 16, 2025	$0.21
PIRC.MI	Ex-Dividend	Jun 23, 2025	$0.28
DIS	Ex-Dividend	Jun 24, 2025	$0.50
PIRC.MI	Pay Day	Jun 25, 2025	$0.28
GS	Pay Day	Jun 27, 2025	$3.00
NKE	Pay Day	Jul 1, 2025	$0.40
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 3.9/10

Beta

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-0.98

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.57

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-0.98

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.57

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.29

High:

LLY

69.12

Low:

ORSTED.CO

-121.85

Details

PEG Ratio

48.11

High:

MSFT

276.78

Low:

ORSTED.CO

-127.43

Details

Price/Book

5.28

High:

LLY

53.02

Low:

VOW3.DE

0.28

Details

Price/Sales

3.94

High:

LLY

16.71

Low:

VOW3.DE

0.15

Details

Price/CF

17.33

High:

LLY

82.96

Low:

2.57

Details