Portfolio of SimpleDividends on eToro

SimpleDividends

🇮🇪 Stock and ETF Value Investor.

4 copiers.

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

Summary

+6.19%

This Month

+10.38%

Year To Date

+33.31%

2 Years

+69.84%

5 Years

+69.84%

10 Years

+15.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.68%
💼 Commercial Services
20.97%
💰 Finance
12.26%
📊 ETFs
11.66%
🧬 Health Technology
9.19%
🍞 Consumer Non Durables
8.68%
🏥 Health Services
8.11%
🧪 Process Industries
3.37%
💇‍♀️ Consumer Services
2.05%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.5%
🇺🇸 Nasdaq
31.48%
🇫🇷 Euronext Paris
7.68%
🇸🇪 Stockholm Stock Exchange
4.34%
🇭🇰 Hong Kong Exchanges
3.71%
🇳🇱 Euronext Amsterdam
2.55%
🇬🇧 LSE
0.72%

Countries Breakdown

Country
Total

🇺🇸 United States
50.13%
🇫🇷 France
10%
🇰🇿 Kazakhstan
5.03%
🇩🇰 Denmark
4.84%
🇬🇧 United Kingdom
4.68%
🇸🇪 Sweden
4.34%
🇨🇳 China
3.71%
🇮🇪 Ireland
2.56%
🇳🇱 Netherlands
2.55%
🇧🇲 Bermuda
0.48%

Dividends

Dividend Yield

2.93%

47 out of 51 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $FDJU.PA (9.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EDEN.PA	0.23%	4.9%	$1.1
BTI	0.21%	5.39%	$2.92
KSPI	0.2%	3.94%	-
TEP.PA	0.18%	8.05%	$3.85
HPQ	0.17%	4.82%	$1.1
GIS	0.15%	6.55%	$2.36
UNH	0.15%	2.05%	$7.74
VICI	0.14%	6.79%	$1.66
PRU	0.14%	4.71%	$5.1
SON	0.13%	3.89%	$2.05
NVO	0.12%	2.49%	$0.98
ACN	0.12%	4.63%	$4.99
OMC	0.11%	3.94%	$2.8
WKL.NV	0.11%	4.16%	$2.08
SNY	0.09%	4.03%	$1.48
DOX	0.09%	4.25%	$1.83
ABM	0.08%	2.42%	$0.9
FDJU.PA	0.07%	9.16%	$1.78
INGR	0.06%	3.22%	$3.12
ZTS	0.06%	2.77%	$1.67
FDS	0.05%	1.82%	$3.98
0700.HK	0.04%	1.2%	$3.4
INTU	0.04%	1.65%	$3.6
PAYX	0.04%	3.98%	$3.65
PYPL	0.03%	0.76%	-
RMV.L	0.02%	2.41%	$0.09
MKTX	0.02%	2.8%	$2.92
BF-B	0.01%	3.57%	$0.86
REXR	0.01%	4.66%	$1.6
EG	0.01%	2.13%	$7.25
BKNG	0.01%	0.9%	$17.5
AMT	0.01%	4.27%	$6.56
ELV	0.01%	1.81%	$6.22
CI	0.01%	2.11%	$5.26
ADP	0.01%	2.74%	$5.45
WING	0%	0.89%	$0.88
MSCI	0%	1.38%	$5.96
VRSN	0%	1.21%	-
EFX	0%	1.25%	$1.56
VRSK	0%	1.03%	$1.46
BRO	0%	0.98%	$0.51
MSFT	0%	0.91%	$3
SPGI	0%	0.9%	$3.62
MCO	0%	0.82%	$3.24
V	0%	0.73%	$2.01
MA	0%	0.63%	$2.46
META	0%	0.33%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
DOX	Pay Day	Jul 31, 2026	$0.57
BTI	Pay Day	Aug 19, 2026	$0.83
ZTS	Pay Day	Sep 1, 2026	$0.53

Performance Metrics

Score 5.4/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.22

Jensen's Alpha

0.05

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

1.25

0.75

1.25

Information Ratio

-0.34

-1

0.3

0.6

Calmar Ratio

1.18

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.22

Jensen's Alpha

0.05

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

1.25

0.75

1.25

Information Ratio

-0.34

-1

0.3

0.6

Calmar Ratio

1.18

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.31

High:

OMC

204.98

Low:

GIS

-191.24

Details

PEG Ratio

94.92

High:

META

401.05

Low:

5.11

Details

Price/Book

3.6

High:

69.54

Low:

HPQ

-153.8

Details

Price/Sales

1.69

High:

15.54

Low:

0.28

Details

Price/CF

10.88

High:

FICO

27.94

Low:

TEP.PA

2.55

Details

Price/FCF

22.3

High:

REXR

1,118.76

Low:

TEP.PA

3.92

Details

P/E Ratio

18.31

High:

OMC

204.98

Low:

GIS

-191.24

Details

PEG Ratio

94.92

High:

META

401.05

Low:

5.11

Details

Price/Book

3.6

High:

69.54

Low:

HPQ

-153.8

Details

Price/Sales

1.69

High:

15.54

Low:

0.28

Details

Price/CF

10.88

High:

FICO

27.94

Low:

TEP.PA

2.55

Details

Price/FCF

22.3

High:

REXR

1,118.76

Low:

TEP.PA

3.92

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.36%	Aug 2023	Dec 2023	4
-11.53%	Feb 2023	Jul 2023	5
-5.41%	Sep 2025	Jan 2026	4
-5.23%	Oct 2024	Feb 2025	4
-4.64%	Jan 2024	Mar 2024	2
-3.81%	Mar 2025	Jun 2025	3
-3.58%	Jun 2024	Jul 2024	1
-3.57%	Feb 2026	Apr 2026	2
-1.81%	Apr 2024	May 2024	1
-1.76%	Jun 2026	Jul 2026	1
-0.87%	Dec 2022	Jan 2023	1

Monthly Performance

Portfolio of SimpleDividends on eToro

SimpleDividends

🇮🇪 Stock and ETF Value Investor.

4 copiers.

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

Summary

+6.19%

This Month

+10.38%

Year To Date

+33.31%

2 Years

+69.84%

5 Years

+69.84%

10 Years

+15.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.68%
💼 Commercial Services
20.97%
💰 Finance
12.26%
📊 ETFs
11.66%
🧬 Health Technology
9.19%
🍞 Consumer Non Durables
8.68%
🏥 Health Services
8.11%
🧪 Process Industries
3.37%
💇‍♀️ Consumer Services
2.05%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.5%
🇺🇸 Nasdaq
31.48%
🇫🇷 Euronext Paris
7.68%
🇸🇪 Stockholm Stock Exchange
4.34%
🇭🇰 Hong Kong Exchanges
3.71%
🇳🇱 Euronext Amsterdam
2.55%
🇬🇧 LSE
0.72%

Countries Breakdown

Country
Total

🇺🇸 United States
50.13%
🇫🇷 France
10%
🇰🇿 Kazakhstan
5.03%
🇩🇰 Denmark
4.84%
🇬🇧 United Kingdom
4.68%
🇸🇪 Sweden
4.34%
🇨🇳 China
3.71%
🇮🇪 Ireland
2.56%
🇳🇱 Netherlands
2.55%
🇧🇲 Bermuda
0.48%

Dividends

Dividend Yield

2.93%

47 out of 51 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $FDJU.PA (9.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EDEN.PA	0.23%	4.9%	$1.1
BTI	0.21%	5.39%	$2.92
KSPI	0.2%	3.94%	-
TEP.PA	0.18%	8.05%	$3.85
HPQ	0.17%	4.82%	$1.1
GIS	0.15%	6.55%	$2.36
UNH	0.15%	2.05%	$7.74
VICI	0.14%	6.79%	$1.66
PRU	0.14%	4.71%	$5.1
SON	0.13%	3.89%	$2.05
NVO	0.12%	2.49%	$0.98
ACN	0.12%	4.63%	$4.99
OMC	0.11%	3.94%	$2.8
WKL.NV	0.11%	4.16%	$2.08
SNY	0.09%	4.03%	$1.48
DOX	0.09%	4.25%	$1.83
ABM	0.08%	2.42%	$0.9
FDJU.PA	0.07%	9.16%	$1.78
INGR	0.06%	3.22%	$3.12
ZTS	0.06%	2.77%	$1.67
FDS	0.05%	1.82%	$3.98
0700.HK	0.04%	1.2%	$3.4
INTU	0.04%	1.65%	$3.6
PAYX	0.04%	3.98%	$3.65
PYPL	0.03%	0.76%	-
RMV.L	0.02%	2.41%	$0.09
MKTX	0.02%	2.8%	$2.92
BF-B	0.01%	3.57%	$0.86
REXR	0.01%	4.66%	$1.6
EG	0.01%	2.13%	$7.25
BKNG	0.01%	0.9%	$17.5
AMT	0.01%	4.27%	$6.56
ELV	0.01%	1.81%	$6.22
CI	0.01%	2.11%	$5.26
ADP	0.01%	2.74%	$5.45
WING	0%	0.89%	$0.88
MSCI	0%	1.38%	$5.96
VRSN	0%	1.21%	-
EFX	0%	1.25%	$1.56
VRSK	0%	1.03%	$1.46
BRO	0%	0.98%	$0.51
MSFT	0%	0.91%	$3
SPGI	0%	0.9%	$3.62
MCO	0%	0.82%	$3.24
V	0%	0.73%	$2.01
MA	0%	0.63%	$2.46
META	0%	0.33%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
DOX	Pay Day	Jul 31, 2026	$0.57
BTI	Pay Day	Aug 19, 2026	$0.83
ZTS	Pay Day	Sep 1, 2026	$0.53

Performance Metrics

Score 5.4/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.22

Jensen's Alpha

0.05

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

1.25

0.75

1.25

Information Ratio

-0.34

-1

0.3

0.6

Calmar Ratio

1.18

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.22

Jensen's Alpha

0.05

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

1.25

0.75

1.25

Information Ratio

-0.34

-1

0.3

0.6

Calmar Ratio

1.18

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.31

High:

OMC

204.98

Low:

GIS

-191.24

Details

PEG Ratio

94.92

High:

META

401.05

Low:

5.11

Details

Price/Book

3.6

High:

69.54

Low:

HPQ

-153.8

Details

Price/Sales

1.69

High:

15.54

Low:

0.28

Details

Price/CF

10.88

High:

FICO

27.94

Low:

TEP.PA

2.55

Details

Price/FCF

22.3

High:

REXR

1,118.76

Low:

TEP.PA

3.92

Details

P/E Ratio

18.31

High:

OMC

204.98

Low:

GIS

-191.24

Details

PEG Ratio

94.92

High:

META

401.05

Low:

5.11

Details

Price/Book

3.6

High:

69.54

Low:

HPQ

-153.8

Details

Price/Sales

1.69

High:

15.54

Low:

0.28

Details

Price/CF

10.88

High:

FICO

27.94

Low:

TEP.PA

2.55

Details

Price/FCF

22.3

High:

REXR

1,118.76

Low:

TEP.PA

3.92

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.36%	Aug 2023	Dec 2023	4
-11.53%	Feb 2023	Jul 2023	5
-5.41%	Sep 2025	Jan 2026	4
-5.23%	Oct 2024	Feb 2025	4
-4.64%	Jan 2024	Mar 2024	2
-3.81%	Mar 2025	Jun 2025	3
-3.58%	Jun 2024	Jul 2024	1
-3.57%	Feb 2026	Apr 2026	2
-1.81%	Apr 2024	May 2024	1
-1.76%	Jun 2026	Jul 2026	1
-0.87%	Dec 2022	Jan 2023	1