Portfolio of SimpleDividends on eToro

SimpleDividends

🇮🇪 Value Stock 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

+0.3%

Today

+1.63%

This Month

+6.69%

Year To Date

+35.12%

2 Years

+41.47%

5 Years

+13.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
44.66%
🖥️ Technology Services
9.1%
💰 Finance
8.71%
🛍️ Retail Trade
8.65%
🍞 Consumer Non Durables
5.05%
⚡ Utilities
4.04%
📦 Distribution Services
3.91%
🏭 Industrial Services
2.78%
⛏️ Energy Minerals
2.45%
💇‍♀️ Consumer Services
2.07%
🧪 Process Industries
1.87%
🚚 Transportation
1.81%
🚗 Consumer Durables
1.28%
🏥 Health Services
1.2%
💵 Cash
0.98%
🧬 Health Technology
0.96%
💻 Electronic Technology
0.34%
💼 Commercial Services
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.87%
🇺🇸 Nasdaq
29.52%
🇸🇪 Stockholm Stock Exchange
8.08%
🇫🇷 Euronext Paris
3.19%
🇬🇧 LSE
1.18%
🇳🇱 Euronext Amsterdam
0.12%
🇭🇰 Hong Kong Exchanges
0.1%

Countries Breakdown

Country
Total

🇺🇸 United States
25.61%
🇮🇪 Ireland
9.83%
🇸🇪 Sweden
8.08%
🇬🇧 United Kingdom
3.65%
🇨🇦 Canada
3.47%
🇫🇷 France
3.19%
🇳🇱 Netherlands
0.46%
🇭🇰 Hong Kong
0.1%

Dividends

Dividend Yield

4.06%

38 out of 41 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $ARE (7.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EWZ	0.76%	7.43%	-
EWH	0.45%	3.98%	-
EVO.ST	0.38%	4.68%	$31.03
SCHD	0.35%	4.03%	-
MCHI	0.3%	2.09%	-
BTI	0.23%	6.34%	$2.92
RUI.PA	0.22%	7.03%	$1.98
EPD	0.19%	6.83%	$2.03
ARE	0.18%	7.56%	$5.02
TD	0.15%	4.31%	$2.93
UPS	0.12%	6.75%	$6.5
O	0.08%	5.67%	$3.09
CMCSA	0.08%	3.74%	$1.2
ARTNA	0.07%	3.63%	$1.16
OXY	0.05%	2.2%	$0.8
DCC.L	0.05%	4.44%	$1.97
ES	0.05%	4.49%	$2.78
ADM	0.05%	4.3%	$1.9
BMY	0.05%	5.1%	$2.34
TROW	0.04%	5.38%	$4.92
LKQ	0.04%	3.08%	$1.18
SON	0.04%	4.64%	$2.05
UGI	0.03%	4.24%	$1.5
NKE	0.02%	2.51%	$1.45
UNH	0.01%	2.88%	$7.74
REXR	0.01%	4.77%	$1.6
BF.A	0.01%	3.27%	$0.86
HSY	0.01%	3.37%	$5.12
OZK	0.01%	3.73%	$1.5
BNS	0.01%	5.78%	$3.09
PAYC	0.01%	0.57%	$1.5
HPQ	0.01%	4.63%	$1.1
PFE	0%	7.35%	$1.66
RHI	0%	5.14%	$2.02
ASML	0%	0.79%	$5.57
00388.HK	0%	2.3%	$8.41
VIG	0%	1.86%	-
MKTX	0%	1.33%	$2.92

Next Dividends

Stock	Type	Date	Pay Per Share
PAYC	Pay Day	Jun 9, 2025	$0.38
SON	Pay Day	Jun 10, 2025	$0.53
OXY	Ex-Dividend	Jun 10, 2025	$0.24
HPQ	Ex-Dividend	Jun 11, 2025	$0.29
ADM	Pay Day	Jun 11, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
RHI	Pay Day	Jun 13, 2025	$0.59
TROW	Ex-Dividend	Jun 13, 2025	$1.27
O	Pay Day	Jun 13, 2025	$0.27
UNH	Ex-Dividend	Jun 16, 2025	$2.21
UGI	Ex-Dividend	Jun 16, 2025	$0.38
HSY	Pay Day	Jun 16, 2025	$1.37
RUI.PA	Ex-Dividend	Jun 17, 2025	$2.30
RUI.PA	Pay Day	Jun 19, 2025	$2.30
UNH	Pay Day	Jun 24, 2025	$2.21
TROW	Pay Day	Jun 27, 2025	$1.27
BTI	Ex-Dividend	Jun 27, 2025	$0.75
ES	Pay Day	Jun 30, 2025	$0.75
ARE	Ex-Dividend	Jun 30, 2025	$1.32
REXR	Ex-Dividend	Jun 30, 2025	$0.43
NKE	Pay Day	Jul 1, 2025	$0.40
UGI	Pay Day	Jul 1, 2025	$0.38
HPQ	Pay Day	Jul 2, 2025	$0.29
CMCSA	Ex-Dividend	Jul 2, 2025	$0.33
BNS	Ex-Dividend	Jul 2, 2025	$0.80
TD	Ex-Dividend	Jul 10, 2025	$0.76
OXY	Pay Day	Jul 15, 2025	$0.24
ARE	Pay Day	Jul 15, 2025	$1.32
REXR	Pay Day	Jul 15, 2025	$0.43
DCC.L	Pay Day	Jul 17, 2025	$1.85
CMCSA	Pay Day	Jul 23, 2025	$0.33
BNS	Pay Day	Jul 29, 2025	$0.80
TD	Pay Day	Jul 31, 2025	$0.76
BTI	Pay Day	Aug 6, 2025	$0.75
EWZ	Pay Day	Dec 20, 2025	$1.09
MCHI	Pay Day	Dec 20, 2025	$0.89
EWH	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 5.1/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

0.12

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.06

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

1.1

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

0.12

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.06

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

1.1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

12.57

High:

ARE

91.31

Low:

OZK

7.29

Details

PEG Ratio

144.35

High:

1,953.57

Low:

PFE

0.6

Details

Price/Book

2.19

High:

ASML

15.56

Low:

HPQ

-18.24

Details

Price/Sales

1.59

High:

ADYEN.NV

24.44

Low:

CNC

0.16

Details

Price/CF

8.3

High:

BNS

44.46

Low:

OXY

4.19

Details

Price/FCF

17.92

High:

REXR

1,118.76

Low:

OZK

8.91

Details

P/E Ratio

12.57

High:

ARE

91.31

Low:

OZK

7.29

Details

Worst Drawdowns

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

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
44.66%
🖥️ Technology Services
9.1%
💰 Finance
8.71%
🛍️ Retail Trade
8.65%
🍞 Consumer Non Durables
5.05%
⚡ Utilities
4.04%
📦 Distribution Services
3.91%
🏭 Industrial Services
2.78%
⛏️ Energy Minerals
2.45%
💇‍♀️ Consumer Services
2.07%
🧪 Process Industries
1.87%
🚚 Transportation
1.81%
🚗 Consumer Durables
1.28%
🏥 Health Services
1.2%
💵 Cash
0.98%
🧬 Health Technology
0.96%
💻 Electronic Technology
0.34%
💼 Commercial Services
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.87%
🇺🇸 Nasdaq
29.52%
🇸🇪 Stockholm Stock Exchange
8.08%
🇫🇷 Euronext Paris
3.19%
🇬🇧 LSE
1.18%
🇳🇱 Euronext Amsterdam
0.12%
🇭🇰 Hong Kong Exchanges
0.1%

Countries Breakdown

Country
Total

🇺🇸 United States
25.61%
🇮🇪 Ireland
9.83%
🇸🇪 Sweden
8.08%
🇬🇧 United Kingdom
3.65%
🇨🇦 Canada
3.47%
🇫🇷 France
3.19%
🇳🇱 Netherlands
0.46%
🇭🇰 Hong Kong
0.1%

Dividends

Dividend Yield

4.06%

38 out of 41 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $ARE (7.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EWZ	0.76%	7.43%	-
EWH	0.45%	3.98%	-
EVO.ST	0.38%	4.68%	$31.03
SCHD	0.35%	4.03%	-
MCHI	0.3%	2.09%	-
BTI	0.23%	6.34%	$2.92
RUI.PA	0.22%	7.03%	$1.98
EPD	0.19%	6.83%	$2.03
ARE	0.18%	7.56%	$5.02
TD	0.15%	4.31%	$2.93
UPS	0.12%	6.75%	$6.5
O	0.08%	5.67%	$3.09
CMCSA	0.08%	3.74%	$1.2
ARTNA	0.07%	3.63%	$1.16
OXY	0.05%	2.2%	$0.8
DCC.L	0.05%	4.44%	$1.97
ES	0.05%	4.49%	$2.78
ADM	0.05%	4.3%	$1.9
BMY	0.05%	5.1%	$2.34
TROW	0.04%	5.38%	$4.92
LKQ	0.04%	3.08%	$1.18
SON	0.04%	4.64%	$2.05
UGI	0.03%	4.24%	$1.5
NKE	0.02%	2.51%	$1.45
UNH	0.01%	2.88%	$7.74
REXR	0.01%	4.77%	$1.6
BF.A	0.01%	3.27%	$0.86
HSY	0.01%	3.37%	$5.12
OZK	0.01%	3.73%	$1.5
BNS	0.01%	5.78%	$3.09
PAYC	0.01%	0.57%	$1.5
HPQ	0.01%	4.63%	$1.1
PFE	0%	7.35%	$1.66
RHI	0%	5.14%	$2.02
ASML	0%	0.79%	$5.57
00388.HK	0%	2.3%	$8.41
VIG	0%	1.86%	-
MKTX	0%	1.33%	$2.92

Next Dividends

Stock	Type	Date	Pay Per Share
PAYC	Pay Day	Jun 9, 2025	$0.38
SON	Pay Day	Jun 10, 2025	$0.53
OXY	Ex-Dividend	Jun 10, 2025	$0.24
HPQ	Ex-Dividend	Jun 11, 2025	$0.29
ADM	Pay Day	Jun 11, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
RHI	Pay Day	Jun 13, 2025	$0.59
TROW	Ex-Dividend	Jun 13, 2025	$1.27
O	Pay Day	Jun 13, 2025	$0.27
UNH	Ex-Dividend	Jun 16, 2025	$2.21
UGI	Ex-Dividend	Jun 16, 2025	$0.38
HSY	Pay Day	Jun 16, 2025	$1.37
RUI.PA	Ex-Dividend	Jun 17, 2025	$2.30
RUI.PA	Pay Day	Jun 19, 2025	$2.30
UNH	Pay Day	Jun 24, 2025	$2.21
TROW	Pay Day	Jun 27, 2025	$1.27
BTI	Ex-Dividend	Jun 27, 2025	$0.75
ES	Pay Day	Jun 30, 2025	$0.75
ARE	Ex-Dividend	Jun 30, 2025	$1.32
REXR	Ex-Dividend	Jun 30, 2025	$0.43
NKE	Pay Day	Jul 1, 2025	$0.40
UGI	Pay Day	Jul 1, 2025	$0.38
HPQ	Pay Day	Jul 2, 2025	$0.29
CMCSA	Ex-Dividend	Jul 2, 2025	$0.33
BNS	Ex-Dividend	Jul 2, 2025	$0.80
TD	Ex-Dividend	Jul 10, 2025	$0.76
OXY	Pay Day	Jul 15, 2025	$0.24
ARE	Pay Day	Jul 15, 2025	$1.32
REXR	Pay Day	Jul 15, 2025	$0.43
DCC.L	Pay Day	Jul 17, 2025	$1.85
CMCSA	Pay Day	Jul 23, 2025	$0.33
BNS	Pay Day	Jul 29, 2025	$0.80
TD	Pay Day	Jul 31, 2025	$0.76
BTI	Pay Day	Aug 6, 2025	$0.75
EWZ	Pay Day	Dec 20, 2025	$1.09
MCHI	Pay Day	Dec 20, 2025	$0.89
EWH	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 5.1/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

0.12

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.06

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

1.1

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

0.12

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.06

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

1.1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

12.57

High:

ARE

91.31

Low:

OZK

7.29

Details

144.35

High:

1,953.57

Low:

PFE

0.6

Details

Price/Book

2.19

High:

ASML

15.56

Low:

HPQ

-18.24

Details

Price/Sales

1.59

High:

ADYEN.NV

24.44

Low:

CNC

0.16

Details

Price/CF

8.3

High:

BNS

44.46

Low:

OXY

4.19

Details

Price/FCF

17.92

High:

REXR

1,118.76

Low:

OZK

8.91

Details

Depth

Start

End

Total months

-12.36%

Aug 2023

Dec 2023

-11.53%

Feb 2023

Jul 2023

-5.23%

Oct 2024

Feb 2025

-4.64%

Jan 2024

Mar 2024

-3.81%

Mar 2025

-3.58%

Jun 2024

Jul 2024

-1.81%

Apr 2024

May 2024

-0.87%

Dec 2022

Jan 2023

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics