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

+0.48%

Today

+2.74%

This Month

+13.7%

Year To Date

+31.6%

2 Years

+50.77%

5 Years

+16.1%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
49.55%
🖥️ Technology Services
10.59%
💰 Finance
9.17%
🛍️ Retail Trade
9.12%
🍞 Consumer Non Durables
5.22%
⚡ Utilities
3.82%
⛏️ Energy Minerals
2.37%
💇‍♀️ Consumer Services
2.03%
🧪 Process Industries
1.94%
🚚 Transportation
1.81%
🚗 Consumer Durables
1.14%
💼 Commercial Services
1.12%
🧬 Health Technology
0.88%
📦 Distribution Services
0.78%
💻 Electronic Technology
0.31%
🏭 Industrial Services
0.15%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.35%
🇺🇸 Nasdaq
36.53%
🇸🇪 Stockholm Stock Exchange
9.69%
🇬🇧 LSE
1.14%
🇳🇱 Euronext Amsterdam
0.1%
🇭🇰 Hong Kong Exchanges
0.1%
🇫🇷 Euronext Paris
0.08%

Countries Breakdown

Country
Total

🇺🇸 United States
21.87%
🇮🇪 Ireland
10.98%
🇸🇪 Sweden
9.69%
🇬🇧 United Kingdom
3.73%
🇨🇦 Canada
3.57%
🇳🇱 Netherlands
0.41%
🇭🇰 Hong Kong
0.1%
🇫🇷 France
0.08%

Dividends

Dividend Yield

3.71%

45 out of 49 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $EWZ (7.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EWZ	0.69%	7.39%	-
EWH	0.41%	3.65%	-
EVO.ST	0.35%	3.65%	$31.03
SCHD	0.33%	3.97%	-
SHV	0.3%	4.69%	-
MCHI	0.29%	2.04%	-
BTI	0.22%	5.82%	$2.92
ARE	0.17%	6.71%	$5.02
TD	0.14%	4.07%	$2.93
UPS	0.11%	6.6%	$6.5
O	0.08%	5.65%	$3.09
CMCSA	0.07%	3.66%	$1.2
ARTNA	0.06%	3.61%	$1.16
OXY	0.05%	2.14%	$0.8
DCC.L	0.05%	4.28%	$1.97
ADM	0.04%	3.72%	$1.9
ES	0.04%	4.48%	$2.78
BMY	0.04%	5.28%	$2.34
TROW	0.04%	4.78%	$4.92
LKQ	0.04%	3.22%	$1.18
SON	0.03%	4.53%	$2.05
UGI	0.03%	4.1%	$1.5
RYN	0.02%	4.66%	$1.14
NKE	0.02%	2.12%	$1.45
REXR	0.01%	4.61%	$1.6
BF.A	0.01%	3.13%	$0.86
RHI	0.01%	5.36%	$2.02
HSY	0.01%	3.1%	$5.12
RUI.PA	0.01%	7.11%	$1.98
BNS	0.01%	5.59%	$3.09
PAYC	0%	0.66%	$1.5
PFE	0%	7.02%	$1.66
SIRI	0%	4.63%	$0.1
ASML	0%	0.84%	$5.57
00388.HK	0%	2.16%	$8.41
VIG	0%	1.79%	-
MKTX	0%	1.45%	$2.92
WM	0%	1.39%	$2.9
MSCI	0%	1.18%	$5.96
SPGI	0%	0.72%	$3.62
MCO	0%	0.72%	$3.24
CP	0%	0.71%	$0.56
WCN	0%	0.66%	$1.12
V	0%	0.65%	$2.01
MA	0%	0.53%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
CMCSA	Pay Day	Jul 23, 2025	$0.33
PFE	Ex-Dividend	Jul 25, 2025	$0.43
CP	Pay Day	Jul 28, 2025	$0.16
ASML	Ex-Dividend	Jul 29, 2025	$1.86
BNS	Pay Day	Jul 29, 2025	$0.80
TD	Pay Day	Jul 31, 2025	$0.76
BMY	Pay Day	Aug 1, 2025	$0.62
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML	Pay Day	Aug 6, 2025	$1.86
MA	Pay Day	Aug 8, 2025	$0.76
SON	Ex-Dividend	Aug 8, 2025	$0.53
O	Pay Day	Aug 15, 2025	$0.27
SPGI	Ex-Dividend	Aug 26, 2025	$0.96
PFE	Pay Day	Sep 2, 2025	$0.43
SPGI	Pay Day	Sep 10, 2025	$0.96
SON	Pay Day	Sep 10, 2025	$0.53
RYN	Ex-Dividend	Sep 16, 2025	$0.27
REXR	Ex-Dividend	Sep 30, 2025	$0.43
RYN	Pay Day	Sep 30, 2025	$0.27
BTI	Ex-Dividend	Oct 3, 2025	$0.75
REXR	Pay Day	Oct 15, 2025	$0.43
BTI	Pay Day	Nov 13, 2025	$0.75

Performance Metrics

Score 5.5/10

Beta

0.76

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

0.56

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

1.22

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

1.25

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

0.56

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

1.22

0.75

1.25

Information Ratio

-0.2

-1

0.3

0.6

Calmar Ratio

1.25

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

14.02

High:

ARE

102.63

Low:

SIRI

-4.66

Details

PEG Ratio

143.75

High:

1,975.94

Low:

PFE

0.64

Details

Price/Book

2.44

High:

75.39

Low:

MSCI

-46.79

Details

Price/Sales

2.09

High:

00388.HK

22.72

Low:

DCC.L

0.27

Details

Price/CF

8.51

High:

FICO

64.23

Low:

OXY

4.19

Details

Price/FCF

17.1

High:

BF.A

1,487.87

Low:

8.96

Details