Portfolio of SimpleDividends on eToro

SimpleDividends

🇮🇪 Value Stock Investor.

5 copiers.

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

Summary

Today

-6.26%

This Month

+0.36%

Year To Date

+29.34%

2 Years

+33.08%

5 Years

+12.11%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
44.18%
🖥️ Technology Services
9.96%
🛍️ Retail Trade
6.83%
💰 Finance
6.26%
💇‍♀️ Consumer Services
5.42%
⚡ Utilities
4.27%
📦 Distribution Services
3.94%
🍞 Consumer Non Durables
3.92%
🏭 Industrial Services
2.94%
💵 Cash
2.93%
⛏️ Energy Minerals
2.46%
🧪 Process Industries
1.98%
🚚 Transportation
1.91%
🚗 Consumer Durables
1.46%
🧬 Health Technology
1.04%
💻 Electronic Technology
0.42%
💼 Commercial Services
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.13%
🇺🇸 Nasdaq
30.81%
🇸🇪 Stockholm Stock Exchange
5.4%
🇫🇷 Euronext Paris
3.23%
🇬🇧 LSE
1.32%
🇳🇱 Euronext Amsterdam
0.1%
🇭🇰 Hong Kong Exchanges
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
25.21%
🇨🇳 China
7.34%
🇸🇪 Sweden
5.4%
🇮🇪 Ireland
4.57%
🇬🇧 United Kingdom
3.45%
🇫🇷 France
3.23%
🇨🇦 Canada
3.19%
🇳🇱 Netherlands
0.41%
🇭🇰 Hong Kong
0.09%

Dividends

Dividend Yield

3.73%

37 out of 41 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $EWZ (7.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EWZ	0.77%	7.77%	-
EWH	0.4%	3.96%	-
SCHD	0.39%	3.72%	-
MCHI	0.27%	1.99%	-
BTI	0.24%	6.98%	$2.92
RUI.PA	0.23%	7.17%	$1.98
EPD	0.2%	6.83%	$2.03
EVO.ST	0.2%	3.71%	$31.03
TD	0.15%	4.71%	$2.93
UPS	0.13%	6.77%	$6.5
O	0.09%	5.42%	$3.09
CMCSA	0.08%	3.7%	$1.2
ARTNA	0.07%	3.49%	$1.16
OXY	0.06%	2.27%	$0.8
DCC.L	0.05%	4.02%	$1.97
ADM	0.05%	4.2%	$1.9
ES	0.05%	5.04%	$2.78
BMY	0.05%	4.96%	$2.34
TROW	0.05%	5.79%	$4.92
LKQ	0.04%	2.86%	$1.18
SON	0.04%	4.76%	$2.05
UGI	0.03%	4.52%	$1.5
BABA	0.03%	0.9%	$0.98
REXR	0.01%	5.2%	$1.6
HSY	0.01%	3.29%	$5.12
OZK	0.01%	3.99%	$1.5
BNS	0.01%	6.17%	$3.09
PAYC	0.01%	0.69%	$1.5
HPQ	0.01%	4.74%	$1.1
PFE	0.01%	7.63%	$1.66
BF.A	0%	2.64%	$0.86
RHI	0%	4.8%	$2.02
ASML	0%	0.9%	$5.57
00388.HK	0%	2.8%	$8.41
NKE	0%	2.76%	$1.45
VIG	0%	1.83%	-
MKTX	0%	1.32%	$2.92

Next Dividends

Stock	Type	Date	Pay Per Share
OZK	Pay Day	Apr 21, 2025	$0.43
CMCSA	Pay Day	Apr 23, 2025	$0.33
ASML	Ex-Dividend	Apr 28, 2025	$1.92
BNS	Pay Day	Apr 28, 2025	$0.74
EPD	Ex-Dividend	Apr 30, 2025	$0.54
TD	Pay Day	Apr 30, 2025	$0.73
BMY	Pay Day	May 1, 2025	$0.62
O	Ex-Dividend	May 1, 2025	$0.27
ASML	Pay Day	May 6, 2025	$1.92
SON	Ex-Dividend	May 9, 2025	$0.53
EVO.ST	Ex-Dividend	May 12, 2025	$3.06
EPD	Pay Day	May 14, 2025	$0.54
O	Pay Day	May 15, 2025	$0.27
EVO.ST	Pay Day	May 20, 2025	$3.06
SON	Pay Day	Jun 10, 2025	$0.53
EWZ	Pay Day	Jun 17, 2025	$0.91
MCHI	Pay Day	Jun 17, 2025	$0.19
EWH	Pay Day	Jun 17, 2025	$0.35
BTI	Ex-Dividend	Jun 27, 2025	$0.75
REXR	Ex-Dividend	Jun 30, 2025	$0.43
REXR	Pay Day	Jul 15, 2025	$0.43
BTI	Pay Day	Aug 6, 2025	$0.75

Performance Metrics

Score 6/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

2.3

-2

4.5

Omega Ratio

0.98

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.02

-1

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

2.3

-2

4.5

Omega Ratio

0.98

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.02

-1

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

17.49

High:

59.67

Low:

BMY

-11.12

Details

PEG Ratio

64.69

High:

MKTX

507.11

Low:

PFE

5.77

Details

Price/Book

1.79

High:

ASML

13.16

Low:

HPQ

-21

Details

Price/Sales

1.55

High:

ADYEN.NV

20.07

Low:

DCC.L

0.25

Details

Price/CF

7.89

High:

ADYEN.NV

35.9

Low:

OXY

4.06

Details

Price/FCF

15.95

High:

REXR

1,118.76

Low:

WBD

5.86

Details

Worst Drawdowns

Depth	Start	End	Total months
-12.36%	Aug 2023	Dec 2023	4
-11.53%	Feb 2023	Jul 2023	5
-6.47%	Mar 2025	-	2
-5.23%	Oct 2024	Feb 2025	4
-4.64%	Jan 2024	Mar 2024	2
-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
44.18%
🖥️ Technology Services
9.96%
🛍️ Retail Trade
6.83%
💰 Finance
6.26%
💇‍♀️ Consumer Services
5.42%
⚡ Utilities
4.27%
📦 Distribution Services
3.94%
🍞 Consumer Non Durables
3.92%
🏭 Industrial Services
2.94%
💵 Cash
2.93%
⛏️ Energy Minerals
2.46%
🧪 Process Industries
1.98%
🚚 Transportation
1.91%
🚗 Consumer Durables
1.46%
🧬 Health Technology
1.04%
💻 Electronic Technology
0.42%
💼 Commercial Services
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.13%
🇺🇸 Nasdaq
30.81%
🇸🇪 Stockholm Stock Exchange
5.4%
🇫🇷 Euronext Paris
3.23%
🇬🇧 LSE
1.32%
🇳🇱 Euronext Amsterdam
0.1%
🇭🇰 Hong Kong Exchanges
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
25.21%
🇨🇳 China
7.34%
🇸🇪 Sweden
5.4%
🇮🇪 Ireland
4.57%
🇬🇧 United Kingdom
3.45%
🇫🇷 France
3.23%
🇨🇦 Canada
3.19%
🇳🇱 Netherlands
0.41%
🇭🇰 Hong Kong
0.09%

Dividends

Dividend Yield

3.73%

37 out of 41 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $EWZ (7.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EWZ	0.77%	7.77%	-
EWH	0.4%	3.96%	-
SCHD	0.39%	3.72%	-
MCHI	0.27%	1.99%	-
BTI	0.24%	6.98%	$2.92
RUI.PA	0.23%	7.17%	$1.98
EPD	0.2%	6.83%	$2.03
EVO.ST	0.2%	3.71%	$31.03
TD	0.15%	4.71%	$2.93
UPS	0.13%	6.77%	$6.5
O	0.09%	5.42%	$3.09
CMCSA	0.08%	3.7%	$1.2
ARTNA	0.07%	3.49%	$1.16
OXY	0.06%	2.27%	$0.8
DCC.L	0.05%	4.02%	$1.97
ADM	0.05%	4.2%	$1.9
ES	0.05%	5.04%	$2.78
BMY	0.05%	4.96%	$2.34
TROW	0.05%	5.79%	$4.92
LKQ	0.04%	2.86%	$1.18
SON	0.04%	4.76%	$2.05
UGI	0.03%	4.52%	$1.5
BABA	0.03%	0.9%	$0.98
REXR	0.01%	5.2%	$1.6
HSY	0.01%	3.29%	$5.12
OZK	0.01%	3.99%	$1.5
BNS	0.01%	6.17%	$3.09
PAYC	0.01%	0.69%	$1.5
HPQ	0.01%	4.74%	$1.1
PFE	0.01%	7.63%	$1.66
BF.A	0%	2.64%	$0.86
RHI	0%	4.8%	$2.02
ASML	0%	0.9%	$5.57
00388.HK	0%	2.8%	$8.41
NKE	0%	2.76%	$1.45
VIG	0%	1.83%	-
MKTX	0%	1.32%	$2.92

Next Dividends

Stock	Type	Date	Pay Per Share
OZK	Pay Day	Apr 21, 2025	$0.43
CMCSA	Pay Day	Apr 23, 2025	$0.33
ASML	Ex-Dividend	Apr 28, 2025	$1.92
BNS	Pay Day	Apr 28, 2025	$0.74
EPD	Ex-Dividend	Apr 30, 2025	$0.54
TD	Pay Day	Apr 30, 2025	$0.73
BMY	Pay Day	May 1, 2025	$0.62
O	Ex-Dividend	May 1, 2025	$0.27
ASML	Pay Day	May 6, 2025	$1.92
SON	Ex-Dividend	May 9, 2025	$0.53
EVO.ST	Ex-Dividend	May 12, 2025	$3.06
EPD	Pay Day	May 14, 2025	$0.54
O	Pay Day	May 15, 2025	$0.27
EVO.ST	Pay Day	May 20, 2025	$3.06
SON	Pay Day	Jun 10, 2025	$0.53
EWZ	Pay Day	Jun 17, 2025	$0.91
MCHI	Pay Day	Jun 17, 2025	$0.19
EWH	Pay Day	Jun 17, 2025	$0.35
BTI	Ex-Dividend	Jun 27, 2025	$0.75
REXR	Ex-Dividend	Jun 30, 2025	$0.43
REXR	Pay Day	Jul 15, 2025	$0.43
BTI	Pay Day	Aug 6, 2025	$0.75

Performance Metrics

Score 6/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

2.3

-2

4.5

Omega Ratio

0.98

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.02

-1

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

2.3

-2

4.5

Omega Ratio

0.98

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.02

-1

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

17.49

High:

59.67

Low:

BMY

-11.12

Details

PEG Ratio

64.69

High:

MKTX

507.11

Low:

PFE

5.77

Details

Price/Book

1.79

High:

ASML

13.16

Low:

HPQ

-21

Details

Price/Sales

1.55

High:

ADYEN.NV

20.07

Low:

DCC.L

0.25

Details

Price/CF

7.89

High:

ADYEN.NV

35.9

Low:

OXY

4.06

Details

Price/FCF

15.95

High:

REXR

1,118.76

Low:

WBD

5.86

Details

Depth

Start

End

Total months

-12.36%

Aug 2023

Dec 2023

-11.53%

Feb 2023

Jul 2023

-6.47%

Mar 2025

-5.23%

Oct 2024

Feb 2025

-4.64%

Jan 2024

Mar 2024

-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