Effective portfolio of StarTres on eToro

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StarTres

🇮🇹 Growth Stock Investor.

1 copier.

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

Effective Portfolio

Summary

0%

Today

+0.47%

This Month

-0.64%

Year To Date

+20.36%

2 Years

+21.61%

5 Years

+4.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
31.63%
💰 Finance
15.23%
💵 Cash
14.3%
💇‍♀️ Consumer Services
8.46%
🖥️ Technology Services
7.11%
📊 ETFs
5.02%
📦 Distribution Services
3.62%
🛠️ Producer Manufacturing
3.56%
💻 Electronic Technology
3.15%
🧬 Health Technology
3.1%
🏭 Industrial Services
3.06%
💼 Commercial Services
0.89%
⚡ Utilities
0.4%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.14%
🇺🇸 Nasdaq
29.01%
🇫🇷 Euronext Paris
1.68%
🇳🇱 Euronext Amsterdam
1.06%
🇮🇹 Borsa Italiana
1.06%
🇸🇪 Stockholm Stock Exchange
1.04%
🇩🇰 Copenhagen Stock Exchange
0.66%
🇬🇧 LSE
0.58%

Countries Breakdown

Country
Total

🇺🇸 United States
70.26%
🇬🇧 United Kingdom
3.01%
🇫🇷 France
1.68%
🇩🇰 Denmark
1.47%
🇳🇱 Netherlands
1.06%
🇮🇹 Italy
1.06%
🇫🇮 Finland
0.7%
🇧🇷 Brazil
0.61%
🇸🇪 Sweden
0.34%

Dividends

Dividend Yield

1.01%

34 out of 39 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $NDA_SE.ST (8.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PGR	0.15%	1.85%	$1.15
TQQQ	0.07%	1.72%	-
WMT	0.07%	1.01%	$0.81
CTAS	0.06%	0.76%	$5.4
NDA_SE.ST	0.06%	8.14%	$10.62
DANSKE.CO	0.05%	7.85%	$14.5
HUBB	0.05%	1.5%	$4.78
INGA.NV	0.04%	6.44%	$1.11
LAND.L	0.04%	6.96%	$0.4
COST	0.04%	0.48%	$19.22
ITUB	0.03%	5.62%	$0.15
HSBC	0.03%	6.25%	$3.03
PH	0.03%	1.16%	$6.07
NWG	0.03%	4.37%	$0.42
RF.PA	0.02%	4.53%	$2.42
MUSA	0.02%	0.36%	$1.66
ENEL.MI	0.02%	5.84%	$0.43
GWW	0.02%	0.82%	$7.63
HD	0.02%	2.55%	$8.52
AALB.NV	0.02%	4.19%	$1.13
BCS	0.02%	2.9%	$0.39
NVO	0.02%	2.03%	$0.98
ELIS.PA	0.01%	1.99%	$0.43
EVO.ST	0.01%	3.71%	$31.03
AZN	0.01%	2.25%	$1.42
SW.PA	0.01%	4.78%	$3.1
LLY	0.01%	0.64%	$4.86
SPY	0.01%	1.28%	-
TEP.PA	0.01%	4.7%	$3.85
KLAC	0.01%	0.99%	$5.65
MSFT	0.01%	0.88%	$3
PUK	0.01%	2.23%	$0.41
PWR	0%	0.14%	$0.35
MCK	0%	0.39%	$2.48

Next Dividends

Stock	Type	Date	Pay Per Share
INGA.NV	Ex-Dividend	Apr 24, 2025	$0.74
HSBC	Pay Day	Apr 25, 2025	$1.80
NWG	Pay Day	Apr 28, 2025	$0.39
COST	Ex-Dividend	May 2, 2025	$1.30
INGA.NV	Pay Day	May 2, 2025	$0.74
AALB.NV	Pay Day	May 8, 2025	$1.21
WMT	Ex-Dividend	May 9, 2025	$0.24
EVO.ST	Ex-Dividend	May 12, 2025	$3.06
PUK	Pay Day	May 14, 2025	$0.33
MSFT	Ex-Dividend	May 15, 2025	$0.83
CTAS	Ex-Dividend	May 15, 2025	$0.39
COST	Pay Day	May 16, 2025	$1.30
NEXI.MI	Ex-Dividend	May 19, 2025	$0.26
EVO.ST	Pay Day	May 20, 2025	$3.06
NEXI.MI	Pay Day	May 21, 2025	$0.26
TEP.PA	Ex-Dividend	May 26, 2025	$4.40
WMT	Pay Day	May 27, 2025	$0.24
TEP.PA	Pay Day	May 28, 2025	$4.40
MSFT	Pay Day	Jun 12, 2025	$0.83
CTAS	Pay Day	Jun 13, 2025	$0.39
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
ENEL.MI	Pay Day	Jul 23, 2025	$0.28

Performance Metrics

Score 2.7/10

Beta

1.03

1.03

0

0.8

1.2

0

2

Sharpe Ratio

0.16

0.16

0

0.5

1

1.5

1.5

Sortino Ratio

0.23

0.23

0

1

2

3

3

Jensen's Alpha

-8.15

-8.15

-9

0

2

4.5

4.5

Omega Ratio

0.47

0.47

0

1

1.5

2.5

2.5

Treynor Ratio

0.24

0.24

0

0.75

1.25

2

2

Information Ratio

-1.02

-1.02

-2

0.3

0.6

1

1

Calmar Ratio

0.12

0.12

0

0.3

0.6

1

1

Beta

1.03

1.03

0

0.8

1.2

0

2

Sharpe Ratio

0.16

0.16

0

0.5

1

1.5

1.5

Sortino Ratio

0.23

0.23

0

1

2

3

3

Jensen's Alpha

-8.15

-8.15

-9

0

2

4.5

4.5

Omega Ratio

0.47

0.47

0

1

1.5

2.5

2.5

Treynor Ratio

0.24

0.24

0

0.75

1.25

2

2

Information Ratio

-1.02

-1.02

-2

0.3

0.6

1

1

Calmar Ratio

0.12

0.12

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.46

High:

FICO

87.6

Low:

RF.PA

-9.83

Details

PEG Ratio

281.17

High:

HUBB

1,038.29

Low:

ENEL.MI

11.23

Details

Price/Book

7.74

High:

LLY

56.08

Low:

ORLY

-58.32

Details

Price/Sales

1.91

High:

FICO

26.69

Low:

MCK

0.26

Details

Price/CF

22.72

High:

LLY

82.96

Low:

NDA_SE.ST

1.26

Details

Price/FCF

48.07

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

Details

P/E Ratio

31.46

High:

FICO

87.6

Low:

RF.PA

-9.83

Details

PEG Ratio

281.17

High:

HUBB

1,038.29

Low:

ENEL.MI

11.23

Details

Price/Book

7.74

High:

LLY

56.08

Low:

ORLY

-58.32

Details

Price/Sales

1.91

High:

FICO

26.69

Low:

MCK

0.26

Details

Price/CF

22.72

High:

LLY

82.96

Low:

NDA_SE.ST

1.26

Details

Price/FCF

48.07

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-33.42%	Jan 2022	-	40
-6.21%	Sep 2021	Oct 2021	1
-3.26%	May 2021	Jun 2021	1
-2.48%	Sep 2020	Nov 2020	2
-0.4%	Jul 2021	Aug 2021	1
-0.21%	Feb 2021	Mar 2021	1
-0.09%	Nov 2021	Dec 2021	1

Monthly Performance