Portfolio of Stef3030 on eToro

Stef3030

🇮🇹 Stock Investor.

47 copiers.

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

Summary

-0.46%

This Month

+14.79%

Year To Date

+41.98%

2 Years

+38.84%

5 Years

+76.76%

10 Years

+6.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
41.29%
🛍️ Retail Trade
11.6%
🖥️ Technology Services
10.83%
🧬 Health Technology
9.33%
📊 ETFs
7.09%
🪨 Non Energy Minerals
5.1%
🚚 Transportation
3.46%
💻 Electronic Technology
3.43%
⚡ Utilities
3.16%
🚗 Consumer Durables
1.69%
🏭 Industrial Services
1.61%
💇‍♀️ Consumer Services
1.11%
💼 Commercial Services
0.28%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.3%
🇺🇸 Nasdaq
22.77%
🇬🇧 LSE
14.43%
🇫🇷 Euronext Paris
7.71%
🇨🇭 SIX
2.81%
🇮🇹 Borsa Italiana
1.69%
🇳🇱 Euronext Amsterdam
0.28%

Countries Breakdown

Country
Total

🇺🇸 United States
39.32%
🇬🇧 United Kingdom
12.78%
🇫🇷 France
7.71%
🇨🇦 Canada
5.49%
🇰🇿 Kazakhstan
4.67%
🇨🇳 China
3.82%
🇬🇷 Greece
3.46%
🇯🇵 Japan
3.35%
🇩🇰 Denmark
3.24%
🇨🇭 Switzerland
2.81%
🇺🇾 Uruguay
2.21%
🇮🇱 Israel
2.07%
🇮🇹 Italy
1.69%
🇳🇱 Netherlands
0.28%

Dividends

Dividend Yield

2.21%

26 out of 37 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $BNP.PA (6.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BNP.PA	0.34%	6.68%	$4.6
HSBA.L	0.31%	4.02%	$0.49
KAP.L	0.2%	4.25%	-
CS.PA	0.14%	5.37%	$1.98
ZURN.ZU	0.14%	4.8%	$26
TPG	0.13%	5.08%	$1.55
GS	0.12%	1.99%	$11
BX	0.11%	4.75%	$3.36
GSK	0.11%	3.57%	$1.45
NEE	0.1%	3.12%	$1.97
ENB	0.09%	5.66%	$2.66
DAC	0.08%	2.33%	$3.15
MUFG	0.07%	2.23%	$0.23
BLK	0.07%	1.95%	$20.2
BABA	0.04%	0.99%	$0.98
NVO	0.03%	1.04%	$0.98
BN.US	0.03%	0.7%	$0.3
STT	0.03%	2.03%	$2.76
RACE.MI	0.02%	1.02%	-
DIS	0.01%	1.35%	$0.75
GOOG	0.01%	0.26%	$0.2
AZN.L	0.01%	0.63%	$2.28
ANTO.L	0.01%	1.79%	$0.29
NVDA	0.01%	0.23%	$0.02
ABBV	0%	2.44%	$6.06
UMG.NV	0%	1.48%	$0.51

Next Dividends

Stock	Type	Date	Pay Per Share
DAC	Pay Day	Oct 22, 2026	$0.90
UMG.NV	Pay Day	Oct 27, 2026	$0.32
BX	Ex-Dividend	Nov 3, 2026	$1.16
ENB	Ex-Dividend	Nov 14, 2026	$0.71
TPG	Ex-Dividend	Nov 14, 2026	$0.59
GSK	Ex-Dividend	Nov 14, 2026	$0.46
ABBV	Pay Day	Nov 16, 2026	$1.73
NEE	Ex-Dividend	Nov 28, 2026	$0.62
GS	Ex-Dividend	Dec 1, 2026	$4.50
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BLK	Ex-Dividend	Dec 8, 2026	$5.73
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
BN.US	Ex-Dividend	Dec 14, 2026	$0.07
DIS	Ex-Dividend	Dec 30, 2026	$0.75
STT	Ex-Dividend	Jan 1, 2027	$0.84
DAC	Ex-Dividend	Jan 13, 2027	$0.90
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
AZN.L	Ex-Dividend	Feb 11, 2027	$2.17
NVO	Ex-Dividend	Feb 17, 2027	$1.22
ANTO.L	Ex-Dividend	Mar 1, 2027	$0.48
BNP.PA	Ex-Dividend	Mar 24, 2027	$3.06
MUFG	Ex-Dividend	Apr 1, 2027	$0.27
UMG.NV	Ex-Dividend	Apr 5, 2027	$0.32
ZURN.ZU	Ex-Dividend	Apr 10, 2027	$38.84
CS.PA	Ex-Dividend	May 11, 2027	$2.74
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 3.5/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-3.44

-4

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.6

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-3.44

-4

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.6

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.24

High:

ABBV

81.73

Low:

SKHY

-23.55

Details

PEG Ratio

1.71

High:

BLK

19.51

Low:

RDDT

0.12

Details

Price/Book

5.14

High:

NVDA

25.19

Low:

ABBV

-86.07

Details

Price/Sales

4.83

High:

INFQ

170.23

Low:

SKHY

Details

Price/CF

15.07

High:

TPG

466.58

Low:

2.63

Details