Portfolio of StefanULS on eToro

StefanULS

🇷🇴 Stock Multi-Strategy Investor.

1,502 copiers.

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

Summary

-0.25%

This Month

+28.81%

Year To Date

+93.42%

2 Years

+320.44%

5 Years

+320.44%

10 Years

+40.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
43%
🛍️ Retail Trade
16.65%
💵 Cash
16.16%
💻 Electronic Technology
8.93%
🍞 Consumer Non Durables
5.11%
🏥 Health Services
4.29%
🚗 Consumer Durables
3.28%
🚚 Transportation
1.79%
💰 Finance
1.33%
💼 Commercial Services
1.07%
🪙 Cryptocurrencies
0.82%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
59.89%
🇺🇸 NYSE
25.56%
🌍 Digital Currency
0.82%

Countries Breakdown

Country
Total

🇺🇸 United States
83.59%
🇨🇦 Canada
1.86%

Dividends

Dividend Yield

0.67%

13 out of 21 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $UPS (6.86%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.12%	6.86%	$6.5
UNH	0.12%	2.69%	$7.74
PG	0.09%	2.87%	$3.83
TGT	0.09%	5%	$4.42
MSFT	0.06%	0.69%	$3
WMT	0.06%	0.84%	$0.81
ORCL	0.04%	0.95%	$1.6
META	0.03%	0.32%	$1
GOOG	0.03%	0.26%	$0.2
GS	0.02%	1.72%	$11
JPM	0.01%	1.8%	$4.4
PYPL	0%	0.22%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
WMT	Ex-Dividend	Dec 12, 2025	$0.24
GS	Pay Day	Dec 30, 2025	$4.00
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 9.3/10

Beta

0.92

0.8

1.2

Sharpe Ratio

1.59

0.5

Sortino Ratio

3.6

Jensen's Alpha

24.91

-2

Omega Ratio

4.44

1.5

Treynor Ratio

2.79

0.75

1.25

Information Ratio

1.67

0.3

0.6

Calmar Ratio

4.47

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

1.59

0.5

Sortino Ratio

3.6

Jensen's Alpha

24.91

-2

Omega Ratio

4.44

1.5

Treynor Ratio

2.79

0.75

1.25

Information Ratio

1.67

0.3

0.6

Calmar Ratio

4.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.05

High:

TSLA

287.41

Low:

NET

-663.08

Details

PEG Ratio

180.98

High:

META

459.85

Low:

37.02

Details

Price/Book

10.85

High:

NET

51.27

Low:

2.23

Details

Price/Sales

6.99

High:

NET

34.21

Low:

TGT

0.4

Details

Price/CF

24.61

High:

NET

139.36

Low:

4.22

Details