Effective portfolio of StephMfr on eToro

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StephMfr

🇫🇷 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

-2.33%

Today

+9.36%

This Month

-30.14%

Year To Date

+13.65%

2 Years

+13.65%

5 Years

+9.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
99.67%
💵 Cash
0.12%
💰 Finance
0.09%
🏭 Industrial Services
0.03%
🛍️ Retail Trade
0.01%
💻 Electronic Technology
0.01%
🖥️ Technology Services
0.01%
🧪 Process Industries
0.01%
📦 Distribution Services
0.01%
🛠️ Producer Manufacturing
0%
🚗 Consumer Durables
0%
🍞 Consumer Non Durables
0%
🏥 Health Services
0%
💼 Commercial Services
0%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
99.67%
🇺🇸 Nasdaq
0.1%
🇺🇸 NYSE
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
0.18%
🇬🇧 United Kingdom
0%
🇵🇷 Puerto Rico
0%

Dividends

Dividend Yield

0%

24 out of 124 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $WES (11.81%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WES	0%	11.81%	$2.59
SNA	0%	2.57%	$7.2
OFG	0%	2.68%	$0.94
PG	0%	2.42%	$3.83
SRCE	0%	2.41%	$1.34
GD	0%	2.11%	$5.48
MTG	0%	1.97%	$0.46
ADP	0%	1.86%	$5.45
AFL	0%	2.1%	$1.84
HIG	0%	1.56%	$1.84
ELV	0%	1.77%	$6.22
TRV	0%	1.55%	$4.05
WSM	0%	1.45%	$3.83
WM	0%	1.33%	$2.9
LIN	0%	1.25%	$5.33
CTVA	0%	0.98%	$0.64
RSG	0%	0.92%	$2.14
ACM	0%	0.89%	$0.84
ESQ	0%	0.72%	$0.55
MCK	0%	0.4%	$2.48
WAB	0%	0.45%	$0.74
AAPL	0%	0.51%	$0.97
FIX	0%	0.31%	$1.02
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MCK	Ex-Dividend	Jun 2, 2025	$0.71
AFL	Pay Day	Jun 2, 2025	$0.58
HIG	Ex-Dividend	Jun 2, 2025	$0.52
CTVA	Ex-Dividend	Jun 2, 2025	$0.17
ESQ	Pay Day	Jun 2, 2025	$0.18
LIN	Ex-Dividend	Jun 4, 2025	$1.50
WM	Ex-Dividend	Jun 6, 2025	$0.82
TRV	Ex-Dividend	Jun 10, 2025	$1.10
ELV	Ex-Dividend	Jun 10, 2025	$1.71
WAB	Pay Day	Jun 10, 2025	$0.25
SNA	Pay Day	Jun 10, 2025	$2.14
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
ADP	Ex-Dividend	Jun 13, 2025	$1.54
CTVA	Pay Day	Jun 16, 2025	$0.17
LIN	Pay Day	Jun 18, 2025	$1.50
WM	Pay Day	Jun 20, 2025	$0.82
ELV	Pay Day	Jun 25, 2025	$1.71
TRV	Pay Day	Jun 30, 2025	$1.10
OFG	Ex-Dividend	Jun 30, 2025	$0.30
MCK	Pay Day	Jul 1, 2025	$0.71
ADP	Pay Day	Jul 1, 2025	$1.54
HIG	Pay Day	Jul 2, 2025	$0.52
RSG	Ex-Dividend	Jul 2, 2025	$0.58
NVDA	Pay Day	Jul 3, 2025	$0.01
RSG	Pay Day	Jul 15, 2025	$0.58
OFG	Pay Day	Jul 15, 2025	$0.30

Performance Metrics

Score 2.9/10

Beta

5.07

5.07

0

0.8

1.2

0

6

Sharpe Ratio

0.32

0.32

0

0.5

1

1.5

1.5

Sortino Ratio

0.77

0.77

0

1

2

3

3

Jensen's Alpha

-8.63

-8.63

-9

0

2

4.5

4.5

Omega Ratio

1.27

1.27

0

1

1.5

2.5

2.5

Treynor Ratio

0.49

0.49

0

0.75

1.25

2

2

Information Ratio

0.25

0.25

0

0.3

0.6

1

1

Calmar Ratio

0.06

0.06

0

0.3

0.6

1

1

Beta

5.07

5.07

0

0.8

1.2

0

6

Sharpe Ratio

0.32

0.32

0

0.5

1

1.5

1.5

Sortino Ratio

0.77

0.77

0

1

2

3

3

Jensen's Alpha

-8.63

-8.63

-9

0

2

4.5

4.5

Omega Ratio

1.27

1.27

0

1

1.5

2.5

2.5

Treynor Ratio

0.49

0.49

0

0.75

1.25

2

2

Information Ratio

0.25

0.25

0

0.3

0.6

1

1

Calmar Ratio

0.06

0.06

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.68

High:

CDNS

73.1

Low:

MTG

8.79

Details

PEG Ratio

1,803.1

High:

SNA

45,175.2

Low:

ACM

0.42

Details

Price/Book

10.42

High:

AAPL

44.83

Low:

ORLY

-57.12

Details

Price/Sales

3.52

High:

NVDA

25.52

Low:

MCK

0.25

Details

Price/CF

22.18

High:

NVDA

54.98

Low:

HIG

6.21

Details

Price/FCF

30.19

High:

WM

156.37

Low:

HIG

7.09

Details

P/E Ratio

31.68

High:

CDNS

73.1

Low:

MTG

8.79

Details

PEG Ratio

1,803.1

High:

SNA

45,175.2

Low:

ACM

0.42

Details

Price/Book

10.42

High:

AAPL

44.83

Low:

ORLY

-57.12

Details

Price/Sales

3.52

High:

NVDA

25.52

Low:

MCK

0.25

Details

Price/CF

22.18

High:

NVDA

54.98

Low:

HIG

6.21

Details

Price/FCF

30.19

High:

WM

156.37

Low:

HIG

7.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-50.78%	Dec 2024	-	6
-28.35%	Apr 2024	Nov 2024	7

Monthly Performance