Portfolio of Steve-o1501 on eToro

Steve-o1501

🇧🇪 Multi-Strategy Stock Investor.

455 copiers.

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

Summary

-1.15%

Today

-0.12%

This Month

+8.11%

Year To Date

+1304.17%

2 Years

+537.22%

5 Years

+20.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.44%
💻 Electronic Technology
16.88%
🪙 Cryptocurrencies
14.75%
🧬 Health Technology
14.69%
🛍️ Retail Trade
7.41%
🏥 Health Services
7.18%
💰 Finance
6.75%
💇‍♀️ Consumer Services
1.52%
⚡ Utilities
0.99%
🛠️ Producer Manufacturing
0.95%
💼 Commercial Services
0.86%
💵 Cash
0.39%
🍞 Consumer Non Durables
0.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.13%
🇺🇸 NYSE
39.73%
🌍 Digital Currency
14.75%

Countries Breakdown

Country
Total

🇺🇸 United States
83.39%
🇳🇱 Netherlands
1.47%

Dividends

Dividend Yield

1.06%

23 out of 34 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $MRK (4.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MRK	0.31%	4.12%	$3.04
UNH	0.21%	2.89%	$7.74
HD	0.09%	2.46%	$8.52
DLR	0.07%	2.77%	$4.88
MSFT	0.06%	0.69%	$3
ZTS	0.06%	1.14%	$1.67
DELL	0.05%	1.65%	$1.63
GOOG	0.03%	0.47%	$0.2
NEE	0.03%	3.05%	$1.97
SBUX	0.03%	2.74%	$2.24
ORCL	0.03%	1%	$1.6
AAPL	0.02%	0.5%	$0.97
CRM	0.01%	0.6%	$0.4
QCOM	0.01%	2.32%	$3.25
AXP	0.01%	0.98%	$2.6
V	0.01%	0.62%	$2.01
AMAT	0.01%	1.01%	$1.44
MA	0.01%	0.49%	$2.46
META	0.01%	0.3%	$1
NKE	0%	2.5%	$1.45
DIS	0%	0.88%	$0.75
ASML	0%	0.79%	$5.57
LLY	0%	0.74%	$4.86

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
LLY	Pay Day	Jun 10, 2025	$1.50
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
DLR	Ex-Dividend	Jun 13, 2025	$1.22
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
NEE	Pay Day	Jun 16, 2025	$0.57
HD	Pay Day	Jun 18, 2025	$2.30
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
DLR	Pay Day	Jun 30, 2025	$1.22
NKE	Pay Day	Jul 1, 2025	$0.40
MRK	Pay Day	Jul 8, 2025	$0.81
ZTS	Ex-Dividend	Jul 18, 2025	$0.50
DIS	Pay Day	Jul 23, 2025	$0.50
ZTS	Pay Day	Sep 3, 2025	$0.50

Performance Metrics

Score 6.7/10

Beta

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

39.32

-2

Omega Ratio

1.46

1.5

2.5

Treynor Ratio

4.39

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

39.32

-2

Omega Ratio

1.46

1.5

2.5

Treynor Ratio

4.39

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.07

High:

DLR

163.61

Low:

VRTX

-113.66

Details

PEG Ratio

136.71

High:

481.7

Low:

MRK

1.74

Details

Price/Book

8.77

High:

79.68

Low:

DELL

-52.93

Details

Price/Sales

5.59

High:

19.31

Low:

UNH

0.67

Details

Price/CF

19.71

High:

LLY

79.83

Low:

DIS

9.84

Details

Price/FCF

45.16

High:

NEE

2,356.18

Low:

DIS

19.39

Details