Portfolio of Steve-o1501 on eToro

Steve-o1501

🇧🇪 Stock and Crypto Multi-Strategy Investor.

381 copiers.

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

Summary

+0.55%

This Month

+24.48%

Year To Date

+1324.73%

2 Years

+570.45%

5 Years

+242.18%

10 Years

+22.76%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧬 Health Technology
19.99%
🖥️ Technology Services
17.32%
🪙 Cryptocurrencies
14.86%
💵 Cash
12.5%
🛍️ Retail Trade
9.69%
🏥 Health Services
7.72%
💻 Electronic Technology
7.04%
💰 Finance
4.72%
💼 Commercial Services
4%
🛠️ Producer Manufacturing
1.19%
🍞 Consumer Non Durables
0.6%
💇‍♀️ Consumer Services
0.4%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.16%
🇺🇸 Nasdaq
32.97%
🌍 Digital Currency
14.86%
🇫🇷 Euronext Paris
1.54%

Countries Breakdown

Country
Total

🇺🇸 United States
66.28%
🇮🇱 Israel
2.25%
🇫🇷 France
1.54%
🇨🇳 China
0.94%
🇳🇱 Netherlands
0.84%
🇺🇾 Uruguay
0.81%

Dividends

Dividend Yield

0.98%

23 out of 37 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $SAN.PA (4.99%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MRK	0.31%	3.85%	$3.04
UNH	0.22%	2.81%	$7.74
HD	0.08%	2.26%	$8.52
SAN.PA	0.08%	4.99%	$3.76
DLR	0.06%	3.02%	$4.88
ZTS	0.05%	1.27%	$1.67
CRM	0.02%	0.68%	$0.4
LMT	0.02%	2.94%	$12.45
AAPL	0.02%	0.43%	$0.97
LLY	0.02%	0.79%	$4.86
AMGN	0.01%	3.31%	$8.76
AMAT	0.01%	1.1%	$1.44
SBUX	0.01%	2.8%	$2.24
PG	0.01%	2.62%	$3.83
MSFT	0.01%	0.66%	$3
QCOM	0.01%	2.23%	$3.25
V	0.01%	0.68%	$2.01
WMT	0.01%	0.95%	$0.81
BABA	0.01%	0.78%	$0.98
MA	0.01%	0.5%	$2.46
ASML	0.01%	0.82%	$5.57
NKE	0%	2.14%	$1.45
TXT	0%	0.1%	$0.08

Next Dividends

Stock	Type	Date	Pay Per Share
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
AMGN	Pay Day	Sep 12, 2025	$2.38
TXT	Ex-Dividend	Sep 12, 2025	$0.02
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
DLR	Ex-Dividend	Sep 15, 2025	$1.22
HD	Pay Day	Sep 18, 2025	$2.30
UNH	Pay Day	Sep 23, 2025	$2.21
QCOM	Pay Day	Sep 25, 2025	$0.89
LMT	Pay Day	Sep 26, 2025	$3.30
DLR	Pay Day	Sep 30, 2025	$1.22
NKE	Pay Day	Oct 1, 2025	$0.40
TXT	Pay Day	Oct 1, 2025	$0.02
MRK	Pay Day	Oct 7, 2025	$0.81
WMT	Ex-Dividend	Dec 12, 2025	$0.24
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 6.7/10

Beta

0.79

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

38.71

-2

Omega Ratio

1.46

1.5

2.5

Treynor Ratio

4.48

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

0.27

0.3

0.6

Beta

0.79

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

38.71

-2

Omega Ratio

1.46

1.5

2.5

Treynor Ratio

4.48

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

0.27

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.25

High:

PANW

119.7

Low:

CRWD

-345.31

Details

PEG Ratio

1,951.49

High:

AAPL

24,643.1

Low:

MSTR

2.34

Details

Price/Book

10.35

High:

68.45

Low:

SBUX

-12.9

Details

Price/Sales

4.17

High:

MSTR

219.14

Low:

UNH

0.66

Details

Price/CF

21.84

High:

MSTR

7,511.07

Low:

SAN.PA

9.02

Details