Portfolio of SvenBaldauf on eToro

SvenBaldauf

🇩🇪 Income Stock Investor.

6 copiers.

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

Summary

-0.32%

Today

+0.35%

This Month

-0.72%

Year To Date

+10.97%

2 Years

+8.72%

5 Years

-5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
22.56%
🧬 Health Technology
12.27%
💻 Electronic Technology
12.11%
💼 Commercial Services
7.5%
🧪 Process Industries
6.59%
🛠️ Producer Manufacturing
5.18%
💵 Cash
5.13%
🚚 Transportation
3.92%
💇‍♀️ Consumer Services
3.85%
⚡ Utilities
3.56%
⛏️ Energy Minerals
2.86%
🖥️ Technology Services
2.78%
🚗 Consumer Durables
2.66%
🍞 Consumer Non Durables
2.29%
📡 Communications
1.49%
🏭 Industrial Services
1.47%
🛍️ Retail Trade
0.8%
📦 Distribution Services
0.44%
🪨 Non Energy Minerals
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.38%
🇺🇸 Nasdaq
23.49%
🇬🇧 LSE
4.1%
🇩🇪 FRA
1.44%

Countries Breakdown

Country
Total

🇺🇸 United States
80.4%
🇲🇨 Monaco
3.92%
🇰🇷 South Korea
3.02%
🇲🇽 Mexico
1.86%
🇩🇪 Germany
1.44%
🇷🇺 Russia
1.08%
🇨🇦 Canada
0.69%

Dividends

Dividend Yield

3.81%

47 out of 61 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.79%	14.02%	$2.6
MNODL.L	0.36%	473.72%	-
AGNC	0.25%	15.92%	$1.44
OGZDL.L	0.2%	67.74%	-
SVSTL.L	0.2%	2546.05%	-
STWD	0.18%	9.6%	$1.92
STNG	0.16%	4.06%	$1.4
LEA	0.12%	3.52%	$3.08
EMN	0.12%	4.14%	$3.22
WPC	0.11%	5.67%	$3.67
WD	0.11%	3.89%	$2.56
CCI	0.11%	5.76%	$6.26
WLK	0.1%	2.91%	$2
VZ	0.09%	6.27%	$2.66
PLD	0.08%	3.63%	$3.66
LTC.US	0.07%	6.55%	$2.28
BAX	0.07%	2.64%	$1.16
SMSN.L	0.06%	2.13%	$23.68
ROSNL.L	0.06%	21.42%	-
THO	0.06%	2.31%	$1.89
MAA	0.05%	4.01%	$5.81
O	0.05%	5.69%	$3.09
XEL	0.05%	3.27%	$2.13
MMS	0.04%	1.71%	$1.18
CGNX	0.03%	1.03%	$0.3
MCD	0.03%	2.27%	$6.53
AMT	0.03%	3.08%	$6.56
FIE.DE	0.03%	2.06%	$1
KDP	0.03%	2.82%	$0.86
LKOD.L	0.02%	76.06%	-
TECH	0.02%	0.66%	$0.32
CME	0.02%	3.85%	$9.75
DHR	0.02%	0.61%	$1.05
FDP	0.01%	3.37%	$0.9
LNG	0.01%	0.79%	$1.7
ORA.US	0.01%	0.64%	$0.48
ATO	0.01%	2.24%	$3.16
PAYX	0.01%	2.53%	$3.65
FSS	0.01%	0.52%	$0.44
DIS	0.01%	0.88%	$0.75
KR	0.01%	1.95%	$1.16
EA	0.01%	0.51%	$0.76
AAPL	0.01%	0.5%	$0.97
EBAY	0.01%	1.44%	$1.04
ROL	0%	1.12%	$0.58
MCK	0%	0.4%	$2.48
HEI	0%	0.07%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
ATO	Pay Day	Jun 9, 2025	$0.87
CME	Ex-Dividend	Jun 9, 2025	$1.25
AGNC	Pay Day	Jun 10, 2025	$0.12
ROL	Pay Day	Jun 10, 2025	$0.16
EBAY	Pay Day	Jun 13, 2025	$0.29
XEL	Ex-Dividend	Jun 13, 2025	$0.57
EMN	Ex-Dividend	Jun 13, 2025	$0.83
AMT	Ex-Dividend	Jun 13, 2025	$1.70
CCI	Ex-Dividend	Jun 13, 2025	$1.06
O	Pay Day	Jun 13, 2025	$0.27
MCD	Pay Day	Jun 16, 2025	$1.77
STNG	Pay Day	Jun 16, 2025	$0.40
PLD	Ex-Dividend	Jun 17, 2025	$1.01
EA	Pay Day	Jun 18, 2025	$0.19
DIS	Ex-Dividend	Jun 24, 2025	$0.50
LEA	Pay Day	Jun 25, 2025	$0.77
CME	Pay Day	Jun 25, 2025	$1.25
KDP	Ex-Dividend	Jun 27, 2025	$0.23
DHR	Ex-Dividend	Jun 27, 2025	$0.32
CCI	Pay Day	Jun 30, 2025	$1.06
PLD	Pay Day	Jun 30, 2025	$1.01
NLY	Ex-Dividend	Jun 30, 2025	$0.70
MCK	Pay Day	Jul 1, 2025	$0.71
BAX	Pay Day	Jul 1, 2025	$0.17
EMN	Pay Day	Jul 8, 2025	$0.83
KDP	Pay Day	Jul 11, 2025	$0.23
AMT	Pay Day	Jul 11, 2025	$1.70
MAA	Ex-Dividend	Jul 15, 2025	$1.52
XEL	Pay Day	Jul 20, 2025	$0.57
DIS	Pay Day	Jul 23, 2025	$0.50
DHR	Pay Day	Jul 25, 2025	$0.32
MAA	Pay Day	Jul 31, 2025	$1.52
NLY	Pay Day	Jul 31, 2025	$0.70

Performance Metrics

Score 2.2/10

Beta

1.05

0.8

1.2

Sharpe Ratio

-0.22

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-14.08

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.39

-1

0.75

1.25

Information Ratio

-1.12

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

-0.22

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-14.08

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.39

-1

0.75

1.25

Information Ratio

-1.12

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.01

High:

LSCC

128.24

Low:

-1,168.24

Details

PEG Ratio

285.05

High:

MAA

4,323.03

Low:

-2,374.46

Details

Price/Book

3.83

High:

RYTM

215.8

Low:

MCD

-64.5

Details

Price/Sales

3.34

High:

RYTM

29.67

Low:

LEA

0.21

Details

Price/CF

14.53

High:

SHOP

71.97

Low:

ATADL.L

0.14

Details

Price/FCF

31.88

High:

CME

34,130.22

Low:

ATADL.L

0.53

Details

P/E Ratio

24.01

High:

LSCC

128.24

Low:

-1,168.24

Details

Worst Drawdowns

Depth	Start	End	Total months
-42.15%	Jan 2022	-	42
-39.35%	Nov 2018	Oct 2021	35
-3.41%	Nov 2021	Dec 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
22.56%
🧬 Health Technology
12.27%
💻 Electronic Technology
12.11%
💼 Commercial Services
7.5%
🧪 Process Industries
6.59%
🛠️ Producer Manufacturing
5.18%
💵 Cash
5.13%
🚚 Transportation
3.92%
💇‍♀️ Consumer Services
3.85%
⚡ Utilities
3.56%
⛏️ Energy Minerals
2.86%
🖥️ Technology Services
2.78%
🚗 Consumer Durables
2.66%
🍞 Consumer Non Durables
2.29%
📡 Communications
1.49%
🏭 Industrial Services
1.47%
🛍️ Retail Trade
0.8%
📦 Distribution Services
0.44%
🪨 Non Energy Minerals
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.38%
🇺🇸 Nasdaq
23.49%
🇬🇧 LSE
4.1%
🇩🇪 FRA
1.44%

Countries Breakdown

Country
Total

🇺🇸 United States
80.4%
🇲🇨 Monaco
3.92%
🇰🇷 South Korea
3.02%
🇲🇽 Mexico
1.86%
🇩🇪 Germany
1.44%
🇷🇺 Russia
1.08%
🇨🇦 Canada
0.69%

Dividends

Dividend Yield

3.81%

47 out of 61 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.79%	14.02%	$2.6
MNODL.L	0.36%	473.72%	-
AGNC	0.25%	15.92%	$1.44
OGZDL.L	0.2%	67.74%	-
SVSTL.L	0.2%	2546.05%	-
STWD	0.18%	9.6%	$1.92
STNG	0.16%	4.06%	$1.4
LEA	0.12%	3.52%	$3.08
EMN	0.12%	4.14%	$3.22
WPC	0.11%	5.67%	$3.67
WD	0.11%	3.89%	$2.56
CCI	0.11%	5.76%	$6.26
WLK	0.1%	2.91%	$2
VZ	0.09%	6.27%	$2.66
PLD	0.08%	3.63%	$3.66
LTC.US	0.07%	6.55%	$2.28
BAX	0.07%	2.64%	$1.16
SMSN.L	0.06%	2.13%	$23.68
ROSNL.L	0.06%	21.42%	-
THO	0.06%	2.31%	$1.89
MAA	0.05%	4.01%	$5.81
O	0.05%	5.69%	$3.09
XEL	0.05%	3.27%	$2.13
MMS	0.04%	1.71%	$1.18
CGNX	0.03%	1.03%	$0.3
MCD	0.03%	2.27%	$6.53
AMT	0.03%	3.08%	$6.56
FIE.DE	0.03%	2.06%	$1
KDP	0.03%	2.82%	$0.86
LKOD.L	0.02%	76.06%	-
TECH	0.02%	0.66%	$0.32
CME	0.02%	3.85%	$9.75
DHR	0.02%	0.61%	$1.05
FDP	0.01%	3.37%	$0.9
LNG	0.01%	0.79%	$1.7
ORA.US	0.01%	0.64%	$0.48
ATO	0.01%	2.24%	$3.16
PAYX	0.01%	2.53%	$3.65
FSS	0.01%	0.52%	$0.44
DIS	0.01%	0.88%	$0.75
KR	0.01%	1.95%	$1.16
EA	0.01%	0.51%	$0.76
AAPL	0.01%	0.5%	$0.97
EBAY	0.01%	1.44%	$1.04
ROL	0%	1.12%	$0.58
MCK	0%	0.4%	$2.48
HEI	0%	0.07%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
ATO	Pay Day	Jun 9, 2025	$0.87
CME	Ex-Dividend	Jun 9, 2025	$1.25
AGNC	Pay Day	Jun 10, 2025	$0.12
ROL	Pay Day	Jun 10, 2025	$0.16
EBAY	Pay Day	Jun 13, 2025	$0.29
XEL	Ex-Dividend	Jun 13, 2025	$0.57
EMN	Ex-Dividend	Jun 13, 2025	$0.83
AMT	Ex-Dividend	Jun 13, 2025	$1.70
CCI	Ex-Dividend	Jun 13, 2025	$1.06
O	Pay Day	Jun 13, 2025	$0.27
MCD	Pay Day	Jun 16, 2025	$1.77
STNG	Pay Day	Jun 16, 2025	$0.40
PLD	Ex-Dividend	Jun 17, 2025	$1.01
EA	Pay Day	Jun 18, 2025	$0.19
DIS	Ex-Dividend	Jun 24, 2025	$0.50
LEA	Pay Day	Jun 25, 2025	$0.77
CME	Pay Day	Jun 25, 2025	$1.25
KDP	Ex-Dividend	Jun 27, 2025	$0.23
DHR	Ex-Dividend	Jun 27, 2025	$0.32
CCI	Pay Day	Jun 30, 2025	$1.06
PLD	Pay Day	Jun 30, 2025	$1.01
NLY	Ex-Dividend	Jun 30, 2025	$0.70
MCK	Pay Day	Jul 1, 2025	$0.71
BAX	Pay Day	Jul 1, 2025	$0.17
EMN	Pay Day	Jul 8, 2025	$0.83
KDP	Pay Day	Jul 11, 2025	$0.23
AMT	Pay Day	Jul 11, 2025	$1.70
MAA	Ex-Dividend	Jul 15, 2025	$1.52
XEL	Pay Day	Jul 20, 2025	$0.57
DIS	Pay Day	Jul 23, 2025	$0.50
DHR	Pay Day	Jul 25, 2025	$0.32
MAA	Pay Day	Jul 31, 2025	$1.52
NLY	Pay Day	Jul 31, 2025	$0.70

Performance Metrics

Score 2.2/10

Beta

1.05

0.8

1.2

Sharpe Ratio

-0.22

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-14.08

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.39

-1

0.75

1.25

Information Ratio

-1.12

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

-0.22

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-14.08

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.39

-1

0.75

1.25

Information Ratio

-1.12

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.01

High:

LSCC

128.24

Low:

-1,168.24

Details

24.01

High:

LSCC

128.24

Low:

-1,168.24

Details

31.88

High:

CME

34,130.22

Low:

ATADL.L

0.53

Details

Depth

Start

End

Total months

-42.15%

Jan 2022

-39.35%

Nov 2018

Oct 2021

-3.41%

Nov 2021

Dec 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics