Portfolio of SvenBaldauf on eToro

SvenBaldauf

🇩🇪 Stock Income Investor.

5 copiers.

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

Summary

+4.62%

This Month

+6.71%

Year To Date

+20.7%

2 Years

-3.86%

5 Years

-18.88%

10 Years

-2.72%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.85%
💵 Cash
22.84%
🧬 Health Technology
11.37%
🧪 Process Industries
6.4%
💼 Commercial Services
3.8%
💻 Electronic Technology
3.37%
🚗 Consumer Durables
3.31%
💇‍♀️ Consumer Services
2.74%
🛠️ Producer Manufacturing
2.36%
🍞 Consumer Non Durables
2.35%
🚚 Transportation
1.96%
⛏️ Energy Minerals
1.9%
📡 Communications
1.58%
🛍️ Retail Trade
1.37%
🏭 Industrial Services
0.87%
⚡ Utilities
0.51%
❓ Other
0.44%
🪨 Non Energy Minerals
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.27%
🇺🇸 Nasdaq
16.03%
🇩🇪 FRA
1.5%
🇬🇧 LSE
1.02%
🇺🇸 Chicago Board Options Exchange
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
62.58%
🇲🇨 Monaco
1.96%
🇩🇪 Germany
1.5%
🇷🇺 Russia
1.02%
🇧🇲 Bermuda
0.76%

Dividends

Dividend Yield

3.4%

34 out of 42 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.87%	12.37%	$2.6
MNODL.L	0.35%	473.72%	-
STWD	0.24%	10.52%	$1.92
WD	0.2%	5.3%	$2.56
SVSTL.L	0.19%	2546.05%	-
OGZDL.L	0.18%	67.74%	-
EMN	0.16%	4.63%	$3.22
MAA	0.11%	4.8%	$5.81
CCI	0.11%	4.93%	$6.26
WPC	0.1%	4.96%	$3.67
VZ	0.09%	5.94%	$2.66
THO	0.08%	2.49%	$1.89
KDP	0.08%	3.47%	$0.86
AMT	0.08%	3.8%	$6.56
BAX	0.07%	1.91%	$1.16
ROSNL.L	0.06%	21.42%	-
LEA	0.06%	2.39%	$3.08
WLK	0.05%	1.86%	$2
LTC.US	0.05%	5.84%	$2.28
FIE.DE	0.04%	2.98%	$1
O	0.04%	4.98%	$3.09
STNG	0.04%	2.18%	$1.4
LKOD.L	0.02%	76.06%	-
PYPL	0.02%	0.55%	-
DIS	0.02%	1.41%	$0.75
DHR	0.02%	0.7%	$1.05
TECH	0.01%	0.54%	$0.32
CGNX	0.01%	0.6%	$0.3
ATO	0.01%	2.01%	$3.16
GLNG	0.01%	1.9%	$1
COST	0.01%	0.51%	$19.22
IRMD	0%	0.77%	$0.3
RNR	0%	0.52%	$1.54
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DHR	Pay Day	Apr 24, 2026	$0.40
AMT	Pay Day	Apr 28, 2026	$1.79
MAA	Pay Day	Apr 30, 2026	$1.53
O	Ex-Dividend	Apr 30, 2026	$0.27
NLY	Pay Day	Apr 30, 2026	$0.70
LTC.US	Pay Day	Apr 30, 2026	$0.19
VZ	Pay Day	May 1, 2026	$0.71
COST	Ex-Dividend	May 1, 2026	$1.47
COST	Pay Day	May 15, 2026	$1.47
O	Pay Day	May 15, 2026	$0.27
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 2.3/10

Beta

1.03

0.8

1.2

Sharpe Ratio

-0.16

-1

0.5

1.5

Sortino Ratio

-0.19

-1

Jensen's Alpha

-12.82

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.28

-1

0.75

1.25

Information Ratio

-1.05

-2

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Beta

1.03

0.8

1.2

Sharpe Ratio

-0.16

-1

0.5

1.5

Sortino Ratio

-0.19

-1

Jensen's Alpha

-12.82

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.28

-1

0.75

1.25

Information Ratio

-1.05

-2

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.92

High:

ORN

195.8

Low:

STOK

-245.52

Details

PEG Ratio

297.41

High:

WPC

3,366.62

Low:

STOK

-260.71

Details

Price/Book

7.52

High:

CELC

58.75

Low:

CCI

-23.6

Details

Price/Sales

5.93

High:

NVDA

22.86

Low:

CELC

Details

Price/CF

25.93

High:

IRMD

50.21

Low:

ATADL.L

0.14

Details

Price/FCF

45.64

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

P/E Ratio

31.92

High:

ORN

195.8

Low:

STOK

-245.52

Details

PEG Ratio

297.41

High:

WPC

3,366.62

Low:

STOK

-260.71

Details

Price/Book

7.52

High:

CELC

58.75

Low:

CCI

-23.6

Details

Worst Drawdowns

Depth	Start	End	Total months
-42.27%	Jan 2022	-	52
-39.33%	Nov 2018	Oct 2021	35
-3.41%	Nov 2021	Dec 2021	1

Monthly Performance

Portfolio of SvenBaldauf on eToro

SvenBaldauf

🇩🇪 Stock Income Investor.

5 copiers.

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

Summary

+4.62%

This Month

+6.71%

Year To Date

+20.7%

2 Years

-3.86%

5 Years

-18.88%

10 Years

-2.72%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.85%
💵 Cash
22.84%
🧬 Health Technology
11.37%
🧪 Process Industries
6.4%
💼 Commercial Services
3.8%
💻 Electronic Technology
3.37%
🚗 Consumer Durables
3.31%
💇‍♀️ Consumer Services
2.74%
🛠️ Producer Manufacturing
2.36%
🍞 Consumer Non Durables
2.35%
🚚 Transportation
1.96%
⛏️ Energy Minerals
1.9%
📡 Communications
1.58%
🛍️ Retail Trade
1.37%
🏭 Industrial Services
0.87%
⚡ Utilities
0.51%
❓ Other
0.44%
🪨 Non Energy Minerals
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.27%
🇺🇸 Nasdaq
16.03%
🇩🇪 FRA
1.5%
🇬🇧 LSE
1.02%
🇺🇸 Chicago Board Options Exchange
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
62.58%
🇲🇨 Monaco
1.96%
🇩🇪 Germany
1.5%
🇷🇺 Russia
1.02%
🇧🇲 Bermuda
0.76%

Dividends

Dividend Yield

3.4%

34 out of 42 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.87%	12.37%	$2.6
MNODL.L	0.35%	473.72%	-
STWD	0.24%	10.52%	$1.92
WD	0.2%	5.3%	$2.56
SVSTL.L	0.19%	2546.05%	-
OGZDL.L	0.18%	67.74%	-
EMN	0.16%	4.63%	$3.22
MAA	0.11%	4.8%	$5.81
CCI	0.11%	4.93%	$6.26
WPC	0.1%	4.96%	$3.67
VZ	0.09%	5.94%	$2.66
THO	0.08%	2.49%	$1.89
KDP	0.08%	3.47%	$0.86
AMT	0.08%	3.8%	$6.56
BAX	0.07%	1.91%	$1.16
ROSNL.L	0.06%	21.42%	-
LEA	0.06%	2.39%	$3.08
WLK	0.05%	1.86%	$2
LTC.US	0.05%	5.84%	$2.28
FIE.DE	0.04%	2.98%	$1
O	0.04%	4.98%	$3.09
STNG	0.04%	2.18%	$1.4
LKOD.L	0.02%	76.06%	-
PYPL	0.02%	0.55%	-
DIS	0.02%	1.41%	$0.75
DHR	0.02%	0.7%	$1.05
TECH	0.01%	0.54%	$0.32
CGNX	0.01%	0.6%	$0.3
ATO	0.01%	2.01%	$3.16
GLNG	0.01%	1.9%	$1
COST	0.01%	0.51%	$19.22
IRMD	0%	0.77%	$0.3
RNR	0%	0.52%	$1.54
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DHR	Pay Day	Apr 24, 2026	$0.40
AMT	Pay Day	Apr 28, 2026	$1.79
MAA	Pay Day	Apr 30, 2026	$1.53
O	Ex-Dividend	Apr 30, 2026	$0.27
NLY	Pay Day	Apr 30, 2026	$0.70
LTC.US	Pay Day	Apr 30, 2026	$0.19
VZ	Pay Day	May 1, 2026	$0.71
COST	Ex-Dividend	May 1, 2026	$1.47
COST	Pay Day	May 15, 2026	$1.47
O	Pay Day	May 15, 2026	$0.27
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 2.3/10

Beta

1.03

0.8

1.2

Sharpe Ratio

-0.16

-1

0.5

1.5

Sortino Ratio

-0.19

-1

Jensen's Alpha

-12.82

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.28

-1

0.75

1.25

Information Ratio

-1.05

-2

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Beta

1.03

0.8

1.2

Sharpe Ratio

-0.16

-1

0.5

1.5

Sortino Ratio

-0.19

-1

Jensen's Alpha

-12.82

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.28

-1

0.75

1.25

Information Ratio

-1.05

-2

0.3

0.6

Calmar Ratio

5.93

High:

NVDA

22.86

Low:

CELC

Details

Price/CF

25.93

High:

IRMD

50.21

Low:

ATADL.L

0.14

Details

Price/FCF

45.64

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.27%	Jan 2022	-	52
-39.33%	Nov 2018	Oct 2021	35
-3.41%	Nov 2021	Dec 2021	1