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

+1.54%

This Month

+4.13%

Year To Date

+8.99%

2 Years

-12.67%

5 Years

-20.85%

10 Years

-2.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
35.63%
🧬 Health Technology
13.33%
🧪 Process Industries
8.56%
💵 Cash
5.74%
🚗 Consumer Durables
4.7%
⛏️ Energy Minerals
4.44%
💻 Electronic Technology
4.29%
💼 Commercial Services
3.73%
🛠️ Producer Manufacturing
3.18%
⚡ Utilities
2.48%
📡 Communications
2%
🚚 Transportation
1.81%
🖥️ Technology Services
1.79%
📦 Distribution Services
1.54%
🪨 Non Energy Minerals
1.52%
💇‍♀️ Consumer Services
1.09%
🍞 Consumer Non Durables
0.96%
🏭 Industrial Services
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.25%
🇺🇸 Nasdaq
21.16%
🇩🇪 FRA
2.95%
🇬🇧 LSE
1.1%

Countries Breakdown

Country
Total

🇺🇸 United States
82.31%
🇩🇪 Germany
2.95%
🇧🇲 Bermuda
2.87%
🇲🇨 Monaco
1.4%
🇷🇺 Russia
1.1%
🇨🇦 Canada
0.42%
🇬🇷 Greece
0.41%

Dividends

Dividend Yield

4.82%

45 out of 54 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	1.12%	15.86%	$2.6
STWD	0.56%	15.75%	$1.92
WD	0.38%	8.11%	$2.56
MNODL.L	0.37%	473.72%	-
EMN	0.21%	5.31%	$3.22
SVSTL.L	0.2%	2546.05%	-
OGZDL.L	0.2%	67.74%	-
WLK	0.16%	3.39%	$2
MAA	0.14%	5.29%	$5.81
CCI	0.14%	5.24%	$6.26
WPC	0.14%	5.83%	$3.67
THO	0.13%	3.12%	$1.89
VZ	0.13%	6.36%	$2.66
O	0.11%	5.77%	$3.09
FIE.DE	0.11%	3.64%	$1
AMT	0.07%	3.84%	$6.56
ROSNL.L	0.06%	21.42%	-
LEA	0.06%	2.57%	$3.08
LTC.US	0.05%	5.32%	$2.28
AUGO	0.04%	2.67%	-
PYPL	0.04%	0.99%	-
OTTR	0.04%	2.51%	$1.81
DVN	0.03%	2.24%	$2.05
EQH	0.03%	2.11%	$0.9
STNG	0.03%	2.19%	$1.4
KDP	0.03%	2.68%	$0.86
OXY	0.03%	1.66%	$0.8
LKOD.L	0.02%	76.06%	-
SHIP	0.02%	5.74%	$0.1
ABBV	0.02%	2.41%	$6.06
MET.US	0.02%	2.29%	$2.11
ICE	0.02%	1.29%	$1.77
CGNX	0.02%	0.6%	$0.3
EGY	0.02%	4.01%	$0.25
DHR	0.02%	0.69%	$1.05
DIS	0.01%	1.35%	$0.75
MRX	0.01%	0.88%	-
MA	0.01%	0.57%	$2.46
NDSN	0.01%	1.04%	$2.72
LLY	0.01%	0.53%	$4.86
JPM	0.01%	1.83%	$4.4
MLR	0.01%	1.59%	$0.74
V	0.01%	0.66%	$2.01
BAX	0.01%	0.17%	$1.16
AAPL	0%	0.31%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
LTC.US	Ex-Dividend	Oct 22, 2026	$0.19
DHR	Pay Day	Oct 30, 2026	$0.40
MAA	Pay Day	Oct 30, 2026	$1.53
O	Ex-Dividend	Oct 30, 2026	$0.27
NLY	Pay Day	Oct 30, 2026	$0.70
JPM	Pay Day	Oct 31, 2026	$1.50
VZ	Pay Day	Nov 2, 2026	$0.71
EQH	Ex-Dividend	Nov 3, 2026	$0.30
MET.US	Ex-Dividend	Nov 4, 2026	$0.59
MA	Pay Day	Nov 9, 2026	$0.87
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
V	Ex-Dividend	Nov 11, 2026	$0.67
LLY	Ex-Dividend	Nov 14, 2026	$1.73
OTTR	Ex-Dividend	Nov 14, 2026	$0.58
ABBV	Pay Day	Nov 16, 2026	$1.73
STNG	Ex-Dividend	Nov 17, 2026	$0.45
AUGO	Ex-Dividend	Nov 18, 2026	$0.78
CGNX	Ex-Dividend	Nov 20, 2026	$0.09
WD	Ex-Dividend	Nov 20, 2026	$0.68
EGY	Ex-Dividend	Nov 21, 2026	$0.06
MRX	Ex-Dividend	Nov 24, 2026	$0.16
WLK	Ex-Dividend	Nov 25, 2026	$0.53
BAX	Ex-Dividend	Nov 28, 2026	$0.01
LEA	Ex-Dividend	Dec 2, 2026	$0.77
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
MLR	Ex-Dividend	Dec 8, 2026	$0.21
OXY	Ex-Dividend	Dec 10, 2026	$0.26
NDSN	Ex-Dividend	Dec 10, 2026	$0.82
DVN	Ex-Dividend	Dec 15, 2026	$0.32
EMN	Ex-Dividend	Dec 15, 2026	$0.84
CCI	Ex-Dividend	Dec 15, 2026	$1.06
ICE	Ex-Dividend	Dec 16, 2026	$0.52
SHIP	Ex-Dividend	Dec 25, 2026	$0.20
KDP	Ex-Dividend	Dec 28, 2026	$0.23
DIS	Ex-Dividend	Dec 30, 2026	$0.75
DHR	Ex-Dividend	Dec 30, 2026	$0.40
AMT	Ex-Dividend	Dec 30, 2026	$1.79
NLY	Ex-Dividend	Dec 30, 2026	$0.70
WPC	Ex-Dividend	Dec 30, 2026	$0.93
STWD	Ex-Dividend	Dec 30, 2026	$0.48
THO	Ex-Dividend	Jan 1, 2027	$0.52
JPM	Ex-Dividend	Jan 6, 2027	$1.50
VZ	Ex-Dividend	Jan 9, 2027	$0.71
MA	Ex-Dividend	Jan 9, 2027	$0.87
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
MAA	Ex-Dividend	Jan 15, 2027	$1.53
FIE.DE	Ex-Dividend	Jul 10, 2027	$1.33
OGZDL.L	Ex-Dividend	Jul 14, 2027	$0.00

Performance Metrics

Score 2.3/10

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.92

High:

HNRG

673.91

Low:

EQH

-16.31

Details

PEG Ratio

0.72

High:

HNRG

6.7

Low:

SVSTL.L

Details

Price/Book

8.36

High:

88.35

Low:

ABBV

-86.07

Details

Price/Sales

6.08

High:

15.77

Low:

LEA

0.26

Details

Price/CF

18.55

High:

CGNX

41.66

Low:

ATADL.L

0.14

Details

Price/FCF

29.01

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

P/E Ratio

29.92

High:

HNRG

673.91

Low:

EQH

-16.31

Details

PEG Ratio

0.72

High:

HNRG

6.7

Low:

SVSTL.L

Details

Price/Book

8.36

High:

88.35

Low:

ABBV

-86.07

Details

Price/Sales

6.08

High:

15.77

Low:

LEA

0.26

Details

Price/CF

18.55

High:

CGNX

41.66

Low:

ATADL.L

0.14

Details

Price/FCF

29.01

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.27%	Jan 2022	-	58
-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

+1.54%

This Month

+4.13%

Year To Date

+8.99%

2 Years

-12.67%

5 Years

-20.85%

10 Years

-2.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
35.63%
🧬 Health Technology
13.33%
🧪 Process Industries
8.56%
💵 Cash
5.74%
🚗 Consumer Durables
4.7%
⛏️ Energy Minerals
4.44%
💻 Electronic Technology
4.29%
💼 Commercial Services
3.73%
🛠️ Producer Manufacturing
3.18%
⚡ Utilities
2.48%
📡 Communications
2%
🚚 Transportation
1.81%
🖥️ Technology Services
1.79%
📦 Distribution Services
1.54%
🪨 Non Energy Minerals
1.52%
💇‍♀️ Consumer Services
1.09%
🍞 Consumer Non Durables
0.96%
🏭 Industrial Services
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.25%
🇺🇸 Nasdaq
21.16%
🇩🇪 FRA
2.95%
🇬🇧 LSE
1.1%

Countries Breakdown

Country
Total

🇺🇸 United States
82.31%
🇩🇪 Germany
2.95%
🇧🇲 Bermuda
2.87%
🇲🇨 Monaco
1.4%
🇷🇺 Russia
1.1%
🇨🇦 Canada
0.42%
🇬🇷 Greece
0.41%

Dividends

Dividend Yield

4.82%

45 out of 54 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	1.12%	15.86%	$2.6
STWD	0.56%	15.75%	$1.92
WD	0.38%	8.11%	$2.56
MNODL.L	0.37%	473.72%	-
EMN	0.21%	5.31%	$3.22
SVSTL.L	0.2%	2546.05%	-
OGZDL.L	0.2%	67.74%	-
WLK	0.16%	3.39%	$2
MAA	0.14%	5.29%	$5.81
CCI	0.14%	5.24%	$6.26
WPC	0.14%	5.83%	$3.67
THO	0.13%	3.12%	$1.89
VZ	0.13%	6.36%	$2.66
O	0.11%	5.77%	$3.09
FIE.DE	0.11%	3.64%	$1
AMT	0.07%	3.84%	$6.56
ROSNL.L	0.06%	21.42%	-
LEA	0.06%	2.57%	$3.08
LTC.US	0.05%	5.32%	$2.28
AUGO	0.04%	2.67%	-
PYPL	0.04%	0.99%	-
OTTR	0.04%	2.51%	$1.81
DVN	0.03%	2.24%	$2.05
EQH	0.03%	2.11%	$0.9
STNG	0.03%	2.19%	$1.4
KDP	0.03%	2.68%	$0.86
OXY	0.03%	1.66%	$0.8
LKOD.L	0.02%	76.06%	-
SHIP	0.02%	5.74%	$0.1
ABBV	0.02%	2.41%	$6.06
MET.US	0.02%	2.29%	$2.11
ICE	0.02%	1.29%	$1.77
CGNX	0.02%	0.6%	$0.3
EGY	0.02%	4.01%	$0.25
DHR	0.02%	0.69%	$1.05
DIS	0.01%	1.35%	$0.75
MRX	0.01%	0.88%	-
MA	0.01%	0.57%	$2.46
NDSN	0.01%	1.04%	$2.72
LLY	0.01%	0.53%	$4.86
JPM	0.01%	1.83%	$4.4
MLR	0.01%	1.59%	$0.74
V	0.01%	0.66%	$2.01
BAX	0.01%	0.17%	$1.16
AAPL	0%	0.31%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
LTC.US	Ex-Dividend	Oct 22, 2026	$0.19
DHR	Pay Day	Oct 30, 2026	$0.40
MAA	Pay Day	Oct 30, 2026	$1.53
O	Ex-Dividend	Oct 30, 2026	$0.27
NLY	Pay Day	Oct 30, 2026	$0.70
JPM	Pay Day	Oct 31, 2026	$1.50
VZ	Pay Day	Nov 2, 2026	$0.71
EQH	Ex-Dividend	Nov 3, 2026	$0.30
MET.US	Ex-Dividend	Nov 4, 2026	$0.59
MA	Pay Day	Nov 9, 2026	$0.87
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
V	Ex-Dividend	Nov 11, 2026	$0.67
LLY	Ex-Dividend	Nov 14, 2026	$1.73
OTTR	Ex-Dividend	Nov 14, 2026	$0.58
ABBV	Pay Day	Nov 16, 2026	$1.73
STNG	Ex-Dividend	Nov 17, 2026	$0.45
AUGO	Ex-Dividend	Nov 18, 2026	$0.78
CGNX	Ex-Dividend	Nov 20, 2026	$0.09
WD	Ex-Dividend	Nov 20, 2026	$0.68
EGY	Ex-Dividend	Nov 21, 2026	$0.06
MRX	Ex-Dividend	Nov 24, 2026	$0.16
WLK	Ex-Dividend	Nov 25, 2026	$0.53
BAX	Ex-Dividend	Nov 28, 2026	$0.01
LEA	Ex-Dividend	Dec 2, 2026	$0.77
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
MLR	Ex-Dividend	Dec 8, 2026	$0.21
OXY	Ex-Dividend	Dec 10, 2026	$0.26
NDSN	Ex-Dividend	Dec 10, 2026	$0.82
DVN	Ex-Dividend	Dec 15, 2026	$0.32
EMN	Ex-Dividend	Dec 15, 2026	$0.84
CCI	Ex-Dividend	Dec 15, 2026	$1.06
ICE	Ex-Dividend	Dec 16, 2026	$0.52
SHIP	Ex-Dividend	Dec 25, 2026	$0.20
KDP	Ex-Dividend	Dec 28, 2026	$0.23
DIS	Ex-Dividend	Dec 30, 2026	$0.75
DHR	Ex-Dividend	Dec 30, 2026	$0.40
AMT	Ex-Dividend	Dec 30, 2026	$1.79
NLY	Ex-Dividend	Dec 30, 2026	$0.70
WPC	Ex-Dividend	Dec 30, 2026	$0.93
STWD	Ex-Dividend	Dec 30, 2026	$0.48
THO	Ex-Dividend	Jan 1, 2027	$0.52
JPM	Ex-Dividend	Jan 6, 2027	$1.50
VZ	Ex-Dividend	Jan 9, 2027	$0.71
MA	Ex-Dividend	Jan 9, 2027	$0.87
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
MAA	Ex-Dividend	Jan 15, 2027	$1.53
FIE.DE	Ex-Dividend	Jul 10, 2027	$1.33
OGZDL.L	Ex-Dividend	Jul 14, 2027	$0.00

Performance Metrics

Score 2.3/10

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.92

High:

HNRG

673.91

Low:

EQH

-16.31

Details

PEG Ratio

0.72

High:

HNRG

6.7

Low:

SVSTL.L

Details

Price/Book

8.36

High:

88.35

Low:

ABBV

-86.07

Details

Price/Sales

6.08

High:

15.77

Low:

LEA

0.26

Details

Price/CF

18.55

High:

CGNX

41.66

Low:

ATADL.L

0.14

Details

Price/FCF

29.01

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

P/E Ratio

29.92

High:

HNRG

673.91

Low:

EQH

-16.31

Details

PEG Ratio

0.72

High:

HNRG

6.7

Low:

SVSTL.L

Details

Price/Book

8.36

High:

88.35

Low:

ABBV

-86.07

Details

Price/Sales

6.08

High:

15.77

Low:

LEA

0.26

Details

Price/CF

18.55

High:

CGNX

41.66

Low:

ATADL.L

0.14

Details

Price/FCF

29.01

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.27%	Jan 2022	-	58
-39.33%	Nov 2018	Oct 2021	35
-3.41%	Nov 2021	Dec 2021	1