Portfolio of U-optimize on eToro

U-optimize

🇱🇻 Long/Short Stock Smart Portfolio.

289 copiers.

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

Summary

Today

-1.35%

This Month

-3.21%

Year To Date

+5.23%

2 Years

+55.69%

5 Years

+7.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
21.4%
💻 Electronic Technology
15.87%
🖥️ Technology Services
15.36%
🧬 Health Technology
14.29%
⛏️ Energy Minerals
8.64%
💼 Commercial Services
6.85%
💵 Cash
3.67%
⚡ Utilities
2.95%
🛠️ Producer Manufacturing
2.95%
🍞 Consumer Non Durables
2.67%
💇‍♀️ Consumer Services
2.6%
🧪 Process Industries
2.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
57.13%
🇺🇸 Nasdaq
38.74%

Countries Breakdown

Country
Total

🇺🇸 United States
90.17%
🇮🇪 Ireland
2.9%
🇧🇲 Bermuda
2.8%

Dividends

Dividend Yield

1.7%

30 out of 40 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EXR	0.15%	4.59%	$6.48
APA	0.11%	6.21%	$1
MRK	0.11%	4.05%	$3.04
FMC	0.11%	6.13%	$2.32
PFE	0.11%	7.63%	$1.66
WY	0.11%	3.14%	$0.78
JNJ	0.09%	3.19%	$4.81
BAX	0.08%	3.18%	$1.16
BX	0.08%	3.11%	$3.36
COP	0.07%	3.51%	$3.25
BF-B	0.07%	2.63%	$0.86
QCOM	0.06%	2.49%	$3.25
NTAP	0.06%	2.52%	$2.02
TEL.US	0.06%	2.06%	$3.9
MAS	0.06%	1.92%	$1.15
DFS	0.05%	1.75%	$2.8
OXY	0.04%	2.27%	$0.8
NDAQ	0.04%	1.33%	$0.9
AVGO	0.04%	1.31%	$19.7
EQT	0.04%	1.24%	$0.62
EFX	0.02%	0.71%	$1.56
RCL	0.02%	0.88%	-
VST	0.02%	0.76%	$0.85
AJG	0.02%	0.74%	$2.3
PAYC	0.02%	0.69%	$1.5
DHR	0.02%	0.6%	$1.05
ALB	0.02%	3.05%	$1.6
MKTX	0.01%	1.32%	$2.92
GOOGL	0.01%	0.53%	$0.2
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
APA	Ex-Dividend	Apr 22, 2025	$0.25
NTAP	Pay Day	Apr 23, 2025	$0.52
DHR	Pay Day	Apr 25, 2025	$0.32
EQT	Ex-Dividend	May 7, 2025	$0.16
APA	Pay Day	May 22, 2025	$0.25
JNJ	Ex-Dividend	May 27, 2025	$1.30
EQT	Pay Day	Jun 2, 2025	$0.16
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
JNJ	Pay Day	Jun 10, 2025	$1.30
QCOM	Pay Day	Jun 26, 2025	$0.89

Performance Metrics

Score 4.4/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-0.43

-2

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-0.43

-2

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.41

High:

CSGP

234.48

Low:

VRTX

-222.15

Details

PEG Ratio

127.67

High:

MKTX

507.11

Low:

MRK

0.25

Details

Price/Book

7.04

High:

NVDA

31.32

Low:

MAS

-46.57

Details

Price/Sales

6.64

High:

NVDA

19.21

Low:

APA

0.61

Details

Price/CF

23.66

High:

TTWO

18,296.3

Low:

APA

2.35

Details

Price/FCF

41.29

High:

PFE

468.42

Low:

ACGL

5.37

Details