Effective portfolio of Varvier on eToro

Loading...

Varvier

🇫🇷 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+0.41%

Today

+2.58%

This Month

+11.29%

Year To Date

+30.72%

2 Years

+77.29%

5 Years

+13.61%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.86%
💻 Electronic Technology
12.13%
🖥️ Technology Services
10.84%
⛏️ Energy Minerals
9.12%
🧬 Health Technology
6.47%
💇‍♀️ Consumer Services
5.48%
🛠️ Producer Manufacturing
4.3%
🛍️ Retail Trade
4.08%
🍞 Consumer Non Durables
3.83%
🚚 Transportation
3.17%
💵 Cash
2.73%
🚗 Consumer Durables
2.71%
🏭 Industrial Services
2.52%
⚡ Utilities
1.29%
🪨 Non Energy Minerals
1.28%
🧪 Process Industries
1.28%
📡 Communications
1.22%
📊 ETFs
1.08%
💼 Commercial Services
0.89%
🪙 Cryptocurrencies
0.71%
📦 Distribution Services
0.68%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
47.54%
🇺🇸 Nasdaq
23.77%
🇫🇷 Euronext Paris
10.88%
🇩🇪 FRA
4.6%
🇬🇧 LSE
3.97%
🇨🇭 SIX
2.59%
🇳🇱 Euronext Amsterdam
1.61%
🇭🇰 Hong Kong Exchanges
1.07%
🌍 Digital Currency
0.71%
🇮🇹 Borsa Italiana
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
64%
🇫🇷 France
10.33%
🇩🇪 Germany
4.6%
🇬🇧 United Kingdom
4.16%
🇨🇭 Switzerland
3.66%
🇳🇱 Netherlands
2.78%
🇨🇦 Canada
2.52%
🇨🇳 China
1.07%
🇮🇹 Italy
0.87%
🇫🇮 Finland
0.69%
🇺🇾 Uruguay
0.44%

Dividends

Dividend Yield

2.01%

90 out of 115 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $PAGP (9.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PAGP	0.14%	9.3%	$1.17
CS.PA	0.1%	5.13%	$1.98
INGA.NV	0.09%	5.35%	$1.11
TTE.PA	0.07%	6.05%	$3.06
SLHN.ZU	0.06%	4.18%	$33
ENB	0.06%	5.71%	$2.66
MO	0.06%	6.86%	$3.92
ZURN.ZU	0.05%	4.98%	$26
SU	0.05%	4.01%	$1.59
RUI.PA	0.05%	7.11%	$1.98
SHEL	0.05%	3.95%	$2.7
OXY	0.05%	2.11%	$0.8
BMW.DE	0.05%	4.96%	$6
SGO.PA	0.05%	2.17%	$2.1
XOM	0.04%	3.61%	$3.76
LI.PA	0.04%	5.6%	$1.8
PSX	0.04%	3.73%	$4.3
WFC	0.04%	1.94%	$1.4
CVX	0.04%	4.45%	$6.28
ABBV	0.04%	3.46%	$6.06
NEE	0.04%	2.79%	$1.97
T	0.03%	4.05%	$1.11
BARC.L	0.03%	2.4%	$0.08
VICI	0.03%	5.17%	$1.66
MC.PA	0.03%	2.73%	$13
C	0.03%	2.43%	$2.12
SIE.DE	0.03%	2.3%	$4.7
NVS	0.03%	2.81%	$3.2
JNJ	0.03%	3.03%	$4.81
MCD	0.03%	2.33%	$6.53
BAC	0.03%	2.18%	$0.96
ARES	0.03%	2.3%	$3.4
VZ	0.03%	6.31%	$2.66
VOW3.DE	0.03%	6.73%	$9.06
SAN.PA	0.02%	4.67%	$3.76
BLK	0.02%	1.87%	$20.2
AMT	0.02%	2.86%	$6.56
PFE	0.02%	6.8%	$1.66
HD	0.02%	2.45%	$8.52
PAH3.DE	0.02%	5.36%	$2.56
AI.PA	0.02%	1.91%	$2.91
PRU.L	0.02%	1.89%	$0.28
GLW	0.02%	2.07%	$1.12
RCL	0.02%	0.7%	-
CRH.L	0.02%	1.57%	$1.61
NOK	0.02%	2.29%	$0.1
RL	0.01%	1.18%	$3.08
STAN.L	0.01%	2.17%	$0.22
ODFL	0.01%	0.65%	$0.92
AXP	0.01%	1%	$2.6
JUN3.DE	0.01%	2.4%	$0.75
ADM	0.01%	3.65%	$1.9
MSFT	0.01%	0.66%	$3
DAL	0.01%	1.15%	$0.3
LHA.DE	0.01%	3.99%	$0.3
AAPL	0.01%	0.47%	$0.97
DSY.PA	0.01%	0.81%	$0.23
AIR.PA	0.01%	1.09%	$1.8
COST	0.01%	0.52%	$19.22
KGX.DE	0.01%	1.57%	$0.7
ASML	0.01%	0.86%	$5.57
EA	0%	0.48%	$0.76
RACE	0%	0.64%	$2.64
CRM	0%	0.62%	$0.4
VOO	0%	1.29%	-
BNP.PA	0%	6.14%	$4.6
META	0%	0.29%	$1
XLE	0%	3.5%	-
IFX.DE	0%	0.96%	$0.35
GM	0%	1.1%	$0.42
KO	0%	2.89%	$1.89
PEP	0%	3.76%	$5.15
ADS.DE	0%	1%	$0.7
BAER.ZU	0%	4.61%	$2.6
CPR.MI	0%	1.01%	$0.07
REGN	0%	0.31%	-
MU	0%	0.42%	$0.46
IWM	0%	1.2%	-
PG	0%	2.61%	$3.83
QQQ	0%	0.58%	-
XLB	0%	1.96%	-
XLF	0%	1.4%	-
KGC	0%	0.71%	$0.12
NVDA	0%	0.02%	$0.02
DIA.US	0%	1.52%	-
XLY	0%	0.83%	-
AM.PA	0%	1.77%	$3.37
XLC	0%	1.02%	-
WMT	0%	0.98%	$0.81
AGI	0%	0.37%	$0.1

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Jul 25, 2025	$0.43
ASML	Ex-Dividend	Jul 29, 2025	$1.86
PAGP	Ex-Dividend	Jul 31, 2025	$0.38
DAL	Ex-Dividend	Jul 31, 2025	$0.19
T	Pay Day	Aug 1, 2025	$0.28
VZ	Pay Day	Aug 1, 2025	$0.68
COST	Ex-Dividend	Aug 1, 2025	$1.30
C	Ex-Dividend	Aug 4, 2025	$0.60
ASML	Pay Day	Aug 6, 2025	$1.86
AXP	Pay Day	Aug 8, 2025	$0.82
PAGP	Pay Day	Aug 14, 2025	$0.38
PG	Pay Day	Aug 15, 2025	$1.06
WMT	Ex-Dividend	Aug 15, 2025	$0.24
ABBV	Pay Day	Aug 15, 2025	$1.64
COST	Pay Day	Aug 15, 2025	$1.30
ENB	Ex-Dividend	Aug 15, 2025	$0.68
PSX	Ex-Dividend	Aug 19, 2025	$1.20
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
DAL	Pay Day	Aug 21, 2025	$0.19
C	Pay Day	Aug 22, 2025	$0.60
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
GLW	Ex-Dividend	Aug 29, 2025	$0.28
ENB	Pay Day	Sep 1, 2025	$0.68
MCD	Ex-Dividend	Sep 2, 2025	$1.77
PFE	Pay Day	Sep 2, 2025	$0.43
WMT	Pay Day	Sep 2, 2025	$0.24
PSX	Pay Day	Sep 2, 2025	$1.20
GM	Ex-Dividend	Sep 5, 2025	$0.15
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
KO	Ex-Dividend	Sep 15, 2025	$0.51
MCD	Pay Day	Sep 16, 2025	$1.77
GM	Pay Day	Sep 18, 2025	$0.15
GLW	Pay Day	Sep 29, 2025	$0.28
KO	Pay Day	Oct 1, 2025	$0.51
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97

Performance Metrics

Score 4.3/10

Beta

0.78

0.78

0

0.8

1.2

0

2

Sharpe Ratio

0.65

0.65

0

0.5

1

1.5

1.5

Sortino Ratio

1.08

1.08

0

1

2

3

3

Jensen's Alpha

-2.32

-2.32

-3

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

1.04

1.04

0

0.75

1.25

2

2

Information Ratio

-0.7

-0.7

-1

0.3

0.6

1

1

Calmar Ratio

0.59

0.59

0

0.3

0.6

1

1

Beta

0.78

0.78

0

0.8

1.2

0

2

Sharpe Ratio

0.65

0.65

0

0.5

1

1.5

1.5

Sortino Ratio

1.08

1.08

0

1

2

3

3

Jensen's Alpha

-2.32

-2.32

-3

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

1.04

1.04

0

0.75

1.25

2

2

Information Ratio

-0.7

-0.7

-1

0.3

0.6

1

1

Calmar Ratio

0.59

0.59

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.76

High:

PLTR

650.96

Low:

VRTX

-119.85

Details

PEG Ratio

198.04

High:

CRH.L

1,557.9

Low:

PFE

0.66

Details

Price/Book

5.69

High:

ABBV

232.74

Low:

MCD

-61.93

Details

Price/Sales

4.9

High:

PLTR

122.17

Low:

PAGP

0.08

Details

Price/CF

20.78

High:

KO

233.26

Low:

STAN.L

0.98

Details

Price/FCF

40.16

High:

PEP

5,253.35

Low:

STAN.L

1.01

Details

P/E Ratio

29.76

High:

PLTR

650.96

Low:

VRTX

-119.85

Details

PEG Ratio

198.04

High:

CRH.L

1,557.9

Low:

PFE

0.66

Details

Price/Book

5.69

High:

ABBV

232.74

Low:

MCD

-61.93

Details

Price/Sales

4.9

High:

PLTR

122.17

Low:

PAGP

0.08

Details

Price/CF

20.78

High:

KO

233.26

Low:

STAN.L

0.98

Details

Price/FCF

40.16

High:

PEP

5,253.35

Low:

STAN.L

1.01

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-20.07%	Nov 2021	Jul 2023	20
-9.78%	Aug 2023	Dec 2023	4
-7.94%	Sep 2020	Nov 2020	2
-5.21%	Mar 2025	Jun 2025	3
-4.28%	Apr 2024	Jun 2024	2
-3.57%	Dec 2024	Jan 2025	1
-3.19%	Jul 2021	Oct 2021	3

Monthly Performance