Effective portfolio of Venkiram on eToro

Loading...

Venkiram

🇦🇺 Stock and Crypto 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

-0.01%

Today

+5.66%

This Month

+12.84%

Year To Date

+67.56%

2 Years

+34.27%

5 Years

+7.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
23.54%
💻 Electronic Technology
20.14%
🚗 Consumer Durables
17.27%
🖥️ Technology Services
15.03%
💰 Finance
6.23%
🛍️ Retail Trade
6.19%
📊 ETFs
6.11%
🛠️ Producer Manufacturing
1.54%
💼 Commercial Services
0.64%
🚚 Transportation
0.43%
💇‍♀️ Consumer Services
0.35%
🍞 Consumer Non Durables
0.28%
⛏️ Energy Minerals
0.22%
⚡ Utilities
0.04%
🏥 Health Services
0.04%
💵 Cash
0.03%
🧬 Health Technology
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
55.02%
🌍 Digital Currency
23.54%
🇺🇸 NYSE
16.62%
🇫🇷 Euronext Paris
1.61%
🇭🇰 Hong Kong Exchanges
0.55%
🇩🇪 FRA
0.21%
🇬🇧 LSE
0.2%
🇮🇹 Borsa Italiana
0.14%
🇳🇱 Euronext Amsterdam
0.09%
🇪🇸 Bolsa De Madrid
0.07%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
61.96%
🇹🇼 Taiwan
1.69%
🇫🇷 France
1.61%
🇨🇳 China
1.02%
🇸🇬 Singapore
0.42%
🇬🇧 United Kingdom
0.28%
🇩🇪 Germany
0.21%
🇳🇱 Netherlands
0.17%
🇮🇪 Ireland
0.17%
🇯🇵 Japan
0.15%
🇺🇾 Uruguay
0.14%
🇮🇹 Italy
0.14%
🇨🇦 Canada
0.13%
🇮🇳 India
0.09%
🇪🇸 Spain
0.07%
🇰🇷 South Korea
0.06%
🇨🇭 Switzerland
0.05%
🇮🇱 Israel
0.03%
🇷🇺 Russia
0%
🇨🇾 Cyprus
0%

Dividends

Dividend Yield

0.29%

101 out of 187 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $OGZDL.L (67.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LMT	0.03%	3.14%	$12.45
MSFT	0.03%	0.66%	$3
ALO.PA	0.02%	1.56%	$0.24
V	0.02%	0.65%	$2.01
TSM	0.02%	0.97%	$1.74
VGT	0.01%	0.52%	-
VUG	0.01%	0.47%	-
BAC	0.01%	2.17%	$0.96
CVX	0.01%	4.45%	$6.28
KO	0.01%	2.9%	$1.89
AXP	0%	1%	$2.6
VOOG	0%	0.54%	-
C	0%	2.42%	$2.12
SMH	0%	0.45%	-
0939.HK	0%	5.27%	$0.43
ISP.MI	0%	6.94%	$0.3
KHC	0%	5.6%	$1.6
QCOM	0%	2.21%	$3.25
NVDA	0%	0.02%	$0.02
BNP.PA	0%	6.22%	$4.6
1288.HK	0%	5%	$0.25
GOOG	0%	0.42%	$0.2
1398.HK	0%	5.54%	$0.33
3328.HK	0%	5.66%	$0.4
WU	0%	11.08%	$0.94
3968.HK	0%	4.26%	$2.13
3988.HK	0%	5.62%	$0.26
AAPL	0%	0.47%	$0.97
GS	0%	1.85%	$11
OGZDL.L	0%	67.74%	-
JPM	0%	1.82%	$4.4
INGA.NV	0%	5.43%	$1.11
UCG.MI	0%	4.13%	$1.8
MA	0%	0.53%	$2.46
TFC	0%	4.62%	$2.08
INTC	0%	2.16%	$0.5
JOYY	0%	1.75%	$0.71
BABA	0%	0.85%	$0.98
OXY	0%	2.11%	$0.8
SHG	0%	2.66%	$1.23
1988.HK	0%	4.12%	$0.22
SAN.MC	0%	2.36%	$0.14
GLE.PA	0%	2.21%	$0.9
NEXI.MI	0%	4.89%	-
BMO	0%	4.01%	$4.4
NTES	0%	1.98%	$2.58
USB	0%	4.31%	$1.94
CBK.DE	0%	2.26%	$0.35
IAG.L	0%	1.93%	-
DBK.DE	0%	2.63%	$0.45
VIPS	0%	2.85%	$0.41
BARC.L	0%	2.41%	$0.08
RY	0%	3.22%	$4.03
EDEN.PA	0%	4.59%	$1.1
MUFG	0%	2.56%	$0.23
AVGO	0%	0.82%	$19.7
IYW	0%	0.21%	-
WFC	0%	1.95%	$1.4
PNC	0%	3.28%	$6.2
JD.US	0%	2.91%	$0.74
MU	0%	0.42%	$0.46
META	0%	0.29%	$1
SMFG	0%	2.2%	$0.29
HD	0%	2.47%	$8.52
SIRI	0%	4.55%	$0.1
AMAT	0%	0.92%	$1.44
ORCL	0%	0.76%	$1.6
FIS	0%	1.88%	$1.76
GOOGL	0%	0.42%	$0.2
EBAY	0%	1.38%	$1.04
0700.HK	0%	0.86%	$3.4
CB	0%	1.33%	$3.49
ASML	0%	0.87%	$5.57
MCO	0%	0.72%	$3.24
CIBR	0%	0.23%	-
CRM	0%	0.62%	$0.4
GE	0%	0.49%	$0.44
BFH	0%	1.34%	$0.84
KR	0%	1.8%	$1.16
HDB	0%	0.85%	$0.6
GPN	0%	1.2%	$1
WMT	0%	0.98%	$0.81
RR.L	0%	0.61%	-
JKHY	0%	1.26%	$2.14
PRGS	0%	1.45%	$0.7
STZ	0%	2.34%	$3.68
BKNG	0%	0.64%	$17.5
EA	0%	0.48%	$0.76
ALLY	0%	3.07%	$1.2
3888.HK	0%	0.45%	$0.14
SONY	0%	0.41%	$0.49
VRT	0%	0.11%	$0.06
TCOM.CH	0%	0.44%	-
EXPE	0%	0.42%	-
WDC	0%	0.15%	-
COF	0%	1.1%	$2.4
DPZ	0%	1.36%	$5.44
AON	0%	0.8%	$2.52
VRSN	0%	0.27%	-
SDZNY	0%	-0.69%	$-0.3
PRX.NV	0%	-0.4%	$-0.07

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Jul 24, 2025	$0.50
RY	Ex-Dividend	Jul 24, 2025	$1.11
GE	Pay Day	Jul 25, 2025	$0.36
ASML	Ex-Dividend	Jul 29, 2025	$1.86
STZ	Ex-Dividend	Jul 30, 2025	$1.02
BMO	Ex-Dividend	Jul 30, 2025	$1.18
3968.HK	Pay Day	Jul 30, 2025	$0.28
JPM	Pay Day	Jul 31, 2025	$1.40
ALLY	Ex-Dividend	Aug 1, 2025	$0.30
AON	Ex-Dividend	Aug 1, 2025	$0.74
C	Ex-Dividend	Aug 4, 2025	$0.60
PNC	Pay Day	Aug 5, 2025	$1.70
ASML	Pay Day	Aug 6, 2025	$1.86
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
STZ	Pay Day	Aug 14, 2025	$1.02
WMT	Ex-Dividend	Aug 15, 2025	$0.24
KR	Ex-Dividend	Aug 15, 2025	$0.35
ALLY	Pay Day	Aug 15, 2025	$0.30
AON	Pay Day	Aug 15, 2025	$0.74
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
C	Pay Day	Aug 22, 2025	$0.60
RY	Pay Day	Aug 22, 2025	$1.11
BMO	Pay Day	Aug 26, 2025	$1.18
GS	Ex-Dividend	Aug 29, 2025	$4.00
KR	Pay Day	Sep 1, 2025	$0.35
WMT	Pay Day	Sep 2, 2025	$0.24
LMT	Ex-Dividend	Sep 2, 2025	$3.30
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
KO	Ex-Dividend	Sep 15, 2025	$0.51
DPZ	Ex-Dividend	Sep 15, 2025	$1.74
TSM	Ex-Dividend	Sep 16, 2025	$0.82
QCOM	Pay Day	Sep 25, 2025	$0.89
LMT	Pay Day	Sep 26, 2025	$3.30
GS	Pay Day	Sep 29, 2025	$4.00
DPZ	Pay Day	Sep 30, 2025	$1.74
KO	Pay Day	Oct 1, 2025	$0.51
TSM	Pay Day	Oct 9, 2025	$0.82
SMH	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 3/10

Beta

1.17

1.17

0

0.8

1.2

0

2

Sharpe Ratio

0.23

0.23

0

0.5

1

1.5

1.5

Sortino Ratio

0.37

0.37

0

1

2

3

3

Jensen's Alpha

-2.79

-2.79

-3

0

2

4.5

4.5

Omega Ratio

0.93

0.93

0

1

1.5

2.5

2.5

Treynor Ratio

0.42

0.42

0

0.75

1.25

2

2

Information Ratio

-0.09

-0.09

-1

0.3

0.6

1

1

Calmar Ratio

0.16

0.16

0

0.3

0.6

1

1

Beta

1.17

1.17

0

0.8

1.2

0

2

Sharpe Ratio

0.23

0.23

0

0.5

1

1.5

1.5

Sortino Ratio

0.37

0.37

0

1

2

3

3

Jensen's Alpha

-2.79

-2.79

-3

0

2

4.5

4.5

Omega Ratio

0.93

0.93

0

1

1.5

2.5

2.5

Treynor Ratio

0.42

0.42

0

0.75

1.25

2

2

Information Ratio

-0.09

-0.09

-1

0.3

0.6

1

1

Calmar Ratio

0.16

0.16

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

51.22

High:

GRAB

955.36

Low:

SDZNY

-31,833.33

Details

PEG Ratio

242.9

High:

KO

10,007.14

Low:

BILL

-1,226.01

Details

Price/Book

17.45

High:

RBLX

271.59

Low:

RR.L

-93.26

Details

Price/Sales

12.56

High:

PLTR

124.39

Low:

NOVAQ

0

Details

Price/CF

29.13

High:

TTWO

18,296.3

Low:

CBK.DE

0.14

Details

Price/FCF

48.89

High:

WEX

859.25

Low:

3328.HK

0.39

Details

P/E Ratio

51.22

High:

GRAB

955.36

Low:

SDZNY

-31,833.33

Details

PEG Ratio

242.9

High:

KO

10,007.14

Low:

BILL

-1,226.01

Details

Price/Book

17.45

High:

RBLX

271.59

Low:

RR.L

-93.26

Details

Price/Sales

12.56

High:

PLTR

124.39

Low:

NOVAQ

0

Details

Price/CF

29.13

High:

TTWO

18,296.3

Low:

CBK.DE

0.14

Details

Price/FCF

48.89

High:

WEX

859.25

Low:

3328.HK

0.39

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-40.23%	Nov 2021	Nov 2024	36
-17.21%	Feb 2025	May 2025	3

Monthly Performance