Portfolio of WarrenBuffett96 on eToro

WarrenBuffett96

🇨🇿 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.

Summary

Today

-2.71%

This Month

-5.04%

Year To Date

+31.37%

2 Years

+78.78%

5 Years

+13.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
18%
📊 ETFs
16.11%
🍞 Consumer Non Durables
13.47%
💰 Finance
12.91%
💻 Electronic Technology
9.83%
💼 Commercial Services
6.87%
🏭 Industrial Services
4.09%
🛍️ Retail Trade
3.79%
🧬 Health Technology
2.76%
💇‍♀️ Consumer Services
2.7%
⚡ Utilities
2%
🚚 Transportation
1.58%
📦 Distribution Services
1.51%
🏥 Health Services
1.24%
🚗 Consumer Durables
0.94%
🛠️ Producer Manufacturing
0.88%
⛏️ Energy Minerals
0.75%
💵 Cash
0.57%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.06%
🇺🇸 Nasdaq
29.27%
🇺🇸 Chicago Board Options Exchange
5.32%
🇬🇧 LSE
1.78%

Countries Breakdown

Country
Total

🇺🇸 United States
58.4%
🇬🇧 United Kingdom
13.29%
🇰🇾 Cayman Islands
5.89%
🇹🇼 Taiwan
2.9%
🇳🇱 Netherlands
1.83%
🇨🇦 Canada
1.02%

Dividends

Dividend Yield

1.76%

31 out of 61 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $OSB.L (7.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BTI	0.77%	6.98%	$2.92
OSB.L	0.14%	7.69%	$0.32
IVV	0.11%	1.38%	-
ET	0.1%	7.44%	$1.25
EPD	0.08%	6.83%	$2.03
AXP	0.06%	1.16%	$2.6
FXI	0.04%	1.5%	-
MSFT	0.04%	0.88%	$3
INDA	0.04%	0.78%	-
TSM	0.04%	1.35%	$1.74
MPLX	0.04%	7.14%	$3.33
MSCI	0.04%	1.21%	$5.96
PEP	0.04%	3.79%	$5.15
MRK	0.03%	4.05%	$3.04
CNI	0.02%	2.4%	$2.42
STZ	0.02%	2.17%	$3.68
MCO	0.02%	0.82%	$3.24
SPGI	0.02%	0.8%	$3.62
NRG	0.02%	1.73%	$1.57
OXY	0.02%	2.27%	$0.8
ASML	0.02%	0.9%	$5.57
AZN	0.01%	2.25%	$1.42
AGX	0.01%	0.98%	$1.15
VST	0.01%	0.76%	$0.85
ORCL	0.01%	1.32%	$1.6
RMD	0%	0.97%	$1.92
COR	0%	0.74%	$2.02
EFX	0%	0.71%	$1.56
CW	0%	0.26%	$0.81
TKO	0%	0.25%	$0.48
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Apr 23, 2025	$0.50
ASML	Ex-Dividend	Apr 28, 2025	$1.92
STZ	Ex-Dividend	Apr 29, 2025	$1.02
EPD	Ex-Dividend	Apr 30, 2025	$0.54
NRG	Ex-Dividend	May 1, 2025	$0.44
ASML	Pay Day	May 6, 2025	$1.92
AXP	Pay Day	May 9, 2025	$0.82
OSB.L	Pay Day	May 13, 2025	$0.30
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
STZ	Pay Day	May 15, 2025	$1.02
NRG	Pay Day	May 15, 2025	$0.44
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
FXI	Pay Day	Jun 17, 2025	$-
BTI	Ex-Dividend	Jun 27, 2025	$0.75
TSM	Pay Day	Jul 10, 2025	$0.68
BTI	Pay Day	Aug 6, 2025	$0.75
INDA	Pay Day	Dec 20, 2025	$-

Performance Metrics

Score 6.2/10

Beta

1.01

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.08

Jensen's Alpha

3.82

-2

4.5

Omega Ratio

1.25

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.29

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Beta

1.01

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.08

Jensen's Alpha

3.82

-2

4.5

Omega Ratio

1.25

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.29

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.59

High:

CRDO

2,673.72

Low:

TOST

-6,723.53

Details

PEG Ratio

48.79

High:

CRDO

2,386.09

Low:

TOST

-6,303.9

Details

Price/Book

7.4

High:

COR

245.32

Low:

MSCI

-45.23

Details

Price/Sales

6.26

High:

CRDO

20.41

Low:

COR

0.18

Details

Price/CF

20.63

High:

CRDO

1,118.95

Low:

OPFI

0.51

Details

Price/FCF

47.13

High:

PEP

5,253.35

Low:

OPFI

0.53

Details