Effective portfolio of WolfusOnEtoro on eToro

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WolfusOnEtoro

🇨🇭 Income Stock Investor.

2 copiers.

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%

Today

+1.41%

This Month

+8.03%

Year To Date

+40.33%

2 Years

+92.6%

5 Years

+12.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
43.09%
🧬 Health Technology
18.75%
🖥️ Technology Services
12.48%
💻 Electronic Technology
9.01%
🛠️ Producer Manufacturing
6.56%
🍞 Consumer Non Durables
2.22%
🚗 Consumer Durables
1.46%
🏭 Industrial Services
1.42%
⚡ Utilities
1.37%
📊 ETFs
1.21%
🧪 Process Industries
0.86%
🚚 Transportation
0.8%
🛍️ Retail Trade
0.41%
🏥 Health Services
0.37%
🪨 Non Energy Minerals
0.29%
💇‍♀️ Consumer Services
0.25%
📡 Communications
0.16%
📦 Distribution Services
0.05%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.27%
🇺🇸 Nasdaq
33.6%
🇸🇪 Stockholm Stock Exchange
5.77%
🇩🇪 FRA
5.69%
🇨🇭 SIX
1.44%
🇬🇧 LSE
1.33%
🇪🇸 Bolsa De Madrid
1.02%
🇫🇷 Euronext Paris
0.99%
🇫🇮 Helsinki Stock Exchange
0.56%
🇳🇱 Euronext Amsterdam
0.44%
🇭🇰 Hong Kong Exchanges
0.37%
🇮🇹 Borsa Italiana
0.28%

Countries Breakdown

Country
Total

🇺🇸 United States
77.04%
🇩🇪 Germany
6.4%
🇸🇪 Sweden
5.77%
🇳🇱 Netherlands
1.66%
🇨🇭 Switzerland
1.59%
🇮🇪 Ireland
1.36%
🇪🇸 Spain
1.02%
🇫🇷 France
0.99%
🇬🇧 United Kingdom
0.87%
🇰🇷 South Korea
0.71%
🇨🇳 China
0.56%
🇫🇮 Finland
0.56%
🇯🇵 Japan
0.29%
🇦🇺 Australia
0.29%
🇮🇹 Italy
0.28%
🇭🇰 Hong Kong
0.09%
🇮🇱 Israel
0.08%

Dividends

Dividend Yield

3.02%

93 out of 116 instruments pay dividend.

31 dividend payments in the next 30 days.

Highest Dividend: $PSEC (22.15%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MAIN	1.14%	5.18%	$2.85
GILD	0.49%	2.77%	$3.04
ORI	0.18%	2.96%	$1.02
INVE-A.ST	0.1%	1.83%	$4.8
LTC.US	0.1%	6.53%	$2.28
AGNC	0.08%	15.79%	$1.44
ZURN.ZU	0.05%	4.83%	$26
KO	0.04%	2.79%	$1.89
ARR	0.04%	17.41%	$3.84
CSCO	0.04%	2.45%	$1.58
O	0.04%	5.65%	$3.09
PSEC	0.03%	22.15%	$0.72
AVGO	0.03%	0.91%	$19.7
MSFT	0.03%	0.69%	$3
TEG.DE	0.02%	2.7%	-
IBM	0.02%	2.49%	$6.65
NXPI	0.02%	1.95%	$4.06
PNN.L	0.02%	6.58%	$0.44
ADP	0.02%	1.84%	$5.45
CAP.PA	0.02%	2.27%	$3.4
DELL	0.02%	1.64%	$1.63
JCI	0.02%	1.43%	$1.48
ANA.MC	0.02%	2.65%	$3.65
MSCI	0.02%	1.2%	$5.96
BMW.DE	0.02%	5.59%	$6
ENEL.MI	0.02%	5.85%	$0.43
SMSN.L	0.02%	2.2%	$23.68
DLR	0.02%	2.76%	$4.88
BHP	0.01%	4.94%	$3.01
ALV.DE	0.01%	4.34%	$13.8
C	0.01%	2.86%	$2.12
STAG	0.01%	4.03%	$1.47
FRT	0.01%	4.56%	$4.36
KNEBV.HE	0.01%	3.24%	$1.75
RED.MC	0.01%	3.62%	$0.81
UPM.HE	0.01%	6.36%	$1.5
SSO	0.01%	0.87%	-
WCH.DE	0.01%	4.03%	$3
EPR	0.01%	6.06%	$3.34
FME.DE	0.01%	2.87%	$1.19
SVT.L	0.01%	4.59%	$1.17
VZ	0.01%	6.16%	$2.66
WM	0.01%	1.33%	$2.9
SAP.DE	0.01%	0.86%	$2.2
HD	0.01%	2.48%	$8.52
BAS.DE	0.01%	5.38%	$3.4
BESI.NV	0.01%	1.93%	$2.15
HEN3.DE	0.01%	2.92%	$1.85
TM	0.01%	3.12%	$4.64
ADC	0.01%	4.08%	$2.96
MWA	0.01%	1.08%	$0.25
USB	0.01%	4.44%	$1.94
ABBN.ZU	0.01%	1.9%	$0.87
XYL	0.01%	1.2%	$1.38
BSY	0.01%	0.52%	$0.22
MCD	0.01%	2.27%	$6.53
RAA.DE	0.01%	2.02%	$13.5
DUE.DE	0%	3%	$0.7
IRM	0%	2.94%	$2.6
GE	0%	0.58%	$0.44
VTRS	0%	5.51%	$0.48
F	0%	7.31%	$0.78
IEX	0%	1.52%	$2.61
FIE.DE	0%	2.09%	$1
BEI.DE	0%	0.84%	$1
GEBN.ZU	0%	2%	$12.7
SIE.DE	0%	2.38%	$4.7
MMM	0%	1.97%	$5.21
PNR	0%	0.98%	$0.91
JUN3.DE	0%	2.09%	$0.75
ECL	0%	0.94%	$2.24
NEM.DE	0%	0.43%	$0.48
HMC	0%	4.13%	$0.65
01211.HK	0%	1.06%	$3.41
2333.HK	0%	4.01%	$0.33
BWA	0%	1.36%	$0.44
SY1.DE	0%	1.16%	$1.1
00175.HK	0%	1.84%	$0.22
SU.PA	0%	1.71%	$3.5
QCOM	0%	2.31%	$3.25
GLEN.L	0%	2.6%	$0.1
HEXA-B.ST	0%	1.56%	$1.53
ST	0%	1.78%	$0.48
ORA.US	0%	0.62%	$0.48
AFX.DE	0%	1%	$1.1
ADI	0%	1.72%	$3.56
GM	0%	1.07%	$0.42
WDC	0%	0.18%	-
DHR	0%	0.6%	$1.05
MRVL	0%	0.35%	$0.24
NVDA	0%	0.03%	$0.02
GEHC	0%	-0.18%	$-0.12
GEV	0%	-0.1%	-

Next Dividends

Stock	Type	Date	Pay Per Share
IBM	Pay Day	Jun 10, 2025	$1.68
AGNC	Pay Day	Jun 10, 2025	$0.12
01211.HK	Ex-Dividend	Jun 10, 2025	$0.55
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
00175.HK	Ex-Dividend	Jun 11, 2025	$0.04
MSFT	Pay Day	Jun 12, 2025	$0.83
MMM	Pay Day	Jun 12, 2025	$0.73
HMC	Pay Day	Jun 12, 2025	$0.70
BSY	Pay Day	Jun 12, 2025	$0.07
KO	Ex-Dividend	Jun 13, 2025	$0.51
GILD	Ex-Dividend	Jun 13, 2025	$0.79
ADP	Ex-Dividend	Jun 13, 2025	$1.54
DLR	Ex-Dividend	Jun 13, 2025	$1.22
O	Pay Day	Jun 13, 2025	$0.27
MAIN	Pay Day	Jun 13, 2025	$0.25
ADC	Pay Day	Jun 13, 2025	$0.26
MCD	Pay Day	Jun 16, 2025	$1.77
BWA	Pay Day	Jun 16, 2025	$0.11
ORI	Pay Day	Jun 16, 2025	$0.29
VTRS	Pay Day	Jun 16, 2025	$0.12
IRM	Ex-Dividend	Jun 16, 2025	$0.78
ARR	Ex-Dividend	Jun 16, 2025	$0.24
EPR	Pay Day	Jun 16, 2025	$0.30
ECL	Ex-Dividend	Jun 17, 2025	$0.65
TEG.DE	Pay Day	Jun 17, 2025	$0.45
HD	Pay Day	Jun 18, 2025	$2.30
WDC	Pay Day	Jun 18, 2025	$0.10
ADI	Pay Day	Jun 18, 2025	$0.99
GM	Pay Day	Jun 19, 2025	$0.15
WM	Pay Day	Jun 20, 2025	$0.82
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
QCOM	Pay Day	Jun 26, 2025	$0.89
XYL	Pay Day	Jun 26, 2025	$0.40
PSEC	Ex-Dividend	Jun 26, 2025	$0.04
RED.MC	Ex-Dividend	Jun 27, 2025	$0.63
GILD	Pay Day	Jun 27, 2025	$0.79
DHR	Ex-Dividend	Jun 27, 2025	$0.32
ARR	Pay Day	Jun 27, 2025	$0.24
AVGO	Pay Day	Jun 30, 2025	$0.59
DLR	Pay Day	Jun 30, 2025	$1.22
STAG	Ex-Dividend	Jun 30, 2025	$0.12
KO	Pay Day	Jul 1, 2025	$0.51
RED.MC	Pay Day	Jul 1, 2025	$0.63
ADP	Pay Day	Jul 1, 2025	$1.54
FRT	Ex-Dividend	Jul 1, 2025	$1.10
CSCO	Ex-Dividend	Jul 3, 2025	$0.41
NVDA	Pay Day	Jul 3, 2025	$0.01
IRM	Pay Day	Jul 3, 2025	$0.78
2333.HK	Ex-Dividend	Jul 8, 2025	$0.06
VZ	Ex-Dividend	Jul 10, 2025	$0.68
ECL	Pay Day	Jul 15, 2025	$0.65
SVT.L	Pay Day	Jul 15, 2025	$0.98
STAG	Pay Day	Jul 15, 2025	$0.12
FRT	Pay Day	Jul 15, 2025	$1.10
PNR	Ex-Dividend	Jul 18, 2025	$0.25
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
PSEC	Pay Day	Jul 22, 2025	$0.04
CSCO	Pay Day	Jul 23, 2025	$0.41
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
PNN.L	Ex-Dividend	Jul 24, 2025	$0.26
DHR	Pay Day	Jul 25, 2025	$0.32
00175.HK	Pay Day	Jul 25, 2025	$0.04
01211.HK	Pay Day	Jul 29, 2025	$0.55
VZ	Pay Day	Aug 1, 2025	$0.68
PNR	Pay Day	Aug 1, 2025	$0.25
2333.HK	Pay Day	Aug 8, 2025	$0.06
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
PNN.L	Pay Day	Sep 4, 2025	$0.26
GLEN.L	Pay Day	Sep 19, 2025	$0.05
UPM.HE	Ex-Dividend	Oct 30, 2025	$0.78
UPM.HE	Pay Day	Nov 7, 2025	$0.78

Performance Metrics

Score 4.9/10

Beta

0.85

0.85

0

0.8

1.2

0

2

Sharpe Ratio

0.54

0.54

0

0.5

1

1.5

1.5

Sortino Ratio

0.82

0.82

0

1

2

3

3

Jensen's Alpha

0.19

0.19

-2

0

2

4.5

4.5

Omega Ratio

0.86

0.86

0

1

1.5

2.5

2.5

Treynor Ratio

0.89

0.89

0

0.75

1.25

2

2

Information Ratio

-0.19

-0.19

-1

0.3

0.6

1

1

Calmar Ratio

0.49

0.49

0

0.3

0.6

1

1

Beta

0.85

0.85

0

0.8

1.2

0

2

Sharpe Ratio

0.54

0.54

0

0.5

1

1.5

1.5

Sortino Ratio

0.82

0.82

0

1

2

3

3

Jensen's Alpha

0.19

0.19

-2

0

2

4.5

4.5

Omega Ratio

0.86

0.86

0

1

1.5

2.5

2.5

Treynor Ratio

0.89

0.89

0

0.75

1.25

2

2

Information Ratio

-0.19

-0.19

-1

0.3

0.6

1

1

Calmar Ratio

0.49

0.49

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.19

High:

IRM

249.11

Low:

MRVL

-119.12

Details

PEG Ratio

399.79

High:

KO

10,192.65

Low:

PATH

-480.82

Details

Price/Book

5.98

High:

HD

45.95

Low:

MCD

-63.63

Details

Price/Sales

6.84

High:

NVDA

23.49

Low:

AUR

-

Details

Price/CF

21.23

High:

KO

282.33

Low:

GM

2.05

Details

Price/FCF

49.77

High:

BESI.NV

1,383.94

Low:

ALV.DE

3.38

Details

P/E Ratio

31.19

High:

IRM

249.11

Low:

MRVL

-119.12

Details

PEG Ratio

399.79

High:

KO

10,192.65

Low:

PATH

-480.82

Details

Price/Book

5.98

High:

HD

45.95

Low:

MCD

-63.63

Details

Price/Sales

6.84

High:

NVDA

23.49

Low:

AUR

-

Details

Price/CF

21.23

High:

KO

282.33

Low:

GM

2.05

Details

Price/FCF

49.77

High:

BESI.NV

1,383.94

Low:

ALV.DE

3.38

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.68%	Jan 2022	Dec 2023	23
-7.49%	Sep 2020	Nov 2020	2
-5.52%	Mar 2025	Jun 2025	3
-4.85%	Sep 2021	Oct 2021	1
-4.23%	Mar 2020	Apr 2020	1
-2.25%	Nov 2021	Dec 2021	1
-2.14%	Jun 2020	Aug 2020	2
-1.99%	Jan 2021	Feb 2021	1
-1.53%	Apr 2024	May 2024	1
-0.55%	Oct 2024	Nov 2024	1
-0.22%	Dec 2024	Jan 2025	1

Monthly Performance