Effective portfolio of Wotschel on eToro

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Wotschel

🇩🇪 Stock and ETF 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

-0.05%

This Month

+0.29%

Year To Date

+25.62%

2 Years

+108.56%

5 Years

+108.56%

10 Years

+22.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
30.2%
⛏️ Energy Minerals
10.34%
🧩 Miscellaneous
8.01%
💰 Finance
6.67%
💻 Electronic Technology
4.96%
📊 ETFs
4.07%
🧬 Health Technology
3.1%
🖥️ Technology Services
2.68%
💼 Commercial Services
2.09%
🛍️ Retail Trade
1.73%
🛠️ Producer Manufacturing
1.23%
🍞 Consumer Non Durables
1.01%
⚡ Utilities
0.94%
🧪 Process Industries
0.45%
🪨 Non Energy Minerals
0.12%
🏥 Health Services
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
16.3%
🇬🇧 LSE
13.84%
🇺🇸 Nasdaq
5.99%
🇳🇱 Euronext Amsterdam
4.08%
🇳🇴 Oslo Stock Exchange
2.77%
🇫🇷 Euronext Paris
2.7%
🇩🇪 FRA
0.54%
🇧🇪 Euronext Brussels
0.47%
🇩🇰 Copenhagen Stock Exchange
0.47%
🇮🇹 Borsa Italiana
0.29%

Countries Breakdown

Country
Total

🇺🇸 United States
14.75%
🇬🇧 United Kingdom
8.97%
🇳🇱 Netherlands
3.71%
🇳🇴 Norway
2.77%
🇫🇷 France
2.7%
🇨🇭 Switzerland
0.72%
🇩🇪 Germany
0.54%
🇩🇰 Denmark
0.51%
🇮🇹 Italy
0.29%
🇮🇱 Israel
0.23%
🇱🇺 Luxembourg
0.12%
🇮🇪 Ireland
0.06%

Dividends

Dividend Yield

0.79%

46 out of 63 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $LIGHT.NV (7.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EQNR.OL	0.12%	4.18%	$13.95
BP.L	0.11%	4.51%	$0.23
TTE.PA	0.11%	4.43%	$3.06
SHEL.L	0.09%	3.36%	$0.8
MPT	0.03%	6.5%	$0.6
BAC	0.03%	2.09%	$0.96
C	0.03%	1.89%	$2.12
DSFIR.NV	0.03%	3.66%	$2.5
AES	0.02%	4.92%	$0.68
LIGHT.NV	0.02%	7.75%	$1.55
RR.L	0.02%	0.74%	-
JPM	0.02%	1.88%	$4.4
GS	0.02%	1.82%	$11
NOVO-B.CO	0.02%	3.99%	$9.4
AKZA.NV	0.02%	3.86%	$1.98
REL.L	0.01%	2.57%	$0.59
RF.PA	0.01%	5.99%	$2.42
ALLY	0.01%	2.71%	$1.2
AGN.NV	0.01%	5.3%	$0.3
TWEKA.NV	0.01%	2.97%	$1.7
CRM	0.01%	0.93%	$0.4
CPR.MI	0%	1.52%	$0.07
AALB.NV	0%	3.12%	$1.13
MSFT	0%	0.86%	$3
MKS.L	0%	1.14%	$0.03
PYPL	0%	0.61%	-
LB	0%	0.64%	-
PRX.NV	0%	0.48%	$0.07
WMT	0%	0.76%	$0.81
AXP	0%	1.06%	$2.6
BA.L	0%	1.74%	$0.3
CEG	0%	0.5%	-
LLY	0%	0.66%	$4.86
RHM.DE	0%	0.81%	$5.7
UNH	0%	2.42%	$7.74
ASML.NV	0%	0.57%	$6.1
V	0%	0.82%	$2.01
MT.NV	0%	0.95%	-
NVO	0%	2.69%	$0.98
META	0%	0.34%	$1
COST	0%	0.54%	$19.22
BAYN.DE	0%	0.29%	$0.11
GOOG	0%	0.22%	$0.2
ASM.NV	0%	0.37%	$2.75
GE	0%	0.51%	$0.44
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
LIGHT.NV	Pay Day	May 11, 2026	$1.87
V	Ex-Dividend	May 12, 2026	$0.67
ASM.NV	Ex-Dividend	May 13, 2026	$3.80
EQNR.OL	Ex-Dividend	May 13, 2026	$0.39
BP.L	Ex-Dividend	May 14, 2026	$0.08
COST	Pay Day	May 15, 2026	$1.47
LLY	Ex-Dividend	May 15, 2026	$1.73
AES	Pay Day	May 15, 2026	$0.18
ALLY	Pay Day	May 15, 2026	$0.30
TWEKA.NV	Ex-Dividend	May 15, 2026	$1.57
CEG	Ex-Dividend	May 15, 2026	$0.43
MSFT	Ex-Dividend	May 21, 2026	$0.91
ASM.NV	Pay Day	May 21, 2026	$3.80
C	Pay Day	May 22, 2026	$0.60
WMT	Pay Day	May 26, 2026	$0.25
EQNR.OL	Pay Day	May 27, 2026	$0.39
V	Pay Day	Jun 1, 2026	$0.67
GS	Ex-Dividend	Jun 1, 2026	$4.50
TWEKA.NV	Pay Day	Jun 2, 2026	$1.57
RR.L	Pay Day	Jun 3, 2026	$0.07
PYPL	Ex-Dividend	Jun 4, 2026	$0.14
BA.L	Pay Day	Jun 4, 2026	$0.31
BAC	Ex-Dividend	Jun 5, 2026	$0.28
CEG	Pay Day	Jun 5, 2026	$0.43
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
LLY	Pay Day	Jun 10, 2026	$1.73
MSFT	Pay Day	Jun 11, 2026	$0.91
AGN.NV	Ex-Dividend	Jun 12, 2026	$0.25
GOOG	Pay Day	Jun 15, 2026	$0.22
REL.L	Pay Day	Jun 18, 2026	$0.65
PYPL	Pay Day	Jun 25, 2026	$0.14
BAC	Pay Day	Jun 26, 2026	$0.28
BP.L	Pay Day	Jun 26, 2026	$0.08
GS	Pay Day	Jun 29, 2026	$4.50
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
TTE.PA	Pay Day	Jul 2, 2026	$1.01
AGN.NV	Pay Day	Jul 6, 2026	$0.25

Performance Metrics

Score 6.2/10

Beta

-0.05

-0.05

-1

0.8

1.2

-1

2

Sharpe Ratio

0.43

0.43

0

0.5

1

1.5

1.5

Sortino Ratio

1.4

1.4

0

1

2

3

3

Jensen's Alpha

35.84

35.84

-2

0

2

36

36

Omega Ratio

1.65

1.65

0

1

1.5

2.5

2.5

Treynor Ratio

-53.24

-53.24

-54

0.75

1.25

2

2

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

0.47

0.47

0

0.3

0.6

1

1

Beta

-0.05

-0.05

-1

0.8

1.2

-1

2

Sharpe Ratio

0.43

0.43

0

0.5

1

1.5

1.5

Sortino Ratio

1.4

1.4

0

1

2

3

3

Jensen's Alpha

35.84

35.84

-2

0

2

36

36

Omega Ratio

1.65

1.65

0

1

1.5

2.5

2.5

Treynor Ratio

-53.24

-53.24

-54

0.75

1.25

2

2

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

0.47

0.47

0

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

22.97

High:

PHARM.NV

1,162.5

Low:

OKLO

-110.97

Details

PEG Ratio

152.45

High:

PHARM.NV

1,076.39

Low:

RF.PA

-519.87

Details

Price/Book

3.83

High:

RR.L

39.62

Low:

RF.PA

0.51

Details

Price/Sales

2.75

High:

MSTR

115.14

Low:

OKLO

-

Details

Price/CF

9.94

High:

MSTR

7,511.07

Low:

GS

2.27

Details

Price/FCF

21.37

High:

MSTR

1,187.5

Low:

GS

2.44

Details

P/E Ratio

22.97

High:

PHARM.NV

1,162.5

Low:

OKLO

-110.97

Details

PEG Ratio

152.45

High:

PHARM.NV

1,076.39

Low:

RF.PA

-519.87

Details

Price/Book

3.83

High:

RR.L

39.62

Low:

RF.PA

0.51

Details

Price/Sales

2.75

High:

MSTR

115.14

Low:

OKLO

-

Details

Price/CF

9.94

High:

MSTR

7,511.07

Low:

GS

2.27

Details

Price/FCF

21.37

High:

MSTR

1,187.5

Low:

GS

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-44.66%	Dec 2022	-	42

Monthly Performance