Effective portfolio of Yongfei87 on eToro

Loading...

Yongfei87

🇲🇾 Crypto, ETF and 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

+1.2%

Today

+15.81%

This Month

+28.5%

Year To Date

+113.04%

2 Years

+170.43%

5 Years

+31.93%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
41.53%
💵 Cash
29.67%
📊 ETFs
15.63%
🖥️ Technology Services
12.34%
💻 Electronic Technology
0.15%
🚚 Transportation
0.14%
🚗 Consumer Durables
0.07%
🛍️ Retail Trade
0.04%
💰 Finance
0.02%
🏥 Health Services
0.02%
🧩 Miscellaneous
0.01%
💼 Commercial Services
0.01%
🧬 Health Technology
0.01%
💇‍♀️ Consumer Services
0.01%
🍞 Consumer Non Durables
0.01%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
41.53%
🇺🇸 Nasdaq
12.52%
🇬🇧 LSE
10.26%
🇺🇸 NYSE
5.53%
🇩🇪 FRA
0.08%
🇳🇴 Oslo Stock Exchange
0.05%
🇭🇰 Hong Kong Exchanges
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
12.54%
🇨🇳 China
0.08%
🇩🇪 Germany
0.08%
🇳🇴 Norway
0.05%
🇹🇼 Taiwan
0.05%
🇬🇧 United Kingdom
0.01%
🇰🇾 Cayman Islands
0.01%
🇸🇬 Singapore
0.01%
🇳🇱 Netherlands
0%
🇩🇰 Denmark
0%

Dividends

Dividend Yield

0.07%

23 out of 53 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.09%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.06%	1.16%	-
LHA.DE	0%	4.01%	$0.3
NAS.OL	0%	5.26%	-
TLT	0%	4.3%	-
TSM	0%	0.94%	$1.74
MSFT	0%	0.65%	$3
PFE	0%	7.09%	$1.66
0700.HK	0%	0.82%	$3.4
GOOG	0%	0.42%	$0.2
GOOGL	0%	0.42%	$0.2
MCD	0%	2.33%	$6.53
LMT	0%	3.14%	$12.45
UNH	0%	3.24%	$7.74
V	0%	0.65%	$2.01
AVGO	0%	0.77%	$19.7
9988.HK	0%	0.88%	$0.98
NVO	0%	2.35%	$0.98
AAPL	0%	0.48%	$0.97
SWKS	0%	3.9%	$2.72
SMT.L	0%	0.32%	$0.03
META	0%	0.29%	$1
NVDA	0%	0.02%	$0.02
WING	0%	0.3%	$0.88

Next Dividends

Stock	Type	Date	Pay Per Share
V	Ex-Dividend	Aug 12, 2025	$0.59
NAS.OL	Ex-Dividend	Aug 12, 2025	$0.09
NAS.OL	Pay Day	Aug 20, 2025	$0.09
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MCD	Ex-Dividend	Sep 2, 2025	$1.77
PFE	Pay Day	Sep 2, 2025	$0.43
V	Pay Day	Sep 2, 2025	$0.59
LMT	Ex-Dividend	Sep 2, 2025	$3.30
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
GOOGL	Pay Day	Sep 15, 2025	$0.21
MCD	Pay Day	Sep 16, 2025	$1.77
TSM	Ex-Dividend	Sep 16, 2025	$0.82
LMT	Pay Day	Sep 26, 2025	$3.30
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 6.9/10

Beta

1.09

1.09

0

0.8

1.2

0

2

Sharpe Ratio

0.7

0.7

0

0.5

1

1.5

1.5

Sortino Ratio

1.26

1.26

0

1

2

3

3

Jensen's Alpha

18.59

18.59

-2

0

2

19

19

Omega Ratio

1.45

1.45

0

1

1.5

2.5

2.5

Treynor Ratio

2.28

2.28

0

0.75

1.25

3

3

Information Ratio

0.48

0.48

0

0.3

0.6

1

1

Calmar Ratio

0.44

0.44

0

0.3

0.6

1

1

Beta

1.09

1.09

0

0.8

1.2

0

2

Sharpe Ratio

0.7

0.7

0

0.5

1

1.5

1.5

Sortino Ratio

1.26

1.26

0

1

2

3

3

Jensen's Alpha

18.59

18.59

-2

0

2

19

19

Omega Ratio

1.45

1.45

0

1

1.5

2.5

2.5

Treynor Ratio

2.28

2.28

0

0.75

1.25

3

3

Information Ratio

0.48

0.48

0

0.3

0.6

1

1

Calmar Ratio

0.44

0.44

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

84.39

High:

GRAB

948.21

Low:

HROW

-56.9

Details

PEG Ratio

559.16

High:

GRAB

882.41

Low:

HROW

-171.51

Details

Price/Book

27.32

High:

APP

212.65

Low:

NIO

-181.29

Details

Price/Sales

21.04

High:

PLTR

128.04

Low:

LHA.DE

0.24

Details

Price/CF

66.74

High:

HROW

455.1

Low:

LHA.DE

1.9

Details

Price/FCF

86.74

High:

HROW

2,263.62

Low:

NAS.OL

4.35

Details

P/E Ratio

84.39

High:

GRAB

948.21

Low:

HROW

-56.9

Details

PEG Ratio

559.16

High:

GRAB

882.41

Low:

HROW

-171.51

Details

Price/Book

27.32

High:

APP

212.65

Low:

NIO

-181.29

Details

Price/Sales

21.04

High:

PLTR

128.04

Low:

LHA.DE

0.24

Details

Price/CF

66.74

High:

HROW

455.1

Low:

LHA.DE

1.9

Details

Price/FCF

86.74

High:

HROW

2,263.62

Low:

NAS.OL

4.35

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-59.56%	Dec 2021	Oct 2024	34
-21.07%	May 2019	Nov 2019	6
-19.89%	Jan 2021	Oct 2021	9
-6.27%	Sep 2020	Nov 2020	2
-2.73%	Feb 2025	Apr 2025	2
-0.73%	Jun 2020	Jul 2020	1

Monthly Performance