Effective portfolio of Yongfei87 on eToro

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Yongfei87

🇲🇾 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

+0.03%

Today

+1.17%

This Month

+4.87%

Year To Date

+177.57%

2 Years

+139.97%

5 Years

+28.8%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
71.92%
📊 ETFs
19.3%
🖥️ Technology Services
10.95%
🪙 Cryptocurrencies
1.96%
💻 Electronic Technology
0.15%
🚚 Transportation
0.15%
🚗 Consumer Durables
0.1%
🛍️ Retail Trade
0.05%
💰 Finance
0.03%
🏥 Health Services
0.02%
🧩 Miscellaneous
0.01%
💼 Commercial Services
0.01%
🍞 Consumer Non Durables
0.01%
💇‍♀️ Consumer Services
0.01%
🧬 Health Technology
0%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
13.79%
🇺🇸 Nasdaq
11.14%
🇺🇸 NYSE
5.67%
🌍 Digital Currency
1.96%
🇩🇪 FRA
0.09%
🇳🇴 Oslo Stock Exchange
0.06%
🇭🇰 Hong Kong Exchanges
0.05%
🇩🇰 Copenhagen Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
11.17%
🇨🇳 China
0.11%
🇩🇪 Germany
0.09%
🇳🇴 Norway
0.06%
🇹🇼 Taiwan
0.04%
🇬🇧 United Kingdom
0.01%
🇰🇾 Cayman Islands
0.01%
🇸🇬 Singapore
0.01%
🇩🇰 Denmark
0%

Dividends

Dividend Yield

0.08%

19 out of 45 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.07%	1.28%	-
LHA.DE	0%	4.74%	$0.3
TLT	0%	4.12%	-
TSM	0%	1.3%	$1.74
MSFT	0%	0.87%	$3
PFE	0%	7.55%	$1.66
0700.HK	0%	0.96%	$3.4
GOOG	0%	0.51%	$0.2
MCD	0%	2.16%	$6.53
GOOGL	0%	0.52%	$0.2
V	0%	0.66%	$2.01
AVGO	0%	1.26%	$19.7
9988.HK	0%	0.86%	$0.98
AAPL	0%	0.49%	$0.97
SWKS	0%	4.74%	$2.72
SMT.L	0%	0.4%	$0.03
META	0%	0.39%	$1
NVDA	0%	0.04%	$0.02
SVITZR.CO	0%	-2.91%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	May 9, 2025	$0.43
MSFT	Ex-Dividend	May 15, 2025	$0.83
0700.HK	Ex-Dividend	May 16, 2025	$0.58
0700.HK	Pay Day	May 30, 2025	$0.58
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 6.9/10

Beta

1.11

1.11

0

0.8

1.2

0

2

Sharpe Ratio

0.7

0.7

0

0.5

1

1.5

1.5

Sortino Ratio

1.25

1.25

0

1

2

3

3

Jensen's Alpha

19.93

19.93

-2

0

2

20

20

Omega Ratio

1.48

1.48

0

1

1.5

2.5

2.5

Treynor Ratio

2.25

2.25

0

0.75

1.25

3

3

Information Ratio

0.51

0.51

0

0.3

0.6

1

1

Calmar Ratio

0.44

0.44

0

0.3

0.6

1

1

Beta

1.11

1.11

0

0.8

1.2

0

2

Sharpe Ratio

0.7

0.7

0

0.5

1

1.5

1.5

Sortino Ratio

1.25

1.25

0

1

2

3

3

Jensen's Alpha

19.93

19.93

-2

0

2

20

20

Omega Ratio

1.48

1.48

0

1

1.5

2.5

2.5

Treynor Ratio

2.25

2.25

0

0.75

1.25

3

3

Information Ratio

0.51

0.51

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

62.46

High:

PLTR

533.16

Low:

GRAB

-164.04

Details

PEG Ratio

307.47

High:

PLTR

474.41

Low:

GRAB

-215.39

Details

Price/Book

19.8

High:

PLTR

47.13

Low:

MCD

-59.99

Details

Price/Sales

14.62

High:

PLTR

88.96

Low:

LHA.DE

0.2

Details

Price/CF

55.89

High:

PLTR

165.72

Low:

NAS.OL

1.59

Details

Price/FCF

70.32

High:

PFE

468.42

Low:

NAS.OL

1.95

Details

P/E Ratio

62.46

High:

PLTR

533.16

Low:

GRAB

-164.04

Details

PEG Ratio

307.47

High:

PLTR

474.41

Low:

GRAB

-215.39

Details

Price/Book

19.8

High:

PLTR

47.13

Low:

MCD

-59.99

Details

Price/Sales

14.62

High:

PLTR

88.96

Low:

LHA.DE

0.2

Details

Price/CF

55.89

High:

PLTR

165.72

Low:

NAS.OL

1.59

Details

Price/FCF

70.32

High:

PFE

468.42

Low:

NAS.OL

1.95

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	-	3
-0.73%	Jun 2020	Jul 2020	1

Monthly Performance