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

-0.31%

Today

+0.59%

This Month

+9.8%

Year To Date

+92.49%

2 Years

+136.44%

5 Years

+28.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
44.82%
🪙 Cryptocurrencies
25.52%
📊 ETFs
19.14%
🖥️ Technology Services
13.22%
💻 Electronic Technology
0.15%
🚚 Transportation
0.14%
🚗 Consumer Durables
0.07%
🛍️ Retail Trade
0.04%
💰 Finance
0.02%
🏥 Health Services
0.02%
🧬 Health Technology
0.01%
🧩 Miscellaneous
0.01%
💼 Commercial Services
0.01%
🍞 Consumer Non Durables
0.01%
💇‍♀️ Consumer Services
0.01%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
25.52%
🇺🇸 Nasdaq
13.39%
🇬🇧 LSE
13.3%
🇺🇸 NYSE
6%
🇩🇪 FRA
0.09%
🇳🇴 Oslo Stock Exchange
0.05%
🇭🇰 Hong Kong Exchanges
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
13.43%
🇩🇪 Germany
0.09%
🇨🇳 China
0.08%
🇳🇴 Norway
0.05%
🇹🇼 Taiwan
0.05%
🇬🇧 United Kingdom
0.01%
🇰🇾 Cayman Islands
0.01%
🇸🇬 Singapore
0.01%
🇩🇰 Denmark
0%

Dividends

Dividend Yield

0.08%

22 out of 50 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.93%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.07%	1.21%	-
LHA.DE	0%	4.36%	$0.3
TLT	0%	4.39%	-
TSM	0%	1.07%	$1.74
MSFT	0%	0.7%	$3
PFE	0%	6.93%	$1.66
0700.HK	0%	0.89%	$3.4
GOOG	0%	0.46%	$0.2
MCD	0%	2.31%	$6.53
LMT	0%	2.68%	$12.45
GOOGL	0%	0.46%	$0.2
UNH	0%	2.71%	$7.74
V	0%	0.65%	$2.01
AVGO	0%	0.92%	$19.7
DG.US	0%	2.11%	$2.36
9988.HK	0%	0.93%	$0.98
NVO	0%	1.48%	$0.98
AAPL	0%	0.51%	$0.97
SWKS	0%	3.93%	$2.72
SMT.L	0%	0.35%	$0.03
META	0%	0.3%	$1
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
UNH	Ex-Dividend	Jun 16, 2025	$2.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
SWKS	Pay Day	Jun 17, 2025	$0.70
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
LMT	Pay Day	Jun 27, 2025	$3.30
AVGO	Pay Day	Jun 30, 2025	$0.59
NVDA	Pay Day	Jul 3, 2025	$0.01
9988.HK	Pay Day	Jul 3, 2025	$0.25
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 6.9/10

Beta

1.1

1.1

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

19.43

19.43

-2

0

2

20

20

Omega Ratio

1.47

1.47

0

1

1.5

2.5

2.5

Treynor Ratio

2.27

2.27

0

0.75

1.25

3

3

Information Ratio

0.5

0.5

0

0.3

0.6

1

1

Calmar Ratio

0.45

0.45

0

0.3

0.6

1

1

Beta

1.1

1.1

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

19.43

19.43

-2

0

2

20

20

Omega Ratio

1.47

1.47

0

1

1.5

2.5

2.5

Treynor Ratio

2.27

2.27

0

0.75

1.25

3

3

Information Ratio

0.5

0.5

0

0.3

0.6

1

1

Calmar Ratio

0.45

0.45

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

81.95

High:

GRAB

816.07

Low:

HROW

-49.94

Details

PEG Ratio

481.22

High:

GRAB

759.44

Low:

HROW

-150.53

Details

Price/Book

25.74

High:

PLTR

59.77

Low:

NIO

-135.1

Details

Price/Sales

19.5

High:

PLTR

112.6

Low:

LHA.DE

0.22

Details

Price/CF

58.58

High:

HROW

455.1

Low:

NAS.OL

1.69

Details

Price/FCF

73.27

High:

HROW

2,263.62

Low:

NAS.OL

3.99

Details

P/E Ratio

81.95

High:

GRAB

816.07

Low:

HROW

-49.94

Details

PEG Ratio

481.22

High:

GRAB

759.44

Low:

HROW

-150.53

Details

Price/Book

25.74

High:

PLTR

59.77

Low:

NIO

-135.1

Details

Price/Sales

19.5

High:

PLTR

112.6

Low:

LHA.DE

0.22

Details

Price/CF

58.58

High:

HROW

455.1

Low:

NAS.OL

1.69

Details

Price/FCF

73.27

High:

HROW

2,263.62

Low:

NAS.OL

3.99

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