Portfolio of adam254 on eToro

adam254

🇸🇰 Income Stock Investor.

51 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.07%

Today

+2.02%

This Month

+1.59%

Year To Date

+19.99%

2 Years

+66.42%

5 Years

+10.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
37.61%
🖥️ Technology Services
15.39%
💻 Electronic Technology
11.49%
🛍️ Retail Trade
9.03%
💰 Finance
5.63%
🛠️ Producer Manufacturing
5.1%
🧪 Process Industries
3.39%
🧬 Health Technology
2.84%
💇‍♀️ Consumer Services
2.46%
⛏️ Energy Minerals
1.74%
📦 Distribution Services
1.51%
🪨 Non Energy Minerals
1.35%
🍞 Consumer Non Durables
0.71%
⚡ Utilities
0.57%
📡 Communications
0.56%
💼 Commercial Services
0.4%
🏥 Health Services
0.17%
💵 Cash
0.05%

Exchanges Breakdown

Exchange
Total

🇩🇪 Xetra ETFs
32.46%
🇺🇸 Nasdaq
31.46%
🇺🇸 NYSE
30.88%
🇬🇧 LSE
5.15%

Countries Breakdown

Country
Total

🇺🇸 United States
54.63%
🇨🇳 China
3.08%
🇬🇧 United Kingdom
2.43%
🇨🇭 Switzerland
1.19%
🇹🇼 Taiwan
1.02%

Dividends

Dividend Yield

0.75%

44 out of 49 instruments pay dividend.

23 dividend payments in the next 30 days.

Highest Dividend: $CVX (4.87%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ABBV	0.06%	3.4%	$6.06
ADP	0.05%	1.85%	$5.45
ALB	0.04%	2.74%	$1.6
JNJ	0.03%	3.28%	$4.81
FANG	0.03%	3.78%	$9.26
MSFT	0.03%	0.69%	$3
CAT	0.03%	1.61%	$5.31
SYY	0.03%	2.82%	$2.01
GD	0.03%	2.11%	$5.48
BABA	0.03%	0.86%	$0.98
IBM	0.03%	2.52%	$6.65
NUE	0.02%	1.83%	$2.13
CVX	0.02%	4.87%	$6.28
DOV	0.02%	1.16%	$2.04
T	0.02%	4.03%	$1.11
GOOG	0.02%	0.47%	$0.2
LOW	0.02%	2.04%	$4.45
DLR	0.02%	2.77%	$4.88
AFL	0.02%	2.12%	$1.84
CTAS	0.02%	0.69%	$5.4
AAPL	0.02%	0.5%	$0.97
CB	0.02%	1.27%	$3.49
LIN	0.01%	1.23%	$5.33
XOM	0.01%	3.84%	$3.76
ATO	0.01%	2.24%	$3.16
PNR	0.01%	0.98%	$0.91
PG	0.01%	2.51%	$3.83
V	0.01%	0.62%	$2.01
TSM	0.01%	1.11%	$1.74
HON	0.01%	1.97%	$4.27
VFC	0.01%	2.83%	$0.57
ECL	0.01%	0.95%	$2.24
MA	0.01%	0.49%	$2.46
WMT	0.01%	0.96%	$0.81
UNH	0%	2.89%	$7.74
ORCL	0%	1%	$1.6
MCD	0%	2.27%	$6.53
EMR	0%	1.72%	$2.1
GWW	0%	0.78%	$7.63
SPGI	0%	0.73%	$3.62
SHW	0%	0.84%	$2.64
EA	0%	0.51%	$0.76
ROP	0%	0.56%	$2.93
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
HON	Pay Day	Jun 6, 2025	$1.13
SHW	Pay Day	Jun 6, 2025	$0.79
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
ATO	Pay Day	Jun 9, 2025	$0.87
CVX	Pay Day	Jun 10, 2025	$1.71
IBM	Pay Day	Jun 10, 2025	$1.68
JNJ	Pay Day	Jun 10, 2025	$1.30
XOM	Pay Day	Jun 10, 2025	$0.99
EMR	Pay Day	Jun 10, 2025	$0.53
VFC	Ex-Dividend	Jun 10, 2025	$0.09
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
SPGI	Pay Day	Jun 11, 2025	$0.96
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
TSM	Ex-Dividend	Jun 12, 2025	$0.68
ALB	Ex-Dividend	Jun 13, 2025	$0.40
CB	Ex-Dividend	Jun 13, 2025	$0.97
ADP	Ex-Dividend	Jun 13, 2025	$1.54
CTAS	Pay Day	Jun 13, 2025	$0.39
DLR	Ex-Dividend	Jun 13, 2025	$1.22
GOOG	Pay Day	Jun 16, 2025	$0.21
MCD	Pay Day	Jun 16, 2025	$1.77
UNH	Ex-Dividend	Jun 16, 2025	$2.21
DOV	Pay Day	Jun 16, 2025	$0.52
ECL	Ex-Dividend	Jun 17, 2025	$0.65
EA	Pay Day	Jun 18, 2025	$0.19
VFC	Pay Day	Jun 18, 2025	$0.09
LIN	Pay Day	Jun 18, 2025	$1.50
UNH	Pay Day	Jun 24, 2025	$2.21
DLR	Pay Day	Jun 30, 2025	$1.22
ALB	Pay Day	Jul 1, 2025	$0.40
ADP	Pay Day	Jul 1, 2025	$1.54
NVDA	Pay Day	Jul 3, 2025	$0.01
SYY	Ex-Dividend	Jul 3, 2025	$0.54
GD	Ex-Dividend	Jul 3, 2025	$1.50
CB	Pay Day	Jul 3, 2025	$0.97
BABA	Pay Day	Jul 10, 2025	$0.95
TSM	Pay Day	Jul 10, 2025	$0.68
ECL	Pay Day	Jul 15, 2025	$0.65
PNR	Ex-Dividend	Jul 18, 2025	$0.25
LOW	Ex-Dividend	Jul 23, 2025	$1.20
SYY	Pay Day	Jul 25, 2025	$0.54
PNR	Pay Day	Aug 1, 2025	$0.25
LOW	Pay Day	Aug 6, 2025	$1.20
GD	Pay Day	Aug 8, 2025	$1.50
WMT	Ex-Dividend	Aug 15, 2025	$0.24
WMT	Pay Day	Sep 2, 2025	$0.24

Performance Metrics

Score 4.5/10

Beta

0.81

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.84

Jensen's Alpha

-0.85

-2

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.81

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Beta

0.81

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.84

Jensen's Alpha

-0.85

-2

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.81

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.57

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.79

High:

DLR

163.61

Low:

VFC

-83.5

Details

PEG Ratio

225.3

High:

HON

3,229.12

Low:

VFC

-88.57

Details

Price/Book

10.09

High:

ABBV

233.02

Low:

MCD

-64.5

Details

Price/Sales

6.68

High:

NVDA

23.52

Low:

SYY

0.44

Details

Price/CF

21.26

High:

AMD

48.52

Low:

5.07

Details

Price/FCF

44.51

High:

NUE

5,649.81

Low:

8.42

Details