Effective portfolio of alexmurzin on eToro

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alexmurzin

🇩🇰 Quant Stock Investor.

1 copier.

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%

Today

+1.49%

This Month

+9.14%

Year To Date

+32.31%

2 Years

+32.31%

5 Years

+17.35%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
87.55%
🍞 Consumer Non Durables
2.44%
💻 Electronic Technology
1.93%
⚡ Utilities
1.84%
🛍️ Retail Trade
1.15%
🧪 Process Industries
1.03%
🧬 Health Technology
0.84%
⛏️ Energy Minerals
0.68%
🖥️ Technology Services
0.62%
💰 Finance
0.52%
💇‍♀️ Consumer Services
0.42%
🏭 Industrial Services
0.33%
📦 Distribution Services
0.3%
💼 Commercial Services
0.28%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.12%
🇺🇸 Nasdaq
15.69%
🇺🇸 Chicago Board Options Exchange
7.84%
🇩🇪 Xetra ETFs
6.27%

Countries Breakdown

Country
Total

🇺🇸 United States
11.32%
🇨🇦 Canada
0.38%
🇬🇧 United Kingdom
0.38%
🇮🇪 Ireland
0.29%

Dividends

Dividend Yield

2.43%

59 out of 62 instruments pay dividend.

21 dividend payments in the next 30 days.

Highest Dividend: $EWZ (7.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.56%	3.97%	-
EWZ	0.23%	7.39%	-
FLKR	0.18%	5.91%	-
HYG	0.15%	5.83%	-
XLE	0.11%	3.5%	-
EWU	0.11%	3.53%	-
XLP	0.11%	2.46%	-
DIA.US	0.1%	1.52%	-
VTIP	0.09%	2.76%	-
EZU	0.07%	2.32%	-
EWJ	0.07%	2.12%	-
LIT	0.07%	1.04%	-
EWG	0.06%	1.91%	-
FXI	0.05%	1.52%	-
QUAL	0.05%	1.03%	-
XLF	0.04%	1.4%	-
SOXX	0.02%	0.72%	-
CNQ	0.02%	4.98%	$1.48
SMH	0.02%	0.45%	-
BBY	0.02%	5.18%	$3.72
CVX	0.01%	4.76%	$6.28
TGT	0.01%	4.6%	$4.42
ES	0.01%	4.48%	$2.78
NEE	0.01%	3%	$1.97
PEP	0.01%	4.22%	$5.15
EVRG	0.01%	4.05%	$2.54
XEL	0.01%	3.26%	$2.13
JNJ	0.01%	3.24%	$4.81
EIX	0.01%	5.98%	$3.04
IBB	0.01%	0.32%	-
KO	0.01%	2.79%	$1.89
KMB	0.01%	3.71%	$4.8
MCD	0.01%	2.27%	$6.53
NKE	0.01%	2.5%	$1.45
MDT.US	0.01%	3.21%	$2.77
LMT	0.01%	2.71%	$12.45
SYY	0.01%	2.78%	$2.01
APD	0.01%	2.54%	$7.04
PG	0.01%	2.49%	$3.83
ELS	0.01%	3.13%	$1.85
TXN	0.01%	2.8%	$5.14
MKC	0.01%	2.34%	$1.62
NOC	0.01%	1.73%	$7.67
ATO	0.01%	2.24%	$3.16
LHX	0.01%	1.93%	$4.6
CL	0.01%	2.24%	$1.96
GD	0.01%	2.11%	$5.48
ADI	0.01%	1.72%	$3.56
ADP	0.01%	1.84%	$5.45
LOW	0.01%	2.06%	$4.45
BDX	0.01%	2.35%	$3.76
LIN	0%	1.22%	$5.33
RSG	0%	0.92%	$2.14
CHD	0%	1.17%	$1.11
SHW	0%	0.84%	$2.64
MSFT	0%	0.69%	$3
SPGI	0%	0.72%	$3.62
BRO	0%	0.52%	$0.51
CASY	0%	0.45%	$1.79

Next Dividends

Stock	Type	Date	Pay Per Share
BDX	Ex-Dividend	Jun 9, 2025	$1.04
ATO	Pay Day	Jun 9, 2025	$0.87
CVX	Pay Day	Jun 10, 2025	$1.71
JNJ	Pay Day	Jun 10, 2025	$1.30
SPGI	Pay Day	Jun 11, 2025	$0.96
MSFT	Pay Day	Jun 12, 2025	$0.83
KO	Ex-Dividend	Jun 13, 2025	$0.51
ADP	Ex-Dividend	Jun 13, 2025	$1.54
XEL	Ex-Dividend	Jun 13, 2025	$0.57
MCD	Pay Day	Jun 16, 2025	$1.77
NEE	Pay Day	Jun 16, 2025	$0.57
EWG	Pay Day	Jun 17, 2025	$0.00
BBY	Ex-Dividend	Jun 18, 2025	$0.95
NOC	Pay Day	Jun 18, 2025	$2.31
LHX	Pay Day	Jun 18, 2025	$1.20
LIN	Pay Day	Jun 18, 2025	$1.50
ADI	Pay Day	Jun 18, 2025	$0.99
EVRG	Pay Day	Jun 20, 2025	$0.67
LMT	Pay Day	Jun 27, 2025	$3.30
ELS	Ex-Dividend	Jun 27, 2025	$0.52
PEP	Pay Day	Jun 30, 2025	$1.42
BDX	Pay Day	Jun 30, 2025	$1.04
ES	Pay Day	Jun 30, 2025	$0.75
KO	Pay Day	Jul 1, 2025	$0.51
NKE	Pay Day	Jul 1, 2025	$0.40
ADP	Pay Day	Jul 1, 2025	$1.54
APD	Ex-Dividend	Jul 1, 2025	$1.79
KMB	Pay Day	Jul 2, 2025	$1.26
RSG	Ex-Dividend	Jul 2, 2025	$0.58
SYY	Ex-Dividend	Jul 3, 2025	$0.54
GD	Ex-Dividend	Jul 3, 2025	$1.50
BBY	Pay Day	Jul 10, 2025	$0.95
ELS	Pay Day	Jul 11, 2025	$0.52
RSG	Pay Day	Jul 15, 2025	$0.58
XEL	Pay Day	Jul 20, 2025	$0.57
LOW	Ex-Dividend	Jul 23, 2025	$1.20
SYY	Pay Day	Jul 25, 2025	$0.54
LOW	Pay Day	Aug 6, 2025	$1.20
GD	Pay Day	Aug 8, 2025	$1.50
APD	Pay Day	Aug 11, 2025	$1.79
EWU	Pay Day	Dec 20, 2025	$0.00
EWJ	Pay Day	Dec 20, 2025	$0.00
FXI	Pay Day	Dec 20, 2025	$0.45
EWZ	Pay Day	Dec 20, 2025	$1.09
EZU	Pay Day	Dec 20, 2025	$0.33
SMH	Pay Day	Dec 24, 2025	$0.00
FLKR	Pay Day	Dec 30, 2025	$0.06

Performance Metrics

Score 6.4/10

Beta

0.73

0.73

0

0.8

1.2

0

2

Sharpe Ratio

1.04

1.04

0

0.5

1

2

2

Sortino Ratio

1.75

1.75

0

1

2

3

3

Jensen's Alpha

2.6

2.6

-2

0

2

4.5

4.5

Omega Ratio

0.92

0.92

0

1

1.5

2.5

2.5

Treynor Ratio

1.26

1.26

0

0.75

1.25

2

2

Information Ratio

-0.11

-0.11

-1

0.3

0.6

1

1

Calmar Ratio

3.29

3.29

0

0.3

0.6

4

4

Beta

0.73

0.73

0

0.8

1.2

0

2

Sharpe Ratio

1.04

1.04

0

0.5

1

2

2

Sortino Ratio

1.75

1.75

0

1

2

3

3

Jensen's Alpha

2.6

2.6

-2

0

2

4.5

4.5

Omega Ratio

0.92

0.92

0

1

1.5

2.5

2.5

Treynor Ratio

1.26

1.26

0

0.75

1.25

2

2

Information Ratio

-0.11

-0.11

-1

0.3

0.6

1

1

Calmar Ratio

3.29

3.29

0

0.3

0.6

4

4

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.28

High:

ADI

60.51

Low:

EIX

7.63

Details

PEG Ratio

740.4

High:

KO

10,192.65

Low:

EIX

3.63

Details

Price/Book

6.78

High:

CL

201.46

Low:

MCD

-63.63

Details

Price/Sales

4.57

High:

MSFT

13

Low:

BBY

0.38

Details

Price/CF

19.24

High:

KO

282.33

Low:

EIX

4.38

Details

Price/FCF

64.76

High:

PEP

5,253.35

Low:

CNQ

19.52

Details

P/E Ratio

28.28

High:

ADI

60.51

Low:

EIX

7.63

Details

PEG Ratio

740.4

High:

KO

10,192.65

Low:

EIX

3.63

Details

Price/Book

6.78

High:

CL

201.46

Low:

MCD

-63.63

Details

Price/Sales

4.57

High:

MSFT

13

Low:

BBY

0.38

Details

Price/CF

19.24

High:

KO

282.33

Low:

EIX

4.38

Details

Price/FCF

64.76

High:

PEP

5,253.35

Low:

CNQ

19.52

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-4.97%	Apr 2024	Jun 2024	2
-3.06%	Dec 2024	Jan 2025	1
-2.51%	Mar 2025	May 2025	2
-0.88%	Oct 2024	Nov 2024	1
-0.68%	Oct 2023	Nov 2023	1

Monthly Performance