Portfolio of alfierim on eToro

alfierim

🇩🇪 Value Stock Investor.

46 copiers.

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

Summary

+1.51%

Today

+3.51%

This Month

+1.73%

Year To Date

+34.92%

2 Years

+133.72%

5 Years

+14.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛠️ Producer Manufacturing
29.39%
💻 Electronic Technology
20.3%
🖥️ Technology Services
14.02%
📊 ETFs
11.6%
🚚 Transportation
8.75%
🚗 Consumer Durables
7.51%
💵 Cash
4.87%
💼 Commercial Services
3.65%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
60.27%
🇺🇸 NYSE
34.96%

Countries Breakdown

Country
Total

🇺🇸 United States
61.79%
🇵🇦 Panama
8.75%
🇬🇧 United Kingdom
7.09%
🇳🇱 Netherlands
5.99%

Dividends

Dividend Yield

1.41%

10 out of 13 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $CPA (6.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CPA	0.53%	6.04%	$4.86
NTAP	0.21%	1.95%	$2.02
CNH.US	0.14%	1.96%	$0.47
LRCX	0.12%	1.06%	$8
IWM	0.11%	1.27%	-
AMAT	0.1%	0.99%	$1.44
PHM	0.06%	0.86%	$0.76
ASML	0.05%	0.78%	$5.57
GOOG	0.05%	0.46%	$0.2
SPY	0.04%	1.29%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
AMAT	Pay Day	Jun 12, 2025	$0.46
CPA	Pay Day	Jun 13, 2025	$1.61
GOOG	Pay Day	Jun 16, 2025	$0.21
PHM	Ex-Dividend	Jun 17, 2025	$0.22
LRCX	Ex-Dividend	Jun 18, 2025	$0.23
PHM	Pay Day	Jul 2, 2025	$0.22
NTAP	Ex-Dividend	Jul 3, 2025	$0.52
LRCX	Pay Day	Jul 9, 2025	$0.23
NTAP	Pay Day	Jul 23, 2025	$0.52

Performance Metrics

Score 5.3/10

Beta

1.15

0.8

1.2

Sharpe Ratio

0.58

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

0.65

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

0.58

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

0.65

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

19.59

High:

ASML

31.49

Low:

CPA

7.12

Details

PEG Ratio

87.63

High:

ASML

147.93

Low:

GOOG

50.2

Details

Price/Book

6.36

High:

NTAP

21.34

Low:

PLAB

0.98

Details

Price/Sales

5.52

High:

ASML

8.91

Low:

CNH.US

0.83

Details

Price/CF

14.97

High:

ASML

21.43

Low:

CPA

3.8

Details

Price/FCF

28.68

High:

ASML

35.56

Low:

PYPL

10.92

Details