Portfolio of coolingman on eToro

coolingman

🇲🇾 Value Stock Investor.

179 copiers.

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

Summary

+1.09%

Today

+1.66%

This Month

+5.73%

Year To Date

+33.67%

2 Years

+109.82%

5 Years

+16.69%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
45.1%
🖥️ Technology Services
16.01%
⚡ Utilities
12.09%
💰 Finance
10.59%
💻 Electronic Technology
9.66%
🏥 Health Services
4.3%
💵 Cash
2.71%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55.81%
🇺🇸 Nasdaq
33.51%
🇭🇰 Hong Kong Exchanges
8.41%

Countries Breakdown

Country
Total

🇺🇸 United States
40.01%
🇨🇳 China
8.41%
🇹🇼 Taiwan
4.22%

Dividends

Dividend Yield

1.78%

15 out of 16 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $1398.HK (5.67%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOO	0.48%	1.37%	-
1398.HK	0.48%	5.67%	$0.33
NEE	0.17%	3.01%	$1.97
TLT	0.13%	4.21%	-
UNH	0.12%	2.83%	$7.74
AWK	0.1%	2.23%	$2.89
AEP	0.07%	3.61%	$3.47
GOOG	0.05%	0.46%	$0.2
TSM	0.05%	1.1%	$1.74
QQQ	0.04%	0.58%	-
BAC	0.04%	2.32%	$0.96
MSFT	0.03%	0.69%	$3
AAPL	0.02%	0.49%	$0.97
META	0%	0.29%	$1
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
AEP	Pay Day	Jun 10, 2025	$0.93
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
UNH	Ex-Dividend	Jun 16, 2025	$2.21
NEE	Pay Day	Jun 16, 2025	$0.57
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
BAC	Pay Day	Jun 27, 2025	$0.26
NVDA	Pay Day	Jul 3, 2025	$0.01
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 6.9/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

6.43

-2

Omega Ratio

1.29

1.5

2.5

Treynor Ratio

1.47

0.75

1.25

Information Ratio

0.34

0.3

0.6

Calmar Ratio

0.75

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

6.43

-2

Omega Ratio

1.29

1.5

2.5

Treynor Ratio

1.47

0.75

1.25

Information Ratio

0.34

0.3

0.6

Calmar Ratio

0.75

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.51

High:

NVDA

45.09

Low:

1398.HK

5.36

Details

PEG Ratio

114.21

High:

MSFT

298.79

Low:

UNH

27.34

Details

Price/Book

5.5

High:

AAPL

44.87

Low:

1398.HK

0.53

Details

Price/Sales

5.67

High:

NVDA

23.2

Low:

UNH

0.66

Details

Price/CF

15.17

High:

BRK.B

37.15

Low:

1398.HK

2.42

Details

Price/FCF

28.92

High:

NEE

2,356.18

Low:

1398.HK

3.51

Details