Portfolio of daniel4653 on eToro

daniel4653

🇦🇹 ETF and Stock Market Neutral Investor.

384 copiers.

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

Summary

+0.06%

Today

+1.31%

This Month

+11.72%

Year To Date

+26.22%

2 Years

+66.68%

5 Years

+6.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
46.05%
💵 Cash
21.64%
🍞 Consumer Non Durables
11.98%
🪙 Cryptocurrencies
8.19%
🖥️ Technology Services
8.14%
🧬 Health Technology
6.27%
⛏️ Energy Minerals
3.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.08%
🇬🇧 LSE
24.76%
🌍 Digital Currency
8.19%
🇺🇸 Nasdaq
8.14%
🇺🇸 Chicago Board Options Exchange
4.51%
🇨🇭 SIX
4.18%
🇩🇰 Copenhagen Stock Exchange
2.15%

Countries Breakdown

Country
Total

🇺🇸 United States
16.39%
🇬🇧 United Kingdom
6.73%
🇨🇭 Switzerland
4.18%
🇩🇰 Denmark
2.15%
🇮🇱 Israel
0.32%

Dividends

Dividend Yield

1.38%

11 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ILTB (4.97%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ILTB	0.31%	4.97%	-
NESN.ZU	0.16%	3.93%	$3
SHEL.L	0.14%	4.1%	$0.8
KO	0.13%	2.88%	$1.89
JNJ	0.13%	3.1%	$4.81
EWG	0.11%	1.81%	-
ULVR.L	0.11%	3.39%	$1.47
IEMG	0.11%	2.95%	-
FXI	0.07%	1.52%	-
NOVO-B.CO	0.06%	2.75%	$9.4
XLV	0.05%	1.76%	-

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
JNJ	Pay Day	Sep 9, 2025	$1.30
KO	Ex-Dividend	Sep 15, 2025	$0.51
KO	Pay Day	Oct 1, 2025	$0.51

Performance Metrics

Score 4.3/10

Beta

0.44

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

-0.14

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

-0.14

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.23

High:

NFLX

52.83

Low:

SHEL.L

15.29

Details

PEG Ratio

2,471.91

High:

9,978.59

Low:

JNJ

59.95

Details

Price/Book

6.35

High:

NFLX

21.42

Low:

SHEL.L

1.13

Details

Price/Sales

3.7

High:

NFLX

12.92

Low:

SHEL.L

0.72

Details

Price/CF

20.07

High:

282.33

Low:

SHEL.L

4.53

Details