Portfolio of davidmoalves on eToro

davidmoalves

🇵🇱 Stock Income Investor.

1 copier.

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

Summary

+5.91%

This Month

-0.92%

Year To Date

+35.34%

2 Years

+17.43%

5 Years

+75.97%

10 Years

+7.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.38%
🍞 Consumer Non Durables
15.55%
🧬 Health Technology
11.94%
💵 Cash
10.42%
📊 ETFs
9.31%
💇‍♀️ Consumer Services
6.87%
🛍️ Retail Trade
4.82%
🚗 Consumer Durables
3.57%
💼 Commercial Services
2.63%
💰 Finance
2.57%
💻 Electronic Technology
2.22%
🪙 Cryptocurrencies
1.63%
🚚 Transportation
1.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.17%
🇺🇸 NYSE
29.79%
🇩🇰 Copenhagen Stock Exchange
3.83%
🇩🇪 FRA
3.47%
🇵🇹 Euronext Lisbon
1.67%
🌍 Digital Currency
1.63%
🇪🇸 Bolsa De Madrid
1.61%
🇫🇷 Euronext Paris
0.96%
🇺🇸 Chicago Board Options Exchange
0.76%

Countries Breakdown

Country
Total

🇺🇸 United States
57.8%
🇩🇪 Germany
6.79%
🇩🇰 Denmark
3.83%
🇯🇵 Japan
3.57%
🇺🇾 Uruguay
2.37%
🇵🇹 Portugal
1.67%
🇪🇸 Spain
1.61%
🇫🇷 France
0.96%
🇮🇱 Israel
0.35%

Dividends

Dividend Yield

1.05%

18 out of 35 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $TEP.PA (8.19%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.17%	4.54%	$9.4
HMC	0.16%	4.43%	$0.65
NKE	0.15%	3.48%	$1.45
TEP.PA	0.08%	8.19%	$3.85
MCD	0.08%	2.36%	$6.53
ABBV	0.07%	3.3%	$6.06
LHA.DE	0.06%	4.22%	$0.3
PFE	0.05%	6.24%	$1.66
JMT.LSB	0.05%	2.8%	$0.66
QCOM	0.04%	2.55%	$3.25
SAP	0.04%	1.19%	$1.73
ADS.DE	0.03%	1.94%	$0.7
MAP.MC	0.03%	3.43%	$0.12
ITX.MC	0.02%	2.6%	$1.11
LLY	0.02%	0.68%	$4.86
META	0%	0.31%	$1
AAPL	0%	0.38%	$0.97
BOSS.DE	0%	0.11%	$1.35

Next Dividends

Stock	Type	Date	Pay Per Share
ITX.MC	Ex-Dividend	Apr 29, 2026	$1.02
ITX.MC	Pay Day	May 4, 2026	$1.02
ABBV	Pay Day	May 15, 2026	$1.73
TEP.PA	Ex-Dividend	May 26, 2026	$5.23
TEP.PA	Pay Day	May 28, 2026	$5.23
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
QCOM	Pay Day	Jun 25, 2026	$0.92

Performance Metrics

Score 4.6/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

0.03

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.33

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

0.03

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.33

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.14

High:

CELH

149.24

Low:

TEP.PA

6.48

Details

PEG Ratio

257.87

High:

ELF

1,243.17

Low:

TOST

2.97

Details

Price/Book

9.11

High:

AAPL

45.05

Low:

MCD

-121.85

Details

Price/Sales

4.68

High:

LLY

13.44

Low:

HMC

0.23

Details

Price/CF

22.54

High:

LLY

60.39

Low:

TEP.PA

2.55

Details

Price/FCF

50.69

High:

NKE

947.69

Low:

TEP.PA

3.92

Details

P/E Ratio

29.14

High:

CELH

149.24

Low:

TEP.PA

6.48

Details

PEG Ratio

257.87

High:

ELF

1,243.17

Low:

TOST

2.97

Details

Price/Book

9.11

High:

AAPL

45.05

Low:

MCD

-121.85

Details

Price/Sales

4.68

High:

LLY

13.44

Low:

HMC

0.23

Details

Price/CF

22.54

High:

LLY

60.39

Low:

TEP.PA

2.55

Details

Price/FCF

50.69

High:

NKE

947.69

Low:

TEP.PA

3.92

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.37%	Jun 2021	May 2025	47
-9.5%	Feb 2020	Apr 2020	2
-6.55%	Mar 2026	-	2
-2.46%	Sep 2020	Nov 2020	2
-1.35%	Jul 2025	Aug 2025	1
-0.41%	Jan 2026	Feb 2026	1
-0.18%	Dec 2019	Jan 2020	1

Monthly Performance

Portfolio of davidmoalves on eToro

davidmoalves

🇵🇱 Stock Income Investor.

1 copier.

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

Summary

+5.91%

This Month

-0.92%

Year To Date

+35.34%

2 Years

+17.43%

5 Years

+75.97%

10 Years

+7.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.38%
🍞 Consumer Non Durables
15.55%
🧬 Health Technology
11.94%
💵 Cash
10.42%
📊 ETFs
9.31%
💇‍♀️ Consumer Services
6.87%
🛍️ Retail Trade
4.82%
🚗 Consumer Durables
3.57%
💼 Commercial Services
2.63%
💰 Finance
2.57%
💻 Electronic Technology
2.22%
🪙 Cryptocurrencies
1.63%
🚚 Transportation
1.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.17%
🇺🇸 NYSE
29.79%
🇩🇰 Copenhagen Stock Exchange
3.83%
🇩🇪 FRA
3.47%
🇵🇹 Euronext Lisbon
1.67%
🌍 Digital Currency
1.63%
🇪🇸 Bolsa De Madrid
1.61%
🇫🇷 Euronext Paris
0.96%
🇺🇸 Chicago Board Options Exchange
0.76%

Countries Breakdown

Country
Total

🇺🇸 United States
57.8%
🇩🇪 Germany
6.79%
🇩🇰 Denmark
3.83%
🇯🇵 Japan
3.57%
🇺🇾 Uruguay
2.37%
🇵🇹 Portugal
1.67%
🇪🇸 Spain
1.61%
🇫🇷 France
0.96%
🇮🇱 Israel
0.35%

Dividends

Dividend Yield

1.05%

18 out of 35 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $TEP.PA (8.19%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.17%	4.54%	$9.4
HMC	0.16%	4.43%	$0.65
NKE	0.15%	3.48%	$1.45
TEP.PA	0.08%	8.19%	$3.85
MCD	0.08%	2.36%	$6.53
ABBV	0.07%	3.3%	$6.06
LHA.DE	0.06%	4.22%	$0.3
PFE	0.05%	6.24%	$1.66
JMT.LSB	0.05%	2.8%	$0.66
QCOM	0.04%	2.55%	$3.25
SAP	0.04%	1.19%	$1.73
ADS.DE	0.03%	1.94%	$0.7
MAP.MC	0.03%	3.43%	$0.12
ITX.MC	0.02%	2.6%	$1.11
LLY	0.02%	0.68%	$4.86
META	0%	0.31%	$1
AAPL	0%	0.38%	$0.97
BOSS.DE	0%	0.11%	$1.35

Next Dividends

Stock	Type	Date	Pay Per Share
ITX.MC	Ex-Dividend	Apr 29, 2026	$1.02
ITX.MC	Pay Day	May 4, 2026	$1.02
ABBV	Pay Day	May 15, 2026	$1.73
TEP.PA	Ex-Dividend	May 26, 2026	$5.23
TEP.PA	Pay Day	May 28, 2026	$5.23
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
QCOM	Pay Day	Jun 25, 2026	$0.92

Performance Metrics

Score 4.6/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

0.03

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.33

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

0.03

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

947.69

Low:

TEP.PA

3.92

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.37%	Jun 2021	May 2025	47
-9.5%	Feb 2020	Apr 2020	2
-6.55%	Mar 2026	-	2
-2.46%	Sep 2020	Nov 2020	2
-1.35%	Jul 2025	Aug 2025	1
-0.41%	Jan 2026	Feb 2026	1
-0.18%	Dec 2019	Jan 2020	1