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

+2.26%

This Month

+20.95%

Year To Date

+53.09%

2 Years

+41.9%

5 Years

+114.82%

10 Years

+9.92%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.66%
🍞 Consumer Non Durables
12.14%
💇‍♀️ Consumer Services
9.34%
🛍️ Retail Trade
8.08%
🚗 Consumer Durables
6.93%
🧬 Health Technology
6.8%
💵 Cash
6.57%
🚚 Transportation
6.17%
💰 Finance
4.73%
💻 Electronic Technology
4.3%
🛠️ Producer Manufacturing
3.59%
💼 Commercial Services
3.12%
📊 ETFs
1.88%
🏭 Industrial Services
0.69%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.18%
🇺🇸 NYSE
31.22%
🇩🇪 FRA
9.84%
🇵🇹 Euronext Lisbon
6.11%
🇫🇷 Euronext Paris
1.74%
🇪🇸 Bolsa De Madrid
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
67.35%
🇩🇪 Germany
9.84%
🇵🇹 Portugal
6.11%
🇫🇷 France
1.74%
🇬🇧 United Kingdom
1.38%
🇪🇸 Spain
1.33%
🇮🇪 Ireland
1.28%
🇩🇰 Denmark
1.22%
🇸🇬 Singapore
0.65%
🇨🇳 China
0.64%

Dividends

Dividend Yield

1.34%

24 out of 44 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $MBG.DE (8.57%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JMT.LSB	0.22%	3.54%	$0.66
VOW3.DE	0.18%	7.61%	$9.06
LHA.DE	0.17%	4.69%	$0.3
PEP	0.11%	4.28%	$5.15
MBG.DE	0.11%	8.57%	$5.3
BMW.DE	0.1%	7.58%	$6
MCD	0.08%	3.02%	$6.53
ZTS	0.07%	2.58%	$1.67
NKE	0.06%	4.4%	$1.45
SBUX	0.05%	2.46%	$2.24
ITX.MC	0.03%	2.5%	$1.11
MC.PA	0.03%	1.44%	$13
ADS.DE	0.02%	1.78%	$0.7
ORCL	0.02%	1.59%	$1.6
RYAAY	0.02%	1.42%	$0.93
NVO	0.01%	1.04%	$0.98
PYPL	0.01%	0.98%	-
MMM	0.01%	1.77%	$5.21
WM	0.01%	1.53%	$2.9
CAT	0.01%	0.9%	$5.31
AZN	0.01%	0.62%	$1.42
BABA	0.01%	1.03%	$0.98
AAPL	0%	0.3%	$0.97
GEHC	0%	0.2%	$0.12

Next Dividends

Stock	Type	Date	Pay Per Share
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
ITX.MC	Ex-Dividend	Oct 29, 2026	$0.64
ITX.MC	Pay Day	Nov 2, 2026	$0.64
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
GEHC	Pay Day	Nov 13, 2026	$0.04
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
MMM	Ex-Dividend	Nov 24, 2026	$0.78
MCD	Ex-Dividend	Dec 1, 2026	$1.86
NKE	Ex-Dividend	Dec 1, 2026	$0.41
PEP	Ex-Dividend	Dec 4, 2026	$1.48
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
WM	Ex-Dividend	Dec 11, 2026	$0.94
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
CAT	Ex-Dividend	Jan 20, 2027	$1.51
ZTS	Ex-Dividend	Jan 20, 2027	$0.53
GEHC	Ex-Dividend	Jan 23, 2027	$0.04
AZN	Ex-Dividend	Feb 7, 2027	$0.52
NVO	Ex-Dividend	Feb 17, 2027	$1.22
RYAAY	Ex-Dividend	Mar 11, 2027	$0.46
MBG.DE	Ex-Dividend	Apr 17, 2027	$4.06
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
JMT.LSB	Ex-Dividend	May 8, 2027	$0.76
LHA.DE	Ex-Dividend	May 13, 2027	$0.39
BMW.DE	Ex-Dividend	May 14, 2027	$5.15
BABA	Ex-Dividend	Jun 11, 2027	$1.05
VOW3.DE	Ex-Dividend	Jun 19, 2027	$6.04

Performance Metrics

Score 6.1/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.15

Jensen's Alpha

2.72

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

-0.23

-1

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.15

Jensen's Alpha

2.72

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

-0.23

-1

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

35.54

High:

TSLA

351.88

Low:

RKLB

-261.16

Details

PEG Ratio

53.59

High:

NOW

441

Low:

AMSC

0.01

Details

Price/Book

8.24

High:

LYV

482.91

Low:

MCD

-161.19

Details

Price/Sales

3.89

High:

IONQ

64.1

Low:

VOW3.DE

0.11

Details

Price/CF

21.28

High:

TTWO

93.06

Low:

VOW3.DE

Details

Price/FCF

40.29

High:

BABA

1,196.17

Low:

PYPL

6.14

Details