Portfolio of erickmoraes5 on eToro

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erickmoraes5

🇦🇪 Stock and Copy Trading Investor.

1 copier.

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

Effective Portfolio

Summary

-0.26%

Today

-0.56%

This Month

-6.11%

Year To Date

+39.01%

2 Years

+108.69%

5 Years

+22.79%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
36.53%
📊 ETFs
18.65%
💰 Finance
14.94%
👥 Copy Trading
11.86%
💇‍♀️ Consumer Services
7.69%
💻 Electronic Technology
6.13%
🧬 Health Technology
1.78%
🖥️ Technology Services
0.65%
⚡ Utilities
0.55%
🚗 Consumer Durables
0.21%
📡 Communications
0.06%
🍞 Consumer Non Durables
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
36.68%
🌍 Digital Currency
36.56%
🇺🇸 Nasdaq
17.94%
🇩🇪 Xetra ETFs
7.78%
🇬🇧 LSE
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
42.22%
🇨🇳 China
0.4%
🇬🇧 United Kingdom
0.38%
🇮🇪 Ireland
0.31%
🇨🇦 Canada
0.24%
🇹🇼 Taiwan
0.11%
🇳🇱 Netherlands
0.09%
🇰🇾 Cayman Islands
0.02%

Dividends

Dividend Yield

1.48%

24 out of 37 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IRM	0.24%	3.4%	$2.6
DividendGrowth	0.22%	2.66%	-
VGWD.DE	0.19%	2.44%	-
O	0.15%	5.45%	$3.09
VNQ	0.12%	4.01%	-
OHI	0.11%	7.05%	$2.68
CCI	0.08%	6.12%	$6.26
RCL	0.06%	0.82%	-
FRT	0.06%	4.64%	$4.36
JNJ	0.05%	3.23%	$4.81
QQQ	0.04%	0.64%	-
MPW	0.04%	7.32%	$0.6
WPC	0.04%	5.76%	$3.67
NEE	0.02%	3.14%	$1.97
MCHI	0.02%	1.99%	-
AAPL	0.02%	0.49%	$0.97
BigTech	0.01%	0.43%	-
rubymza	0.01%	1.27%	-
PFE	0.01%	7.55%	$1.66
T	0%	4.08%	$1.11
VOO	0%	1.36%	-
PEP	0%	3.81%	$5.15
NVDA	0%	0.04%	$0.02
NLOP	0%	-1.05%	$-0.34

Next Dividends

Stock	Type	Date	Pay Per Share
SYY (DividendGrowth)	Pay Day	Apr 25, 2025	$0.51
ASML (BigTech)	Ex-Dividend	Apr 28, 2025	$1.92
EIX (DividendGrowth)	Pay Day	Apr 30, 2025	$0.83
TXN (DividendGrowth)	Ex-Dividend	Apr 30, 2025	$1.36
JPM (rubymza)	Pay Day	Apr 30, 2025	$1.40
T	Pay Day	May 1, 2025	$0.28
O	Ex-Dividend	May 1, 2025	$0.27
CASY (DividendGrowth)	Ex-Dividend	May 1, 2025	$0.50
DELL (rubymza)	Pay Day	May 2, 2025	$0.52
C (rubymza)	Ex-Dividend	May 5, 2025	$0.56
ASML (BigTech)	Pay Day	May 6, 2025	$1.92
LOW (DividendGrowth)	Pay Day	May 7, 2025	$1.15
PFE	Ex-Dividend	May 9, 2025	$0.43
GD (DividendGrowth)	Pay Day	May 9, 2025	$1.50
WMT (rubymza)	Ex-Dividend	May 9, 2025	$0.24
APD (DividendGrowth)	Pay Day	May 12, 2025	$1.79
TXN (DividendGrowth)	Pay Day	May 13, 2025	$1.36
TGT (DividendGrowth)	Ex-Dividend	May 14, 2025	$1.12
O	Pay Day	May 15, 2025	$0.27
MSFT (DividendGrowth)	Ex-Dividend	May 15, 2025	$0.83
PG (DividendGrowth)	Pay Day	May 15, 2025	$1.06
CL (DividendGrowth)	Pay Day	May 15, 2025	$0.52
CASY (DividendGrowth)	Pay Day	May 15, 2025	$0.50
MSFT (rubymza)	Ex-Dividend	May 15, 2025	$0.83
MSFT (BigTech)	Ex-Dividend	May 15, 2025	$0.83
SHW (DividendGrowth)	Ex-Dividend	May 16, 2025	$0.79
AMAT (BigTech)	Ex-Dividend	May 22, 2025	$0.46
C (rubymza)	Pay Day	May 23, 2025	$0.56
JNJ	Ex-Dividend	May 27, 2025	$1.30
JNJ (DividendGrowth)	Ex-Dividend	May 27, 2025	$1.30
WMT (rubymza)	Pay Day	May 27, 2025	$0.24
GS (rubymza)	Ex-Dividend	May 30, 2025	$3.00
TGT (DividendGrowth)	Pay Day	Jun 1, 2025	$1.12
LHX (DividendGrowth)	Ex-Dividend	Jun 3, 2025	$1.20
QCOM (BigTech)	Ex-Dividend	Jun 5, 2025	$0.89
SHW (DividendGrowth)	Pay Day	Jun 6, 2025	$0.79
JNJ	Pay Day	Jun 10, 2025	$1.30
JNJ (DividendGrowth)	Pay Day	Jun 10, 2025	$1.30
MSFT (DividendGrowth)	Pay Day	Jun 12, 2025	$0.83
MSFT (rubymza)	Pay Day	Jun 12, 2025	$0.83
TSM (rubymza)	Ex-Dividend	Jun 12, 2025	$0.68
MSFT (BigTech)	Pay Day	Jun 12, 2025	$0.83
AMAT (BigTech)	Pay Day	Jun 12, 2025	$0.46
TSM (BigTech)	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
ADP (DividendGrowth)	Ex-Dividend	Jun 13, 2025	$1.54
MCHI	Pay Day	Jun 17, 2025	$0.00
LHX (DividendGrowth)	Pay Day	Jun 18, 2025	$1.20
QCOM (BigTech)	Pay Day	Jun 26, 2025	$0.89
GS (rubymza)	Pay Day	Jun 27, 2025	$3.00
HUM (rubymza)	Ex-Dividend	Jun 27, 2025	$0.88
ADP (DividendGrowth)	Pay Day	Jul 1, 2025	$1.54
TSM (rubymza)	Pay Day	Jul 10, 2025	$0.68
TSM (BigTech)	Pay Day	Jul 10, 2025	$0.68
HUM (rubymza)	Pay Day	Jul 25, 2025	$0.88

Performance Metrics

Score 6.7/10

Beta

1.18

1.18

0

0.8

1.2

0

2

Sharpe Ratio

0.6

0.6

0

0.5

1

1.5

1.5

Sortino Ratio

1.42

1.42

0

1

2

3

3

Jensen's Alpha

10.24

10.24

-2

0

2

11

11

Omega Ratio

1.73

1.73

0

1

1.5

2.5

2.5

Treynor Ratio

1.37

1.37

0

0.75

1.25

2

2

Information Ratio

0.42

0.42

0

0.3

0.6

1

1

Calmar Ratio

0.69

0.69

0

0.3

0.6

1

1

Beta

1.18

1.18

0

0.8

1.2

0

2

Sharpe Ratio

0.6

0.6

0

0.5

1

1.5

1.5

Sortino Ratio

1.42

1.42

0

1

2

3

3

Jensen's Alpha

10.24

10.24

-2

0

2

11

11

Omega Ratio

1.73

1.73

0

1

1.5

2.5

2.5

Treynor Ratio

1.37

1.37

0

0.75

1.25

2

2

Information Ratio

0.42

0.42

0

0.3

0.6

1

1

Calmar Ratio

0.69

0.69

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.54

High:

IRM

138.76

Low:

LLYVA

-78.73

Details

PEG Ratio

74.49

High:

JNJ

467.41

Low:

AI

-223.31

Details

Price/Book

24.01

High:

AAPL

46.1

Low:

CCI

-334.52

Details

Price/Sales

8.99

High:

NVDA

19.45

Low:

WBD

0.52

Details

Price/CF

35.16

High:

BATRK

143.93

Low:

T

4.24

Details

Price/FCF

49.96

High:

PEP

5,253.35

Low:

WBD

5.86

Details

P/E Ratio

32.54

High:

IRM

138.76

Low:

LLYVA

-78.73

Details

PEG Ratio

74.49

High:

JNJ

467.41

Low:

AI

-223.31

Details

Price/Book

24.01

High:

AAPL

46.1

Low:

CCI

-334.52

Details

Price/Sales

8.99

High:

NVDA

19.45

Low:

WBD

0.52

Details

Price/CF

35.16

High:

BATRK

143.93

Low:

T

4.24

Details

Price/FCF

49.96

High:

PEP

5,253.35

Low:

WBD

5.86

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-28.02%	Sep 2021	Mar 2024	30
-13.26%	May 2021	Aug 2021	3
-11.88%	Dec 2024	-	5
-3.84%	Apr 2024	May 2024	1
-3.26%	Mar 2021	Apr 2021	1

Monthly Performance