Effective portfolio of erickmoraes5 on eToro

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erickmoraes5

🇦🇪 Stock 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

+0.48%

Today

+0.18%

This Month

-5.41%

Year To Date

+40.04%

2 Years

+110.24%

5 Years

+23.04%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
36.56%
📊 ETFs
18.65%
💰 Finance
15.54%
💻 Electronic Technology
8.58%
💇‍♀️ Consumer Services
7.98%
🧬 Health Technology
2.36%
🖥️ Technology Services
2.24%
⚡ Utilities
1.79%
🍞 Consumer Non Durables
1.71%
🛍️ Retail Trade
1.24%
🧪 Process Industries
0.66%
⛏️ Energy Minerals
0.44%
🚗 Consumer Durables
0.32%
🏭 Industrial Services
0.21%
📦 Distribution Services
0.2%
💼 Commercial Services
0.17%
🚚 Transportation
0.15%
🛠️ Producer Manufacturing
0.09%
📡 Communications
0.06%
🏥 Health Services
0.03%

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%

79 out of 106 instruments pay dividend.

16 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
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%	-
JNJ	0.06%	3.23%	$4.81
FRT	0.06%	4.64%	$4.36
QQQ	0.04%	0.64%	-
MPW	0.04%	7.32%	$0.6
WPC	0.04%	5.76%	$3.67
NEE	0.03%	3.14%	$1.97
AAPL	0.02%	0.49%	$0.97
MCHI	0.02%	1.99%	-
CNQ	0.01%	5.28%	$1.48
BBY	0.01%	5.94%	$3.72
TGT	0.01%	4.86%	$4.42
CVX	0.01%	4.83%	$6.28
PEP	0.01%	3.81%	$5.15
ES	0.01%	5%	$2.78
EVRG	0.01%	3.85%	$2.54
XEL	0.01%	3.09%	$2.13
EIX	0.01%	5.53%	$3.04
KO	0.01%	2.68%	$1.89
KMB	0.01%	3.69%	$4.8
MCD	0.01%	2.16%	$6.53
MDT.US	0.01%	3.34%	$2.77
LMT	0.01%	2.78%	$12.45
NKE	0.01%	2.68%	$1.45
SYY	0.01%	2.8%	$2.01
PFE	0.01%	7.55%	$1.66
APD	0.01%	2.68%	$7.04
PG	0.01%	2.46%	$3.83
ELS	0.01%	3.1%	$1.85
TXN	0.01%	3.54%	$5.14
MKC	0%	2.27%	$1.62
NOC	0%	1.74%	$7.67
ATO	0%	2.1%	$3.16
LHX	0%	2.18%	$4.6
CL	0%	2.15%	$1.96
GD	0%	2.17%	$5.48
ADI	0%	2.05%	$3.56
ADP	0%	2.05%	$5.45
LOW	0%	2.11%	$4.45
BDX	0%	1.97%	$3.76
LIN	0%	1.26%	$5.33
MSFT	0%	0.87%	$3
T	0%	4.08%	$1.11
QCOM	0%	2.45%	$3.25
RSG	0%	0.94%	$2.14
CHD	0%	1.12%	$1.11
SHW	0%	0.91%	$2.64
C	0%	3.38%	$2.12
BABA	0%	0.82%	$0.98
VOO	0%	1.36%	-
AVGO	0%	1.26%	$19.7
GS	0%	2.27%	$11
TSM	0%	1.3%	$1.74
SPGI	0%	0.78%	$3.62
NVDA	0%	0.04%	$0.02
BCS	0%	2.73%	$0.39
AMAT	0%	1.16%	$1.44
ORCL	0%	1.29%	$1.6
JPM	0%	2.1%	$4.4
BRO	0%	0.47%	$0.51
CASY	0%	0.44%	$1.79
ASML	0%	0.88%	$5.57
CRM	0%	0.65%	$0.4
MU	0%	0.63%	$0.46
META	0%	0.39%	$1
GOOGL	0%	0.52%	$0.2
HUM	0%	1.34%	$3.54
DELL	0%	2.09%	$1.63
WMT	0%	0.99%	$0.81
GOOG	0%	0.51%	$0.2
RR.L	0%	0.83%	-
DBRG	0%	0.49%	$0.04
NLOP	0%	-1.05%	$-0.34

Next Dividends

Stock	Type	Date	Pay Per Share
SYY	Pay Day	Apr 25, 2025	$0.51
ASML	Ex-Dividend	Apr 28, 2025	$1.92
JPM	Pay Day	Apr 30, 2025	$1.40
EIX	Pay Day	Apr 30, 2025	$0.83
TXN	Ex-Dividend	Apr 30, 2025	$1.36
T	Pay Day	May 1, 2025	$0.28
CASY	Ex-Dividend	May 1, 2025	$0.50
O	Ex-Dividend	May 1, 2025	$0.27
DELL	Pay Day	May 2, 2025	$0.52
C	Ex-Dividend	May 5, 2025	$0.56
OHI	Ex-Dividend	May 5, 2025	$0.67
ASML	Pay Day	May 6, 2025	$1.92
LOW	Pay Day	May 7, 2025	$1.15
PFE	Ex-Dividend	May 9, 2025	$0.43
WMT	Ex-Dividend	May 9, 2025	$0.24
GD	Pay Day	May 9, 2025	$1.50
APD	Pay Day	May 12, 2025	$1.79
TXN	Pay Day	May 13, 2025	$1.36
TGT	Ex-Dividend	May 14, 2025	$1.12
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
CL	Pay Day	May 15, 2025	$0.52
CASY	Pay Day	May 15, 2025	$0.50
O	Pay Day	May 15, 2025	$0.27
OHI	Pay Day	May 15, 2025	$0.67
SHW	Ex-Dividend	May 16, 2025	$0.79
AMAT	Ex-Dividend	May 22, 2025	$0.46
C	Pay Day	May 23, 2025	$0.56
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
GS	Ex-Dividend	May 30, 2025	$3.00
TGT	Pay Day	Jun 1, 2025	$1.12
LHX	Ex-Dividend	Jun 3, 2025	$1.20
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
SHW	Pay Day	Jun 6, 2025	$0.79
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
ADP	Ex-Dividend	Jun 13, 2025	$1.54
MCHI	Pay Day	Jun 17, 2025	$0.19
LHX	Pay Day	Jun 18, 2025	$1.20
QCOM	Pay Day	Jun 26, 2025	$0.89
GS	Pay Day	Jun 27, 2025	$3.00
HUM	Ex-Dividend	Jun 27, 2025	$0.88
ADP	Pay Day	Jul 1, 2025	$1.54
TSM	Pay Day	Jul 10, 2025	$0.68
HUM	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

31.55

High:

CRDO

2,955.47

Low:

LLYVA

-78.73

Details

PEG Ratio

109.33

High:

CRDO

2,637.53

Low:

AI

-223.31

Details

Price/Book

17.34

High:

CL

359.87

Low:

CCI

-334.52

Details

Price/Sales

8.08

High:

LWLG

1,127.22

Low:

HUM

0.27

Details

Price/CF

32.14

High:

CRDO

1,118.95

Low:

GS

2.57

Details

Price/FCF

50.12

High:

PEP

5,253.35

Low:

GS

2.82

Details

P/E Ratio

31.55

High:

CRDO

2,955.47

Low:

LLYVA

-78.73

Details

PEG Ratio

109.33

High:

CRDO

2,637.53

Low:

AI

-223.31

Details

Price/Book

17.34

High:

CL

359.87

Low:

CCI

-334.52

Details

Price/Sales

8.08

High:

LWLG

1,127.22

Low:

HUM

0.27

Details

Price/CF

32.14

High:

CRDO

1,118.95

Low:

GS

2.57

Details

Price/FCF

50.12

High:

PEP

5,253.35

Low:

GS

2.82

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