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

-1.14%

Today

+0.59%

This Month

+2.72%

Year To Date

+42.96%

2 Years

+128.31%

5 Years

+24.62%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
34.13%
📊 ETFs
18.45%
💰 Finance
15.26%
💇‍♀️ Consumer Services
9.9%
💻 Electronic Technology
9.49%
🖥️ Technology Services
3.01%
🧬 Health Technology
2.08%
⚡ Utilities
1.62%
🍞 Consumer Non Durables
1.45%
🛍️ Retail Trade
1.35%
🧪 Process Industries
0.6%
⛏️ Energy Minerals
0.43%
🚗 Consumer Durables
0.35%
🚚 Transportation
0.23%
🏭 Industrial Services
0.19%
📦 Distribution Services
0.18%
💼 Commercial Services
0.16%
🛠️ Producer Manufacturing
0.14%
📡 Communications
0.05%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.37%
🌍 Digital Currency
34.13%
🇺🇸 Nasdaq
19.58%
🇩🇪 Xetra ETFs
7.91%
🇬🇧 LSE
0.03%
🇫🇷 Euronext Paris
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
44.66%
🇬🇧 United Kingdom
0.44%
🇨🇳 China
0.41%
🇮🇪 Ireland
0.34%
🇨🇦 Canada
0.24%
🇹🇼 Taiwan
0.19%
🇳🇱 Netherlands
0.14%
🇫🇷 France
0.03%
🇮🇱 Israel
0.02%

Dividends

Dividend Yield

1.39%

82 out of 110 instruments pay dividend.

31 dividend payments in the next 30 days.

Highest Dividend: $MPW (7.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IRM	0.23%	2.96%	$2.6
VGWD.DE	0.19%	2.44%	-
O	0.13%	5.55%	$3.09
VNQ	0.11%	4.07%	-
OHI	0.1%	7.28%	$2.68
RCL	0.08%	0.95%	-
CCI	0.06%	5.86%	$6.26
JNJ	0.05%	3.2%	$4.81
FRT	0.05%	4.63%	$4.36
QQQ	0.04%	0.58%	-
WPC	0.03%	5.57%	$3.67
MPW	0.03%	7.28%	$0.6
NEE	0.02%	2.91%	$1.97
MCHI	0.02%	2.04%	-
AAPL	0.02%	0.51%	$0.97
DIS	0.01%	0.85%	$0.75
CNQ	0.01%	4.71%	$1.48
BBY	0.01%	5.4%	$3.72
CVX	0.01%	4.59%	$6.28
PEP	0.01%	4.17%	$5.15
TGT	0.01%	4.64%	$4.42
ES	0.01%	4.49%	$2.78
EVRG	0.01%	3.91%	$2.54
XEL	0.01%	3.29%	$2.13
EIX	0.01%	6.61%	$3.04
KO	0.01%	2.8%	$1.89
KMB	0.01%	3.77%	$4.8
MCD	0.01%	2.31%	$6.53
LMT	0.01%	2.7%	$12.45
MDT.US	0.01%	3.2%	$2.77
NKE	0.01%	2.55%	$1.45
SYY	0%	2.78%	$2.01
PFE	0%	6.92%	$1.66
APD	0%	2.53%	$7.04
PG	0%	2.53%	$3.83
ELS	0%	3.14%	$1.85
TXN	0%	2.74%	$5.14
MKC	0%	2.34%	$1.62
NOC	0%	1.65%	$7.67
ATO	0%	2.23%	$3.16
LHX	0%	1.84%	$4.6
CL	0%	2.22%	$1.96
GD	0%	2.07%	$5.48
ADI	0%	1.69%	$3.56
ADP	0%	1.96%	$5.45
MSFT	0%	0.7%	$3
LOW	0%	2.14%	$4.45
QCOM	0%	2.21%	$3.25
BDX	0%	2.34%	$3.76
LIN	0%	1.24%	$5.33
BABA	0%	0.92%	$0.98
AVGO	0%	0.92%	$19.7
T	0%	3.94%	$1.11
TSM	0%	1.07%	$1.74
RSG	0%	0.92%	$2.14
CHD	0%	1.18%	$1.11
SHW	0%	0.89%	$2.64
AMAT	0%	1%	$1.44
VOO	0%	1.29%	-
ORCL	0%	0.84%	$1.6
SPGI	0%	0.75%	$3.62
C	0%	2.93%	$2.12
RF.PA	0%	4.51%	$2.42
ASML	0%	0.77%	$5.57
NVDA	0%	0.03%	$0.02
JPM	0%	2%	$4.4
CRM	0%	0.63%	$0.4
BCS	0%	2.45%	$0.39
BRO	0%	0.54%	$0.51
META	0%	0.3%	$1
MU	0%	0.4%	$0.46
GS	0%	1.96%	$11
CASY	0%	0.41%	$1.79
GOOGL	0%	0.46%	$0.2
PUK	0%	1.93%	$0.41
DKS	0%	2.59%	$4.2
DELL	0%	1.69%	$1.63
RR.L	0%	0.69%	-
GOOG	0%	0.46%	$0.2
V	0%	0.65%	$2.01
DBRG	0%	0.39%	$0.04
NLOP	0%	-1.05%	$-0.34

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
NEE	Pay Day	Jun 16, 2025	$0.57
IRM	Ex-Dividend	Jun 16, 2025	$0.78
GOOGL	Pay Day	Jun 16, 2025	$0.21
BBY	Ex-Dividend	Jun 18, 2025	$0.95
NOC	Pay Day	Jun 18, 2025	$2.31
CRM	Ex-Dividend	Jun 18, 2025	$0.42
LHX	Pay Day	Jun 18, 2025	$1.20
LIN	Pay Day	Jun 18, 2025	$1.50
ADI	Pay Day	Jun 18, 2025	$0.99
MPW	Ex-Dividend	Jun 18, 2025	$0.08
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
EVRG	Pay Day	Jun 20, 2025	$0.67
DIS	Ex-Dividend	Jun 24, 2025	$0.50
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
LMT	Pay Day	Jun 27, 2025	$3.30
GS	Pay Day	Jun 27, 2025	$3.00
DKS	Pay Day	Jun 27, 2025	$1.21
ELS	Ex-Dividend	Jun 27, 2025	$0.52
PEP	Pay Day	Jun 30, 2025	$1.42
BDX	Pay Day	Jun 30, 2025	$1.04
ES	Pay Day	Jun 30, 2025	$0.75
AVGO	Pay Day	Jun 30, 2025	$0.59
CCI	Pay Day	Jun 30, 2025	$1.06
WPC	Ex-Dividend	Jun 30, 2025	$0.90
DBRG	Ex-Dividend	Jun 30, 2025	$0.01
KO	Pay Day	Jul 1, 2025	$0.51
NKE	Pay Day	Jul 1, 2025	$0.40
ADP	Pay Day	Jul 1, 2025	$1.54
APD	Ex-Dividend	Jul 1, 2025	$1.79
O	Ex-Dividend	Jul 1, 2025	$0.27
FRT	Ex-Dividend	Jul 1, 2025	$1.10
KMB	Pay Day	Jul 2, 2025	$1.26
RSG	Ex-Dividend	Jul 2, 2025	$0.58
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
SYY	Ex-Dividend	Jul 3, 2025	$0.54
GD	Ex-Dividend	Jul 3, 2025	$1.50
RCL	Pay Day	Jul 3, 2025	$0.75
IRM	Pay Day	Jul 3, 2025	$0.78
ORCL	Ex-Dividend	Jul 10, 2025	$0.50
BABA	Pay Day	Jul 10, 2025	$0.95
BBY	Pay Day	Jul 10, 2025	$0.95
CRM	Pay Day	Jul 10, 2025	$0.42
TSM	Pay Day	Jul 10, 2025	$0.68
ELS	Pay Day	Jul 11, 2025	$0.52
RSG	Pay Day	Jul 15, 2025	$0.58
O	Pay Day	Jul 15, 2025	$0.27
WPC	Pay Day	Jul 15, 2025	$0.90
FRT	Pay Day	Jul 15, 2025	$1.10
DBRG	Pay Day	Jul 15, 2025	$0.01
MPW	Pay Day	Jul 17, 2025	$0.08
CL	Ex-Dividend	Jul 18, 2025	$0.52
XEL	Pay Day	Jul 20, 2025	$0.57
DIS	Pay Day	Jul 23, 2025	$0.50
LOW	Ex-Dividend	Jul 23, 2025	$1.20
ORCL	Pay Day	Jul 24, 2025	$0.50
SYY	Pay Day	Jul 25, 2025	$0.54
JPM	Pay Day	Jul 31, 2025	$1.40
CASY	Ex-Dividend	Aug 1, 2025	$0.57
LOW	Pay Day	Aug 6, 2025	$1.20
GD	Pay Day	Aug 8, 2025	$1.50
APD	Pay Day	Aug 11, 2025	$1.79
TGT	Ex-Dividend	Aug 13, 2025	$1.14
CL	Pay Day	Aug 15, 2025	$0.52
CASY	Pay Day	Aug 15, 2025	$0.57
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
TGT	Pay Day	Sep 1, 2025	$1.14
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
MCHI	Pay Day	Dec 20, 2025	$0.89

Performance Metrics

Score 6.9/10

Beta

1.18

1.18

0

0.8

1.2

0

2

Sharpe Ratio

0.64

0.64

0

0.5

1

1.5

1.5

Sortino Ratio

1.52

1.52

0

1

2

3

3

Jensen's Alpha

10.37

10.37

-2

0

2

11

11

Omega Ratio

1.77

1.77

0

1

1.5

2.5

2.5

Treynor Ratio

1.44

1.44

0

0.75

1.25

2

2

Information Ratio

0.44

0.44

0

0.3

0.6

1

1

Calmar Ratio

0.74

0.74

0

0.3

0.6

1

1

Beta

1.18

1.18

0

0.8

1.2

0

2

Sharpe Ratio

0.64

0.64

0

0.5

1

1.5

1.5

Sortino Ratio

1.52

1.52

0

1

2

3

3

Jensen's Alpha

10.37

10.37

-2

0

2

11

11

Omega Ratio

1.77

1.77

0

1

1.5

2.5

2.5

Treynor Ratio

1.44

1.44

0

0.75

1.25

2

2

Information Ratio

0.44

0.44

0

0.3

0.6

1

1

Calmar Ratio

0.74

0.74

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.27

High:

PLTR

590.35

Low:

BATRK

-128.38

Details

PEG Ratio

336.96

High:

KO

10,317.52

Low:

LWLG

-292.65

Details

Price/Book

17.85

High:

CL

207.94

Low:

NIO

-139.34

Details

Price/Sales

9.59

High:

LWLG

1,884.89

Low:

BBY

0.37

Details

Price/CF

26.91

High:

ARM

286.48

Low:

GS

3.2

Details

Price/FCF

40.34

High:

PEP

5,253.35

Low:

GS

3.63

Details

P/E Ratio

36.27

High:

PLTR

590.35

Low:

BATRK

-128.38

Details

PEG Ratio

336.96

High:

KO

10,317.52

Low:

LWLG

-292.65

Details

Price/Book

17.85

High:

CL

207.94

Low:

NIO

-139.34

Details

Price/Sales

9.59

High:

LWLG

1,884.89

Low:

BBY

0.37

Details

Price/CF

26.91

High:

ARM

286.48

Low:

GS

3.2

Details

Price/FCF

40.34

High:

PEP

5,253.35

Low:

GS

3.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-28.02%	Sep 2021	Mar 2024	30
-13.26%	May 2021	Aug 2021	3
-11.61%	Dec 2024	-	7
-3.84%	Apr 2024	May 2024	1
-3.26%	Mar 2021	Apr 2021	1

Monthly Performance