Effective portfolio of everysteph on eToro

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everysteph

🇮🇹 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

-0.28%

Today

+12.28%

This Month

+3.35%

Year To Date

+70.33%

2 Years

+80.99%

5 Years

+10.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.65%
🛍️ Retail Trade
22.92%
🪙 Cryptocurrencies
16.11%
💇‍♀️ Consumer Services
10.16%
💰 Finance
9.86%
💻 Electronic Technology
8.15%
💼 Commercial Services
2.79%
🍞 Consumer Non Durables
2.46%
🧬 Health Technology
0.74%
🛠️ Producer Manufacturing
0.34%
📊 ETFs
0.32%
💵 Cash
0.3%
⛏️ Energy Minerals
0.08%
🚗 Consumer Durables
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
66.01%
🇺🇸 NYSE
17.17%
🌍 Digital Currency
16.11%
🇨🇭 SIX
0.13%
🇳🇱 Euronext Amsterdam
0.08%
🇬🇧 LSE
0.07%
🇭🇰 Hong Kong Exchanges
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
66.4%
🇺🇾 Uruguay
8.22%
🇱🇺 Luxembourg
3.24%
🇨🇦 Canada
2.79%
🇹🇼 Taiwan
1.24%
🇨🇳 China
0.84%
🇨🇭 Switzerland
0.13%
🇰🇾 Cayman Islands
0.1%
🇳🇱 Netherlands
0.08%
🇰🇷 South Korea
0.07%
🇯🇵 Japan
0.05%
🇮🇪 Ireland
0.03%

Dividends

Dividend Yield

0.45%

31 out of 49 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $F (6.94%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBUX	0.05%	2.8%	$2.24
MSFT	0.05%	0.71%	$3
DIS	0.04%	0.88%	$0.75
O	0.04%	5.63%	$3.09
PEP	0.04%	4.16%	$5.15
AAPL	0.03%	0.48%	$0.97
KO	0.03%	2.76%	$1.89
GOOG	0.03%	0.48%	$0.2
JNJ	0.02%	3.32%	$4.81
META	0.02%	0.32%	$1
V	0.02%	0.63%	$2.01
MCD	0.01%	2.16%	$6.53
TSM	0.01%	1.14%	$1.74
PG	0.01%	2.5%	$3.83
BABA	0.01%	0.83%	$0.98
MMM	0.01%	1.87%	$5.21
VNQ	0%	4.11%	-
VEA	0%	2.95%	-
CVX	0%	4.7%	$6.28
REET	0%	3.58%	-
F	0%	6.94%	$0.78
ROG.ZU	0%	3.74%	$9.6
SMSN.L	0%	2.35%	$23.68
NESN.ZU	0%	3.52%	$3
UBSG.ZU	0%	2.66%	$0.64
AXP	0%	0.97%	$2.6
ASML.NV	0%	0.97%	$6.1
MA	0%	0.49%	$2.46
CRM	0%	0.56%	$0.4
0700.HK	0%	0.88%	$3.4
SONY	0%	0.37%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
MMM	Ex-Dividend	May 23, 2025	$0.73
JNJ	Ex-Dividend	May 27, 2025	$1.30
SBUX	Pay Day	May 30, 2025	$0.61
0700.HK	Pay Day	May 30, 2025	$0.58
V	Pay Day	Jun 2, 2025	$0.59
F	Pay Day	Jun 2, 2025	$0.15
O	Ex-Dividend	Jun 2, 2025	$0.27
PEP	Ex-Dividend	Jun 6, 2025	$1.42
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
CVX	Pay Day	Jun 10, 2025	$1.71
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
MMM	Pay Day	Jun 12, 2025	$0.73
TSM	Ex-Dividend	Jun 12, 2025	$0.68
KO	Ex-Dividend	Jun 13, 2025	$0.51
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
DIS	Ex-Dividend	Jun 24, 2025	$0.50
PEP	Pay Day	Jun 30, 2025	$1.42
KO	Pay Day	Jul 1, 2025	$0.51
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 4.2/10

Beta

1.13

1.13

0

0.8

1.2

0

2

Sharpe Ratio

0.35

0.35

0

0.5

1

1.5

1.5

Sortino Ratio

0.54

0.54

0

1

2

3

3

Jensen's Alpha

-0.31

-0.31

-2

0

2

4.5

4.5

Omega Ratio

1.04

1.04

0

1

1.5

2.5

2.5

Treynor Ratio

0.72

0.72

0

0.75

1.25

2

2

Information Ratio

0.04

0.04

0

0.3

0.6

1

1

Calmar Ratio

0.18

0.18

0

0.3

0.6

1

1

Beta

1.13

1.13

0

0.8

1.2

0

2

Sharpe Ratio

0.35

0.35

0

0.5

1

1.5

1.5

Sortino Ratio

0.54

0.54

0

1

2

3

3

Jensen's Alpha

-0.31

-0.31

-2

0

2

4.5

4.5

Omega Ratio

1.04

1.04

0

1

1.5

2.5

2.5

Treynor Ratio

0.72

0.72

0

0.75

1.25

2

2

Information Ratio

0.04

0.04

0

0.3

0.6

1

1

Calmar Ratio

0.18

0.18

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.26

High:

PLTR

565.59

Low:

DKNG

-45.23

Details

PEG Ratio

369.88

High:

KO

10,285.41

Low:

DKNG

-148.76

Details

Price/Book

9.4

High:

MA

79.57

Low:

MCD

-65.95

Details

Price/Sales

5.95

High:

PLTR

106.14

Low:

F

0.24

Details

Price/CF

19.69

High:

KO

282.33

Low:

F

2.27

Details

Price/FCF

47.81

High:

PEP

5,253.35

Low:

NU

5.19

Details

P/E Ratio

30.26

High:

PLTR

565.59

Low:

DKNG

-45.23

Details

PEG Ratio

369.88

High:

KO

10,285.41

Low:

DKNG

-148.76

Details

Price/Book

9.4

High:

MA

79.57

Low:

MCD

-65.95

Details

Price/Sales

5.95

High:

PLTR

106.14

Low:

F

0.24

Details

Price/CF

19.69

High:

KO

282.33

Low:

F

2.27

Details

Price/FCF

47.81

High:

PEP

5,253.35

Low:

NU

5.19

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-49.23%	Nov 2021	Nov 2024	36
-29.01%	Oct 2018	May 2019	7
-26.98%	Jul 2019	Dec 2020	17
-16.21%	Feb 2025	-	4
-6.13%	Sep 2021	Oct 2021	1
-2.63%	Feb 2021	Mar 2021	1
-2.06%	Dec 2024	Jan 2025	1
-0.7%	May 2021	Jun 2021	1
-0.11%	Jul 2021	Aug 2021	1

Monthly Performance