Portfolio of ferlo18 on eToro

ferlo18

🇩🇪 Stock and ETF Value 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

-4.06%

This Month

-0.42%

Year To Date

+21.37%

2 Years

+36.41%

5 Years

+60.59%

10 Years

+10.49%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.6%
📊 ETFs
26.89%
🛍️ Retail Trade
10.09%
💇‍♀️ Consumer Services
7.43%
🍞 Consumer Non Durables
6.52%
🛠️ Producer Manufacturing
5.21%
💵 Cash
4.55%
🧬 Health Technology
3.44%
💰 Finance
2.65%
🏥 Health Services
2.48%
🪙 Cryptocurrencies
1.84%
🧪 Process Industries
1.82%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
55.48%
🇺🇸 NYSE
32.5%
🇺🇸 Chicago Board Options Exchange
3.31%
🇩🇪 Xetra ETFs
2.84%
🌍 Digital Currency
1.84%

Countries Breakdown

Country
Total

🇺🇸 United States
57.59%
🇺🇾 Uruguay
6.44%
🇩🇪 Germany
1.7%
🇧🇷 Brazil
1.51%

Dividends

Dividend Yield

0.52%

12 out of 38 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $NKE (3.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NKE	0.12%	3.76%	$1.45
JNJ	0.08%	2.29%	$4.81
UNH	0.06%	2.25%	$7.74
LEVI	0.05%	2.49%	$0.48
DPZ	0.04%	2.43%	$5.44
MSFT	0.04%	0.83%	$3
KO	0.04%	2.7%	$1.89
CRM	0.03%	0.9%	$0.4
SAP	0.02%	1.14%	$1.73
WYNN	0.02%	0.97%	$1
GOOG	0.02%	0.23%	$0.2
META	0.01%	0.34%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
JNJ	Pay Day	Jun 9, 2026	$1.34
MSFT	Pay Day	Jun 11, 2026	$0.91
CRM	Ex-Dividend	Jun 11, 2026	$0.44
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
DPZ	Ex-Dividend	Jun 15, 2026	$1.99
META	Pay Day	Jun 25, 2026	$0.53
DPZ	Pay Day	Jun 30, 2026	$1.99
KO	Pay Day	Jul 1, 2026	$0.53
NKE	Pay Day	Jul 1, 2026	$0.41
CRM	Pay Day	Jul 2, 2026	$0.44

Performance Metrics

Score 3.5/10

Beta

1.17

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

-4.49

-5

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.6

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

1.17

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

-4.49

-5

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.6

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.02

High:

ENPH

67.31

Low:

LMND

-27.75

Details

PEG Ratio

100.6

High:

META

376.16

Low:

LMND

-71.64

Details

Price/Book

7.8

High:

CMG

15.06

Low:

WYNN

-50.74

Details

Price/Sales

6.8

High:

GOOG

10.68

Low:

VITL

0.56

Details

Price/CF

17.02

High:

LMND

158.9

Low:

WYNN

7.68

Details

Price/FCF

57.54

High:

NKE

947.69

Low:

8.56

Details