Portfolio of fikusir on eToro

fikusir

🇨🇿 Stock Momentum Investor.

12 copiers.

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

Summary

-0.3%

This Month

+17.14%

Year To Date

+78.31%

2 Years

+123.97%

5 Years

+123.97%

10 Years

+30.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.04%
💻 Electronic Technology
13.93%
💰 Finance
11.1%
🧬 Health Technology
9.15%
💵 Cash
8.71%
🚗 Consumer Durables
5.38%
💇‍♀️ Consumer Services
4.53%
🍞 Consumer Non Durables
4.32%
🛠️ Producer Manufacturing
4.23%
🧪 Process Industries
3.17%
💼 Commercial Services
2.71%
🛍️ Retail Trade
2.66%
🏥 Health Services
2.38%
📡 Communications
2.33%
⛏️ Energy Minerals
1.53%
📦 Distribution Services
0.95%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
41.26%
🇺🇸 NYSE
31.4%
🇩🇪 FRA
9.21%
🇨🇭 SIX
2.57%
🇬🇧 LSE
2.21%
🇳🇱 Euronext Amsterdam
2.05%
🇩🇰 Copenhagen Stock Exchange
1.59%
🇫🇷 Euronext Paris
0.13%

Countries Breakdown

Country
Total

🇺🇸 United States
63.72%
🇩🇪 Germany
9.21%
🇬🇧 United Kingdom
7.08%
🇮🇱 Israel
3.51%
🇨🇭 Switzerland
2.57%
🇳🇱 Netherlands
2.05%
🇩🇰 Denmark
1.59%
🇨🇦 Canada
0.33%
🇨🇳 China
0.22%
🇫🇷 France
0.13%

Dividends

Dividend Yield

1.37%

28 out of 46 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $DOW (10.25%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MBG.DE	0.31%	8.07%	$5.3
VOD	0.09%	4.01%	$0.94
ROG.ZU	0.09%	3.53%	$9.6
PEP	0.09%	3.83%	$5.15
VOW3.DE	0.08%	6.35%	$9.06
DELL	0.07%	1.53%	$1.63
UNH	0.07%	2.78%	$7.74
HON	0.07%	2.1%	$4.27
MDLZ	0.06%	3.14%	$1.7
SHEL.L	0.06%	4.02%	$0.8
MCD	0.05%	2.24%	$6.53
NOVO-B.CO	0.05%	3.28%	$9.4
BNR.DE	0.04%	4.04%	$2.1
AJG	0.03%	0.85%	$2.3
SAP.DE	0.03%	1.02%	$2.2
CARD.L	0.03%	4.62%	$0.05
CAT	0.03%	1.37%	$5.31
DIS	0.02%	0.85%	$0.75
DOW	0.02%	10.25%	$2.8
ASM.NV	0.01%	0.72%	$2.75
INTU	0.01%	0.65%	$3.6
CRM	0.01%	0.67%	$0.4
BRO	0.01%	0.63%	$0.51
COST	0.01%	0.52%	$19.22
LLY	0.01%	0.78%	$4.86
MA	0.01%	0.5%	$2.46
INTC	0%	0.51%	$0.5
YMM	0%	0.62%	$0.13

Next Dividends

Stock	Type	Date	Pay Per Share
LLY	Pay Day	Sep 10, 2025	$1.50
DOW	Pay Day	Sep 12, 2025	$0.35
UNH	Ex-Dividend	Sep 15, 2025	$2.21
MCD	Pay Day	Sep 16, 2025	$1.77
AJG	Pay Day	Sep 19, 2025	$0.65
SHEL.L	Pay Day	Sep 22, 2025	$0.36
UNH	Pay Day	Sep 23, 2025	$2.21
PEP	Pay Day	Sep 30, 2025	$1.42
MDLZ	Ex-Dividend	Sep 30, 2025	$0.50
INTU	Ex-Dividend	Oct 9, 2025	$1.20
YMM	Ex-Dividend	Oct 10, 2025	$0.10
MDLZ	Pay Day	Oct 14, 2025	$0.50
INTU	Pay Day	Oct 17, 2025	$1.20
DELL	Ex-Dividend	Oct 21, 2025	$0.52
YMM	Pay Day	Oct 27, 2025	$0.10
DELL	Pay Day	Oct 31, 2025	$0.52

Performance Metrics

Score 8.3/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.99

0.5

1.5

Sortino Ratio

1.93

Jensen's Alpha

14.52

-2

Omega Ratio

2.2

1.5

Treynor Ratio

1.75

0.75

1.25

Information Ratio

1.01

0.3

0.6

Calmar Ratio

2.07

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.99

0.5

1.5

Sortino Ratio

1.93

Jensen's Alpha

14.52

-2

Omega Ratio

2.2

1.5

Treynor Ratio

1.75

0.75

1.25

Information Ratio

1.01

0.3

0.6

Calmar Ratio

2.07

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.71

High:

MNDY

246.11

Low:

HUBS

-2,053.56

Details

PEG Ratio

809.83

High:

HON

11,483.57

Low:

HUBS

-3,493.49

Details

Price/Book

3.22

High:

68.72

Low:

MCD

-81.96

Details

Price/Sales

2.55

High:

ARM

35.01

Low:

LAC

Details

Price/CF

19.73

High:

ARM

169.04

Low:

VOD

1.61

Details

Price/FCF

42.99

High:

PEP

5,253.35

Low:

VOD

2.89

Details