Portfolio of fikusir on eToro

fikusir

🇨🇿 Momentum Stock Investor.

14 copiers.

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

Summary

+1.32%

Today

+1.58%

This Month

+9.55%

Year To Date

+60.27%

2 Years

+109.47%

5 Years

+30.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
16.3%
🖥️ Technology Services
15.79%
💻 Electronic Technology
12.8%
💵 Cash
10.1%
🧬 Health Technology
8.39%
🛍️ Retail Trade
6.2%
💇‍♀️ Consumer Services
5.82%
🚗 Consumer Durables
5.38%
📊 ETFs
4.68%
💼 Commercial Services
3.1%
🛠️ Producer Manufacturing
2.66%
🏥 Health Services
2.48%
🪨 Non Energy Minerals
2.43%
🧪 Process Industries
1.64%
📦 Distribution Services
1.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.07%
🇺🇸 Nasdaq
32.34%
🇩🇪 FRA
6.32%
🇳🇱 Euronext Amsterdam
2.66%
🇨🇭 SIX
2.62%
🇫🇷 Euronext Paris
1.17%
🇬🇧 LSE
0.64%

Countries Breakdown

Country
Total

🇺🇸 United States
59.88%
🇩🇪 Germany
8.99%
🇳🇱 Netherlands
3.83%
🇨🇳 China
3.5%
🇬🇧 United Kingdom
3.31%
🇨🇭 Switzerland
2.62%
🇦🇺 Australia
1.19%
🇮🇱 Israel
0.47%
🇨🇦 Canada
0.34%

Dividends

Dividend Yield

1.25%

30 out of 43 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $DOW (9.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MBG.DE	0.32%	8.36%	$5.3
ROG.ZU	0.09%	3.62%	$9.6
VOW3.DE	0.09%	6.94%	$9.06
UNH	0.07%	2.83%	$7.74
DB	0.07%	2.62%	$0.49
VOO	0.06%	1.37%	-
DELL	0.06%	1.63%	$1.63
MCD	0.06%	2.28%	$6.53
NUE	0.04%	1.79%	$2.13
BNR.DE	0.04%	3.46%	$2.1
AJG	0.03%	0.76%	$2.3
CARD.L	0.03%	5.19%	$0.05
GOOG	0.03%	0.46%	$0.2
BABA	0.03%	0.87%	$0.98
ARES	0.03%	2.37%	$3.4
MSFT	0.03%	0.69%	$3
DOW	0.02%	9.88%	$2.8
INTC	0.02%	2.47%	$0.5
DIS	0.02%	0.88%	$0.75
ASM.NV	0.02%	0.59%	$2.75
AIR.PA	0.01%	1.21%	$1.8
CRM	0.01%	0.59%	$0.4
BRO	0.01%	0.53%	$0.51
AAPL	0.01%	0.49%	$0.97
COST	0.01%	0.47%	$19.22
PARAA	0.01%	0.89%	$0.2
LLY	0.01%	0.73%	$4.86
MA	0.01%	0.48%	$2.46
YMM	0%	0.67%	$0.13
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
LLY	Pay Day	Jun 10, 2025	$1.50
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
DOW	Pay Day	Jun 13, 2025	$0.70
GOOG	Pay Day	Jun 16, 2025	$0.21
MCD	Pay Day	Jun 16, 2025	$1.77
UNH	Ex-Dividend	Jun 16, 2025	$2.21
ARES	Ex-Dividend	Jun 16, 2025	$1.12
PARAA	Ex-Dividend	Jun 16, 2025	$0.05
AJG	Pay Day	Jun 20, 2025	$0.65
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
CARD.L	Pay Day	Jun 27, 2025	$0.05
ARES	Pay Day	Jun 30, 2025	$1.12
PARAA	Pay Day	Jul 1, 2025	$0.05
NVDA	Pay Day	Jul 3, 2025	$0.01
BABA	Pay Day	Jul 10, 2025	$0.95
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 8.3/10

Beta

1.08

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.8

Jensen's Alpha

16.42

-2

Omega Ratio

2.44

1.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

1.13

0.3

0.6

Calmar Ratio

1.99

0.3

0.6

Beta

1.08

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.8

Jensen's Alpha

16.42

-2

Omega Ratio

2.44

1.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

1.13

0.3

0.6

Calmar Ratio

1.99

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.99

High:

ARM

173.87

Low:

LAC

-13,500

Details

PEG Ratio

55.95

High:

632.71

Low:

LAC

-18,899.99

Details

Price/Book

5.65

High:

LAC

1,011.24

Low:

MCD

-63.96

Details

Price/Sales

4.8

High:

ARM

34.43

Low:

LAC

Details

Price/CF

19.37

High:

ARM

286.48

Low:

1.03

Details

Price/FCF

36.42

High:

NUE

5,649.81

Low:

1.09

Details