Effective portfolio of havohejCheng on eToro

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havohejCheng

🇹🇼 ETF and 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

+0.41%

This Month

+10.2%

Year To Date

+37.28%

2 Years

+36.56%

5 Years

+66.09%

10 Years

+8.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
49.25%
💵 Cash
26.86%
🖥️ Technology Services
16.56%
⛏️ Energy Minerals
3.25%
💰 Finance
3.17%
🛍️ Retail Trade
1.77%
🍞 Consumer Non Durables
1.07%
🧬 Health Technology
0.81%
💻 Electronic Technology
0.4%
🚗 Consumer Durables
0.35%
💼 Commercial Services
0.29%
🚚 Transportation
0.26%
🏭 Industrial Services
0.25%
💇‍♀️ Consumer Services
0.22%
📦 Distribution Services
0.18%
🏥 Health Services
0.17%
🪙 Cryptocurrencies
0.15%
⚡ Utilities
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
39.93%
🇺🇸 NYSE
27.89%
🇺🇸 Chicago Board Options Exchange
7.58%
🇩🇪 Xetra ETFs
1.54%
🇬🇧 LSE
1.04%
🌍 Digital Currency
0.15%
🇫🇷 Euronext Paris
0.06%
🇩🇰 Copenhagen Stock Exchange
0.01%
🇭🇰 Hong Kong Exchanges
0%

Countries Breakdown

Country
Total

🇺🇸 United States
25.5%
🇬🇧 United Kingdom
2.06%
🇨🇭 Switzerland
0.29%
🇮🇱 Israel
0.27%
🇨🇳 China
0.23%
🇯🇴 Jordan
0.14%
🇵🇦 Panama
0.13%
🇯🇵 Japan
0.08%
🇫🇷 France
0.06%
🇺🇾 Uruguay
0.01%
🇩🇰 Denmark
0.01%

Dividends

Dividend Yield

1.05%

48 out of 102 instruments pay dividend.

17 dividend payments in the next 30 days.

Highest Dividend: $CPA (5.5%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.29%	4.3%	-
IEF	0.16%	3.7%	-
VTI	0.13%	1.22%	-
USMV	0.1%	1.57%	-
SHEL	0.08%	3.97%	$2.7
QQQ	0.07%	0.51%	-
XOM	0.04%	3.63%	$3.76
KO	0.03%	2.97%	$1.89
WCLD	0.03%	1.68%	-
MSFT	0.02%	0.67%	$3
GILD	0.02%	2.73%	$3.04
GOOG	0.01%	0.35%	$0.2
ITOT	0.01%	1.24%	-
IVV	0.01%	1.29%	-
CPA	0.01%	5.5%	$4.86
CNXC	0.01%	2.48%	$1.18
ROST	0.01%	1.05%	$1.41
MA	0.01%	0.5%	$2.46
SOXX	0%	0.69%	-
IS04.DE	0%	2.83%	-
MTDR	0%	2.48%	$0.75
HRI	0%	2%	$2.6
BABA	0%	0.76%	$0.98
WAL	0%	1.67%	$1.47
WCC	0%	0.81%	$1.58
KWEB	0%	3%	-
IWG.L	0%	0.5%	$0.01
IGIC	0%	0.62%	$0.06
MCD	0%	2.26%	$6.53
UNH	0%	2.74%	$7.74
V	0%	0.69%	$2.01
AWK	0%	2.23%	$2.89
WM	0%	1.47%	$2.9
RSG	0%	1.03%	$2.14
TMF	0%	4.1%	-
CTAS	0%	0.79%	$5.4
MSCI	0%	1.26%	$5.96
IHI	0%	0.44%	-
COST	0%	0.51%	$19.22
AAPL	0%	0.43%	$0.97
NTDOY	0%	0.61%	$0.24
NOVO-B.CO	0%	3.33%	$9.4
SONY	0%	0.35%	$0.49
FLG	0%	0.31%	$0.4
CQQQ	0%	0.25%	-
NVDA	0%	0.02%	$0.02
SSO	0%	-0.81%	-
TQQQ	0%	-1.11%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
ROST	Ex-Dividend	Sep 9, 2025	$0.40
XOM	Pay Day	Sep 10, 2025	$0.99
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
WM	Ex-Dividend	Sep 12, 2025	$0.82
WCC	Ex-Dividend	Sep 12, 2025	$0.45
TDG	Pay Day	Sep 12, 2025	$90.00
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
UNH	Ex-Dividend	Sep 15, 2025	$2.21
GILD	Ex-Dividend	Sep 15, 2025	$0.79
CTAS	Pay Day	Sep 15, 2025	$0.45
CPA	Pay Day	Sep 15, 2025	$1.61
MCD	Pay Day	Sep 16, 2025	$1.77
IGIC	Pay Day	Sep 16, 2025	$0.05
FLG	Pay Day	Sep 17, 2025	$0.01
IWG.L	Ex-Dividend	Sep 18, 2025	$0.01
SHEL	Pay Day	Sep 22, 2025	$0.72
UNH	Pay Day	Sep 23, 2025	$2.21
WM	Pay Day	Sep 26, 2025	$0.82
GILD	Pay Day	Sep 29, 2025	$0.79
ROST	Pay Day	Sep 30, 2025	$0.40
WCC	Pay Day	Sep 30, 2025	$0.45
KO	Pay Day	Oct 1, 2025	$0.51
NVDA	Pay Day	Oct 2, 2025	$0.01
RSG	Ex-Dividend	Oct 2, 2025	$0.62
RSG	Pay Day	Oct 15, 2025	$0.62
IWG.L	Pay Day	Oct 17, 2025	$0.01
KWEB	Pay Day	Dec 18, 2025	$0.00
CQQQ	Pay Day	Dec 27, 2025	$0.00

Performance Metrics

Score 4.1/10

Beta

0.67

0.67

0

0.8

1.2

0

2

Sharpe Ratio

0.51

0.51

0

0.5

1

1.5

1.5

Sortino Ratio

0.77

0.77

0

1

2

3

3

Jensen's Alpha

-1.43

-1.43

-2

0

2

4.5

4.5

Omega Ratio

0.62

0.62

0

1

1.5

2.5

2.5

Treynor Ratio

0.85

0.85

0

0.75

1.25

2

2

Information Ratio

-0.61

-0.61

-1

0.3

0.6

1

1

Calmar Ratio

0.29

0.29

0

0.3

0.6

1

1

Beta

0.67

0.67

0

0.8

1.2

0

2

Sharpe Ratio

0.51

0.51

0

0.5

1

1.5

1.5

Sortino Ratio

0.77

0.77

0

1

2

3

3

Jensen's Alpha

-1.43

-1.43

-2

0

2

4.5

4.5

Omega Ratio

0.62

0.62

0

1

1.5

2.5

2.5

Treynor Ratio

0.85

0.85

0

0.75

1.25

2

2

Information Ratio

-0.61

-0.61

-1

0.3

0.6

1

1

Calmar Ratio

0.29

0.29

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.1

High:

PLTR

518.91

Low:

ZS

-1,000.19

Details

PEG Ratio

-173.03

High:

AAPL

24,779.06

Low:

ZS

-3,222.65

Details

Price/Book

6.54

High:

MA

68.72

Low:

MCD

-81.96

Details

Price/Sales

6.94

High:

PLTR

116.31

Low:

NOTV

0.11

Details

Price/CF

20.48

High:

KO

233.26

Low:

ONIT

0.89

Details

Price/FCF

52.07

High:

CFLT

516.32

Low:

ONIT

0.95

Details

P/E Ratio

29.1

High:

PLTR

518.91

Low:

ZS

-1,000.19

Details

PEG Ratio

-173.03

High:

AAPL

24,779.06

Low:

ZS

-3,222.65

Details

Price/Book

6.54

High:

MA

68.72

Low:

MCD

-81.96

Details

Price/Sales

6.94

High:

PLTR

116.31

Low:

NOTV

0.11

Details

Price/CF

20.48

High:

KO

233.26

Low:

ONIT

0.89

Details

Price/FCF

52.07

High:

CFLT

516.32

Low:

ONIT

0.95

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-30.51%	Nov 2021	Jan 2025	38
-8.34%	Feb 2020	May 2020	3
-4.99%	Sep 2020	Nov 2020	2
-4.45%	Sep 2021	Oct 2021	1
-3.9%	Feb 2025	May 2025	3
-3.24%	Feb 2021	Apr 2021	2
-0.39%	Dec 2019	Jan 2020	1

Monthly Performance