Portfolio of investoby on eToro

investoby

🇪🇸 Stock Income Investor.

8 copiers.

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

Summary

+3.66%

This Month

+3.66%

Year To Date

+34.38%

2 Years

+43.49%

5 Years

+43.49%

10 Years

+16.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.49%
🏭 Industrial Services
13.25%
🧬 Health Technology
12.14%
⛏️ Energy Minerals
9.69%
📊 ETFs
6.46%
🍞 Consumer Non Durables
6.35%
⚡ Utilities
5.8%
🧩 Miscellaneous
4.86%
🖥️ Technology Services
3.05%
🚚 Transportation
3.04%
🏥 Health Services
1.97%
📡 Communications
1.79%
💻 Electronic Technology
0.97%
🛍️ Retail Trade
0.71%
💵 Cash
0.26%
🧪 Process Industries
0.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.55%
🇺🇸 Nasdaq
11.39%
🇳🇴 Oslo Stock Exchange
5.55%
🇫🇷 Euronext Paris
4.6%
🇬🇧 LSE
2.14%
🇮🇹 Borsa Italiana
1.66%
🇩🇰 Copenhagen Stock Exchange
0.85%

Countries Breakdown

Country
Total

🇺🇸 United States
61.29%
🇩🇰 Denmark
6.33%
🇳🇴 Norway
5.55%
🇫🇷 France
4.6%
🇧🇲 Bermuda
4.14%
🇨🇦 Canada
3.29%
🇧🇷 Brazil
2.53%
🇬🇧 United Kingdom
2.14%
🇮🇹 Italy
1.66%
🇳🇱 Netherlands
1.16%
🇮🇱 Israel
0.6%

Dividends

Dividend Yield

5.58%

42 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ZIM (19.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WES	0.4%	8.86%	$2.59
AKRBP.OL	0.38%	9.53%	$24.77
CSWC	0.32%	10.89%	$2.27
CTO	0.32%	8.37%	$1.52
PFE	0.26%	6.77%	$1.66
ET	0.25%	7.54%	$1.25
MPCC.OL	0.25%	15.57%	$5.9
TRIN	0.24%	12.67%	$2.01
VICI	0.23%	6.13%	$1.66
PBR	0.21%	8.24%	$1.73
BIP	0.21%	5.02%	$0.41
O	0.18%	5.25%	$3.09
LGEN.L	0.18%	8.25%	$0.2
ARCC	0.17%	9.3%	$1.62
MPLX	0.16%	7.1%	$3.33
TU	0.16%	8.93%	$1.11
STWD	0.16%	10.54%	$1.92
ABR	0.15%	16.58%	$1.72
REXR	0.14%	4.34%	$1.6
ARE	0.14%	8.15%	$5.02
ZIM	0.12%	19.88%	$0.23
MO	0.12%	6.81%	$3.92
NVO	0.11%	2.03%	$0.98
MC.PA	0.1%	2.25%	$13
ENEL.MI	0.09%	5.47%	$0.43
CVX	0.08%	4.13%	$6.28
EPD	0.08%	6.64%	$2.03
MAERSKB.CO	0.06%	7.6%	$515
OKE	0.06%	5.57%	$3.89
ENB	0.05%	5.75%	$2.66
BMY	0.05%	4.61%	$2.34
MAIN	0.04%	4.82%	$2.85
JNJ	0.03%	2.41%	$4.81
FMC	0.03%	11.83%	$2.32
SU	0.02%	3.36%	$1.59
ABBV	0.02%	3.13%	$6.06
DVN	0.02%	2.63%	$2.05
META	0%	0.35%	$1
MSFT	0%	0.77%	$3
GOOG	0%	0.26%	$0.2
AAPL	0%	0.42%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.66

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.3

Jensen's Alpha

-2

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.1

0.75

1.25

Information Ratio

-0.81

-1

0.3

0.6

Calmar Ratio

1.62

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.3

Jensen's Alpha

-2

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.1

0.75

1.25

Information Ratio

-0.81

-1

0.3

0.6

Calmar Ratio

1.62

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.98

High:

ABBV

161.5

Low:

LMND

-32.93

Details

PEG Ratio

286.26

High:

3,157.55

Low:

LMND

-150.92

Details

Price/Book

5.56

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.51

High:

NBIS

62.89

Low:

ZIM

0.34

Details

Price/CF

15.21

High:

NBIS

172.05

Low:

ZIM

0.61

Details

Price/FCF

54.19

High:

REXR

1,118.76

Low:

ZIM

1.1

Details

P/E Ratio

25.98

High:

ABBV

161.5

Low:

LMND

-32.93

Details

PEG Ratio

286.26

High:

3,157.55

Low:

LMND

-150.92

Details

Price/Book

5.56

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.51

High:

NBIS

62.89

Low:

ZIM

0.34

Details

Price/CF

15.21

High:

NBIS

172.05

Low:

ZIM

0.61

Details

Price/FCF

54.19

High:

REXR

1,118.76

Low:

ZIM

1.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.29%	Aug 2023	Dec 2023	4
-6.26%	Mar 2025	Jul 2025	4
-4.83%	Dec 2024	Feb 2025	2
-3.95%	Apr 2024	May 2024	1
-1.26%	Oct 2025	Nov 2025	1
-1.25%	Oct 2024	Nov 2024	1
-0.99%	Dec 2025	Jan 2026	1
-0.75%	Jan 2024	Mar 2024	2
-0.49%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of investoby on eToro

investoby

🇪🇸 Stock Income Investor.

8 copiers.

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

Summary

+3.66%

This Month

+3.66%

Year To Date

+34.38%

2 Years

+43.49%

5 Years

+43.49%

10 Years

+16.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.49%
🏭 Industrial Services
13.25%
🧬 Health Technology
12.14%
⛏️ Energy Minerals
9.69%
📊 ETFs
6.46%
🍞 Consumer Non Durables
6.35%
⚡ Utilities
5.8%
🧩 Miscellaneous
4.86%
🖥️ Technology Services
3.05%
🚚 Transportation
3.04%
🏥 Health Services
1.97%
📡 Communications
1.79%
💻 Electronic Technology
0.97%
🛍️ Retail Trade
0.71%
💵 Cash
0.26%
🧪 Process Industries
0.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.55%
🇺🇸 Nasdaq
11.39%
🇳🇴 Oslo Stock Exchange
5.55%
🇫🇷 Euronext Paris
4.6%
🇬🇧 LSE
2.14%
🇮🇹 Borsa Italiana
1.66%
🇩🇰 Copenhagen Stock Exchange
0.85%

Countries Breakdown

Country
Total

🇺🇸 United States
61.29%
🇩🇰 Denmark
6.33%
🇳🇴 Norway
5.55%
🇫🇷 France
4.6%
🇧🇲 Bermuda
4.14%
🇨🇦 Canada
3.29%
🇧🇷 Brazil
2.53%
🇬🇧 United Kingdom
2.14%
🇮🇹 Italy
1.66%
🇳🇱 Netherlands
1.16%
🇮🇱 Israel
0.6%

Dividends

Dividend Yield

5.58%

42 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ZIM (19.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WES	0.4%	8.86%	$2.59
AKRBP.OL	0.38%	9.53%	$24.77
CSWC	0.32%	10.89%	$2.27
CTO	0.32%	8.37%	$1.52
PFE	0.26%	6.77%	$1.66
ET	0.25%	7.54%	$1.25
MPCC.OL	0.25%	15.57%	$5.9
TRIN	0.24%	12.67%	$2.01
VICI	0.23%	6.13%	$1.66
PBR	0.21%	8.24%	$1.73
BIP	0.21%	5.02%	$0.41
O	0.18%	5.25%	$3.09
LGEN.L	0.18%	8.25%	$0.2
ARCC	0.17%	9.3%	$1.62
MPLX	0.16%	7.1%	$3.33
TU	0.16%	8.93%	$1.11
STWD	0.16%	10.54%	$1.92
ABR	0.15%	16.58%	$1.72
REXR	0.14%	4.34%	$1.6
ARE	0.14%	8.15%	$5.02
ZIM	0.12%	19.88%	$0.23
MO	0.12%	6.81%	$3.92
NVO	0.11%	2.03%	$0.98
MC.PA	0.1%	2.25%	$13
ENEL.MI	0.09%	5.47%	$0.43
CVX	0.08%	4.13%	$6.28
EPD	0.08%	6.64%	$2.03
MAERSKB.CO	0.06%	7.6%	$515
OKE	0.06%	5.57%	$3.89
ENB	0.05%	5.75%	$2.66
BMY	0.05%	4.61%	$2.34
MAIN	0.04%	4.82%	$2.85
JNJ	0.03%	2.41%	$4.81
FMC	0.03%	11.83%	$2.32
SU	0.02%	3.36%	$1.59
ABBV	0.02%	3.13%	$6.06
DVN	0.02%	2.63%	$2.05
META	0%	0.35%	$1
MSFT	0%	0.77%	$3
GOOG	0%	0.26%	$0.2
AAPL	0%	0.42%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.66

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.3

Jensen's Alpha

-2

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.1

0.75

1.25

Information Ratio

-0.81

-1

0.3

0.6

Calmar Ratio

1.62

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.3

Jensen's Alpha

-2

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.1

0.75

1.25

Information Ratio

-0.81

-1

0.3

0.6

Calmar Ratio

1.62

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.98

High:

ABBV

161.5

Low:

LMND

-32.93

Details

PEG Ratio

286.26

High:

3,157.55

Low:

LMND

-150.92

Details

Price/Book

5.56

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.51

High:

NBIS

62.89

Low:

ZIM

0.34

Details

Price/CF

15.21

High:

NBIS

172.05

Low:

ZIM

0.61

Details

Price/FCF

54.19

High:

REXR

1,118.76

Low:

ZIM

1.1

Details

P/E Ratio

25.98

High:

ABBV

161.5

Low:

LMND

-32.93

Details

PEG Ratio

286.26

High:

3,157.55

Low:

LMND

-150.92

Details

Price/Book

5.56

High:

AAPL

49.43

Low:

ABBV

-143.18

Details

Price/Sales

4.51

High:

NBIS

62.89

Low:

ZIM

0.34

Details

Price/CF

15.21

High:

NBIS

172.05

Low:

ZIM

0.61

Details

Price/FCF

54.19

High:

REXR

1,118.76

Low:

ZIM

1.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.29%	Aug 2023	Dec 2023	4
-6.26%	Mar 2025	Jul 2025	4
-4.83%	Dec 2024	Feb 2025	2
-3.95%	Apr 2024	May 2024	1
-1.26%	Oct 2025	Nov 2025	1
-1.25%	Oct 2024	Nov 2024	1
-0.99%	Dec 2025	Jan 2026	1
-0.75%	Jan 2024	Mar 2024	2
-0.49%	Jun 2024	Jul 2024	1