Effective portfolio of juliusrichter on eToro

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juliusrichter

🇦🇪 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

-0.84%

Today

+1.11%

This Month

-1.98%

Year To Date

+93.18%

2 Years

+78.49%

5 Years

+8.32%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
31.7%
🖥️ Technology Services
26.66%
🛍️ Retail Trade
15.95%
💻 Electronic Technology
12.49%
💰 Finance
4.83%
🚗 Consumer Durables
2.81%
💼 Commercial Services
2.36%
📊 ETFs
1.42%
🧬 Health Technology
0.77%
🚚 Transportation
0.42%
⚡ Utilities
0.28%
💇‍♀️ Consumer Services
0.22%
💵 Cash
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
59.95%
🌍 Digital Currency
31.7%
🇺🇸 NYSE
6.02%
🇩🇪 FRA
1.46%
🇬🇧 LSE
0.32%
🇭🇰 Hong Kong Exchanges
0.28%
🇫🇷 Euronext Paris
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
57.03%
🇺🇾 Uruguay
3.36%
🇸🇬 Singapore
1.49%
🇩🇪 Germany
1.46%
🇨🇦 Canada
1.29%
🇯🇵 Japan
0.91%
🇨🇳 China
0.53%
🇬🇧 United Kingdom
0.32%
🇳🇱 Netherlands
0.21%
🇫🇷 France
0.18%

Dividends

Dividend Yield

0.22%

25 out of 43 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.37%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GOOGL	0.03%	0.5%	$0.2
MSFT	0.02%	0.75%	$3
AAPL	0.02%	0.51%	$0.97
SBRY.L	0.02%	5.01%	$0.13
PFE	0.01%	7.37%	$1.66
JNJ	0.01%	3.25%	$4.81
ACWI	0.01%	1.72%	-
0916.HK	0.01%	3.95%	$0.24
GOOG	0.01%	0.49%	$0.2
IVV	0.01%	1.38%	-
TEP.PA	0.01%	4.61%	$3.85
NTDOY	0.01%	0.81%	$0.24
CNXC	0.01%	2.63%	$1.18
MA	0.01%	0.51%	$2.46
CRM	0.01%	0.59%	$0.4
SAP.DE	0.01%	0.89%	$2.2
INTC	0%	2.52%	$0.5
RHM.DE	0%	0.49%	$5.7
DIS	0%	1.09%	$0.75
NVDA	0%	0.04%	$0.02
BABA	0%	0.77%	$0.98
ASML	0%	0.87%	$5.57
EA	0%	0.49%	$0.76
META	0%	0.35%	$1
MU	0%	0.57%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	May 9, 2025	$0.43
MA	Pay Day	May 9, 2025	$0.76
AAPL	Ex-Dividend	May 12, 2025	$0.26
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
AAPL	Pay Day	May 15, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
SAP.DE	Pay Day	May 16, 2025	$2.35
TEP.PA	Ex-Dividend	May 26, 2025	$4.40
JNJ	Ex-Dividend	May 27, 2025	$1.30
TEP.PA	Pay Day	May 28, 2025	$4.40
SBRY.L	Ex-Dividend	Jun 5, 2025	$0.13
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
PFE	Pay Day	Jun 13, 2025	$0.43
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
ACWI	Pay Day	Jun 17, 2025	$0.00
0916.HK	Ex-Dividend	Jun 23, 2025	$0.03
DIS	Ex-Dividend	Jun 24, 2025	$0.50
SBRY.L	Pay Day	Jul 11, 2025	$0.13
DIS	Pay Day	Jul 23, 2025	$0.50
0916.HK	Pay Day	Aug 15, 2025	$0.03

Performance Metrics

Score 3.5/10

Beta

1.16

1.16

0

0.8

1.2

0

2

Sharpe Ratio

0.32

0.32

0

0.5

1

1.5

1.5

Sortino Ratio

0.5

0.5

0

1

2

3

3

Jensen's Alpha

-1.84

-1.84

-2

0

2

4.5

4.5

Omega Ratio

0.99

0.99

0

1

1.5

2.5

2.5

Treynor Ratio

0.66

0.66

0

0.75

1.25

2

2

Information Ratio

-0.01

-0.01

-1

0.3

0.6

1

1

Calmar Ratio

0.14

0.14

0

0.3

0.6

1

1

Beta

1.16

1.16

0

0.8

1.2

0

2

Sharpe Ratio

0.32

0.32

0

0.5

1

1.5

1.5

Sortino Ratio

0.5

0.5

0

1

2

3

3

Jensen's Alpha

-1.84

-1.84

-2

0

2

4.5

4.5

Omega Ratio

0.99

0.99

0

1

1.5

2.5

2.5

Treynor Ratio

0.66

0.66

0

0.75

1.25

2

2

Information Ratio

-0.01

-0.01

-1

0.3

0.6

1

1

Calmar Ratio

0.14

0.14

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.16

High:

PLTR

654.52

Low:

ROKU

-82.84

Details

PEG Ratio

163.66

High:

PLTR

582.4

Low:

ROKU

-101.37

Details

Price/Book

9.91

High:

MA

76.54

Low:

AAL

-1.56

Details

Price/Sales

6.16

High:

PLTR

109.2

Low:

AAL

0.13

Details

Price/CF

22.88

High:

PLTR

165.72

Low:

AAL

1.63

Details

Price/FCF

50.74

High:

MU

1,171.75

Low:

TEP.PA

4.29

Details

P/E Ratio

30.16

High:

PLTR

654.52

Low:

ROKU

-82.84

Details

PEG Ratio

163.66

High:

PLTR

582.4

Low:

ROKU

-101.37

Details

Price/Book

9.91

High:

MA

76.54

Low:

AAL

-1.56

Details

Price/Sales

6.16

High:

PLTR

109.2

Low:

AAL

0.13

Details

Price/CF

22.88

High:

PLTR

165.72

Low:

AAL

1.63

Details

Price/FCF

50.74

High:

MU

1,171.75

Low:

TEP.PA

4.29

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-57.94%	Nov 2021	Nov 2024	36
-30.49%	Sep 2018	Nov 2020	26
-15.66%	Feb 2025	-	4
-9.84%	May 2021	Aug 2021	3
-5.8%	Sep 2021	Oct 2021	1
-0.52%	Dec 2024	Jan 2025	1

Monthly Performance