Effective portfolio of kadar_geza on eToro

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kadar_geza

🇷🇴 Multi-Strategy 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

-0.26%

Today

+1.61%

This Month

+0.79%

Year To Date

+63.34%

2 Years

+67.09%

5 Years

+34.09%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.24%
💰 Finance
14.42%
💻 Electronic Technology
13.87%
💵 Cash
5.11%
💇‍♀️ Consumer Services
4.44%
🛍️ Retail Trade
4.32%
🚚 Transportation
2.77%
🍞 Consumer Non Durables
2%
💼 Commercial Services
1.57%
🪙 Cryptocurrencies
1.16%
🚗 Consumer Durables
1.13%
🛠️ Producer Manufacturing
0.5%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
29.02%
🇺🇸 NYSE
20.77%
🇬🇧 LSE
8.75%
🇫🇷 Euronext Paris
3.31%
🇭🇰 Hong Kong Exchanges
1.37%
🌍 Digital Currency
1.16%
🇳🇱 Euronext Amsterdam
1.05%
🇩🇪 FRA
0.77%
🇩🇰 Copenhagen Stock Exchange
0.64%
🇸🇪 Stockholm Stock Exchange
0.61%
🇮🇹 Borsa Italiana
0.55%
🇪🇸 Bolsa De Madrid
0.34%
🇨🇭 SIX
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
45.1%
🇬🇧 United Kingdom
10.62%
🇫🇷 France
3.31%
🇳🇱 Netherlands
2.81%
🇨🇳 China
1.86%
🇩🇪 Germany
0.77%
🇩🇰 Denmark
0.64%
🇫🇮 Finland
0.61%
🇧🇷 Brazil
0.57%
🇮🇹 Italy
0.55%
🇪🇸 Spain
0.34%
🇨🇭 Switzerland
0.09%

Dividends

Dividend Yield

0.75%

46 out of 65 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $NDA_SE.ST (7.5%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NDA_SE.ST	0.05%	7.5%	$10.62
DANSKE.CO	0.04%	6.58%	$14.5
C	0.04%	2.86%	$2.12
GOOG	0.04%	0.45%	$0.2
IAG.L	0.03%	2.09%	-
LAND.L	0.03%	6.55%	$0.4
INGA.NV	0.03%	5.85%	$1.11
NEXI.MI	0.03%	4.98%	-
HSBC	0.03%	5.52%	$3.03
BA.L	0.03%	1.78%	$0.3
SW.PA	0.02%	4.74%	$3.1
DELL	0.02%	1.67%	$1.63
JPM	0.02%	1.98%	$4.4
GS	0.02%	1.92%	$11
RF.PA	0.02%	4.37%	$2.42
NWG	0.02%	3.83%	$0.42
GAW.L	0.02%	3.19%	$5.5
MC.PA	0.02%	2.81%	$13
AALB.NV	0.02%	3.66%	$1.13
TEP.PA	0.02%	4.52%	$3.85
CDI.PA	0.02%	2.99%	$13
MSFT	0.02%	0.7%	$3
BRBY.L	0.01%	5.53%	$0.61
HPQ	0.01%	4.66%	$1.1
BCS	0.01%	2.43%	$0.39
ASML	0.01%	0.75%	$5.57
ELIS.PA	0.01%	1.89%	$0.43
AXP	0.01%	0.98%	$2.6
RR.L	0.01%	0.68%	-
9618.HK	0.01%	2.97%	$2.97
META	0.01%	0.3%	$1
INTC	0.01%	2.42%	$0.5
V	0.01%	0.61%	$2.01
9988.HK	0.01%	0.9%	$0.98
AAPL	0.01%	0.51%	$0.97
SAN.MC	0.01%	2.47%	$0.14
PUK	0.01%	1.9%	$0.41
ORCL	0.01%	0.96%	$1.6
NKE	0%	2.49%	$1.45
RMV.L	0%	1.26%	$0.09
BABA	0%	0.86%	$0.98
DAL	0%	1.22%	$0.3
LOGN.ZU	0%	1.64%	$1.06
NVDA	0%	0.03%	$0.02
IBKR	0%	0.52%	$0.55
ITUB	-0.03%	-4.77%	$-0.15

Next Dividends

Stock	Type	Date	Pay Per Share
IBKR	Pay Day	Jun 13, 2025	$0.32
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
HSBC	Pay Day	Jun 20, 2025	$0.50
META	Pay Day	Jun 26, 2025	$0.52
GS	Pay Day	Jun 27, 2025	$3.00
NKE	Pay Day	Jul 1, 2025	$0.40
HPQ	Pay Day	Jul 2, 2025	$0.29
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
9988.HK	Pay Day	Jul 3, 2025	$0.25
ORCL	Ex-Dividend	Jul 10, 2025	$0.50
BABA	Pay Day	Jul 10, 2025	$0.95
ORCL	Pay Day	Jul 24, 2025	$0.50
LAND.L	Pay Day	Jul 25, 2025	$0.16
JPM	Pay Day	Jul 31, 2025	$1.40
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MSFT	Pay Day	Sep 11, 2025	$0.83

Performance Metrics

Score 7.4/10

Beta

1.29

1.29

0

0.8

1.2

0

2

Sharpe Ratio

1.06

1.06

0

0.5

1

2

2

Sortino Ratio

2.01

2.01

0

1

2

3

3

Jensen's Alpha

5.18

5.18

-2

0

2

6

6

Omega Ratio

1.59

1.59

0

1

1.5

2.5

2.5

Treynor Ratio

1.45

1.45

0

0.75

1.25

2

2

Information Ratio

0.72

0.72

0

0.3

0.6

1

1

Calmar Ratio

1.98

1.98

0

0.3

0.6

2

2

Beta

1.29

1.29

0

0.8

1.2

0

2

Sharpe Ratio

1.06

1.06

0

0.5

1

2

2

Sortino Ratio

2.01

2.01

0

1

2

3

3

Jensen's Alpha

5.18

5.18

-2

0

2

6

6

Omega Ratio

1.59

1.59

0

1

1.5

2.5

2.5

Treynor Ratio

1.45

1.45

0

0.75

1.25

2

2

Information Ratio

0.72

0.72

0

0.3

0.6

1

1

Calmar Ratio

1.98

1.98

0

0.3

0.6

2

2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.07

High:

PLTR

595.59

Low:

CRWD

-682.67

Details

PEG Ratio

168.34

High:

IAG.L

1,087.84

Low:

UBER

1.99

Details

Price/Book

9.39

High:

RMV.L

74.95

Low:

RR.L

-83.32

Details

Price/Sales

7.35

High:

PLTR

111.77

Low:

9618.HK

0.31

Details

Price/CF

19.75

High:

PLTR

161.45

Low:

NDA_SE.ST

1.26

Details

Price/FCF

35.84

High:

LAND.L

4,856.46

Low:

IBKR

1.4

Details

P/E Ratio

29.07

High:

PLTR

595.59

Low:

CRWD

-682.67

Details

PEG Ratio

168.34

High:

IAG.L

1,087.84

Low:

UBER

1.99

Details

Price/Book

9.39

High:

RMV.L

74.95

Low:

RR.L

-83.32

Details

Price/Sales

7.35

High:

PLTR

111.77

Low:

9618.HK

0.31

Details

Price/CF

19.75

High:

PLTR

161.45

Low:

NDA_SE.ST

1.26

Details

Price/FCF

35.84

High:

LAND.L

4,856.46

Low:

IBKR

1.4

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-14.23%	Dec 2024	-	7
-10.59%	Aug 2023	Nov 2023	3
-4.11%	Apr 2024	May 2024	1
-2.41%	Jul 2024	Sep 2024	2

Monthly Performance