Effective portfolio of katti2809 on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	0.09%	5.47%	$3.03
PLUS.L	0.08%	5.02%	$1.33
ULVR.L	0.06%	3.25%	$1.47
ED	0.05%	3.31%	$3.28
MO	0.05%	6.89%	$3.92
PSX	0.05%	4.07%	$4.3
TQQQ	0.05%	1.41%	-
LGEN.L	0.05%	8.36%	$0.2
DHL.DE	0.05%	4.54%	$1.85
MBG.DE	0.04%	8.36%	$5.3
CSCO	0.04%	2.45%	$1.58
EOAN.DE	0.04%	3.58%	$0.53
BMW.DE	0.03%	5.59%	$6
BKNG	0.03%	0.65%	$17.5
DTE.DE	0.03%	2.66%	$0.77
RWE.DE	0.03%	3.3%	$1
P911.DE	0.03%	5.59%	$2.31
VALE	0.03%	7.87%	$1.33
LHA.DE	0.03%	4.19%	$0.3
OMC	0.03%	3.92%	$2.8
MEL.MC	0.03%	1.67%	-
MRK	0.02%	4.05%	$3.04
JNJ	0.02%	3.24%	$4.81
XLU	0.02%	2.78%	-
MTX.DE	0.02%	0.62%	$2
IFX.DE	0.02%	0.98%	$0.35
ORCL	0.02%	0.98%	$1.6
CMCSA	0.02%	3.69%	$1.2
EMN	0.02%	4.19%	$3.22
HEN3.DE	0.02%	2.92%	$1.85
SAP.DE	0.01%	0.86%	$2.2
BVB.DE	0.01%	1.57%	-
DAL	0.01%	1.18%	$0.3
CDW	0.01%	1.4%	$2.45
SIRI	0.01%	4.89%	$0.1
UNH	0.01%	2.81%	$7.74
SPY	0.01%	1.21%	-
ADS.DE	0.01%	0.95%	$0.7
ASML	0.01%	0.78%	$5.57
EBAY	0.01%	1.42%	$1.04
GNC.L	0.01%	0.88%	-
JD.US	0.01%	2.96%	$0.74
AAPL	0.01%	0.5%	$0.97
EXPE	0.01%	0.45%	-
PRG	0.01%	1.72%	$0.24
META	0.01%	0.29%	$1
DIS	0.01%	0.88%	$0.75
MSFT	0%	0.69%	$3
BAYN.DE	0%	0.42%	$0.11
NEE	0%	3%	$1.97
ADI	0%	1.72%	$3.56
VWS.CO	0%	0.51%	-
TSM	0%	1.1%	$1.74
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Pay Day	Jun 10, 2025	$1.30
OMC	Ex-Dividend	Jun 10, 2025	$0.70
CDW	Pay Day	Jun 10, 2025	$0.62
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
EBAY	Pay Day	Jun 13, 2025	$0.29
EMN	Ex-Dividend	Jun 13, 2025	$0.83
ULVR.L	Pay Day	Jun 13, 2025	$0.52
META	Ex-Dividend	Jun 16, 2025	$0.52
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
MO	Ex-Dividend	Jun 16, 2025	$1.02
NEE	Pay Day	Jun 16, 2025	$0.57
ED	Pay Day	Jun 16, 2025	$0.85
ADI	Pay Day	Jun 18, 2025	$0.99
HSBC	Pay Day	Jun 20, 2025	$0.50
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
BKNG	Pay Day	Jun 30, 2025	$9.60
CMCSA	Ex-Dividend	Jul 2, 2025	$0.33
CSCO	Ex-Dividend	Jul 3, 2025	$0.41
NVDA	Pay Day	Jul 3, 2025	$0.01
MEL.MC	Ex-Dividend	Jul 7, 2025	$0.16
MRK	Pay Day	Jul 8, 2025	$0.81
EMN	Pay Day	Jul 8, 2025	$0.83
OMC	Pay Day	Jul 9, 2025	$0.70
PLUS.L	Pay Day	Jul 9, 2025	$0.40
MEL.MC	Pay Day	Jul 9, 2025	$0.16
MO	Pay Day	Jul 10, 2025	$1.02
TSM	Pay Day	Jul 10, 2025	$0.68
CSCO	Pay Day	Jul 23, 2025	$0.41
DIS	Pay Day	Jul 23, 2025	$0.50
CMCSA	Pay Day	Jul 23, 2025	$0.33

Performance Metrics

Score 2.3/10

Beta

1.15

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.41

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.65

-1

0.75

1.25

Information Ratio

-1.01

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.41

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.65

-1

0.75

1.25

Information Ratio

-1.01

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.5

High:

TSLA

162.31

Low:

SNAP

-25.82

Details

PEG Ratio

217.12

High:

CDW

6,184.21

Low:

SNAP

-43.11

Details

Price/Book

High:

AAPL

45.61

Low:

BKNG

-30.04

Details

Price/Sales

4.42

High:

ALAFY.PA

26.23

Low:

LHA.DE

0.22

Details

Price/CF

17.45

High:

RIOT

107.94

Low:

LHA.DE

1.9

Details

Price/FCF

39.14

High:

NEE

2,356.18

Low:

HSBC

5.09

Details

P/E Ratio

30.5

High:

TSLA

162.31

Low:

SNAP

-25.82

Details

PEG Ratio

217.12

High:

CDW

6,184.21

Low:

SNAP

-43.11

Details

Worst Drawdowns

Depth	Start	End	Total months
-66.83%	Nov 2018	-	80

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
15.14%
💇‍♀️ Consumer Services
12.2%
💻 Electronic Technology
11.21%
🖥️ Technology Services
10.52%
📊 ETFs
9.34%
🪙 Cryptocurrencies
8.94%
🍞 Consumer Non Durables
6.01%
🧬 Health Technology
4.93%
💰 Finance
4.58%
🛍️ Retail Trade
3.83%
⚡ Utilities
3.55%
🚚 Transportation
2.76%
🚗 Consumer Durables
2.48%
📡 Communications
1.26%
🛠️ Producer Manufacturing
1.21%
⛏️ Energy Minerals
1.19%
💼 Commercial Services
1.13%
🧪 Process Industries
0.46%
🏥 Health Services
0.4%
🪨 Non Energy Minerals
0.36%
📈 Indexes
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
29.69%
🇺🇸 NYSE
20.5%
🇩🇪 FRA
17.61%
🌍 Digital Currency
8.94%
🇬🇧 LSE
6.64%
🇪🇸 Bolsa De Madrid
1.51%
🇸🇪 Stockholm Stock Exchange
1.12%
🇩🇰 Copenhagen Stock Exchange
0.3%
🌍 CFD
0.05%
🇫🇷 Euronext Paris
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
35.37%
🇩🇪 Germany
17.51%
🇬🇧 United Kingdom
5.58%
🇮🇱 Israel
1.69%
🇱🇺 Luxembourg
1.68%
🇪🇸 Spain
1.51%
🇳🇱 Netherlands
1.42%
🇸🇪 Sweden
1.12%
🇮🇪 Ireland
1.07%
🇧🇷 Brazil
0.36%
🇩🇰 Denmark
0.3%
🇨🇳 China
0.27%
🇨🇦 Canada
0.09%
🇹🇼 Taiwan
0.07%
🇫🇷 France
0.05%

Dividends

Dividend Yield

1.26%

54 out of 89 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	0.09%	5.47%	$3.03
PLUS.L	0.08%	5.02%	$1.33
ULVR.L	0.06%	3.25%	$1.47
ED	0.05%	3.31%	$3.28
MO	0.05%	6.89%	$3.92
PSX	0.05%	4.07%	$4.3
TQQQ	0.05%	1.41%	-
LGEN.L	0.05%	8.36%	$0.2
DHL.DE	0.05%	4.54%	$1.85
MBG.DE	0.04%	8.36%	$5.3
CSCO	0.04%	2.45%	$1.58
EOAN.DE	0.04%	3.58%	$0.53
BMW.DE	0.03%	5.59%	$6
BKNG	0.03%	0.65%	$17.5
DTE.DE	0.03%	2.66%	$0.77
RWE.DE	0.03%	3.3%	$1
P911.DE	0.03%	5.59%	$2.31
VALE	0.03%	7.87%	$1.33
LHA.DE	0.03%	4.19%	$0.3
OMC	0.03%	3.92%	$2.8
MEL.MC	0.03%	1.67%	-
MRK	0.02%	4.05%	$3.04
JNJ	0.02%	3.24%	$4.81
XLU	0.02%	2.78%	-
MTX.DE	0.02%	0.62%	$2
IFX.DE	0.02%	0.98%	$0.35
ORCL	0.02%	0.98%	$1.6
CMCSA	0.02%	3.69%	$1.2
EMN	0.02%	4.19%	$3.22
HEN3.DE	0.02%	2.92%	$1.85
SAP.DE	0.01%	0.86%	$2.2
BVB.DE	0.01%	1.57%	-
DAL	0.01%	1.18%	$0.3
CDW	0.01%	1.4%	$2.45
SIRI	0.01%	4.89%	$0.1
UNH	0.01%	2.81%	$7.74
SPY	0.01%	1.21%	-
ADS.DE	0.01%	0.95%	$0.7
ASML	0.01%	0.78%	$5.57
EBAY	0.01%	1.42%	$1.04
GNC.L	0.01%	0.88%	-
JD.US	0.01%	2.96%	$0.74
AAPL	0.01%	0.5%	$0.97
EXPE	0.01%	0.45%	-
PRG	0.01%	1.72%	$0.24
META	0.01%	0.29%	$1
DIS	0.01%	0.88%	$0.75
MSFT	0%	0.69%	$3
BAYN.DE	0%	0.42%	$0.11
NEE	0%	3%	$1.97
ADI	0%	1.72%	$3.56
VWS.CO	0%	0.51%	-
TSM	0%	1.1%	$1.74
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Pay Day	Jun 10, 2025	$1.30
OMC	Ex-Dividend	Jun 10, 2025	$0.70
CDW	Pay Day	Jun 10, 2025	$0.62
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
EBAY	Pay Day	Jun 13, 2025	$0.29
EMN	Ex-Dividend	Jun 13, 2025	$0.83
ULVR.L	Pay Day	Jun 13, 2025	$0.52
META	Ex-Dividend	Jun 16, 2025	$0.52
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
MO	Ex-Dividend	Jun 16, 2025	$1.02
NEE	Pay Day	Jun 16, 2025	$0.57
ED	Pay Day	Jun 16, 2025	$0.85
ADI	Pay Day	Jun 18, 2025	$0.99
HSBC	Pay Day	Jun 20, 2025	$0.50
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
BKNG	Pay Day	Jun 30, 2025	$9.60
CMCSA	Ex-Dividend	Jul 2, 2025	$0.33
CSCO	Ex-Dividend	Jul 3, 2025	$0.41
NVDA	Pay Day	Jul 3, 2025	$0.01
MEL.MC	Ex-Dividend	Jul 7, 2025	$0.16
MRK	Pay Day	Jul 8, 2025	$0.81
EMN	Pay Day	Jul 8, 2025	$0.83
OMC	Pay Day	Jul 9, 2025	$0.70
PLUS.L	Pay Day	Jul 9, 2025	$0.40
MEL.MC	Pay Day	Jul 9, 2025	$0.16
MO	Pay Day	Jul 10, 2025	$1.02
TSM	Pay Day	Jul 10, 2025	$0.68
CSCO	Pay Day	Jul 23, 2025	$0.41
DIS	Pay Day	Jul 23, 2025	$0.50
CMCSA	Pay Day	Jul 23, 2025	$0.33

Performance Metrics

Score 2.3/10

Beta

1.15

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.41

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.65

-1

0.75

1.25

Information Ratio

-1.01

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.41

-1

Jensen's Alpha

-18.33

-19

4.5

Omega Ratio

0.37

1.5

2.5

Treynor Ratio

-0.65

-1

0.75

1.25

Information Ratio

-1.01

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.5

High:

TSLA

162.31

Low:

SNAP

-25.82

Details

PEG Ratio

217.12

High:

CDW

6,184.21

Low:

SNAP

-43.11

Details

High:

AAPL

45.61

Low:

BKNG

-30.04

Details

Price/Sales

4.42

High:

ALAFY.PA

26.23

Low:

LHA.DE

0.22

Details

Price/CF

17.45

High:

RIOT

107.94

Low:

LHA.DE

1.9

Details

Price/FCF

39.14

High:

NEE

2,356.18

Low:

HSBC

5.09

Details

Depth

Start

End

Total months

-66.83%

Nov 2018

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics