Portfolio of kferenc3 on eToro

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kferenc3

🇭🇺 Growth Stock and Copy Trading Investor.

99 copiers.

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

Effective Portfolio

Summary

-0.27%

Today

+0.53%

This Month

+6.77%

Year To Date

+282.49%

2 Years

+179.49%

5 Years

+25.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
34.96%
🛍️ Retail Trade
15.11%
👥 Copy Trading
14%
💻 Electronic Technology
11.24%
📊 ETFs
10.67%
⚡ Utilities
5.85%
🪙 Cryptocurrencies
3.2%
🧬 Health Technology
2.09%
🍞 Consumer Non Durables
1.91%
🏭 Industrial Services
0.76%
💵 Cash
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.9%
🇺🇸 NYSE
26.76%
🇩🇪 Xetra ETFs
10.67%
🌍 Digital Currency
3.38%
🇭🇰 Hong Kong Exchanges
2.46%
🇫🇷 Euronext Paris
0.78%
🇩🇪 FRA
0.7%
🇮🇹 Borsa Italiana
0.68%
🇪🇸 Bolsa De Madrid
0.42%
🇬🇧 LSE
0.32%
🇳🇱 Euronext Amsterdam
0.26%
🌍 Commodity
0.13%
🇸🇪 Stockholm Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
75.45%
🇨🇳 China
2.46%
🇬🇧 United Kingdom
2.27%
🇫🇷 France
0.78%
🇩🇪 Germany
0.7%
🇮🇹 Italy
0.68%
🇯🇵 Japan
0.58%
🇨🇦 Canada
0.48%
🇪🇸 Spain
0.42%
🇰🇷 South Korea
0.35%
🇮🇳 India
0.32%
🇳🇱 Netherlands
0.26%
🇹🇼 Taiwan
0.14%
🇸🇪 Sweden
0.07%
🇮🇱 Israel
0.02%

Dividends

Dividend Yield

1.27%

11 out of 18 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TheBigBanks	0.36%	3.63%	-
EIX	0.35%	5.97%	$3.04
PFE	0.15%	7.35%	$1.66
kandreyovics	0.11%	2.81%	-
GOOG	0.09%	0.47%	$0.2
DEO	0.07%	3.89%	$3.99
ORCL	0.06%	1%	$1.6
MSFT	0.05%	0.69%	$3
AAPL	0.02%	0.5%	$0.97
NVDA	0%	0.03%	$0.02
VG	0%	0.23%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOG (kandreyovics)	Ex-Dividend	Jun 9, 2025	$0.21
LYB (kandreyovics)	Pay Day	Jun 9, 2025	$1.37
VG	Ex-Dividend	Jun 10, 2025	$0.02
CVX (kandreyovics)	Pay Day	Jun 10, 2025	$1.71
AEP (kandreyovics)	Pay Day	Jun 10, 2025	$0.93
VG (kandreyovics)	Ex-Dividend	Jun 10, 2025	$0.02
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
NVDA (kandreyovics)	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
MSFT (kandreyovics)	Pay Day	Jun 12, 2025	$0.83
TSM (kandreyovics)	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
KO (kandreyovics)	Ex-Dividend	Jun 13, 2025	$0.51
PFE (kandreyovics)	Pay Day	Jun 13, 2025	$0.43
O (kandreyovics)	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOG (kandreyovics)	Pay Day	Jun 16, 2025	$0.21
MCD (kandreyovics)	Pay Day	Jun 16, 2025	$1.77
DUK (kandreyovics)	Pay Day	Jun 16, 2025	$1.04
MO (kandreyovics)	Ex-Dividend	Jun 16, 2025	$1.02
BAC (TheBigBanks)	Pay Day	Jun 27, 2025	$0.26
GS (TheBigBanks)	Pay Day	Jun 27, 2025	$3.00
VG	Pay Day	Jun 30, 2025	$0.02
VG (kandreyovics)	Pay Day	Jun 30, 2025	$0.02
KO (kandreyovics)	Pay Day	Jul 1, 2025	$0.51
NVDA	Pay Day	Jul 3, 2025	$0.01
NVDA (kandreyovics)	Pay Day	Jul 3, 2025	$0.01
JPM (TheBigBanks)	Ex-Dividend	Jul 3, 2025	$1.40
MO (kandreyovics)	Pay Day	Jul 10, 2025	$1.02
TSM (kandreyovics)	Pay Day	Jul 10, 2025	$0.68
RY (TheBigBanks)	Ex-Dividend	Jul 24, 2025	$1.11
BMO (TheBigBanks)	Ex-Dividend	Jul 30, 2025	$1.18
JPM (TheBigBanks)	Pay Day	Jul 31, 2025	$1.40
RY (TheBigBanks)	Pay Day	Aug 22, 2025	$1.11
BMO (TheBigBanks)	Pay Day	Aug 26, 2025	$1.18

Performance Metrics

Score 6.8/10

Beta

1.41

1.41

0

0.8

1.2

0

2

Sharpe Ratio

0.69

0.69

0

0.5

1

1.5

1.5

Sortino Ratio

1.44

1.44

0

1

2

3

3

Jensen's Alpha

14.76

14.76

-2

0

2

15

15

Omega Ratio

1.7

1.7

0

1

1.5

2.5

2.5

Treynor Ratio

1.58

1.58

0

0.75

1.25

2

2

Information Ratio

0.54

0.54

0

0.3

0.6

1

1

Calmar Ratio

0.47

0.47

0

0.3

0.6

1

1

Beta

1.41

1.41

0

0.8

1.2

0

2

Sharpe Ratio

0.69

0.69

0

0.5

1

1.5

1.5

Sortino Ratio

1.44

1.44

0

1

2

3

3

Jensen's Alpha

14.76

14.76

-2

0

2

15

15

Omega Ratio

1.7

1.7

0

1

1.5

2.5

2.5

Treynor Ratio

1.58

1.58

0

0.75

1.25

2

2

Information Ratio

0.54

0.54

0

0.3

0.6

1

1

Calmar Ratio

0.47

0.47

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.06

High:

NVDA

45.71

Low:

SNOW

-49.82

Details

PEG Ratio

88.5

High:

MSFT

296.39

Low:

PFE

0.61

Details

Price/Book

9.4

High:

AAPL

45.36

Low:

EIX

1.4

Details

Price/Sales

6.39

High:

NVDA

23.52

Low:

EIX

1.21

Details

Price/CF

19.82

High:

SNOW

63.72

Low:

EIX

4.38

Details

Price/FCF

45.44

High:

ORCL

348.36

Low:

GOOG

29.5

Details

P/E Ratio

29.06

High:

NVDA

45.71

Low:

SNOW

-49.82

Details

PEG Ratio

88.5

High:

MSFT

296.39

Low:

PFE

0.61

Details

Price/Book

9.4

High:

AAPL

45.36

Low:

EIX

1.4

Details

Price/Sales

6.39

High:

NVDA

23.52

Low:

EIX

1.21

Details

Price/CF

19.82

High:

SNOW

63.72

Low:

EIX

4.38

Details

Price/FCF

45.44

High:

ORCL

348.36

Low:

GOOG

29.5

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-54.37%	Jan 2021	Jan 2024	36
-7.03%	Dec 2024	May 2025	5
-4.99%	Apr 2024	May 2024	1
-0.36%	Oct 2024	Nov 2024	1

Monthly Performance