Effective portfolio of kferenc3 on eToro

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kferenc3

🇭🇺 Growth Stock Investor.

102 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

+0.06%

Today

-2.84%

This Month

-6.78%

Year To Date

+319.66%

2 Years

+144.02%

5 Years

+22.38%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
31.25%
💻 Electronic Technology
19.56%
🛍️ Retail Trade
14.75%
📊 ETFs
11.65%
⚡ Utilities
7.45%
💵 Cash
4.27%
🪙 Cryptocurrencies
3.27%
🧬 Health Technology
2.76%
🍞 Consumer Non Durables
2.45%
🏭 Industrial Services
0.95%
💰 Finance
0.33%
📡 Communications
0.25%
🚗 Consumer Durables
0.21%
⛏️ Energy Minerals
0.2%
💇‍♀️ Consumer Services
0.09%
🧪 Process Industries
0.09%
💼 Commercial Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.25%
🇺🇸 NYSE
20.38%
🇩🇪 Xetra ETFs
11.24%
🇩🇪 FRA
5.65%
🌍 Digital Currency
3.27%
🇬🇧 LSE
2.39%
🇸🇪 Stockholm Stock Exchange
0.1%

Countries Breakdown

Country
Total

🇺🇸 United States
69.71%
🇩🇪 Germany
5.65%
🇬🇧 United Kingdom
4.74%
🇹🇼 Taiwan
0.13%
🇸🇪 Sweden
0.1%
🇨🇦 Canada
0.04%

Dividends

Dividend Yield

1.12%

28 out of 38 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $LYB (9.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EIX	0.41%	5.6%	$3.04
PFE	0.19%	7.63%	$1.66
GOOG	0.1%	0.52%	$0.2
DEO	0.09%	3.74%	$3.99
ORCL	0.07%	1.32%	$1.6
MSFT	0.06%	0.88%	$3
BA.L	0.05%	1.93%	$0.3
RHM.DE	0.03%	0.55%	$5.7
AAPL	0.02%	0.51%	$0.97
O	0.02%	5.42%	$3.09
VZ	0.02%	6.13%	$2.66
BMY	0.01%	4.96%	$2.34
MPLX	0.01%	7.14%	$3.33
CVX	0.01%	4.79%	$6.28
MO	0.01%	6.95%	$3.92
EPD	0%	6.83%	$2.03
LYB	0%	9.44%	$5.09
EVO.ST	0%	3.71%	$31.03
VOO	0%	1.36%	-
NVDA	0%	0.04%	$0.02
MCD	0%	2.21%	$6.53
TSM	0%	1.35%	$1.74
PM	0%	3.28%	$5.2
VG	0%	0.19%	-
DUK	0%	3.42%	$4.1
AEP	0%	3.36%	$3.47
QQQ	0%	0.64%	-
KO	0%	2.69%	$1.89

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Apr 23, 2025	$0.50
QQQ	Pay Day	Apr 24, 2025	$-
DEO	Pay Day	Apr 24, 2025	$1.62
EPD	Ex-Dividend	Apr 30, 2025	$0.54
MO	Pay Day	Apr 30, 2025	$1.02
EIX	Pay Day	Apr 30, 2025	$0.83
VZ	Pay Day	May 1, 2025	$0.68
BMY	Pay Day	May 1, 2025	$0.62
O	Ex-Dividend	May 1, 2025	$0.27
EVO.ST	Ex-Dividend	May 12, 2025	$3.06
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
O	Pay Day	May 15, 2025	$0.27
EVO.ST	Pay Day	May 20, 2025	$3.06
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 6.6/10

Beta

1.42

1.42

0

0.8

1.2

0

2

Sharpe Ratio

0.65

0.65

0

0.5

1

1.5

1.5

Sortino Ratio

1.34

1.34

0

1

2

3

3

Jensen's Alpha

14.41

14.41

-2

0

2

15

15

Omega Ratio

1.65

1.65

0

1

1.5

2.5

2.5

Treynor Ratio

1.5

1.5

0

0.75

1.25

2

2

Information Ratio

0.51

0.51

0

0.3

0.6

1

1

Calmar Ratio

0.44

0.44

0

0.3

0.6

1

1

Beta

1.42

1.42

0

0.8

1.2

0

2

Sharpe Ratio

0.65

0.65

0

0.5

1

1.5

1.5

Sortino Ratio

1.34

1.34

0

1

2

3

3

Jensen's Alpha

14.41

14.41

-2

0

2

15

15

Omega Ratio

1.65

1.65

0

1

1.5

2.5

2.5

Treynor Ratio

1.5

1.5

0

0.75

1.25

2

2

Information Ratio

0.51

0.51

0

0.3

0.6

1

1

Calmar Ratio

0.44

0.44

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.09

High:

TSLA

118.42

Low:

LAC

-25.57

Details

PEG Ratio

121.14

High:

BA.L

438.4

Low:

PFE

5.77

Details

Price/Book

8.26

High:

LAC

950.35

Low:

MCD

-58.64

Details

Price/Sales

5.42

High:

NVDA

19.21

Low:

LAC

-

Details

Price/CF

23.71

High:

TSLA

95.18

Low:

VZ

4.58

Details

Price/FCF

50.62

High:

EPD

511.93

Low:

BMY

12.69

Details

P/E Ratio

26.09

High:

TSLA

118.42

Low:

LAC

-25.57

Details

PEG Ratio

121.14

High:

BA.L

438.4

Low:

PFE

5.77

Details

Price/Book

8.26

High:

LAC

950.35

Low:

MCD

-58.64

Details

Price/Sales

5.42

High:

NVDA

19.21

Low:

LAC

-

Details

Price/CF

23.71

High:

TSLA

95.18

Low:

VZ

4.58

Details

Price/FCF

50.62

High:

EPD

511.93

Low:

BMY

12.69

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-54.37%	Jan 2021	Jan 2024	36
-9.73%	Dec 2024	-	5
-4.99%	Apr 2024	May 2024	1
-0.36%	Oct 2024	Nov 2024	1

Monthly Performance