Portfolio of kox7er on eToro

kox7er

🇧🇬 Value Stock Investor.

2 copiers.

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

Summary

+1.56%

Today

+4.02%

This Month

+13.94%

Year To Date

+68.14%

2 Years

+33.84%

5 Years

+8.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
35.97%
🖥️ Technology Services
20.03%
📊 ETFs
16.89%
⛏️ Energy Minerals
4.05%
📦 Distribution Services
3.31%
🏭 Industrial Services
3%
🪨 Non Energy Minerals
2.8%
🛠️ Producer Manufacturing
2.41%
🧩 Miscellaneous
1.92%
🛍️ Retail Trade
1.89%
💰 Finance
1.82%
💼 Commercial Services
1.46%
🍞 Consumer Non Durables
1.37%
💵 Cash
0.86%
💇‍♀️ Consumer Services
0.79%
🧬 Health Technology
0.73%
🚗 Consumer Durables
0.71%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.37%
🇺🇸 NYSE
35.89%
🇬🇧 LSE
8.8%
🇩🇪 FRA
2.64%
🇫🇷 Euronext Paris
1.84%
🇳🇱 Euronext Amsterdam
0.63%

Countries Breakdown

Country
Total

🇺🇸 United States
66.97%
🇬🇧 United Kingdom
7.89%
🇩🇪 Germany
2.64%
🇫🇷 France
1.84%
🇹🇼 Taiwan
1.41%
🇦🇺 Australia
0.91%
🇳🇱 Netherlands
0.63%

Dividends

Dividend Yield

1.39%

29 out of 36 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $MBG.DE (8.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RIO.L	0.13%	7.12%	$3.41
TQQQ	0.13%	1.79%	-
RUI.PA	0.13%	7.02%	$1.98
SHEL.L	0.12%	4.32%	$0.8
UPRO	0.09%	1.31%	-
PAGE.L	0.09%	6.36%	$0.32
DELL	0.07%	1.63%	$1.63
CVX	0.06%	4.78%	$6.28
MBG.DE	0.06%	8.36%	$5.3
PFE	0.05%	7.27%	$1.66
BHP.L	0.05%	5.15%	$1.26
WM	0.04%	1.33%	$2.9
SMIN.L	0.04%	2.01%	$0.42
DIA.US	0.04%	1.52%	-
MSFT	0.03%	0.69%	$3
STZ	0.03%	2.36%	$3.68
MU	0.03%	0.42%	$0.46
DB1.DE	0.03%	1.4%	$3.8
TWEKA.NV	0.03%	3.99%	$1.7
POOL	0.02%	1.63%	$4.5
INTC	0.02%	2.47%	$0.5
TSM	0.02%	1.1%	$1.74
ORCL	0.02%	0.98%	$1.6
META	0.01%	0.29%	$1
WFC	0.01%	2.11%	$1.4
SCI	0.01%	1.57%	$1.18
V	0.01%	0.62%	$2.01
AAPL	0.01%	0.49%	$0.97
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CVX	Pay Day	Jun 10, 2025	$1.71
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
SCI	Ex-Dividend	Jun 13, 2025	$0.32
META	Ex-Dividend	Jun 16, 2025	$0.52
RUI.PA	Ex-Dividend	Jun 17, 2025	$2.30
RUI.PA	Pay Day	Jun 19, 2025	$2.30
WM	Pay Day	Jun 20, 2025	$0.82
SHEL.L	Pay Day	Jun 23, 2025	$0.36
PAGE.L	Pay Day	Jun 23, 2025	$1.52
META	Pay Day	Jun 26, 2025	$0.52
SCI	Pay Day	Jun 30, 2025	$0.32
NVDA	Pay Day	Jul 3, 2025	$0.01
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 4.5/10

Beta

1.18

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

1.56

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

0.42

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

1.18

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

1.56

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

0.42

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.92

High:

PANW

112.8

Low:

CRWD

-662.57

Details

PEG Ratio

105.68

High:

SCI

529.84

Low:

MDB

-328.33

Details

Price/Book

12.71

High:

AAPL

44.87

Low:

DELL

-52.51

Details

Price/Sales

9.64

High:

JOBY

52,232.71

Low:

MBG.DE

0.35

Details

Price/CF

23.54

High:

CRWD

77.06

Low:

MBG.DE

2.73

Details

Price/FCF

43.14

High:

1,171.75

Low:

MBG.DE

5.44

Details