Effective portfolio of lanhai8796 on eToro

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lanhai8796

🇦🇺 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

-0.46%

Today

+12.33%

This Month

+2.66%

Year To Date

+86.16%

2 Years

+86.78%

5 Years

+13.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
25.13%
💇‍♀️ Consumer Services
21.88%
📊 ETFs
13.47%
🖥️ Technology Services
12.29%
🛍️ Retail Trade
6.87%
🚗 Consumer Durables
6.8%
🚚 Transportation
5.32%
💵 Cash
4.14%
💰 Finance
1.93%
🪙 Cryptocurrencies
1.4%
📡 Communications
0.94%
🛠️ Producer Manufacturing
0.33%
💼 Commercial Services
0.18%
🧬 Health Technology
0.06%
🍞 Consumer Non Durables
0.02%
🪨 Non Energy Minerals
0.02%
🏭 Industrial Services
0.02%
📦 Distribution Services
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
74.53%
🇺🇸 NYSE
17.44%
🇭🇰 Hong Kong Exchanges
1.96%
🌍 Digital Currency
1.4%
🇺🇸 Chicago Board Options Exchange
1.08%
🇬🇧 LSE
0.18%
🇩🇰 Copenhagen Stock Exchange
0.04%
🇩🇪 FRA
0.02%
🇮🇹 Borsa Italiana
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
77.36%
🇨🇳 China
4.1%
🇬🇧 United Kingdom
0.2%
🇹🇼 Taiwan
0.05%
🇩🇰 Denmark
0.04%
🇩🇪 Germany
0.02%
🇮🇹 Italy
0.02%
🇮🇪 Ireland
0.02%
🇯🇵 Japan
0.01%
🇰🇾 Cayman Islands
0.01%

Dividends

Dividend Yield

0.43%

46 out of 77 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $T (4%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BKNG	0.11%	0.69%	$17.5
SOXX	0.06%	0.81%	-
T	0.04%	4%	$1.11
DIS	0.03%	0.88%	$0.75
QQQ	0.03%	0.63%	-
JPM	0.03%	1.89%	$4.4
MCD	0.03%	2.16%	$6.53
BABA	0.02%	0.83%	$0.98
LUV	0.01%	2.2%	$0.72
GOOG	0.01%	0.48%	$0.2
0700.HK	0.01%	0.88%	$3.4
AAPL	0.01%	0.48%	$0.97
META	0.01%	0.32%	$1
CRM	0.01%	0.56%	$0.4
9988.HK	0.01%	0.86%	$0.98
NVDA	0.01%	0.03%	$0.02
CAT	0.01%	1.6%	$5.31
IAG.L	0%	2.12%	-
C	0%	2.96%	$2.12
BA.L	0%	1.88%	$0.3
NOVO-B.CO	0%	2.6%	$9.4
GS	0%	1.94%	$11
XLU	0%	2.89%	-
TSM	0%	1.14%	$1.74
RR.L	0%	0.74%	-
AXP	0%	0.97%	$2.6
XLF	0%	1.46%	-
MSFT	0%	0.71%	$3
WFC	0%	2.1%	$1.4
V	0%	0.63%	$2.01
URA	0%	3.05%	-
MFG	0%	2.26%	$0.12
AU	0%	2.27%	$0.22
LDO.MI	0%	1.06%	$0.28
FINV	0%	3.02%	$0.24
AER	0%	0.92%	$0.25
AVGO	0%	0.98%	$19.7
RHM.DE	0%	0.47%	$5.7
LNG	0%	0.82%	$1.7
MCK	0%	0.39%	$2.48
AGX	0%	0.76%	$1.15
MA	0%	0.49%	$2.46
SSRM	0%	0.63%	$0.28
KLAC	0%	0.85%	$5.65
INDA	0%	0.74%	-
MU	0%	0.47%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Pay Day	May 20, 2025	$1.41
C	Pay Day	May 23, 2025	$0.56
GS	Ex-Dividend	May 30, 2025	$3.00
0700.HK	Pay Day	May 30, 2025	$0.58
WFC	Pay Day	Jun 1, 2025	$0.40
V	Pay Day	Jun 2, 2025	$0.59
MCK	Ex-Dividend	Jun 2, 2025	$0.71
KLAC	Pay Day	Jun 3, 2025	$1.90
AER	Pay Day	Jun 5, 2025	$0.27
BKNG	Ex-Dividend	Jun 6, 2025	$9.60
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
LUV	Ex-Dividend	Jun 18, 2025	$0.18
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
DIS	Ex-Dividend	Jun 24, 2025	$0.50
LDO.MI	Pay Day	Jun 25, 2025	$0.56
GS	Pay Day	Jun 27, 2025	$3.00
BKNG	Pay Day	Jun 30, 2025	$9.60
MCK	Pay Day	Jul 1, 2025	$0.71
9988.HK	Pay Day	Jul 3, 2025	$0.25
LUV	Pay Day	Jul 9, 2025	$0.18
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 3.5/10

Beta

1.29

1.29

0

0.8

1.2

0

2

Sharpe Ratio

0.4

0.4

0

0.5

1

1.5

1.5

Sortino Ratio

0.67

0.67

0

1

2

3

3

Jensen's Alpha

-4.37

-4.37

-5

0

2

4.5

4.5

Omega Ratio

0.95

0.95

0

1

1.5

2.5

2.5

Treynor Ratio

0.68

0.68

0

0.75

1.25

2

2

Information Ratio

-0.06

-0.06

-1

0.3

0.6

1

1

Calmar Ratio

0.21

0.21

0

0.3

0.6

1

1

Beta

1.29

1.29

0

0.8

1.2

0

2

Sharpe Ratio

0.4

0.4

0

0.5

1

1.5

1.5

Sortino Ratio

0.67

0.67

0

1

2

3

3

Jensen's Alpha

-4.37

-4.37

-5

0

2

4.5

4.5

Omega Ratio

0.95

0.95

0

1

1.5

2.5

2.5

Treynor Ratio

0.68

0.68

0

0.75

1.25

2

2

Information Ratio

-0.06

-0.06

-1

0.3

0.6

1

1

Calmar Ratio

0.21

0.21

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

38.49

High:

CRDO

4,389.05

Low:

SNOW

-47.38

Details

PEG Ratio

73.39

High:

CRDO

3,916.89

Low:

LMND

-358.78

Details

Price/Book

15.76

High:

MA

79.57

Low:

RR.L

-75.5

Details

Price/Sales

10.33

High:

PLTR

106.14

Low:

MCK

0.25

Details

Price/CF

32.66

High:

CRDO

1,118.95

Low:

OPFI

0.67

Details

Price/FCF

50.33

High:

MU

1,171.75

Low:

OPFI

0.71

Details

P/E Ratio

38.49

High:

CRDO

4,389.05

Low:

SNOW

-47.38

Details

PEG Ratio

73.39

High:

CRDO

3,916.89

Low:

LMND

-358.78

Details

Price/Book

15.76

High:

MA

79.57

Low:

RR.L

-75.5

Details

Price/Sales

10.33

High:

PLTR

106.14

Low:

MCK

0.25

Details

Price/CF

32.66

High:

CRDO

1,118.95

Low:

OPFI

0.67

Details

Price/FCF

50.33

High:

MU

1,171.75

Low:

OPFI

0.71

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-49.21%	Jul 2021	May 2024	34
-10.59%	Dec 2024	May 2025	5
-5.97%	Feb 2021	Jun 2021	4
-3.03%	Jul 2020	Aug 2020	1
-2.69%	Jul 2024	Sep 2024	2
-1.6%	Sep 2020	Nov 2020	2

Monthly Performance