Portfolio of limiu82214 on eToro

limiu82214

🇹🇼 Stock Value Investor.

1 copier.

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

Summary

+23.34%

This Month

+33.75%

Year To Date

+58.79%

2 Years

+108.19%

5 Years

+138.14%

10 Years

+16.55%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
72.11%
🖥️ Technology Services
27.17%
💵 Cash
0.34%
🛍️ Retail Trade
0.14%
🧬 Health Technology
0.11%
⚡ Utilities
0.08%
🚗 Consumer Durables
0.04%
🚚 Transportation
0.04%
💰 Finance
0.03%
📊 ETFs
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
99.46%
🇺🇸 NYSE
0.29%

Countries Breakdown

Country
Total

🇺🇸 United States
99.66%
🇹🇼 Taiwan
0.05%
🇳🇱 Netherlands
0.02%

Dividends

Dividend Yield

0.13%

11 out of 16 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $NEE (3.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GOOG	0.11%	0.42%	$0.2
AAPL	0.01%	0.49%	$0.97
JNJ	0%	3.07%	$4.81
NEE	0%	3.14%	$1.97
MSFT	0%	0.62%	$3
FDX	0%	2.49%	$5.16
TSM	0%	0.95%	$1.74
XLV	0%	1.78%	-
ASML	0%	0.87%	$5.57
MA	0%	0.51%	$2.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ASML	Pay Day	Aug 6, 2025	$1.85
MA	Pay Day	Aug 8, 2025	$0.76
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
NEE	Ex-Dividend	Aug 28, 2025	$0.57
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
NEE	Pay Day	Sep 15, 2025	$0.57
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 5.8/10

Beta

0.79

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

2.39

-2

4.5

Omega Ratio

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

0.79

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

2.39

-2

4.5

Omega Ratio

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.14

High:

TSLA

184.76

Low:

FDX

13.28

Details

PEG Ratio

113.09

High:

MSFT

327.89

Low:

AAL

2.66

Details

Price/Book

6.54

High:

76.27

Low:

AAL

-1.96

Details

Price/Sales

7.36

High:

NVDA

29.71

Low:

AAL

0.14

Details

Price/CF

19.87

High:

TSLA

70.91

Low:

AAL

1.81

Details

Price/FCF

41.94

High:

NEE

2,356.18

Low:

AAL

4.74

Details

P/E Ratio

27.14

High:

TSLA

184.76

Low:

FDX

13.28

Details

PEG Ratio

113.09

High:

MSFT

327.89

Low:

AAL

2.66

Details

Worst Drawdowns

Depth	Start	End	Total months
-26.69%	Jan 2022	Nov 2023	22
-22.13%	Oct 2024	Jun 2025	8
-7.68%	Mar 2020	May 2020	2
-5.48%	Feb 2021	Mar 2021	1
-3.14%	Sep 2020	Nov 2020	2
-2.99%	Sep 2021	Oct 2021	1
-2.15%	Jun 2020	Jul 2020	1
-1.63%	Jan 2024	Feb 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
72.11%
🖥️ Technology Services
27.17%
💵 Cash
0.34%
🛍️ Retail Trade
0.14%
🧬 Health Technology
0.11%
⚡ Utilities
0.08%
🚗 Consumer Durables
0.04%
🚚 Transportation
0.04%
💰 Finance
0.03%
📊 ETFs
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
99.46%
🇺🇸 NYSE
0.29%

Countries Breakdown

Country
Total

🇺🇸 United States
99.66%
🇹🇼 Taiwan
0.05%
🇳🇱 Netherlands
0.02%

Dividends

Dividend Yield

0.13%

11 out of 16 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $NEE (3.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GOOG	0.11%	0.42%	$0.2
AAPL	0.01%	0.49%	$0.97
JNJ	0%	3.07%	$4.81
NEE	0%	3.14%	$1.97
MSFT	0%	0.62%	$3
FDX	0%	2.49%	$5.16
TSM	0%	0.95%	$1.74
XLV	0%	1.78%	-
ASML	0%	0.87%	$5.57
MA	0%	0.51%	$2.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ASML	Pay Day	Aug 6, 2025	$1.85
MA	Pay Day	Aug 8, 2025	$0.76
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
NEE	Ex-Dividend	Aug 28, 2025	$0.57
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
NEE	Pay Day	Sep 15, 2025	$0.57
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 5.8/10

Beta

0.79

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

2.39

-2

4.5

Omega Ratio

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

0.79

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

2.39

-2

4.5

Omega Ratio

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.14

High:

TSLA

184.76

Low:

FDX

13.28

Details

PEG Ratio

113.09

High:

MSFT

327.89

Low:

AAL

2.66

Details

6.54

High:

76.27

Low:

AAL

-1.96

Details

Price/Sales

7.36

High:

NVDA

29.71

Low:

AAL

0.14

Details

Price/CF

19.87

High:

TSLA

70.91

Low:

AAL

1.81

Details

Price/FCF

41.94

High:

NEE

2,356.18

Low:

AAL

4.74

Details

Depth

Start

End

Total months

-26.69%

Jan 2022

Nov 2023

-22.13%

Oct 2024

Jun 2025

-7.68%

Mar 2020

May 2020

-5.48%

Feb 2021

Mar 2021

-3.14%

Sep 2020

Nov 2020

-2.99%

Sep 2021

Oct 2021

-2.15%

Jun 2020

Jul 2020

-1.63%

Jan 2024

Feb 2024

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