Effective portfolio of lvinatier on eToro

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lvinatier

🇫🇷 Stock and Crypto Momentum 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

+4.28%

This Month

+19.32%

Year To Date

+73.75%

2 Years

+78.7%

5 Years

+87.93%

10 Years

+13.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
23.97%
💻 Electronic Technology
16.49%
🖥️ Technology Services
16.19%
💵 Cash
15.22%
📊 ETFs
8.33%
💰 Finance
2.59%
🛠️ Producer Manufacturing
2.09%
🛍️ Retail Trade
2.02%
🪨 Non Energy Minerals
1.87%
🧪 Process Industries
1.77%
🍞 Consumer Non Durables
1.5%
🧬 Health Technology
1.29%
🚚 Transportation
0.78%
💇‍♀️ Consumer Services
0.62%
🏥 Health Services
0.54%
💼 Commercial Services
0.51%
🚗 Consumer Durables
0.49%
📡 Communications
0.34%
⛏️ Energy Minerals
0.08%
🏭 Industrial Services
0.04%
🧩 Miscellaneous
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.43%
🌍 Digital Currency
23.97%
🇺🇸 NYSE
19.06%
🇫🇷 Euronext Paris
0.74%
🇭🇰 Hong Kong Exchanges
0.51%
🇩🇪 FRA
0.26%
🇨🇭 SIX
0.22%
🇺🇸 Chicago Board Options Exchange
0.13%
🇬🇧 LSE
0.09%
🇮🇹 Borsa Italiana
0.05%
🇳🇱 Euronext Amsterdam
0.03%
🇳🇴 Oslo Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
42.68%
🇹🇼 Taiwan
1.99%
🇨🇦 Canada
1.87%
🇫🇷 France
0.74%
🇨🇳 China
0.74%
🇨🇭 Switzerland
0.28%
🇮🇱 Israel
0.27%
🇩🇪 Germany
0.26%
🇬🇧 United Kingdom
0.1%
🇺🇾 Uruguay
0.09%
🇸🇬 Singapore
0.07%
🇳🇱 Netherlands
0.05%
🇰🇾 Cayman Islands
0.04%
🇦🇷 Argentina
0.03%
🇳🇴 Norway
0.01%
🇬🇷 Greece
0.01%

Dividends

Dividend Yield

0.52%

101 out of 187 instruments pay dividend.

28 dividend payments in the next 30 days.

Highest Dividend: $MPCC.OL (18.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BEN	0.08%	5.19%	$1.23
ADM	0.05%	3.3%	$1.9
SHV	0.04%	4.63%	-
IEF	0.02%	3.7%	-
CAT	0.02%	1.33%	$5.31
VOO	0.02%	1.22%	-
BNP.PA	0.02%	6.05%	$4.6
TSM	0.02%	0.95%	$1.74
TLT	0.02%	4.3%	-
XLE	0.02%	3.37%	-
KO	0.01%	3.01%	$1.89
T	0.01%	3.75%	$1.11
PEP	0.01%	3.87%	$5.15
META	0.01%	0.34%	$1
MSFT	0.01%	0.65%	$3
BAER.ZU	0.01%	4.51%	$2.6
GOOG	0.01%	0.34%	$0.2
IWM	0.01%	1.15%	-
JNJ	0.01%	2.85%	$4.81
PG	0.01%	2.61%	$3.83
GOOGL	0.01%	0.34%	$0.2
LHA.DE	0.01%	4.03%	$0.3
DAL	0.01%	1.06%	$0.3
XLB	0.01%	1.94%	-
XLF	0.01%	1.38%	-
QQQ	0.01%	0.51%	-
KGC	0%	0.53%	$0.12
MCD	0%	2.32%	$6.53
DIA.US	0%	1.53%	-
XLY	0%	0.84%	-
FMC	0%	6.05%	$2.32
PM	0%	3.25%	$5.2
CGNX	0%	0.72%	$0.3
AM.PA	0%	1.62%	$3.37
MPCC.OL	0%	18.58%	$5.9
TMF	0%	4.1%	-
MMT.PA	0%	9.65%	$1.25
XLC	0%	0.98%	-
UNH	0%	2.45%	$7.74
EDEN.PA	0%	5.81%	$1.1
P911.DE	0%	5.33%	$2.31
NVDA	0%	0.02%	$0.02
WMT	0%	0.91%	$0.81
AAPL	0%	0.44%	$0.97
CVS	0%	3.55%	$2.54
QSR	0%	3.88%	$2.26
DIS	0%	0.86%	$0.75
ALB	0%	2.13%	$1.6
SIRI	0%	4.64%	$0.1
BMA	0%	15.96%	$2.82
C	0%	2.29%	$2.12
NKE	0%	2.19%	$1.45
AVGO	0%	0.66%	$19.7
9988.HK	0%	0.68%	$0.98
0700.HK	0%	0.7%	$3.4
V	0%	0.7%	$2.01
KMI	0%	4.21%	$1.14
GSL	0%	6.11%	$1.5
VOW3.DE	0%	6.24%	$9.06
AMAT	0%	1.02%	$1.44
TKA.DE	0%	1.42%	$0.15
STMMI.MI	0%	1.39%	$0.28
WWD	0%	0.46%	$0.94
EQT	0%	1.24%	$0.62
HAS	0%	3.57%	$2.8
STX.US	0%	1.46%	$2.8
AYV.PA	0%	3.74%	$0.47
LLY	0%	0.77%	$4.86
GLW	0%	1.45%	$1.12
CIVI	0%	6.13%	$2
BCS	0%	2.1%	$0.39
AGI	0%	0.31%	$0.1
BABA	0%	0.66%	$0.98
ENTG	0%	0.46%	$0.4
CRM	0%	0.68%	$0.4
GS	0%	1.67%	$11
LMT	0%	2.8%	$12.45
ASML.NV	0%	0.94%	$6.1
BAC	0%	2.1%	$0.96
BX	0%	2.35%	$3.36
ALL	0%	1.96%	$3.62
MPC	0%	2.02%	$3.23
CMCX	0%	5.15%	$0.05
INTC	0%	0.52%	$0.5
01211.HK	0%	1.38%	$3.41
LEN	0%	1.46%	$1.75
WAB	0%	0.5%	$0.74
FCX	0%	1.34%	$0.6
GGAL	0%	1.89%	$1.57
DHI	0%	0.9%	$1.15
TPL	0%	0.68%	$4.5
CRS	0%	0.33%	$0.8
BKNG	0%	0.69%	$17.5
BWXT	0%	0.59%	$0.94
MU	0%	0.29%	$0.46
NGS	0%	0.37%	-
DHR	0%	0.65%	$1.05
HL	0%	0.22%	$0.03
MAG	0%	0.25%	-
AG	0%	0.19%	$0.02
SNREY	0%	-6.41%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
UNH	Ex-Dividend	Sep 15, 2025	$2.21
GOOGL	Pay Day	Sep 15, 2025	$0.21
AG	Pay Day	Sep 15, 2025	$0.00
MCD	Pay Day	Sep 16, 2025	$1.77
TSM	Ex-Dividend	Sep 16, 2025	$0.82
BCS	Pay Day	Sep 16, 2025	$0.16
TPL	Pay Day	Sep 16, 2025	$1.60
CRM	Ex-Dividend	Sep 17, 2025	$0.42
META	Ex-Dividend	Sep 22, 2025	$0.52
MPCC.OL	Ex-Dividend	Sep 22, 2025	$0.05
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
UNH	Pay Day	Sep 23, 2025	$2.21
QSR	Ex-Dividend	Sep 23, 2025	$0.62
AGI	Pay Day	Sep 25, 2025	$0.02
CIVI	Pay Day	Sep 25, 2025	$0.50
BAC	Pay Day	Sep 26, 2025	$0.28
LMT	Pay Day	Sep 26, 2025	$3.30
BNP.PA	Ex-Dividend	Sep 26, 2025	$3.05
DHR	Ex-Dividend	Sep 26, 2025	$0.32
MPCC.OL	Pay Day	Sep 26, 2025	$0.05
META	Pay Day	Sep 29, 2025	$0.52
GS	Pay Day	Sep 29, 2025	$4.00
GLW	Pay Day	Sep 29, 2025	$0.28
PEP	Pay Day	Sep 30, 2025	$1.42
BNP.PA	Pay Day	Sep 30, 2025	$3.05
BKNG	Pay Day	Sep 30, 2025	$9.60
FMC	Ex-Dividend	Sep 30, 2025	$0.58
BEN	Ex-Dividend	Sep 30, 2025	$0.32
AVGO	Pay Day	Sep 30, 2025	$0.59
KO	Pay Day	Oct 1, 2025	$0.51
NKE	Pay Day	Oct 1, 2025	$0.40
ALB	Pay Day	Oct 1, 2025	$0.40
ALL	Pay Day	Oct 1, 2025	$1.00
NVDA	Pay Day	Oct 2, 2025	$0.01
QSR	Pay Day	Oct 7, 2025	$0.62
CRM	Pay Day	Oct 9, 2025	$0.42
TSM	Pay Day	Oct 9, 2025	$0.82
BEN	Pay Day	Oct 10, 2025	$0.32
FMC	Pay Day	Oct 16, 2025	$0.58
DHR	Pay Day	Oct 31, 2025	$0.32
AMAT	Ex-Dividend	Nov 20, 2025	$0.46
AMAT	Pay Day	Dec 11, 2025	$0.46
WMT	Ex-Dividend	Dec 12, 2025	$0.24
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 3.9/10

Beta

1.04

1.04

0

0.8

1.2

0

2

Sharpe Ratio

0.53

0.53

0

0.5

1

1.5

1.5

Sortino Ratio

0.86

0.86

0

1

2

3

3

Jensen's Alpha

-2.9

-2.9

-3

0

2

4.5

4.5

Omega Ratio

0.85

0.85

0

1

1.5

2.5

2.5

Treynor Ratio

0.85

0.85

0

0.75

1.25

2

2

Information Ratio

-0.21

-0.21

-1

0.3

0.6

1

1

Calmar Ratio

0.38

0.38

0

0.3

0.6

1

1

Beta

1.04

1.04

0

0.8

1.2

0

2

Sharpe Ratio

0.53

0.53

0

0.5

1

1.5

1.5

Sortino Ratio

0.86

0.86

0

1

2

3

3

Jensen's Alpha

-2.9

-2.9

-3

0

2

4.5

4.5

Omega Ratio

0.85

0.85

0

1

1.5

2.5

2.5

Treynor Ratio

0.85

0.85

0

0.75

1.25

2

2

Information Ratio

-0.21

-0.21

-1

0.3

0.6

1

1

Calmar Ratio

0.38

0.38

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.46

High:

DAKT

5,315.91

Low:

AG

-535.03

Details

PEG Ratio

401.18

High:

DAKT

69,442.72

Low:

AG

-576.91

Details

Price/Book

13.13

High:

APP

168.94

Low:

STX.US

-92.01

Details

Price/Sales

11.04

High:

PCT.US

739.8

Low:

MAG

-

Details

Price/CF

27.04

High:

MSTR

7,511.07

Low:

AYV.PA

0.63

Details

Price/FCF

53.29

High:

PEP

5,253.35

Low:

CMCX

3.27

Details

P/E Ratio

36.46

High:

DAKT

5,315.91

Low:

AG

-535.03

Details

PEG Ratio

401.18

High:

DAKT

69,442.72

Low:

AG

-576.91

Details

Price/Book

13.13

High:

APP

168.94

Low:

STX.US

-92.01

Details

Price/Sales

11.04

High:

PCT.US

739.8

Low:

MAG

-

Details

Price/CF

27.04

High:

MSTR

7,511.07

Low:

AYV.PA

0.63

Details

Price/FCF

53.29

High:

PEP

5,253.35

Low:

CMCX

3.27

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32%	Nov 2021	Mar 2024	28
-16%	Feb 2025	Jul 2025	5
-11.02%	Apr 2024	Nov 2024	7
-5.69%	Sep 2021	Oct 2021	1
-3.49%	Sep 2020	Nov 2020	2
-1.64%	Jul 2021	Aug 2021	1
-1.35%	May 2021	Jun 2021	1
-1.14%	Dec 2024	Jan 2025	1
-0.81%	Mar 2021	Apr 2021	1

Monthly Performance