Portfolio of matrix978 on eToro

matrix978

🇮🇹 ETF and Stock Income 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

+0.27%

This Month

+8.69%

Year To Date

+32.12%

2 Years

+42.57%

5 Years

+53.1%

10 Years

+7.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
45.64%
💵 Cash
36.01%
💰 Finance
7.57%
⚡ Utilities
2.62%
🍞 Consumer Non Durables
2.53%
🧬 Health Technology
2.07%
💇‍♀️ Consumer Services
1.63%
🏭 Industrial Services
0.36%
🛍️ Retail Trade
0.33%
🖥️ Technology Services
0.31%
📦 Distribution Services
0.26%
💻 Electronic Technology
0.25%
🚚 Transportation
0.17%
📡 Communications
0.14%
⛏️ Energy Minerals
0.07%
🚗 Consumer Durables
0.06%
🧪 Process Industries
0.04%
🪨 Non Energy Minerals
0.03%
💼 Commercial Services
0.02%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
46.03%
🇺🇸 NYSE
14.36%
🇺🇸 Nasdaq
1.91%
🇮🇹 Borsa Italiana
1.78%
🇳🇴 Oslo Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
12.88%
🇬🇧 United Kingdom
2.93%
🇮🇹 Italy
1.78%
🇨🇦 Canada
0.31%
🇮🇱 Israel
0.31%
🇨🇳 China
0.22%
🇳🇴 Norway
0.03%

Dividends

Dividend Yield

0.62%

62 out of 73 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $AGNC (14.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SRG.MI	0.05%	5.46%	$0.28
O	0.04%	5.31%	$3.09
TRIG.L	0.04%	9.79%	$0.07
KO	0.03%	2.99%	$1.89
CTY.L	0.03%	4.24%	$0.19
PHP.L	0.03%	7.68%	$0.06
MCD	0.02%	2.31%	$6.53
JNJ	0.02%	2.66%	$4.81
PFE	0.02%	6.97%	$1.66
WPC	0.02%	5.21%	$3.67
ULVR.L	0.02%	3.29%	$1.47
AGNC	0.02%	14.26%	$1.44
TRN.MI	0.01%	4.37%	$0.34
MPW	0.01%	6.13%	$0.6
ABBV	0.01%	2.83%	$6.06
PEP	0.01%	3.63%	$5.15
TU	0.01%	7.96%	$1.11
USB	0.01%	4.29%	$1.94
ABT	0.01%	1.82%	$2.16
PG	0.01%	2.75%	$3.83
JPM	0.01%	1.84%	$4.4
LGEN.L	0.01%	9.15%	$0.2
V	0.01%	0.69%	$2.01
ENEL.MI	0.01%	5.47%	$0.43
WTRG	0.01%	3.15%	$1.23
PST.MI	0.01%	5.33%	$0.8
AWK	0.01%	2.19%	$2.89
AMT	0.01%	3.48%	$6.56
STWD	0.01%	10.28%	$1.92
MA	0.01%	0.54%	$2.46
PNN.L	0.01%	6.09%	$0.44
CPG.L	0.01%	1.9%	$0.44
AWR	0.01%	2.47%	$1.72
STAG	0.01%	3.84%	$1.47
SBUX.RTH	0.01%	2.91%	$2.24
SVT.L	0.01%	4.47%	$1.17
WM	0.01%	1.5%	$2.9
LTC.US	0%	6.42%	$2.28
TIP.MI	0%	1.87%	$0.15
CNI	0%	2.7%	$2.42
GPC	0%	3.1%	$3.9
APLE	0%	8.23%	$0.96
CVS	0%	3.23%	$2.54
PSN.L	0%	5.22%	$0.6
AKRBP.OL	0%	10.73%	$24.77
CCI	0%	5.32%	$6.26
SYY	0%	2.63%	$2.01
MNDI.L	0%	7.39%	$0.62
SAFE.L	0%	4.31%	$0.28
MSEX	0%	2.27%	$1.29
TATE.L	0%	5.29%	$0.19
KEY	0%	4.72%	$0.82
RIO.L	0%	5.5%	$3.41
CVX	0%	4.39%	$6.28
ADC	0%	4.03%	$2.96
RKT.L	0%	3.51%	$1.93
GIS	0%	4.96%	$2.36
BABA	0%	0.6%	$0.98
PAGE.L	0%	7.19%	$0.32
NKE	0%	2.37%	$1.45
INTC	0%	0.33%	$0.5
DIS	0%	0.89%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Oct 23, 2025	$0.66
PG	Ex-Dividend	Oct 24, 2025	$1.06
SYY	Pay Day	Oct 24, 2025	$0.54
JPM	Pay Day	Oct 31, 2025	$1.50
AGNC	Ex-Dividend	Oct 31, 2025	$0.12
O	Ex-Dividend	Oct 31, 2025	$0.27
STAG	Ex-Dividend	Oct 31, 2025	$0.12
ADC	Ex-Dividend	Oct 31, 2025	$0.26
CVS	Pay Day	Nov 3, 2025	$0.66
GIS	Pay Day	Nov 3, 2025	$0.61
PFE	Ex-Dividend	Nov 7, 2025	$0.43
MA	Pay Day	Nov 7, 2025	$0.76
PSN.L	Pay Day	Nov 7, 2025	$0.27
AGNC	Pay Day	Nov 12, 2025	$0.12
SBUX.RTH	Ex-Dividend	Nov 14, 2025	$0.62
ABBV	Pay Day	Nov 14, 2025	$1.64
O	Pay Day	Nov 14, 2025	$0.27
ADC	Pay Day	Nov 14, 2025	$0.26
PG	Pay Day	Nov 17, 2025	$1.06
ABT	Pay Day	Nov 17, 2025	$0.59
STAG	Pay Day	Nov 17, 2025	$0.12
PHP.L	Pay Day	Nov 21, 2025	$0.02
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
SBUX.RTH	Pay Day	Nov 28, 2025	$0.62
PFE	Pay Day	Dec 1, 2025	$0.43
JNJ	Pay Day	Dec 9, 2025	$1.30

Performance Metrics

Score 4.7/10

Beta

0.45

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.7

Jensen's Alpha

-0.1

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Beta

0.45

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.7

Jensen's Alpha

-0.1

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.45

High:

ABBV

110.44

Low:

PNN.L

-35.72

Details

PEG Ratio

253.43

High:

MCD

1,261.85

Low:

TRIG.L

-19.88

Details

Price/Book

6.67

High:

65.34

Low:

ABBV

-2,239.96

Details

Price/Sales

5.23

High:

TIP.MI

1,269.25

Low:

CVS

0.27

Details

Price/CF

22.25

High:

PSN.L

391.34

Low:

AKRBP.OL

2.22

Details

Price/FCF

47.32

High:

PEP

5,253.35

Low:

SRG.MI

7.22

Details

P/E Ratio

26.45

High:

ABBV

110.44

Low:

PNN.L

-35.72

Details

PEG Ratio

253.43

High:

MCD

1,261.85

Low:

TRIG.L

-19.88

Details

Worst Drawdowns

Depth	Start	End	Total months
-19.69%	Jan 2022	Mar 2024	26
-6.97%	Apr 2020	Aug 2020	4
-4.43%	Sep 2020	Nov 2020	2
-4.19%	Sep 2021	Oct 2021	1
-3.52%	Oct 2024	Feb 2025	4
-2.18%	Apr 2024	May 2024	1
-2.09%	Nov 2021	Dec 2021	1
-1.79%	Jan 2021	Mar 2021	2
-1.01%	Jan 2020	Feb 2020	1
-0.97%	May 2021	Jun 2021	1
-0.93%	Jun 2024	Jul 2024	1
-0.68%	Mar 2025	May 2025	2
-0.14%	Jul 2025	Aug 2025	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
45.64%
💵 Cash
36.01%
💰 Finance
7.57%
⚡ Utilities
2.62%
🍞 Consumer Non Durables
2.53%
🧬 Health Technology
2.07%
💇‍♀️ Consumer Services
1.63%
🏭 Industrial Services
0.36%
🛍️ Retail Trade
0.33%
🖥️ Technology Services
0.31%
📦 Distribution Services
0.26%
💻 Electronic Technology
0.25%
🚚 Transportation
0.17%
📡 Communications
0.14%
⛏️ Energy Minerals
0.07%
🚗 Consumer Durables
0.06%
🧪 Process Industries
0.04%
🪨 Non Energy Minerals
0.03%
💼 Commercial Services
0.02%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
46.03%
🇺🇸 NYSE
14.36%
🇺🇸 Nasdaq
1.91%
🇮🇹 Borsa Italiana
1.78%
🇳🇴 Oslo Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
12.88%
🇬🇧 United Kingdom
2.93%
🇮🇹 Italy
1.78%
🇨🇦 Canada
0.31%
🇮🇱 Israel
0.31%
🇨🇳 China
0.22%
🇳🇴 Norway
0.03%

Dividends

Dividend Yield

0.62%

62 out of 73 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $AGNC (14.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SRG.MI	0.05%	5.46%	$0.28
O	0.04%	5.31%	$3.09
TRIG.L	0.04%	9.79%	$0.07
KO	0.03%	2.99%	$1.89
CTY.L	0.03%	4.24%	$0.19
PHP.L	0.03%	7.68%	$0.06
MCD	0.02%	2.31%	$6.53
JNJ	0.02%	2.66%	$4.81
PFE	0.02%	6.97%	$1.66
WPC	0.02%	5.21%	$3.67
ULVR.L	0.02%	3.29%	$1.47
AGNC	0.02%	14.26%	$1.44
TRN.MI	0.01%	4.37%	$0.34
MPW	0.01%	6.13%	$0.6
ABBV	0.01%	2.83%	$6.06
PEP	0.01%	3.63%	$5.15
TU	0.01%	7.96%	$1.11
USB	0.01%	4.29%	$1.94
ABT	0.01%	1.82%	$2.16
PG	0.01%	2.75%	$3.83
JPM	0.01%	1.84%	$4.4
LGEN.L	0.01%	9.15%	$0.2
V	0.01%	0.69%	$2.01
ENEL.MI	0.01%	5.47%	$0.43
WTRG	0.01%	3.15%	$1.23
PST.MI	0.01%	5.33%	$0.8
AWK	0.01%	2.19%	$2.89
AMT	0.01%	3.48%	$6.56
STWD	0.01%	10.28%	$1.92
MA	0.01%	0.54%	$2.46
PNN.L	0.01%	6.09%	$0.44
CPG.L	0.01%	1.9%	$0.44
AWR	0.01%	2.47%	$1.72
STAG	0.01%	3.84%	$1.47
SBUX.RTH	0.01%	2.91%	$2.24
SVT.L	0.01%	4.47%	$1.17
WM	0.01%	1.5%	$2.9
LTC.US	0%	6.42%	$2.28
TIP.MI	0%	1.87%	$0.15
CNI	0%	2.7%	$2.42
GPC	0%	3.1%	$3.9
APLE	0%	8.23%	$0.96
CVS	0%	3.23%	$2.54
PSN.L	0%	5.22%	$0.6
AKRBP.OL	0%	10.73%	$24.77
CCI	0%	5.32%	$6.26
SYY	0%	2.63%	$2.01
MNDI.L	0%	7.39%	$0.62
SAFE.L	0%	4.31%	$0.28
MSEX	0%	2.27%	$1.29
TATE.L	0%	5.29%	$0.19
KEY	0%	4.72%	$0.82
RIO.L	0%	5.5%	$3.41
CVX	0%	4.39%	$6.28
ADC	0%	4.03%	$2.96
RKT.L	0%	3.51%	$1.93
GIS	0%	4.96%	$2.36
BABA	0%	0.6%	$0.98
PAGE.L	0%	7.19%	$0.32
NKE	0%	2.37%	$1.45
INTC	0%	0.33%	$0.5
DIS	0%	0.89%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Oct 23, 2025	$0.66
PG	Ex-Dividend	Oct 24, 2025	$1.06
SYY	Pay Day	Oct 24, 2025	$0.54
JPM	Pay Day	Oct 31, 2025	$1.50
AGNC	Ex-Dividend	Oct 31, 2025	$0.12
O	Ex-Dividend	Oct 31, 2025	$0.27
STAG	Ex-Dividend	Oct 31, 2025	$0.12
ADC	Ex-Dividend	Oct 31, 2025	$0.26
CVS	Pay Day	Nov 3, 2025	$0.66
GIS	Pay Day	Nov 3, 2025	$0.61
PFE	Ex-Dividend	Nov 7, 2025	$0.43
MA	Pay Day	Nov 7, 2025	$0.76
PSN.L	Pay Day	Nov 7, 2025	$0.27
AGNC	Pay Day	Nov 12, 2025	$0.12
SBUX.RTH	Ex-Dividend	Nov 14, 2025	$0.62
ABBV	Pay Day	Nov 14, 2025	$1.64
O	Pay Day	Nov 14, 2025	$0.27
ADC	Pay Day	Nov 14, 2025	$0.26
PG	Pay Day	Nov 17, 2025	$1.06
ABT	Pay Day	Nov 17, 2025	$0.59
STAG	Pay Day	Nov 17, 2025	$0.12
PHP.L	Pay Day	Nov 21, 2025	$0.02
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
SBUX.RTH	Pay Day	Nov 28, 2025	$0.62
PFE	Pay Day	Dec 1, 2025	$0.43
JNJ	Pay Day	Dec 9, 2025	$1.30

Performance Metrics

Score 4.7/10

Beta

0.45

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.7

Jensen's Alpha

-0.1

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Beta

0.45

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.7

Jensen's Alpha

-0.1

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.45

High:

ABBV

110.44

Low:

PNN.L

-35.72

Details

PEG Ratio

253.43

High:

MCD

1,261.85

Low:

TRIG.L

-19.88

Details

6.67

High:

65.34

Low:

ABBV

-2,239.96

Details

Price/Sales

5.23

High:

TIP.MI

1,269.25

Low:

CVS

0.27

Details

Price/CF

22.25

High:

PSN.L

391.34

Low:

AKRBP.OL

2.22

Details

Price/FCF

47.32

High:

PEP

5,253.35

Low:

SRG.MI

7.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.69%	Jan 2022	Mar 2024	26
-6.97%	Apr 2020	Aug 2020	4
-4.43%	Sep 2020	Nov 2020	2
-4.19%	Sep 2021	Oct 2021	1
-3.52%	Oct 2024	Feb 2025	4
-2.18%	Apr 2024	May 2024	1
-2.09%	Nov 2021	Dec 2021	1
-1.79%	Jan 2021	Mar 2021	2
-1.01%	Jan 2020	Feb 2020	1
-0.97%	May 2021	Jun 2021	1
-0.93%	Jun 2024	Jul 2024	1
-0.68%	Mar 2025	May 2025	2
-0.14%	Jul 2025	Aug 2025	1

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