Portfolio of matrix978 on eToro

matrix978

🇮🇹 ETF and Stock Income 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

+0.72%

This Month

+3.2%

Year To Date

+10.83%

2 Years

+23.5%

5 Years

+58.62%

10 Years

+7.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
53.4%
🧩 Miscellaneous
28.22%
💰 Finance
6.2%
📊 ETFs
3.09%
🍞 Consumer Non Durables
2.58%
⚡ Utilities
2.28%
🧬 Health Technology
1.93%
🚚 Transportation
1.15%
💇‍♀️ Consumer Services
1.01%
🏭 Industrial Services
0.74%
🖥️ Technology Services
0.55%
📦 Distribution Services
0.24%
📡 Communications
0.05%
🚗 Consumer Durables
0.03%
❓ Other
0.03%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
30.25%
🇺🇸 NYSE
13.19%
🇮🇹 Borsa Italiana
2.83%
🇺🇸 Nasdaq
1.82%

Countries Breakdown

Country
Total

🇺🇸 United States
11.05%
🇮🇹 Italy
2.83%
🇬🇧 United Kingdom
2.04%
🇮🇱 Israel
0.55%
🇨🇦 Canada
0.29%

Dividends

Dividend Yield

0.51%

48 out of 60 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TU (12.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SRG.MI	0.05%	5.16%	$0.28
PST.MI	0.04%	4.79%	$0.8
KO	0.03%	2.37%	$1.89
O	0.03%	5.07%	$3.09
CTY.L	0.02%	3.75%	$0.19
MCD	0.02%	2.72%	$6.53
ULVR.L	0.02%	3.57%	$1.47
TRIG.L	0.02%	9.97%	$0.07
TRN.MI	0.02%	3.98%	$0.34
UDVD.L	0.02%	1.47%	-
TIP.MI	0.02%	2.78%	$0.15
PHP.L	0.02%	7.66%	$0.06
JNJ	0.02%	2.04%	$4.81
ABT.US	0.01%	2.35%	$2.16
ABBV	0.01%	2.72%	$6.06
PG	0.01%	2.95%	$3.83
PFE	0.01%	6.88%	$1.66
JPM	0.01%	1.71%	$4.4
WPC	0.01%	5.03%	$3.67
PEP	0.01%	4.12%	$5.15
WTRG	0.01%	3.44%	$1.23
V	0.01%	0.71%	$2.01
WM	0.01%	1.56%	$2.9
USB	0.01%	3.3%	$1.94
MA	0.01%	0.59%	$2.46
TU	0.01%	12.53%	$1.11
AWK	0.01%	2.52%	$2.89
LGEN.L	0.01%	7.25%	$0.2
SVT.L	0.01%	4.18%	$1.17
STAG	0.01%	3.97%	$1.47
CNI	0%	2.03%	$2.42
AMT	0%	4.03%	$6.56
SYY	0%	2.55%	$2.01
STWD	0%	12.02%	$1.92
AWR	0%	2.35%	$1.72
SBUX	0%	2.35%	$2.24
PNN.L	0%	6.35%	$0.44
RSG	0%	1.19%	$2.14
GPC	0%	3.37%	$3.9
APLE	0%	5.81%	$0.96
PSN.L	0%	5.41%	$0.6
CCI	0%	5.57%	$6.26
SAFE.L	0%	5.03%	$0.28
AXP	0%	1.05%	$2.6
MSEX	0%	2.48%	$1.29
TATE.L	0%	3.57%	$0.19
ADC	0%	4.04%	$2.96
IMEU.L	0%	0.02%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.43

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

-0.39

-2

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Beta

0.43

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

-0.39

-2

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.72

High:

GPC

291.6

Low:

TRIG.L

-13.27

Details

PEG Ratio

360.64

High:

SRG.MI

1,912.25

Low:

CTY.L

3.19

Details

Price/Book

7.31

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

5.68

High:

TIP.MI

470.72

Low:

LGEN.L

0.32

Details

Price/CF

14.73

High:

PSN.L

153.98

Low:

LGEN.L

3.46

Details

Price/FCF

24.33

High:

SBUX

1,256.06

Low:

LGEN.L

4.84

Details

P/E Ratio

25.72

High:

GPC

291.6

Low:

TRIG.L

-13.27

Details

PEG Ratio

360.64

High:

SRG.MI

1,912.25

Low:

CTY.L

3.19

Details

Price/Book

7.31

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

5.68

High:

TIP.MI

470.72

Low:

LGEN.L

0.32

Details

Price/CF

14.73

High:

PSN.L

153.98

Low:

LGEN.L

3.46

Details

Price/FCF

24.33

High:

SBUX

1,256.06

Low:

LGEN.L

4.84

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
-1.56%	Mar 2026	Jun 2026	3
-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

Portfolio of matrix978 on eToro

matrix978

🇮🇹 ETF and Stock Income 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

+0.72%

This Month

+3.2%

Year To Date

+10.83%

2 Years

+23.5%

5 Years

+58.62%

10 Years

+7.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
53.4%
🧩 Miscellaneous
28.22%
💰 Finance
6.2%
📊 ETFs
3.09%
🍞 Consumer Non Durables
2.58%
⚡ Utilities
2.28%
🧬 Health Technology
1.93%
🚚 Transportation
1.15%
💇‍♀️ Consumer Services
1.01%
🏭 Industrial Services
0.74%
🖥️ Technology Services
0.55%
📦 Distribution Services
0.24%
📡 Communications
0.05%
🚗 Consumer Durables
0.03%
❓ Other
0.03%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
30.25%
🇺🇸 NYSE
13.19%
🇮🇹 Borsa Italiana
2.83%
🇺🇸 Nasdaq
1.82%

Countries Breakdown

Country
Total

🇺🇸 United States
11.05%
🇮🇹 Italy
2.83%
🇬🇧 United Kingdom
2.04%
🇮🇱 Israel
0.55%
🇨🇦 Canada
0.29%

Dividends

Dividend Yield

0.51%

48 out of 60 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TU (12.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SRG.MI	0.05%	5.16%	$0.28
PST.MI	0.04%	4.79%	$0.8
KO	0.03%	2.37%	$1.89
O	0.03%	5.07%	$3.09
CTY.L	0.02%	3.75%	$0.19
MCD	0.02%	2.72%	$6.53
ULVR.L	0.02%	3.57%	$1.47
TRIG.L	0.02%	9.97%	$0.07
TRN.MI	0.02%	3.98%	$0.34
UDVD.L	0.02%	1.47%	-
TIP.MI	0.02%	2.78%	$0.15
PHP.L	0.02%	7.66%	$0.06
JNJ	0.02%	2.04%	$4.81
ABT.US	0.01%	2.35%	$2.16
ABBV	0.01%	2.72%	$6.06
PG	0.01%	2.95%	$3.83
PFE	0.01%	6.88%	$1.66
JPM	0.01%	1.71%	$4.4
WPC	0.01%	5.03%	$3.67
PEP	0.01%	4.12%	$5.15
WTRG	0.01%	3.44%	$1.23
V	0.01%	0.71%	$2.01
WM	0.01%	1.56%	$2.9
USB	0.01%	3.3%	$1.94
MA	0.01%	0.59%	$2.46
TU	0.01%	12.53%	$1.11
AWK	0.01%	2.52%	$2.89
LGEN.L	0.01%	7.25%	$0.2
SVT.L	0.01%	4.18%	$1.17
STAG	0.01%	3.97%	$1.47
CNI	0%	2.03%	$2.42
AMT	0%	4.03%	$6.56
SYY	0%	2.55%	$2.01
STWD	0%	12.02%	$1.92
AWR	0%	2.35%	$1.72
SBUX	0%	2.35%	$2.24
PNN.L	0%	6.35%	$0.44
RSG	0%	1.19%	$2.14
GPC	0%	3.37%	$3.9
APLE	0%	5.81%	$0.96
PSN.L	0%	5.41%	$0.6
CCI	0%	5.57%	$6.26
SAFE.L	0%	5.03%	$0.28
AXP	0%	1.05%	$2.6
MSEX	0%	2.48%	$1.29
TATE.L	0%	3.57%	$0.19
ADC	0%	4.04%	$2.96
IMEU.L	0%	0.02%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.43

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

-0.39

-2

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Beta

0.43

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

-0.39

-2

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.72

High:

GPC

291.6

Low:

TRIG.L

-13.27

Details

PEG Ratio

360.64

High:

SRG.MI

1,912.25

Low:

CTY.L

3.19

Details

Price/Book

7.31

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

5.68

High:

TIP.MI

470.72

Low:

LGEN.L

0.32

Details

Price/CF

14.73

High:

PSN.L

153.98

Low:

LGEN.L

3.46

Details

Price/FCF

24.33

High:

SBUX

1,256.06

Low:

LGEN.L

4.84

Details

P/E Ratio

25.72

High:

GPC

291.6

Low:

TRIG.L

-13.27

Details

PEG Ratio

360.64

High:

SRG.MI

1,912.25

Low:

CTY.L

3.19

Details

Price/Book

7.31

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

5.68

High:

TIP.MI

470.72

Low:

LGEN.L

0.32

Details

Price/CF

14.73

High:

PSN.L

153.98

Low:

LGEN.L

3.46

Details

Price/FCF

24.33

High:

SBUX

1,256.06

Low:

LGEN.L

4.84

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
-1.56%	Mar 2026	Jun 2026	3
-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