Portfolio of matrix978 on eToro

matrix978

🇮🇹 Income 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.

Summary

Today

-1.31%

This Month

+4.39%

Year To Date

+19.09%

2 Years

+45.55%

5 Years

+7.38%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
29.69%
💰 Finance
22.55%
📊 ETFs
12.24%
🍞 Consumer Non Durables
8.34%
⚡ Utilities
8.12%
🧬 Health Technology
5.53%
💇‍♀️ Consumer Services
4.07%
🧩 Miscellaneous
2.1%
📦 Distribution Services
1.15%
🚚 Transportation
0.92%
🏭 Industrial Services
0.89%
🛍️ Retail Trade
0.86%
💻 Electronic Technology
0.54%
📡 Communications
0.49%
🚗 Consumer Durables
0.23%
⛏️ Energy Minerals
0.2%
🧪 Process Industries
0.17%
💼 Commercial Services
0.12%
🪨 Non Energy Minerals
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.24%
🇬🇧 LSE
19.61%
🇮🇹 Borsa Italiana
4.01%
🇺🇸 Nasdaq
3.66%
🇳🇴 Oslo Stock Exchange
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
38.31%
🇬🇧 United Kingdom
11.58%
🇮🇹 Italy
4.01%
🇨🇦 Canada
1.6%
🇨🇳 China
0.46%
🇮🇱 Israel
0.32%
🇳🇴 Norway
0.09%

Dividends

Dividend Yield

2.51%

78 out of 81 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $ZIM (51.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.17%	51.78%	$0.23
SRG.MI	0.14%	5.96%	$0.28
O	0.13%	5.42%	$3.09
TRIG.L	0.12%	8.67%	$0.07
KO	0.1%	2.69%	$1.89
PHP.L	0.09%	6.97%	$0.06
CTY.L	0.09%	4.19%	$0.19
PFE	0.07%	7.63%	$1.66
MCD	0.06%	2.21%	$6.53
PHNX.L	0.06%	9.36%	$0.53
WPC	0.06%	5.65%	$3.67
ULVR.L	0.06%	3.09%	$1.47
JNJ	0.05%	3.19%	$4.81
IMEU.L	0.05%	2.63%	-
AGNC	0.05%	17.27%	$1.44
MPW	0.05%	7.16%	$0.6
UDVD.L	0.05%	2.09%	-
USRT	0.05%	2.79%	-
BATS.L	0.04%	7.62%	$2.36
PEP	0.04%	3.79%	$5.15
TRN.MI	0.04%	4.07%	$0.34
USB	0.04%	5.21%	$1.94
IUSA.L	0.04%	1.94%	-
TU	0.04%	7.33%	$1.11
ABT	0.04%	1.74%	$2.16
AGR.L	0.03%	7.03%	$0.03
ABBV	0.03%	3.69%	$6.06
WTRG	0.03%	3.21%	$1.23
LGEN.L	0.03%	8.61%	$0.2
JPM	0.03%	2.18%	$4.4
XLV	0.03%	1.6%	-
ENEL.MI	0.03%	5.84%	$0.43
V	0.03%	0.67%	$2.01
AWK	0.03%	2.06%	$2.89
PNN.L	0.03%	7.26%	$0.44
STWD	0.03%	10.34%	$1.92
AMT	0.02%	2.95%	$6.56
DVY	0.02%	3.61%	-
STAG	0.02%	4.48%	$1.47
AWR	0.02%	2.28%	$1.72
SBUX	0.02%	2.94%	$2.24
MA	0.02%	0.55%	$2.46
SVT.L	0.02%	4.35%	$1.17
GPC	0.02%	3.53%	$3.9
TD	0.02%	4.71%	$2.93
PG	0.02%	2.39%	$3.83
SYY	0.02%	2.84%	$2.01
LTC.US	0.02%	6.38%	$2.28
APLE	0.01%	8.08%	$0.96
CNI	0.01%	2.4%	$2.42
BYG.L	0.01%	4.72%	$0.45
CCI	0.01%	6.04%	$6.26
CVS	0.01%	3.95%	$2.54
WM	0.01%	1.33%	$2.9
PSN.L	0.01%	4.96%	$0.6
AKRBP.OL	0.01%	12.19%	$24.77
INTC	0.01%	2.64%	$0.5
RKT.L	0.01%	4.12%	$1.93
MNDI.L	0.01%	5.34%	$0.62
OSB.L	0.01%	7.69%	$0.32
SAFE.L	0.01%	5.04%	$0.28
CPG.L	0.01%	1.87%	$0.44
BNS	0.01%	6.17%	$3.09
MSEX	0.01%	2.12%	$1.29
WBA	0.01%	9.18%	$1.46
RIO.L	0.01%	7.03%	$3.41
TATE.L	0.01%	3.58%	$0.19
KEY	0.01%	5.75%	$0.82
TIP.MI	0.01%	2.05%	$0.15
ADC	0.01%	3.82%	$2.96
CVX	0.01%	4.79%	$6.28
GIS	0%	4.17%	$2.36
PAGE.L	0%	6.75%	$0.32
BABA	0%	0.9%	$0.98
AGG	0%	3.71%	-
STJ.L	0%	2.01%	$0.24
NKE	0%	2.76%	$1.45
DIS	0%	1.18%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
CVS	Ex-Dividend	Apr 22, 2025	$0.66
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
SYY	Pay Day	Apr 25, 2025	$0.51
AMT	Pay Day	Apr 28, 2025	$1.70
BNS	Pay Day	Apr 28, 2025	$0.74
JPM	Pay Day	Apr 30, 2025	$1.40
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
STAG	Ex-Dividend	Apr 30, 2025	$0.12
ADC	Ex-Dividend	Apr 30, 2025	$0.26
APLE	Ex-Dividend	Apr 30, 2025	$0.08
TD	Pay Day	Apr 30, 2025	$0.73
CVS	Pay Day	May 1, 2025	$0.66
GIS	Pay Day	May 1, 2025	$0.60
O	Ex-Dividend	May 1, 2025	$0.27
MA	Pay Day	May 9, 2025	$0.76
AGNC	Pay Day	May 9, 2025	$0.12
PHP.L	Pay Day	May 9, 2025	$0.02
OSB.L	Pay Day	May 13, 2025	$0.30
WTRG	Ex-Dividend	May 13, 2025	$0.33
ADC	Pay Day	May 14, 2025	$0.26
PG	Pay Day	May 15, 2025	$1.06
ABBV	Pay Day	May 15, 2025	$1.64
ABT	Pay Day	May 15, 2025	$0.59
PAGE.L	Ex-Dividend	May 15, 2025	$1.52
O	Pay Day	May 15, 2025	$0.27
STAG	Pay Day	May 15, 2025	$0.12
APLE	Pay Day	May 15, 2025	$0.08
SBUX	Ex-Dividend	May 16, 2025	$0.61
MNDI.L	Pay Day	May 16, 2025	$0.49
PHNX.L	Pay Day	May 21, 2025	$0.35
STJ.L	Pay Day	May 23, 2025	$0.15
JNJ	Ex-Dividend	May 27, 2025	$1.30
RKT.L	Pay Day	May 29, 2025	$1.57
SBUX	Pay Day	May 30, 2025	$0.61
WTRG	Pay Day	Jun 2, 2025	$0.33
LGEN.L	Pay Day	Jun 5, 2025	$0.20
JNJ	Pay Day	Jun 10, 2025	$1.30
PSN.L	Ex-Dividend	Jun 19, 2025	$0.52
SRG.MI	Ex-Dividend	Jun 23, 2025	$0.20
TRN.MI	Ex-Dividend	Jun 23, 2025	$0.30
PAGE.L	Pay Day	Jun 23, 2025	$1.52
TIP.MI	Ex-Dividend	Jun 23, 2025	$0.17
DIS	Ex-Dividend	Jun 24, 2025	$0.50
SRG.MI	Pay Day	Jun 25, 2025	$0.20
TRN.MI	Pay Day	Jun 25, 2025	$0.30
TIP.MI	Pay Day	Jun 25, 2025	$0.17
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
XLV	Pay Day	Jun 26, 2025	$0.57
PSN.L	Pay Day	Jul 11, 2025	$0.52
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
BATS.L	Pay Day	Aug 1, 2025	$0.76

Performance Metrics

Score 5.2/10

Beta

0.47

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.47

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.23

High:

LGEN.L

86.57

Low:

KEY

-46.97

Details

PEG Ratio

148.38

High:

ADC

839.74

Low:

AGNC

Details

Price/Book

6.43

High:

ABBV

91.84

Low:

CCI

-338.81

Details

Price/Sales

4.74

High:

TIP.MI

1,040.74

Low:

WBA

0.06

Details

Price/CF

18.65

High:

STJ.L

200.37

Low:

ZIM

0.79

Details

Price/FCF

36.03

High:

PEP

5,253.35

Low:

ZIM

1.04

Details

P/E Ratio

25.23

High:

LGEN.L

86.57

Low:

KEY

-46.97

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
-1.98%	Mar 2025	-	2
-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

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
29.69%
💰 Finance
22.55%
📊 ETFs
12.24%
🍞 Consumer Non Durables
8.34%
⚡ Utilities
8.12%
🧬 Health Technology
5.53%
💇‍♀️ Consumer Services
4.07%
🧩 Miscellaneous
2.1%
📦 Distribution Services
1.15%
🚚 Transportation
0.92%
🏭 Industrial Services
0.89%
🛍️ Retail Trade
0.86%
💻 Electronic Technology
0.54%
📡 Communications
0.49%
🚗 Consumer Durables
0.23%
⛏️ Energy Minerals
0.2%
🧪 Process Industries
0.17%
💼 Commercial Services
0.12%
🪨 Non Energy Minerals
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.24%
🇬🇧 LSE
19.61%
🇮🇹 Borsa Italiana
4.01%
🇺🇸 Nasdaq
3.66%
🇳🇴 Oslo Stock Exchange
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
38.31%
🇬🇧 United Kingdom
11.58%
🇮🇹 Italy
4.01%
🇨🇦 Canada
1.6%
🇨🇳 China
0.46%
🇮🇱 Israel
0.32%
🇳🇴 Norway
0.09%

Dividends

Dividend Yield

2.51%

78 out of 81 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $ZIM (51.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.17%	51.78%	$0.23
SRG.MI	0.14%	5.96%	$0.28
O	0.13%	5.42%	$3.09
TRIG.L	0.12%	8.67%	$0.07
KO	0.1%	2.69%	$1.89
PHP.L	0.09%	6.97%	$0.06
CTY.L	0.09%	4.19%	$0.19
PFE	0.07%	7.63%	$1.66
MCD	0.06%	2.21%	$6.53
PHNX.L	0.06%	9.36%	$0.53
WPC	0.06%	5.65%	$3.67
ULVR.L	0.06%	3.09%	$1.47
JNJ	0.05%	3.19%	$4.81
IMEU.L	0.05%	2.63%	-
AGNC	0.05%	17.27%	$1.44
MPW	0.05%	7.16%	$0.6
UDVD.L	0.05%	2.09%	-
USRT	0.05%	2.79%	-
BATS.L	0.04%	7.62%	$2.36
PEP	0.04%	3.79%	$5.15
TRN.MI	0.04%	4.07%	$0.34
USB	0.04%	5.21%	$1.94
IUSA.L	0.04%	1.94%	-
TU	0.04%	7.33%	$1.11
ABT	0.04%	1.74%	$2.16
AGR.L	0.03%	7.03%	$0.03
ABBV	0.03%	3.69%	$6.06
WTRG	0.03%	3.21%	$1.23
LGEN.L	0.03%	8.61%	$0.2
JPM	0.03%	2.18%	$4.4
XLV	0.03%	1.6%	-
ENEL.MI	0.03%	5.84%	$0.43
V	0.03%	0.67%	$2.01
AWK	0.03%	2.06%	$2.89
PNN.L	0.03%	7.26%	$0.44
STWD	0.03%	10.34%	$1.92
AMT	0.02%	2.95%	$6.56
DVY	0.02%	3.61%	-
STAG	0.02%	4.48%	$1.47
AWR	0.02%	2.28%	$1.72
SBUX	0.02%	2.94%	$2.24
MA	0.02%	0.55%	$2.46
SVT.L	0.02%	4.35%	$1.17
GPC	0.02%	3.53%	$3.9
TD	0.02%	4.71%	$2.93
PG	0.02%	2.39%	$3.83
SYY	0.02%	2.84%	$2.01
LTC.US	0.02%	6.38%	$2.28
APLE	0.01%	8.08%	$0.96
CNI	0.01%	2.4%	$2.42
BYG.L	0.01%	4.72%	$0.45
CCI	0.01%	6.04%	$6.26
CVS	0.01%	3.95%	$2.54
WM	0.01%	1.33%	$2.9
PSN.L	0.01%	4.96%	$0.6
AKRBP.OL	0.01%	12.19%	$24.77
INTC	0.01%	2.64%	$0.5
RKT.L	0.01%	4.12%	$1.93
MNDI.L	0.01%	5.34%	$0.62
OSB.L	0.01%	7.69%	$0.32
SAFE.L	0.01%	5.04%	$0.28
CPG.L	0.01%	1.87%	$0.44
BNS	0.01%	6.17%	$3.09
MSEX	0.01%	2.12%	$1.29
WBA	0.01%	9.18%	$1.46
RIO.L	0.01%	7.03%	$3.41
TATE.L	0.01%	3.58%	$0.19
KEY	0.01%	5.75%	$0.82
TIP.MI	0.01%	2.05%	$0.15
ADC	0.01%	3.82%	$2.96
CVX	0.01%	4.79%	$6.28
GIS	0%	4.17%	$2.36
PAGE.L	0%	6.75%	$0.32
BABA	0%	0.9%	$0.98
AGG	0%	3.71%	-
STJ.L	0%	2.01%	$0.24
NKE	0%	2.76%	$1.45
DIS	0%	1.18%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
CVS	Ex-Dividend	Apr 22, 2025	$0.66
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
SYY	Pay Day	Apr 25, 2025	$0.51
AMT	Pay Day	Apr 28, 2025	$1.70
BNS	Pay Day	Apr 28, 2025	$0.74
JPM	Pay Day	Apr 30, 2025	$1.40
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
STAG	Ex-Dividend	Apr 30, 2025	$0.12
ADC	Ex-Dividend	Apr 30, 2025	$0.26
APLE	Ex-Dividend	Apr 30, 2025	$0.08
TD	Pay Day	Apr 30, 2025	$0.73
CVS	Pay Day	May 1, 2025	$0.66
GIS	Pay Day	May 1, 2025	$0.60
O	Ex-Dividend	May 1, 2025	$0.27
MA	Pay Day	May 9, 2025	$0.76
AGNC	Pay Day	May 9, 2025	$0.12
PHP.L	Pay Day	May 9, 2025	$0.02
OSB.L	Pay Day	May 13, 2025	$0.30
WTRG	Ex-Dividend	May 13, 2025	$0.33
ADC	Pay Day	May 14, 2025	$0.26
PG	Pay Day	May 15, 2025	$1.06
ABBV	Pay Day	May 15, 2025	$1.64
ABT	Pay Day	May 15, 2025	$0.59
PAGE.L	Ex-Dividend	May 15, 2025	$1.52
O	Pay Day	May 15, 2025	$0.27
STAG	Pay Day	May 15, 2025	$0.12
APLE	Pay Day	May 15, 2025	$0.08
SBUX	Ex-Dividend	May 16, 2025	$0.61
MNDI.L	Pay Day	May 16, 2025	$0.49
PHNX.L	Pay Day	May 21, 2025	$0.35
STJ.L	Pay Day	May 23, 2025	$0.15
JNJ	Ex-Dividend	May 27, 2025	$1.30
RKT.L	Pay Day	May 29, 2025	$1.57
SBUX	Pay Day	May 30, 2025	$0.61
WTRG	Pay Day	Jun 2, 2025	$0.33
LGEN.L	Pay Day	Jun 5, 2025	$0.20
JNJ	Pay Day	Jun 10, 2025	$1.30
PSN.L	Ex-Dividend	Jun 19, 2025	$0.52
SRG.MI	Ex-Dividend	Jun 23, 2025	$0.20
TRN.MI	Ex-Dividend	Jun 23, 2025	$0.30
PAGE.L	Pay Day	Jun 23, 2025	$1.52
TIP.MI	Ex-Dividend	Jun 23, 2025	$0.17
DIS	Ex-Dividend	Jun 24, 2025	$0.50
SRG.MI	Pay Day	Jun 25, 2025	$0.20
TRN.MI	Pay Day	Jun 25, 2025	$0.30
TIP.MI	Pay Day	Jun 25, 2025	$0.17
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
XLV	Pay Day	Jun 26, 2025	$0.57
PSN.L	Pay Day	Jul 11, 2025	$0.52
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
BATS.L	Pay Day	Aug 1, 2025	$0.76

Performance Metrics

Score 5.2/10

Beta

0.47

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.47

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.23

High:

LGEN.L

86.57

Low:

KEY

-46.97

Details

148.38

High:

ADC

839.74

Low:

AGNC

Details

Price/Book

6.43

High:

ABBV

91.84

Low:

CCI

-338.81

Details

Price/Sales

4.74

High:

TIP.MI

1,040.74

Low:

WBA

0.06

Details

Price/CF

18.65

High:

STJ.L

200.37

Low:

ZIM

0.79

Details

Price/FCF

36.03

High:

PEP

5,253.35

Low:

ZIM

1.04

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
-1.98%	Mar 2025	-	2
-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

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