Portfolio of matrix978 on eToro

matrix978

🇮🇹 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

-0.04%

This Month

+8.24%

Year To Date

+29.75%

2 Years

+38.18%

5 Years

+52.46%

10 Years

+7.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
76.83%
💰 Finance
6.42%
📊 ETFs
5.75%
⚡ Utilities
2.41%
🍞 Consumer Non Durables
2.38%
🧬 Health Technology
1.86%
💇‍♀️ Consumer Services
1.43%
🧩 Miscellaneous
0.68%
📦 Distribution Services
0.32%
🏭 Industrial Services
0.29%
🛍️ Retail Trade
0.28%
🚚 Transportation
0.27%
💻 Electronic Technology
0.21%
🖥️ Technology Services
0.19%
📡 Communications
0.16%
⛏️ Energy Minerals
0.07%
🚗 Consumer Durables
0.06%
🧪 Process Industries
0.05%
🪨 Non Energy Minerals
0.03%
💼 Commercial Services
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
13.33%
🇬🇧 LSE
6.65%
🇺🇸 Nasdaq
1.59%
🇮🇹 Borsa Italiana
1.27%
🇳🇴 Oslo Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
12.09%
🇬🇧 United Kingdom
2.94%
🇮🇹 Italy
1.27%
🇨🇦 Canada
0.33%
🇮🇱 Israel
0.29%
🇨🇳 China
0.17%
🇳🇴 Norway
0.03%

Dividends

Dividend Yield

0.75%

70 out of 74 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.05%	50.64%	$0.23
SRG.MI	0.04%	5.61%	$0.28
O	0.04%	5.41%	$3.09
TRIG.L	0.03%	8.79%	$0.07
KO	0.03%	2.97%	$1.89
PHP.L	0.03%	7.87%	$0.06
CTY.L	0.03%	3.88%	$0.19
IMEU.L	0.02%	2.63%	-
USRT	0.02%	3%	-
MCD	0.02%	2.26%	$6.53
PFE	0.02%	6.92%	$1.66
UDVD.L	0.02%	2.09%	-
IUSA.L	0.02%	1.94%	-
ULVR.L	0.02%	3.2%	$1.47
WPC	0.02%	5.21%	$3.67
DVY	0.02%	3.88%	-
JNJ	0.02%	2.86%	$4.81
AGNC	0.02%	13.97%	$1.44
XLV	0.01%	1.78%	-
TRN.MI	0.01%	4.65%	$0.34
MPW	0.01%	7.01%	$0.6
PEP	0.01%	3.81%	$5.15
ABBV	0.01%	3.06%	$6.06
TU	0.01%	7.26%	$1.11
USB	0.01%	4.1%	$1.94
ABT	0.01%	1.75%	$2.16
WTRG	0.01%	3.37%	$1.23
LGEN.L	0.01%	9.16%	$0.2
JPM	0.01%	1.8%	$4.4
ENEL.MI	0.01%	5.99%	$0.43
V	0.01%	0.69%	$2.01
PG	0.01%	2.59%	$3.83
AWK	0.01%	2.23%	$2.89
STWD	0.01%	9.35%	$1.92
AMT	0.01%	3.36%	$6.56
PNN.L	0.01%	6.71%	$0.44
AWR	0.01%	2.56%	$1.72
STAG	0.01%	4.03%	$1.47
SBUX	0.01%	2.86%	$2.24
SVT.L	0.01%	4.78%	$1.17
MA	0.01%	0.5%	$2.46
CPG.L	0.01%	1.89%	$0.44
LTC.US	0%	6.23%	$2.28
CNI	0%	2.67%	$2.42
GPC	0%	2.95%	$3.9
APLE	0%	7.41%	$0.96
SYY	0%	2.56%	$2.01
WM	0%	1.47%	$2.9
CVS	0%	3.62%	$2.54
AKRBP.OL	0%	10.86%	$24.77
PSN.L	0%	5.49%	$0.6
CCI	0%	5.49%	$6.26
RKT.L	0%	3.62%	$1.93
MNDI.L	0%	5.94%	$0.62
SAFE.L	0%	4.85%	$0.28
MSEX	0%	2.53%	$1.29
BYG.L	0%	5.04%	$0.45
TATE.L	0%	3.87%	$0.19
TIP.MI	0%	1.94%	$0.15
KEY	0%	4.34%	$0.82
RIO.L	0%	6.06%	$3.41
CVX	0%	4.4%	$6.28
ADC	0%	4.17%	$2.96
GIS	0%	4.8%	$2.36
BABA	0%	0.76%	$0.98
AGG	0%	3.79%	-
PAGE.L	0%	7.46%	$0.32
NKE	0%	2.17%	$1.45
INTC	0%	0.51%	$0.5
DIS	0%	0.85%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
CNI	Ex-Dividend	Sep 8, 2025	$0.65
JNJ	Pay Day	Sep 9, 2025	$1.30
ZIM	Pay Day	Sep 9, 2025	$0.06
CVX	Pay Day	Sep 10, 2025	$1.71
AGNC	Pay Day	Sep 10, 2025	$0.12
TU	Ex-Dividend	Sep 10, 2025	$0.30
MPW	Ex-Dividend	Sep 11, 2025	$0.08
WM	Ex-Dividend	Sep 12, 2025	$0.82
ULVR.L	Pay Day	Sep 12, 2025	$0.52
KO	Ex-Dividend	Sep 15, 2025	$0.51
KEY	Pay Day	Sep 15, 2025	$0.20
CCI	Ex-Dividend	Sep 15, 2025	$1.06
O	Pay Day	Sep 15, 2025	$0.27
ADC	Pay Day	Sep 15, 2025	$0.26
APLE	Pay Day	Sep 15, 2025	$0.08
MCD	Pay Day	Sep 16, 2025	$1.77
RKT.L	Pay Day	Sep 18, 2025	$1.14
RIO.L	Pay Day	Sep 25, 2025	$1.48
WM	Pay Day	Sep 26, 2025	$0.82
LGEN.L	Pay Day	Sep 26, 2025	$0.08
MNDI.L	Pay Day	Sep 26, 2025	$0.27
CNI	Pay Day	Sep 29, 2025	$0.65
PEP	Pay Day	Sep 30, 2025	$1.42
CCI	Pay Day	Sep 30, 2025	$1.06
STAG	Ex-Dividend	Sep 30, 2025	$0.12
STWD	Ex-Dividend	Sep 30, 2025	$0.48
KO	Pay Day	Oct 1, 2025	$0.51
NKE	Pay Day	Oct 1, 2025	$0.40
TU	Pay Day	Oct 1, 2025	$0.30
GPC	Pay Day	Oct 2, 2025	$1.03
SYY	Ex-Dividend	Oct 3, 2025	$0.54
MPW	Pay Day	Oct 9, 2025	$0.08
PAGE.L	Pay Day	Oct 10, 2025	$0.07
STAG	Pay Day	Oct 15, 2025	$0.12
STWD	Pay Day	Oct 15, 2025	$0.48
PSN.L	Ex-Dividend	Oct 16, 2025	$0.27
SYY	Pay Day	Oct 24, 2025	$0.54
PSN.L	Pay Day	Nov 7, 2025	$0.27

Performance Metrics

Score 4.8/10

Beta

0.45

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.45

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.54

High:

ABBV

101.37

Low:

KEY

-282.89

Details

PEG Ratio

253.27

High:

MCD

1,299.66

Low:

MRCY

-142.78

Details

Price/Book

6.69

High:

68.72

Low:

ABBV

-2,055.98

Details

Price/Sales

5.23

High:

TIP.MI

1,296.77

Low:

ZIM

0.19

Details

Price/CF

22.63

High:

PSN.L

391.34

Low:

ZIM

0.56

Details

Price/FCF

47.02

High:

PEP

5,253.35

Low:

ZIM

0.87

Details

P/E Ratio

26.54

High:

ABBV

101.37

Low:

KEY

-282.89

Details

PEG Ratio

253.27

High:

MCD

1,299.66

Low:

MRCY

-142.78

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
-0.04%	Sep 2025	-	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
76.83%
💰 Finance
6.42%
📊 ETFs
5.75%
⚡ Utilities
2.41%
🍞 Consumer Non Durables
2.38%
🧬 Health Technology
1.86%
💇‍♀️ Consumer Services
1.43%
🧩 Miscellaneous
0.68%
📦 Distribution Services
0.32%
🏭 Industrial Services
0.29%
🛍️ Retail Trade
0.28%
🚚 Transportation
0.27%
💻 Electronic Technology
0.21%
🖥️ Technology Services
0.19%
📡 Communications
0.16%
⛏️ Energy Minerals
0.07%
🚗 Consumer Durables
0.06%
🧪 Process Industries
0.05%
🪨 Non Energy Minerals
0.03%
💼 Commercial Services
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
13.33%
🇬🇧 LSE
6.65%
🇺🇸 Nasdaq
1.59%
🇮🇹 Borsa Italiana
1.27%
🇳🇴 Oslo Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
12.09%
🇬🇧 United Kingdom
2.94%
🇮🇹 Italy
1.27%
🇨🇦 Canada
0.33%
🇮🇱 Israel
0.29%
🇨🇳 China
0.17%
🇳🇴 Norway
0.03%

Dividends

Dividend Yield

0.75%

70 out of 74 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.05%	50.64%	$0.23
SRG.MI	0.04%	5.61%	$0.28
O	0.04%	5.41%	$3.09
TRIG.L	0.03%	8.79%	$0.07
KO	0.03%	2.97%	$1.89
PHP.L	0.03%	7.87%	$0.06
CTY.L	0.03%	3.88%	$0.19
IMEU.L	0.02%	2.63%	-
USRT	0.02%	3%	-
MCD	0.02%	2.26%	$6.53
PFE	0.02%	6.92%	$1.66
UDVD.L	0.02%	2.09%	-
IUSA.L	0.02%	1.94%	-
ULVR.L	0.02%	3.2%	$1.47
WPC	0.02%	5.21%	$3.67
DVY	0.02%	3.88%	-
JNJ	0.02%	2.86%	$4.81
AGNC	0.02%	13.97%	$1.44
XLV	0.01%	1.78%	-
TRN.MI	0.01%	4.65%	$0.34
MPW	0.01%	7.01%	$0.6
PEP	0.01%	3.81%	$5.15
ABBV	0.01%	3.06%	$6.06
TU	0.01%	7.26%	$1.11
USB	0.01%	4.1%	$1.94
ABT	0.01%	1.75%	$2.16
WTRG	0.01%	3.37%	$1.23
LGEN.L	0.01%	9.16%	$0.2
JPM	0.01%	1.8%	$4.4
ENEL.MI	0.01%	5.99%	$0.43
V	0.01%	0.69%	$2.01
PG	0.01%	2.59%	$3.83
AWK	0.01%	2.23%	$2.89
STWD	0.01%	9.35%	$1.92
AMT	0.01%	3.36%	$6.56
PNN.L	0.01%	6.71%	$0.44
AWR	0.01%	2.56%	$1.72
STAG	0.01%	4.03%	$1.47
SBUX	0.01%	2.86%	$2.24
SVT.L	0.01%	4.78%	$1.17
MA	0.01%	0.5%	$2.46
CPG.L	0.01%	1.89%	$0.44
LTC.US	0%	6.23%	$2.28
CNI	0%	2.67%	$2.42
GPC	0%	2.95%	$3.9
APLE	0%	7.41%	$0.96
SYY	0%	2.56%	$2.01
WM	0%	1.47%	$2.9
CVS	0%	3.62%	$2.54
AKRBP.OL	0%	10.86%	$24.77
PSN.L	0%	5.49%	$0.6
CCI	0%	5.49%	$6.26
RKT.L	0%	3.62%	$1.93
MNDI.L	0%	5.94%	$0.62
SAFE.L	0%	4.85%	$0.28
MSEX	0%	2.53%	$1.29
BYG.L	0%	5.04%	$0.45
TATE.L	0%	3.87%	$0.19
TIP.MI	0%	1.94%	$0.15
KEY	0%	4.34%	$0.82
RIO.L	0%	6.06%	$3.41
CVX	0%	4.4%	$6.28
ADC	0%	4.17%	$2.96
GIS	0%	4.8%	$2.36
BABA	0%	0.76%	$0.98
AGG	0%	3.79%	-
PAGE.L	0%	7.46%	$0.32
NKE	0%	2.17%	$1.45
INTC	0%	0.51%	$0.5
DIS	0%	0.85%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
CNI	Ex-Dividend	Sep 8, 2025	$0.65
JNJ	Pay Day	Sep 9, 2025	$1.30
ZIM	Pay Day	Sep 9, 2025	$0.06
CVX	Pay Day	Sep 10, 2025	$1.71
AGNC	Pay Day	Sep 10, 2025	$0.12
TU	Ex-Dividend	Sep 10, 2025	$0.30
MPW	Ex-Dividend	Sep 11, 2025	$0.08
WM	Ex-Dividend	Sep 12, 2025	$0.82
ULVR.L	Pay Day	Sep 12, 2025	$0.52
KO	Ex-Dividend	Sep 15, 2025	$0.51
KEY	Pay Day	Sep 15, 2025	$0.20
CCI	Ex-Dividend	Sep 15, 2025	$1.06
O	Pay Day	Sep 15, 2025	$0.27
ADC	Pay Day	Sep 15, 2025	$0.26
APLE	Pay Day	Sep 15, 2025	$0.08
MCD	Pay Day	Sep 16, 2025	$1.77
RKT.L	Pay Day	Sep 18, 2025	$1.14
RIO.L	Pay Day	Sep 25, 2025	$1.48
WM	Pay Day	Sep 26, 2025	$0.82
LGEN.L	Pay Day	Sep 26, 2025	$0.08
MNDI.L	Pay Day	Sep 26, 2025	$0.27
CNI	Pay Day	Sep 29, 2025	$0.65
PEP	Pay Day	Sep 30, 2025	$1.42
CCI	Pay Day	Sep 30, 2025	$1.06
STAG	Ex-Dividend	Sep 30, 2025	$0.12
STWD	Ex-Dividend	Sep 30, 2025	$0.48
KO	Pay Day	Oct 1, 2025	$0.51
NKE	Pay Day	Oct 1, 2025	$0.40
TU	Pay Day	Oct 1, 2025	$0.30
GPC	Pay Day	Oct 2, 2025	$1.03
SYY	Ex-Dividend	Oct 3, 2025	$0.54
MPW	Pay Day	Oct 9, 2025	$0.08
PAGE.L	Pay Day	Oct 10, 2025	$0.07
STAG	Pay Day	Oct 15, 2025	$0.12
STWD	Pay Day	Oct 15, 2025	$0.48
PSN.L	Ex-Dividend	Oct 16, 2025	$0.27
SYY	Pay Day	Oct 24, 2025	$0.54
PSN.L	Pay Day	Nov 7, 2025	$0.27

Performance Metrics

Score 4.8/10

Beta

0.45

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.45

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.54

High:

ABBV

101.37

Low:

KEY

-282.89

Details

PEG Ratio

253.27

High:

MCD

1,299.66

Low:

MRCY

-142.78

Details

6.69

High:

68.72

Low:

ABBV

-2,055.98

Details

Price/Sales

5.23

High:

TIP.MI

1,296.77

Low:

ZIM

0.19

Details

Price/CF

22.63

High:

PSN.L

391.34

Low:

ZIM

0.56

Details

Price/FCF

47.02

High:

PEP

5,253.35

Low:

ZIM

0.87

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
-0.04%	Sep 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