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

Today

-0.02%

This Month

+7.67%

Year To Date

+19.27%

2 Years

+46.19%

5 Years

+7.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
76.96%
💰 Finance
6.81%
📊 ETFs
5.12%
⚡ Utilities
2.43%
🍞 Consumer Non Durables
2.28%
🧬 Health Technology
1.74%
💇‍♀️ Consumer Services
1.34%
🧩 Miscellaneous
0.69%
📦 Distribution Services
0.38%
🏭 Industrial Services
0.3%
🚚 Transportation
0.29%
🛍️ Retail Trade
0.27%
💻 Electronic Technology
0.19%
📡 Communications
0.16%
🖥️ Technology Services
0.15%
⛏️ Energy Minerals
0.07%
🚗 Consumer Durables
0.07%
🧪 Process Industries
0.05%
🪨 Non Energy Minerals
0.03%
💼 Commercial Services
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
12.94%
🇬🇧 LSE
6.68%
🇺🇸 Nasdaq
1.47%
🇮🇹 Borsa Italiana
1.27%
🇳🇴 Oslo Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
11.86%
🇬🇧 United Kingdom
3.31%
🇮🇹 Italy
1.27%
🇨🇦 Canada
0.38%
🇮🇱 Israel
0.26%
🇨🇳 China
0.15%
🇳🇴 Norway
0.03%

Dividends

Dividend Yield

0.76%

75 out of 78 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $ZIM (49.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.05%	49.46%	$0.23
SRG.MI	0.04%	5.7%	$0.28
O	0.04%	5.65%	$3.09
TRIG.L	0.04%	7.6%	$0.07
KO	0.03%	2.87%	$1.89
PHP.L	0.03%	7.3%	$0.06
CTY.L	0.03%	3.87%	$0.19
IMEU.L	0.02%	2.63%	-
MCD	0.02%	2.35%	$6.53
PFE	0.02%	7.02%	$1.66
UDVD.L	0.02%	2.17%	-
USRT	0.02%	2.81%	-
WPC	0.02%	5.73%	$3.67
ULVR.L	0.02%	3.41%	$1.47
JNJ	0.02%	3.1%	$4.81
IUSA.L	0.02%	1.94%	-
AGNC	0.02%	15.49%	$1.44
DVY	0.01%	3.69%	-
TRN.MI	0.01%	4.64%	$0.34
MPW	0.01%	7.93%	$0.6
ABBV	0.01%	3.49%	$6.06
XLV	0.01%	1.76%	-
PEP	0.01%	3.88%	$5.15
USB	0.01%	4.35%	$1.94
TU	0.01%	6.82%	$1.11
ABT	0.01%	1.87%	$2.16
AGR.L	0.01%	6.7%	$0.03
WTRG	0.01%	3.48%	$1.23
LGEN.L	0.01%	8.22%	$0.2
JPM	0.01%	1.82%	$4.4
ENEL.MI	0.01%	6.09%	$0.43
V	0.01%	0.65%	$2.01
AWK	0.01%	2.19%	$2.89
STWD	0.01%	9.72%	$1.92
AMT	0.01%	2.93%	$6.56
PNN.L	0.01%	5.91%	$0.44
PHNX.L	0.01%	8.23%	$0.53
AWR	0.01%	2.49%	$1.72
PG	0.01%	2.66%	$3.83
STAG	0.01%	4.17%	$1.47
SBUX	0.01%	2.62%	$2.24
MA	0.01%	0.53%	$2.46
SVT.L	0.01%	4.48%	$1.17
GPC	0.01%	3.27%	$3.9
SYY	0.01%	2.63%	$2.01
LTC.US	0%	6.49%	$2.28
CNI	0%	2.41%	$2.42
APLE	0%	7.76%	$0.96
WM	0%	1.39%	$2.9
CVS	0%	4.31%	$2.54
CPG.L	0%	1.92%	$0.44
CCI	0%	5.42%	$6.26
PSN.L	0%	5.1%	$0.6
AKRBP.OL	0%	10.87%	$24.77
INTC	0%	2.15%	$0.5
RKT.L	0%	4.02%	$1.93
MNDI.L	0%	5.2%	$0.62
SAFE.L	0%	4.51%	$0.28
BNS	0%	5.59%	$3.09
MSEX	0%	2.49%	$1.29
RIO.L	0%	6.71%	$3.41
TATE.L	0%	3.77%	$0.19
BYG.L	0%	4.84%	$0.45
TIP.MI	0%	2.01%	$0.15
KEY	0%	4.47%	$0.82
ADC	0%	4.26%	$2.96
CVX	0%	4.45%	$6.28
GIS	0%	4.91%	$2.36
BABA	0%	0.86%	$0.98
PAGE.L	0%	6.45%	$0.32
AGG	0%	3.81%	-
STJ.L	0%	1.5%	$0.24
NKE	0%	2.12%	$1.45
WBA	0%	4.35%	$1.46
DIS	0%	0.83%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Jul 22, 2025	$0.66
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
PNN.L	Ex-Dividend	Jul 24, 2025	$0.26
PFE	Ex-Dividend	Jul 25, 2025	$0.43
SYY	Pay Day	Jul 25, 2025	$0.54
BYG.L	Pay Day	Jul 25, 2025	$0.32
AKRBP.OL	Pay Day	Jul 28, 2025	$0.63
BNS	Pay Day	Jul 29, 2025	$0.80
JPM	Pay Day	Jul 31, 2025	$1.40
AGNC	Ex-Dividend	Jul 31, 2025	$0.12
CPG.L	Pay Day	Jul 31, 2025	$0.30
STAG	Ex-Dividend	Jul 31, 2025	$0.12
ADC	Ex-Dividend	Jul 31, 2025	$0.26
APLE	Ex-Dividend	Jul 31, 2025	$0.08
CVS	Pay Day	Aug 1, 2025	$0.66
GIS	Pay Day	Aug 1, 2025	$0.61
TATE.L	Pay Day	Aug 1, 2025	$0.18
O	Ex-Dividend	Aug 1, 2025	$0.27
SAFE.L	Pay Day	Aug 7, 2025	$0.14
MA	Pay Day	Aug 8, 2025	$0.76
AGNC	Pay Day	Aug 11, 2025	$0.12
ADC	Pay Day	Aug 14, 2025	$0.26
PG	Pay Day	Aug 15, 2025	$1.06
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
ABBV	Pay Day	Aug 15, 2025	$1.64
ABT	Pay Day	Aug 15, 2025	$0.59
PHP.L	Pay Day	Aug 15, 2025	$0.02
O	Pay Day	Aug 15, 2025	$0.27
STAG	Pay Day	Aug 15, 2025	$0.12
APLE	Pay Day	Aug 15, 2025	$0.08
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SBUX	Pay Day	Aug 29, 2025	$0.61
PFE	Pay Day	Sep 2, 2025	$0.43
KEY	Ex-Dividend	Sep 2, 2025	$0.20
PNN.L	Pay Day	Sep 4, 2025	$0.26
JNJ	Pay Day	Sep 9, 2025	$1.30
KO	Ex-Dividend	Sep 15, 2025	$0.51
KEY	Pay Day	Sep 15, 2025	$0.20
STWD	Ex-Dividend	Sep 30, 2025	$0.48
KO	Pay Day	Oct 1, 2025	$0.51
STWD	Pay Day	Oct 15, 2025	$0.48

Performance Metrics

Score 5/10

Beta

0.46

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

0.54

-2

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.46

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

0.54

-2

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.28

High:

LGEN.L

90.98

Low:

KEY

-111.78

Details

PEG Ratio

1,118.03

High:

9,978.59

Low:

MRCY

-88.08

Details

Price/Book

6.52

High:

ABBV

235.41

Low:

MCD

-61.5

Details

Price/Sales

5.06

High:

TIP.MI

1,260.35

Low:

WBA

0.06

Details

Price/CF

24.56

High:

282.33

Low:

ZIM

0.46

Details

Price/FCF

52.48

High:

PEP

5,253.35

Low:

ZIM

0.6

Details