Portfolio of moberfel on eToro

moberfel

🇦🇹 Diversified ETF Investor.

50 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.51%

This Month

+7.23%

Year To Date

+20.47%

2 Years

+54.75%

5 Years

+54.75%

10 Years

+16.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.38%
💵 Cash
18.58%
💰 Finance
8.42%
🖥️ Technology Services
4.71%
🧩 Miscellaneous
4.17%
❓ Other
4.06%
🪙 Cryptocurrencies
3.96%
🍞 Consumer Non Durables
3.7%
🛍️ Retail Trade
3.34%
⛏️ Energy Minerals
2.62%
💻 Electronic Technology
2.59%
🚚 Transportation
2.35%
📡 Communications
1.28%
🧬 Health Technology
1.19%
🛠️ Producer Manufacturing
1.11%
💼 Commercial Services
1.07%
🪨 Non Energy Minerals
1.01%
⚡ Utilities
0.88%
🏭 Industrial Services
0.57%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
31.64%
🇺🇸 Nasdaq
17.59%
🇬🇧 LSE
7.75%
🇭🇰 Hong Kong Exchanges
6.08%
🌍 Digital Currency
3.96%
🇩🇪 Xetra ETFs
3.18%
🇦🇪 Dubai Financial Market
2.73%
🇳🇴 Oslo Stock Exchange
2.6%
🇺🇸 Chicago Board Options Exchange
2.34%
🇫🇷 Euronext Paris
1.92%
Abu Dhabi
1.33%
🇩🇪 FRA
1.28%
🇦🇺 Sydney
1.01%

Countries Breakdown

Country
Total

🇺🇸 United States
15.12%
🇨🇳 China
4.94%
🇬🇧 United Kingdom
2.47%
🇭🇰 Hong Kong
2.23%
🇳🇴 Norway
1.96%
🇫🇷 France
1.92%
🇬🇷 Greece
1.71%
🇨🇦 Canada
1.55%
🇩🇪 Germany
1.28%
🇦🇺 Australia
1.01%
🇸🇬 Singapore
0.64%

Dividends

Dividend Yield

1.27%

30 out of 70 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.52%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.15%	12.49%	$2.6
AGNC	0.14%	13.52%	$1.44
DOFG.OL	0.11%	10.06%	-
3998.HK	0.08%	7.2%	-
BATS.L	0.08%	5.95%	$2.36
AKSO.OL	0.08%	8.49%	$2
MAIN	0.06%	5.37%	$2.85
3988.HK	0.05%	4.19%	$0.26
BWLPG.OL	0.05%	7.67%	$37.72
HIK.L	0.05%	3.93%	$0.57
GTT.PA	0.05%	4.14%	$4.36
DTE.DE	0.05%	3.52%	$0.77
PAGP	0.04%	7.22%	$1.17
DAC	0.04%	2.32%	$3.15
9618.HK	0.04%	3.55%	$2.97
RIO.ASX	0.03%	3.36%	$6.54
CVE	0.03%	1.82%	$0.44
IVZ.US	0.03%	2.56%	$0.81
ALSOG.PA	0.02%	3.08%	-
PRU.L	0.02%	1.95%	$0.28
9988.HK	0.01%	0.93%	$0.98
0700.HK	0.01%	1.2%	$3.4
MSFT	0.01%	0.73%	$3
CRM	0.01%	0.66%	$0.4
SCHW	0.01%	1.08%	$1
ASO	0.01%	1.25%	$0.4
PYPL	0.01%	0.76%	-
NVDA	0%	0.12%	$0.02
GOOG	0%	0.25%	$0.2
IBZL.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.8/10

Beta

0.65

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.9

Jensen's Alpha

-0.2

-2

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

2.94

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.9

Jensen's Alpha

-0.2

-2

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

2.94

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.32

High:

NVDA

32.31

Low:

CROX

-96.32

Details

PEG Ratio

66.27

High:

3988.HK

389.31

Low:

AGNC

1.15

Details

Price/Book

6.04

High:

NVDA

26.14

Low:

DAC

0.6

Details

Price/Sales

6.97

High:

NVDA

20.3

Low:

PAGP

0.11

Details

Price/CF

19.76

High:

NVDA

40.43

Low:

PAGP

1.77

Details

Price/FCF

37.18

High:

9988.HK

2,771.01

Low:

PAGP

2.64

Details

P/E Ratio

24.32

High:

NVDA

32.31

Low:

CROX

-96.32

Details

PEG Ratio

66.27

High:

3988.HK

389.31

Low:

AGNC

1.15

Details

Price/Book

6.04

High:

NVDA

26.14

Low:

DAC

0.6

Details

Price/Sales

6.97

High:

NVDA

20.3

Low:

PAGP

0.11

Details

Price/CF

19.76

High:

NVDA

40.43

Low:

PAGP

1.77

Details

Price/FCF

37.18

High:

9988.HK

2,771.01

Low:

PAGP

2.64

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-5.59%	Apr 2024	Jul 2024	3
-4.67%	Mar 2026	May 2026	2
-4.44%	Dec 2024	May 2025	5
-2.62%	Jun 2026	Jul 2026	1
-2.16%	Oct 2024	Nov 2024	1
-1.69%	Nov 2025	Jan 2026	2

Monthly Performance

Portfolio of moberfel on eToro

moberfel

🇦🇹 Diversified ETF Investor.

50 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.51%

This Month

+7.23%

Year To Date

+20.47%

2 Years

+54.75%

5 Years

+54.75%

10 Years

+16.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.38%
💵 Cash
18.58%
💰 Finance
8.42%
🖥️ Technology Services
4.71%
🧩 Miscellaneous
4.17%
❓ Other
4.06%
🪙 Cryptocurrencies
3.96%
🍞 Consumer Non Durables
3.7%
🛍️ Retail Trade
3.34%
⛏️ Energy Minerals
2.62%
💻 Electronic Technology
2.59%
🚚 Transportation
2.35%
📡 Communications
1.28%
🧬 Health Technology
1.19%
🛠️ Producer Manufacturing
1.11%
💼 Commercial Services
1.07%
🪨 Non Energy Minerals
1.01%
⚡ Utilities
0.88%
🏭 Industrial Services
0.57%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
31.64%
🇺🇸 Nasdaq
17.59%
🇬🇧 LSE
7.75%
🇭🇰 Hong Kong Exchanges
6.08%
🌍 Digital Currency
3.96%
🇩🇪 Xetra ETFs
3.18%
🇦🇪 Dubai Financial Market
2.73%
🇳🇴 Oslo Stock Exchange
2.6%
🇺🇸 Chicago Board Options Exchange
2.34%
🇫🇷 Euronext Paris
1.92%
Abu Dhabi
1.33%
🇩🇪 FRA
1.28%
🇦🇺 Sydney
1.01%

Countries Breakdown

Country
Total

🇺🇸 United States
15.12%
🇨🇳 China
4.94%
🇬🇧 United Kingdom
2.47%
🇭🇰 Hong Kong
2.23%
🇳🇴 Norway
1.96%
🇫🇷 France
1.92%
🇬🇷 Greece
1.71%
🇨🇦 Canada
1.55%
🇩🇪 Germany
1.28%
🇦🇺 Australia
1.01%
🇸🇬 Singapore
0.64%

Dividends

Dividend Yield

1.27%

30 out of 70 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.52%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.15%	12.49%	$2.6
AGNC	0.14%	13.52%	$1.44
DOFG.OL	0.11%	10.06%	-
3998.HK	0.08%	7.2%	-
BATS.L	0.08%	5.95%	$2.36
AKSO.OL	0.08%	8.49%	$2
MAIN	0.06%	5.37%	$2.85
3988.HK	0.05%	4.19%	$0.26
BWLPG.OL	0.05%	7.67%	$37.72
HIK.L	0.05%	3.93%	$0.57
GTT.PA	0.05%	4.14%	$4.36
DTE.DE	0.05%	3.52%	$0.77
PAGP	0.04%	7.22%	$1.17
DAC	0.04%	2.32%	$3.15
9618.HK	0.04%	3.55%	$2.97
RIO.ASX	0.03%	3.36%	$6.54
CVE	0.03%	1.82%	$0.44
IVZ.US	0.03%	2.56%	$0.81
ALSOG.PA	0.02%	3.08%	-
PRU.L	0.02%	1.95%	$0.28
9988.HK	0.01%	0.93%	$0.98
0700.HK	0.01%	1.2%	$3.4
MSFT	0.01%	0.73%	$3
CRM	0.01%	0.66%	$0.4
SCHW	0.01%	1.08%	$1
ASO	0.01%	1.25%	$0.4
PYPL	0.01%	0.76%	-
NVDA	0%	0.12%	$0.02
GOOG	0%	0.25%	$0.2
IBZL.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.8/10

Beta

0.65

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.9

Jensen's Alpha

-0.2

-2

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

2.94

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.9

Jensen's Alpha

-0.2

-2

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

2,771.01

Low:

PAGP

2.64

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-5.59%	Apr 2024	Jul 2024	3
-4.67%	Mar 2026	May 2026	2
-4.44%	Dec 2024	May 2025	5
-2.62%	Jun 2026	Jul 2026	1
-2.16%	Oct 2024	Nov 2024	1
-1.69%	Nov 2025	Jan 2026	2