Portfolio of moberfel on eToro

moberfel

🇦🇹 Diversified ETF Investor.

49 copiers.

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

Summary

+2.54%

This Month

+3.23%

Year To Date

+20.55%

2 Years

+48.97%

5 Years

+48.97%

10 Years

+15.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
37.24%
💵 Cash
18.66%
💰 Finance
8.29%
🖥️ Technology Services
4.14%
❓ Other
4.04%
🧩 Miscellaneous
4.04%
🍞 Consumer Non Durables
3.96%
🛍️ Retail Trade
3.7%
🪙 Cryptocurrencies
3.34%
💻 Electronic Technology
2.59%
⛏️ Energy Minerals
2.36%
🚚 Transportation
2.12%
📡 Communications
1.25%
🧬 Health Technology
1.19%
💼 Commercial Services
1.13%
🛠️ Producer Manufacturing
1.02%
🪨 Non Energy Minerals
0.95%
⚡ Utilities
0.79%
🏭 Industrial Services
0.56%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
31.41%
🇺🇸 Nasdaq
18.14%
🇬🇧 LSE
7.41%
🇭🇰 Hong Kong Exchanges
6.44%
🌍 Digital Currency
3.34%
🇩🇪 Xetra ETFs
3.04%
🇦🇪 Dubai Financial Market
2.74%
🇺🇸 Chicago Board Options Exchange
2.46%
🇳🇴 Oslo Stock Exchange
2.3%
🇫🇷 Euronext Paris
1.95%
Abu Dhabi
1.31%
🇩🇪 FRA
1.25%
🇦🇺 Sydney
0.95%

Countries Breakdown

Country
Total

🇺🇸 United States
14.83%
🇨🇳 China
5.12%
🇭🇰 Hong Kong
2.41%
🇬🇧 United Kingdom
2.28%
🇫🇷 France
1.95%
🇳🇴 Norway
1.71%
🇬🇷 Greece
1.53%
🇨🇦 Canada
1.45%
🇩🇪 Germany
1.25%
🇦🇺 Australia
0.95%
🇸🇬 Singapore
0.59%

Dividends

Dividend Yield

1.27%

30 out of 70 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.15%	12.58%	$2.6
AGNC	0.15%	13.36%	$1.44
DOFG.OL	0.1%	10.91%	-
3998.HK	0.08%	6.32%	-
MAIN	0.07%	5.72%	$2.85
AKSO.OL	0.07%	8.42%	$2
BATS.L	0.06%	5.3%	$2.36
3988.HK	0.06%	4.9%	$0.26
BWLPG.OL	0.05%	8.52%	$37.72
GTT.PA	0.05%	4.72%	$4.36
HIK.L	0.05%	4.04%	$0.57
DTE.DE	0.05%	3.73%	$0.77
PAGP	0.04%	7.75%	$1.17
DAC	0.04%	2.74%	$3.15
9618.HK	0.04%	3.23%	$2.97
RIO.ASX	0.04%	3.75%	$6.54
CVE	0.03%	2.04%	$0.44
IVZ.US	0.03%	2.86%	$0.81
ALSOG.PA	0.03%	2.82%	-
PRU.L	0.02%	1.87%	$0.28
9988.HK	0.01%	0.88%	$0.98
0700.HK	0.01%	1.12%	$3.4
MSFT	0.01%	0.92%	$3
CRM	0.01%	1.01%	$0.4
ASO	0.01%	1.16%	$0.4
SCHW	0.01%	1.18%	$1
PYPL	0.01%	0.75%	-
NVDA	0%	0.14%	$0.02
GOOG	0%	0.24%	$0.2
IBZL.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5.5/10

Beta

0.67

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.92

Jensen's Alpha

-0.93

-2

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

1.5

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

3.03

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.92

Jensen's Alpha

-0.93

-2

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

1.5

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

3.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.15

High:

NVDA

32.31

Low:

CROX

-96.32

Details

PEG Ratio

54.34

High:

ASO

172.97

Low:

NLY

3.25

Details

Price/Book

5.95

High:

NVDA

26.14

Low:

3988.HK

0.49

Details

Price/Sales

6.85

High:

NVDA

20.3

Low:

PAGP

0.11

Details

Price/CF

20.58

High:

NVDA

40.43

Low:

PAGP

1.77

Details

Price/FCF

39.96

High:

9988.HK

2,771.01

Low:

PAGP

2.64

Details

P/E Ratio

24.15

High:

NVDA

32.31

Low:

CROX

-96.32

Details

PEG Ratio

54.34

High:

ASO

172.97

Low:

NLY

3.25

Details

Price/Book

5.95

High:

NVDA

26.14

Low:

3988.HK

0.49

Details

Price/Sales

6.85

High:

NVDA

20.3

Low:

PAGP

0.11

Details

Price/CF

20.58

High:

NVDA

40.43

Low:

PAGP

1.77

Details

Price/FCF

39.96

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	-	2
-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.

49 copiers.

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

Summary

+2.54%

This Month

+3.23%

Year To Date

+20.55%

2 Years

+48.97%

5 Years

+48.97%

10 Years

+15.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
37.24%
💵 Cash
18.66%
💰 Finance
8.29%
🖥️ Technology Services
4.14%
❓ Other
4.04%
🧩 Miscellaneous
4.04%
🍞 Consumer Non Durables
3.96%
🛍️ Retail Trade
3.7%
🪙 Cryptocurrencies
3.34%
💻 Electronic Technology
2.59%
⛏️ Energy Minerals
2.36%
🚚 Transportation
2.12%
📡 Communications
1.25%
🧬 Health Technology
1.19%
💼 Commercial Services
1.13%
🛠️ Producer Manufacturing
1.02%
🪨 Non Energy Minerals
0.95%
⚡ Utilities
0.79%
🏭 Industrial Services
0.56%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
31.41%
🇺🇸 Nasdaq
18.14%
🇬🇧 LSE
7.41%
🇭🇰 Hong Kong Exchanges
6.44%
🌍 Digital Currency
3.34%
🇩🇪 Xetra ETFs
3.04%
🇦🇪 Dubai Financial Market
2.74%
🇺🇸 Chicago Board Options Exchange
2.46%
🇳🇴 Oslo Stock Exchange
2.3%
🇫🇷 Euronext Paris
1.95%
Abu Dhabi
1.31%
🇩🇪 FRA
1.25%
🇦🇺 Sydney
0.95%

Countries Breakdown

Country
Total

🇺🇸 United States
14.83%
🇨🇳 China
5.12%
🇭🇰 Hong Kong
2.41%
🇬🇧 United Kingdom
2.28%
🇫🇷 France
1.95%
🇳🇴 Norway
1.71%
🇬🇷 Greece
1.53%
🇨🇦 Canada
1.45%
🇩🇪 Germany
1.25%
🇦🇺 Australia
0.95%
🇸🇬 Singapore
0.59%

Dividends

Dividend Yield

1.27%

30 out of 70 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.15%	12.58%	$2.6
AGNC	0.15%	13.36%	$1.44
DOFG.OL	0.1%	10.91%	-
3998.HK	0.08%	6.32%	-
MAIN	0.07%	5.72%	$2.85
AKSO.OL	0.07%	8.42%	$2
BATS.L	0.06%	5.3%	$2.36
3988.HK	0.06%	4.9%	$0.26
BWLPG.OL	0.05%	8.52%	$37.72
GTT.PA	0.05%	4.72%	$4.36
HIK.L	0.05%	4.04%	$0.57
DTE.DE	0.05%	3.73%	$0.77
PAGP	0.04%	7.75%	$1.17
DAC	0.04%	2.74%	$3.15
9618.HK	0.04%	3.23%	$2.97
RIO.ASX	0.04%	3.75%	$6.54
CVE	0.03%	2.04%	$0.44
IVZ.US	0.03%	2.86%	$0.81
ALSOG.PA	0.03%	2.82%	-
PRU.L	0.02%	1.87%	$0.28
9988.HK	0.01%	0.88%	$0.98
0700.HK	0.01%	1.12%	$3.4
MSFT	0.01%	0.92%	$3
CRM	0.01%	1.01%	$0.4
ASO	0.01%	1.16%	$0.4
SCHW	0.01%	1.18%	$1
PYPL	0.01%	0.75%	-
NVDA	0%	0.14%	$0.02
GOOG	0%	0.24%	$0.2
IBZL.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5.5/10

Beta

0.67

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.92

Jensen's Alpha

-0.93

-2

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

1.5

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

3.03

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

1.05

0.5

Sortino Ratio

1.92

Jensen's Alpha

-0.93

-2

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

1.5

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

3.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.15

High:

NVDA

32.31

Low:

CROX

-96.32

Details

PEG Ratio

54.34

High:

ASO

172.97

Low:

NLY

3.25

Details

Price/Book

5.95

High:

NVDA

26.14

Low:

3988.HK

0.49

Details

Price/Sales

6.85

High:

NVDA

20.3

Low:

PAGP

0.11

Details

Price/CF

20.58

High:

NVDA

40.43

Low:

PAGP

1.77

Details

Price/FCF

39.96

High:

9988.HK

2,771.01

Low:

PAGP

2.64

Details

P/E Ratio

24.15

High:

NVDA

32.31

Low:

CROX

-96.32

Details

PEG Ratio

54.34

High:

ASO

172.97

Low:

NLY

3.25

Details

Price/Book

5.95

High:

NVDA

26.14

Low:

3988.HK

0.49

Details

Price/Sales

6.85

High:

NVDA

20.3

Low:

PAGP

0.11

Details

Price/CF

20.58

High:

NVDA

40.43

Low:

PAGP

1.77

Details

Price/FCF

39.96

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	-	2
-2.16%	Oct 2024	Nov 2024	1
-1.69%	Nov 2025	Jan 2026	2