Portfolio of moberfel on eToro

moberfel

🇦🇹 Diversified ETF Investor.

54 copiers.

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

Summary

+5.45%

This Month

+3.03%

Year To Date

+30.17%

2 Years

+48.7%

5 Years

+48.7%

10 Years

+17.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.29%
💵 Cash
20.88%
💰 Finance
7.82%
🖥️ Technology Services
4.5%
❓ Other
4.44%
🛍️ Retail Trade
4.4%
🪙 Cryptocurrencies
4%
🧩 Miscellaneous
3.74%
🍞 Consumer Non Durables
3.42%
💻 Electronic Technology
2.68%
⛏️ Energy Minerals
2.03%
🚚 Transportation
1.42%
📡 Communications
1.19%
🧬 Health Technology
1.12%
🛠️ Producer Manufacturing
1.11%
💼 Commercial Services
1.08%
🪨 Non Energy Minerals
1.07%
🏭 Industrial Services
0.51%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
25.81%
🇺🇸 Nasdaq
22.02%
🇭🇰 Hong Kong Exchanges
7.13%
🇬🇧 LSE
6.63%
🌍 Digital Currency
4%
🇦🇪 Dubai Financial Market
3.26%
🇩🇪 Xetra ETFs
3.21%
🇺🇸 Chicago Board Options Exchange
2.37%
🇫🇷 Euronext Paris
2.23%
🇩🇪 FRA
1.19%
Abu Dhabi
1.18%
🇦🇺 Sydney
1.07%
🇳🇴 Oslo Stock Exchange
0.74%

Countries Breakdown

Country
Total

🇺🇸 United States
14.39%
🇨🇳 China
5.92%
🇫🇷 France
2.23%
🇭🇰 Hong Kong
2.07%
🇬🇧 United Kingdom
2.02%
🇬🇷 Greece
1.42%
🇨🇦 Canada
1.29%
🇩🇪 Germany
1.19%
🇦🇺 Australia
1.07%
🇳🇴 Norway
0.74%

Dividends

Dividend Yield

1.08%

28 out of 67 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.38%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.16%	12.37%	$2.6
AGNC	0.15%	13.38%	$1.44
3998.HK	0.08%	6.66%	-
MAIN	0.06%	5.59%	$2.85
3988.HK	0.06%	4.83%	$0.26
DOFG.OL	0.06%	7.43%	-
BATS.L	0.05%	5.82%	$2.36
HIK.L	0.05%	4.53%	$0.57
GTT.PA	0.04%	4.01%	$4.36
DAC	0.04%	2.98%	$3.15
9618.HK	0.04%	3.2%	$2.97
DTE.DE	0.04%	3.38%	$0.77
RIO.ASX	0.04%	3.34%	$6.54
PAGP	0.03%	6.89%	$1.17
CVE	0.03%	2.34%	$0.44
IVZ.US	0.03%	3.49%	$0.81
ALSOG.PA	0.03%	2.49%	-
9988.HK	0.02%	0.75%	$0.98
PRU.L	0.02%	1.78%	$0.28
0700.HK	0.01%	1.02%	$3.4
CRM	0.01%	0.9%	$0.4
MSFT	0.01%	0.85%	$3
ASO	0.01%	0.93%	$0.4
SCHW	0.01%	1.21%	$1
PYPL	0.01%	0.55%	-
GOOG	0%	0.25%	$0.2
IBZL.L	0%	0.04%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 23, 2026	$0.44
9618.HK	Pay Day	Apr 23, 2026	$0.50
AGNC	Ex-Dividend	Apr 30, 2026	$0.12
HIK.L	Pay Day	Apr 30, 2026	$0.48
NLY	Pay Day	Apr 30, 2026	$0.70
MAIN	Ex-Dividend	May 8, 2026	$0.26
AGNC	Pay Day	May 11, 2026	$0.12
0700.HK	Ex-Dividend	May 15, 2026	$0.68
MAIN	Pay Day	May 15, 2026	$0.26
MSFT	Ex-Dividend	May 21, 2026	$0.91
0700.HK	Pay Day	Jun 1, 2026	$0.68
MSFT	Pay Day	Jun 11, 2026	$0.91
GTT.PA	Ex-Dividend	Jun 17, 2026	$5.83
GTT.PA	Pay Day	Jun 19, 2026	$5.83
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5.2/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

-0.98

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

1.2

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

2.73

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

-0.98

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

1.2

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

2.73

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.53

High:

NVDA

41.22

Low:

CROX

-84.17

Details

PEG Ratio

88.75

High:

3998.HK

318.56

Low:

DOFG.OL

6.41

Details

Price/Book

5.95

High:

NVDA

31.22

Low:

3988.HK

0.51

Details

Price/Sales

6.82

High:

NVDA

22.86

Low:

PAGP

0.1

Details

Price/CF

22.56

High:

NVDA

44.64

Low:

PAGP

1.29

Details

Price/FCF

43.97

High:

9988.HK

2,771.01

Low:

PAGP

1.91

Details

P/E Ratio

27.53

High:

NVDA

41.22

Low:

CROX

-84.17

Details

PEG Ratio

88.75

High:

3998.HK

318.56

Low:

DOFG.OL

6.41

Details

Price/Book

5.95

High:

NVDA

31.22

Low:

3988.HK

0.51

Details

Price/Sales

6.82

High:

NVDA

22.86

Low:

PAGP

0.1

Details

Price/CF

22.56

High:

NVDA

44.64

Low:

PAGP

1.29

Details

Price/FCF

43.97

High:

9988.HK

2,771.01

Low:

PAGP

1.91

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-5.59%	Apr 2024	Jul 2024	3
-4.67%	Mar 2026	Apr 2026	1
-4.44%	Dec 2024	May 2025	5
-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.

54 copiers.

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

Summary

+5.45%

This Month

+3.03%

Year To Date

+30.17%

2 Years

+48.7%

5 Years

+48.7%

10 Years

+17.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.29%
💵 Cash
20.88%
💰 Finance
7.82%
🖥️ Technology Services
4.5%
❓ Other
4.44%
🛍️ Retail Trade
4.4%
🪙 Cryptocurrencies
4%
🧩 Miscellaneous
3.74%
🍞 Consumer Non Durables
3.42%
💻 Electronic Technology
2.68%
⛏️ Energy Minerals
2.03%
🚚 Transportation
1.42%
📡 Communications
1.19%
🧬 Health Technology
1.12%
🛠️ Producer Manufacturing
1.11%
💼 Commercial Services
1.08%
🪨 Non Energy Minerals
1.07%
🏭 Industrial Services
0.51%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
25.81%
🇺🇸 Nasdaq
22.02%
🇭🇰 Hong Kong Exchanges
7.13%
🇬🇧 LSE
6.63%
🌍 Digital Currency
4%
🇦🇪 Dubai Financial Market
3.26%
🇩🇪 Xetra ETFs
3.21%
🇺🇸 Chicago Board Options Exchange
2.37%
🇫🇷 Euronext Paris
2.23%
🇩🇪 FRA
1.19%
Abu Dhabi
1.18%
🇦🇺 Sydney
1.07%
🇳🇴 Oslo Stock Exchange
0.74%

Countries Breakdown

Country
Total

🇺🇸 United States
14.39%
🇨🇳 China
5.92%
🇫🇷 France
2.23%
🇭🇰 Hong Kong
2.07%
🇬🇧 United Kingdom
2.02%
🇬🇷 Greece
1.42%
🇨🇦 Canada
1.29%
🇩🇪 Germany
1.19%
🇦🇺 Australia
1.07%
🇳🇴 Norway
0.74%

Dividends

Dividend Yield

1.08%

28 out of 67 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.38%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.16%	12.37%	$2.6
AGNC	0.15%	13.38%	$1.44
3998.HK	0.08%	6.66%	-
MAIN	0.06%	5.59%	$2.85
3988.HK	0.06%	4.83%	$0.26
DOFG.OL	0.06%	7.43%	-
BATS.L	0.05%	5.82%	$2.36
HIK.L	0.05%	4.53%	$0.57
GTT.PA	0.04%	4.01%	$4.36
DAC	0.04%	2.98%	$3.15
9618.HK	0.04%	3.2%	$2.97
DTE.DE	0.04%	3.38%	$0.77
RIO.ASX	0.04%	3.34%	$6.54
PAGP	0.03%	6.89%	$1.17
CVE	0.03%	2.34%	$0.44
IVZ.US	0.03%	3.49%	$0.81
ALSOG.PA	0.03%	2.49%	-
9988.HK	0.02%	0.75%	$0.98
PRU.L	0.02%	1.78%	$0.28
0700.HK	0.01%	1.02%	$3.4
CRM	0.01%	0.9%	$0.4
MSFT	0.01%	0.85%	$3
ASO	0.01%	0.93%	$0.4
SCHW	0.01%	1.21%	$1
PYPL	0.01%	0.55%	-
GOOG	0%	0.25%	$0.2
IBZL.L	0%	0.04%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 23, 2026	$0.44
9618.HK	Pay Day	Apr 23, 2026	$0.50
AGNC	Ex-Dividend	Apr 30, 2026	$0.12
HIK.L	Pay Day	Apr 30, 2026	$0.48
NLY	Pay Day	Apr 30, 2026	$0.70
MAIN	Ex-Dividend	May 8, 2026	$0.26
AGNC	Pay Day	May 11, 2026	$0.12
0700.HK	Ex-Dividend	May 15, 2026	$0.68
MAIN	Pay Day	May 15, 2026	$0.26
MSFT	Ex-Dividend	May 21, 2026	$0.91
0700.HK	Pay Day	Jun 1, 2026	$0.68
MSFT	Pay Day	Jun 11, 2026	$0.91
GTT.PA	Ex-Dividend	Jun 17, 2026	$5.83
GTT.PA	Pay Day	Jun 19, 2026	$5.83
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5.2/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

-0.98

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

1.2

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

2.73

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

-0.98

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

1.2

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

2,771.01

Low:

PAGP

1.91

Details

Drawdowns

Worst Drawdowns

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