Effective portfolio of mrcredo87 on eToro

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mrcredo87

🇬🇧 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+0.6%

This Month

+10.25%

Year To Date

+58.36%

2 Years

-0.18%

5 Years

-0.18%

10 Years

-0.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.92%
⛏️ Energy Minerals
8.34%
💵 Cash
8.16%
📊 ETFs
7.94%
💻 Electronic Technology
7.62%
🖥️ Technology Services
6.11%
🚚 Transportation
5.15%
🧪 Process Industries
4.21%
🚗 Consumer Durables
3.95%
🛍️ Retail Trade
3.83%
🍞 Consumer Non Durables
3.55%
📡 Communications
3.23%
⚡ Utilities
2.62%
🧬 Health Technology
1.07%
🪙 Cryptocurrencies
0.83%
🪨 Non Energy Minerals
0.8%
📦 Distribution Services
0.8%
🌾 Commodities
0.8%
💹 Forex
0.73%
🏭 Industrial Services
0.54%
📈 Indexes
0.16%
🏥 Health Services
0.14%
💇‍♀️ Consumer Services
0.13%
💼 Commercial Services
0.1%
🛠️ Producer Manufacturing
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.44%
🇺🇸 Nasdaq
26.35%
🇫🇮 Helsinki Stock Exchange
8.52%
🇬🇧 LSE
1.69%
🇭🇰 Hong Kong Exchanges
1.34%
🇩🇪 FRA
1.29%
🌍 Digital Currency
0.83%
🌍 Commodity
0.8%
🌍 FX
0.73%
🇫🇷 Euronext Paris
0.6%
🇮🇹 Borsa Italiana
0.42%
🇸🇪 Stockholm Stock Exchange
0.31%
🇺🇸 Chicago Board Options Exchange
0.18%
🌍 CFD
0.16%
🇨🇭 SIX
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
48.59%
🇫🇮 Finland
8.52%
🇬🇧 United Kingdom
4.56%
🇮🇱 Israel
4.27%
🇨🇦 Canada
2.04%
🇨🇳 China
1.88%
🇧🇷 Brazil
1.32%
🇩🇪 Germany
1.29%
🇹🇼 Taiwan
0.8%
🇰🇷 South Korea
0.77%
🇳🇱 Netherlands
0.71%
🇰🇾 Cayman Islands
0.6%
🇫🇷 France
0.6%
🇬🇷 Greece
0.46%
🇮🇹 Italy
0.44%
🇩🇰 Denmark
0.38%
🇭🇰 Hong Kong
0.33%
🇸🇪 Sweden
0.31%
🇺🇾 Uruguay
0.16%
🇮🇪 Ireland
0.15%
🇮🇳 India
0.04%
🇨🇭 Switzerland
0.01%

Dividends

Dividend Yield

7.39%

138 out of 192 instruments pay dividend.

45 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	2.11%	50.26%	$0.23
PSEC	1.29%	24.91%	$0.72
ARR	0.5%	18.2%	$3.84
BDN	0.46%	13.73%	$0.6
IIPR	0.37%	13.26%	$7.34
SDIV	0.19%	10.34%	-
CC	0.17%	4.31%	$1
ABR	0.15%	12%	$1.72
QYLD	0.13%	11.23%	-
AGNC	0.11%	13.89%	$1.44
TGT	0.11%	4.83%	$4.42
VOD	0.1%	3.99%	$0.94
PBR	0.1%	15.04%	$1.73
NLY	0.09%	12.22%	$2.6
AQN	0.09%	4.69%	$0.43
FSK	0.09%	13.62%	$2.47
TWO	0.09%	15.73%	$1.8
NESTE.HE	0.09%	1.2%	$1.2
TYRES.HE	0.08%	5.68%	$0.55
MO	0.06%	6.19%	$3.92
HAS	0.06%	3.51%	$2.8
BATS.L	0.05%	5.83%	$2.36
VZ	0.04%	6.11%	$2.66
EPR	0.04%	6.5%	$3.34
BTI	0.04%	5.37%	$2.92
MAIN	0.04%	4.53%	$2.85
APLE	0.03%	7.36%	$0.96
WU	0.03%	10.63%	$0.94
VALE	0.03%	6.99%	$1.33
UNIT	0.03%	3.06%	$0.6
DLR	0.03%	2.99%	$4.88
BIL	0.03%	4.58%	-
LAND	0.03%	6.24%	$0.56
UPS	0.03%	7.7%	$6.5
TIP	0.02%	2.47%	-
USB	0.02%	4.1%	$1.94
ARCC	0.02%	8.56%	$1.62
MPW	0.02%	6.94%	$0.6
PFE	0.02%	6.87%	$1.66
SHV	0.02%	4.63%	-
VFC	0.02%	2.4%	$0.57
PBR.A	0.02%	10.36%	$2.21
SBLK	0.02%	4.09%	$1.82
RIO	0.02%	5.79%	$4.34
1958.HK	0.02%	7.21%	$0.14
INTC	0.01%	0.51%	$0.5
0992.HK	0.01%	3.56%	$0.38
EVO.ST	0.01%	3.82%	$31.03
GNL	0.01%	11.58%	$1.38
MCHI	0.01%	2.59%	-
IWM	0.01%	1.15%	-
MINT	0.01%	5.03%	-
SRG.MI	0.01%	5.61%	$0.28
VNA.DE	0.01%	4.55%	$0.9
JPST	0.01%	4.83%	-
03993.HK	0.01%	2.2%	$0.17
NVO	0.01%	2.23%	$0.98
TSM	0.01%	1.01%	$1.74
TLT	0.01%	4.3%	-
MSFT	0.01%	0.67%	$3
WM	0.01%	1.47%	$2.9
ADM	0.01%	3.23%	$1.9
BABA	0.01%	0.76%	$0.98
AWK	0.01%	2.22%	$2.89
AM.PA	0.01%	1.76%	$3.37
ENI.MI	0.01%	7%	$0.94
VIE.PA	0.01%	4.93%	$1.25
GOOG	0.01%	0.35%	$0.2
BLK	0.01%	1.89%	$20.2
XOM	0.01%	3.63%	$3.76
DNUT	0%	3.11%	$0.14
SSE.L	0%	3.91%	$0.6
ASML	0%	0.78%	$5.57
ISP.MI	0%	6.44%	$0.3
RHM.DE	0%	0.47%	$5.7
P911.DE	0%	5.25%	$2.31
SW	0%	3.4%	$1.18
BP.L	0%	5.9%	$0.23
NOC	0%	1.5%	$7.67
CVS	0%	3.61%	$2.54
META	0%	0.27%	$1
ENEL.MI	0%	5.99%	$0.43
9618.HK	0%	3.19%	$2.97
CNI	0%	2.66%	$2.42
VOO	0%	1.22%	-
ATKR	0%	2.19%	$0.64
0489.HK	0%	0.61%	$0.33
GOOGL	0%	0.35%	$0.2
LHA.DE	0%	3.98%	$0.3
RNO.PA	0%	6.69%	$1.85
YOU	0%	1.43%	$0.35
MUR	0%	5.11%	$1.15
BND	0%	3.73%	-
TTE.PA	0%	6.33%	$3.06
SPY	0%	1.16%	-
TEP.PA	0%	6.37%	$3.85
CL	0%	2.4%	$1.96
NWG	0%	4.58%	$0.42
UCG.MI	0%	3.69%	$1.8
ENGI.PA	0%	8.4%	$1.43
VTEB	0%	3.27%	-
LAND.L	0%	7.49%	$0.4
JNJ	0%	2.85%	$4.81
MDT.US	0%	3.04%	$2.77
UNH	0%	2.73%	$7.74
CVE	0%	3.49%	$0.44
BAC	0%	2.13%	$0.96
BNP.PA	0%	6.26%	$4.6
FIS	0%	2.27%	$1.76
ELV	0%	2.16%	$6.22
DIS	0%	0.85%	$0.75
LLY	0%	0.8%	$4.86
ITUB	0%	5.54%	$0.15
CS.PA	0%	5.45%	$1.98
AEG	0%	4.99%	$0.28
PEP	0%	3.79%	$5.15
SAN.PA	0%	4.94%	$3.76
NEXI.MI	0%	4.77%	-
ALVAP.PA	0%	3.66%	-
VTI	0%	1.22%	-
IBKR	0%	0.47%	$0.55
SBUX	0%	2.86%	$2.24
KO	0%	2.97%	$1.89
SPY5.L	0%	1.05%	-
INFY	0%	2.63%	$0.39
ORCL	0%	0.77%	$1.6
RYAAY	0%	1.61%	$0.93
BAYN.DE	0%	0.39%	$0.11
SIKA.ZU	0%	1.94%	$3.3
QQQJ	0%	0.67%	-
HDB	0%	0.91%	$0.6
SAP.DE	0%	1.03%	$2.2
LTMC.MI	0%	1.33%	$0.26
RACE	0%	0.72%	$2.64
REY.MI	0%	0.96%	$1
MA	0%	0.5%	$2.46
NVDA	0%	0.02%	$0.02
PWR	0%	0.11%	$0.35

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MAIN	Ex-Dividend	Sep 8, 2025	$0.26
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
CNI	Ex-Dividend	Sep 8, 2025	$0.65
JNJ	Pay Day	Sep 9, 2025	$1.30
ZIM	Pay Day	Sep 9, 2025	$0.06
XOM	Pay Day	Sep 10, 2025	$0.99
AGNC	Pay Day	Sep 10, 2025	$0.12
ELV	Ex-Dividend	Sep 10, 2025	$1.71
LLY	Pay Day	Sep 10, 2025	$1.50
VFC	Ex-Dividend	Sep 10, 2025	$0.09
FIS	Ex-Dividend	Sep 10, 2025	$0.40
ADM	Pay Day	Sep 10, 2025	$0.51
SBLK	Pay Day	Sep 10, 2025	$0.05
YOU	Ex-Dividend	Sep 10, 2025	$0.12
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
MPW	Ex-Dividend	Sep 11, 2025	$0.08
WM	Ex-Dividend	Sep 12, 2025	$0.82
IBKR	Pay Day	Sep 12, 2025	$0.08
CC	Pay Day	Sep 12, 2025	$0.09
NWG	Pay Day	Sep 12, 2025	$0.26
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
UNH	Ex-Dividend	Sep 15, 2025	$2.21
MO	Ex-Dividend	Sep 15, 2025	$1.06
DLR	Ex-Dividend	Sep 15, 2025	$1.22
MAIN	Pay Day	Sep 15, 2025	$0.26
ARCC	Ex-Dividend	Sep 15, 2025	$0.48
GOOGL	Pay Day	Sep 15, 2025	$0.21
APLE	Pay Day	Sep 15, 2025	$0.08
ARR	Ex-Dividend	Sep 15, 2025	$0.24
CVE	Ex-Dividend	Sep 15, 2025	$0.14
EPR	Pay Day	Sep 15, 2025	$0.30
WU	Ex-Dividend	Sep 16, 2025	$0.24
TSM	Ex-Dividend	Sep 16, 2025	$0.82
NOC	Pay Day	Sep 17, 2025	$2.31
FSK	Ex-Dividend	Sep 17, 2025	$0.70
YOU	Pay Day	Sep 17, 2025	$0.12
VFC	Pay Day	Sep 18, 2025	$0.09
SSE.L	Pay Day	Sep 18, 2025	$0.58
SW	Pay Day	Sep 18, 2025	$0.43
ENI.MI	Ex-Dividend	Sep 22, 2025	$0.31
LAND	Ex-Dividend	Sep 22, 2025	$0.05
UNH	Pay Day	Sep 23, 2025	$2.21
BLK	Pay Day	Sep 23, 2025	$5.21
ENI.MI	Pay Day	Sep 24, 2025	$0.31
FIS	Pay Day	Sep 24, 2025	$0.40
RYAAY	Pay Day	Sep 25, 2025	$0.53
ELV	Pay Day	Sep 25, 2025	$1.71
RIO	Pay Day	Sep 25, 2025	$1.48
AEG	Pay Day	Sep 25, 2025	$0.22
BAC	Pay Day	Sep 26, 2025	$0.28
BNP.PA	Ex-Dividend	Sep 26, 2025	$3.05
WM	Pay Day	Sep 26, 2025	$0.82
PSEC	Ex-Dividend	Sep 26, 2025	$0.04
PBR	Pay Day	Sep 29, 2025	$0.11
ARR	Pay Day	Sep 29, 2025	$0.24
CVE	Pay Day	Sep 29, 2025	$0.14
CNI	Pay Day	Sep 29, 2025	$0.65
PEP	Pay Day	Sep 30, 2025	$1.42
WU	Pay Day	Sep 30, 2025	$0.24
BNP.PA	Pay Day	Sep 30, 2025	$3.05
DLR	Pay Day	Sep 30, 2025	$1.22
ARCC	Pay Day	Sep 30, 2025	$0.48
AQN	Ex-Dividend	Sep 30, 2025	$0.06
LAND	Pay Day	Sep 30, 2025	$0.05
KO	Pay Day	Oct 1, 2025	$0.51
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
PWR	Ex-Dividend	Oct 1, 2025	$0.10
NVDA	Pay Day	Oct 2, 2025	$0.01
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
FSK	Pay Day	Oct 2, 2025	$0.70
TTE.PA	Pay Day	Oct 3, 2025	$0.97
BTI	Ex-Dividend	Oct 3, 2025	$0.75
TWO	Ex-Dividend	Oct 3, 2025	$0.34
TSM	Pay Day	Oct 9, 2025	$0.82
MPW	Pay Day	Oct 9, 2025	$0.08
VZ	Ex-Dividend	Oct 10, 2025	$0.69
MO	Pay Day	Oct 10, 2025	$1.06
PWR	Pay Day	Oct 10, 2025	$0.10
AQN	Pay Day	Oct 15, 2025	$0.06
PSEC	Pay Day	Oct 22, 2025	$0.04
TWO	Pay Day	Oct 29, 2025	$0.34
VZ	Pay Day	Nov 3, 2025	$0.69
BATS.L	Pay Day	Nov 7, 2025	$0.76
BTI	Pay Day	Nov 13, 2025	$0.75

Performance Metrics

Score 2.3/10

Beta

1.09

1.09

0

0.8

1.2

0

2

Sharpe Ratio

-0.04

-0.04

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.05

-0.05

-1

1

2

3

3

Jensen's Alpha

-7.26

-7.26

-8

0

2

4.5

4.5

Omega Ratio

0.71

0.71

0

1

1.5

2.5

2.5

Treynor Ratio

-0.07

-0.07

-1

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0

0

-1

0.3

0.6

1

1

Beta

1.09

1.09

0

0.8

1.2

0

2

Sharpe Ratio

-0.04

-0.04

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.05

-0.05

-1

1

2

3

3

Jensen's Alpha

-7.26

-7.26

-8

0

2

4.5

4.5

Omega Ratio

0.71

0.71

0

1

1.5

2.5

2.5

Treynor Ratio

-0.07

-0.07

-1

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0

0

-1

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.29

High:

AFRM

681.89

Low:

0489.HK

-116.91

Details

PEG Ratio

75.63

High:

HDB

11,724.79

Low:

FOLD

-94.04

Details

Price/Book

5.96

High:

APP

142.3

Low:

BA

-52.56

Details

Price/Sales

5.54

High:

HUMA

271.73

Low:

EVFM

0.07

Details

Price/CF

17.41

High:

MSTR

7,511.07

Low:

ZIM

0.56

Details

Price/FCF

45.97

High:

PEP

5,253.35

Low:

IBKR

0.74

Details

P/E Ratio

31.29

High:

AFRM

681.89

Low:

0489.HK

-116.91

Details

PEG Ratio

75.63

High:

HDB

11,724.79

Low:

FOLD

-94.04

Details

Price/Book

5.96

High:

APP

142.3

Low:

BA

-52.56

Details

Price/Sales

5.54

High:

HUMA

271.73

Low:

EVFM

0.07

Details

Price/CF

17.41

High:

MSTR

7,511.07

Low:

ZIM

0.56

Details

Price/FCF

45.97

High:

PEP

5,253.35

Low:

IBKR

0.74

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-43.38%	Feb 2022	-	44

Monthly Performance