Effective portfolio of oliverjferrari on eToro

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oliverjferrari

🇬🇧 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

-2.65%

This Month

-9.56%

Year To Date

-10.59%

2 Years

-85.84%

5 Years

-83.56%

10 Years

-27.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.06%
🖥️ Technology Services
11.63%
⛏️ Energy Minerals
8.89%
🧬 Health Technology
8.57%
🍞 Consumer Non Durables
8.42%
💰 Finance
8.39%
🪨 Non Energy Minerals
5.01%
🧩 Miscellaneous
4.67%
🛠️ Producer Manufacturing
3.84%
📊 ETFs
3.25%
⚡ Utilities
3.14%
🧪 Process Industries
1.79%
🏭 Industrial Services
1.27%
❓ Other
0.88%
🛍️ Retail Trade
0.6%
🏥 Health Services
0.39%
💵 Cash
0.38%
🚗 Consumer Durables
0.37%
💼 Commercial Services
0.26%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
31.62%
🇺🇸 Nasdaq
25.2%
🇩🇪 FRA
11.18%
🇬🇧 LSE
9.16%
🇫🇷 Euronext Paris
6.53%
🇨🇭 SIX
6.12%
🇩🇪 Xetra ETFs
2.95%
🇵🇹 Euronext Lisbon
1.41%
🇳🇱 Euronext Amsterdam
1.3%
🇩🇰 Copenhagen Stock Exchange
0.78%
🇸🇪 Stockholm Stock Exchange
0.76%
🇦🇪 Dubai Financial Market
0.67%
🇺🇸 Chicago Board Options Exchange
0.55%
🇳🇴 Oslo Stock Exchange
0.53%
🇫🇮 Helsinki Stock Exchange
0.26%
Regular Trading Hours - RTH
0.21%
🇭🇰 Hong Kong Exchanges
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
37.68%
🇬🇧 United Kingdom
12.77%
🇩🇪 Germany
11.18%
🇨🇭 Switzerland
6.12%
🇹🇼 Taiwan
6.04%
🇫🇷 France
4.91%
🇳🇱 Netherlands
3.73%
🇨🇦 Canada
3.03%
🇵🇹 Portugal
1.41%
🇩🇰 Denmark
0.78%
🇸🇪 Sweden
0.76%
🇰🇷 South Korea
0.64%
🇳🇴 Norway
0.53%
🇧🇷 Brazil
0.53%
🇫🇮 Finland
0.26%
🇱🇺 Luxembourg
0.25%
🇨🇳 China
0.18%
🇮🇱 Israel
0.12%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.61%

67 out of 92 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RI.PA	0.15%	7.49%	$4.7
NWG	0.1%	5.28%	$0.42
SHEL	0.1%	3.41%	$2.7
UL.US	0.09%	4.1%	$1.82
RF.PA	0.09%	6.59%	$2.42
NESN.ZU	0.07%	4.03%	$3
VNA.DE	0.06%	6.1%	$0.9
BP.L	0.06%	4.58%	$0.23
ROP.ZU	0.06%	3%	$9.6
SHL.DE	0.05%	2.86%	$0.95
NTR	0.05%	3.13%	$2.14
GALP.LS	0.05%	3.33%	-
RKT.L	0.05%	4.78%	$1.93
TSM	0.04%	0.69%	$1.74
SHEL.L	0.04%	3.42%	$0.8
HST	0.03%	3.3%	$0.78
B	0.03%	2.12%	$0.4
SAP.DE	0.03%	1.5%	$2.2
AIR.PA	0.03%	1.79%	$1.8
RHM.DE	0.03%	0.94%	$5.7
MSFT	0.03%	0.83%	$3
MC.PA	0.02%	2.69%	$13
D	0.02%	4.04%	$2.67
KGX.DE	0.02%	1.52%	$0.7
UBSG.ZU	0.02%	2.27%	$0.64
GS	0.02%	1.56%	$11
ABBN.ZU	0.02%	1.12%	$0.87
EQT	0.02%	1.18%	$0.62
RR.L	0.02%	0.75%	-
BOL.ST	0.01%	1.95%	$7.5
FCX	0.01%	0.88%	$0.6
CDI.PA	0.01%	3.18%	$13
LNG	0.01%	0.9%	$1.7
JPM	0.01%	1.93%	$4.4
VALE	0.01%	5.76%	$1.33
LLY	0.01%	0.57%	$4.86
NOVO-B.CO	0.01%	4.12%	$9.4
FORTUM.HE	0.01%	3.5%	$1.15
NHY.OL	0.01%	2.54%	$2.5
RRC	0.01%	0.94%	$0.32
VST	0.01%	0.6%	$0.85
ORK.OL	0.01%	4.07%	$3
ASML.NV	0.01%	0.52%	$6.1
CEG	0.01%	0.62%	-
LMT	0.01%	2.63%	$12.45
AGRO	0.01%	2.45%	$0.33
NVDA	0.01%	0.13%	$0.02
GOOG	0.01%	0.23%	$0.2
GAW.L	0.01%	2.53%	$5.5
HO.PA	0.01%	1.68%	$3.4
HAS	0.01%	3.37%	$2.8
CRH	0%	1.43%	-
LDOS	0%	1.36%	$1.5
NOC	0%	1.74%	$7.67
BAYN.DE	0%	0.31%	$0.11
ASML	0%	0.44%	$5.57
META	0%	0.34%	$1
GOOGL	0%	0.23%	$0.2
SMSN.L	0%	0.4%	$23.68
NDA.DE	0%	0.73%	$1.4
GLW	0%	0.59%	$1.12
MU	0%	0.05%	$0.46
NVTKL.L	0%	109.46%	-
AAPL	0%	0.34%	$0.97
RL	0%	1.06%	$3.08
SMT.L	0%	0.31%	$0.03
ITUB	-0.01%	-1.82%	$-0.15

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
GOOGL	Ex-Dividend	Jun 8, 2026	$0.22
LLY	Pay Day	Jun 10, 2026	$1.73
MSFT	Pay Day	Jun 11, 2026	$0.91
HAS	Pay Day	Jun 11, 2026	$0.70
TSM	Ex-Dividend	Jun 11, 2026	$0.95
RKT.L	Pay Day	Jun 12, 2026	$1.70
RRC	Ex-Dividend	Jun 12, 2026	$0.10
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
LDOS	Ex-Dividend	Jun 15, 2026	$0.43
B	Pay Day	Jun 15, 2026	$0.17
GOOGL	Pay Day	Jun 15, 2026	$0.22
NOC	Pay Day	Jun 17, 2026	$2.47
CRH	Pay Day	Jun 17, 2026	$0.39
D	Pay Day	Jun 20, 2026	$0.67
VST	Ex-Dividend	Jun 22, 2026	$0.23
META	Pay Day	Jun 25, 2026	$0.53
RL	Ex-Dividend	Jun 26, 2026	$1.00
LMT	Pay Day	Jun 26, 2026	$3.45
NVDA	Pay Day	Jun 26, 2026	$0.25
BP.L	Pay Day	Jun 26, 2026	$0.08
RRC	Pay Day	Jun 26, 2026	$0.10
UL.US	Pay Day	Jun 26, 2026	$0.55
GS	Pay Day	Jun 29, 2026	$4.50
SHEL	Pay Day	Jun 29, 2026	$0.78
GLW	Pay Day	Jun 29, 2026	$0.28
SHEL.L	Pay Day	Jun 29, 2026	$0.39
HST	Ex-Dividend	Jun 30, 2026	$0.20
LDOS	Pay Day	Jun 30, 2026	$0.43
VST	Pay Day	Jun 30, 2026	$0.23
NTR	Ex-Dividend	Jun 30, 2026	$0.55
JPM	Ex-Dividend	Jul 6, 2026	$1.50
TSM	Pay Day	Jul 9, 2026	$0.95
RL	Pay Day	Jul 10, 2026	$1.00
HST	Pay Day	Jul 15, 2026	$0.20
NTR	Pay Day	Jul 17, 2026	$0.55
RI.PA	Ex-Dividend	Jul 22, 2026	$2.77
RI.PA	Pay Day	Jul 24, 2026	$2.77
JPM	Pay Day	Jul 31, 2026	$1.50

Performance Metrics

Score 2.1/10

Beta

2.04

2.04

0

0.8

1.2

0

3

Sharpe Ratio

-0.23

-0.23

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.4

-0.4

-1

1

2

3

3

Jensen's Alpha

-32.72

-32.72

-33

0

2

4.5

4.5

Omega Ratio

0.71

0.71

0

1

1.5

2.5

2.5

Treynor Ratio

-0.66

-0.66

-1

0.75

1.25

2

2

Information Ratio

-0.43

-0.43

-1

0.3

0.6

1

1

Calmar Ratio

-0.32

-0.32

-1

0.3

0.6

1

1

Beta

2.04

2.04

0

0.8

1.2

0

3

Sharpe Ratio

-0.23

-0.23

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.4

-0.4

-1

1

2

3

3

Jensen's Alpha

-32.72

-32.72

-33

0

2

4.5

4.5

Omega Ratio

0.71

0.71

0

1

1.5

2.5

2.5

Treynor Ratio

-0.66

-0.66

-1

0.75

1.25

2

2

Information Ratio

-0.43

-0.43

-1

0.3

0.6

1

1

Calmar Ratio

-0.32

-0.32

-1

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

30.48

High:

AGRO

796.71

Low:

BE

-5,166.13

Details

PEG Ratio

342.5

High:

SHL.DE

12,351.77

Low:

RF.PA

-476.76

Details

Price/Book

10.03

High:

BE

89.87

Low:

NVTKL.L

0.01

Details

Price/Sales

9.18

High:

PLTR

69.73

Low:

CNC

0.16

Details

Price/CF

20.29

High:

BE

145.64

Low:

CNC

2.04

Details

Price/FCF

48.22

High:

ORK.OL

3,292.59

Low:

CNC

2.28

Details

P/E Ratio

30.48

High:

AGRO

796.71

Low:

BE

-5,166.13

Details

PEG Ratio

342.5

High:

SHL.DE

12,351.77

Low:

RF.PA

-476.76

Details

Price/Book

10.03

High:

BE

89.87

Low:

NVTKL.L

0.01

Details

Price/Sales

9.18

High:

PLTR

69.73

Low:

CNC

0.16

Details

Price/CF

20.29

High:

BE

145.64

Low:

CNC

2.04

Details

Price/FCF

48.22

High:

ORK.OL

3,292.59

Low:

CNC

2.28

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-89.55%	Mar 2021	-	64

Monthly Performance