Effective portfolio of opalito on eToro

opalito

🇪🇸 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.

Summary

-1.85%

Today

-2.65%

This Month

-3.62%

Year To Date

-2.29%

2 Years

-2.29%

5 Years

-4.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
19.45%
📊 ETFs
15.89%
💻 Electronic Technology
7.41%
🖥️ Technology Services
7.38%
🧬 Health Technology
7.03%
🛍️ Retail Trade
4.2%
🛠️ Producer Manufacturing
3.57%
💼 Commercial Services
3.03%
🍞 Consumer Non Durables
3.03%
🚗 Consumer Durables
2.95%
🪙 Cryptocurrencies
2.89%
🪨 Non Energy Minerals
2.79%
🧪 Process Industries
2.13%
🧩 Miscellaneous
1.32%
📡 Communications
1.26%
⚡ Utilities
1.07%
💵 Cash
0.95%
💇‍♀️ Consumer Services
0.91%
🏥 Health Services
0.86%
🚚 Transportation
0.74%
🏭 Industrial Services
0.65%
⛏️ Energy Minerals
0.35%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.74%
🇺🇸 NYSE
24.18%
🇬🇧 LSE
12.23%
🇩🇪 Xetra ETFs
4.22%
🌍 Digital Currency
2.89%
🇫🇷 Euronext Paris
2.27%
🇳🇱 Euronext Amsterdam
1.99%
🇦🇺 Sydney
1.83%
🇩🇪 FRA
1.31%
🇮🇹 Borsa Italiana
1.28%
🇸🇪 Stockholm Stock Exchange
0.87%
🇨🇭 SIX
0.73%
🇺🇸 Chicago Board Options Exchange
0.35%

Countries Breakdown

Country
Total

🇺🇸 United States
40.62%
🇬🇧 United Kingdom
12.29%
🇫🇷 France
2.27%
🇩🇪 Germany
2.1%
🇳🇱 Netherlands
1.99%
🇮🇪 Ireland
1.85%
🇦🇺 Australia
1.83%
🇮🇹 Italy
1.28%
🇨🇦 Canada
1.15%
🇫🇮 Finland
0.78%
🇨🇭 Switzerland
0.73%
🇨🇳 China
0.7%
🇧🇷 Brazil
0.69%
🇰🇾 Cayman Islands
0.43%
🇸🇪 Sweden
0.1%

Dividends

Dividend Yield

1.76%

74 out of 127 instruments pay dividend.

16 dividend payments in the next 30 days.

Highest Dividend: $ASHM.L (11.08%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MCHI	0.21%	2.02%	-
PHNX.L	0.15%	10.31%	$0.53
ASHM.L	0.13%	11.08%	$0.17
MNG.L	0.07%	9.23%	$0.2
LGEN.L	0.06%	8.3%	$0.2
NDA_SE.ST	0.06%	7.47%	$10.62
C	0.05%	3.14%	$2.12
GSK	0.04%	3.81%	$1.45
LAND.L	0.04%	7.11%	$0.4
INGA.NV	0.04%	5.72%	$1.11
ITUB	0.04%	6.1%	$0.15
BLND.L	0.04%	6.44%	$0.23
ENEL.MI	0.04%	6.19%	$0.43
SREN.ZU	0.03%	4.44%	$6.22
CME	0.03%	4.12%	$9.75
CDA.ASX	0.03%	1.61%	-
AKE.PA	0.03%	4.39%	$3.5
UTG.L	0.03%	4.62%	$0.35
PM	0.03%	3.54%	$5.2
CRH.L	0.03%	1.59%	$1.61
DGE.L	0.02%	3.74%	$0.81
AKZA.NV	0.02%	3.28%	$1.98
RF.PA	0.02%	3.3%	$2.42
CALM	0.02%	4.9%	$1.87
PINC	0.02%	4.61%	$0.84
BIL	0.02%	4.92%	-
SSTK	0.02%	6.1%	$1.14
KO	0.02%	2.75%	$1.89
GILD	0.02%	2.64%	$3.04
AALB.NV	0.02%	3.18%	$1.13
BA.L	0.02%	2.11%	$0.3
ULVR.L	0.02%	3.17%	$1.47
MC	0.02%	3.96%	$2.4
UWMC	0.02%	6.26%	$0.4
LHX	0.02%	2.13%	$4.6
ETN	0.02%	1.35%	$3.6
ELIS.PA	0.01%	1.94%	$0.43
TLT	0.01%	4.06%	-
PRU.L	0.01%	2.22%	$0.28
PGR	0.01%	1.75%	$1.15
ALGT	0.01%	3.95%	$2.4
AZN	0.01%	1.96%	$1.42
VIRT	0.01%	2.62%	$0.96
TMF	0.01%	3.68%	-
SXS.L	0.01%	3.3%	$0.79
AXP	0.01%	1.07%	$2.6
GRI.L	0.01%	3.7%	$0.07
ATKR	0.01%	1.97%	$0.64
GBX.US	0.01%	2.16%	$1.2
SM	0.01%	2.75%	$0.66
TJX	0.01%	1.26%	$1.42
TMUS	0.01%	1.24%	$1.95
TEP.PA	0.01%	3.81%	$3.85
MSFT	0.01%	0.8%	$3
RR.L	0.01%	0.77%	-
RHM.DE	0.01%	0.51%	$5.7
PUK	0.01%	2.14%	$0.41
GOOG	0.01%	0.46%	$0.2
VOO	0%	1.23%	-
BABA	0%	0.7%	$0.98
V	0%	0.64%	$2.01
CRS	0%	0.44%	$0.8
MA	0%	0.52%	$2.46
EVO.ST	0%	3.82%	$31.03
UI	0%	0.75%	$2.4
LPLA.US	0%	0.36%	$1.2
PCG	0%	0.44%	$0.03
IWM	0%	1.18%	-
HWM	0%	0.25%	$0.19
MRVL	0%	0.34%	$0.24
MU	0%	0.49%	$0.46
VG	0%	0.18%	-
NBN	0%	0.04%	$0.04
NVDA	0%	0.04%	$0.02

Next Dividends

Instrument	Type	Date	Pay Per Share
NVDA	Ex-Dividend	Mar 12	$0.01
MSFT	Pay Day	Mar 13	$0.83
KO	Ex-Dividend	Mar 14	$0.51
GILD	Ex-Dividend	Mar 14	$0.79
ITUB	Pay Day	Mar 14	$0.22
PINC	Pay Day	Mar 15	$0.21
GOOG	Pay Day	Mar 17	$0.20
VIRT	Pay Day	Mar 17	$0.24
PM	Ex-Dividend	Mar 20	$1.35
UWMC	Ex-Dividend	Mar 20	$0.10
SSTK	Pay Day	Mar 20	$0.33
LHX	Pay Day	Mar 21	$1.20
CME	Pay Day	Mar 26	$1.25
MC	Pay Day	Mar 27	$0.65
GILD	Pay Day	Mar 28	$0.79
ULVR.L	Pay Day	Mar 28	$0.47
ETN	Pay Day	Mar 28	$1.04
PCG	Ex-Dividend	Mar 31	$0.02
ASHM.L	Pay Day	Mar 31	$0.06
VG	Pay Day	Mar 31	$0.02
KO	Pay Day	Apr 1	$0.51
NVDA	Pay Day	Apr 2	$0.01
AXP	Ex-Dividend	Apr 4	$0.82
MA	Ex-Dividend	Apr 9	$0.76
PM	Pay Day	Apr 10	$1.35
UWMC	Pay Day	Apr 10	$0.10
GSK	Pay Day	Apr 10	$0.40
LAND.L	Pay Day	Apr 11	$0.12
AALB.NV	Ex-Dividend	Apr 14	$1.21
PCG	Pay Day	Apr 15	$0.02
UTG.L	Ex-Dividend	Apr 17	$0.31
DGE.L	Pay Day	Apr 24	$0.50
INGA.NV	Ex-Dividend	Apr 24	$0.74
AKZA.NV	Ex-Dividend	Apr 29	$1.61
INGA.NV	Pay Day	May 2	$0.74
AKZA.NV	Pay Day	May 7	$1.61
AALB.NV	Pay Day	May 8	$1.21
AXP	Pay Day	May 9	$0.82
MA	Pay Day	May 9	$0.76
SXS.L	Ex-Dividend	May 15	$0.71
NEXI.MI	Ex-Dividend	May 19	$0.26
NEXI.MI	Pay Day	May 21	$0.26
TEP.PA	Ex-Dividend	May 26	$4.40
TEP.PA	Pay Day	May 28	$4.40
UTG.L	Pay Day	May 30	$0.31
TMUS	Ex-Dividend	May 30	$0.88
TMUS	Pay Day	Jun 12	$0.88
IWM	Pay Day	Jun 17	$-
MCHI	Pay Day	Jun 17	$-
SXS.L	Pay Day	Jun 27	$0.71
TMF	Pay Day	Jul 2	$-
VOO	Pay Day	Jul 2	$-

Performance Metrics

Score 1.8/10

Beta

1.32

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-7.61

-8

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.15

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

0.2

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-7.61

-8

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.15

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

0.2

0.3

0.6

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-5.15%	Dec 2024	-	4

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
19.45%
📊 ETFs
15.89%
💻 Electronic Technology
7.41%
🖥️ Technology Services
7.38%
🧬 Health Technology
7.03%
🛍️ Retail Trade
4.2%
🛠️ Producer Manufacturing
3.57%
💼 Commercial Services
3.03%
🍞 Consumer Non Durables
3.03%
🚗 Consumer Durables
2.95%
🪙 Cryptocurrencies
2.89%
🪨 Non Energy Minerals
2.79%
🧪 Process Industries
2.13%
🧩 Miscellaneous
1.32%
📡 Communications
1.26%
⚡ Utilities
1.07%
💵 Cash
0.95%
💇‍♀️ Consumer Services
0.91%
🏥 Health Services
0.86%
🚚 Transportation
0.74%
🏭 Industrial Services
0.65%
⛏️ Energy Minerals
0.35%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.74%
🇺🇸 NYSE
24.18%
🇬🇧 LSE
12.23%
🇩🇪 Xetra ETFs
4.22%
🌍 Digital Currency
2.89%
🇫🇷 Euronext Paris
2.27%
🇳🇱 Euronext Amsterdam
1.99%
🇦🇺 Sydney
1.83%
🇩🇪 FRA
1.31%
🇮🇹 Borsa Italiana
1.28%
🇸🇪 Stockholm Stock Exchange
0.87%
🇨🇭 SIX
0.73%
🇺🇸 Chicago Board Options Exchange
0.35%

Countries Breakdown

Country
Total

🇺🇸 United States
40.62%
🇬🇧 United Kingdom
12.29%
🇫🇷 France
2.27%
🇩🇪 Germany
2.1%
🇳🇱 Netherlands
1.99%
🇮🇪 Ireland
1.85%
🇦🇺 Australia
1.83%
🇮🇹 Italy
1.28%
🇨🇦 Canada
1.15%
🇫🇮 Finland
0.78%
🇨🇭 Switzerland
0.73%
🇨🇳 China
0.7%
🇧🇷 Brazil
0.69%
🇰🇾 Cayman Islands
0.43%
🇸🇪 Sweden
0.1%

Dividends

Dividend Yield

1.76%

74 out of 127 instruments pay dividend.

16 dividend payments in the next 30 days.

Highest Dividend: $ASHM.L (11.08%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MCHI	0.21%	2.02%	-
PHNX.L	0.15%	10.31%	$0.53
ASHM.L	0.13%	11.08%	$0.17
MNG.L	0.07%	9.23%	$0.2
LGEN.L	0.06%	8.3%	$0.2
NDA_SE.ST	0.06%	7.47%	$10.62
C	0.05%	3.14%	$2.12
GSK	0.04%	3.81%	$1.45
LAND.L	0.04%	7.11%	$0.4
INGA.NV	0.04%	5.72%	$1.11
ITUB	0.04%	6.1%	$0.15
BLND.L	0.04%	6.44%	$0.23
ENEL.MI	0.04%	6.19%	$0.43
SREN.ZU	0.03%	4.44%	$6.22
CME	0.03%	4.12%	$9.75
CDA.ASX	0.03%	1.61%	-
AKE.PA	0.03%	4.39%	$3.5
UTG.L	0.03%	4.62%	$0.35
PM	0.03%	3.54%	$5.2
CRH.L	0.03%	1.59%	$1.61
DGE.L	0.02%	3.74%	$0.81
AKZA.NV	0.02%	3.28%	$1.98
RF.PA	0.02%	3.3%	$2.42
CALM	0.02%	4.9%	$1.87
PINC	0.02%	4.61%	$0.84
BIL	0.02%	4.92%	-
SSTK	0.02%	6.1%	$1.14
KO	0.02%	2.75%	$1.89
GILD	0.02%	2.64%	$3.04
AALB.NV	0.02%	3.18%	$1.13
BA.L	0.02%	2.11%	$0.3
ULVR.L	0.02%	3.17%	$1.47
MC	0.02%	3.96%	$2.4
UWMC	0.02%	6.26%	$0.4
LHX	0.02%	2.13%	$4.6
ETN	0.02%	1.35%	$3.6
ELIS.PA	0.01%	1.94%	$0.43
TLT	0.01%	4.06%	-
PRU.L	0.01%	2.22%	$0.28
PGR	0.01%	1.75%	$1.15
ALGT	0.01%	3.95%	$2.4
AZN	0.01%	1.96%	$1.42
VIRT	0.01%	2.62%	$0.96
TMF	0.01%	3.68%	-
SXS.L	0.01%	3.3%	$0.79
AXP	0.01%	1.07%	$2.6
GRI.L	0.01%	3.7%	$0.07
ATKR	0.01%	1.97%	$0.64
GBX.US	0.01%	2.16%	$1.2
SM	0.01%	2.75%	$0.66
TJX	0.01%	1.26%	$1.42
TMUS	0.01%	1.24%	$1.95
TEP.PA	0.01%	3.81%	$3.85
MSFT	0.01%	0.8%	$3
RR.L	0.01%	0.77%	-
RHM.DE	0.01%	0.51%	$5.7
PUK	0.01%	2.14%	$0.41
GOOG	0.01%	0.46%	$0.2
VOO	0%	1.23%	-
BABA	0%	0.7%	$0.98
V	0%	0.64%	$2.01
CRS	0%	0.44%	$0.8
MA	0%	0.52%	$2.46
EVO.ST	0%	3.82%	$31.03
UI	0%	0.75%	$2.4
LPLA.US	0%	0.36%	$1.2
PCG	0%	0.44%	$0.03
IWM	0%	1.18%	-
HWM	0%	0.25%	$0.19
MRVL	0%	0.34%	$0.24
MU	0%	0.49%	$0.46
VG	0%	0.18%	-
NBN	0%	0.04%	$0.04
NVDA	0%	0.04%	$0.02

Next Dividends

Instrument	Type	Date	Pay Per Share
NVDA	Ex-Dividend	Mar 12	$0.01
MSFT	Pay Day	Mar 13	$0.83
KO	Ex-Dividend	Mar 14	$0.51
GILD	Ex-Dividend	Mar 14	$0.79
ITUB	Pay Day	Mar 14	$0.22
PINC	Pay Day	Mar 15	$0.21
GOOG	Pay Day	Mar 17	$0.20
VIRT	Pay Day	Mar 17	$0.24
PM	Ex-Dividend	Mar 20	$1.35
UWMC	Ex-Dividend	Mar 20	$0.10
SSTK	Pay Day	Mar 20	$0.33
LHX	Pay Day	Mar 21	$1.20
CME	Pay Day	Mar 26	$1.25
MC	Pay Day	Mar 27	$0.65
GILD	Pay Day	Mar 28	$0.79
ULVR.L	Pay Day	Mar 28	$0.47
ETN	Pay Day	Mar 28	$1.04
PCG	Ex-Dividend	Mar 31	$0.02
ASHM.L	Pay Day	Mar 31	$0.06
VG	Pay Day	Mar 31	$0.02
KO	Pay Day	Apr 1	$0.51
NVDA	Pay Day	Apr 2	$0.01
AXP	Ex-Dividend	Apr 4	$0.82
MA	Ex-Dividend	Apr 9	$0.76
PM	Pay Day	Apr 10	$1.35
UWMC	Pay Day	Apr 10	$0.10
GSK	Pay Day	Apr 10	$0.40
LAND.L	Pay Day	Apr 11	$0.12
AALB.NV	Ex-Dividend	Apr 14	$1.21
PCG	Pay Day	Apr 15	$0.02
UTG.L	Ex-Dividend	Apr 17	$0.31
DGE.L	Pay Day	Apr 24	$0.50
INGA.NV	Ex-Dividend	Apr 24	$0.74
AKZA.NV	Ex-Dividend	Apr 29	$1.61
INGA.NV	Pay Day	May 2	$0.74
AKZA.NV	Pay Day	May 7	$1.61
AALB.NV	Pay Day	May 8	$1.21
AXP	Pay Day	May 9	$0.82
MA	Pay Day	May 9	$0.76
SXS.L	Ex-Dividend	May 15	$0.71
NEXI.MI	Ex-Dividend	May 19	$0.26
NEXI.MI	Pay Day	May 21	$0.26
TEP.PA	Ex-Dividend	May 26	$4.40
TEP.PA	Pay Day	May 28	$4.40
UTG.L	Pay Day	May 30	$0.31
TMUS	Ex-Dividend	May 30	$0.88
TMUS	Pay Day	Jun 12	$0.88
IWM	Pay Day	Jun 17	$-
MCHI	Pay Day	Jun 17	$-
SXS.L	Pay Day	Jun 27	$0.71
TMF	Pay Day	Jul 2	$-
VOO	Pay Day	Jul 2	$-

Performance Metrics

Score 1.8/10

Beta

1.32

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-7.61

-8

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.15

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

0.2

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-7.61

-8

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.15

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

0.2

0.3

0.6

Depth

Start

End

Total months

-5.15%

Dec 2024

Diversification

Dividends

Performance MetricsYear to dateAll TimeCustomAll Time

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateAll TimeCustomAll Time

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics