Portfolio of reinhardtcoetzee on eToro

reinhardtcoetzee

🇿🇦 Stock and ETF Growth Investor.

769 copiers.

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

Summary

Today

+2.43%

This Month

+4.41%

Year To Date

+39.09%

2 Years

+51.18%

5 Years

+19.09%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
25.52%
📊 ETFs
23.12%
🖥️ Technology Services
22.3%
💻 Electronic Technology
11.46%
💰 Finance
6.02%
🛍️ Retail Trade
4.82%
💇‍♀️ Consumer Services
4.45%
💼 Commercial Services
3.91%
🪙 Cryptocurrencies
3.51%
🚗 Consumer Durables
2.44%
🧬 Health Technology
0.86%
🚚 Transportation
0.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.3%
🇺🇸 NYSE
32.56%
🌍 Digital Currency
3.51%

Countries Breakdown

Country
Total

🇺🇸 United States
53.21%
🇨🇦 Canada
3.25%
🇮🇪 Ireland
0.28%

Dividends

Dividend Yield

0.9%

30 out of 47 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $ABR (14.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.21%	3.97%	-
ABR	0.1%	14.18%	$1.72
XLE	0.09%	3.5%	-
VTV	0.08%	2.29%	-
SBUX	0.04%	2.6%	$2.24
VIG	0.04%	1.79%	-
BX	0.03%	2.4%	$3.36
ABBV	0.03%	3.42%	$6.06
HD	0.03%	2.53%	$8.52
VXUS	0.02%	2.92%	-
XLF	0.02%	1.4%	-
MSFT	0.02%	0.65%	$3
VNQ	0.02%	4.07%	-
XLK	0.02%	0.67%	-
AMT	0.02%	2.95%	$6.56
SPG	0.01%	5.13%	$7.75
DIS	0.01%	0.82%	$0.75
GOOG	0.01%	0.44%	$0.2
UPS	0.01%	6.59%	$6.5
SCHW	0.01%	1.09%	$1
BAM	0.01%	2.6%	$1.41
AAPL	0.01%	0.48%	$0.97
QQQ	0.01%	0.58%	-
MA	0.01%	0.53%	$2.46
META	0.01%	0.29%	$1
UNP	0.01%	2.4%	$5.2
COST	0.01%	0.52%	$19.22
ACN	0.01%	2.1%	$4.99
CRM	0%	0.62%	$0.4
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
COST	Ex-Dividend	Aug 1, 2025	$1.30
MA	Pay Day	Aug 8, 2025	$0.76
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
ACN	Pay Day	Aug 15, 2025	$1.48
ABBV	Pay Day	Aug 15, 2025	$1.64
COST	Pay Day	Aug 15, 2025	$1.30
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
SBUX	Pay Day	Aug 29, 2025	$0.61
UNP	Ex-Dividend	Aug 29, 2025	$1.38
MSFT	Pay Day	Sep 11, 2025	$0.83
UNP	Pay Day	Sep 30, 2025	$1.38

Performance Metrics

Score 6.6/10

Beta

1.09

0.8

1.2

Sharpe Ratio

0.81

0.5

1.5

Sortino Ratio

1.37

Jensen's Alpha

5.01

-2

Omega Ratio

1.43

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

1.09

0.8

1.2

Sharpe Ratio

0.81

0.5

1.5

Sortino Ratio

1.37

Jensen's Alpha

5.01

-2

Omega Ratio

1.43

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

40.48

High:

TSLA

181.29

Low:

HUBS

-1,212.63

Details

PEG Ratio

84.35

High:

COST

579.22

Low:

HUBS

-1,457.41

Details

Price/Book

15.6

High:

ABBV

235.41

Low:

SBUX

-13.98

Details

Price/Sales

10.42

High:

BAM

69.79

Low:

UPS

0.93

Details

Price/CF

25.05

High:

BAM

98.57

Low:

SCHW

6.53

Details

Price/FCF

42.72

High:

SBUX

1,256.06

Low:

SCHW

7.53

Details