Portfolio of reinhardtcoetzee on eToro

reinhardtcoetzee

🇿🇦 Stock and ETF Growth Investor.

742 copiers.

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

Summary

This Month

+5.43%

Year To Date

+51.51%

2 Years

+39.34%

5 Years

+371.09%

10 Years

+18.79%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
25.09%
📊 ETFs
23.68%
🖥️ Technology Services
21.28%
💻 Electronic Technology
11.52%
💰 Finance
6.16%
🛍️ Retail Trade
4.91%
💼 Commercial Services
4.21%
💇‍♀️ Consumer Services
4.21%
🪙 Cryptocurrencies
3.52%
🚗 Consumer Durables
2.42%
🧬 Health Technology
0.95%
🚚 Transportation
0.46%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.59%
🇺🇸 NYSE
33.22%
🌍 Digital Currency
3.52%

Countries Breakdown

Country
Total

🇺🇸 United States
52.28%
🇨🇦 Canada
3.6%
🇮🇪 Ireland
0.26%

Dividends

Dividend Yield

0.89%

30 out of 46 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ABR (12.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.21%	3.87%	-
XLE	0.09%	3.37%	-
ABR	0.09%	12.59%	$1.72
VTV	0.08%	2.19%	-
SBUX	0.04%	2.74%	$2.24
BX	0.04%	2.53%	$3.36
VIG	0.04%	1.72%	-
ABBV	0.03%	3.06%	$6.06
HD	0.03%	2.26%	$8.52
VXUS	0.02%	2.83%	-
XLF	0.02%	1.38%	-
MSFT	0.02%	0.66%	$3
VNQ	0.02%	3.89%	-
XLK	0.02%	0.61%	-
AMT	0.02%	3.33%	$6.56
SPG	0.01%	4.74%	$7.75
DIS	0.01%	0.85%	$0.75
GOOG	0.01%	0.39%	$0.2
UPS	0.01%	7.72%	$6.5
BAM	0.01%	2.96%	$1.41
SCHW	0.01%	1.11%	$1
AAPL	0.01%	0.45%	$0.97
MA	0.01%	0.5%	$2.46
QQQ	0.01%	0.51%	-
META	0.01%	0.28%	$1
UNP	0.01%	2.45%	$5.2
ACN	0.01%	2.33%	$4.99
COST	0.01%	0.53%	$19.22
CRM	0%	0.65%	$0.4
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
HD	Ex-Dividend	Sep 4, 2025	$2.30
UPS	Pay Day	Sep 4, 2025	$1.64
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
SPG	Ex-Dividend	Sep 9, 2025	$2.15
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
HD	Pay Day	Sep 18, 2025	$2.30
BAM	Pay Day	Sep 29, 2025	$0.44
UNP	Pay Day	Sep 30, 2025	$1.38
SPG	Pay Day	Sep 30, 2025	$2.15
NVDA	Pay Day	Oct 2, 2025	$0.01

Performance Metrics

Score 6.6/10

Beta

1.09

0.8

1.2

Sharpe Ratio

0.81

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

4.6

-2

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.44

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

1.38

Jensen's Alpha

4.6

-2

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.44

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

38.33

High:

TSLA

193.35

Low:

HUBS

-2,136.97

Details

PEG Ratio

1,184.43

High:

AAPL

23,990.48

Low:

HUBS

-3,635.38

Details

Price/Book

14.8

High:

68.68

Low:

ABBV

-2,030.89

Details

Price/Sales

10.19

High:

BAM

39.8

Low:

UPS

0.82

Details

Price/CF

29.58

High:

BAM

93.89

Low:

SCHW

4.15

Details

Price/FCF

55.24

High:

SBUX

1,256.06

Low:

SCHW

4.49

Details

P/E Ratio

38.33

High:

TSLA

193.35

Low:

HUBS

-2,136.97

Details

PEG Ratio

1,184.43

High:

AAPL

23,990.48

Low:

HUBS

-3,635.38

Details

Worst Drawdowns

Depth	Start	End	Total months
-46.4%	Nov 2021	Nov 2024	36
-20.33%	Oct 2018	Apr 2019	6
-11.51%	Feb 2025	Jul 2025	5
-10.78%	Feb 2020	Apr 2020	2
-8.97%	Mar 2021	Jun 2021	3
-6.65%	Feb 2018	May 2018	3
-6.11%	May 2019	Jun 2019	1
-5.96%	Sep 2020	Nov 2020	2
-5.63%	Jul 2021	Oct 2021	3
-4.39%	Aug 2019	Dec 2019	4
-3.07%	Dec 2024	Jan 2025	1
-0.9%	Sep 2017	Oct 2017	1
-0.82%	Jun 2017	Jul 2017	1
-0.78%	Jul 2018	Aug 2018	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
25.09%
📊 ETFs
23.68%
🖥️ Technology Services
21.28%
💻 Electronic Technology
11.52%
💰 Finance
6.16%
🛍️ Retail Trade
4.91%
💼 Commercial Services
4.21%
💇‍♀️ Consumer Services
4.21%
🪙 Cryptocurrencies
3.52%
🚗 Consumer Durables
2.42%
🧬 Health Technology
0.95%
🚚 Transportation
0.46%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.59%
🇺🇸 NYSE
33.22%
🌍 Digital Currency
3.52%

Countries Breakdown

Country
Total

🇺🇸 United States
52.28%
🇨🇦 Canada
3.6%
🇮🇪 Ireland
0.26%

Dividends

Dividend Yield

0.89%

30 out of 46 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ABR (12.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.21%	3.87%	-
XLE	0.09%	3.37%	-
ABR	0.09%	12.59%	$1.72
VTV	0.08%	2.19%	-
SBUX	0.04%	2.74%	$2.24
BX	0.04%	2.53%	$3.36
VIG	0.04%	1.72%	-
ABBV	0.03%	3.06%	$6.06
HD	0.03%	2.26%	$8.52
VXUS	0.02%	2.83%	-
XLF	0.02%	1.38%	-
MSFT	0.02%	0.66%	$3
VNQ	0.02%	3.89%	-
XLK	0.02%	0.61%	-
AMT	0.02%	3.33%	$6.56
SPG	0.01%	4.74%	$7.75
DIS	0.01%	0.85%	$0.75
GOOG	0.01%	0.39%	$0.2
UPS	0.01%	7.72%	$6.5
BAM	0.01%	2.96%	$1.41
SCHW	0.01%	1.11%	$1
AAPL	0.01%	0.45%	$0.97
MA	0.01%	0.5%	$2.46
QQQ	0.01%	0.51%	-
META	0.01%	0.28%	$1
UNP	0.01%	2.45%	$5.2
ACN	0.01%	2.33%	$4.99
COST	0.01%	0.53%	$19.22
CRM	0%	0.65%	$0.4
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
HD	Ex-Dividend	Sep 4, 2025	$2.30
UPS	Pay Day	Sep 4, 2025	$1.64
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
SPG	Ex-Dividend	Sep 9, 2025	$2.15
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
HD	Pay Day	Sep 18, 2025	$2.30
BAM	Pay Day	Sep 29, 2025	$0.44
UNP	Pay Day	Sep 30, 2025	$1.38
SPG	Pay Day	Sep 30, 2025	$2.15
NVDA	Pay Day	Oct 2, 2025	$0.01

Performance Metrics

Score 6.6/10

Beta

1.09

0.8

1.2

Sharpe Ratio

0.81

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

4.6

-2

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.44

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

1.38

Jensen's Alpha

4.6

-2

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.44

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

38.33

High:

TSLA

193.35

Low:

HUBS

-2,136.97

Details

PEG Ratio

1,184.43

High:

AAPL

23,990.48

Low:

HUBS

-3,635.38

Details

14.8

High:

68.68

Low:

ABBV

-2,030.89

Details

Price/Sales

10.19

High:

BAM

39.8

Low:

UPS

0.82

Details

Price/CF

29.58

High:

BAM

93.89

Low:

SCHW

4.15

Details

Price/FCF

55.24

High:

SBUX

1,256.06

Low:

SCHW

4.49

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-46.4%	Nov 2021	Nov 2024	36
-20.33%	Oct 2018	Apr 2019	6
-11.51%	Feb 2025	Jul 2025	5
-10.78%	Feb 2020	Apr 2020	2
-8.97%	Mar 2021	Jun 2021	3
-6.65%	Feb 2018	May 2018	3
-6.11%	May 2019	Jun 2019	1
-5.96%	Sep 2020	Nov 2020	2
-5.63%	Jul 2021	Oct 2021	3
-4.39%	Aug 2019	Dec 2019	4
-3.07%	Dec 2024	Jan 2025	1
-0.9%	Sep 2017	Oct 2017	1
-0.82%	Jun 2017	Jul 2017	1
-0.78%	Jul 2018	Aug 2018	1

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics