Effective portfolio of rfdfernandes on eToro

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rfdfernandes

🇬🇧 Stock and ETF Investor.

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

Effective Portfolio

Summary

-0.21%

Today

+1.09%

This Month

+15.06%

Year To Date

+1031.18%

2 Years

+588.98%

5 Years

+65.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
18.9%
📊 ETFs
16.77%
💻 Electronic Technology
12.43%
💰 Finance
9.39%
🛠️ Producer Manufacturing
6.11%
🚚 Transportation
6.1%
🛍️ Retail Trade
3.34%
🪨 Non Energy Minerals
2.86%
🏭 Industrial Services
2.5%
🚗 Consumer Durables
1.98%
⚡ Utilities
1.78%
🧬 Health Technology
1.51%
⛏️ Energy Minerals
0.95%
🪙 Cryptocurrencies
0.85%
💹 Forex
0.73%
🏥 Health Services
0.61%
📦 Distribution Services
0.53%
🧪 Process Industries
0.52%
🍞 Consumer Non Durables
0.44%
💼 Commercial Services
0.42%
❓ Other
0.38%
📡 Communications
0.32%
📈 Indexes
0.22%
💵 Cash
0.2%
🧩 Miscellaneous
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.96%
🇺🇸 NYSE
27.69%
🇬🇧 LSE
8.34%
🇭🇰 Hong Kong Exchanges
3.69%
🇨🇭 SIX
2.05%
🇩🇪 FRA
1.54%
🇳🇴 Oslo Stock Exchange
1.42%
🇪🇸 Bolsa De Madrid
1.38%
🇫🇷 Euronext Paris
1.27%
🇩🇰 Copenhagen Stock Exchange
0.91%
🌍 Digital Currency
0.85%
🇺🇸 Chicago Board Options Exchange
0.77%
🌍 FX
0.73%
🇩🇪 Xetra ETFs
0.68%
🇮🇹 Borsa Italiana
0.56%
🇦🇪 Dubai Financial Market
0.38%
🇸🇪 Stockholm Stock Exchange
0.25%
🌍 CFD
0.22%
🇫🇮 Helsinki Stock Exchange
0.12%

Countries Breakdown

Country
Total

🇺🇸 United States
42.71%
🇬🇧 United Kingdom
4.36%
🇨🇳 China
3.74%
🇨🇭 Switzerland
2.48%
🇬🇷 Greece
2.47%
🇮🇪 Ireland
1.74%
🇩🇪 Germany
1.54%
🇳🇴 Norway
1.42%
🇪🇸 Spain
1.38%
🇹🇼 Taiwan
1.31%
🇫🇷 France
1.27%
🇱🇺 Luxembourg
1.23%
🇧🇲 Bermuda
1.05%
🇩🇰 Denmark
0.91%
🇺🇾 Uruguay
0.7%
🇨🇦 Canada
0.66%
🇮🇱 Israel
0.58%
🇮🇹 Italy
0.56%
🇸🇪 Sweden
0.25%
🇳🇱 Netherlands
0.22%
🇫🇮 Finland
0.12%
🇰🇷 South Korea
0.09%
🇧🇷 Brazil
0.07%
🇷🇺 Russia
0.01%

Dividends

Dividend Yield

1.81%

106 out of 162 instruments pay dividend.

12 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HAUTO.OL	0.23%	36.05%	-
BIL	0.2%	4.68%	-
SHV	0.17%	4.69%	-
IBTF	0.1%	4.3%	-
WAWI.OL	0.08%	14.89%	-
INSW	0.08%	10.48%	$5.74
SBLK	0.06%	7.99%	$1.82
DAC	0.06%	3.79%	$3.15
IBE.MC	0.05%	3.34%	$0.45
0390.HK	0.04%	5.12%	$0.21
EMAAR.AE	0.04%	14.36%	-
IAG.L	0.03%	1.88%	-
3323.HK	0.03%	3.89%	$0.25
GS	0.03%	1.71%	$11
ABBN.ZU	0.03%	1.87%	$0.87
C	0.03%	2.46%	$2.12
CCOI	0.03%	7.95%	$3.84
MSFT	0.03%	0.66%	$3
JPM	0.02%	1.84%	$4.4
PAH3.DE	0.02%	5.59%	$2.56
HST	0.02%	4.9%	$0.78
1186.HK	0.02%	6.06%	$0.35
IBTG	0.02%	4.08%	-
UBSG.ZU	0.02%	2.58%	$0.64
1800.HK	0.02%	6.2%	$0.32
JXN	0.02%	3.53%	$2.64
TEP.PA	0.01%	4.9%	$3.85
TSM	0.01%	0.97%	$1.74
FORTUM.HE	0.01%	8.95%	$1.15
ROCKB.CO	0.01%	2.22%	$43
AXP	0.01%	0.98%	$2.6
GOOG	0.01%	0.44%	$0.2
EQT	0.01%	1.07%	$0.62
EMAARDEV.AE	0.01%	10.6%	-
B	0.01%	1.84%	$0.4
GAW.L	0.01%	3.11%	$5.5
RR.L	0.01%	0.6%	-
FCX	0.01%	1.37%	$0.6
ETN	0.01%	1.07%	$3.6
PRY.MI	0.01%	1.31%	$0.7
GRMN	0.01%	1.67%	$3.71
CDI.PA	0.01%	2.9%	$13
TT	0.01%	0.84%	$3.27
NOVO-B.CO	0.01%	2.62%	$9.4
SU.PA	0.01%	1.73%	$3.5
BOL.ST	0.01%	2.53%	$7.5
NEE	0.01%	2.9%	$1.97
META	0.01%	0.29%	$1
01211.HK	0.01%	1.18%	$3.41
SW	0.01%	3.24%	$1.18
OGZDL.L	0.01%	67.74%	-
VALE	0.01%	7.71%	$1.33
JOE	0.01%	1.13%	$0.48
SH	0.01%	5.66%	-
NEX.PA	0.01%	2.33%	$2.3
CVGW	0%	3.08%	$0.4
SVOL	0%	19.27%	-
GE	0%	0.49%	$0.44
0968.HK	0%	8.56%	$0.23
PGRE	0%	0.52%	$0.14
AGRO	0%	3.82%	$0.33
ORK.OL	0%	3.69%	$3
RHM.DE	0%	0.45%	$5.7
NHY.OL	0%	3.73%	$2.5
TLT	0%	4.39%	-
UI	0%	0.59%	$2.4
LMT	0%	2.81%	$12.45
SIE.DE	0%	2.38%	$4.7
JEPI	0%	8.01%	-
INDA	0%	0.74%	-
WY	0%	3.21%	$0.78
LDOS	0%	0.99%	$1.5
9988.HK	0%	0.91%	$0.98
HAS	0%	3.73%	$2.8
VIE.PA	0%	4.63%	$1.25
VRSK	0%	0.56%	$1.46
V	0%	0.66%	$2.01
NOC	0%	1.65%	$7.67
XYLD	0%	9.91%	-
COMT	0%	5.01%	-
UUP	0%	4.8%	-
SPY	0%	1.21%	-
BLK	0%	1.96%	$20.2
MC.PA	0%	2.75%	$13
AAPL	0%	0.48%	$0.97
SMSN.L	0%	2.01%	$23.68
ASML	0%	0.79%	$5.57
INTU	0%	0.56%	$3.6
NDA.DE	0%	1.66%	$1.4
0700.HK	0%	0.87%	$3.4
GOOGL	0%	0.44%	$0.2
CRM	0%	0.63%	$0.4
BCC	0%	0.97%	$0.8
FLOT	0%	5.43%	-
NVTKL.L	0%	109.46%	-
JPST	0%	4.9%	-
WAB	0%	0.43%	$0.74
NVDA	0%	0.02%	$0.02
MU	0%	0.39%	$0.46
INFL	0%	1.65%	-
FTLS	0%	1.55%	-
KER.PA	0%	3.12%	$14
ECL	0%	0.95%	$2.24
LKOD.L	0%	76.06%	-
COST	0%	0.49%	$19.22
BABA	0%	0.89%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
INTU	Pay Day	Jul 18, 2025	$1.04
MU	Pay Day	Jul 22, 2025	$0.12
GE	Pay Day	Jul 25, 2025	$0.36
01211.HK	Pay Day	Jul 29, 2025	$0.55
IBE.MC	Pay Day	Jul 30, 2025	$0.46
CVGW	Pay Day	Jul 30, 2025	$0.20
JPM	Pay Day	Jul 31, 2025	$1.40
0390.HK	Pay Day	Jul 31, 2025	$0.02
FCX	Pay Day	Aug 1, 2025	$0.15
C	Ex-Dividend	Aug 4, 2025	$0.60
AXP	Pay Day	Aug 8, 2025	$0.82
1800.HK	Pay Day	Aug 15, 2025	$0.02
1186.HK	Pay Day	Aug 15, 2025	$0.04
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
C	Pay Day	Aug 22, 2025	$0.60
LMT	Ex-Dividend	Sep 2, 2025	$3.30
TT	Ex-Dividend	Sep 5, 2025	$0.94
MSFT	Pay Day	Sep 11, 2025	$0.83
GRMN	Ex-Dividend	Sep 12, 2025	$0.90
TSM	Ex-Dividend	Sep 16, 2025	$0.82
LMT	Pay Day	Sep 26, 2025	$3.30
GRMN	Pay Day	Sep 26, 2025	$0.90
TT	Pay Day	Sep 30, 2025	$0.94
TSM	Pay Day	Oct 9, 2025	$0.82
COMT	Pay Day	Dec 20, 2025	$0.00
INDA	Pay Day	Dec 20, 2025	$0.00
UUP	Pay Day	Dec 27, 2025	$0.00

Performance Metrics

Score 7.5/10

Beta

2.53

2.53

0

0.8

1.2

0

3

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

10

10

0

1

2

10

10

Jensen's Alpha

369.45

369.45

-2

0

2

370

370

Omega Ratio

8.21

8.21

0

1

1.5

9

9

Treynor Ratio

6.06

6.06

0

0.75

1.25

7

7

Information Ratio

0.48

0.48

0

0.3

0.6

1

1

Calmar Ratio

1.59

1.59

0

0.3

0.6

2

2

Beta

2.53

2.53

0

0.8

1.2

0

3

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

10

10

0

1

2

10

10

Jensen's Alpha

369.45

369.45

-2

0

2

370

370

Omega Ratio

8.21

8.21

0

1

1.5

9

9

Treynor Ratio

6.06

6.06

0

0.75

1.25

7

7

Information Ratio

0.48

0.48

0

0.3

0.6

1

1

Calmar Ratio

1.59

1.59

0

0.3

0.6

2

2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.44

High:

PLTR

648.82

Low:

CRWD

-677.37

Details

PEG Ratio

200.98

High:

COIN

1,427.73

Low:

RBLX

-303.96

Details

Price/Book

10.28

High:

VRSK

341.52

Low:

RR.L

-92.36

Details

Price/Sales

8.42

High:

PLTR

121.76

Low:

1186.HK

0.07

Details

Price/CF

20.89

High:

TTWO

18,296.3

Low:

JXN

1.03

Details

Price/FCF

40.62

High:

ORK.OL

3,292.59

Low:

JXN

1.08

Details

P/E Ratio

35.44

High:

PLTR

648.82

Low:

CRWD

-677.37

Details

PEG Ratio

200.98

High:

COIN

1,427.73

Low:

RBLX

-303.96

Details

Price/Book

10.28

High:

VRSK

341.52

Low:

RR.L

-92.36

Details

Price/Sales

8.42

High:

PLTR

121.76

Low:

1186.HK

0.07

Details

Price/CF

20.89

High:

TTWO

18,296.3

Low:

JXN

1.03

Details

Price/FCF

40.62

High:

ORK.OL

3,292.59

Low:

JXN

1.08

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-41.96%	Nov 2021	Jun 2024	31
-8.72%	Feb 2025	May 2025	3
-2.68%	Dec 2024	Jan 2025	1
-1.56%	Oct 2024	Nov 2024	1

Monthly Performance