Portfolio of sofiamortensen on eToro

sofiamortensen

🇩🇪 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

+0.15%

Today

+0.65%

This Month

+11.69%

Year To Date

+8.52%

2 Years

+8.52%

5 Years

+11.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.92%
🖥️ Technology Services
13.69%
💻 Electronic Technology
10.54%
🏭 Industrial Services
10.3%
🧬 Health Technology
6.68%
🍞 Consumer Non Durables
5.69%
📦 Distribution Services
4.03%
⚡ Utilities
3.89%
💇‍♀️ Consumer Services
3.61%
🛍️ Retail Trade
3.13%
🚚 Transportation
2%
🛠️ Producer Manufacturing
1.98%
💼 Commercial Services
1.79%
🧪 Process Industries
1.71%
💵 Cash
1.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.67%
🇺🇸 Nasdaq
27.62%
🇫🇷 Euronext Paris
2.77%
🇳🇱 Euronext Amsterdam
1.9%

Countries Breakdown

Country
Total

🇺🇸 United States
64.51%
🇰🇷 South Korea
7.51%
🇨🇦 Canada
3.76%
🇩🇪 Germany
3.3%
🇮🇱 Israel
3.13%
🇫🇷 France
2.77%
🇹🇼 Taiwan
2.32%
🇮🇳 India
2.28%
🇸🇬 Singapore
2%
🇩🇰 Denmark
1.94%
🇳🇱 Netherlands
1.9%
🇨🇭 Switzerland
1.85%
🇧🇲 Bermuda
1.69%

Dividends

Dividend Yield

2.18%

36 out of 50 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ARR (17.57%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ARR	0.27%	17.57%	$3.84
AGNC	0.27%	15.49%	$1.44
ET	0.14%	7.51%	$1.25
MO	0.13%	6.93%	$3.92
EPD	0.13%	6.87%	$2.03
CWEN	0.11%	5.23%	$1.6
WF	0.11%	3.85%	$2.23
FGR.PA	0.11%	4.02%	$4.1
O	0.1%	5.65%	$3.09
BIP	0.09%	5.19%	$0.41
DB	0.08%	2.42%	$0.49
RY	0.06%	3.22%	$4.03
SHG	0.06%	2.63%	$1.23
AMGN	0.06%	3.14%	$8.76
KB	0.06%	2.43%	$2.39
MDLZ	0.05%	2.71%	$1.7
APD	0.04%	2.43%	$7.04
NVO	0.04%	1.83%	$0.98
PGR	0.03%	2%	$1.15
XYL	0.02%	1.15%	$1.38
TSM	0.02%	0.96%	$1.74
ICE	0.02%	1.03%	$1.77
ASML.NV	0.02%	1.04%	$6.1
HDB	0.02%	0.85%	$0.6
DIS	0.02%	0.83%	$0.75
MSFT	0.01%	0.65%	$3
V	0.01%	0.65%	$2.01
LLY	0.01%	0.76%	$4.86
WCN	0.01%	0.66%	$1.12
EFX	0.01%	0.64%	$1.56
MA	0.01%	0.53%	$2.46
MCK	0.01%	0.4%	$2.48
GOOGL	0.01%	0.43%	$0.2
META	0.01%	0.29%	$1
EME	0%	0.18%	$0.79
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
RY	Ex-Dividend	Jul 24, 2025	$1.11
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
ARR	Pay Day	Jul 30, 2025	$0.24
AGNC	Ex-Dividend	Jul 31, 2025	$0.12
EPD	Ex-Dividend	Jul 31, 2025	$0.55
EME	Pay Day	Jul 31, 2025	$0.25
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML.NV	Pay Day	Aug 6, 2025	$1.87
MA	Pay Day	Aug 8, 2025	$0.76
AGNC	Pay Day	Aug 11, 2025	$0.12
EPD	Pay Day	Aug 14, 2025	$0.55
LLY	Ex-Dividend	Aug 15, 2025	$1.50
O	Pay Day	Aug 15, 2025	$0.27
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
RY	Pay Day	Aug 22, 2025	$1.11
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
APD	Ex-Dividend	Oct 1, 2025	$1.79
TSM	Pay Day	Oct 9, 2025	$0.82
APD	Pay Day	Nov 10, 2025	$1.79

Performance Metrics

Score 4.4/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

-0.39

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

1.55

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

-0.39

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

1.55

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.07

High:

GRAB

953.57

Low:

BIP

-1,236.64

Details

PEG Ratio

242.76

High:

HDB

4,255.16

Low:

-2,309.44

Details

Price/Book

7.57

High:

75.39

Low:

WIX

-51.59

Details

Price/Sales

6.29

High:

NVDA

28.57

Low:

MCK

0.25

Details

Price/CF

18.61

High:

LLY

79.83

Low:

1.03

Details