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

Today

-4.08%

This Month

-6.32%

Year To Date

-8.98%

2 Years

-8.98%

5 Years

-17.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
30.64%
🖥️ Technology Services
13.05%
🏭 Industrial Services
11.51%
🧬 Health Technology
8.29%
💻 Electronic Technology
8.19%
🍞 Consumer Non Durables
6.28%
⚡ Utilities
4.09%
📦 Distribution Services
3.79%
💇‍♀️ Consumer Services
3.4%
🛍️ Retail Trade
2.84%
🛠️ Producer Manufacturing
1.96%
🚚 Transportation
1.86%
🧪 Process Industries
1.81%
💼 Commercial Services
1.8%
💵 Cash
0.44%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
68.95%
🇺🇸 Nasdaq
25.42%
🇫🇷 Euronext Paris
3.15%
🇳🇱 Euronext Amsterdam
2%

Countries Breakdown

Country
Total

🇺🇸 United States
65.57%
🇰🇷 South Korea
5.91%
🇨🇦 Canada
4.39%
🇮🇱 Israel
3.72%
🇫🇷 France
3.15%
🇩🇪 Germany
3.05%
🇮🇳 India
2.52%
🇩🇰 Denmark
2.09%
🇳🇱 Netherlands
2%
🇸🇬 Singapore
1.86%
🇨🇭 Switzerland
1.77%
🇧🇲 Bermuda
1.76%
🇹🇼 Taiwan
1.74%

Dividends

Dividend Yield

2.56%

36 out of 50 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $ARR (20.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ARR	0.33%	20.14%	$3.84
AGNC	0.33%	17.27%	$1.44
ET	0.16%	7.44%	$1.25
MO	0.16%	6.95%	$3.92
EPD	0.15%	6.83%	$2.03
CWEN	0.13%	5.76%	$1.6
FGR.PA	0.13%	4.13%	$4.1
WF	0.13%	5.71%	$2.23
O	0.12%	5.42%	$3.09
BIP	0.1%	5.9%	$0.41
DB	0.09%	3%	$0.49
SHG	0.07%	4.04%	$1.23
RY	0.07%	3.45%	$4.03
AMGN	0.07%	3.34%	$8.76
KB	0.06%	3.37%	$2.39
MDLZ	0.06%	2.73%	$1.7
APD	0.05%	2.7%	$7.04
NVO	0.04%	2.03%	$0.98
PGR	0.04%	1.85%	$1.15
XYL	0.03%	1.34%	$1.38
ICE	0.03%	1.15%	$1.77
TSM	0.02%	1.35%	$1.74
ASML.NV	0.02%	1.14%	$6.1
HDB	0.02%	0.82%	$0.6
DIS	0.02%	1.18%	$0.75
MSFT	0.02%	0.88%	$3
V	0.02%	0.67%	$2.01
LLY	0.01%	0.64%	$4.86
WCN	0.01%	0.59%	$1.12
EFX	0.01%	0.71%	$1.56
MA	0.01%	0.55%	$2.46
GOOGL	0.01%	0.53%	$0.2
MCK	0.01%	0.39%	$2.48
META	0.01%	0.4%	$1
EME	0%	0.26%	$0.79
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RY	Ex-Dividend	Apr 24, 2025	$1.03
ASML.NV	Ex-Dividend	Apr 25, 2025	$2.10
ARR	Pay Day	Apr 29, 2025	$0.24
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
EPD	Ex-Dividend	Apr 30, 2025	$0.54
MO	Pay Day	Apr 30, 2025	$1.02
EME	Pay Day	Apr 30, 2025	$0.25
O	Ex-Dividend	May 1, 2025	$0.27
ASML.NV	Pay Day	May 6, 2025	$2.10
MA	Pay Day	May 9, 2025	$0.76
AGNC	Pay Day	May 9, 2025	$0.12
APD	Pay Day	May 12, 2025	$1.79
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
O	Pay Day	May 15, 2025	$0.27
AMGN	Ex-Dividend	May 16, 2025	$2.38
FGR.PA	Ex-Dividend	May 21, 2025	$5.12
DB	Ex-Dividend	May 23, 2025	$0.71
FGR.PA	Pay Day	May 23, 2025	$5.12
RY	Pay Day	May 23, 2025	$1.03
DB	Pay Day	May 27, 2025	$0.71
AMGN	Pay Day	Jun 6, 2025	$2.38
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
DIS	Ex-Dividend	Jun 24, 2025	$0.50
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 1.9/10

Beta

0.83

0.8

1.2

Sharpe Ratio

-1.07

-2

0.5

1.5

Sortino Ratio

-1.31

-2

Jensen's Alpha

-9.45

-10

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.59

-2

0.75

1.25

Information Ratio

-1.12

-2

0.3

0.6

Calmar Ratio

-1.53

-2

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

-1.07

-2

0.5

1.5

Sortino Ratio

-1.31

-2

Jensen's Alpha

-9.45

-10

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.59

-2

0.75

1.25

Information Ratio

-1.12

-2

0.3

0.6

Calmar Ratio

-1.53

-2

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.12

High:

BIP

2,607.48

Low:

-1,946.66

Details

PEG Ratio

183.58

High:

HDB

4,048.98

Low:

-2,177.77

Details

Price/Book

5.56

High:

72.91

Low:

WIX

-113.77

Details

Price/Sales

4.58

High:

NVDA

19.21

Low:

MCK

0.26

Details

Price/CF

20.64

High:

AGNC

94.94

Low:

1.01

Details

Price/FCF

39.65

High:

LLY

631.92

Low:

1.09

Details