Portfolio of steveann1 on eToro

steveann1

🇮🇩 Diversified ETF Investor.

15 copiers.

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

Summary

+4.03%

This Month

+10.11%

Year To Date

+46.88%

2 Years

+57.55%

5 Years

+131.89%

10 Years

+13.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
27.58%
💻 Electronic Technology
22.91%
🧩 Miscellaneous
21.95%
🖥️ Technology Services
11.51%
💵 Cash
11.51%
💰 Finance
9.58%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.84%
🇺🇸 Nasdaq
33.69%

Countries Breakdown

Country
Total

🇺🇸 United States
28.52%
🇹🇼 Taiwan
15.47%

Dividends

Dividend Yield

0.29%

6 out of 11 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $SPY (0.98%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TSM	0.11%	0.72%	$1.74
SPY	0.11%	0.98%	-
QQQ	0.04%	0.38%	-
GOOG	0.01%	0.22%	$0.2
MSFT	0.01%	0.86%	$3
NVDA	0.01%	0.13%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
NVDA	Ex-Dividend	Jun 4, 2026	$0.25
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
NVDA	Pay Day	Jun 26, 2026	$0.25
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 5.3/10

Beta

0.86

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

0.86

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.14

High:

PLTR

153.9

Low:

BRK.B

14.4

Details

PEG Ratio

55.2

High:

MSFT

83.62

Low:

NVDA

30.03

Details

Price/Book

7.78

High:

PLTR

38.75

Low:

BRK.B

1.43

Details

Price/Sales

11.02

High:

PLTR

67.22

Low:

BRK.B

2.78

Details

Price/CF

25.66

High:

PLTR

138.09

Low:

MSFT

16.2

Details

Price/FCF

59.8

High:

PLTR

139.89

Low:

BRK.B

43.3

Details

P/E Ratio

29.14

High:

PLTR

153.9

Low:

BRK.B

14.4

Details

PEG Ratio

55.2

High:

MSFT

83.62

Low:

NVDA

30.03

Details

Price/Book

7.78

High:

PLTR

38.75

Low:

BRK.B

1.43

Details

Price/Sales

11.02

High:

PLTR

67.22

Low:

BRK.B

2.78

Details

Price/CF

25.66

High:

PLTR

138.09

Low:

MSFT

16.2

Details

Price/FCF

59.8

High:

PLTR

139.89

Low:

BRK.B

43.3

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-31.08%	Dec 2021	Aug 2024	32
-15.94%	Feb 2020	Aug 2020	6
-9.37%	Feb 2025	Jun 2025	4
-5.59%	Nov 2025	Apr 2026	5
-5.05%	Sep 2020	Nov 2020	2
-4.73%	Sep 2021	Oct 2021	1
-2.29%	May 2021	Jun 2021	1
-0.32%	Feb 2021	Apr 2021	2
-0.31%	Oct 2024	Nov 2024	1
-0.27%	Jul 2019	Aug 2019	1

Monthly Performance

Portfolio of steveann1 on eToro

steveann1

🇮🇩 Diversified ETF Investor.

15 copiers.

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

Summary

+4.03%

This Month

+10.11%

Year To Date

+46.88%

2 Years

+57.55%

5 Years

+131.89%

10 Years

+13.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
27.58%
💻 Electronic Technology
22.91%
🧩 Miscellaneous
21.95%
🖥️ Technology Services
11.51%
💵 Cash
11.51%
💰 Finance
9.58%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.84%
🇺🇸 Nasdaq
33.69%

Countries Breakdown

Country
Total

🇺🇸 United States
28.52%
🇹🇼 Taiwan
15.47%

Dividends

Dividend Yield

0.29%

6 out of 11 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $SPY (0.98%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TSM	0.11%	0.72%	$1.74
SPY	0.11%	0.98%	-
QQQ	0.04%	0.38%	-
GOOG	0.01%	0.22%	$0.2
MSFT	0.01%	0.86%	$3
NVDA	0.01%	0.13%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
NVDA	Ex-Dividend	Jun 4, 2026	$0.25
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
NVDA	Pay Day	Jun 26, 2026	$0.25
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 5.3/10

Beta

0.86

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

0.86

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

139.89

Low:

BRK.B

43.3

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-31.08%	Dec 2021	Aug 2024	32
-15.94%	Feb 2020	Aug 2020	6
-9.37%	Feb 2025	Jun 2025	4
-5.59%	Nov 2025	Apr 2026	5
-5.05%	Sep 2020	Nov 2020	2
-4.73%	Sep 2021	Oct 2021	1
-2.29%	May 2021	Jun 2021	1
-0.32%	Feb 2021	Apr 2021	2
-0.31%	Oct 2024	Nov 2024	1
-0.27%	Jul 2019	Aug 2019	1