Portfolio of steverozada on eToro

steverozada

🇪🇸 Stock Value Investor.

2 copiers.

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

Summary

-1.37%

This Month

-0.43%

Year To Date

+52.98%

2 Years

+44.21%

5 Years

+92.4%

10 Years

+10.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
20.74%
💰 Finance
17.2%
🏥 Health Services
11.86%
💵 Cash
11.82%
🧬 Health Technology
11.11%
🍞 Consumer Non Durables
9.12%
🪨 Non Energy Minerals
8.24%
🚗 Consumer Durables
8%
💼 Commercial Services
1.37%
🪙 Cryptocurrencies
0.64%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.85%
🇺🇸 Nasdaq
16.97%
🇫🇷 Euronext Paris
8.31%
🇸🇪 Stockholm Stock Exchange
3.48%
🇩🇪 FRA
1.47%
🌍 Digital Currency
0.64%
Regular Trading Hours - RTH
0.57%

Countries Breakdown

Country
Total

🇺🇸 United States
57.34%
🇫🇷 France
8.31%
🇧🇷 Brazil
8.24%
🇯🇵 Japan
4.99%
🇸🇪 Sweden
3.48%
🇩🇰 Denmark
2.27%
🇨🇳 China
1.54%
🇩🇪 Germany
1.47%

Dividends

Dividend Yield

3.07%

13 out of 20 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VICI	0.89%	6.54%	$1.66
PFE	0.59%	6.69%	$1.66
VALE	0.47%	5.76%	$1.33
UNH	0.27%	2.25%	$7.74
MC.PA	0.22%	2.69%	$13
HMC	0.21%	4.22%	$0.65
O	0.2%	5.41%	$3.09
VOW3.DE	0.09%	5.92%	$9.06
NVO	0.06%	2.81%	$0.98
GOOG	0.03%	0.23%	$0.2
NKE	0.02%	3.76%	$1.45
NKE.RTH	0.02%	3.04%	$1.33
SPGI	0.01%	0.92%	$3.62

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
SPGI	Pay Day	Jun 10, 2026	$0.97
PFE	Pay Day	Jun 12, 2026	$0.43
GOOG	Pay Day	Jun 15, 2026	$0.22
O	Pay Day	Jun 15, 2026	$0.27
HMC	Pay Day	Jun 16, 2026	$0.66
VOW3.DE	Ex-Dividend	Jun 19, 2026	$6.04
VOW3.DE	Pay Day	Jun 23, 2026	$6.04
NKE	Pay Day	Jul 1, 2026	$0.41

Performance Metrics

Score 3.9/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.88

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.88

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.03

High:

49.09

Low:

HMC

-14.72

Details

PEG Ratio

103.19

High:

466.31

Low:

NIO

-15.67

Details

Price/Book

6.27

High:

NIO

20.33

Low:

VOW3.DE

0.25

Details

Price/Sales

4.53

High:

GOOG

10.68

Low:

VOW3.DE

0.14

Details

Price/CF

17.65

High:

NKE

54.38

Low:

UBI.PA

1.56

Details

Price/FCF

53.55

High:

NKE

947.69

Low:

UBI.PA

1.61

Details

P/E Ratio

27.03

High:

49.09

Low:

HMC

-14.72

Details

Worst Drawdowns

Depth	Start	End	Total months
-52%	Dec 2021	Nov 2024	35
-7.74%	Jan 2026	May 2026	4
-6.17%	Jul 2021	Oct 2021	3
-4.47%	Dec 2019	Nov 2020	11
-2.69%	Mar 2025	Jul 2025	4
-2.33%	Dec 2024	Jan 2025	1
-1.37%	Jun 2026	-	1
-1.23%	May 2021	Jun 2021	1
-0.18%	Sep 2019	Oct 2019	1
-0.14%	Mar 2021	Apr 2021	1

Monthly Performance

Portfolio of steverozada on eToro

steverozada

🇪🇸 Stock Value Investor.

2 copiers.

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

Summary

-1.37%

This Month

-0.43%

Year To Date

+52.98%

2 Years

+44.21%

5 Years

+92.4%

10 Years

+10.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
20.74%
💰 Finance
17.2%
🏥 Health Services
11.86%
💵 Cash
11.82%
🧬 Health Technology
11.11%
🍞 Consumer Non Durables
9.12%
🪨 Non Energy Minerals
8.24%
🚗 Consumer Durables
8%
💼 Commercial Services
1.37%
🪙 Cryptocurrencies
0.64%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.85%
🇺🇸 Nasdaq
16.97%
🇫🇷 Euronext Paris
8.31%
🇸🇪 Stockholm Stock Exchange
3.48%
🇩🇪 FRA
1.47%
🌍 Digital Currency
0.64%
Regular Trading Hours - RTH
0.57%

Countries Breakdown

Country
Total

🇺🇸 United States
57.34%
🇫🇷 France
8.31%
🇧🇷 Brazil
8.24%
🇯🇵 Japan
4.99%
🇸🇪 Sweden
3.48%
🇩🇰 Denmark
2.27%
🇨🇳 China
1.54%
🇩🇪 Germany
1.47%

Dividends

Dividend Yield

3.07%

13 out of 20 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VICI	0.89%	6.54%	$1.66
PFE	0.59%	6.69%	$1.66
VALE	0.47%	5.76%	$1.33
UNH	0.27%	2.25%	$7.74
MC.PA	0.22%	2.69%	$13
HMC	0.21%	4.22%	$0.65
O	0.2%	5.41%	$3.09
VOW3.DE	0.09%	5.92%	$9.06
NVO	0.06%	2.81%	$0.98
GOOG	0.03%	0.23%	$0.2
NKE	0.02%	3.76%	$1.45
NKE.RTH	0.02%	3.04%	$1.33
SPGI	0.01%	0.92%	$3.62

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
SPGI	Pay Day	Jun 10, 2026	$0.97
PFE	Pay Day	Jun 12, 2026	$0.43
GOOG	Pay Day	Jun 15, 2026	$0.22
O	Pay Day	Jun 15, 2026	$0.27
HMC	Pay Day	Jun 16, 2026	$0.66
VOW3.DE	Ex-Dividend	Jun 19, 2026	$6.04
VOW3.DE	Pay Day	Jun 23, 2026	$6.04
NKE	Pay Day	Jul 1, 2026	$0.41

Performance Metrics

Score 3.9/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.88

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.61

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.88

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.03

High:

49.09

Low:

HMC

-14.72

Details

27.03

High:

49.09

Low:

HMC

-14.72

Details

Worst Drawdowns

Depth	Start	End	Total months
-52%	Dec 2021	Nov 2024	35
-7.74%	Jan 2026	May 2026	4
-6.17%	Jul 2021	Oct 2021	3
-4.47%	Dec 2019	Nov 2020	11
-2.69%	Mar 2025	Jul 2025	4
-2.33%	Dec 2024	Jan 2025	1
-1.37%	Jun 2026	-	1
-1.23%	May 2021	Jun 2021	1
-0.18%	Sep 2019	Oct 2019	1
-0.14%	Mar 2021	Apr 2021	1