Effective portfolio of yfridel on eToro

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yfridel

🇬🇧 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.

Effective Portfolio

Summary

-0.22%

This Month

+14.11%

Year To Date

+67.72%

2 Years

+64.47%

5 Years

+346.99%

10 Years

+29.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
37.76%
💻 Electronic Technology
18.37%
🛍️ Retail Trade
8.75%
💵 Cash
7.93%
💰 Finance
4.17%
🪙 Cryptocurrencies
4.13%
🚗 Consumer Durables
2.87%
💇‍♀️ Consumer Services
2.44%
⛏️ Energy Minerals
2.42%
💼 Commercial Services
2.4%
🛠️ Producer Manufacturing
1.8%
📊 ETFs
1.41%
📡 Communications
1.23%
🧬 Health Technology
0.77%
🍞 Consumer Non Durables
0.77%
⚡ Utilities
0.55%
🪨 Non Energy Minerals
0.16%
🏥 Health Services
0.14%
🚚 Transportation
0.14%
🧪 Process Industries
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
54.55%
🇺🇸 NYSE
27.1%
🌍 Digital Currency
4.13%
🇬🇧 LSE
1.41%
🇳🇱 Euronext Amsterdam
1.02%
🇺🇸 Chicago Board Options Exchange
0.62%
🇨🇭 SIX
0.4%
🇭🇰 Hong Kong Exchanges
0.28%
🇮🇹 Borsa Italiana
0.28%
🇫🇷 Euronext Paris
0.19%
🇪🇸 Bolsa De Madrid
0.16%
🇩🇰 Copenhagen Stock Exchange
0.16%
🇩🇪 FRA
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
67.75%
🇱🇺 Luxembourg
4.83%
🇺🇾 Uruguay
2.33%
🇨🇳 China
2.27%
🇹🇼 Taiwan
1.52%
🇬🇧 United Kingdom
1.43%
🇮🇪 Ireland
1.2%
🇳🇱 Netherlands
1.02%
🇮🇱 Israel
0.97%
🇨🇭 Switzerland
0.58%
🇮🇹 Italy
0.28%
🇫🇷 France
0.19%
🇪🇸 Spain
0.16%
🇩🇰 Denmark
0.16%
🇩🇪 Germany
0.06%
🇸🇪 Sweden
0.05%

Dividends

Dividend Yield

0.5%

47 out of 102 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $AV.L (5.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.1%	0.67%	$3
COP	0.06%	3.36%	$3.25
AV.L	0.06%	5.68%	$0.33
T	0.05%	3.77%	$1.11
AAPL	0.02%	0.43%	$0.97
BAC	0.02%	2.13%	$0.96
NOC	0.02%	1.5%	$7.67
FANG	0.02%	2.81%	$9.26
NKE	0.02%	2.16%	$1.45
TSM	0.02%	1.01%	$1.74
BABA	0.01%	0.73%	$0.98
GOOG	0.01%	0.35%	$0.2
ASML.NV	0.01%	0.97%	$6.1
DIS	0.01%	0.85%	$0.75
INTU	0.01%	0.64%	$3.6
V	0.01%	0.69%	$2.01
NYT	0.01%	1.05%	$0.46
ABBN.ZU	0.01%	1.63%	$0.87
JD.US	0.01%	3.11%	$0.74
IBE.MC	0.01%	3.29%	$0.45
MTCH	0%	1.99%	-
META	0%	0.27%	$1
ROCKB.CO	0%	2.61%	$43
GAW.L	0%	3.65%	$5.5
ETN	0%	1.16%	$3.6
PRY.MI	0%	1.04%	$0.7
GRMN	0%	1.52%	$3.71
TT	0%	0.88%	$3.27
NEE	0%	3.12%	$1.97
IAG.L	0%	1.84%	-
SW	0%	3.4%	$1.18
01211.HK	0%	1.37%	$3.41
NEX.PA	0%	2.06%	$2.3
RR.L	0%	0.97%	-
UI	0%	0.45%	$2.4
SU.PA	0%	1.76%	$3.5
C	0%	2.4%	$2.12
SIE.DE	0%	2.27%	$4.7
NVDA	0%	0.02%	$0.02
VRSK	0%	0.64%	$1.46
JPM	0%	1.8%	$4.4
GS	0%	1.76%	$11
CARR	0%	1.32%	$0.76
AXP	0%	0.94%	$2.6
CRM	0%	0.66%	$0.4
WAB	0%	0.49%	$0.74
0968.HK	0%	1.16%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GRMN	Ex-Dividend	Sep 12, 2025	$0.90
GOOG	Pay Day	Sep 15, 2025	$0.21
NEE	Pay Day	Sep 15, 2025	$0.57
VRSK	Ex-Dividend	Sep 15, 2025	$0.45
TSM	Ex-Dividend	Sep 16, 2025	$0.82
NOC	Pay Day	Sep 17, 2025	$2.31
CRM	Ex-Dividend	Sep 17, 2025	$0.42
SW	Pay Day	Sep 18, 2025	$0.43
BAC	Pay Day	Sep 26, 2025	$0.28
GRMN	Pay Day	Sep 26, 2025	$0.90
GS	Pay Day	Sep 29, 2025	$4.00
TT	Pay Day	Sep 30, 2025	$0.94
VRSK	Pay Day	Sep 30, 2025	$0.45
NKE	Pay Day	Oct 1, 2025	$0.40
NVDA	Pay Day	Oct 2, 2025	$0.01
MTCH	Ex-Dividend	Oct 3, 2025	$0.19
GAW.L	Pay Day	Oct 3, 2025	$0.73
CRM	Pay Day	Oct 9, 2025	$0.42
INTU	Ex-Dividend	Oct 9, 2025	$1.20
TSM	Pay Day	Oct 9, 2025	$0.82
0968.HK	Pay Day	Oct 10, 2025	$0.00
INTU	Pay Day	Oct 17, 2025	$1.20
MTCH	Pay Day	Oct 17, 2025	$0.19

Performance Metrics

Score 7.7/10

Beta

1.47

1.47

0

0.8

1.2

0

2

Sharpe Ratio

0.84

0.84

0

0.5

1

1.5

1.5

Sortino Ratio

1.83

1.83

0

1

2

3

3

Jensen's Alpha

13.82

13.82

-2

0

2

14

14

Omega Ratio

2.05

2.05

0

1

1.5

3

3

Treynor Ratio

1.69

1.69

0

0.75

1.25

2

2

Information Ratio

0.72

0.72

0

0.3

0.6

1

1

Calmar Ratio

0.72

0.72

0

0.3

0.6

1

1

Beta

1.47

1.47

0

0.8

1.2

0

2

Sharpe Ratio

0.84

0.84

0

0.5

1

1.5

1.5

Sortino Ratio

1.83

1.83

0

1

2

3

3

Jensen's Alpha

13.82

13.82

-2

0

2

14

14

Omega Ratio

2.05

2.05

0

1

1.5

3

3

Treynor Ratio

1.69

1.69

0

0.75

1.25

2

2

Information Ratio

0.72

0.72

0

0.3

0.6

1

1

Calmar Ratio

0.72

0.72

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.13

High:

PLTR

508.84

Low:

CRWD

-349.01

Details

PEG Ratio

1,830.42

High:

AAPL

24,772.26

Low:

IOT

-397.77

Details

Price/Book

12.13

High:

VRSK

121.15

Low:

NIO

-74.08

Details

Price/Sales

9.87

High:

MSTR

222.86

Low:

JD.US

0.27

Details

Price/CF

26.79

High:

MSTR

7,511.07

Low:

GS

3.27

Details

Price/FCF

59.53

High:

NEE

2,356.18

Low:

GS

3.62

Details

P/E Ratio

36.13

High:

PLTR

508.84

Low:

CRWD

-349.01

Details

PEG Ratio

1,830.42

High:

AAPL

24,772.26

Low:

IOT

-397.77

Details

Price/Book

12.13

High:

VRSK

121.15

Low:

NIO

-74.08

Details

Price/Sales

9.87

High:

MSTR

222.86

Low:

JD.US

0.27

Details

Price/CF

26.79

High:

MSTR

7,511.07

Low:

GS

3.27

Details

Price/FCF

59.53

High:

NEE

2,356.18

Low:

GS

3.62

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-41.95%	Sep 2021	Nov 2024	38
-20.41%	Feb 2020	Apr 2020	2
-11.51%	Sep 2020	Nov 2020	2
-10.23%	Dec 2024	May 2025	5
-5.71%	Feb 2021	Apr 2021	2
-4.06%	May 2021	Jun 2021	1
-0.22%	Sep 2025	-	1

Monthly Performance