Effective portfolio of zog007 on eToro

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zog007

🇿🇦 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

+0.76%

Today

+0.59%

This Month

-1.41%

Year To Date

+23.12%

2 Years

+42.31%

5 Years

+3.34%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
53.69%
🖥️ Technology Services
14.58%
🍞 Consumer Non Durables
8.95%
🪙 Cryptocurrencies
8.24%
💻 Electronic Technology
4.06%
📊 ETFs
3.68%
💇‍♀️ Consumer Services
2.01%
🪨 Non Energy Minerals
1.47%
⚡ Utilities
0.77%
💹 Forex
0.74%
🚗 Consumer Durables
0.67%
⛏️ Energy Minerals
0.56%
🧬 Health Technology
0.18%
🛍️ Retail Trade
0.17%
🏥 Health Services
0.07%
🛠️ Producer Manufacturing
0.06%
💼 Commercial Services
0.03%
❓ Other
0.02%
📡 Communications
0.01%
🧪 Process Industries
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
68.87%
🇺🇸 Nasdaq
20.01%
🌍 Digital Currency
8.24%
🇭🇰 Hong Kong Exchanges
0.92%
🌍 FX
0.74%
🇺🇸 Chicago Board Options Exchange
0.59%
🇩🇪 Xetra ETFs
0.25%
🇨🇭 SIX
0.08%
🇪🇸 Bolsa De Madrid
0.07%
🇩🇪 FRA
0.06%
🇩🇰 Copenhagen Stock Exchange
0.03%
🇫🇷 Euronext Paris
0.02%
🇦🇪 Dubai Financial Market
0.02%
🇸🇪 Stockholm Stock Exchange
0.02%
🇳🇴 Oslo Stock Exchange
0.02%
🇬🇧 LSE
0.01%
🇫🇮 Helsinki Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
76.76%
🇨🇭 Switzerland
7.68%
🇨🇳 China
1.54%
🇹🇼 Taiwan
0.49%
🇨🇦 Canada
0.48%
🇪🇸 Spain
0.07%
🇩🇪 Germany
0.06%
🇯🇵 Japan
0.05%
🇳🇱 Netherlands
0.04%
🇩🇰 Denmark
0.03%
🇫🇷 France
0.02%
🇸🇪 Sweden
0.02%
🇳🇴 Norway
0.02%
🇱🇺 Luxembourg
0.01%
🇫🇮 Finland
0.01%
🇰🇷 South Korea
0.01%
🇧🇷 Brazil
0.01%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.23%

89 out of 149 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NKE	0.03%	2.7%	$1.45
META	0.03%	0.37%	$1
EXC	0.02%	3.31%	$1.48
VOO	0.02%	1.36%	-
AXP	0.01%	1.1%	$2.6
BKNG	0.01%	0.73%	$17.5
V	0.01%	0.65%	$2.01
BSV	0.01%	3.45%	-
0700.HK	0.01%	0.95%	$3.4
AAPL	0.01%	0.47%	$0.97
EQT	0.01%	1.23%	$0.62
TSM	0.01%	1.24%	$1.74
VUG	0.01%	0.52%	-
BWXT	0%	0.89%	$0.94
IWM	0%	1.24%	-
MU	0%	0.59%	$0.46
RCL	0%	0.79%	-
EMAAR.AE	0%	14.36%	-
IEF	0%	3.6%	-
IBE.MC	0%	3%	$0.45
HST	0%	5.71%	$0.78
ISTB	0%	3.87%	-
MSFT	0%	0.82%	$3
UBSG.ZU	0%	2.95%	$0.64
CCJ	0%	0.25%	$0.09
JPM	0%	2.07%	$4.4
FORTUM.HE	0%	9.61%	$1.15
ABBV	0%	3.28%	$6.06
ABBN.ZU	0%	2.11%	$0.87
GS	0%	2.19%	$11
LMT	0%	2.73%	$12.45
GOLD.BARRICK	0%	2.04%	$0.4
FCX	0%	1.62%	$0.6
PM	0%	3.15%	$5.2
EMAARDEV.AE	0%	10.6%	-
PG	0%	2.53%	$3.83
CME	0%	3.88%	$9.75
DUK	0%	3.43%	$4.1
CDI.PA	0%	2.86%	$13
NEE	0%	3.17%	$1.97
NOVO-B.CO	0%	2.69%	$9.4
UNH	0%	2.05%	$7.74
BOL.ST	0%	2.53%	$7.5
SO	0%	3.19%	$2.82
VALE	0%	7.79%	$1.33
MCD	0%	2.18%	$6.53
QQQ	0%	0.64%	-
NTDOY	0%	0.87%	$0.24
WMT	0%	0.98%	$0.81
XLF	0%	1.43%	-
AVGO	0%	1.16%	$19.7
AGRO	0%	3.78%	$0.33
PGR	0%	1.78%	$1.15
ORK.OL	0%	3.57%	$3
ADP	0%	2.04%	$5.45
NHY.OL	0%	4.07%	$2.5
RHM.DE	0%	0.56%	$5.7
NVDA	0%	0.04%	$0.02
INDA	0%	0.78%	-
WY	0%	3.16%	$0.78
CI	0%	1.73%	$5.26
LDOS	0%	1.06%	$1.5
ELV	0%	1.62%	$6.22
CB	0%	1.69%	$3.49
HAS	0%	4.51%	$2.8
MMC	0%	1.48%	$2.84
GOOG	0%	0.49%	$0.2
DE	0%	1.34%	$5.76
SCHW	0%	1.29%	$1
TJX	0%	1.22%	$1.42
TMUS	0%	1.37%	$1.95
LLY	0%	0.61%	$4.86
NOC	0%	1.71%	$7.67
SPY	0%	1.28%	-
ICE	0%	1.11%	$1.77
KLAC	0%	0.91%	$5.65
BLK	0%	2.24%	$20.2
MC.PA	0%	2.64%	$13
SMSN.L	0%	2.42%	$23.68
MA	0%	0.53%	$2.46
ASML	0%	0.86%	$5.57
COST	0%	0.48%	$19.22
NDA.DE	0%	1.95%	$1.4
INTU	0%	0.65%	$3.6
GOOGL	0%	0.51%	$0.2
DHR	0%	0.57%	$1.05
NVTKL.L	0%	109.46%	-
KER.PA	0%	3.36%	$14
BABA	0%	0.82%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2025	$1.40
FCX	Pay Day	May 1, 2025	$0.15
COST	Ex-Dividend	May 2, 2025	$1.30
KER.PA	Ex-Dividend	May 5, 2025	$4.13
ORK.OL	Pay Day	May 6, 2025	$0.57
ASML	Pay Day	May 6, 2025	$1.92
KER.PA	Pay Day	May 7, 2025	$4.13
EQT	Ex-Dividend	May 7, 2025	$0.16
DE	Pay Day	May 8, 2025	$1.62
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
MA	Pay Day	May 9, 2025	$0.76
SCHW	Ex-Dividend	May 9, 2025	$0.27
NHY.OL	Ex-Dividend	May 12, 2025	$2.25
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
ABBV	Pay Day	May 15, 2025	$1.64
TJX	Ex-Dividend	May 15, 2025	$0.42
MMC	Pay Day	May 15, 2025	$0.82
COST	Pay Day	May 16, 2025	$1.30
0700.HK	Ex-Dividend	May 16, 2025	$0.58
SO	Ex-Dividend	May 19, 2025	$0.72
NHY.OL	Pay Day	May 20, 2025	$2.25
HAS	Ex-Dividend	May 21, 2025	$0.70
SCHW	Pay Day	May 23, 2025	$0.27
WMT	Pay Day	May 27, 2025	$0.24
GS	Ex-Dividend	May 30, 2025	$3.00
0700.HK	Pay Day	May 30, 2025	$0.58
TMUS	Ex-Dividend	May 30, 2025	$0.88
EQT	Pay Day	Jun 2, 2025	$0.16
CI	Ex-Dividend	Jun 3, 2025	$1.51
HAS	Pay Day	Jun 4, 2025	$0.70
TJX	Pay Day	Jun 5, 2025	$0.42
SO	Pay Day	Jun 6, 2025	$0.72
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
ELV	Ex-Dividend	Jun 10, 2025	$1.71
MSFT	Pay Day	Jun 12, 2025	$0.83
TMUS	Pay Day	Jun 12, 2025	$0.88
TSM	Ex-Dividend	Jun 12, 2025	$0.68
ADP	Ex-Dividend	Jun 13, 2025	$1.54
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
CI	Pay Day	Jun 18, 2025	$1.51
ELV	Pay Day	Jun 25, 2025	$1.71
GS	Pay Day	Jun 27, 2025	$3.00
ADP	Pay Day	Jul 1, 2025	$1.54
TSM	Pay Day	Jul 10, 2025	$0.68
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 3.2/10

Beta

0.85

0.85

0

0.8

1.2

0

2

Sharpe Ratio

0.18

0.18

0

0.5

1

1.5

1.5

Sortino Ratio

0.26

0.26

0

1

2

3

3

Jensen's Alpha

-2.66

-2.66

-3

0

2

4.5

4.5

Omega Ratio

0.89

0.89

0

1

1.5

2.5

2.5

Treynor Ratio

0.52

0.52

0

0.75

1.25

2

2

Information Ratio

-0.16

-0.16

-1

0.3

0.6

1

1

Calmar Ratio

0.06

0.06

0

0.3

0.6

1

1

Beta

0.85

0.85

0

0.8

1.2

0

2

Sharpe Ratio

0.18

0.18

0

0.5

1

1.5

1.5

Sortino Ratio

0.26

0.26

0

1

2

3

3

Jensen's Alpha

-2.66

-2.66

-3

0

2

4.5

4.5

Omega Ratio

0.89

0.89

0

1

1.5

2.5

2.5

Treynor Ratio

0.52

0.52

0

0.75

1.25

2

2

Information Ratio

-0.16

-0.16

-1

0.3

0.6

1

1

Calmar Ratio

0.06

0.06

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

15.24

High:

PLTR

606.29

Low:

CRWD

-5,042.67

Details

PEG Ratio

72.8

High:

FCX

1,577.97

Low:

RBLX

-203.53

Details

Price/Book

2.35

High:

RBLX

199.92

Low:

MCD

-59.67

Details

Price/Sales

3.8

High:

MSTR

176.56

Low:

CNC

0.18

Details

Price/CF

27.81

High:

MSTR

7,511.07

Low:

GS

2.57

Details

Price/FCF

60.33

High:

CME

6,797.92

Low:

GS

2.82

Details

P/E Ratio

15.24

High:

PLTR

606.29

Low:

CRWD

-5,042.67

Details

PEG Ratio

72.8

High:

FCX

1,577.97

Low:

RBLX

-203.53

Details

Price/Book

2.35

High:

RBLX

199.92

Low:

MCD

-59.67

Details

Price/Sales

3.8

High:

MSTR

176.56

Low:

CNC

0.18

Details

Price/CF

27.81

High:

MSTR

7,511.07

Low:

GS

2.57

Details

Price/FCF

60.33

High:

CME

6,797.92

Low:

GS

2.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-57.46%	Nov 2021	-	42
-38.29%	May 2018	Oct 2019	17
-28.75%	Dec 2019	Jul 2020	7
-11.19%	Mar 2018	Apr 2018	1
-6.46%	Sep 2020	Jan 2021	4
-3.37%	May 2021	Aug 2021	3
-0.97%	Feb 2021	Mar 2021	1

Monthly Performance