MAY
+1.89%
YEAR TO DATE
+0.24%
1 YEAR
+2.2%
5 YEARS
+48.12%
ANNUALIZED RETURN
+5.75%
TRACK RECORD
5.4 years
About DividendGrowth
Investing in stocks allow one the opportunity to capitalize on their investment on two fronts. First, capital gains - as the asset's price increases, so does the value of one's investment. Second, dividend income - companies pay their shareholders a portion of the profits generated.
Investing in dividend-yielding stocks is a strategy that can provide investors with an income generated by these periodic payments. Over the years, some companies tend to pay an increasing dividend annually. Stocks such as these are referred to as "Dividend Aristocrats", and the continuation of these payments becomes of paramount importance to retain and attract investors.
DividendGrowth Smart Portfolio allocates in stocks, based on eToro's asset universe, of high-quality, dividend-paying companies that have paid increasing dividends for at least 20 consecutive years.
The minimum investment for this CopyPortfolio is $500.
Investing in dividend-yielding stocks is a strategy that can provide investors with an income generated by these periodic payments. Over the years, some companies tend to pay an increasing dividend annually. Stocks such as these are referred to as "Dividend Aristocrats", and the continuation of these payments becomes of paramount importance to retain and attract investors.
DividendGrowth Smart Portfolio allocates in stocks, based on eToro's asset universe, of high-quality, dividend-paying companies that have paid increasing dividends for at least 20 consecutive years.
The minimum investment for this CopyPortfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
4,149
Assets Under Copy
$5M+
Risk Score
5
Type
Smart Portfolio
Copiers
4,149
Assets Under Copy
$5M+
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.6% | Apr 2022 | Nov 2022 | 7 |
-10.64% | Mar 2020 | Jul 2020 | 4 |
-10.24% | Dec 2022 | Feb 2024 | 14 |
-10.21% | Oct 2024 | - | 8 |
-3.25% | Sep 2021 | Oct 2021 | 1 |
-3.06% | Oct 2020 | Nov 2020 | 1 |
-2.47% | Jan 2022 | Mar 2022 | 2 |
-2.45% | Jan 2021 | Mar 2021 | 2 |
-2.23% | Apr 2024 | May 2024 | 1 |
-2.16% | Jun 2024 | Jul 2024 | 1 |
-1.68% | Nov 2021 | Dec 2021 | 1 |
Performance Metrics
Score 3.3/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-3.65
-3.65
-4
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-3.65
-3.65
-4
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables19.82%
- 💻 Electronic Technology15.3%
- ⚡ Utilities14.89%
- 🛍️ Retail Trade8.89%
- 🧪 Process Industries8.26%
- 🧬 Health Technology6.67%
- ⛏️ Energy Minerals5.33%
- 🖥️ Technology Services4.92%
- 💰 Finance4.25%
- 💇♀️ Consumer Services3.47%
- 🏭 Industrial Services2.69%
- 📦 Distribution Services2.38%
- 💼 Commercial Services2.26%
- 💵 Cash0.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE76.91%
- 🇺🇸 Nasdaq22.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.87%
- 🇬🇧 United Kingdom3.03%
- 🇨🇦 Canada2.97%
- 🇮🇪 Ireland2.25%
Dividends
Dividend Yield
2.59%
40 out of 40 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $EIX (6.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CNQ | 0.15% | 4.97% | $1.48 |
 BBY | 0.11% | 5.21% | $3.72 |
 CVX | 0.11% | 4.72% | $6.28 |
 TGT | 0.11% | 4.59% | $4.42 |
 ES | 0.11% | 4.45% | $2.78 |
 NEE | 0.1% | 3% | $1.97 |
 PEP | 0.1% | 4.21% | $5.15 |
 EVRG | 0.1% | 3.91% | $2.54 |
 EIX | 0.09% | 6.5% | $3.04 |
 XEL | 0.09% | 3.24% | $2.13 |
 JNJ | 0.09% | 3.23% | $4.81 |
 KMB | 0.08% | 3.73% | $4.8 |
 KO | 0.08% | 2.78% | $1.89 |
 MCD | 0.08% | 2.3% | $6.53 |
 LMT | 0.08% | 2.71% | $12.45 |
 NKE | 0.07% | 2.52% | $1.45 |
 MDT.US | 0.07% | 3.21% | $2.77 |
 PG | 0.07% | 2.51% | $3.83 |
 APD | 0.07% | 2.54% | $7.04 |
 SYY | 0.07% | 2.75% | $2.01 |
 ELS | 0.06% | 3.09% | $1.85 |
 TXN | 0.06% | 2.7% | $5.14 |
 MKC | 0.06% | 2.32% | $1.62 |
 ATO | 0.05% | 2.24% | $3.16 |
 NOC | 0.05% | 1.73% | $7.67 |
 CL | 0.05% | 2.22% | $1.96 |
 LHX | 0.05% | 1.93% | $4.6 |
 GD | 0.05% | 2.11% | $5.48 |
 ADP | 0.04% | 1.88% | $5.45 |
 LOW | 0.04% | 2.08% | $4.45 |
 ADI | 0.04% | 1.67% | $3.56 |
 BDX | 0.04% | 2.35% | $3.76 |
 LIN | 0.04% | 1.22% | $5.33 |
 RSG | 0.02% | 0.93% | $2.14 |
 CHD | 0.02% | 1.17% | $1.11 |
 SHW | 0.02% | 0.84% | $2.64 |
 MSFT | 0.02% | 0.69% | $3 |
 SPGI | 0.02% | 0.73% | $3.62 |
 BRO | 0.01% | 0.54% | $0.51 |
 CASY | 0.01% | 0.46% | $1.79 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
BBY | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
ELS | Ex-Dividend | Jun 27, 2025 | $0.52 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
ES | Pay Day | Jun 30, 2025 | $0.75 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
BBY | Pay Day | Jul 10, 2025 | $0.95 |
ELS | Pay Day | Jul 11, 2025 | $0.52 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results