MARCH
-1.74%
YEAR TO DATE
+2.13%
1 YEAR
+4.51%
5 YEARS
+52.81%
ANNUALIZED RETURN
+6.4%
TRACK RECORD
5.3 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
4,367
Assets Under Copy
$5M+
Risk Score
4
Type
Smart Portfolio
Copiers
4,367
Assets Under Copy
$5M+
Risk Score
4
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 |
-8.73% | Oct 2024 | - | 6 |
-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 3.4/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-2.75
-2.75
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-2.75
-2.75
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables20.43%
- ⚡ Utilities14.71%
- 💻 Electronic Technology14.38%
- 🛍️ Retail Trade9.27%
- 🧪 Process Industries8.17%
- 🧬 Health Technology7.46%
- ⛏️ Energy Minerals5.79%
- 💰 Finance4.49%
- 🖥️ Technology Services4.22%
- 💇♀️ Consumer Services3.38%
- 🏭 Industrial Services2.49%
- 📦 Distribution Services2.39%
- 💼 Commercial Services2.19%
- 💵 Cash0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.26%
- 🇺🇸 Nasdaq19.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.07%
- 🇨🇦 Canada2.96%
- 🇬🇧 United Kingdom2.95%
- 🇮🇪 Ireland2.39%
Dividends
Dividend Yield
2.68%
40 out of 40 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $BBY (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CNQ | 0.15% | 5.22% | $1.48 |
 BBY | 0.14% | 5.71% | $3.72 |
 CVX | 0.13% | 4.75% | $6.28 |
 TGT | 0.12% | 4.7% | $4.42 |
 ES | 0.12% | 4.95% | $2.78 |
 NEE | 0.11% | 3.18% | $1.97 |
 PEP | 0.11% | 4.01% | $5.15 |
 EVRG | 0.1% | 3.84% | $2.54 |
 JNJ | 0.09% | 3.24% | $4.81 |
 XEL | 0.09% | 3.15% | $2.13 |
 EIX | 0.08% | 5.52% | $3.04 |
 KMB | 0.08% | 3.72% | $4.8 |
 NKE | 0.08% | 2.63% | $1.45 |
 MDT.US | 0.08% | 3.32% | $2.77 |
 KO | 0.08% | 2.71% | $1.89 |
 MCD | 0.07% | 2.18% | $6.53 |
 APD | 0.07% | 2.64% | $7.04 |
 LMT | 0.07% | 2.76% | $12.45 |
 TXN | 0.07% | 3.32% | $5.14 |
 SYY | 0.07% | 2.81% | $2.01 |
 PG | 0.07% | 2.56% | $3.83 |
 ELS | 0.07% | 3.07% | $1.85 |
 MKC | 0.06% | 2.32% | $1.62 |
 NOC | 0.06% | 1.78% | $7.67 |
 CL | 0.05% | 2.18% | $1.96 |
 ATO | 0.05% | 2.1% | $3.16 |
 GD | 0.05% | 2.12% | $5.48 |
 LHX | 0.05% | 2.18% | $4.6 |
 ADI | 0.04% | 1.92% | $3.56 |
 ADP | 0.04% | 2.04% | $5.45 |
 BDX | 0.04% | 1.95% | $3.76 |
 LOW | 0.04% | 2.07% | $4.45 |
 LIN | 0.04% | 1.26% | $5.33 |
 CHD | 0.03% | 1.14% | $1.11 |
 RSG | 0.02% | 0.94% | $2.14 |
 SHW | 0.02% | 0.9% | $2.64 |
 MSFT | 0.02% | 0.84% | $3 |
 SPGI | 0.02% | 0.77% | $3.62 |
 BRO | 0.01% | 0.48% | $0.51 |
 CASY | 0.01% | 0.45% | $1.79 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
EIX | Pay Day | Apr 30, 2025 | $0.83 |
TXN | Ex-Dividend | Apr 30, 2025 | $1.36 |
CASY | Ex-Dividend | May 1, 2025 | $0.50 |
LOW | Pay Day | May 7, 2025 | $1.15 |
GD | Pay Day | May 9, 2025 | $1.50 |
APD | Pay Day | May 12, 2025 | $1.79 |
TXN | Pay Day | May 13, 2025 | $1.36 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
CL | Pay Day | May 15, 2025 | $0.52 |
CASY | Pay Day | May 15, 2025 | $0.50 |
SHW | Ex-Dividend | May 16, 2025 | $0.79 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
LHX | Ex-Dividend | Jun 3, 2025 | $1.20 |
SHW | Pay Day | Jun 6, 2025 | $0.79 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
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