DECEMBER
-7.41%
2024
+4.52%
2 YEARS
+13.78%
5 YEARS
+4.99%
ANNUALIZED RETURN
+2.11%
TRACK RECORD
2.7 years
About RealEstateTrusts
A Real Estate Investment Trust (REIT) allows people to invest in real estate without having to purchase or manage the properties themselves. In order to qualify as a REIT, the company needs to meet certain criteria including distributing 90% of annual taxable income in dividends, derive at least 75% of its gross income from real estate and have at least 100 shareholders.
REITs are appealing investment instruments due to the unique manner in which they are taxed. REITs are taxed less than traditional companies which allows their investors to benefit from the relatively higher revenues they receive through dividends.
eToro’s RealEstateTrusts Smart Portfolio allocates capital to U.S. based companies that are involved in the ownership, operation and financing of income-generating real estate such as shopping malls, office blocks, health care, cell towers, data centres among others.
The minimum investment amount for this portfolio is $500.
REITs are appealing investment instruments due to the unique manner in which they are taxed. REITs are taxed less than traditional companies which allows their investors to benefit from the relatively higher revenues they receive through dividends.
eToro’s RealEstateTrusts Smart Portfolio allocates capital to U.S. based companies that are involved in the ownership, operation and financing of income-generating real estate such as shopping malls, office blocks, health care, cell towers, data centres among others.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
418
Assets Under Copy
$300K-$1M
Risk Score
4
Type
Smart Portfolio
Copiers
418
Assets Under Copy
$300K-$1M
Risk Score
4
Trades
Most Traded
+11Win Rate
Trade Stats
Average Profit: +13.14%
Average Duration: 598 days
Long Positions: 100%
Average Leverage: 1x
Trades during December 2024
| Instrument | Profit | Duration | Closed | Open Rate | Close Rate | Since Closed |
|---|---|---|---|---|---|---|
BUY GLPI | -2.79% | 12 months | 7 days ago | $49.35 | $47.97 | +0.33% |
 BUY EXR | -7.4% | 12 months | 7 days ago | $161.06 | $149.14 | -0.46% |
BUY SPG | +83.62% | 2 years | 7 days ago | $94.47 | $173.47 | +0.14% |
 BUY ESS | +14.58% | 12 months | 7 days ago | $250.33 | $286.83 | -1.44% |
 BUY BRX | +18.35% | 12 months | 7 days ago | $23.4382 | $27.7429 | -0.15% |
 BUY EQR | -0.24% | 2 years | 7 days ago | $72.46 | $72.28 | -1.91% |
 BUY PSA | -4.38% | 2 years | 7 days ago | $314.25 | $300.47 | -1.05% |
 BUY KIM | +9.24% | 12 months | 7 days ago | $21.65 | $23.65 | -1.27% |
BUY AVB | +14.64% | 2 years | 7 days ago | $194.29 | $222.71 | -1.75% |
BUY AVB | +18.7% | 12 months | 7 days ago | $187.63 | $222.71 | -1.75% |
 BUY WELL | +54.22% | 2 years | 7 days ago | $82.05 | $126.54 | -1.53% |
 BUY O | -8.33% | 12 months | 7 days ago | $58.06 | $53.22 | -0.23% |
BUY CCI | -40% | 1 year | 7 days ago | $151.04 | $90.64 | -0.67% |
 BUY BXP | +7.9% | 12 months | 7 days ago | $71.02 | $76.63 | -2.57% |
BUY DLR | +37.07% | 2 years | 7 days ago | $130.37 | $178.69 | -0.11% |
BUY DLR | +70.36% | 1 year | 7 days ago | $104.89 | $178.69 | -0.11% |
BUY EQIX | +44.35% | 2 years | 7 days ago | $656.89 | $948.45 | +0.13% |
BUY NNN | -5.63% | 12 months | 7 days ago | $43.15 | $40.72 | -0.71% |
 BUY CUZ | +35.83% | 10 months | 7 days ago | $22.6177 | $30.7224 | +1.36% |
BUY NNN | -13.1% | 1 year | 7 days ago | $46.86 | $40.72 | -0.71% |
BUY ELS | -4.74% | 2 years | 7 days ago | $71.05 | $67.68 | -1.11% |
BUY ELS | -4.77% | 12 months | 7 days ago | $71.08 | $67.69 | -1.12% |
 BUY WPC | -15.26% | 12 months | 7 days ago | $65.18 | $55.23 | -1.12% |
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.8% | Aug 2022 | Aug 2024 | 24 |
-7.41% | Dec 2024 | - | 1 |
-3.12% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 2.1/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-10.36
-10.36
-11
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-10.36
-10.36
-11
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance98.84%
- 💵 Cash1.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE82.9%
- 🇺🇸 Nasdaq15.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.84%
Dividends
Dividend Yield
4.28%
40 out of 40 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $MPW (11.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPW | 0.25% | 11.6% | $0.6 |
 HST | 0.21% | 4.64% | $0.78 |
 DOC | 0.18% | 5.96% | $1.2 |
 CCI | 0.18% | 6.98% | $6.26 |
 VICI | 0.16% | 5.85% | $1.66 |
 PK | 0.15% | 7.25% | $0.8 |
 O | 0.15% | 5.96% | $3.09 |
 OHI | 0.15% | 7.09% | $2.68 |
 BXP | 0.14% | 5.32% | $3.92 |
 GLPI | 0.12% | 6.38% | $2.98 |
 ARE | 0.12% | 5.38% | $5.02 |
 AMT | 0.11% | 3.56% | $6.56 |
 KRC | 0.11% | 5.41% | $2.16 |
 PLD | 0.11% | 3.69% | $3.66 |
 ADC | 0.1% | 4.32% | $2.96 |
 FRT | 0.1% | 4.01% | $4.36 |
 UDR | 0.1% | 4% | $1.69 |
 KIM | 0.1% | 4.22% | $0.95 |
 VTR | 0.1% | 3.09% | $1.8 |
 RHP | 0.1% | 4.36% | $4.3 |
 SPG | 0.1% | 4.71% | $7.75 |
 CPT | 0.09% | 3.6% | $4.06 |
 PSA | 0.09% | 4.07% | $12 |
 BRX | 0.09% | 4.02% | $1.08 |
 REXR | 0.09% | 4.33% | $1.6 |
 MAA | 0.09% | 3.88% | $5.81 |
 EQR | 0.09% | 3.85% | $2.66 |
 EXR | 0.09% | 4.39% | $6.48 |
 SLG | 0.09% | 4.43% | $3.17 |
 INVH | 0.08% | 3.57% | $1.36 |
 REG | 0.08% | 3.74% | $2.66 |
 DLR | 0.08% | 2.77% | $4.88 |
 SBAC | 0.08% | 1.94% | $3.66 |
 AVB | 0.07% | 3.13% | $6.7 |
 ESS | 0.07% | 3.5% | $9.52 |
 SUI.US | 0.07% | 3.07% | $3.74 |
 AMH | 0.06% | 2.82% | $0.96 |
 EQIX | 0.06% | 1.81% | $16.19 |
 IRM | 0.05% | 2.61% | $2.6 |
 WELL | 0.05% | 2.07% | $2.44 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
REG | Pay Day | Jan 3 | $0.70 |
BRX | Ex-Dividend | Jan 3 | $0.29 |
IRM | Pay Day | Jan 7 | $0.72 |
KRC | Pay Day | Jan 8 | $0.54 |
MPW | Pay Day | Jan 9 | $0.08 |
UDR | Ex-Dividend | Jan 9 | $0.42 |
VICI | Pay Day | Jan 9 | $0.43 |
HST | Pay Day | Jan 15 | $0.20 |
MAA | Ex-Dividend | Jan 15 | $1.52 |
AVB | Pay Day | Jan 15 | $1.70 |
O | Pay Day | Jan 15 | $0.26 |
ARE | Pay Day | Jan 15 | $1.32 |
ESS | Pay Day | Jan 15 | $2.45 |
FRT | Pay Day | Jan 15 | $1.10 |
REXR | Pay Day | Jan 15 | $0.42 |
ADC | Pay Day | Jan 15 | $0.25 |
BRX | Pay Day | Jan 15 | $0.29 |
PK | Pay Day | Jan 15 | $0.65 |
SLG | Pay Day | Jan 15 | $0.26 |
RHP | Pay Day | Jan 15 | $1.15 |
VTR | Pay Day | Jan 16 | $0.45 |
EQR | Pay Day | Jan 17 | $0.68 |
DLR | Pay Day | Jan 17 | $1.22 |
CPT | Pay Day | Jan 17 | $1.03 |
INVH | Pay Day | Jan 17 | $0.29 |
BXP | Pay Day | Jan 30 | $0.98 |
MAA | Pay Day | Jan 31 | $1.52 |
UDR | Pay Day | Jan 31 | $0.42 |
AMT | Pay Day | Feb 3 | $1.62 |
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