Etoro 07/08/2023
Распределение активов
Позиция | Категория/Сектор | Вес |
---|---|---|
EPRT Essential Properties Realty Trust, Inc. | Real Estate | 3.33% |
AMP Ameriprise Financial, Inc. | Financial Services | 3.33% |
IIPR Innovative Industrial Properties, Inc. | Real Estate | 3.33% |
ETR Entergy Corporation | Utilities | 3.33% |
MRK Merck & Co., Inc. | Healthcare | 3.33% |
PFE | 3.33% | |
TROW | 3.33% | |
WPC | 3.33% | |
O Realty Income Corporation | Real Estate | 3.33% |
TXN | 3.33% | |
SPGI | 3.33% | |
LOW Lowe's Companies, Inc. | Consumer Cyclical | 3.33% |
SCHD | 3.33% | |
MDC M.D.C. Holdings, Inc. | Consumer Cyclical | 3.33% |
EPD Enterprise Products Partners L.P. | Energy | 3.33% |
JPM JPMorgan Chase & Co. | Financial Services | 3.33% |
STAG | 3.33% | |
JNJ Johnson & Johnson | Healthcare | 3.33% |
CSCO Cisco Systems, Inc. | Technology | 3.33% |
PG | 3.33% | |
MAIN Main Street Capital Corporation | Financial Services | 3.33% |
KO The Coca-Cola Company | Consumer Defensive | 3.33% |
WMT | 3.33% | |
LMT Lockheed Martin Corporation | Industrials | 3.33% |
PEP PepsiCo, Inc. | Consumer Defensive | 3.33% |
COP ConocoPhillips Company | Energy | 3.33% |
AFL Aflac Incorporated | Financial Services | 3.33% |
V | 3.33% | |
MSFT Microsoft Corporation | Technology | 3.33% |
AAPL Apple Inc. | Technology | 3.33% |
Доходность
График показывает рост $10,000 инвестированных в Etoro 07/08/2023 и сравнивает его с ростом индекса S&P 500 или другим бенчмарком. Цены представлены с поправкой на сплиты и дивиденды. Портфель ребалансируется раз в квартал
Доходность по периодам
Etoro 07/08/2023 на 23 сент. 2023 г. показал доходность в 3.47% с начала года и доходность в 14.64% в годовом выражении за последние 10 лет.
1 месяц | 6 месяцев | С начала года | 1 год | 5 лет (среднегодовая) | 10 лет (среднегодовая) | |
---|---|---|---|---|---|---|
Бенчмарк | -1.94% | 8.79% | 12.52% | 16.97% | 8.21% | 8.99% |
Etoro 07/08/2023 | -2.47% | 4.47% | 3.47% | 14.61% | 13.46% | 14.64% |
Активы портфеля: | ||||||
EPRT Essential Properties Realty Trust, Inc. | -4.57% | -2.76% | -1.73% | 13.79% | 14.81% | 15.10% |
AMP Ameriprise Financial, Inc. | -0.19% | 15.42% | 8.42% | 31.70% | 20.25% | 19.54% |
IIPR Innovative Industrial Properties, Inc. | 6.52% | 12.89% | -15.60% | -3.56% | 16.83% | 23.00% |
ETR Entergy Corporation | 1.85% | -5.94% | -12.42% | -10.81% | 7.51% | 7.43% |
MRK Merck & Co., Inc. | -2.85% | 2.84% | -2.18% | 25.89% | 12.99% | 15.57% |
PFE | -10.14% | -17.28% | -34.19% | -22.85% | -1.05% | 2.77% |
TROW | -2.80% | -1.68% | -0.00% | 2.65% | 2.69% | 0.46% |
WPC | -10.37% | -23.10% | -23.98% | -22.11% | 3.45% | 3.28% |
O Realty Income Corporation | -7.51% | -13.35% | -15.98% | -12.37% | 3.39% | 4.52% |
TXN | -4.47% | -9.38% | -0.84% | 2.39% | 11.38% | 10.03% |
SPGI | -4.27% | 11.65% | 11.80% | 18.09% | 13.51% | 12.86% |
LOW Lowe's Companies, Inc. | -5.64% | 12.18% | 7.23% | 14.17% | 14.90% | 17.54% |
SCHD | -1.92% | 2.48% | -3.10% | 8.53% | 9.79% | 10.77% |
MDC M.D.C. Holdings, Inc. | -9.02% | 10.20% | 35.21% | 52.63% | 12.46% | 12.01% |
EPD Enterprise Products Partners L.P. | 4.07% | 12.33% | 20.09% | 25.00% | 6.73% | 7.52% |
JPM JPMorgan Chase & Co. | -0.90% | 18.39% | 11.09% | 37.72% | 7.84% | 9.18% |
STAG | -4.22% | 8.44% | 10.55% | 22.68% | 9.73% | 9.79% |
JNJ Johnson & Johnson | -3.46% | 6.70% | -7.13% | -0.96% | 5.78% | 8.32% |
CSCO Cisco Systems, Inc. | -3.82% | 7.67% | 15.06% | 36.07% | 5.17% | 7.41% |
PG | -1.28% | 4.61% | 1.91% | 14.73% | 15.77% | 16.98% |
MAIN Main Street Capital Corporation | 2.98% | 7.83% | 17.09% | 21.21% | 8.37% | 8.62% |
KO The Coca-Cola Company | -3.86% | -3.94% | -7.33% | 1.31% | 8.09% | 9.06% |
WMT | 2.87% | 15.34% | 15.82% | 26.74% | 13.24% | 15.31% |
LMT Lockheed Martin Corporation | -7.69% | -11.66% | -13.29% | 2.76% | 6.62% | 9.16% |
PEP PepsiCo, Inc. | -1.63% | -0.76% | -0.95% | 6.84% | 12.56% | 13.00% |
COP ConocoPhillips Company | 2.27% | 27.59% | 3.64% | 24.46% | 12.69% | 16.06% |
AFL Aflac Incorporated | 2.77% | 22.83% | 8.00% | 35.23% | 12.61% | 13.59% |
V | -3.09% | 6.76% | 13.81% | 28.82% | 10.24% | 11.98% |
MSFT Microsoft Corporation | -1.85% | 13.47% | 33.09% | 34.53% | 24.02% | 25.71% |
AAPL Apple Inc. | -2.14% | 9.37% | 35.10% | 16.88% | 26.96% | 29.93% |
Доходность выше одного года показана в среднегодовом выражении |
Таблица корреляции активов
COP | MRK | EPD | WMT | IIPR | PFE | LMT | MDC | JNJ | ETR | PG | EPRT | MAIN | WPC | O | AAPL | LOW | PEP | MSFT | TXN | JPM | KO | SPGI | STAG | V | CSCO | AFL | AMP | TROW | SCHD | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
COP | 1.00 | 0.22 | 0.58 | 0.15 | 0.22 | 0.23 | 0.36 | 0.24 | 0.17 | 0.15 | 0.10 | 0.27 | 0.36 | 0.25 | 0.19 | 0.24 | 0.25 | 0.14 | 0.21 | 0.32 | 0.48 | 0.23 | 0.25 | 0.22 | 0.32 | 0.35 | 0.48 | 0.50 | 0.39 | 0.55 |
MRK | 0.22 | 1.00 | 0.18 | 0.27 | 0.14 | 0.54 | 0.30 | 0.12 | 0.53 | 0.30 | 0.41 | 0.21 | 0.22 | 0.28 | 0.27 | 0.22 | 0.22 | 0.41 | 0.27 | 0.22 | 0.25 | 0.40 | 0.32 | 0.28 | 0.32 | 0.32 | 0.31 | 0.26 | 0.24 | 0.41 |
EPD | 0.58 | 0.18 | 1.00 | 0.16 | 0.26 | 0.19 | 0.29 | 0.27 | 0.17 | 0.22 | 0.12 | 0.30 | 0.39 | 0.31 | 0.26 | 0.29 | 0.29 | 0.13 | 0.23 | 0.31 | 0.44 | 0.22 | 0.27 | 0.30 | 0.30 | 0.36 | 0.42 | 0.46 | 0.38 | 0.50 |
WMT | 0.15 | 0.27 | 0.16 | 1.00 | 0.22 | 0.26 | 0.28 | 0.22 | 0.36 | 0.34 | 0.46 | 0.21 | 0.22 | 0.24 | 0.23 | 0.31 | 0.37 | 0.48 | 0.34 | 0.29 | 0.25 | 0.38 | 0.32 | 0.32 | 0.29 | 0.36 | 0.32 | 0.28 | 0.33 | 0.44 |
IIPR | 0.22 | 0.14 | 0.26 | 0.22 | 1.00 | 0.17 | 0.16 | 0.37 | 0.16 | 0.20 | 0.18 | 0.40 | 0.37 | 0.35 | 0.34 | 0.35 | 0.38 | 0.22 | 0.40 | 0.37 | 0.29 | 0.21 | 0.37 | 0.44 | 0.36 | 0.32 | 0.28 | 0.37 | 0.42 | 0.40 |
PFE | 0.23 | 0.54 | 0.19 | 0.26 | 0.17 | 1.00 | 0.27 | 0.13 | 0.50 | 0.32 | 0.36 | 0.19 | 0.23 | 0.26 | 0.28 | 0.27 | 0.25 | 0.37 | 0.29 | 0.27 | 0.29 | 0.37 | 0.32 | 0.32 | 0.31 | 0.37 | 0.30 | 0.29 | 0.30 | 0.47 |
LMT | 0.36 | 0.30 | 0.29 | 0.28 | 0.16 | 0.27 | 1.00 | 0.24 | 0.33 | 0.33 | 0.34 | 0.26 | 0.32 | 0.31 | 0.31 | 0.24 | 0.29 | 0.37 | 0.24 | 0.26 | 0.36 | 0.43 | 0.29 | 0.29 | 0.35 | 0.33 | 0.45 | 0.39 | 0.34 | 0.51 |
MDC | 0.24 | 0.12 | 0.27 | 0.22 | 0.37 | 0.13 | 0.24 | 1.00 | 0.16 | 0.24 | 0.24 | 0.39 | 0.38 | 0.35 | 0.34 | 0.35 | 0.54 | 0.25 | 0.34 | 0.39 | 0.33 | 0.28 | 0.38 | 0.41 | 0.36 | 0.34 | 0.38 | 0.42 | 0.46 | 0.48 |
JNJ | 0.17 | 0.53 | 0.17 | 0.36 | 0.16 | 0.50 | 0.33 | 0.16 | 1.00 | 0.35 | 0.51 | 0.20 | 0.21 | 0.28 | 0.29 | 0.27 | 0.29 | 0.50 | 0.30 | 0.28 | 0.27 | 0.48 | 0.33 | 0.33 | 0.33 | 0.41 | 0.35 | 0.28 | 0.32 | 0.48 |
ETR | 0.15 | 0.30 | 0.22 | 0.34 | 0.20 | 0.32 | 0.33 | 0.24 | 0.35 | 1.00 | 0.50 | 0.39 | 0.27 | 0.52 | 0.52 | 0.21 | 0.25 | 0.53 | 0.24 | 0.19 | 0.23 | 0.53 | 0.32 | 0.48 | 0.29 | 0.30 | 0.35 | 0.26 | 0.26 | 0.41 |
PG | 0.10 | 0.41 | 0.12 | 0.46 | 0.18 | 0.36 | 0.34 | 0.24 | 0.51 | 0.50 | 1.00 | 0.28 | 0.23 | 0.37 | 0.38 | 0.30 | 0.34 | 0.68 | 0.36 | 0.31 | 0.25 | 0.63 | 0.37 | 0.42 | 0.36 | 0.40 | 0.34 | 0.27 | 0.30 | 0.49 |
EPRT | 0.27 | 0.21 | 0.30 | 0.21 | 0.40 | 0.19 | 0.26 | 0.39 | 0.20 | 0.39 | 0.28 | 1.00 | 0.44 | 0.61 | 0.65 | 0.27 | 0.32 | 0.33 | 0.29 | 0.30 | 0.36 | 0.39 | 0.34 | 0.58 | 0.36 | 0.34 | 0.44 | 0.40 | 0.40 | 0.47 |
MAIN | 0.36 | 0.22 | 0.39 | 0.22 | 0.37 | 0.23 | 0.32 | 0.38 | 0.21 | 0.27 | 0.23 | 0.44 | 1.00 | 0.39 | 0.40 | 0.38 | 0.40 | 0.27 | 0.37 | 0.37 | 0.48 | 0.34 | 0.37 | 0.41 | 0.39 | 0.36 | 0.47 | 0.52 | 0.51 | 0.55 |
WPC | 0.25 | 0.28 | 0.31 | 0.24 | 0.35 | 0.26 | 0.31 | 0.35 | 0.28 | 0.52 | 0.37 | 0.61 | 0.39 | 1.00 | 0.76 | 0.26 | 0.29 | 0.41 | 0.27 | 0.29 | 0.30 | 0.48 | 0.36 | 0.68 | 0.35 | 0.34 | 0.41 | 0.36 | 0.36 | 0.48 |
O | 0.19 | 0.27 | 0.26 | 0.23 | 0.34 | 0.28 | 0.31 | 0.34 | 0.29 | 0.52 | 0.38 | 0.65 | 0.40 | 0.76 | 1.00 | 0.27 | 0.32 | 0.44 | 0.30 | 0.27 | 0.28 | 0.50 | 0.37 | 0.68 | 0.39 | 0.31 | 0.41 | 0.33 | 0.35 | 0.46 |
AAPL | 0.24 | 0.22 | 0.29 | 0.31 | 0.35 | 0.27 | 0.24 | 0.35 | 0.27 | 0.21 | 0.30 | 0.27 | 0.38 | 0.26 | 0.27 | 1.00 | 0.44 | 0.36 | 0.72 | 0.62 | 0.38 | 0.30 | 0.52 | 0.40 | 0.55 | 0.56 | 0.32 | 0.46 | 0.53 | 0.53 |
LOW | 0.25 | 0.22 | 0.29 | 0.37 | 0.38 | 0.25 | 0.29 | 0.54 | 0.29 | 0.25 | 0.34 | 0.32 | 0.40 | 0.29 | 0.32 | 0.44 | 1.00 | 0.37 | 0.47 | 0.49 | 0.41 | 0.33 | 0.49 | 0.42 | 0.46 | 0.47 | 0.40 | 0.49 | 0.55 | 0.60 |
PEP | 0.14 | 0.41 | 0.13 | 0.48 | 0.22 | 0.37 | 0.37 | 0.25 | 0.50 | 0.53 | 0.68 | 0.33 | 0.27 | 0.41 | 0.44 | 0.36 | 0.37 | 1.00 | 0.41 | 0.32 | 0.26 | 0.72 | 0.42 | 0.47 | 0.39 | 0.41 | 0.37 | 0.30 | 0.35 | 0.52 |
MSFT | 0.21 | 0.27 | 0.23 | 0.34 | 0.40 | 0.29 | 0.24 | 0.34 | 0.30 | 0.24 | 0.36 | 0.29 | 0.37 | 0.27 | 0.30 | 0.72 | 0.47 | 0.41 | 1.00 | 0.63 | 0.34 | 0.34 | 0.62 | 0.41 | 0.63 | 0.57 | 0.31 | 0.45 | 0.56 | 0.53 |
TXN | 0.32 | 0.22 | 0.31 | 0.29 | 0.37 | 0.27 | 0.26 | 0.39 | 0.28 | 0.19 | 0.31 | 0.30 | 0.37 | 0.29 | 0.27 | 0.62 | 0.49 | 0.32 | 0.63 | 1.00 | 0.46 | 0.31 | 0.53 | 0.37 | 0.57 | 0.59 | 0.41 | 0.56 | 0.60 | 0.66 |
JPM | 0.48 | 0.25 | 0.44 | 0.25 | 0.29 | 0.29 | 0.36 | 0.33 | 0.27 | 0.23 | 0.25 | 0.36 | 0.48 | 0.30 | 0.28 | 0.38 | 0.41 | 0.26 | 0.34 | 0.46 | 1.00 | 0.39 | 0.40 | 0.37 | 0.48 | 0.47 | 0.71 | 0.78 | 0.61 | 0.75 |
KO | 0.23 | 0.40 | 0.22 | 0.38 | 0.21 | 0.37 | 0.43 | 0.28 | 0.48 | 0.53 | 0.63 | 0.39 | 0.34 | 0.48 | 0.50 | 0.30 | 0.33 | 0.72 | 0.34 | 0.31 | 0.39 | 1.00 | 0.41 | 0.48 | 0.43 | 0.39 | 0.49 | 0.41 | 0.38 | 0.59 |
SPGI | 0.25 | 0.32 | 0.27 | 0.32 | 0.37 | 0.32 | 0.29 | 0.38 | 0.33 | 0.32 | 0.37 | 0.34 | 0.37 | 0.36 | 0.37 | 0.52 | 0.49 | 0.42 | 0.62 | 0.53 | 0.40 | 0.41 | 1.00 | 0.47 | 0.62 | 0.49 | 0.41 | 0.49 | 0.58 | 0.55 |
STAG | 0.22 | 0.28 | 0.30 | 0.32 | 0.44 | 0.32 | 0.29 | 0.41 | 0.33 | 0.48 | 0.42 | 0.58 | 0.41 | 0.68 | 0.68 | 0.40 | 0.42 | 0.47 | 0.41 | 0.37 | 0.37 | 0.48 | 0.47 | 1.00 | 0.43 | 0.42 | 0.43 | 0.44 | 0.46 | 0.55 |
V | 0.32 | 0.32 | 0.30 | 0.29 | 0.36 | 0.31 | 0.35 | 0.36 | 0.33 | 0.29 | 0.36 | 0.36 | 0.39 | 0.35 | 0.39 | 0.55 | 0.46 | 0.39 | 0.63 | 0.57 | 0.48 | 0.43 | 0.62 | 0.43 | 1.00 | 0.54 | 0.45 | 0.55 | 0.55 | 0.60 |
CSCO | 0.35 | 0.32 | 0.36 | 0.36 | 0.32 | 0.37 | 0.33 | 0.34 | 0.41 | 0.30 | 0.40 | 0.34 | 0.36 | 0.34 | 0.31 | 0.56 | 0.47 | 0.41 | 0.57 | 0.59 | 0.47 | 0.39 | 0.49 | 0.42 | 0.54 | 1.00 | 0.44 | 0.55 | 0.56 | 0.68 |
AFL | 0.48 | 0.31 | 0.42 | 0.32 | 0.28 | 0.30 | 0.45 | 0.38 | 0.35 | 0.35 | 0.34 | 0.44 | 0.47 | 0.41 | 0.41 | 0.32 | 0.40 | 0.37 | 0.31 | 0.41 | 0.71 | 0.49 | 0.41 | 0.43 | 0.45 | 0.44 | 1.00 | 0.72 | 0.57 | 0.73 |
AMP | 0.50 | 0.26 | 0.46 | 0.28 | 0.37 | 0.29 | 0.39 | 0.42 | 0.28 | 0.26 | 0.27 | 0.40 | 0.52 | 0.36 | 0.33 | 0.46 | 0.49 | 0.30 | 0.45 | 0.56 | 0.78 | 0.41 | 0.49 | 0.44 | 0.55 | 0.55 | 0.72 | 1.00 | 0.71 | 0.79 |
TROW | 0.39 | 0.24 | 0.38 | 0.33 | 0.42 | 0.30 | 0.34 | 0.46 | 0.32 | 0.26 | 0.30 | 0.40 | 0.51 | 0.36 | 0.35 | 0.53 | 0.55 | 0.35 | 0.56 | 0.60 | 0.61 | 0.38 | 0.58 | 0.46 | 0.55 | 0.56 | 0.57 | 0.71 | 1.00 | 0.74 |
SCHD | 0.55 | 0.41 | 0.50 | 0.44 | 0.40 | 0.47 | 0.51 | 0.48 | 0.48 | 0.41 | 0.49 | 0.47 | 0.55 | 0.48 | 0.46 | 0.53 | 0.60 | 0.52 | 0.53 | 0.66 | 0.75 | 0.59 | 0.55 | 0.55 | 0.60 | 0.68 | 0.73 | 0.79 | 0.74 | 1.00 |
Дивидендный доход
Дивидендная доходность Etoro 07/08/2023 за предыдущие двенадцать месяцев составила 3.66%.
TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Etoro 07/08/2023 | 3.66% | 3.50% | 2.94% | 3.48% | 3.32% | 3.97% | 3.54% | 3.99% | 4.69% | 4.08% | 4.25% | 5.15% |
Активы портфеля: | ||||||||||||
EPRT Essential Properties Realty Trust, Inc. | 4.88% | 4.69% | 3.72% | 4.89% | 4.18% | 3.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMP Ameriprise Financial, Inc. | 1.56% | 1.59% | 1.51% | 2.20% | 2.46% | 3.74% | 2.17% | 3.05% | 2.92% | 2.09% | 2.18% | 2.92% |
IIPR Innovative Industrial Properties, Inc. | 8.83% | 7.35% | 2.43% | 2.80% | 4.45% | 3.26% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ETR Entergy Corporation | 4.43% | 3.72% | 3.66% | 4.11% | 3.47% | 4.90% | 5.30% | 6.01% | 6.60% | 5.37% | 7.77% | 8.11% |
MRK Merck & Co., Inc. | 2.75% | 2.58% | 3.59% | 3.31% | 2.80% | 3.01% | 4.00% | 3.86% | 4.34% | 4.08% | 4.67% | 5.78% |
PFE | 4.99% | 3.22% | 2.81% | 4.33% | 4.23% | 3.72% | 4.37% | 4.75% | 4.63% | 4.60% | 4.48% | 5.18% |
TROW | 4.61% | 4.55% | 3.98% | 2.66% | 2.88% | 3.59% | 2.60% | 3.53% | 7.30% | 2.78% | 2.51% | 5.12% |
WPC | 7.39% | 5.59% | 5.57% | 6.79% | 6.33% | 8.06% | 7.99% | 9.70% | 10.06% | 8.68% | 9.96% | 8.62% |
O Realty Income Corporation | 5.87% | 4.84% | 4.67% | 5.27% | 4.52% | 5.33% | 5.95% | 5.85% | 6.44% | 7.03% | 9.40% | 7.51% |
TXN | 3.09% | 2.90% | 2.35% | 2.44% | 2.77% | 3.17% | 2.37% | 2.69% | 3.14% | 2.93% | 3.16% | 3.11% |
SPGI | 0.96% | 1.00% | 0.66% | 0.84% | 0.86% | 1.23% | 1.02% | 1.43% | 1.45% | 1.48% | 1.59% | 7.30% |
LOW Lowe's Companies, Inc. | 2.02% | 1.88% | 1.12% | 1.47% | 1.84% | 2.10% | 1.81% | 2.00% | 1.54% | 1.39% | 1.63% | 2.04% |
SCHD | 3.67% | 3.48% | 2.96% | 3.46% | 3.39% | 3.60% | 3.18% | 3.59% | 3.81% | 3.47% | 3.34% | 3.98% |
MDC M.D.C. Holdings, Inc. | 4.97% | 6.56% | 3.28% | 3.23% | 3.68% | 5.18% | 3.67% | 5.08% | 5.33% | 5.33% | 0.00% | 7.97% |
EPD Enterprise Products Partners L.P. | 7.14% | 8.24% | 9.34% | 11.21% | 8.44% | 10.06% | 9.65% | 9.59% | 10.24% | 7.22% | 7.72% | 15.17% |
JPM JPMorgan Chase & Co. | 2.74% | 3.05% | 2.46% | 3.06% | 2.65% | 2.93% | 2.25% | 2.58% | 3.17% | 3.19% | 3.05% | 3.53% |
STAG | 4.22% | 4.65% | 3.25% | 5.13% | 5.31% | 7.02% | 6.68% | 7.98% | 10.82% | 8.23% | 9.72% | 10.42% |
JNJ Johnson & Johnson | 2.89% | 2.57% | 2.57% | 2.72% | 2.84% | 3.12% | 2.77% | 3.27% | 3.53% | 3.34% | 3.68% | 4.59% |
CSCO Cisco Systems, Inc. | 2.87% | 3.24% | 2.45% | 3.47% | 3.23% | 3.41% | 3.51% | 4.04% | 3.85% | 3.50% | 3.09% | 3.53% |
PG | 2.45% | 2.43% | 2.17% | 2.40% | 2.60% | 3.49% | 3.48% | 3.83% | 4.12% | 3.57% | 3.85% | 4.45% |
MAIN Main Street Capital Corporation | 8.48% | 8.28% | 6.35% | 8.23% | 8.51% | 11.79% | 10.62% | 12.05% | 16.14% | 16.80% | 17.09% | 12.88% |
KO The Coca-Cola Company | 3.16% | 2.83% | 2.99% | 3.25% | 3.25% | 3.82% | 3.87% | 4.19% | 3.93% | 3.82% | 3.69% | 3.94% |
WMT | 1.40% | 1.60% | 1.56% | 1.56% | 1.89% | 2.42% | 2.29% | 3.29% | 3.74% | 2.69% | 2.95% | 2.94% |
LMT Lockheed Martin Corporation | 2.90% | 2.39% | 3.14% | 2.98% | 2.56% | 3.55% | 2.70% | 3.23% | 3.48% | 3.61% | 4.20% | 6.13% |
PEP PepsiCo, Inc. | 2.76% | 2.56% | 2.56% | 2.93% | 3.08% | 3.71% | 3.12% | 3.44% | 3.46% | 3.45% | 3.57% | 4.23% |
COP ConocoPhillips Company | 4.43% | 4.30% | 2.90% | 4.70% | 2.38% | 2.20% | 2.33% | 2.46% | 7.96% | 5.46% | 5.27% | 6.16% |
AFL Aflac Incorporated | 2.18% | 2.26% | 2.35% | 2.70% | 2.25% | 2.56% | 2.28% | 2.80% | 3.18% | 3.03% | 2.69% | 3.28% |
V | 0.77% | 0.76% | 0.62% | 0.57% | 0.57% | 0.69% | 0.63% | 0.78% | 0.68% | 0.68% | 0.67% | 0.70% |
MSFT Microsoft Corporation | 0.86% | 1.07% | 0.69% | 0.96% | 1.24% | 1.78% | 1.99% | 2.59% | 2.61% | 2.86% | 3.07% | 3.79% |
AAPL Apple Inc. | 0.54% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.54% | 2.07% | 2.12% | 1.87% | 2.40% | 1.16% |
Комиссия
Комиссия Etoro 07/08/2023 составляет 0.00%. Ниже вы найдете коэффициенты расходов позиций портфеля для легкого сравнения их относительной стоимости.
Риск-скорректированная доходность
В таблице представлено сравнение показателей доходности скорректированной на риск для позиций. Риск-скорректированные показатели оценивают доходность инвестиций с учетом их рискованности, что позволяет более точно сравнивать различные активы между собой.
Коэффициент Шарпа | Коэффициент Сортино | Коэффициент Омега | Коэффициент Кальмара | Индекс Язвы | |
---|---|---|---|---|---|
EPRT Essential Properties Realty Trust, Inc. | 0.34 | ||||
AMP Ameriprise Financial, Inc. | 0.87 | ||||
IIPR Innovative Industrial Properties, Inc. | -0.19 | ||||
ETR Entergy Corporation | -0.52 | ||||
MRK Merck & Co., Inc. | 1.46 | ||||
PFE | N/A | ||||
TROW | N/A | ||||
WPC | N/A | ||||
O Realty Income Corporation | -0.69 | ||||
TXN | N/A | ||||
SPGI | N/A | ||||
LOW Lowe's Companies, Inc. | 0.51 | ||||
SCHD | N/A | ||||
MDC M.D.C. Holdings, Inc. | 1.50 | ||||
EPD Enterprise Products Partners L.P. | 1.11 | ||||
JPM JPMorgan Chase & Co. | 1.38 | ||||
STAG | N/A | ||||
JNJ Johnson & Johnson | 0.07 | ||||
CSCO Cisco Systems, Inc. | 1.57 | ||||
PG | N/A | ||||
MAIN Main Street Capital Corporation | 0.66 | ||||
KO The Coca-Cola Company | -0.00 | ||||
WMT | N/A | ||||
LMT Lockheed Martin Corporation | 0.05 | ||||
PEP PepsiCo, Inc. | 0.44 | ||||
COP ConocoPhillips Company | 0.37 | ||||
AFL Aflac Incorporated | 1.41 | ||||
V | N/A | ||||
MSFT Microsoft Corporation | 1.11 | ||||
AAPL Apple Inc. | 0.51 |
График просадок
На графике просадок отображаются убытки портфеля с любого максимума на всем периоде.
Максимальные просадки
Etoro 07/08/2023 с января 2010 показал максимальную просадку в 38.13%, зарегистрированную 23 мар. 2020 г.. Портфель полностью восстановился за 114 торговых сессий.
В таблице ниже показаны максимальные просадки. Максимальная просадка - показатель риска. Он показывает снижение стоимости портфеля от максимума после серии убыточных торгов.
Глубина | Начало | Падение | Дно | Восстановление | Окончание | Всего |
---|---|---|---|---|---|---|
-38.13% | 18 февр. 2020 г. | 25 | 23 мар. 2020 г. | 114 | 2 сент. 2020 г. | 139 |
-18.21% | 5 янв. 2022 г. | 186 | 30 сент. 2022 г. | 194 | 12 июл. 2023 г. | 380 |
-13.81% | 24 сент. 2018 г. | 64 | 24 дек. 2018 г. | 27 | 4 февр. 2019 г. | 91 |
-8.61% | 13 окт. 2020 г. | 14 | 30 окт. 2020 г. | 7 | 10 нояб. 2020 г. | 21 |
-7.58% | 3 сент. 2020 г. | 14 | 23 сент. 2020 г. | 13 | 12 окт. 2020 г. | 27 |
График волатильности
Текущая волатильность Etoro 07/08/2023 составляет 3.21%, что отражает среднее процентное изменение стоимости инвестиций вверх или вниз за последний месяц. Ниже представлен график, показывающий скользящую волатильность за один месяц.