Portfolio of ALTIA-Investment on eToro

ALTIA-Investment

🇫🇷 Stock Smart Portfolio.

766 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

This Month

+15.72%

Year To Date

+46.09%

2 Years

+77.48%

5 Years

+156.86%

10 Years

+12.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.7%
💻 Electronic Technology
20.98%
🛠️ Producer Manufacturing
16.08%
💵 Cash
10.2%
🛍️ Retail Trade
9.63%
🧬 Health Technology
4.15%
🚚 Transportation
2.67%
🚗 Consumer Durables
2.64%
🏭 Industrial Services
2.61%
🍞 Consumer Non Durables
2.55%
💼 Commercial Services
2.32%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.97%
🇺🇸 NYSE
26.61%
🇩🇪 FRA
8.64%
🇫🇷 Euronext Paris
4.06%
🇮🇹 Borsa Italiana
2.52%
🇳🇱 Euronext Amsterdam
2.5%

Countries Breakdown

Country
Total

🇺🇸 United States
64.62%
🇩🇪 Germany
8.64%
🇮🇹 Italy
5.16%
🇫🇷 France
4.06%
🇺🇾 Uruguay
2.78%
🇮🇱 Israel
2.53%
🇳🇱 Netherlands
2.5%

Dividends

Dividend Yield

0.41%

19 out of 32 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $SIE.DE (2.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SIE.DE	0.06%	2.26%	$4.7
OR.PA	0.04%	1.76%	$6.6
SAP.DE	0.04%	1.03%	$2.2
CAT	0.04%	1.39%	$5.31
AVGO	0.03%	0.78%	$19.7
G24.DE	0.03%	1.22%	$1.2
PRY.MI	0.03%	1.08%	$0.7
LRCX	0.03%	0.98%	$8
ASML.NV	0.03%	1.05%	$6.1
MSFT	0.02%	0.66%	$3
RACE	0.02%	0.72%	$2.64
AAPL	0.01%	0.45%	$0.97
GOOGL	0.01%	0.39%	$0.2
MU	0.01%	0.39%	$0.46
META	0.01%	0.28%	$1
JBL	0%	0.16%	$0.32
PWR	0%	0.11%	$0.35
NVDA	0%	0.02%	$0.02
GEV	0%	-0.13%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOGL	Pay Day	Sep 15, 2025	$0.21
LRCX	Ex-Dividend	Sep 24, 2025	$0.26
PWR	Ex-Dividend	Oct 1, 2025	$0.10
NVDA	Pay Day	Oct 2, 2025	$0.01
PWR	Pay Day	Oct 10, 2025	$0.10
LRCX	Pay Day	Oct 15, 2025	$0.26

Performance Metrics

Score 6/10

Beta

0.82

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

2.33

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.52

0.3

0.6

Beta

0.82

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

2.33

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.52

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.44

High:

PLTR

520.8

Low:

CRWD

-354.09

Details

PEG Ratio

1,284.09

High:

AAPL

23,990.48

Low:

NANO.PA

-18.35

Details

Price/Book

12.75

High:

PLTR

62.69

Low:

AZO

-17.67

Details

Price/Sales

8.54

High:

PLTR

116.73

Low:

JBL

0.79

Details

Price/CF

26.73

High:

AXON

246.55

Low:

7.16

Details

Price/FCF

56.74

High:

AXON

384.97

Low:

JBL

16.31

Details