Portfolio of AdvantageInvest on eToro

AdvantageInvest

🇨🇭 Stock and ETF Growth Investor.

2 copiers.

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

Summary

-2.95%

This Month

+5.45%

Year To Date

+37.08%

2 Years

+37.08%

5 Years

+37.08%

10 Years

+19.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
38.99%
💻 Electronic Technology
11.55%
🖥️ Technology Services
8.29%
💰 Finance
6.39%
⛏️ Energy Minerals
5.73%
💵 Cash
4.17%
🧩 Miscellaneous
3.95%
🍞 Consumer Non Durables
3.94%
🛍️ Retail Trade
3.45%
🛠️ Producer Manufacturing
3.42%
🧬 Health Technology
3.02%
🪙 Cryptocurrencies
3%
📡 Communications
2.53%
🚗 Consumer Durables
2.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.71%
🇺🇸 Nasdaq
26.93%
🇩🇪 Xetra ETFs
3.96%
🇬🇧 LSE
3.95%
🌍 Digital Currency
3%
🇫🇷 Euronext Paris
1.93%
🇳🇱 Euronext Amsterdam
1.85%

Countries Breakdown

Country
Total

🇺🇸 United States
43.74%
🇳🇴 Norway
2.67%
🇫🇷 France
1.93%
🇳🇱 Netherlands
1.85%
🇩🇪 Germany
0.2%

Dividends

Dividend Yield

0.84%

27 out of 42 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $VZ (6.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.09%	6.14%	$2.66
EQNR	0.08%	3.06%	$1.02
INGA.NV	0.08%	4.05%	$1.11
CVX.US	0.06%	3.7%	$6.28
PEP	0.06%	4.08%	$5.15
ABBV	0.05%	3%	$6.06
T.US	0.05%	4.85%	$1.11
XOM	0.04%	2.68%	$3.76
JPM	0.04%	1.93%	$4.4
PG	0.04%	3.02%	$3.83
KO	0.04%	2.7%	$1.89
MMM	0.03%	1.97%	$5.21
SU.PA	0.03%	1.52%	$3.5
JNJ	0.03%	2.29%	$4.81
EQIX	0.03%	1.85%	$16.19
WFC	0.02%	2.22%	$1.4
HD	0.02%	3%	$8.52
MSFT	0.02%	0.83%	$3
AVGO	0.01%	0.62%	$19.7
AAPL	0.01%	0.34%	$0.97
COST	0.01%	0.55%	$19.22
META	0.01%	0.34%	$1
GOOG	0.01%	0.23%	$0.2
CRM	0%	0.9%	$0.4
NVDA	0%	0.13%	$0.02
SAP	0%	1.14%	$1.73
ISF.L	0%	0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
JNJ	Pay Day	Jun 9, 2026	$1.34
CVX.US	Pay Day	Jun 10, 2026	$1.78
XOM	Pay Day	Jun 10, 2026	$1.03
MSFT	Pay Day	Jun 11, 2026	$0.91
CRM	Ex-Dividend	Jun 11, 2026	$0.44
MMM	Pay Day	Jun 12, 2026	$0.78
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
EQIX	Pay Day	Jun 17, 2026	$5.16
HD	Pay Day	Jun 18, 2026	$2.33
META	Pay Day	Jun 25, 2026	$0.53
NVDA	Pay Day	Jun 26, 2026	$0.25
PEP	Pay Day	Jun 30, 2026	$1.48
KO	Pay Day	Jul 1, 2026	$0.53
CRM	Pay Day	Jul 2, 2026	$0.44
JPM	Ex-Dividend	Jul 6, 2026	$1.50
JPM	Pay Day	Jul 31, 2026	$1.50
EQNR	Ex-Dividend	Aug 14, 2026	$0.39
EQNR	Pay Day	Aug 27, 2026	$0.39

Performance Metrics

Score 7.2/10

Beta

0.67

0.8

1.2

Sharpe Ratio

1.16

0.5

Sortino Ratio

2.22

Jensen's Alpha

6.26

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

2.14

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

1.16

0.5

Sortino Ratio

2.22

Jensen's Alpha

6.26

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

2.14

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.07

High:

TSLA

382.29

Low:

T.US

7.64

Details

PEG Ratio

153.01

High:

JPM

603.47

Low:

T.US

9.19

Details

Price/Book

9.73

High:

AAPL

42.87

Low:

ABBV

-59.71

Details

Price/Sales

7.76

High:

AVGO

27.07

Low:

EQNR

0.9

Details

Price/CF

21.36

High:

TSLA

79.58

Low:

T.US

5.25

Details

Price/FCF

44.39

High:

CVX.US

606.02

Low:

JPM

6.1

Details

P/E Ratio

33.07

High:

TSLA

382.29

Low:

T.US

7.64

Details

PEG Ratio

153.01

High:

JPM

603.47

Low:

T.US

9.19

Details

Price/Book

9.73

High:

AAPL

42.87

Low:

ABBV

-59.71

Details

Price/Sales

7.76

High:

AVGO

27.07

Low:

EQNR

0.9

Details

Price/CF

21.36

High:

TSLA

79.58

Low:

T.US

5.25

Details

Price/FCF

44.39

High:

CVX.US

606.02

Low:

JPM

6.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.31%	Feb 2025	Jul 2025	5
-3.64%	Mar 2026	Apr 2026	1
-2.95%	Jun 2026	-	1
-0.61%	Nov 2025	Jan 2026	2

Monthly Performance

Portfolio of AdvantageInvest on eToro

AdvantageInvest

🇨🇭 Stock and ETF Growth Investor.

2 copiers.

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

Summary

-2.95%

This Month

+5.45%

Year To Date

+37.08%

2 Years

+37.08%

5 Years

+37.08%

10 Years

+19.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
38.99%
💻 Electronic Technology
11.55%
🖥️ Technology Services
8.29%
💰 Finance
6.39%
⛏️ Energy Minerals
5.73%
💵 Cash
4.17%
🧩 Miscellaneous
3.95%
🍞 Consumer Non Durables
3.94%
🛍️ Retail Trade
3.45%
🛠️ Producer Manufacturing
3.42%
🧬 Health Technology
3.02%
🪙 Cryptocurrencies
3%
📡 Communications
2.53%
🚗 Consumer Durables
2.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.71%
🇺🇸 Nasdaq
26.93%
🇩🇪 Xetra ETFs
3.96%
🇬🇧 LSE
3.95%
🌍 Digital Currency
3%
🇫🇷 Euronext Paris
1.93%
🇳🇱 Euronext Amsterdam
1.85%

Countries Breakdown

Country
Total

🇺🇸 United States
43.74%
🇳🇴 Norway
2.67%
🇫🇷 France
1.93%
🇳🇱 Netherlands
1.85%
🇩🇪 Germany
0.2%

Dividends

Dividend Yield

0.84%

27 out of 42 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $VZ (6.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.09%	6.14%	$2.66
EQNR	0.08%	3.06%	$1.02
INGA.NV	0.08%	4.05%	$1.11
CVX.US	0.06%	3.7%	$6.28
PEP	0.06%	4.08%	$5.15
ABBV	0.05%	3%	$6.06
T.US	0.05%	4.85%	$1.11
XOM	0.04%	2.68%	$3.76
JPM	0.04%	1.93%	$4.4
PG	0.04%	3.02%	$3.83
KO	0.04%	2.7%	$1.89
MMM	0.03%	1.97%	$5.21
SU.PA	0.03%	1.52%	$3.5
JNJ	0.03%	2.29%	$4.81
EQIX	0.03%	1.85%	$16.19
WFC	0.02%	2.22%	$1.4
HD	0.02%	3%	$8.52
MSFT	0.02%	0.83%	$3
AVGO	0.01%	0.62%	$19.7
AAPL	0.01%	0.34%	$0.97
COST	0.01%	0.55%	$19.22
META	0.01%	0.34%	$1
GOOG	0.01%	0.23%	$0.2
CRM	0%	0.9%	$0.4
NVDA	0%	0.13%	$0.02
SAP	0%	1.14%	$1.73
ISF.L	0%	0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
JNJ	Pay Day	Jun 9, 2026	$1.34
CVX.US	Pay Day	Jun 10, 2026	$1.78
XOM	Pay Day	Jun 10, 2026	$1.03
MSFT	Pay Day	Jun 11, 2026	$0.91
CRM	Ex-Dividend	Jun 11, 2026	$0.44
MMM	Pay Day	Jun 12, 2026	$0.78
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
EQIX	Pay Day	Jun 17, 2026	$5.16
HD	Pay Day	Jun 18, 2026	$2.33
META	Pay Day	Jun 25, 2026	$0.53
NVDA	Pay Day	Jun 26, 2026	$0.25
PEP	Pay Day	Jun 30, 2026	$1.48
KO	Pay Day	Jul 1, 2026	$0.53
CRM	Pay Day	Jul 2, 2026	$0.44
JPM	Ex-Dividend	Jul 6, 2026	$1.50
JPM	Pay Day	Jul 31, 2026	$1.50
EQNR	Ex-Dividend	Aug 14, 2026	$0.39
EQNR	Pay Day	Aug 27, 2026	$0.39

Performance Metrics

Score 7.2/10

Beta

0.67

0.8

1.2

Sharpe Ratio

1.16

0.5

Sortino Ratio

2.22

Jensen's Alpha

6.26

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

2.14

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

1.16

0.5

Sortino Ratio

2.22

Jensen's Alpha

6.26

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

606.02

Low:

JPM

6.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.31%	Feb 2025	Jul 2025	5
-3.64%	Mar 2026	Apr 2026	1
-2.95%	Jun 2026	-	1
-0.61%	Nov 2025	Jan 2026	2