Portfolio of Alberto1309 on eToro

Alberto1309

🇮🇹 Value Stock 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

-0.49%

Today

+0.24%

This Month

+2.46%

Year To Date

+43.12%

2 Years

+109.76%

5 Years

+17.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💇‍♀️ Consumer Services
24.37%
📊 ETFs
22.71%
🧩 Miscellaneous
14.77%
💰 Finance
12.55%
🛍️ Retail Trade
8.01%
🪙 Cryptocurrencies
5.77%
💵 Cash
5.2%
🚗 Consumer Durables
2.3%
💻 Electronic Technology
2.12%
🖥️ Technology Services
1.68%
🧬 Health Technology
0.88%
⚡ Utilities
0.87%
🍞 Consumer Non Durables
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.29%
🇬🇧 LSE
29.06%
🇺🇸 Nasdaq
14.14%
🌍 Digital Currency
5.77%
🇪🇸 Bolsa De Madrid
0.87%
🇮🇹 Borsa Italiana
0.75%
🇩🇪 FRA
0.54%

Countries Breakdown

Country
Total

🇺🇸 United States
46.52%
🇬🇧 United Kingdom
14.77%
🇨🇦 Canada
3.69%
🇮🇹 Italy
1.49%
🇪🇸 Spain
0.87%
🇩🇪 Germany
0.54%
🇨🇳 China
0.04%

Dividends

Dividend Yield

0.6%

20 out of 32 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QSR	0.12%	3.27%	$2.26
LOW	0.11%	2.04%	$4.45
JPM	0.07%	2.02%	$4.4
SPY5.L	0.05%	1.05%	-
BKNG	0.05%	0.66%	$17.5
SPY	0.05%	1.29%	-
DIA.US	0.03%	1.65%	-
IBE.MC	0.03%	3.23%	$0.45
VOW3.DE	0.02%	6.83%	$9.06
SMT.L	0.02%	0.35%	$0.03
HLT	0.02%	0.24%	$0.6
KO	0.01%	2.81%	$1.89
A	0.01%	0.86%	$0.93
RACE	0%	0.67%	$2.64
LDO.MI	0%	0.96%	$0.28
GOOG	0%	0.47%	$0.2
AAPL	0%	0.5%	$0.97
META	0%	0.3%	$1
PSH.L	0%	0.01%	-
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
KO	Ex-Dividend	Jun 13, 2025	$0.51
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
QSR	Ex-Dividend	Jun 24, 2025	$0.62
LDO.MI	Pay Day	Jun 25, 2025	$0.56
META	Pay Day	Jun 26, 2025	$0.52
HLT	Pay Day	Jun 27, 2025	$0.15
BKNG	Pay Day	Jun 30, 2025	$9.60
KO	Pay Day	Jul 1, 2025	$0.51
A	Ex-Dividend	Jul 1, 2025	$0.25
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
IBE.MC	Ex-Dividend	Jul 4, 2025	$0.46
QSR	Pay Day	Jul 8, 2025	$0.62
LOW	Ex-Dividend	Jul 23, 2025	$1.20
A	Pay Day	Jul 23, 2025	$0.25
IBE.MC	Pay Day	Jul 30, 2025	$0.46
JPM	Pay Day	Jul 31, 2025	$1.40
LOW	Pay Day	Aug 6, 2025	$1.20
PSH.L	Ex-Dividend	Aug 14, 2025	$0.16
PSH.L	Pay Day	Sep 19, 2025	$0.16

Performance Metrics

Score 6.5/10

Beta

1.01

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

2.25

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.17

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Beta

1.01

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

2.25

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.17

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

20.05

High:

TSLA

182.61

Low:

JUVE.MI

-14.01

Details

PEG Ratio

179.64

High:

10,196.22

Low:

NIO

-58.8

Details

Price/Book

3.56

High:

AAPL

45.36

Low:

NIO

-144.34

Details

Price/Sales

3.91

High:

NVDA

23.52

Low:

VOW3.DE

0.14

Details

Price/CF

24.26

High:

282.33

Low:

PSH.L

1.96

Details