Portfolio of AlbertoPersello on eToro

AlbertoPersello

🇵🇱 Stock Value Investor.

24 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%

This Month

+7.76%

Year To Date

+35.24%

2 Years

+33.85%

5 Years

+147.81%

10 Years

+14.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
23.63%
💰 Finance
11.05%
🍞 Consumer Non Durables
8.44%
🪨 Non Energy Minerals
8.18%
📊 ETFs
8.14%
🧬 Health Technology
7.2%
🏭 Industrial Services
6.22%
🚗 Consumer Durables
6.18%
🛍️ Retail Trade
6.1%
💻 Electronic Technology
4.99%
🖥️ Technology Services
3.27%
💇‍♀️ Consumer Services
2.62%
⚡ Utilities
2.58%
💼 Commercial Services
1.61%
🛠️ Producer Manufacturing
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.48%
🇫🇷 Euronext Paris
10.93%
🇺🇸 Nasdaq
6.4%
🇳🇴 Oslo Stock Exchange
5.97%
🇬🇧 LSE
5.22%
🇭🇰 Hong Kong Exchanges
1.27%
🇩🇪 FRA
0.71%
🇳🇱 Euronext Amsterdam
0.5%
🇺🇸 Chicago Board Options Exchange
0.3%

Countries Breakdown

Country
Total

🇺🇸 United States
40.63%
🇫🇷 France
10.93%
🇳🇴 Norway
5.97%
🇬🇧 United Kingdom
5.22%
🇱🇺 Luxembourg
2.21%
🇨🇳 China
1.27%
🇯🇵 Japan
1.22%
🇩🇪 Germany
0.71%
🇳🇱 Netherlands
0.5%

Dividends

Dividend Yield

2.05%

27 out of 34 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $GIS (7.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.35%	5.87%	$1.98
NHY.OL	0.15%	2.54%	$2.5
CA.PA	0.14%	5.95%	$0.87
ABBV	0.13%	3%	$6.06
GAW.L	0.13%	2.53%	$5.5
KO	0.12%	2.7%	$1.89
VIE.PA	0.11%	4.28%	$1.25
TSN	0.1%	3.61%	$1.96
TX	0.1%	4.39%	$3.3
O	0.09%	5.41%	$3.09
GIS	0.08%	7.58%	$2.36
WM	0.08%	1.63%	$2.9
MCD	0.07%	2.68%	$6.53
CVS	0.06%	2.8%	$2.54
ALLY	0.05%	2.83%	$1.2
TAK	0.05%	3.87%	$0.56
ABM	0.04%	2.78%	$0.9
VNA.DE	0.04%	6.1%	$0.9
STAG	0.03%	4.11%	$1.47
DELL	0.03%	0.54%	$1.63
BBWI	0.02%	4.46%	$0.8
RSG	0.02%	1.22%	$2.14
MSFT	0.02%	0.83%	$3
9988.HK	0.01%	0.84%	$0.98
TMO	0.01%	0.38%	$1.48
0968.HK	0%	1.98%	$0.23
PRX.NV	0%	0.49%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share
KO	Ex-Dividend	Jun 15, 2026	$0.53
TSN	Pay Day	Jun 15, 2026	$0.51
TMO	Ex-Dividend	Jun 15, 2026	$0.47
O	Pay Day	Jun 15, 2026	$0.27
MCD	Pay Day	Jun 16, 2026	$1.86
WM	Pay Day	Jun 18, 2026	$0.94
BBWI	Pay Day	Jun 19, 2026	$0.20
STAG	Ex-Dividend	Jun 30, 2026	$0.39
KO	Pay Day	Jul 1, 2026	$0.53
RSG	Ex-Dividend	Jul 2, 2026	$0.63
9988.HK	Pay Day	Jul 6, 2026	$0.13
TMO	Pay Day	Jul 15, 2026	$0.47
RSG	Pay Day	Jul 15, 2026	$0.63
STAG	Pay Day	Jul 15, 2026	$0.39

Performance Metrics

Score 6.5/10

Beta

0.55

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.44

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Beta

0.55

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.44

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.18

High:

TBCH

394.64

Low:

VNA.DE

5.03

Details

PEG Ratio

206.6

High:

771.63

Low:

VNA.DE

0.88

Details

Price/Book

6.64

High:

GAW.L

19.73

Low:

MCD

-150.65

Details

Price/Sales

3.09

High:

PRX.NV

14.5

Low:

CA.PA

0.13

Details

Price/CF

12.91

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

31.52

High:

9988.HK

2,771.01

Low:

BBWI

5.21

Details

P/E Ratio

26.18

High:

TBCH

394.64

Low:

VNA.DE

5.03

Details

PEG Ratio

206.6

High:

771.63

Low:

VNA.DE

0.88

Details

Price/Book

6.64

High:

GAW.L

19.73

Low:

MCD

-150.65

Details

Price/Sales

3.09

High:

PRX.NV

14.5

Low:

CA.PA

0.13

Details

Price/CF

12.91

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

31.52

High:

9988.HK

2,771.01

Low:

BBWI

5.21

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.79%	Nov 2021	Aug 2024	33
-12.6%	Jan 2020	May 2020	4
-6%	Sep 2021	Oct 2021	1
-5.96%	Feb 2021	Jun 2021	4
-5.07%	Dec 2024	Feb 2025	2
-4.39%	Mar 2026	May 2026	2
-3.59%	Mar 2025	Jun 2025	3
-3.12%	Jun 2019	Oct 2019	4
-2.08%	Oct 2024	Nov 2024	1
-0.91%	Jul 2021	Aug 2021	1
-0.49%	Jun 2026	-	1

Monthly Performance

Portfolio of AlbertoPersello on eToro

AlbertoPersello

🇵🇱 Stock Value Investor.

24 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%

This Month

+7.76%

Year To Date

+35.24%

2 Years

+33.85%

5 Years

+147.81%

10 Years

+14.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
23.63%
💰 Finance
11.05%
🍞 Consumer Non Durables
8.44%
🪨 Non Energy Minerals
8.18%
📊 ETFs
8.14%
🧬 Health Technology
7.2%
🏭 Industrial Services
6.22%
🚗 Consumer Durables
6.18%
🛍️ Retail Trade
6.1%
💻 Electronic Technology
4.99%
🖥️ Technology Services
3.27%
💇‍♀️ Consumer Services
2.62%
⚡ Utilities
2.58%
💼 Commercial Services
1.61%
🛠️ Producer Manufacturing
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.48%
🇫🇷 Euronext Paris
10.93%
🇺🇸 Nasdaq
6.4%
🇳🇴 Oslo Stock Exchange
5.97%
🇬🇧 LSE
5.22%
🇭🇰 Hong Kong Exchanges
1.27%
🇩🇪 FRA
0.71%
🇳🇱 Euronext Amsterdam
0.5%
🇺🇸 Chicago Board Options Exchange
0.3%

Countries Breakdown

Country
Total

🇺🇸 United States
40.63%
🇫🇷 France
10.93%
🇳🇴 Norway
5.97%
🇬🇧 United Kingdom
5.22%
🇱🇺 Luxembourg
2.21%
🇨🇳 China
1.27%
🇯🇵 Japan
1.22%
🇩🇪 Germany
0.71%
🇳🇱 Netherlands
0.5%

Dividends

Dividend Yield

2.05%

27 out of 34 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $GIS (7.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.35%	5.87%	$1.98
NHY.OL	0.15%	2.54%	$2.5
CA.PA	0.14%	5.95%	$0.87
ABBV	0.13%	3%	$6.06
GAW.L	0.13%	2.53%	$5.5
KO	0.12%	2.7%	$1.89
VIE.PA	0.11%	4.28%	$1.25
TSN	0.1%	3.61%	$1.96
TX	0.1%	4.39%	$3.3
O	0.09%	5.41%	$3.09
GIS	0.08%	7.58%	$2.36
WM	0.08%	1.63%	$2.9
MCD	0.07%	2.68%	$6.53
CVS	0.06%	2.8%	$2.54
ALLY	0.05%	2.83%	$1.2
TAK	0.05%	3.87%	$0.56
ABM	0.04%	2.78%	$0.9
VNA.DE	0.04%	6.1%	$0.9
STAG	0.03%	4.11%	$1.47
DELL	0.03%	0.54%	$1.63
BBWI	0.02%	4.46%	$0.8
RSG	0.02%	1.22%	$2.14
MSFT	0.02%	0.83%	$3
9988.HK	0.01%	0.84%	$0.98
TMO	0.01%	0.38%	$1.48
0968.HK	0%	1.98%	$0.23
PRX.NV	0%	0.49%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share
KO	Ex-Dividend	Jun 15, 2026	$0.53
TSN	Pay Day	Jun 15, 2026	$0.51
TMO	Ex-Dividend	Jun 15, 2026	$0.47
O	Pay Day	Jun 15, 2026	$0.27
MCD	Pay Day	Jun 16, 2026	$1.86
WM	Pay Day	Jun 18, 2026	$0.94
BBWI	Pay Day	Jun 19, 2026	$0.20
STAG	Ex-Dividend	Jun 30, 2026	$0.39
KO	Pay Day	Jul 1, 2026	$0.53
RSG	Ex-Dividend	Jul 2, 2026	$0.63
9988.HK	Pay Day	Jul 6, 2026	$0.13
TMO	Pay Day	Jul 15, 2026	$0.47
RSG	Pay Day	Jul 15, 2026	$0.63
STAG	Pay Day	Jul 15, 2026	$0.39

Performance Metrics

Score 6.5/10

Beta

0.55

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.44

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Beta

0.55

0.8

1.2

Sharpe Ratio

0.75

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.44

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.18

High:

TBCH

394.64

Low:

VNA.DE

5.03

Details

PEG Ratio

206.6

High:

771.63

Low:

VNA.DE

0.88

Details

Price/Book

6.64

High:

GAW.L

19.73

Low:

MCD

-150.65

Details

Price/Sales

3.09

High:

PRX.NV

14.5

Low:

CA.PA

0.13

Details

Price/CF

12.91

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

31.52

High:

9988.HK

2,771.01

Low:

BBWI

5.21

Details

P/E Ratio

26.18

High:

TBCH

394.64

Low:

VNA.DE

5.03

Details

PEG Ratio

206.6

High:

771.63

Low:

VNA.DE

0.88

Details

Price/Book

6.64

High:

GAW.L

19.73

Low:

MCD

-150.65

Details

Price/Sales

3.09

High:

PRX.NV

14.5

Low:

CA.PA

0.13

Details

Price/CF

12.91

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

31.52

High:

9988.HK

2,771.01

Low:

BBWI

5.21

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.79%	Nov 2021	Aug 2024	33
-12.6%	Jan 2020	May 2020	4
-6%	Sep 2021	Oct 2021	1
-5.96%	Feb 2021	Jun 2021	4
-5.07%	Dec 2024	Feb 2025	2
-4.39%	Mar 2026	May 2026	2
-3.59%	Mar 2025	Jun 2025	3
-3.12%	Jun 2019	Oct 2019	4
-2.08%	Oct 2024	Nov 2024	1
-0.91%	Jul 2021	Aug 2021	1
-0.49%	Jun 2026	-	1