Portfolio of AlbertoPersello on eToro

AlbertoPersello

🇵🇱 Stock and ETF Value Investor.

25 copiers.

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

Summary

-0.04%

This Month

-0.04%

Year To Date

+30.35%

2 Years

+25.56%

5 Years

+129.87%

10 Years

+14.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
14.56%
💰 Finance
13.6%
🍞 Consumer Non Durables
9.22%
📊 ETFs
8.71%
🧬 Health Technology
8.12%
🪨 Non Energy Minerals
8%
🏭 Industrial Services
6.78%
🚗 Consumer Durables
6.44%
🖥️ Technology Services
6.39%
🛍️ Retail Trade
6.24%
💇‍♀️ Consumer Services
3.07%
🚚 Transportation
2.68%
⚡ Utilities
2.36%
💼 Commercial Services
1.86%
💻 Electronic Technology
1.48%
🛠️ Producer Manufacturing
0.28%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
51.07%
🇫🇷 Euronext Paris
10.65%
🇺🇸 Nasdaq
9.65%
🇬🇧 LSE
5.42%
🇳🇴 Oslo Stock Exchange
4.66%
🇭🇰 Hong Kong Exchanges
1.85%
🇩🇪 FRA
0.92%
🇳🇱 Euronext Amsterdam
0.68%
🇺🇸 Chicago Board Options Exchange
0.31%

Countries Breakdown

Country
Total

🇺🇸 United States
45.9%
🇫🇷 France
10.65%
🇬🇧 United Kingdom
5.42%
🇳🇴 Norway
4.66%
🇱🇺 Luxembourg
2.11%
🇨🇳 China
1.85%
🇯🇵 Japan
1.34%
🇲🇽 Mexico
1.23%
🇩🇪 Germany
0.92%
🇳🇱 Netherlands
0.68%

Dividends

Dividend Yield

2.19%

30 out of 38 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CA.PA (6.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.35%	5.61%	$1.98
GAW.L	0.15%	2.69%	$5.5
ABBV	0.15%	3.13%	$6.06
CA.PA	0.14%	6.73%	$0.87
TX	0.13%	6.38%	$3.3
KO	0.13%	2.85%	$1.89
NHY.OL	0.12%	2.67%	$2.5
VIE.PA	0.11%	4.82%	$1.25
TSN	0.11%	3.34%	$1.96
O	0.09%	5.25%	$3.09
GIS	0.08%	5.48%	$2.36
WM	0.08%	1.51%	$2.9
MCD	0.07%	2.38%	$6.53
CVS	0.07%	3.36%	$2.54
ALLY	0.06%	2.83%	$1.2
FDX	0.05%	1.94%	$5.16
TAK	0.05%	3.7%	$0.56
VNA.DE	0.05%	5.1%	$0.9
ABM	0.04%	2.39%	$0.9
STAG	0.04%	4.03%	$1.47
DELL	0.03%	1.89%	$1.63
BBWI	0.02%	3.7%	$0.8
RSG	0.02%	1.16%	$2.14
MSFT	0.02%	0.77%	$3
9988.HK	0.01%	0.63%	$0.98
CX	0.01%	0.7%	-
GOOG	0.01%	0.26%	$0.2
TMO	0.01%	0.28%	$1.48
0968.HK	0%	1.32%	$0.23
PRX.NV	0%	0.4%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.5/10

Beta

0.57

0.8

1.2

Sharpe Ratio

0.74

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.37

-2

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.62

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Beta

0.57

0.8

1.2

Sharpe Ratio

0.74

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.37

-2

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.62

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.56

High:

CVS

209.28

Low:

0968.HK

-163.92

Details

PEG Ratio

381.59

High:

3,157.55

Low:

NHY.OL

2.06

Details

Price/Book

7.56

High:

GAW.L

18.7

Low:

ABBV

-143.18

Details

Price/Sales

4.57

High:

PRX.NV

18.47

Low:

CA.PA

0.1

Details

Price/CF

18.99

High:

PRX.NV

75.23

Low:

CA.PA

2.22

Details

Price/FCF

44.82

High:

272.99

Low:

CA.PA

5.52

Details

P/E Ratio

30.56

High:

CVS

209.28

Low:

0968.HK

-163.92

Details

PEG Ratio

381.59

High:

3,157.55

Low:

NHY.OL

2.06

Details

Price/Book

7.56

High:

GAW.L

18.7

Low:

ABBV

-143.18

Details

Price/Sales

4.57

High:

PRX.NV

18.47

Low:

CA.PA

0.1

Details

Price/CF

18.99

High:

PRX.NV

75.23

Low:

CA.PA

2.22

Details

Price/FCF

44.82

High:

272.99

Low:

CA.PA

5.52

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
-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
-0.04%	Jan 2026	-	1

Monthly Performance

Portfolio of AlbertoPersello on eToro

AlbertoPersello

🇵🇱 Stock and ETF Value Investor.

25 copiers.

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

Summary

-0.04%

This Month

-0.04%

Year To Date

+30.35%

2 Years

+25.56%

5 Years

+129.87%

10 Years

+14.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
14.56%
💰 Finance
13.6%
🍞 Consumer Non Durables
9.22%
📊 ETFs
8.71%
🧬 Health Technology
8.12%
🪨 Non Energy Minerals
8%
🏭 Industrial Services
6.78%
🚗 Consumer Durables
6.44%
🖥️ Technology Services
6.39%
🛍️ Retail Trade
6.24%
💇‍♀️ Consumer Services
3.07%
🚚 Transportation
2.68%
⚡ Utilities
2.36%
💼 Commercial Services
1.86%
💻 Electronic Technology
1.48%
🛠️ Producer Manufacturing
0.28%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
51.07%
🇫🇷 Euronext Paris
10.65%
🇺🇸 Nasdaq
9.65%
🇬🇧 LSE
5.42%
🇳🇴 Oslo Stock Exchange
4.66%
🇭🇰 Hong Kong Exchanges
1.85%
🇩🇪 FRA
0.92%
🇳🇱 Euronext Amsterdam
0.68%
🇺🇸 Chicago Board Options Exchange
0.31%

Countries Breakdown

Country
Total

🇺🇸 United States
45.9%
🇫🇷 France
10.65%
🇬🇧 United Kingdom
5.42%
🇳🇴 Norway
4.66%
🇱🇺 Luxembourg
2.11%
🇨🇳 China
1.85%
🇯🇵 Japan
1.34%
🇲🇽 Mexico
1.23%
🇩🇪 Germany
0.92%
🇳🇱 Netherlands
0.68%

Dividends

Dividend Yield

2.19%

30 out of 38 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CA.PA (6.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.35%	5.61%	$1.98
GAW.L	0.15%	2.69%	$5.5
ABBV	0.15%	3.13%	$6.06
CA.PA	0.14%	6.73%	$0.87
TX	0.13%	6.38%	$3.3
KO	0.13%	2.85%	$1.89
NHY.OL	0.12%	2.67%	$2.5
VIE.PA	0.11%	4.82%	$1.25
TSN	0.11%	3.34%	$1.96
O	0.09%	5.25%	$3.09
GIS	0.08%	5.48%	$2.36
WM	0.08%	1.51%	$2.9
MCD	0.07%	2.38%	$6.53
CVS	0.07%	3.36%	$2.54
ALLY	0.06%	2.83%	$1.2
FDX	0.05%	1.94%	$5.16
TAK	0.05%	3.7%	$0.56
VNA.DE	0.05%	5.1%	$0.9
ABM	0.04%	2.39%	$0.9
STAG	0.04%	4.03%	$1.47
DELL	0.03%	1.89%	$1.63
BBWI	0.02%	3.7%	$0.8
RSG	0.02%	1.16%	$2.14
MSFT	0.02%	0.77%	$3
9988.HK	0.01%	0.63%	$0.98
CX	0.01%	0.7%	-
GOOG	0.01%	0.26%	$0.2
TMO	0.01%	0.28%	$1.48
0968.HK	0%	1.32%	$0.23
PRX.NV	0%	0.4%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.5/10

Beta

0.57

0.8

1.2

Sharpe Ratio

0.74

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.37

-2

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.62

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Beta

0.57

0.8

1.2

Sharpe Ratio

0.74

0.5

1.5

Sortino Ratio

1.31

Jensen's Alpha

4.37

-2

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.62

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.56

High:

CVS

209.28

Low:

0968.HK

-163.92

Details

PEG Ratio

381.59

High:

3,157.55

Low:

NHY.OL

2.06

Details

Price/Book

7.56

High:

GAW.L

18.7

Low:

ABBV

-143.18

Details

Price/Sales

4.57

High:

PRX.NV

18.47

Low:

CA.PA

0.1

Details

Price/CF

18.99

High:

PRX.NV

75.23

Low:

CA.PA

2.22

Details

Price/FCF

44.82

High:

272.99

Low:

CA.PA

5.52

Details

P/E Ratio

30.56

High:

CVS

209.28

Low:

0968.HK

-163.92

Details

PEG Ratio

381.59

High:

3,157.55

Low:

NHY.OL

2.06

Details

Price/Book

7.56

High:

GAW.L

18.7

Low:

ABBV

-143.18

Details

Price/Sales

4.57

High:

PRX.NV

18.47

Low:

CA.PA

0.1

Details

Price/CF

18.99

High:

PRX.NV

75.23

Low:

CA.PA

2.22

Details

Price/FCF

44.82

High:

272.99

Low:

CA.PA

5.52

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
-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
-0.04%	Jan 2026	-	1