Portfolio of AlbertoPersello on eToro

AlbertoPersello

🇵🇱 Stock Value Investor.

23 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

+9.33%

Year To Date

+28.8%

2 Years

+37.05%

5 Years

+151.43%

10 Years

+13.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
24.29%
💰 Finance
10.54%
🧬 Health Technology
9.56%
🍞 Consumer Non Durables
9.11%
📊 ETFs
8.32%
🏭 Industrial Services
6.73%
🪨 Non Energy Minerals
5.77%
🚗 Consumer Durables
5.43%
🛍️ Retail Trade
5.29%
💻 Electronic Technology
5.21%
🖥️ Technology Services
3.71%
💇‍♀️ Consumer Services
2.36%
⚡ Utilities
2.31%
💼 Commercial Services
1.98%
🛠️ Producer Manufacturing
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.2%
🇫🇷 Euronext Paris
10.11%
🇺🇸 Nasdaq
6.99%
🇬🇧 LSE
4.27%
🇳🇴 Oslo Stock Exchange
3.37%
🇭🇰 Hong Kong Exchanges
1.03%
🇩🇪 FRA
0.61%
🇺🇸 Chicago Board Options Exchange
0.46%
🇳🇱 Euronext Amsterdam
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
44.34%
🇫🇷 France
10.11%
🇬🇧 United Kingdom
4.27%
🇳🇴 Norway
3.37%
🇱🇺 Luxembourg
2.4%
🇯🇵 Japan
1.58%
🇨🇳 China
1.03%
🇩🇪 Germany
0.61%
🇳🇱 Netherlands
0.44%

Dividends

Dividend Yield

2.02%

27 out of 34 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $VNA.DE (7.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.32%	5.45%	$1.98
NHY.OL	0.15%	4.54%	$2.5
GAW.L	0.15%	3.57%	$5.5
ABBV	0.14%	2.37%	$6.06
CA.PA	0.14%	7.44%	$0.87
KO	0.12%	2.26%	$1.89
VIE.PA	0.11%	4.54%	$1.25
TSN	0.1%	3.58%	$1.96
TX	0.1%	4.17%	$3.3
O	0.08%	5.72%	$3.09
WM	0.08%	1.57%	$2.9
GIS	0.07%	7.28%	$2.36
MCD	0.07%	2.92%	$6.53
CVS	0.06%	2.99%	$2.54
ALLY	0.06%	3.27%	$1.2
VNA.DE	0.05%	7.73%	$0.9
TAK	0.04%	2.78%	$0.56
ABM	0.04%	2.12%	$0.9
STAG	0.03%	4.21%	$1.47
DELL	0.03%	0.56%	$1.63
BBWI	0.02%	3.51%	$0.8
RSG	0.02%	1.06%	$2.14
MSFT	0.02%	0.71%	$3
9988.HK	0.01%	1.03%	$0.98
TMO	0.01%	0.27%	$1.48
PRX.NV	0%	0.82%	$0.07
0968.HK	0%	0.56%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
O	Pay Day	Nov 13, 2026	$0.27
TX	Ex-Dividend	Nov 14, 2026	$1.30
ABBV	Pay Day	Nov 16, 2026	$1.73
ALLY	Pay Day	Nov 16, 2026	$0.35
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
BBWI	Ex-Dividend	Nov 21, 2026	$0.20
O	Ex-Dividend	Nov 30, 2026	$0.27
MCD	Ex-Dividend	Dec 1, 2026	$1.86
TSN	Ex-Dividend	Dec 1, 2026	$0.51
WM	Ex-Dividend	Dec 11, 2026	$0.94
KO	Ex-Dividend	Dec 15, 2026	$0.53
TMO	Ex-Dividend	Dec 15, 2026	$0.47
STAG	Ex-Dividend	Dec 30, 2026	$0.39
ABM	Ex-Dividend	Jan 1, 2027	$0.29
RSG	Ex-Dividend	Jan 2, 2027	$0.63
GIS	Ex-Dividend	Jan 13, 2027	$0.61
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
DELL	Ex-Dividend	Jan 20, 2027	$0.63
CVS	Ex-Dividend	Jan 22, 2027	$0.67
0968.HK	Ex-Dividend	Feb 13, 2027	$0.00
TAK	Ex-Dividend	Apr 1, 2027	$0.34
NHY.OL	Ex-Dividend	May 8, 2027	$3.00
CS.PA	Ex-Dividend	May 11, 2027	$2.74
VIE.PA	Ex-Dividend	May 11, 2027	$1.77
VNA.DE	Ex-Dividend	May 22, 2027	$1.45
CA.PA	Ex-Dividend	May 26, 2027	$1.15
9988.HK	Ex-Dividend	Jun 10, 2027	$0.13
PRX.NV	Ex-Dividend	Oct 30, 2027	$0.14

Performance Metrics

Score 6.6/10

Beta

0.56

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.36

Jensen's Alpha

4.66

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.67

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Beta

0.56

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.36

Jensen's Alpha

4.66

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.67

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.96

High:

TAK

282.57

Low:

TBCH

-77.31

Details

PEG Ratio

1.65

High:

GAW.L

5.17

Low:

VNA.DE

Details

Price/Book

7.89

High:

GAW.L

15.54

Low:

DELL

-190.3

Details

Price/Sales

3.87

High:

MSFT

11.22

Low:

CA.PA

0.11

Details

Price/CF

18.15

High:

PRX.NV

60.69

Low:

ALLY

3.11

Details

Price/FCF

63.24

High:

9988.HK

2,771.01

Low:

BBWI

4.68

Details

P/E Ratio

27.96

High:

TAK

282.57

Low:

TBCH

-77.31

Details

PEG Ratio

1.65

High:

GAW.L

5.17

Low:

VNA.DE

Details

Price/Book

7.89

High:

GAW.L

15.54

Low:

DELL

-190.3

Details

Price/Sales

3.87

High:

MSFT

11.22

Low:

CA.PA

0.11

Details

Price/CF

18.15

High:

PRX.NV

60.69

Low:

ALLY

3.11

Details

Price/FCF

63.24

High:

9988.HK

2,771.01

Low:

BBWI

4.68

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
-2.34%	Sep 2026	-	2
-2.08%	Oct 2024	Nov 2024	1
-0.91%	Jul 2021	Aug 2021	1

Monthly Performance

Portfolio of AlbertoPersello on eToro

AlbertoPersello

🇵🇱 Stock Value Investor.

23 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

+9.33%

Year To Date

+28.8%

2 Years

+37.05%

5 Years

+151.43%

10 Years

+13.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
24.29%
💰 Finance
10.54%
🧬 Health Technology
9.56%
🍞 Consumer Non Durables
9.11%
📊 ETFs
8.32%
🏭 Industrial Services
6.73%
🪨 Non Energy Minerals
5.77%
🚗 Consumer Durables
5.43%
🛍️ Retail Trade
5.29%
💻 Electronic Technology
5.21%
🖥️ Technology Services
3.71%
💇‍♀️ Consumer Services
2.36%
⚡ Utilities
2.31%
💼 Commercial Services
1.98%
🛠️ Producer Manufacturing
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.2%
🇫🇷 Euronext Paris
10.11%
🇺🇸 Nasdaq
6.99%
🇬🇧 LSE
4.27%
🇳🇴 Oslo Stock Exchange
3.37%
🇭🇰 Hong Kong Exchanges
1.03%
🇩🇪 FRA
0.61%
🇺🇸 Chicago Board Options Exchange
0.46%
🇳🇱 Euronext Amsterdam
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
44.34%
🇫🇷 France
10.11%
🇬🇧 United Kingdom
4.27%
🇳🇴 Norway
3.37%
🇱🇺 Luxembourg
2.4%
🇯🇵 Japan
1.58%
🇨🇳 China
1.03%
🇩🇪 Germany
0.61%
🇳🇱 Netherlands
0.44%

Dividends

Dividend Yield

2.02%

27 out of 34 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $VNA.DE (7.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.32%	5.45%	$1.98
NHY.OL	0.15%	4.54%	$2.5
GAW.L	0.15%	3.57%	$5.5
ABBV	0.14%	2.37%	$6.06
CA.PA	0.14%	7.44%	$0.87
KO	0.12%	2.26%	$1.89
VIE.PA	0.11%	4.54%	$1.25
TSN	0.1%	3.58%	$1.96
TX	0.1%	4.17%	$3.3
O	0.08%	5.72%	$3.09
WM	0.08%	1.57%	$2.9
GIS	0.07%	7.28%	$2.36
MCD	0.07%	2.92%	$6.53
CVS	0.06%	2.99%	$2.54
ALLY	0.06%	3.27%	$1.2
VNA.DE	0.05%	7.73%	$0.9
TAK	0.04%	2.78%	$0.56
ABM	0.04%	2.12%	$0.9
STAG	0.03%	4.21%	$1.47
DELL	0.03%	0.56%	$1.63
BBWI	0.02%	3.51%	$0.8
RSG	0.02%	1.06%	$2.14
MSFT	0.02%	0.71%	$3
9988.HK	0.01%	1.03%	$0.98
TMO	0.01%	0.27%	$1.48
PRX.NV	0%	0.82%	$0.07
0968.HK	0%	0.56%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
O	Pay Day	Nov 13, 2026	$0.27
TX	Ex-Dividend	Nov 14, 2026	$1.30
ABBV	Pay Day	Nov 16, 2026	$1.73
ALLY	Pay Day	Nov 16, 2026	$0.35
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
BBWI	Ex-Dividend	Nov 21, 2026	$0.20
O	Ex-Dividend	Nov 30, 2026	$0.27
MCD	Ex-Dividend	Dec 1, 2026	$1.86
TSN	Ex-Dividend	Dec 1, 2026	$0.51
WM	Ex-Dividend	Dec 11, 2026	$0.94
KO	Ex-Dividend	Dec 15, 2026	$0.53
TMO	Ex-Dividend	Dec 15, 2026	$0.47
STAG	Ex-Dividend	Dec 30, 2026	$0.39
ABM	Ex-Dividend	Jan 1, 2027	$0.29
RSG	Ex-Dividend	Jan 2, 2027	$0.63
GIS	Ex-Dividend	Jan 13, 2027	$0.61
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
DELL	Ex-Dividend	Jan 20, 2027	$0.63
CVS	Ex-Dividend	Jan 22, 2027	$0.67
0968.HK	Ex-Dividend	Feb 13, 2027	$0.00
TAK	Ex-Dividend	Apr 1, 2027	$0.34
NHY.OL	Ex-Dividend	May 8, 2027	$3.00
CS.PA	Ex-Dividend	May 11, 2027	$2.74
VIE.PA	Ex-Dividend	May 11, 2027	$1.77
VNA.DE	Ex-Dividend	May 22, 2027	$1.45
CA.PA	Ex-Dividend	May 26, 2027	$1.15
9988.HK	Ex-Dividend	Jun 10, 2027	$0.13
PRX.NV	Ex-Dividend	Oct 30, 2027	$0.14

Performance Metrics

Score 6.6/10

Beta

0.56

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.36

Jensen's Alpha

4.66

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.67

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Beta

0.56

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.36

Jensen's Alpha

4.66

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.67

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.72

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.96

High:

TAK

282.57

Low:

TBCH

-77.31

Details

PEG Ratio

1.65

High:

GAW.L

5.17

Low:

VNA.DE

Details

Price/Book

7.89

High:

GAW.L

15.54

Low:

DELL

-190.3

Details

Price/Sales

3.87

High:

MSFT

11.22

Low:

CA.PA

0.11

Details

Price/CF

18.15

High:

PRX.NV

60.69

Low:

ALLY

3.11

Details

Price/FCF

63.24

High:

9988.HK

2,771.01

Low:

BBWI

4.68

Details

P/E Ratio

27.96

High:

TAK

282.57

Low:

TBCH

-77.31

Details

PEG Ratio

1.65

High:

GAW.L

5.17

Low:

VNA.DE

Details

Price/Book

7.89

High:

GAW.L

15.54

Low:

DELL

-190.3

Details

Price/Sales

3.87

High:

MSFT

11.22

Low:

CA.PA

0.11

Details

Price/CF

18.15

High:

PRX.NV

60.69

Low:

ALLY

3.11

Details

Price/FCF

63.24

High:

9988.HK

2,771.01

Low:

BBWI

4.68

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
-2.34%	Sep 2026	-	2
-2.08%	Oct 2024	Nov 2024	1
-0.91%	Jul 2021	Aug 2021	1