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

-3.07%

This Month

+2.27%

Year To Date

+26.77%

2 Years

+36.6%

5 Years

+135.18%

10 Years

+14.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
14.73%
💰 Finance
13.76%
🍞 Consumer Non Durables
9.55%
📊 ETFs
8.7%
🧬 Health Technology
7.94%
🪨 Non Energy Minerals
7.86%
🏭 Industrial Services
7.07%
🛍️ Retail Trade
6.13%
🚗 Consumer Durables
6.07%
🖥️ Technology Services
5.49%
🚚 Transportation
3.33%
💇‍♀️ Consumer Services
3.28%
⚡ Utilities
2.77%
💻 Electronic Technology
1.86%
💼 Commercial Services
1.71%
🛠️ Producer Manufacturing
0.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.28%
🇫🇷 Euronext Paris
11.52%
🇺🇸 Nasdaq
8.74%
🇬🇧 LSE
5.12%
🇳🇴 Oslo Stock Exchange
4.66%
🇭🇰 Hong Kong Exchanges
1.61%
🇩🇪 FRA
1.06%
🇳🇱 Euronext Amsterdam
0.55%
🇺🇸 Chicago Board Options Exchange
0.28%

Countries Breakdown

Country
Total

🇺🇸 United States
46.14%
🇫🇷 France
11.52%
🇬🇧 United Kingdom
5.12%
🇳🇴 Norway
4.66%
🇱🇺 Luxembourg
2.05%
🇨🇳 China
1.61%
🇯🇵 Japan
1.48%
🇲🇽 Mexico
1.16%
🇩🇪 Germany
1.06%
🇳🇱 Netherlands
0.55%

Dividends

Dividend Yield

2.23%

30 out of 38 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TX (6.47%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.38%	6%	$1.98
NHY.OL	0.15%	3.28%	$2.5
GAW.L	0.14%	2.8%	$5.5
CA.PA	0.14%	5.98%	$0.87
ABBV	0.14%	2.88%	$6.06
TX	0.13%	6.47%	$3.3
KO	0.12%	2.64%	$1.89
VIE.PA	0.12%	4.44%	$1.25
TSN	0.11%	3.24%	$1.96
O	0.09%	4.92%	$3.09
GIS	0.08%	5.6%	$2.36
WM	0.08%	1.4%	$2.9
MCD	0.07%	2.2%	$6.53
CVS	0.06%	3.32%	$2.54
ALLY	0.05%	2.97%	$1.2
FDX	0.05%	1.52%	$5.16
VNA.DE	0.05%	4.62%	$0.9
TAK	0.05%	3.28%	$0.56
ABM	0.04%	2.46%	$0.9
STAG	0.03%	3.81%	$1.47
DELL	0.03%	1.5%	$1.63
BBWI	0.02%	3.48%	$0.8
RSG	0.02%	1.07%	$2.14
MSFT	0.02%	0.86%	$3
9988.HK	0.01%	0.81%	$0.98
CX	0.01%	0.74%	-
GOOG	0.01%	0.28%	$0.2
TMO	0.01%	0.35%	$1.48
0968.HK	0%	1.51%	$0.23
PRX.NV	0%	0.48%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.6/10

Beta

0.56

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

5.09

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Beta

0.56

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

5.09

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.16

High:

TSN

110.04

Low:

BBWI

7.07

Details

PEG Ratio

239.01

High:

GIS

2,278.45

Low:

2.24

Details

Price/Book

6.94

High:

GAW.L

17.91

Low:

MCD

-131.7

Details

Price/Sales

4.06

High:

PRX.NV

15.13

Low:

CA.PA

0.13

Details

Price/CF

18.83

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

49.01

High:

9988.HK

2,771.01

Low:

CS.PA

5.84

Details

P/E Ratio

27.16

High:

TSN

110.04

Low:

BBWI

7.07

Details

PEG Ratio

239.01

High:

GIS

2,278.45

Low:

2.24

Details

Price/Book

6.94

High:

GAW.L

17.91

Low:

MCD

-131.7

Details

Price/Sales

4.06

High:

PRX.NV

15.13

Low:

CA.PA

0.13

Details

Price/CF

18.83

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

49.01

High:

9988.HK

2,771.01

Low:

CS.PA

5.84

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
-3.07%	Mar 2026	-	1
-2.08%	Oct 2024	Nov 2024	1
-0.91%	Jul 2021	Aug 2021	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

-3.07%

This Month

+2.27%

Year To Date

+26.77%

2 Years

+36.6%

5 Years

+135.18%

10 Years

+14.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
14.73%
💰 Finance
13.76%
🍞 Consumer Non Durables
9.55%
📊 ETFs
8.7%
🧬 Health Technology
7.94%
🪨 Non Energy Minerals
7.86%
🏭 Industrial Services
7.07%
🛍️ Retail Trade
6.13%
🚗 Consumer Durables
6.07%
🖥️ Technology Services
5.49%
🚚 Transportation
3.33%
💇‍♀️ Consumer Services
3.28%
⚡ Utilities
2.77%
💻 Electronic Technology
1.86%
💼 Commercial Services
1.71%
🛠️ Producer Manufacturing
0.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.28%
🇫🇷 Euronext Paris
11.52%
🇺🇸 Nasdaq
8.74%
🇬🇧 LSE
5.12%
🇳🇴 Oslo Stock Exchange
4.66%
🇭🇰 Hong Kong Exchanges
1.61%
🇩🇪 FRA
1.06%
🇳🇱 Euronext Amsterdam
0.55%
🇺🇸 Chicago Board Options Exchange
0.28%

Countries Breakdown

Country
Total

🇺🇸 United States
46.14%
🇫🇷 France
11.52%
🇬🇧 United Kingdom
5.12%
🇳🇴 Norway
4.66%
🇱🇺 Luxembourg
2.05%
🇨🇳 China
1.61%
🇯🇵 Japan
1.48%
🇲🇽 Mexico
1.16%
🇩🇪 Germany
1.06%
🇳🇱 Netherlands
0.55%

Dividends

Dividend Yield

2.23%

30 out of 38 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TX (6.47%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.38%	6%	$1.98
NHY.OL	0.15%	3.28%	$2.5
GAW.L	0.14%	2.8%	$5.5
CA.PA	0.14%	5.98%	$0.87
ABBV	0.14%	2.88%	$6.06
TX	0.13%	6.47%	$3.3
KO	0.12%	2.64%	$1.89
VIE.PA	0.12%	4.44%	$1.25
TSN	0.11%	3.24%	$1.96
O	0.09%	4.92%	$3.09
GIS	0.08%	5.6%	$2.36
WM	0.08%	1.4%	$2.9
MCD	0.07%	2.2%	$6.53
CVS	0.06%	3.32%	$2.54
ALLY	0.05%	2.97%	$1.2
FDX	0.05%	1.52%	$5.16
VNA.DE	0.05%	4.62%	$0.9
TAK	0.05%	3.28%	$0.56
ABM	0.04%	2.46%	$0.9
STAG	0.03%	3.81%	$1.47
DELL	0.03%	1.5%	$1.63
BBWI	0.02%	3.48%	$0.8
RSG	0.02%	1.07%	$2.14
MSFT	0.02%	0.86%	$3
9988.HK	0.01%	0.81%	$0.98
CX	0.01%	0.74%	-
GOOG	0.01%	0.28%	$0.2
TMO	0.01%	0.35%	$1.48
0968.HK	0%	1.51%	$0.23
PRX.NV	0%	0.48%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.6/10

Beta

0.56

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

5.09

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Beta

0.56

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

5.09

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.16

High:

TSN

110.04

Low:

BBWI

7.07

Details

PEG Ratio

239.01

High:

GIS

2,278.45

Low:

2.24

Details

Price/Book

6.94

High:

GAW.L

17.91

Low:

MCD

-131.7

Details

Price/Sales

4.06

High:

PRX.NV

15.13

Low:

CA.PA

0.13

Details

Price/CF

18.83

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

49.01

High:

9988.HK

2,771.01

Low:

CS.PA

5.84

Details

P/E Ratio

27.16

High:

TSN

110.04

Low:

BBWI

7.07

Details

PEG Ratio

239.01

High:

GIS

2,278.45

Low:

2.24

Details

Price/Book

6.94

High:

GAW.L

17.91

Low:

MCD

-131.7

Details

Price/Sales

4.06

High:

PRX.NV

15.13

Low:

CA.PA

0.13

Details

Price/CF

18.83

High:

PRX.NV

75.2

Low:

CA.PA

2.83

Details

Price/FCF

49.01

High:

9988.HK

2,771.01

Low:

CS.PA

5.84

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
-3.07%	Mar 2026	-	1
-2.08%	Oct 2024	Nov 2024	1
-0.91%	Jul 2021	Aug 2021	1