Portfolio of AlexR02 on eToro

AlexR02

🇨🇭 Stock Investor.

1 copier.

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

Summary

-0.08%

Today

+11.2%

This Month

+2.59%

Year To Date

+70.9%

2 Years

+104.43%

5 Years

+19.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.46%
💻 Electronic Technology
18.83%
🛍️ Retail Trade
16.84%
🖥️ Technology Services
7.65%
🍞 Consumer Non Durables
6.96%
💼 Commercial Services
6.67%
🪙 Cryptocurrencies
5.97%
🚚 Transportation
4.46%
📈 Indexes
2.49%
💵 Cash
2.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
41.52%
🇺🇸 NYSE
40.05%
🇫🇷 Euronext Paris
6.96%
🌍 Digital Currency
5.97%
🌍 CFD
2.49%
🇬🇧 LSE
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
81.57%
🇫🇷 France
6.96%
🇬🇧 United Kingdom
1.33%

Dividends

Dividend Yield

0.9%

12 out of 18 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $MC.PA (2.62%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GS	0.26%	1.98%	$11
MC.PA	0.18%	2.62%	$13
BLK	0.14%	2.07%	$20.2
JPM	0.11%	1.99%	$4.4
AVGO	0.07%	0.96%	$19.7
WMT	0.04%	0.96%	$0.81
EZJ.L	0.03%	2.18%	$0.05
MSFT	0.03%	0.71%	$3
CRM	0.02%	0.56%	$0.4
SCHW	0.02%	1.17%	$1
COST	0.01%	0.46%	$19.22
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
SCHW	Pay Day	May 23, 2025	$0.27
GS	Ex-Dividend	May 30, 2025	$3.00
BLK	Ex-Dividend	Jun 5, 2025	$5.21
MSFT	Pay Day	Jun 12, 2025	$0.83
BLK	Pay Day	Jun 23, 2025	$5.21
GS	Pay Day	Jun 27, 2025	$3.00
JPM	Ex-Dividend	Jul 3, 2025	$1.40
JPM	Pay Day	Jul 31, 2025	$1.40
WMT	Ex-Dividend	Aug 15, 2025	$0.24
WMT	Pay Day	Sep 2, 2025	$0.24

Performance Metrics

Score 6.2/10

Beta

0.91

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

3.35

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Beta

0.91

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

3.35

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.24

High:

AVGO

111.74

Low:

EZJ.L

9.37

Details

PEG Ratio

114.4

High:

BLK

508.85

Low:

UBER

2.11

Details

Price/Book

8.31

High:

NVDA

41.46

Low:

EZJ.L

1.42

Details

Price/Sales

5.49

High:

NVDA

25.44

Low:

EZJ.L

0.46

Details

Price/CF

24.02

High:

NVDA

54.98

Low:

EZJ.L

2.62

Details

Price/FCF

46.04

High:

BLK

154.27

Low:

3.63

Details