Portfolio of BELLAMYECONOMIST on eToro

BELLAMYECONOMIST

🇵🇪 Stock and ETF Growth Investor.

3 copiers.

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

Summary

-0.32%

This Month

+14.72%

Year To Date

+44.63%

2 Years

+66.57%

5 Years

+66.57%

10 Years

+12.76%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.54%
📊 ETFs
22.44%
🖥️ Technology Services
20.84%
⚡ Utilities
13.29%
🛍️ Retail Trade
5.72%
💰 Finance
3.3%
🍞 Consumer Non Durables
1.53%
🚗 Consumer Durables
1.34%
💇‍♀️ Consumer Services
1.29%
🧬 Health Technology
1.25%
🛠️ Producer Manufacturing
1.03%
🏭 Industrial Services
0.9%
🏥 Health Services
0.83%
⛏️ Energy Minerals
0.76%
📦 Distribution Services
0.66%
💼 Commercial Services
0.47%
🪨 Non Energy Minerals
0.42%
🚚 Transportation
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.44%
🇺🇸 NYSE
36.35%
🇫🇷 Euronext Paris
1.18%
🇳🇱 Euronext Amsterdam
0.85%
🇩🇰 Copenhagen Stock Exchange
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
66.18%
🇮🇱 Israel
6.55%
🇳🇱 Netherlands
1.29%
🇫🇷 France
1.18%
🇨🇦 Canada
1.15%
🇺🇾 Uruguay
0.85%
🇩🇰 Denmark
0.36%

Dividends

Dividend Yield

0.38%

38 out of 60 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $CNQ (4.91%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VST	0.07%	0.51%	$0.85
AVGO	0.05%	0.62%	$19.7
GOOG	0.03%	0.26%	$0.2
CNQ	0.02%	4.91%	$1.48
MRK	0.01%	3.25%	$3.04
IRM	0.01%	3.81%	$2.6
APO	0.01%	1.48%	$1.75
CNI	0.01%	2.6%	$2.42
CASY	0.01%	0.38%	$1.79
QCOM	0.01%	2.03%	$3.25
CDI.PA	0.01%	2.31%	$13
MC.PA	0.01%	2.05%	$13
CAP.PA	0.01%	2.38%	$3.4
NXPI	0.01%	1.8%	$4.06
BKNG	0.01%	0.76%	$17.5
UNH	0.01%	2.65%	$7.74
NOVO-B.CO	0.01%	3.81%	$9.4
BESI.NV	0.01%	1.59%	$2.15
META	0.01%	0.31%	$1
ELV	0.01%	2.07%	$6.22
BAH	0.01%	2.51%	$1.96
NUE	0.01%	1.36%	$2.13
RSG	0%	1.13%	$2.14
MSI	0%	1.2%	$3.82
NVO	0%	2.57%	$0.98
DHI	0%	1.03%	$1.15
TNET	0%	1.86%	$0.25
GWW	0%	0.91%	$7.63
ATKR	0%	2.03%	$0.64
MSFT	0%	0.73%	$3
V	0%	0.75%	$2.01
TOL	0%	0.7%	$0.86
BCC	0%	1.16%	$0.8
NVDA	0%	0.02%	$0.02
COST	0%	0.57%	$19.22
ASM.NV	0%	0.59%	$2.75
KKR	0%	0.58%	$0.67
AAPL	0%	0.37%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91

Performance Metrics

Score 4.7/10

Beta

1.21

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

0.37

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

1.21

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

0.37

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.38

High:

TSLA

298.5

Low:

ATKR

-126.08

Details

PEG Ratio

151.64

High:

1,180.28

Low:

MRK

23.32

Details

Price/Book

14.71

High:

AAPL

56.93

Low:

BKNG

-34.43

Details

Price/Sales

12.6

High:

AVGO

30.87

Low:

CNC

0.1

Details

Price/CF

30.81

High:

AXON

230.38

Low:

CDI.PA

3.92

Details

Price/FCF

56.53

High:

NUE

5,649.81

Low:

TNET

4.74

Details

P/E Ratio

39.38

High:

TSLA

298.5

Low:

ATKR

-126.08

Details

Worst Drawdowns

Depth	Start	End	Total months
-41.92%	Dec 2021	Dec 2023	24
-15.37%	Dec 2024	Jun 2025	6
-4.25%	Sep 2021	Oct 2021	1
-3.92%	Apr 2024	Jun 2024	2
-3.87%	Aug 2025	Sep 2025	1
-2.21%	Oct 2024	Nov 2024	1
-0.91%	Nov 2025	-	2

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.54%
📊 ETFs
22.44%
🖥️ Technology Services
20.84%
⚡ Utilities
13.29%
🛍️ Retail Trade
5.72%
💰 Finance
3.3%
🍞 Consumer Non Durables
1.53%
🚗 Consumer Durables
1.34%
💇‍♀️ Consumer Services
1.29%
🧬 Health Technology
1.25%
🛠️ Producer Manufacturing
1.03%
🏭 Industrial Services
0.9%
🏥 Health Services
0.83%
⛏️ Energy Minerals
0.76%
📦 Distribution Services
0.66%
💼 Commercial Services
0.47%
🪨 Non Energy Minerals
0.42%
🚚 Transportation
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.44%
🇺🇸 NYSE
36.35%
🇫🇷 Euronext Paris
1.18%
🇳🇱 Euronext Amsterdam
0.85%
🇩🇰 Copenhagen Stock Exchange
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
66.18%
🇮🇱 Israel
6.55%
🇳🇱 Netherlands
1.29%
🇫🇷 France
1.18%
🇨🇦 Canada
1.15%
🇺🇾 Uruguay
0.85%
🇩🇰 Denmark
0.36%

Dividends

Dividend Yield

0.38%

38 out of 60 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $CNQ (4.91%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VST	0.07%	0.51%	$0.85
AVGO	0.05%	0.62%	$19.7
GOOG	0.03%	0.26%	$0.2
CNQ	0.02%	4.91%	$1.48
MRK	0.01%	3.25%	$3.04
IRM	0.01%	3.81%	$2.6
APO	0.01%	1.48%	$1.75
CNI	0.01%	2.6%	$2.42
CASY	0.01%	0.38%	$1.79
QCOM	0.01%	2.03%	$3.25
CDI.PA	0.01%	2.31%	$13
MC.PA	0.01%	2.05%	$13
CAP.PA	0.01%	2.38%	$3.4
NXPI	0.01%	1.8%	$4.06
BKNG	0.01%	0.76%	$17.5
UNH	0.01%	2.65%	$7.74
NOVO-B.CO	0.01%	3.81%	$9.4
BESI.NV	0.01%	1.59%	$2.15
META	0.01%	0.31%	$1
ELV	0.01%	2.07%	$6.22
BAH	0.01%	2.51%	$1.96
NUE	0.01%	1.36%	$2.13
RSG	0%	1.13%	$2.14
MSI	0%	1.2%	$3.82
NVO	0%	2.57%	$0.98
DHI	0%	1.03%	$1.15
TNET	0%	1.86%	$0.25
GWW	0%	0.91%	$7.63
ATKR	0%	2.03%	$0.64
MSFT	0%	0.73%	$3
V	0%	0.75%	$2.01
TOL	0%	0.7%	$0.86
BCC	0%	1.16%	$0.8
NVDA	0%	0.02%	$0.02
COST	0%	0.57%	$19.22
ASM.NV	0%	0.59%	$2.75
KKR	0%	0.58%	$0.67
AAPL	0%	0.37%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91

Performance Metrics

Score 4.7/10

Beta

1.21

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

0.37

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

1.21

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

0.37

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.38

High:

TSLA

298.5

Low:

ATKR

-126.08

Details

151.64

High:

1,180.28

Low:

MRK

23.32

Details

Price/Book

14.71

High:

AAPL

56.93

Low:

BKNG

-34.43

Details

Price/Sales

12.6

High:

AVGO

30.87

Low:

CNC

0.1

Details

Price/CF

30.81

High:

AXON

230.38

Low:

CDI.PA

3.92

Details

Price/FCF

56.53

High:

NUE

5,649.81

Low:

TNET

4.74

Details

Depth

Start

End

Total months

-41.92%

Dec 2021

Dec 2023

-15.37%

Dec 2024

Jun 2025

-4.25%

Sep 2021

Oct 2021

-3.92%

Apr 2024

Jun 2024

-3.87%

Aug 2025

Sep 2025

-2.21%

Oct 2024

Nov 2024

-0.91%

Nov 2025

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics