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

+0.53%

This Month

+13.47%

Year To Date

+68.15%

2 Years

+64.75%

5 Years

+64.75%

10 Years

+13.01%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
30.14%
📊 ETFs
19.61%
⚡ Utilities
15.96%
🖥️ Technology Services
11.68%
🛍️ Retail Trade
5.4%
💰 Finance
3.4%
🍞 Consumer Non Durables
1.71%
🛠️ Producer Manufacturing
1.68%
🧬 Health Technology
1.63%
🏭 Industrial Services
1.45%
💇‍♀️ Consumer Services
1.41%
🚗 Consumer Durables
1.35%
📦 Distribution Services
1.29%
⛏️ Energy Minerals
1.14%
🏥 Health Services
0.87%
💼 Commercial Services
0.53%
🚚 Transportation
0.39%
🪨 Non Energy Minerals
0.35%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
57.41%
🇺🇸 NYSE
40.3%
🇫🇷 Euronext Paris
1.14%
🇳🇱 Euronext Amsterdam
0.92%
🇩🇰 Copenhagen Stock Exchange
0.22%

Countries Breakdown

Country
Total

🇺🇸 United States
69.59%
🇮🇱 Israel
5.95%
🇳🇱 Netherlands
1.36%
🇫🇷 France
1.14%
🇨🇦 Canada
1.09%
🇺🇾 Uruguay
0.83%
🇩🇰 Denmark
0.43%

Dividends

Dividend Yield

0.43%

42 out of 65 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $CNQ (5.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AVGO	0.09%	0.68%	$19.7
VST	0.07%	0.46%	$0.85
CNQ	0.03%	5.68%	$1.48
MRK	0.01%	3.75%	$3.04
IRM	0.01%	2.91%	$2.6
GOOG	0.01%	0.32%	$0.2
APO	0.01%	1.55%	$1.75
CNI	0.01%	2.71%	$2.42
CASY	0.01%	0.38%	$1.79
QCOM	0.01%	2.09%	$3.25
CDI.PA	0.01%	2.28%	$13
MPC	0.01%	1.95%	$3.23
MC.PA	0.01%	2.12%	$13
CAP.PA	0.01%	2.75%	$3.4
NXPI	0.01%	1.84%	$4.06
BKNG.RTH.	0.01%	0.73%	$17.5
UNH	0.01%	2.37%	$7.74
NOVO-B.CO	0.01%	3.25%	$9.4
BESI.NV	0.01%	1.51%	$2.15
ELV	0.01%	1.91%	$6.22
BAH	0.01%	2.14%	$1.96
NUE	0.01%	1.63%	$2.13
RSG	0.01%	1.08%	$2.14
MSI	0%	0.98%	$3.82
NVO	0%	2.2%	$0.98
AMAT.RTH.	0%	0.78%	$1.44
DHI	0%	1.04%	$1.15
TNET	0%	1.75%	$0.25
ATKR	0%	1.97%	$0.64
GWW	0%	0.89%	$7.63
MSFT	0%	0.66%	$3
V	0%	0.69%	$2.01
LLY	0%	0.72%	$4.86
TOL	0%	0.72%	$0.86
BCC	0%	1.2%	$0.8
NVDA	0%	0.02%	$0.02
COST	0%	0.54%	$19.22
ASM.NV	0%	0.55%	$2.75
MCK	0%	0.37%	$2.48
KKR	0%	0.6%	$0.67
AAPL	0%	0.39%	$0.97
META	0%	0.35%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
TOL	Pay Day	Oct 24, 2025	$0.25
TNET	Pay Day	Oct 27, 2025	$0.28
COST	Ex-Dividend	Oct 31, 2025	$1.30
CASY	Ex-Dividend	Oct 31, 2025	$0.57
NUE	Pay Day	Nov 10, 2025	$0.55
COST	Pay Day	Nov 14, 2025	$1.30
CASY	Pay Day	Nov 14, 2025	$0.57
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
AMAT.RTH.	Ex-Dividend	Nov 20, 2025	$0.46
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
CDI.PA	Ex-Dividend	Dec 2, 2025	$7.07
MC.PA	Pay Day	Dec 4, 2025	$6.47
CDI.PA	Pay Day	Dec 4, 2025	$7.07
MSFT	Pay Day	Dec 11, 2025	$0.91
AMAT.RTH.	Pay Day	Dec 11, 2025	$0.46

Performance Metrics

Score 4.8/10

Beta

1.21

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

0.75

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

0.76

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

1.21

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

0.75

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

0.76

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

47.58

High:

IRM

761.69

Low:

AMR

-53.78

Details

PEG Ratio

919.11

High:

BESI.NV

64,325.9

Low:

VST

8.22

Details

Price/Book

19.14

High:

AAPL

56.94

Low:

MCK

-49.95

Details

Price/Sales

14.66

High:

AVGO

28.33

Low:

CNC

0.1

Details

Price/CF

38.81

High:

AXON.RTH.

246.55

Low:

CDI.PA

3.92

Details

Price/FCF

60.5

High:

NUE

5,649.81

Low:

CDI.PA

5.95

Details