Portfolio of BELLAMYECONOMIST on eToro

BELLAMYECONOMIST

🇵🇪 Stock and ETF Growth Investor.

2 copiers.

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

Summary

-4.72%

This Month

+6.58%

Year To Date

+26.25%

2 Years

+73.68%

5 Years

+73.68%

10 Years

+12.32%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
34.9%
💻 Electronic Technology
22.62%
🖥️ Technology Services
19.88%
⚡ Utilities
10.47%
🛍️ Retail Trade
5.81%
🍞 Consumer Non Durables
1.07%
💇‍♀️ Consumer Services
0.96%
🏥 Health Services
0.95%
💰 Finance
0.87%
🚗 Consumer Durables
0.73%
🏭 Industrial Services
0.39%
💼 Commercial Services
0.36%
🧬 Health Technology
0.29%
⛏️ Energy Minerals
0.28%
🛠️ Producer Manufacturing
0.22%
📦 Distribution Services
0.21%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
83.24%
🇺🇸 NYSE
15.82%
🇫🇷 Euronext Paris
0.78%
🇩🇰 Copenhagen Stock Exchange
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
57.82%
🇮🇱 Israel
5.45%
🇫🇷 France
0.78%
🇺🇾 Uruguay
0.59%
🇩🇰 Denmark
0.29%
🇨🇦 Canada
0.16%

Dividends

Dividend Yield

0.4%

25 out of 39 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $NOVO-B.CO (4.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QQQ	0.13%	0.38%	-
VST	0.06%	0.6%	$0.85
AVGO	0.04%	0.62%	$19.7
GOOG	0.03%	0.23%	$0.2
NVDA	0.02%	0.13%	$0.02
CASY	0.01%	0.3%	$1.79
APO	0.01%	1.66%	$1.75
CDI.PA	0.01%	3.18%	$13
MC.PA	0.01%	2.69%	$13
CAP.PA	0.01%	3.27%	$3.4
BKNG	0.01%	0.97%	$17.5
UNH	0.01%	2.25%	$7.74
NOVO-B.CO	0.01%	4.12%	$9.4
META	0.01%	0.34%	$1
BAH	0.01%	2.85%	$1.96
ELV	0.01%	1.7%	$6.22
RSG	0%	1.22%	$2.14
DHI	0%	1.2%	$1.15
NVO	0%	2.81%	$0.98
TNET	0%	2.41%	$0.25
ATKR	0%	1.55%	$0.64
MSFT	0%	0.83%	$3
TOL	0%	0.72%	$0.86
BCC	0%	1.29%	$0.8
KKR	0%	0.82%	$0.67

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
ELV	Ex-Dividend	Jun 10, 2026	$1.72
BAH	Ex-Dividend	Jun 10, 2026	$0.59
MSFT	Pay Day	Jun 11, 2026	$0.91
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
BCC	Pay Day	Jun 17, 2026	$0.22
VST	Ex-Dividend	Jun 22, 2026	$0.23
META	Pay Day	Jun 25, 2026	$0.53
ELV	Pay Day	Jun 25, 2026	$1.72
NVDA	Pay Day	Jun 26, 2026	$0.25
BAH	Pay Day	Jun 26, 2026	$0.59
BKNG	Pay Day	Jun 30, 2026	$0.42
VST	Pay Day	Jun 30, 2026	$0.23
RSG	Ex-Dividend	Jul 2, 2026	$0.63
RSG	Pay Day	Jul 15, 2026	$0.63

Performance Metrics

Score 4.4/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.73

0.75

1.25

Information Ratio

0.12

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.73

0.75

1.25

Information Ratio

0.12

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.48

High:

AXON

205.43

Low:

AMR

-71.61

Details

PEG Ratio

89.89

High:

SMCI

1,274.14

Low:

NVDA

30.57

Details

Price/Book

15.23

High:

176.56

Low:

AZO

-18.12

Details

Price/Sales

14.49

High:

AVGO

27.07

Low:

CNC

0.16

Details

Price/CF

28.84

High:

AXON

227.41

Low:

CNC

2.04

Details

Price/FCF

54.91

High:

AXON

1,795.64

Low:

CNC

2.28

Details

P/E Ratio

32.48

High:

AXON

205.43

Low:

AMR

-71.61

Details

PEG Ratio

89.89

High:

SMCI

1,274.14

Low:

NVDA

30.57

Details

Worst Drawdowns

Depth	Start	End	Total months
-41.83%	Dec 2021	Dec 2023	24
-15.37%	Dec 2024	Jun 2025	6
-10.18%	Nov 2025	Apr 2026	5
-4.72%	Jun 2026	-	1
-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

Monthly Performance

Portfolio of BELLAMYECONOMIST on eToro

BELLAMYECONOMIST

🇵🇪 Stock and ETF Growth Investor.

2 copiers.

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

Summary

-4.72%

This Month

+6.58%

Year To Date

+26.25%

2 Years

+73.68%

5 Years

+73.68%

10 Years

+12.32%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
34.9%
💻 Electronic Technology
22.62%
🖥️ Technology Services
19.88%
⚡ Utilities
10.47%
🛍️ Retail Trade
5.81%
🍞 Consumer Non Durables
1.07%
💇‍♀️ Consumer Services
0.96%
🏥 Health Services
0.95%
💰 Finance
0.87%
🚗 Consumer Durables
0.73%
🏭 Industrial Services
0.39%
💼 Commercial Services
0.36%
🧬 Health Technology
0.29%
⛏️ Energy Minerals
0.28%
🛠️ Producer Manufacturing
0.22%
📦 Distribution Services
0.21%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
83.24%
🇺🇸 NYSE
15.82%
🇫🇷 Euronext Paris
0.78%
🇩🇰 Copenhagen Stock Exchange
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
57.82%
🇮🇱 Israel
5.45%
🇫🇷 France
0.78%
🇺🇾 Uruguay
0.59%
🇩🇰 Denmark
0.29%
🇨🇦 Canada
0.16%

Dividends

Dividend Yield

0.4%

25 out of 39 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $NOVO-B.CO (4.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QQQ	0.13%	0.38%	-
VST	0.06%	0.6%	$0.85
AVGO	0.04%	0.62%	$19.7
GOOG	0.03%	0.23%	$0.2
NVDA	0.02%	0.13%	$0.02
CASY	0.01%	0.3%	$1.79
APO	0.01%	1.66%	$1.75
CDI.PA	0.01%	3.18%	$13
MC.PA	0.01%	2.69%	$13
CAP.PA	0.01%	3.27%	$3.4
BKNG	0.01%	0.97%	$17.5
UNH	0.01%	2.25%	$7.74
NOVO-B.CO	0.01%	4.12%	$9.4
META	0.01%	0.34%	$1
BAH	0.01%	2.85%	$1.96
ELV	0.01%	1.7%	$6.22
RSG	0%	1.22%	$2.14
DHI	0%	1.2%	$1.15
NVO	0%	2.81%	$0.98
TNET	0%	2.41%	$0.25
ATKR	0%	1.55%	$0.64
MSFT	0%	0.83%	$3
TOL	0%	0.72%	$0.86
BCC	0%	1.29%	$0.8
KKR	0%	0.82%	$0.67

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
ELV	Ex-Dividend	Jun 10, 2026	$1.72
BAH	Ex-Dividend	Jun 10, 2026	$0.59
MSFT	Pay Day	Jun 11, 2026	$0.91
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
BCC	Pay Day	Jun 17, 2026	$0.22
VST	Ex-Dividend	Jun 22, 2026	$0.23
META	Pay Day	Jun 25, 2026	$0.53
ELV	Pay Day	Jun 25, 2026	$1.72
NVDA	Pay Day	Jun 26, 2026	$0.25
BAH	Pay Day	Jun 26, 2026	$0.59
BKNG	Pay Day	Jun 30, 2026	$0.42
VST	Pay Day	Jun 30, 2026	$0.23
RSG	Ex-Dividend	Jul 2, 2026	$0.63
RSG	Pay Day	Jul 15, 2026	$0.63

Performance Metrics

Score 4.4/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.73

0.75

1.25

Information Ratio

0.12

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.73

0.75

1.25

Information Ratio

0.12

0.3

0.6

Calmar Ratio

15.23

High:

176.56

Low:

AZO

-18.12

Details

Price/Sales

14.49

High:

AVGO

27.07

Low:

CNC

0.16

Details

Price/CF

28.84

High:

AXON

227.41

Low:

CNC

2.04

Details

Price/FCF

54.91

High:

AXON

1,795.64

Low:

CNC

2.28

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-41.83%	Dec 2021	Dec 2023	24
-15.37%	Dec 2024	Jun 2025	6
-10.18%	Nov 2025	Apr 2026	5
-4.72%	Jun 2026	-	1
-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