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

+12.94%

This Month

+4.8%

Year To Date

+30.37%

2 Years

+70.77%

5 Years

+70.77%

10 Years

+12.38%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.05%
🖥️ Technology Services
23.15%
🧩 Miscellaneous
22.85%
⚡ Utilities
12.04%
🛍️ Retail Trade
7.47%
💰 Finance
3.14%
🍞 Consumer Non Durables
1.32%
🚗 Consumer Durables
1.25%
💇‍♀️ Consumer Services
1.23%
🏥 Health Services
0.79%
🧬 Health Technology
0.78%
🚚 Transportation
0.43%
🏭 Industrial Services
0.42%
💼 Commercial Services
0.37%
📦 Distribution Services
0.27%
⛏️ Energy Minerals
0.27%
🛠️ Producer Manufacturing
0.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
66.14%
🇺🇸 NYSE
32.78%
🇫🇷 Euronext Paris
0.92%
🇩🇰 Copenhagen Stock Exchange
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
68.5%
🇮🇱 Israel
5.63%
🇫🇷 France
0.92%
🇺🇾 Uruguay
0.72%
🇨🇦 Canada
0.66%
🇳🇱 Netherlands
0.42%
🇩🇰 Denmark
0.3%

Dividends

Dividend Yield

0.51%

34 out of 51 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $NOVO-B.CO (4.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.12%	1.04%	-
VST	0.07%	0.56%	$0.85
QQQ	0.05%	0.43%	-
AVGO	0.05%	0.62%	$19.7
GOOG	0.04%	0.25%	$0.2
CASY	0.01%	0.3%	$1.79
MRK	0.01%	2.84%	$3.04
IRM	0.01%	2.74%	$2.6
APO	0.01%	1.62%	$1.75
CNI	0.01%	2.35%	$2.42
CDI.PA	0.01%	3.09%	$13
QCOM	0.01%	2.55%	$3.25
MC.PA	0.01%	2.66%	$13
CAP.PA	0.01%	3.12%	$3.4
NXPI	0.01%	1.84%	$4.06
BKNG	0.01%	0.82%	$17.5
UNH	0.01%	2.72%	$7.74
NOVO-B.CO	0.01%	4.54%	$9.4
META	0.01%	0.31%	$1
ELV	0.01%	2.14%	$6.22
BAH	0.01%	2.78%	$1.96
RSG	0%	1.18%	$2.14
MSI	0%	1.03%	$3.82
NVO	0%	3.04%	$0.98
DHI	0%	1.11%	$1.15
TNET	0%	2.78%	$0.25
ATKR	0%	1.92%	$0.64
MSFT	0%	0.85%	$3
V	0%	0.8%	$2.01
TOL	0%	0.68%	$0.86
BCC	0%	1.04%	$0.8
NVDA	0%	0.02%	$0.02
KKR	0%	0.71%	$0.67
AAPL	0%	0.38%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
TOL	Pay Day	Apr 24, 2026	$0.26
TNET	Pay Day	Apr 27, 2026	$0.29
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
CDI.PA	Ex-Dividend	Apr 28, 2026	$9.76
MC.PA	Pay Day	Apr 30, 2026	$8.60
CDI.PA	Pay Day	Apr 30, 2026	$9.76
CASY	Ex-Dividend	May 1, 2026	$0.57
CASY	Pay Day	May 15, 2026	$0.57
MSFT	Ex-Dividend	May 21, 2026	$0.91
CAP.PA	Ex-Dividend	Jun 2, 2026	$4.03
CAP.PA	Pay Day	Jun 4, 2026	$4.03
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
MSFT	Pay Day	Jun 11, 2026	$0.91
QCOM	Pay Day	Jun 25, 2026	$0.92

Performance Metrics

Score 3.9/10

Beta

1.21

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-0.62

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

1.21

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-0.62

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

37.16

High:

TSLA

364.78

Low:

ATKR

-49.64

Details

PEG Ratio

151.77

High:

BAH

3,601.07

Low:

AVGO

53.51

Details

Price/Book

High:

AAPL

45.05

Low:

IRM

-35.6

Details

Price/Sales

12.83

High:

AVGO

28.61

Low:

CNC

0.1

Details

Price/CF

30.73

High:

AXON

222.56

Low:

CNC

3.98

Details

Price/FCF

59.46

High:

AXON

626.45

Low:

CNC

4.68

Details

P/E Ratio

37.16

High:

TSLA

364.78

Low:

ATKR

-49.64

Details

PEG Ratio

151.77

High:

BAH

3,601.07

Low:

AVGO

53.51

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
-4.25%	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.

3 copiers.

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

Summary

+12.94%

This Month

+4.8%

Year To Date

+30.37%

2 Years

+70.77%

5 Years

+70.77%

10 Years

+12.38%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.05%
🖥️ Technology Services
23.15%
🧩 Miscellaneous
22.85%
⚡ Utilities
12.04%
🛍️ Retail Trade
7.47%
💰 Finance
3.14%
🍞 Consumer Non Durables
1.32%
🚗 Consumer Durables
1.25%
💇‍♀️ Consumer Services
1.23%
🏥 Health Services
0.79%
🧬 Health Technology
0.78%
🚚 Transportation
0.43%
🏭 Industrial Services
0.42%
💼 Commercial Services
0.37%
📦 Distribution Services
0.27%
⛏️ Energy Minerals
0.27%
🛠️ Producer Manufacturing
0.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
66.14%
🇺🇸 NYSE
32.78%
🇫🇷 Euronext Paris
0.92%
🇩🇰 Copenhagen Stock Exchange
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
68.5%
🇮🇱 Israel
5.63%
🇫🇷 France
0.92%
🇺🇾 Uruguay
0.72%
🇨🇦 Canada
0.66%
🇳🇱 Netherlands
0.42%
🇩🇰 Denmark
0.3%

Dividends

Dividend Yield

0.51%

34 out of 51 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $NOVO-B.CO (4.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.12%	1.04%	-
VST	0.07%	0.56%	$0.85
QQQ	0.05%	0.43%	-
AVGO	0.05%	0.62%	$19.7
GOOG	0.04%	0.25%	$0.2
CASY	0.01%	0.3%	$1.79
MRK	0.01%	2.84%	$3.04
IRM	0.01%	2.74%	$2.6
APO	0.01%	1.62%	$1.75
CNI	0.01%	2.35%	$2.42
CDI.PA	0.01%	3.09%	$13
QCOM	0.01%	2.55%	$3.25
MC.PA	0.01%	2.66%	$13
CAP.PA	0.01%	3.12%	$3.4
NXPI	0.01%	1.84%	$4.06
BKNG	0.01%	0.82%	$17.5
UNH	0.01%	2.72%	$7.74
NOVO-B.CO	0.01%	4.54%	$9.4
META	0.01%	0.31%	$1
ELV	0.01%	2.14%	$6.22
BAH	0.01%	2.78%	$1.96
RSG	0%	1.18%	$2.14
MSI	0%	1.03%	$3.82
NVO	0%	3.04%	$0.98
DHI	0%	1.11%	$1.15
TNET	0%	2.78%	$0.25
ATKR	0%	1.92%	$0.64
MSFT	0%	0.85%	$3
V	0%	0.8%	$2.01
TOL	0%	0.68%	$0.86
BCC	0%	1.04%	$0.8
NVDA	0%	0.02%	$0.02
KKR	0%	0.71%	$0.67
AAPL	0%	0.38%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
TOL	Pay Day	Apr 24, 2026	$0.26
TNET	Pay Day	Apr 27, 2026	$0.29
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
CDI.PA	Ex-Dividend	Apr 28, 2026	$9.76
MC.PA	Pay Day	Apr 30, 2026	$8.60
CDI.PA	Pay Day	Apr 30, 2026	$9.76
CASY	Ex-Dividend	May 1, 2026	$0.57
CASY	Pay Day	May 15, 2026	$0.57
MSFT	Ex-Dividend	May 21, 2026	$0.91
CAP.PA	Ex-Dividend	Jun 2, 2026	$4.03
CAP.PA	Pay Day	Jun 4, 2026	$4.03
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
MSFT	Pay Day	Jun 11, 2026	$0.91
QCOM	Pay Day	Jun 25, 2026	$0.92

Performance Metrics

Score 3.9/10

Beta

1.21

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-0.62

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

1.21

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-0.62

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

High:

AAPL

45.05

Low:

IRM

-35.6

Details

Price/Sales

12.83

High:

AVGO

28.61

Low:

CNC

0.1

Details

Price/CF

30.73

High:

AXON

222.56

Low:

CNC

3.98

Details

Price/FCF

59.46

High:

AXON

626.45

Low:

CNC

4.68

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
-4.25%	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