Portfolio of BalancedPicks on eToro

BalancedPicks

🇮🇹 Stock and ETF Smart Portfolio.

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

Overview

Summary

+2.3%

This Month

-4.81%

Year To Date

-5.3%

2 Years

-5.3%

5 Years

-5.3%

10 Years

-5.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.55%
🧩 Miscellaneous
10.2%
🪙 Cryptocurrencies
8.94%
🖥️ Technology Services
8.73%
💵 Cash
8.72%
🛍️ Retail Trade
7.01%
🍞 Consumer Non Durables
5.58%
💼 Commercial Services
4.65%
💻 Electronic Technology
4.04%
💰 Finance
3.72%
🚗 Consumer Durables
2.97%
🧬 Health Technology
2.81%
🛠️ Producer Manufacturing
2.81%
💇‍♀️ Consumer Services
2.25%
🪨 Non Energy Minerals
1.84%
⛏️ Energy Minerals
0.81%
🏭 Industrial Services
0.8%
📡 Communications
0.74%
📈 Indexes
0.7%
❓ Other
0.68%
🚚 Transportation
0.51%
🧪 Process Industries
0.51%
🏥 Health Services
0.47%
⚡ Utilities
0.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
26.64%
🇺🇸 Nasdaq
17.54%
🇬🇧 LSE
12.47%
🌍 Digital Currency
8.94%
🇭🇰 Hong Kong Exchanges
7.1%
🇫🇷 Euronext Paris
4.65%
🇩🇪 Xetra ETFs
3.49%
🇺🇸 Chicago Board Options Exchange
1.93%
🇩🇪 FRA
1.57%
🇳🇱 Euronext Amsterdam
1.28%
🇮🇹 Borsa Italiana
1.27%
🇩🇰 Copenhagen Stock Exchange
1.23%
🇨🇭 SIX
1.15%
🇪🇸 Bolsa De Madrid
1.02%
🌍 CFD
0.7%
🇧🇪 Euronext Brussels
0.46%
🇸🇪 Stockholm Stock Exchange
0.1%

Countries Breakdown

Country
Total

🇺🇸 United States
22.48%
🇨🇳 China
7.46%
🇫🇷 France
4.65%
🇬🇧 United Kingdom
4.61%
🇩🇪 Germany
1.58%
🇳🇱 Netherlands
1.25%
🇩🇰 Denmark
1.24%
🇮🇹 Italy
1.23%
🇨🇭 Switzerland
1.18%
🇭🇰 Hong Kong
1.05%
🇱🇺 Luxembourg
0.75%
🇨🇴 Colombia
0.75%
🇮🇪 Ireland
0.5%
🇧🇪 Belgium
0.46%
🇪🇸 Spain
0.36%
🇯🇵 Japan
0.29%
🇹🇼 Taiwan
0.18%
🇧🇷 Brazil
0.14%
🇸🇪 Sweden
0.13%
🇮🇱 Israel
0.08%
🇺🇾 Uruguay
0.05%
🇨🇦 Canada
0.03%
🇬🇷 Greece
0.01%

Dividends

Dividend Yield

0.89%

110 out of 253 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.06%	7.18%	$9.06
NOVO-B.CO	0.04%	3.63%	$9.4
MC.PA	0.04%	2.72%	$13
NESN.ZU	0.04%	3.57%	$3
PEP	0.04%	4.24%	$5.15
9988.HK	0.04%	0.91%	$0.98
GIS	0.04%	6.55%	$2.36
ARE	0.03%	6.94%	$5.02
MTU.PA	0.03%	3.81%	-
EC	0.03%	3.93%	$1.62
ARG.PA	0.03%	5.3%	$3.15
VOD.L	0.03%	3.46%	$0.08
0968.HK	0.02%	2.3%	$0.23
ACN	0.02%	4.63%	$4.99
FDM.L	0.02%	8.49%	$0.36
MCD	0.02%	2.78%	$6.53
PG	0.02%	2.9%	$3.83
MSFT	0.02%	0.91%	$3
BAS.DE	0.02%	4.59%	$3.4
WBD.MI	0.02%	3.7%	$0.07
01113.HK	0.02%	3.72%	$2.05
00257.HK	0.02%	5.36%	$0.22
CAP.PA	0.02%	3.77%	$3.4
9618.HK	0.02%	3.3%	$2.97
ALFRE.PA	0.01%	9.69%	-
BABA	0.01%	0.89%	$0.98
IBM	0.01%	3.19%	$6.65
UNH	0.01%	2.05%	$7.74
BX	0.01%	4.04%	$3.36
TM	0.01%	2.97%	$4.64
RACE.MI	0.01%	1.1%	-
EZJ.L	0.01%	2%	$0.05
TITC.BR	0.01%	1.52%	-
ALFPC.PA	0.01%	2.83%	-
TEP.PA	0.01%	8.05%	$3.85
MTS.MC	0.01%	0.9%	$0.44
0916.HK	0.01%	3.2%	$0.24
BAX	0.01%	0.91%	$1.16
1585.HK	0.01%	5.16%	$0.48
BLK	0.01%	2.12%	$20.2
SPY	0.01%	0.99%	-
V	0%	0.73%	$2.01
SPGI	0%	0.9%	$3.62
WMT	0%	0.9%	$0.81
MCO	0%	0.82%	$3.24
0700.HK	0%	1.2%	$3.4
QQQ	0%	0.4%	-
ALUNI.PA	0%	1.07%	-
BBVA.US	0%	3.38%	$0.48
00241.HK	0%	2.03%	-
AVGO	0%	0.67%	$19.7
AAPL	0%	0.32%	$0.97
SAN.MC	0%	1.6%	$0.14
MBG.DE	0%	7.78%	$5.3
RHM.DE	0%	1.13%	$5.7
GOOG	0%	0.24%	$0.2
META	0%	0.33%	$1
BBVA.MC	0%	2.58%	$0.45
SECU-B.ST	0%	3.15%	$3.8
NVDA	0%	0.14%	$0.02
TSM	0%	0.72%	$1.74
AGNC	0%	13.36%	$1.44
JPM	0%	1.74%	$4.4
INVEB.ST	0%	1.4%	$4.8
ABBN.ZU	0%	1.18%	$0.87
ISP.MI	0%	5.84%	$0.3
F	0%	4.22%	$0.78
MA	0%	0.63%	$2.46
FCX	0%	0.96%	$0.6
REP.MC	0%	5.07%	$0.73
3988.HK	0%	4.9%	$0.26
BNP.PA	0%	4.84%	$4.6
EQT	0%	1.3%	$0.62
GSL	0%	5.71%	$1.5
BMY	0%	4.12%	$2.34
RIO	0%	4.41%	$4.34
VALE	0%	6.38%	$1.33
NVO	0%	2.49%	$0.98
CS.PA	0%	5.11%	$1.98
O	0%	4.97%	$3.09
C	0%	1.8%	$2.12
BMNR	0%	0.06%	-
GPRK	0%	2.27%	$0.55
SAP	0%	1.38%	$1.73
MGY	0%	2.51%	$0.49
ASML.NV	0%	0.49%	$6.1
HLNE	0%	2.63%	$1.83
MONC.MI	0%	2.73%	$1.15
GOOGL	0%	0.24%	$0.2
PBR	0%	5.19%	$1.73
VST	0%	0.57%	$0.85
ASML	0%	0.42%	$5.57
IMB.L	0%	5.8%	$1.49
BKNG	0%	0.9%	$17.5
GL	0%	0.66%	$0.93
AXP	0%	1.02%	$2.6
CRM	0%	1%	$0.4
GNC.L	0%	1.05%	-
MU	0%	0.06%	$0.46
VRT	0%	0.07%	$0.06
RACE	0%	1.13%	$2.64
PYPL	0%	0.76%	-
HCC	0%	0.4%	$0.3
ITWN.L	0%	0.01%	-
IBZL.L	0%	0.04%	-
IAPD.L	0%	0.04%	-
ORCL	0%	-1.59%	$-1.6
BSY	0%	-0.9%	$-0.22
ROL	0%	-1.63%	$-0.58
BR	0%	-2.75%	$-3.2

Next Dividends

Stock	Type	Date	Pay Per Share
VOD.L	Pay Day	Jul 30, 2026	$0.03
JPM	Pay Day	Jul 31, 2026	$1.50
GL	Pay Day	Jul 31, 2026	$0.33
IMB.L	Ex-Dividend	Aug 20, 2026	$0.56
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Pay Day	Sep 8, 2026	$0.25
IMB.L	Pay Day	Sep 30, 2026	$0.56
SECU-B.ST	Ex-Dividend	Nov 18, 2026	$0.28
SECU-B.ST	Pay Day	Nov 24, 2026	$0.28

Performance Metrics

Score 1.6/10

Beta

0.97

0.8

1.2

Sharpe Ratio

-0.67

-1

0.5

1.5

Sortino Ratio

-0.94

-1

Jensen's Alpha

-22.48

-23

4.5

Omega Ratio

0.09

1.5

2.5

Treynor Ratio

-1.14

-2

0.75

1.25

Information Ratio

-7.16

-8

0.3

0.6

Calmar Ratio

-0.95

-1

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

-0.67

-1

0.5

1.5

Sortino Ratio

-0.94

-1

Jensen's Alpha

-22.48

-23

4.5

Omega Ratio

0.09

1.5

2.5

Treynor Ratio

-1.14

-2

0.75

1.25

Information Ratio

-7.16

-8

0.3

0.6

Calmar Ratio

-0.95

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.66

High:

EXA.PA

705.58

Low:

-286.09

Details

PEG Ratio

180.11

High:

MANH

3,330.26

Low:

IONQ

-236.75

Details

Price/Book

7.49

High:

RBLX

91.71

Low:

MCD

-151.69

Details

Price/Sales

5.87

High:

USAR

494.61

Low:

IPX

Details

Price/CF

20.37

High:

MSTR

7,511.07

Low:

BBVA.MC

0.87

Details

Price/FCF

48.92

High:

9988.HK

2,771.01

Low:

BBVA.MC

0.91

Details