Portfolio of Berleon101 on eToro

Berleon101

🇮🇱 Stock Growth Investor.

13 copiers.

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

Summary

-0.73%

This Month

+20.7%

Year To Date

+117.53%

2 Years

+173.06%

5 Years

+290.18%

10 Years

+21.47%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
56.7%
🖥️ Technology Services
25.21%
📊 ETFs
7.1%
🛍️ Retail Trade
5.57%
🚚 Transportation
1.9%
🚗 Consumer Durables
1.25%
💇‍♀️ Consumer Services
1.21%
🍞 Consumer Non Durables
0.96%
💵 Cash
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
86.25%
🇺🇸 NYSE
12.65%
🇫🇷 Euronext Paris
0.99%

Countries Breakdown

Country
Total

🇺🇸 United States
90.48%
🇯🇵 Japan
1.25%
🇳🇱 Netherlands
0.99%
🇮🇱 Israel
0.07%

Dividends

Dividend Yield

0.24%

12 out of 19 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $PLTK (10.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QQQ	0.04%	0.51%	-
AAPL	0.03%	0.43%	$0.97
GOOG	0.03%	0.35%	$0.2
MSFT	0.03%	0.67%	$3
KO	0.03%	2.97%	$1.89
MCD	0.03%	2.25%	$6.53
DAL	0.01%	1.04%	$0.3
AIR.PA	0.01%	1.09%	$1.8
NVDA	0.01%	0.02%	$0.02
PLTK	0.01%	10.75%	$0.2
NTDOY	0.01%	0.61%	$0.24
CRM	0%	0.66%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
MCD	Pay Day	Sep 16, 2025	$1.77
CRM	Ex-Dividend	Sep 17, 2025	$0.42
PLTK	Ex-Dividend	Sep 26, 2025	$0.10
KO	Pay Day	Oct 1, 2025	$0.51
NVDA	Pay Day	Oct 2, 2025	$0.01
CRM	Pay Day	Oct 9, 2025	$0.42
PLTK	Pay Day	Oct 10, 2025	$0.10

Performance Metrics

Score 6.7/10

Beta

1.25

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.25

Jensen's Alpha

5.71

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

1.26

0.75

1.25

Information Ratio

0.58

0.3

0.6

Calmar Ratio

0.51

0.3

0.6

Beta

1.25

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.25

Jensen's Alpha

5.71

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

1.26

0.75

1.25

Information Ratio

0.58

0.3

0.6

Calmar Ratio

0.51

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

41.08

High:

PANW

121.53

Low:

NET

-633.47

Details

PEG Ratio

2,473.52

High:

AAPL

24,772.26

Low:

AAL

3.02

Details

Price/Book

21.6

High:

NET

60.26

Low:

MCD

-81.28

Details

Price/Sales

13.56

High:

NET

39.6

Low:

AAL

0.16

Details

Price/CF

36.27

High:

233.26

Low:

AAL

1.81

Details

Price/FCF

55.81

High:

NET

384.39

Low:

AAL

4.74

Details