Effective portfolio of GHARBI-NICOLAS on eToro

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GHARBI-NICOLAS

🇫🇷 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+0.33%

Today

+2.4%

This Month

+12.1%

Year To Date

+35.71%

2 Years

+80.33%

5 Years

+13.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
15.52%
💻 Electronic Technology
14.11%
🍞 Consumer Non Durables
10.55%
💰 Finance
9.48%
⛏️ Energy Minerals
8.61%
🧪 Process Industries
5.8%
🛠️ Producer Manufacturing
5%
💇‍♀️ Consumer Services
4.73%
💵 Cash
4.6%
🛍️ Retail Trade
4.17%
🧬 Health Technology
3.75%
📊 ETFs
3.13%
🪙 Cryptocurrencies
2.78%
📡 Communications
2.02%
🚗 Consumer Durables
1.54%
📦 Distribution Services
1.13%
⚡ Utilities
1.13%
🪨 Non Energy Minerals
1.11%
🏭 Industrial Services
0.94%
🏥 Health Services
0.31%
💼 Commercial Services
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.85%
🇺🇸 Nasdaq
31.81%
🇫🇷 Euronext Paris
20.25%
🌍 Digital Currency
2.78%
🇮🇹 Borsa Italiana
1.34%
🇨🇭 SIX
1.24%
🇬🇧 LSE
1.24%
🇩🇪 FRA
1.21%
🇩🇪 Xetra ETFs
0.16%
🇺🇸 OTC Markets Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
61.17%
🇫🇷 France
18.96%
🇬🇧 United Kingdom
2.69%
🇮🇹 Italy
1.34%
🇳🇱 Netherlands
1.29%
🇨🇭 Switzerland
1.25%
🇩🇪 Germany
1.21%
🇮🇪 Ireland
1.06%
🇰🇷 South Korea
0.49%
🇨🇦 Canada
0.29%
🇦🇺 Australia
0.23%

Dividends

Dividend Yield

1.84%

108 out of 129 instruments pay dividend.

16 dividend payments in the next 30 days.

Highest Dividend: $DOW (9.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
XOM	0.14%	3.61%	$3.76
ENI.MI	0.1%	7.15%	$0.94
TTE.PA	0.08%	6.05%	$3.06
AI.PA	0.07%	1.91%	$2.91
T	0.06%	4.05%	$1.11
BP.US	0.06%	5.84%	$1.72
ABBV	0.05%	3.46%	$6.06
FDJU.PA	0.05%	6.73%	$1.78
VIE.PA	0.04%	4.53%	$1.25
DOW	0.04%	9.44%	$2.8
RIO	0.04%	6.21%	$4.34
DG.PA	0.04%	3.85%	$4.5
MC.PA	0.03%	2.73%	$13
CMCSA	0.03%	3.63%	$1.2
SWK	0.03%	4.51%	$3.24
VZ	0.03%	6.31%	$2.66
SAN.PA	0.03%	4.67%	$3.76
CS.PA	0.03%	5.13%	$1.98
BN.PA	0.03%	3.2%	$2.1
OR.PA	0.03%	1.87%	$6.6
HD	0.03%	2.45%	$8.52
RMS.PA	0.03%	1.11%	$25
PG	0.03%	2.61%	$3.83
KO	0.02%	2.89%	$1.89
JNJ	0.02%	3.03%	$4.81
SBUX	0.02%	2.52%	$2.24
SHEL	0.02%	3.95%	$2.7
CL	0.02%	2.3%	$1.96
GPC	0.02%	3.05%	$3.9
FRT	0.02%	4.58%	$4.36
CVS	0.02%	4.35%	$2.54
AMT	0.02%	2.86%	$6.56
BLK	0.02%	1.87%	$20.2
CSCO	0.02%	2.38%	$1.58
CAT	0.02%	1.38%	$5.31
PAYX	0.02%	2.85%	$3.65
WPC	0.02%	5.56%	$3.67
MMM	0.02%	1.89%	$5.21
SU.PA	0.02%	1.66%	$3.5
DD	0.02%	2.08%	$1.48
AVGO	0.02%	0.83%	$19.7
NESN.ZU	0.01%	3.92%	$3
SHEL.L	0.01%	4.07%	$0.8
SGO.PA	0.01%	2.17%	$2.1
AIR.PA	0.01%	1.09%	$1.8
XLE	0.01%	3.5%	-
MCD	0.01%	2.33%	$6.53
SPY	0.01%	1.21%	-
TRI.PA	0.01%	2.24%	$3.5
ALO.PA	0.01%	1.56%	$0.24
V	0.01%	0.65%	$2.01
JPM	0.01%	1.82%	$4.4
SIKA.ZU	0.01%	1.77%	$3.3
CVX	0.01%	4.45%	$6.28
ACN	0.01%	2.06%	$4.99
BHP.L	0.01%	4.66%	$1.26
MSFT	0.01%	0.66%	$3
MS	0.01%	2.7%	$3.4
ABT	0.01%	1.85%	$2.16
SMSN.L	0.01%	1.95%	$23.68
BNR.DE	0.01%	3.65%	$2.1
TXN	0.01%	2.53%	$5.14
O	0.01%	5.51%	$3.09
ADS.DE	0.01%	1%	$0.7
DPZ	0.01%	1.4%	$5.44
AAPL	0.01%	0.47%	$0.97
META	0.01%	0.29%	$1
NKE	0.01%	2.08%	$1.45
PRU	0.01%	5.09%	$5.1
WFC	0.01%	1.94%	$1.4
MA	0.01%	0.53%	$2.46
WEC	0%	3.19%	$3.23
VOO	0%	1.29%	-
BNP.PA	0%	6.14%	$4.6
BYD	0%	0.85%	$0.66
MDT.US	0%	3.07%	$2.77
ELV	0%	2.4%	$6.22
PEG	0%	2.9%	$2.34
GILD	0%	2.83%	$3.04
BAC	0%	2.18%	$0.96
UBSG.ZU	0%	2.47%	$0.64
DIA.US	0%	1.52%	-
SAF.PA	0%	1.04%	$2.2
DIS	0%	0.83%	$0.75
MSCI	0%	1.29%	$5.96
FAST	0%	1.81%	$1.48
AON	0%	0.8%	$2.52
LOW	0%	2.05%	$4.45
PEP	0%	3.76%	$5.15
BAER.ZU	0%	4.61%	$2.6
HO.PA	0%	1.54%	$3.4
IWM	0%	1.2%	-
LIN	0%	1.22%	$5.33
AMAT	0%	0.92%	$1.44
NVDA	0%	0.02%	$0.02
QQQ	0%	0.58%	-
XLB	0%	1.96%	-
XLF	0%	1.4%	-
CRM	0%	0.62%	$0.4
MTX.DE	0%	0.58%	$2
KGC	0%	0.71%	$0.12
XLY	0%	0.83%	-
AM.PA	0%	1.77%	$3.37
XLC	0%	1.02%	-
WMT	0%	0.98%	$0.81
AGI	0%	0.37%	$0.1
SDZNY	0%	-0.69%	$-0.3
NLOP	0%	-1.05%	$-0.34

Next Dividends

Stock	Type	Date	Pay Per Share
FAST	Ex-Dividend	Jul 29, 2025	$0.22
JPM	Pay Day	Jul 31, 2025	$1.40
TXN	Ex-Dividend	Jul 31, 2025	$1.36
MS	Ex-Dividend	Jul 31, 2025	$1.00
T	Pay Day	Aug 1, 2025	$0.28
VZ	Pay Day	Aug 1, 2025	$0.68
CVS	Pay Day	Aug 1, 2025	$0.66
AON	Ex-Dividend	Aug 1, 2025	$0.74
O	Ex-Dividend	Aug 1, 2025	$0.27
LOW	Pay Day	Aug 6, 2025	$1.20
MA	Pay Day	Aug 8, 2025	$0.76
TXN	Pay Day	Aug 12, 2025	$1.36
WEC	Ex-Dividend	Aug 14, 2025	$0.89
PG	Pay Day	Aug 15, 2025	$1.06
WMT	Ex-Dividend	Aug 15, 2025	$0.24
CL	Pay Day	Aug 15, 2025	$0.52
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
ACN	Pay Day	Aug 15, 2025	$1.48
ABBV	Pay Day	Aug 15, 2025	$1.64
ABT	Pay Day	Aug 15, 2025	$0.59
MS	Pay Day	Aug 15, 2025	$1.00
AON	Pay Day	Aug 15, 2025	$0.74
O	Pay Day	Aug 15, 2025	$0.27
MSCI	Ex-Dividend	Aug 15, 2025	$1.80
CAT	Pay Day	Aug 20, 2025	$1.51
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
FAST	Pay Day	Aug 26, 2025	$0.22
SBUX	Pay Day	Aug 29, 2025	$0.61
DD	Ex-Dividend	Aug 29, 2025	$0.41
PAYX	Pay Day	Aug 29, 2025	$1.08
MSCI	Pay Day	Aug 29, 2025	$1.80
WEC	Pay Day	Sep 1, 2025	$0.89
MCD	Ex-Dividend	Sep 2, 2025	$1.77
WMT	Pay Day	Sep 2, 2025	$0.24
JNJ	Pay Day	Sep 9, 2025	$1.30
PEG	Ex-Dividend	Sep 9, 2025	$0.63
ELV	Ex-Dividend	Sep 10, 2025	$1.71
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
KO	Ex-Dividend	Sep 15, 2025	$0.51
DPZ	Ex-Dividend	Sep 15, 2025	$1.74
DD	Pay Day	Sep 15, 2025	$0.41
MCD	Pay Day	Sep 16, 2025	$1.77
ELV	Pay Day	Sep 25, 2025	$1.71
PEG	Pay Day	Sep 30, 2025	$0.63
DPZ	Pay Day	Sep 30, 2025	$1.74
KO	Pay Day	Oct 1, 2025	$0.51
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97

Performance Metrics

Score 6.3/10

Beta

0.88

0.88

0

0.8

1.2

0

2

Sharpe Ratio

0.71

0.71

0

0.5

1

1.5

1.5

Sortino Ratio

1.22

1.22

0

1

2

3

3

Jensen's Alpha

2.45

2.45

-2

0

2

4.5

4.5

Omega Ratio

1.19

1.19

0

1

1.5

2.5

2.5

Treynor Ratio

1.01

1.01

0

0.75

1.25

2

2

Information Ratio

0.23

0.23

0

0.3

0.6

1

1

Calmar Ratio

0.67

0.67

0

0.3

0.6

1

1

Beta

0.88

0.88

0

0.8

1.2

0

2

Sharpe Ratio

0.71

0.71

0

0.5

1

1.5

1.5

Sortino Ratio

1.22

1.22

0

1

2

3

3

Jensen's Alpha

2.45

2.45

-2

0

2

4.5

4.5

Omega Ratio

1.19

1.19

0

1

1.5

2.5

2.5

Treynor Ratio

1.01

1.01

0

0.75

1.25

2

2

Information Ratio

0.23

0.23

0

0.3

0.6

1

1

Calmar Ratio

0.67

0.67

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.97

High:

PLTR

650.96

Low:

SDZNY

-32,533.33

Details

PEG Ratio

365.38

High:

MSCI

3,558.09

Low:

HUBS

-1,477.04

Details

Price/Book

10.24

High:

ABBV

232.74

Low:

MCD

-61.93

Details

Price/Sales

6.92

High:

PLTR

122.17

Low:

BIG.PA

0.08

Details

Price/CF

23.81

High:

KO

233.26

Low:

BIG.PA

0.33

Details

Price/FCF

44.87

High:

PEP

5,253.35

Low:

BIG.PA

0.35

Details

P/E Ratio

37.97

High:

PLTR

650.96

Low:

SDZNY

-32,533.33

Details

PEG Ratio

365.38

High:

MSCI

3,558.09

Low:

HUBS

-1,477.04

Details

Price/Book

10.24

High:

ABBV

232.74

Low:

MCD

-61.93

Details

Price/Sales

6.92

High:

PLTR

122.17

Low:

BIG.PA

0.08

Details

Price/CF

23.81

High:

KO

233.26

Low:

BIG.PA

0.33

Details

Price/FCF

44.87

High:

PEP

5,253.35

Low:

BIG.PA

0.35

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.88%	Jan 2022	Jun 2023	17
-7.82%	Aug 2023	Dec 2023	4
-4.77%	Apr 2024	Jul 2024	3
-4.44%	Feb 2025	May 2025	3
-2.77%	Sep 2021	Oct 2021	1
-1.45%	Oct 2024	Nov 2024	1
-1.14%	Dec 2024	Jan 2025	1
-1.13%	Nov 2021	Dec 2021	1
-1.03%	May 2021	Jun 2021	1
-0.11%	Jan 2024	Feb 2024	1

Monthly Performance