Effective portfolio of IsabelaBella on eToro

Loading...

IsabelaBella

🇷🇴 Diversified ETF Investor.

6 copiers.

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

Effective Portfolio

Summary

+8.17%

This Month

+344.16%

Year To Date

+344.16%

2 Years

+344.16%

5 Years

+344.16%

10 Years

+344.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
69.9%
📈 Indexes
13.27%
💻 Electronic Technology
0.16%
🖥️ Technology Services
0.15%
🧬 Health Technology
0.13%
💰 Finance
0.08%
🍞 Consumer Non Durables
0.07%
⛏️ Energy Minerals
0.06%
🛠️ Producer Manufacturing
0.05%
🏥 Health Services
0.05%
🛍️ Retail Trade
0.05%
💇‍♀️ Consumer Services
0.03%
🚗 Consumer Durables
0.02%
🪨 Non Energy Minerals
0.01%
⚡ Utilities
0.01%
💼 Commercial Services
0.01%
🚚 Transportation
0.01%
🧪 Process Industries
0.01%

Exchanges Breakdown

Exchange
Total

🌍 CFD
13.27%
🇺🇸 NYSE
0.39%
🇺🇸 Nasdaq
0.36%
🇫🇷 Euronext Paris
0.04%
🇬🇧 LSE
0.03%
🇨🇭 SIX
0.02%
🇩🇰 Copenhagen Stock Exchange
0.02%
🇦🇺 Sydney
0.02%
🇩🇪 FRA
0.01%
🇳🇱 Euronext Amsterdam
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
0.71%
🇫🇷 France
0.04%
🇬🇧 United Kingdom
0.03%
🇨🇭 Switzerland
0.03%
🇩🇰 Denmark
0.02%
🇮🇪 Ireland
0.02%
🇦🇺 Australia
0.02%
🇩🇪 Germany
0.01%
🇳🇱 Netherlands
0.01%
🇨🇦 Canada
0.01%
🇯🇵 Japan
0.01%

Dividends

Dividend Yield

0.02%

77 out of 89 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TTE.PA	0%	5.92%	$3.06
PFE	0%	6.61%	$1.66
NOVO-B.CO	0%	3.76%	$9.4
CMCSA	0%	4.83%	$1.2
NESN.ZU	0%	3.87%	$3
UNH	0%	2.64%	$7.74
PEP	0%	3.88%	$5.15
ELV	0%	2.07%	$6.22
MRK	0%	3.29%	$3.04
COP	0%	3.39%	$3.25
BHP.ASX	0%	3.83%	$2.35
AMGN	0%	2.89%	$8.76
CVX	0%	4.56%	$6.28
SHEL.L	0%	3.91%	$0.8
HSBA.L	0%	4.75%	$0.49
ACN	0%	2.28%	$4.99
MC.PA	0%	2.07%	$13
NEE	0%	2.73%	$1.97
TXN	0%	3.01%	$5.14
UNP	0%	2.31%	$5.2
PM	0%	3.73%	$5.2
QCOM	0%	2.01%	$3.25
ABBV	0%	2.94%	$6.06
LOW	0%	1.91%	$4.45
ROG.ZU	0%	3.12%	$9.6
BAC	0%	2%	$0.96
RY	0%	2.65%	$4.03
XOM	0%	3.43%	$3.76
JPM	0%	1.76%	$4.4
KO	0%	2.91%	$1.89
CBA.ASX	0%	3.15%	$4.55
IBM	0%	2.18%	$6.65
CSCO	0%	2.1%	$1.58
NVS	0%	2.48%	$3.2
ULVR.L	0%	3.49%	$1.47
JNJ	0%	2.55%	$4.81
SIE.DE	0%	2.22%	$4.7
TM	0%	2.87%	$4.64
WFC	0%	1.89%	$1.4
HD	0%	2.59%	$8.52
PG	0%	2.91%	$3.83
MCD	0%	2.3%	$6.53
AVGO	0%	0.6%	$19.7
ABT	0%	1.89%	$2.16
AZN.L	0%	1.8%	$2.28
RTX	0%	1.56%	$2.44
HON	0%	2.39%	$4.27
SU.PA	0%	1.66%	$3.5
CAT	0%	0.97%	$5.31
ORCL	0%	0.87%	$1.6
WMT	0%	0.82%	$0.81
SPGI	0%	0.77%	$3.62
LIN	0%	1.5%	$5.33
ETN	0%	1.23%	$3.6
MSFT	0%	0.72%	$3
LRCX	0%	0.62%	$8
AMAT	0%	0.66%	$1.44
AXP	0%	0.85%	$2.6
SAP.DE	0%	1.11%	$2.2
ASML.NV	0%	0.69%	$6.1
BKNG	0%	0.74%	$17.5
DIS	0%	0.95%	$0.75
V	0%	0.74%	$2.01
LLY	0%	0.59%	$4.86
GOOGL	0%	0.26%	$0.2
COST	0%	0.57%	$19.22
GE	0%	0.51%	$0.44
CRM	0%	0.64%	$0.4
INTU	0%	0.67%	$3.6
AAPL	0%	0.37%	$0.97
GOOG	0%	0.26%	$0.2
MA	0%	0.56%	$2.46
META	0%	0.31%	$1
MU	0%	0.19%	$0.46
DHR	0%	0.54%	$1.05
TMO	0%	0.3%	$1.48
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Pay Day	Dec 9, 2025	$1.30
SPGI	Pay Day	Dec 10, 2025	$0.96
MSFT	Pay Day	Dec 11, 2025	$0.91
AMAT	Pay Day	Dec 11, 2025	$0.46
WMT	Ex-Dividend	Dec 12, 2025	$0.24
TTE.PA	Ex-Dividend	Dec 31, 2025	$1.00
WMT	Pay Day	Jan 5, 2026	$0.24
TTE.PA	Pay Day	Jan 5, 2026	$1.00

Performance Metrics

Score 8.6/10

Beta

6.36

6.36

0

0.8

1.2

0

7

Sharpe Ratio

2.23

2.23

0

0.5

1

3

3

Sortino Ratio

4.13

4.13

0

1

2

5

5

Jensen's Alpha

175.79

175.79

-2

0

2

176

176

Omega Ratio

5.12

5.12

0

1

1.5

6

6

Treynor Ratio

2.64

2.64

0

0.75

1.25

3

3

Information Ratio

2.29

2.29

0

0.3

0.6

3

3

Calmar Ratio

7.92

7.92

0

0.3

0.6

8

8

Beta

6.36

6.36

0

0.8

1.2

0

7

Sharpe Ratio

2.23

2.23

0

0.5

1

3

3

Sortino Ratio

4.13

4.13

0

1

2

5

5

Jensen's Alpha

175.79

175.79

-2

0

2

176

176

Omega Ratio

5.12

5.12

0

1

1.5

6

6

Treynor Ratio

2.64

2.64

0

0.75

1.25

3

3

Information Ratio

2.29

2.29

0

0.3

0.6

3

3

Calmar Ratio

7.92

7.92

0

0.3

0.6

8

8

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.83

High:

INTC

3,906.6

Low:

CMCSA

4.53

Details

PEG Ratio

400.03

High:

AMAT

6,456.94

Low:

MU

3.14

Details

Price/Book

8.29

High:

PLTR

65.73

Low:

ABBV

-151.24

Details

Price/Sales

5.68

High:

PLTR

119.94

Low:

ELV

0.38

Details

Price/CF

22.83

High:

PLTR

258.05

Low:

CMCSA

3.52

Details

Price/FCF

50.73

High:

PEP

5,253.35

Low:

HSBA.L

5

Details

P/E Ratio

32.83

High:

INTC

3,906.6

Low:

CMCSA

4.53

Details

PEG Ratio

400.03

High:

AMAT

6,456.94

Low:

MU

3.14

Details

Price/Book

8.29

High:

PLTR

65.73

Low:

ABBV

-151.24

Details

Price/Sales

5.68

High:

PLTR

119.94

Low:

ELV

0.38

Details

Price/CF

22.83

High:

PLTR

258.05

Low:

CMCSA

3.52

Details

Price/FCF

50.73

High:

PEP

5,253.35

Low:

HSBA.L

5

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-46.32%	Mar 2025	May 2025	2

Monthly Performance