Portfolio of IvanRomano on eToro

IvanRomano

🇮🇹 Stock Income Investor.

9 copiers.

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

Summary

+2.12%

This Month

+6.89%

Year To Date

+77.4%

2 Years

+23.69%

5 Years

+33.3%

10 Years

+6.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
23.94%
🖥️ Technology Services
16.04%
🛍️ Retail Trade
11.89%
🍞 Consumer Non Durables
11.5%
🧬 Health Technology
9.74%
💻 Electronic Technology
9.33%
🚗 Consumer Durables
5.94%
🛠️ Producer Manufacturing
3.48%
💰 Finance
1.98%
💼 Commercial Services
1.65%
🪨 Non Energy Minerals
1.08%
🧪 Process Industries
0.88%
🪙 Cryptocurrencies
0.82%
📊 ETFs
0.81%
🏥 Health Services
0.79%
💇‍♀️ Consumer Services
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
42.65%
🇺🇸 NYSE
17.32%
🇫🇷 Euronext Paris
10.15%
🇭🇰 Hong Kong Exchanges
3.4%
🇮🇹 Borsa Italiana
1.21%
🌍 Digital Currency
0.82%
🇸🇪 Stockholm Stock Exchange
0.45%
🇩🇪 FRA
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
52.98%
🇫🇷 France
10.15%
🇨🇳 China
3.4%
🇳🇱 Netherlands
2.48%
🇮🇹 Italy
1.21%
🇮🇪 Ireland
0.98%
🇹🇼 Taiwan
0.95%
🇺🇾 Uruguay
0.56%
🇸🇪 Sweden
0.45%
🇨🇭 Switzerland
0.4%
🇬🇧 United Kingdom
0.38%
🇨🇦 Canada
0.24%
🇮🇱 Israel
0.17%
🇩🇪 Germany
0.07%
🇱🇺 Luxembourg
0.04%

Dividends

Dividend Yield

0.5%

38 out of 67 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $UL.US (3.15%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MC.PA	0.12%	2.78%	$13
RMS.PA	0.07%	1.26%	$25
LLY	0.07%	0.87%	$4.86
01211.HK	0.04%	1.27%	$3.41
MSFT	0.03%	0.64%	$3
MONC.MI	0.03%	2.8%	$1.15
ACN	0.02%	2.41%	$4.99
ASML	0.02%	0.8%	$5.57
HD	0.02%	2.24%	$8.52
META	0.02%	0.26%	$1
TSM	0.01%	1.03%	$1.74
SPY	0.01%	1.16%	-
SHW	0.01%	0.84%	$2.64
UL.US	0.01%	3.15%	$1.82
V	0%	0.69%	$2.01
MA	0%	0.51%	$2.46
CL	0%	2.36%	$1.96
SAABB.ST	0%	0.39%	$1.6
LDO.MI	0%	1.1%	$0.28
BKNG	0%	0.69%	$17.5
REC.MI	0%	2.48%	$1.2
NVDA	0%	0.02%	$0.02
BLK	0%	1.79%	$20.2
JPM	0%	1.84%	$4.4
CAMT	0%	1.95%	$1.33
PG	0%	2.66%	$3.83
EL.PA	0%	1.51%	$3.95
HUM	0%	1.26%	$3.54
CAT	0%	1.39%	$5.31
CPR.MI	0%	0.99%	$0.07
AVGO	0%	0.75%	$19.7
BEI.DE	0%	0.99%	$1
MCO	0%	0.7%	$3.24
ORCL	0%	0.74%	$1.6
AAPL	0%	0.44%	$0.97
RHM.DE	0%	0.5%	$5.7
HWM	0%	0.23%	$0.19
GEV	0%	0.12%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Pay Day	Aug 15, 2025	$1.06
CL	Pay Day	Aug 15, 2025	$0.52
ACN	Pay Day	Aug 15, 2025	$1.48
LLY	Ex-Dividend	Aug 15, 2025	$1.50
SHW	Ex-Dividend	Aug 15, 2025	$0.79
MCO	Ex-Dividend	Aug 15, 2025	$0.94
GEV	Pay Day	Aug 18, 2025	$0.25
CAT	Pay Day	Aug 20, 2025	$1.51
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
HWM	Pay Day	Aug 25, 2025	$0.12
V	Pay Day	Sep 2, 2025	$0.59
BKNG	Ex-Dividend	Sep 5, 2025	$9.60
SHW	Pay Day	Sep 5, 2025	$0.79
BLK	Ex-Dividend	Sep 5, 2025	$5.21
MCO	Pay Day	Sep 5, 2025	$0.94
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
BLK	Pay Day	Sep 23, 2025	$5.21
BKNG	Pay Day	Sep 30, 2025	$9.60
TSM	Pay Day	Oct 9, 2025	$0.82
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47

Performance Metrics

Score 3/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-9.44

-10

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.52

0.75

1.25

Information Ratio

-0.16

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-9.44

-10

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.52

0.75

1.25

Information Ratio

-0.16

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.12

High:

PLTR

612.73

Low:

-1,093.15

Details

PEG Ratio

1,065.54

High:

AAPL

24,112.85

Low:

-2,221.84

Details

Price/Book

10.64

High:

99.4

Low:

BKNG

-26.53

Details

Price/Sales

7.41

High:

MSTR

258.71

Low:

HUM

0.28

Details

Price/CF

25.46

High:

MSTR

7,511.07

Low:

EGO

6.01

Details

Price/FCF

70.98

High:

RHM.DE

5,198.92

Low:

CRSP

11.68

Details