Portfolio of MichalBalaz on eToro

MichalBalaz

🇸🇰 Stock and ETF Multi-Strategy Investor.

6 copiers.

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

Summary

+4.13%

This Month

+4.13%

Year To Date

+71.35%

2 Years

+160.5%

5 Years

+194.11%

10 Years

+18.57%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.54%
📊 ETFs
22.27%
🖥️ Technology Services
17.88%
💰 Finance
12.8%
🧬 Health Technology
5.93%
📡 Communications
4.89%
🚗 Consumer Durables
4.45%
🛍️ Retail Trade
3.74%
💵 Cash
1.54%
⚡ Utilities
0.91%
🏥 Health Services
0.7%
🛠️ Producer Manufacturing
0.59%
🚚 Transportation
0.4%
💇‍♀️ Consumer Services
0.32%
⛏️ Energy Minerals
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48%
🇺🇸 NYSE
35.61%
🇮🇹 Borsa Italiana
5.74%
🇩🇪 FRA
4.18%
🇫🇷 Euronext Paris
3.78%
🇩🇰 Copenhagen Stock Exchange
0.91%
🇳🇴 Oslo Stock Exchange
0.4%

Countries Breakdown

Country
Total

🇺🇸 United States
57.99%
🇮🇹 Italy
5.74%
🇩🇪 Germany
4.48%
🇫🇷 France
3.78%
🇩🇰 Denmark
1.31%
🇹🇼 Taiwan
1.13%
🇳🇱 Netherlands
0.54%
🇨🇦 Canada
0.5%
🇬🇧 United Kingdom
0.49%
🇳🇴 Norway
0.4%

Dividends

Dividend Yield

1.12%

34 out of 55 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IEP (25.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.14%	6.94%	$2.66
BMPS.MI	0.09%	9.92%	$0.25
BNP.PA	0.07%	5.51%	$4.6
BAMI.MI	0.07%	8.45%	$0.56
ACA.PA	0.07%	6.1%	$1.05
F	0.06%	5.49%	$0.78
VOW3.DE	0.06%	6.12%	$9.06
IEP	0.05%	25.84%	$4
ISP.MI	0.05%	6.08%	$0.3
DTE.DE	0.05%	3.65%	$0.77
STLA.US	0.04%	8.23%	$1.71
HPQ	0.04%	6.17%	$1.1
MSFT	0.03%	0.78%	$3
MBG.DE	0.03%	7.42%	$5.3
BPE.MI	0.03%	3.4%	$0.3
AVGO	0.03%	0.73%	$19.7
UCG.MI	0.03%	4.01%	$1.8
NAS.OL	0.02%	5.58%	-
DBK.DE	0.02%	2.08%	$0.45
HPE	0.02%	2.47%	$0.51
META	0.02%	0.29%	$1
AAPL	0.02%	0.4%	$0.97
USB	0.01%	3.69%	$1.94
GLE.PA	0.01%	1.61%	$0.9
DELL	0.01%	1.82%	$1.63
POWI	0.01%	1.8%	$0.79
TSM	0.01%	0.79%	$1.74
SBUX	0.01%	2.61%	$2.24
NVO	0.01%	2.04%	$0.98
GOOG	0.01%	0.24%	$0.2
GOOGL	0.01%	0.24%	$0.2
IFX.DE	0%	0.81%	$0.35
MU	0%	0.1%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.9/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.6

Jensen's Alpha

5.26

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.68

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.6

Jensen's Alpha

5.26

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.68

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.15

High:

TSLA

288.29

Low:

INTC

-595.6

Details

PEG Ratio

42.5

High:

ARM

516.71

Low:

INTC

-606.5

Details

Price/Book

8.34

High:

OCGN

136.16

Low:

HPQ

-50.72

Details

Price/Sales

7.66

High:

OCGN

87.18

Low:

DMKPQ

Details

Price/CF

22.95

High:

NVAX

147.06

Low:

GLE.PA

0.69

Details

Price/FCF

52.57

High:

SBUX

1,256.06

Low:

ACA.PA

0.96

Details

P/E Ratio

34.15

High:

TSLA

288.29

Low:

INTC

-595.6

Details

PEG Ratio

42.5

High:

ARM

516.71

Low:

INTC

-606.5

Details

Price/Book

8.34

High:

OCGN

136.16

Low:

HPQ

-50.72

Details

Worst Drawdowns

Depth	Start	End	Total months
-24.96%	Jan 2022	Jul 2023	18
-8.56%	Aug 2023	Dec 2023	4
-6.33%	Dec 2019	Nov 2020	11
-5.94%	Apr 2024	May 2024	1
-4.54%	Sep 2021	Oct 2021	1
-3.01%	Mar 2025	May 2025	2
-2.07%	May 2021	Jun 2021	1
-1.49%	Oct 2024	Nov 2024	1
-1.17%	Jun 2024	Sep 2024	3
-0.56%	Jul 2025	Aug 2025	1
-0.5%	Dec 2024	Jan 2025	1
-0.19%	Jan 2024	Feb 2024	1
-0.06%	Nov 2025	Jan 2026	2
-0.03%	Oct 2019	Nov 2019	1

Monthly Performance

Portfolio of MichalBalaz on eToro

MichalBalaz

🇸🇰 Stock and ETF Multi-Strategy Investor.

6 copiers.

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

Summary

+4.13%

This Month

+4.13%

Year To Date

+71.35%

2 Years

+160.5%

5 Years

+194.11%

10 Years

+18.57%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.54%
📊 ETFs
22.27%
🖥️ Technology Services
17.88%
💰 Finance
12.8%
🧬 Health Technology
5.93%
📡 Communications
4.89%
🚗 Consumer Durables
4.45%
🛍️ Retail Trade
3.74%
💵 Cash
1.54%
⚡ Utilities
0.91%
🏥 Health Services
0.7%
🛠️ Producer Manufacturing
0.59%
🚚 Transportation
0.4%
💇‍♀️ Consumer Services
0.32%
⛏️ Energy Minerals
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48%
🇺🇸 NYSE
35.61%
🇮🇹 Borsa Italiana
5.74%
🇩🇪 FRA
4.18%
🇫🇷 Euronext Paris
3.78%
🇩🇰 Copenhagen Stock Exchange
0.91%
🇳🇴 Oslo Stock Exchange
0.4%

Countries Breakdown

Country
Total

🇺🇸 United States
57.99%
🇮🇹 Italy
5.74%
🇩🇪 Germany
4.48%
🇫🇷 France
3.78%
🇩🇰 Denmark
1.31%
🇹🇼 Taiwan
1.13%
🇳🇱 Netherlands
0.54%
🇨🇦 Canada
0.5%
🇬🇧 United Kingdom
0.49%
🇳🇴 Norway
0.4%

Dividends

Dividend Yield

1.12%

34 out of 55 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IEP (25.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.14%	6.94%	$2.66
BMPS.MI	0.09%	9.92%	$0.25
BNP.PA	0.07%	5.51%	$4.6
BAMI.MI	0.07%	8.45%	$0.56
ACA.PA	0.07%	6.1%	$1.05
F	0.06%	5.49%	$0.78
VOW3.DE	0.06%	6.12%	$9.06
IEP	0.05%	25.84%	$4
ISP.MI	0.05%	6.08%	$0.3
DTE.DE	0.05%	3.65%	$0.77
STLA.US	0.04%	8.23%	$1.71
HPQ	0.04%	6.17%	$1.1
MSFT	0.03%	0.78%	$3
MBG.DE	0.03%	7.42%	$5.3
BPE.MI	0.03%	3.4%	$0.3
AVGO	0.03%	0.73%	$19.7
UCG.MI	0.03%	4.01%	$1.8
NAS.OL	0.02%	5.58%	-
DBK.DE	0.02%	2.08%	$0.45
HPE	0.02%	2.47%	$0.51
META	0.02%	0.29%	$1
AAPL	0.02%	0.4%	$0.97
USB	0.01%	3.69%	$1.94
GLE.PA	0.01%	1.61%	$0.9
DELL	0.01%	1.82%	$1.63
POWI	0.01%	1.8%	$0.79
TSM	0.01%	0.79%	$1.74
SBUX	0.01%	2.61%	$2.24
NVO	0.01%	2.04%	$0.98
GOOG	0.01%	0.24%	$0.2
GOOGL	0.01%	0.24%	$0.2
IFX.DE	0%	0.81%	$0.35
MU	0%	0.1%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.9/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.6

Jensen's Alpha

5.26

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.68

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.6

Jensen's Alpha

5.26

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

7.66

High:

OCGN

87.18

Low:

DMKPQ

Details

Price/CF

22.95

High:

NVAX

147.06

Low:

GLE.PA

0.69

Details

Price/FCF

52.57

High:

SBUX

1,256.06

Low:

ACA.PA

0.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.96%	Jan 2022	Jul 2023	18
-8.56%	Aug 2023	Dec 2023	4
-6.33%	Dec 2019	Nov 2020	11
-5.94%	Apr 2024	May 2024	1
-4.54%	Sep 2021	Oct 2021	1
-3.01%	Mar 2025	May 2025	2
-2.07%	May 2021	Jun 2021	1
-1.49%	Oct 2024	Nov 2024	1
-1.17%	Jun 2024	Sep 2024	3
-0.56%	Jul 2025	Aug 2025	1
-0.5%	Dec 2024	Jan 2025	1
-0.19%	Jan 2024	Feb 2024	1
-0.06%	Nov 2025	Jan 2026	2
-0.03%	Oct 2019	Nov 2019	1