Portfolio of MichalBalaz on eToro

MichalBalaz

🇸🇰 Stock and ETF Multi-Strategy 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

-4.63%

This Month

+14.68%

Year To Date

+60.73%

2 Years

+151.95%

5 Years

+223.9%

10 Years

+19.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
25.19%
💻 Electronic Technology
18.76%
🖥️ Technology Services
18.6%
💰 Finance
12.71%
🚗 Consumer Durables
7.39%
🧬 Health Technology
5.05%
🛍️ Retail Trade
3.75%
📡 Communications
3.63%
❓ Other
1.33%
🏥 Health Services
1.17%
⚡ Utilities
0.95%
🚚 Transportation
0.36%
💇‍♀️ Consumer Services
0.34%
🛠️ Producer Manufacturing
0.33%
💵 Cash
0.25%
⛏️ Energy Minerals
0.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.23%
🇺🇸 Nasdaq
41.34%
🇮🇹 Borsa Italiana
5.18%
🇫🇷 Euronext Paris
4.24%
🇩🇪 FRA
4.13%
Regular Trading Hours - RTH
1.33%
🇩🇰 Copenhagen Stock Exchange
0.95%
🇳🇴 Oslo Stock Exchange
0.36%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
51.9%
🇩🇪 Germany
4.36%
🇮🇹 Italy
4.25%
🇳🇱 Netherlands
3.38%
🇫🇷 France
3.31%
🇩🇰 Denmark
1.54%
🇬🇧 United Kingdom
1.51%
🇹🇼 Taiwan
1.4%
🇨🇦 Canada
1.24%
🇳🇴 Norway
0.36%

Dividends

Dividend Yield

1.11%

31 out of 55 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $IEP (26.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.15%	6.14%	$2.66
BMPS.MI	0.1%	9.6%	$0.25
BNP.PA	0.07%	5.48%	$4.6
BAMI.MI	0.07%	7.59%	$0.56
ACA.PA	0.07%	6.78%	$1.05
BPE.MI	0.05%	5.66%	$0.3
IEP	0.05%	26.63%	$4
ISP.MI	0.05%	6.63%	$0.3
VOW3.DE	0.04%	5.92%	$9.06
DTE.DE	0.04%	3.58%	$0.77
F	0.04%	3.92%	$0.78
NAS.OL	0.04%	11.54%	-
MSFT	0.04%	0.83%	$3
HPQ	0.04%	4.61%	$1.1
AVGO	0.03%	0.62%	$19.7
DBK.DE	0.03%	3.6%	$0.45
MBG.DE	0.03%	7.17%	$5.3
UCG.MI	0.03%	3.95%	$1.8
HPE	0.02%	1.07%	$0.51
NVO	0.02%	2.81%	$0.98
GLE.PA	0.02%	2.27%	$0.9
AAPL	0.02%	0.34%	$0.97
META	0.01%	0.34%	$1
USB	0.01%	3.78%	$1.94
POWI	0.01%	1%	$0.79
TSM	0.01%	0.69%	$1.74
SBUX	0.01%	2.62%	$2.24
GOOG	0.01%	0.23%	$0.2
GOOGL	0.01%	0.23%	$0.2
IFX.DE	0%	0.44%	$0.35
NVDA	0%	0.13%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
VOW3.DE	Ex-Dividend	Jun 19, 2026	$6.04
VOW3.DE	Pay Day	Jun 23, 2026	$6.04
META	Pay Day	Jun 25, 2026	$0.53
IEP	Pay Day	Jun 25, 2026	$0.50
NVDA	Pay Day	Jun 26, 2026	$0.25
POWI	Pay Day	Jun 30, 2026	$0.21
HPQ	Pay Day	Jul 1, 2026	$0.30
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 7.1/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.73

Jensen's Alpha

5.81

-2

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.73

Jensen's Alpha

5.81

-2

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.07

High:

ARM

464.84

Low:

ORSTED.CO

-102.76

Details

PEG Ratio

267.37

High:

ARM

3,592.02

Low:

IEP

-21.19

Details

Price/Book

8.43

High:

OCGN

79.84

Low:

HPQ

-167.01

Details

Price/Sales

7.78

High:

OCGN

100.5

Low:

DMKPQ

Details

Price/CF

20.66

High:

NVAX

147.06

Low:

GLE.PA

0.69

Details

Price/FCF

50.09

High:

SBUX

1,256.06

Low:

ACA.PA

1.05

Details

P/E Ratio

31.07

High:

ARM

464.84

Low:

ORSTED.CO

-102.76

Details

PEG Ratio

267.37

High:

ARM

3,592.02

Low:

IEP

-21.19

Details

Price/Book

8.43

High:

OCGN

79.84

Low:

HPQ

-167.01

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
-5.64%	Feb 2026	Apr 2026	2
-4.63%	Jun 2026	-	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.

9 copiers.

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

Summary

-4.63%

This Month

+14.68%

Year To Date

+60.73%

2 Years

+151.95%

5 Years

+223.9%

10 Years

+19.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
25.19%
💻 Electronic Technology
18.76%
🖥️ Technology Services
18.6%
💰 Finance
12.71%
🚗 Consumer Durables
7.39%
🧬 Health Technology
5.05%
🛍️ Retail Trade
3.75%
📡 Communications
3.63%
❓ Other
1.33%
🏥 Health Services
1.17%
⚡ Utilities
0.95%
🚚 Transportation
0.36%
💇‍♀️ Consumer Services
0.34%
🛠️ Producer Manufacturing
0.33%
💵 Cash
0.25%
⛏️ Energy Minerals
0.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.23%
🇺🇸 Nasdaq
41.34%
🇮🇹 Borsa Italiana
5.18%
🇫🇷 Euronext Paris
4.24%
🇩🇪 FRA
4.13%
Regular Trading Hours - RTH
1.33%
🇩🇰 Copenhagen Stock Exchange
0.95%
🇳🇴 Oslo Stock Exchange
0.36%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
51.9%
🇩🇪 Germany
4.36%
🇮🇹 Italy
4.25%
🇳🇱 Netherlands
3.38%
🇫🇷 France
3.31%
🇩🇰 Denmark
1.54%
🇬🇧 United Kingdom
1.51%
🇹🇼 Taiwan
1.4%
🇨🇦 Canada
1.24%
🇳🇴 Norway
0.36%

Dividends

Dividend Yield

1.11%

31 out of 55 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $IEP (26.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.15%	6.14%	$2.66
BMPS.MI	0.1%	9.6%	$0.25
BNP.PA	0.07%	5.48%	$4.6
BAMI.MI	0.07%	7.59%	$0.56
ACA.PA	0.07%	6.78%	$1.05
BPE.MI	0.05%	5.66%	$0.3
IEP	0.05%	26.63%	$4
ISP.MI	0.05%	6.63%	$0.3
VOW3.DE	0.04%	5.92%	$9.06
DTE.DE	0.04%	3.58%	$0.77
F	0.04%	3.92%	$0.78
NAS.OL	0.04%	11.54%	-
MSFT	0.04%	0.83%	$3
HPQ	0.04%	4.61%	$1.1
AVGO	0.03%	0.62%	$19.7
DBK.DE	0.03%	3.6%	$0.45
MBG.DE	0.03%	7.17%	$5.3
UCG.MI	0.03%	3.95%	$1.8
HPE	0.02%	1.07%	$0.51
NVO	0.02%	2.81%	$0.98
GLE.PA	0.02%	2.27%	$0.9
AAPL	0.02%	0.34%	$0.97
META	0.01%	0.34%	$1
USB	0.01%	3.78%	$1.94
POWI	0.01%	1%	$0.79
TSM	0.01%	0.69%	$1.74
SBUX	0.01%	2.62%	$2.24
GOOG	0.01%	0.23%	$0.2
GOOGL	0.01%	0.23%	$0.2
IFX.DE	0%	0.44%	$0.35
NVDA	0%	0.13%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
VOW3.DE	Ex-Dividend	Jun 19, 2026	$6.04
VOW3.DE	Pay Day	Jun 23, 2026	$6.04
META	Pay Day	Jun 25, 2026	$0.53
IEP	Pay Day	Jun 25, 2026	$0.50
NVDA	Pay Day	Jun 26, 2026	$0.25
POWI	Pay Day	Jun 30, 2026	$0.21
HPQ	Pay Day	Jul 1, 2026	$0.30
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 7.1/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.73

Jensen's Alpha

5.81

-2

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.73

Jensen's Alpha

5.81

-2

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

7.78

High:

OCGN

100.5

Low:

DMKPQ

Details

Price/CF

20.66

High:

NVAX

147.06

Low:

GLE.PA

0.69

Details

Price/FCF

50.09

High:

SBUX

1,256.06

Low:

ACA.PA

1.05

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
-5.64%	Feb 2026	Apr 2026	2
-4.63%	Jun 2026	-	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