Effective portfolio of Obiettivo20 on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.3%	2.25%	$4.81
BP.L	0.08%	4.43%	$0.23
SHEL	0.06%	3.29%	$2.7
PBR.A	0.06%	7.19%	$2.21
AU	0.04%	3.35%	$0.22
B	0.03%	1.97%	$0.4
VAR.OL	0.02%	11.34%	-
AIR.PA	0.02%	1.81%	$1.8
OXY	0.02%	1.8%	$0.8
NST.ASX	0.02%	2.31%	$0.31
2899.HK	0.02%	1.67%	$0.27
SHEL.L	0.02%	2.48%	$0.8
MSFT	0.02%	0.85%	$3
BTG.US	0.02%	1.63%	$0.16
NEM	0.02%	0.88%	$1.3
RHM.DE	0.01%	0.78%	$5.7
RR.L	0.01%	0.75%	-
02386.HK	0.01%	4.46%	$0.38
JPM	0.01%	1.86%	$4.4
PAAS	0.01%	0.93%	$0.4
AEM	0.01%	0.77%	$1.6
CRH.L	0.01%	1.27%	$1.61
WHC.ASX	0.01%	1.31%	$0.49
LNG	0.01%	0.84%	$1.7
RGLD	0.01%	0.7%	$1.58
LLY	0.01%	0.68%	$4.86
TSM	0.01%	0.62%	$1.74
FNV	0.01%	0.61%	$1.41
WPM	0.01%	0.47%	$0.61
KGC	0.01%	0.39%	$0.12
GOOG	0%	0.25%	$0.2
RTX	0%	1.39%	$2.44
AGI	0%	0.24%	$0.1
1818.HK	0%	0.36%	-
SMFG	0%	2.11%	$0.29
AG	0%	0.11%	$0.02
EQX	0%	0.1%	-
HL	0%	0.08%	$0.03
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Pay Day	Apr 23, 2026	$3.78
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
JPM	Pay Day	Apr 30, 2026	$1.50
MSFT	Ex-Dividend	May 21, 2026	$0.91
JNJ	Ex-Dividend	May 26, 2026	$1.34
RR.L	Pay Day	Jun 3, 2026	$0.07
1818.HK	Ex-Dividend	Jun 3, 2026	$0.01
JNJ	Pay Day	Jun 9, 2026	$1.34
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
1818.HK	Pay Day	Jun 30, 2026	$0.01
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 4.7/10

Beta

0.36

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.36

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.43

High:

BP.L

7,955.71

Low:

AMR

-41.1

Details

PEG Ratio

51.26

High:

JPM

602.25

Low:

PAAS

3.28

Details

Price/Book

8.18

High:

RR.L

39.1

Low:

VAR.OL

-44.64

Details

Price/Sales

7.22

High:

WPM

29.94

Low:

02386.HK

0.36

Details

Price/CF

21.27

High:

LLY

60.39

Low:

VAR.OL

1.87

Details

Price/FCF

54.01

High:

BTG.US

1,018.99

Low:

02386.HK

4.32

Details

P/E Ratio

29.43

High:

BP.L

7,955.71

Low:

AMR

-41.1

Details

PEG Ratio

51.26

High:

JPM

602.25

Low:

PAAS

3.28

Details

Price/Book

8.18

High:

RR.L

39.1

Low:

VAR.OL

-44.64

Details

Price/Sales

7.22

High:

WPM

29.94

Low:

02386.HK

0.36

Details

Price/CF

21.27

High:

LLY

60.39

Low:

VAR.OL

1.87

Details

Price/FCF

54.01

High:

BTG.US

1,018.99

Low:

02386.HK

4.32

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-20.33%	Aug 2019	Aug 2020	12
-19.33%	Mar 2026	-	2
-8.76%	Feb 2025	Jun 2025	4
-7.03%	Feb 2021	Nov 2024	45
-3.5%	Oct 2025	Nov 2025	1
-2.3%	Sep 2020	Nov 2020	2
-2.14%	Dec 2024	Jan 2025	1
-1.54%	Jul 2025	Aug 2025	1

Monthly Performance

Obiettivo20

🇮🇹 Stock and ETF Investor.

1 copier.

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

Summary

-1.11%

This Month

-4.17%

Year To Date

+40.17%

2 Years

+40.17%

5 Years

+48.05%

10 Years

+6.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
24.38%
📊 ETFs
17.17%
🧩 Miscellaneous
15.47%
🧬 Health Technology
14.7%
⛏️ Energy Minerals
8.54%
🖥️ Technology Services
8.15%
💻 Electronic Technology
7.76%
🏭 Industrial Services
1.35%
🍞 Consumer Non Durables
1.04%
💰 Finance
0.72%
🌾 Commodities
0.6%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.01%
🇬🇧 LSE
16.48%
🇩🇪 Xetra ETFs
9.4%
🇺🇸 Nasdaq
8.87%
🇭🇰 Hong Kong Exchanges
2.32%
🇩🇪 FRA
1.91%
🇦🇺 Sydney
1.66%
🇫🇷 Euronext Paris
1.31%
🇸🇦 Tadawul
0.61%
🌍 Commodity
0.6%
🇺🇸 Chicago Board Options Exchange
0.5%
🇳🇴 Oslo Stock Exchange
0.22%

Countries Breakdown

Country
Total

🇺🇸 United States
33.86%
🇨🇦 Canada
15.43%
🇬🇧 United Kingdom
11.44%
🇨🇳 China
2.32%
🇩🇪 Germany
1.91%
🇦🇺 Australia
1.66%
🇳🇱 Netherlands
1.31%
🇹🇼 Taiwan
1.31%
🇧🇷 Brazil
0.78%
🇸🇦 Saudi Arabia
0.61%
🇳🇴 Norway
0.22%
🇯🇵 Japan
0.13%

Dividends

Dividend Yield

0.91%

39 out of 66 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $VAR.OL (11.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.3%	2.25%	$4.81
BP.L	0.08%	4.43%	$0.23
SHEL	0.06%	3.29%	$2.7
PBR.A	0.06%	7.19%	$2.21
AU	0.04%	3.35%	$0.22
B	0.03%	1.97%	$0.4
VAR.OL	0.02%	11.34%	-
AIR.PA	0.02%	1.81%	$1.8
OXY	0.02%	1.8%	$0.8
NST.ASX	0.02%	2.31%	$0.31
2899.HK	0.02%	1.67%	$0.27
SHEL.L	0.02%	2.48%	$0.8
MSFT	0.02%	0.85%	$3
BTG.US	0.02%	1.63%	$0.16
NEM	0.02%	0.88%	$1.3
RHM.DE	0.01%	0.78%	$5.7
RR.L	0.01%	0.75%	-
02386.HK	0.01%	4.46%	$0.38
JPM	0.01%	1.86%	$4.4
PAAS	0.01%	0.93%	$0.4
AEM	0.01%	0.77%	$1.6
CRH.L	0.01%	1.27%	$1.61
WHC.ASX	0.01%	1.31%	$0.49
LNG	0.01%	0.84%	$1.7
RGLD	0.01%	0.7%	$1.58
LLY	0.01%	0.68%	$4.86
TSM	0.01%	0.62%	$1.74
FNV	0.01%	0.61%	$1.41
WPM	0.01%	0.47%	$0.61
KGC	0.01%	0.39%	$0.12
GOOG	0%	0.25%	$0.2
RTX	0%	1.39%	$2.44
AGI	0%	0.24%	$0.1
1818.HK	0%	0.36%	-
SMFG	0%	2.11%	$0.29
AG	0%	0.11%	$0.02
EQX	0%	0.1%	-
HL	0%	0.08%	$0.03
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Pay Day	Apr 23, 2026	$3.78
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
JPM	Pay Day	Apr 30, 2026	$1.50
MSFT	Ex-Dividend	May 21, 2026	$0.91
JNJ	Ex-Dividend	May 26, 2026	$1.34
RR.L	Pay Day	Jun 3, 2026	$0.07
1818.HK	Ex-Dividend	Jun 3, 2026	$0.01
JNJ	Pay Day	Jun 9, 2026	$1.34
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
1818.HK	Pay Day	Jun 30, 2026	$0.01
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 4.7/10

Beta

0.36

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.36

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

1,018.99

Low:

02386.HK

4.32

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-20.33%	Aug 2019	Aug 2020	12
-19.33%	Mar 2026	-	2
-8.76%	Feb 2025	Jun 2025	4
-7.03%	Feb 2021	Nov 2024	45
-3.5%	Oct 2025	Nov 2025	1
-2.3%	Sep 2020	Nov 2020	2
-2.14%	Dec 2024	Jan 2025	1
-1.54%	Jul 2025	Aug 2025	1