Effective portfolio of Ortbauer on eToro

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Ortbauer

🇦🇹 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+1.37%

This Month

+26.96%

Year To Date

+78.98%

2 Years

+73.33%

5 Years

+49.62%

10 Years

+7.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.53%
🖥️ Technology Services
23.4%
🛠️ Producer Manufacturing
10.16%
💰 Finance
8.01%
⚡ Utilities
4.95%
🪨 Non Energy Minerals
4.83%
🛍️ Retail Trade
4.67%
🧬 Health Technology
2.35%
📊 ETFs
2.16%
⛏️ Energy Minerals
1.9%
🍞 Consumer Non Durables
1.08%
🏥 Health Services
1.01%
❓ Other
0.76%
🚗 Consumer Durables
0.61%
🧪 Process Industries
0.4%
💼 Commercial Services
0.33%
💵 Cash
0.13%
💇‍♀️ Consumer Services
0.12%
🚚 Transportation
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.68%
🇺🇸 NYSE
25.43%
🇨🇭 SIX
4.68%
🇪🇸 Bolsa De Madrid
2.43%
🇩🇪 FRA
2.32%
🇭🇰 Hong Kong Exchanges
2.07%
🇬🇧 LSE
1.88%
🇫🇷 Euronext Paris
1.78%
🇩🇰 Copenhagen Stock Exchange
1.46%
🇮🇹 Borsa Italiana
1.36%
🇳🇱 Euronext Amsterdam
1%
🇺🇸 Chicago Board Options Exchange
0.97%
🇦🇪 Dubai Financial Market
0.76%
🇸🇪 Stockholm Stock Exchange
0.72%
🇳🇴 Oslo Stock Exchange
0.5%
🇫🇮 Helsinki Stock Exchange
0.27%

Countries Breakdown

Country
Total

🇺🇸 United States
55.25%
🇨🇭 Switzerland
5.53%
🇹🇼 Taiwan
3.14%
🇮🇪 Ireland
2.93%
🇨🇳 China
2.58%
🇪🇸 Spain
2.43%
🇩🇪 Germany
2.32%
🇱🇺 Luxembourg
2.02%
🇫🇷 France
1.75%
🇳🇱 Netherlands
1.69%
🇨🇦 Canada
1.66%
🇩🇰 Denmark
1.58%
🇮🇹 Italy
1.36%
🇺🇾 Uruguay
1.35%
🇸🇪 Sweden
0.72%
🇳🇴 Norway
0.5%
🇮🇱 Israel
0.45%
🇬🇧 United Kingdom
0.43%
🇫🇮 Finland
0.27%
🇰🇷 South Korea
0.26%
🇧🇷 Brazil
0.18%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.76%

71 out of 109 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IBE.MC	0.08%	3.21%	$0.45
ABBN.ZU	0.05%	1.54%	$0.87
MSFT	0.04%	0.66%	$3
HST	0.03%	3.55%	$0.78
UBSG.ZU	0.03%	2.25%	$0.64
D	0.03%	4.34%	$2.67
TSM	0.03%	0.84%	$1.74
FORTUM.HE	0.02%	8.6%	$1.15
B	0.02%	1.35%	$0.4
EQT	0.02%	1.12%	$0.62
GS	0.02%	1.65%	$11
FCX	0.02%	1.51%	$0.6
GAW.L	0.02%	3.93%	$5.5
JPM	0.02%	1.79%	$4.4
ETN	0.02%	1.09%	$3.6
CDI.PA	0.01%	2.49%	$13
NOVO-B.CO	0.01%	3.08%	$9.4
ROCKB.CO	0.01%	2.67%	$43
PRY.MI	0.01%	0.92%	$0.7
GRMN	0.01%	1.4%	$3.71
VALE	0.01%	6.6%	$1.33
GOOG	0.01%	0.33%	$0.2
TT	0.01%	0.86%	$3.27
NEE	0.01%	2.77%	$1.97
AGRO	0.01%	4.48%	$0.33
ORK.OL	0.01%	3.89%	$3
NEX.PA	0.01%	1.98%	$2.3
NHY.OL	0.01%	3.25%	$2.5
01211.HK	0.01%	1.32%	$3.41
UI	0.01%	0.39%	$2.4
LMT	0.01%	2.62%	$12.45
WY	0.01%	3.3%	$0.78
RHM.DE	0.01%	0.41%	$5.7
ASML.NV	0.01%	0.74%	$6.1
LDOS	0.01%	0.82%	$1.5
SW	0.01%	3.8%	$1.18
HAS	0.01%	3.69%	$2.8
SU.PA	0.01%	1.56%	$3.5
AAPL	0.01%	0.4%	$0.97
SIE.DE	0.01%	2.16%	$4.7
META	0.01%	0.36%	$1
NOC	0.01%	1.43%	$7.67
CEG	0.01%	0.42%	-
VRSK	0%	0.7%	$1.46
V	0%	0.67%	$2.01
BLK	0%	1.79%	$20.2
MC.PA	0%	2.36%	$13
ASML	0%	0.59%	$5.57
SMSN.L	0%	1.31%	$23.68
NDA.DE	0%	1.35%	$1.4
CRM	0%	0.69%	$0.4
0700.HK	0%	0.67%	$3.4
CARR	0%	1.45%	$0.76
INTU	0%	0.64%	$3.6
GOOGL	0%	0.33%	$0.2
BABA	0%	0.55%	$0.98
C	0%	2.33%	$2.12
NVTKL.L	0%	109.46%	-
NVO	0%	2.06%	$0.98
AVGO	0%	0.7%	$19.7
MU	0%	0.24%	$0.46
WAB	0%	0.47%	$0.74
AXP	0%	0.96%	$2.6
KER.PA	0%	2.02%	$14
0968.HK	0%	1.1%	$0.23
NVDA	0%	0.02%	$0.02
LUV	0%	2.21%	$0.72
QCOM	0%	2.06%	$3.25
BKNG	0%	0.69%	$17.5
INTC	0%	0.34%	$0.5
AIR.PA	0%	0.98%	$1.8

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Ex-Dividend	Oct 6, 2025	$1.50
CRM	Pay Day	Oct 9, 2025	$0.42
INTU	Ex-Dividend	Oct 9, 2025	$1.20
AXP	Ex-Dividend	Oct 10, 2025	$0.82
0968.HK	Pay Day	Oct 10, 2025	$0.00
FCX	Ex-Dividend	Oct 15, 2025	$0.15
HST	Pay Day	Oct 15, 2025	$0.20
INTU	Pay Day	Oct 17, 2025	$1.20
MU	Pay Day	Oct 21, 2025	$0.12
JPM	Pay Day	Oct 31, 2025	$1.50
FCX	Pay Day	Nov 3, 2025	$0.15
AXP	Pay Day	Nov 10, 2025	$0.82
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
CDI.PA	Ex-Dividend	Dec 2, 2025	$7.07
MC.PA	Pay Day	Dec 4, 2025	$6.47
CDI.PA	Pay Day	Dec 4, 2025	$7.07
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
GRMN	Ex-Dividend	Dec 12, 2025	$0.90
INDA	Pay Day	Dec 20, 2025	$0.00
GRMN	Pay Day	Dec 26, 2025	$0.90
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 3.4/10

Beta

0.86

0.86

0

0.8

1.2

0

2

Sharpe Ratio

0.3

0.3

0

0.5

1

1.5

1.5

Sortino Ratio

0.46

0.46

0

1

2

3

3

Jensen's Alpha

-3.8

-3.8

-4

0

2

4.5

4.5

Omega Ratio

0.73

0.73

0

1

1.5

2.5

2.5

Treynor Ratio

0.6

0.6

0

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0.2

0.2

0

0.3

0.6

1

1

Beta

0.86

0.86

0

0.8

1.2

0

2

Sharpe Ratio

0.3

0.3

0

0.5

1

1.5

1.5

Sortino Ratio

0.46

0.46

0

1

2

3

3

Jensen's Alpha

-3.8

-3.8

-4

0

2

4.5

4.5

Omega Ratio

0.73

0.73

0

1

1.5

2.5

2.5

Treynor Ratio

0.6

0.6

0

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0.2

0.2

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.14

High:

PLTR

575.17

Low:

NET

-640.09

Details

PEG Ratio

762.81

High:

AAPL

26,662.13

Low:

TEAM

-1,010.26

Details

Price/Book

11.78

High:

RBLX

240.77

Low:

BKNG

-26.39

Details

Price/Sales

9.75

High:

PLTR

128.92

Low:

CNC

0.11

Details

Price/CF

25.24

High:

TTWO

434.3

Low:

UBI.PA

1.45

Details

Price/FCF

53.22

High:

RHM.DE

5,198.92

Low:

UBI.PA

1.49

Details

P/E Ratio

37.14

High:

PLTR

575.17

Low:

NET

-640.09

Details

PEG Ratio

762.81

High:

AAPL

26,662.13

Low:

TEAM

-1,010.26

Details

Price/Book

11.78

High:

RBLX

240.77

Low:

BKNG

-26.39

Details

Price/Sales

9.75

High:

PLTR

128.92

Low:

CNC

0.11

Details

Price/CF

25.24

High:

TTWO

434.3

Low:

UBI.PA

1.45

Details

Price/FCF

53.22

High:

RHM.DE

5,198.92

Low:

UBI.PA

1.49

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-35.79%	Nov 2021	Jun 2025	43
-14.72%	Feb 2020	Nov 2020	9
-6.11%	Sep 2021	Oct 2021	1
-1.26%	May 2021	Jun 2021	1
-0.93%	Jul 2021	Aug 2021	1
-0.25%	Mar 2021	Apr 2021	1

Monthly Performance