Portfolio of PBert08 on eToro

PBert08

🇪🇸 Stock and Crypto Multi-Strategy Investor.

14 copiers.

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

Summary

+0.1%

Today

+7.36%

This Month

+17.4%

Year To Date

+38.88%

2 Years

+24.83%

5 Years

+8.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
16.61%
🍞 Consumer Non Durables
12.79%
💻 Electronic Technology
11.11%
🖥️ Technology Services
9.24%
🧬 Health Technology
8.67%
🛍️ Retail Trade
8%
💵 Cash
7.15%
💰 Finance
5.56%
🛠️ Producer Manufacturing
5.29%
📡 Communications
3.08%
💼 Commercial Services
2.82%
📊 ETFs
1.93%
⛏️ Energy Minerals
1.88%
📈 Indexes
1.35%
💇‍♀️ Consumer Services
1.25%
🚗 Consumer Durables
1.22%
🏭 Industrial Services
1.09%
🪨 Non Energy Minerals
0.93%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.21%
🇺🇸 Nasdaq
18.18%
🌍 Digital Currency
16.61%
🇬🇧 LSE
7.47%
🇭🇰 Hong Kong Exchanges
4.76%
🇪🇸 Bolsa De Madrid
2.68%
🇨🇭 SIX
2.4%
🌍 CFD
1.35%
🇩🇪 FRA
1.11%
🇫🇷 Euronext Paris
0.68%
🇩🇰 Copenhagen Stock Exchange
0.38%

Countries Breakdown

Country
Total

🇺🇸 United States
46.78%
🇨🇳 China
10.17%
🇰🇷 South Korea
7.47%
🇨🇭 Switzerland
3.68%
🇪🇸 Spain
2.68%
🇩🇪 Germany
1.11%
🇫🇷 France
0.68%
🇩🇰 Denmark
0.38%

Dividends

Dividend Yield

1.47%

29 out of 53 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.02%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.44%	7.02%	$1.66
SMSN.L	0.14%	1.9%	$23.68
NKE	0.13%	2.12%	$1.45
NESN.ZU	0.1%	3.96%	$3
VZ	0.09%	6.35%	$2.66
JD.US	0.06%	2.93%	$0.74
OVV	0.06%	3.07%	$1.2
VNA.DE	0.05%	4.26%	$0.9
GFC.PA	0.04%	6.13%	$5.3
KMB	0.04%	3.91%	$4.8
HDV	0.04%	3.5%	-
01211.HK	0.03%	1.14%	$3.41
DE	0.03%	1.27%	$5.76
XLRE	0.03%	3.34%	-
BABA	0.03%	0.86%	$0.98
ANA.MC	0.03%	2.61%	$3.65
CI	0.03%	1.98%	$5.26
EQIX	0.02%	2.27%	$16.19
PG	0.01%	2.66%	$3.83
0700.HK	0.01%	0.87%	$3.4
NOVO-B.CO	0.01%	2.77%	$9.4
DIS	0.01%	0.83%	$0.75
AVGO	0.01%	0.8%	$19.7
TMO	0.01%	0.41%	$1.48
AXP	0.01%	1%	$2.6
GOOG	0.01%	0.42%	$0.2
MLM	0.01%	0.56%	$2.96
CLNX.MC	0%	0.18%	$0.06
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
01211.HK	Pay Day	Jul 29, 2025	$0.55
VZ	Pay Day	Aug 1, 2025	$0.68
AXP	Pay Day	Aug 8, 2025	$0.82
DE	Pay Day	Aug 8, 2025	$1.62
PG	Pay Day	Aug 15, 2025	$1.06
PFE	Pay Day	Sep 2, 2025	$0.43
TMO	Ex-Dividend	Sep 15, 2025	$0.43
TMO	Pay Day	Oct 15, 2025	$0.43

Performance Metrics

Score 3/10

Beta

1.82

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.09

-9

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.02

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Beta

1.82

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.09

-9

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.02

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.4

High:

TSLA

181.29

Low:

CLNX.MC

-607.58

Details

PEG Ratio

54.64

High:

898.61

Low:

CLNX.MC

-719.65

Details

Price/Book

4.8

High:

NVDA

50.15

Low:

FICO

-33.4

Details

Price/Sales

4.08

High:

NVDA

28.57

Low:

JD.US

0.31

Details

Price/CF

16.28

High:

FICO

64.23

Low:

OVV

2.89

Details

Price/FCF

40.86

High:

CLNX.MC

6,956.36

Low:

OVV

8.78

Details

P/E Ratio

28.4

High:

TSLA

181.29

Low:

CLNX.MC

-607.58

Details

Worst Drawdowns

Depth	Start	End	Total months
-56.28%	Nov 2021	-	45
-38.01%	Mar 2020	May 2020	2
-18.17%	Sep 2020	Jan 2021	4
-8.23%	Sep 2021	Oct 2021	1
-5.95%	Jun 2020	Jul 2020	1
-1.83%	May 2021	Jun 2021	1
-1.57%	Jul 2021	Aug 2021	1
-1.33%	Mar 2021	Apr 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
16.61%
🍞 Consumer Non Durables
12.79%
💻 Electronic Technology
11.11%
🖥️ Technology Services
9.24%
🧬 Health Technology
8.67%
🛍️ Retail Trade
8%
💵 Cash
7.15%
💰 Finance
5.56%
🛠️ Producer Manufacturing
5.29%
📡 Communications
3.08%
💼 Commercial Services
2.82%
📊 ETFs
1.93%
⛏️ Energy Minerals
1.88%
📈 Indexes
1.35%
💇‍♀️ Consumer Services
1.25%
🚗 Consumer Durables
1.22%
🏭 Industrial Services
1.09%
🪨 Non Energy Minerals
0.93%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.21%
🇺🇸 Nasdaq
18.18%
🌍 Digital Currency
16.61%
🇬🇧 LSE
7.47%
🇭🇰 Hong Kong Exchanges
4.76%
🇪🇸 Bolsa De Madrid
2.68%
🇨🇭 SIX
2.4%
🌍 CFD
1.35%
🇩🇪 FRA
1.11%
🇫🇷 Euronext Paris
0.68%
🇩🇰 Copenhagen Stock Exchange
0.38%

Countries Breakdown

Country
Total

🇺🇸 United States
46.78%
🇨🇳 China
10.17%
🇰🇷 South Korea
7.47%
🇨🇭 Switzerland
3.68%
🇪🇸 Spain
2.68%
🇩🇪 Germany
1.11%
🇫🇷 France
0.68%
🇩🇰 Denmark
0.38%

Dividends

Dividend Yield

1.47%

29 out of 53 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.02%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.44%	7.02%	$1.66
SMSN.L	0.14%	1.9%	$23.68
NKE	0.13%	2.12%	$1.45
NESN.ZU	0.1%	3.96%	$3
VZ	0.09%	6.35%	$2.66
JD.US	0.06%	2.93%	$0.74
OVV	0.06%	3.07%	$1.2
VNA.DE	0.05%	4.26%	$0.9
GFC.PA	0.04%	6.13%	$5.3
KMB	0.04%	3.91%	$4.8
HDV	0.04%	3.5%	-
01211.HK	0.03%	1.14%	$3.41
DE	0.03%	1.27%	$5.76
XLRE	0.03%	3.34%	-
BABA	0.03%	0.86%	$0.98
ANA.MC	0.03%	2.61%	$3.65
CI	0.03%	1.98%	$5.26
EQIX	0.02%	2.27%	$16.19
PG	0.01%	2.66%	$3.83
0700.HK	0.01%	0.87%	$3.4
NOVO-B.CO	0.01%	2.77%	$9.4
DIS	0.01%	0.83%	$0.75
AVGO	0.01%	0.8%	$19.7
TMO	0.01%	0.41%	$1.48
AXP	0.01%	1%	$2.6
GOOG	0.01%	0.42%	$0.2
MLM	0.01%	0.56%	$2.96
CLNX.MC	0%	0.18%	$0.06
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
01211.HK	Pay Day	Jul 29, 2025	$0.55
VZ	Pay Day	Aug 1, 2025	$0.68
AXP	Pay Day	Aug 8, 2025	$0.82
DE	Pay Day	Aug 8, 2025	$1.62
PG	Pay Day	Aug 15, 2025	$1.06
PFE	Pay Day	Sep 2, 2025	$0.43
TMO	Ex-Dividend	Sep 15, 2025	$0.43
TMO	Pay Day	Oct 15, 2025	$0.43

Performance Metrics

Score 3/10

Beta

1.82

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.09

-9

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.02

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Beta

1.82

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.09

-9

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

0.02

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.4

High:

TSLA

181.29

Low:

CLNX.MC

-607.58

Details

54.64

High:

898.61

Low:

CLNX.MC

-719.65

Details

Price/Book

4.8

High:

NVDA

50.15

Low:

FICO

-33.4

Details

Price/Sales

4.08

High:

NVDA

28.57

Low:

JD.US

0.31

Details

Price/CF

16.28

High:

FICO

64.23

Low:

OVV

2.89

Details

Price/FCF

40.86

High:

CLNX.MC

6,956.36

Low:

OVV

8.78

Details

Depth

Start

End

Total months

-56.28%

Nov 2021

-38.01%

Mar 2020

May 2020

-18.17%

Sep 2020

Jan 2021

-8.23%

Sep 2021

Oct 2021

-5.95%

Jun 2020

Jul 2020

-1.83%

May 2021

Jun 2021

-1.57%

Jul 2021

Aug 2021

-1.33%

Mar 2021

Apr 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics