Portfolio of PBert08 on eToro

PBert08

🇪🇸 Multi-Strategy Stock 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

+0.37%

Today

-6.31%

This Month

-3.52%

Year To Date

+35.7%

2 Years

+49.86%

5 Years

+4.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
18.39%
🍞 Consumer Non Durables
12.87%
💻 Electronic Technology
12.44%
🖥️ Technology Services
11.01%
🛍️ Retail Trade
8.72%
🧬 Health Technology
8.11%
🛠️ Producer Manufacturing
6.08%
📡 Communications
3.89%
💰 Finance
3.16%
💵 Cash
2.36%
🏥 Health Services
2.33%
📊 ETFs
2.27%
⛏️ Energy Minerals
1.98%
💼 Commercial Services
1.83%
🚗 Consumer Durables
1.1%
💇‍♀️ Consumer Services
1.07%
🪨 Non Energy Minerals
0.99%
🏭 Industrial Services
0.92%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.64%
🌍 Digital Currency
18.39%
🇺🇸 Nasdaq
18.16%
🇬🇧 LSE
8.74%
🇭🇰 Hong Kong Exchanges
5.39%
🇨🇭 SIX
3.3%
🇪🇸 Bolsa De Madrid
2.93%
🇩🇪 FRA
1.32%
🇫🇷 Euronext Paris
0.83%
🇩🇰 Copenhagen Stock Exchange
0.46%

Countries Breakdown

Country
Total

🇺🇸 United States
45.96%
🇨🇳 China
11.69%
🇰🇷 South Korea
8.74%
🇨🇭 Switzerland
4.56%
🇪🇸 Spain
2.93%
🇩🇪 Germany
1.32%
🇫🇷 France
0.83%
🇩🇰 Denmark
0.46%

Dividends

Dividend Yield

1.77%

28 out of 50 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.53%	7.63%	$1.66
SMSN.L	0.22%	2.48%	$23.68
NKE	0.13%	2.76%	$1.45
VZ	0.12%	6.13%	$2.66
NESN.ZU	0.11%	3.47%	$3
JD.US	0.07%	2.82%	$0.74
OVV	0.07%	3.55%	$1.2
GFC.PA	0.05%	6.07%	$5.3
KMB	0.05%	3.45%	$4.8
VNA.DE	0.04%	3.16%	$0.9
HDV	0.04%	3.37%	-
CI	0.04%	1.73%	$5.26
01211.HK	0.04%	1.09%	$3.41
DE	0.04%	1.37%	$5.76
XLRE	0.04%	3.33%	-
BABA	0.03%	0.9%	$0.98
ANA.MC	0.03%	3.42%	$3.65
EQIX	0.02%	2.21%	$16.19
PG	0.02%	2.39%	$3.83
0700.HK	0.02%	0.98%	$3.4
DIS	0.01%	1.18%	$0.75
NOVO-B.CO	0.01%	2.73%	$9.4
AVGO	0.01%	1.31%	$19.7
GOOG	0.01%	0.52%	$0.2
MLM	0.01%	0.63%	$2.96
CLNX.MC	0%	0.18%	$0.06
TMO	0%	0.37%	$1.48
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
JD.US	Pay Day	Apr 29, 2025	$1.00
VZ	Pay Day	May 1, 2025	$0.68
DE	Pay Day	May 8, 2025	$1.62
PG	Pay Day	May 15, 2025	$1.06
0700.HK	Ex-Dividend	May 16, 2025	$0.58
0700.HK	Pay Day	May 30, 2025	$0.58
HDV	Pay Day	Jun 17, 2025	$0.93
DIS	Ex-Dividend	Jun 24, 2025	$0.50
GFC.PA	Ex-Dividend	Jul 2, 2025	$2.86
GFC.PA	Pay Day	Jul 4, 2025	$2.86
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 3/10

Beta

1.85

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-6.58

-7

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.52

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Beta

1.85

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-6.58

-7

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.52

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.89

High:

TSLA

118.42

Low:

CLNX.MC

-875.94

Details

PEG Ratio

29.03

High:

541.29

Low:

CLNX.MC

-967.62

Details

Price/Book

3.85

High:

KMB

56.41

Low:

FICO

-40.99

Details

Price/Sales

3.03

High:

FICO

26.69

Low:

JD.US

0.33

Details

Price/CF

15.24

High:

TSLA

95.18

Low:

OVV

2.89

Details

Price/FCF

42.29

High:

CLNX.MC

6,956.36

Low:

JD.US

9.2

Details

P/E Ratio

22.89

High:

TSLA

118.42

Low:

CLNX.MC

-875.94

Details

Worst Drawdowns

Depth	Start	End	Total months
-56.28%	Nov 2021	-	42
-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
18.39%
🍞 Consumer Non Durables
12.87%
💻 Electronic Technology
12.44%
🖥️ Technology Services
11.01%
🛍️ Retail Trade
8.72%
🧬 Health Technology
8.11%
🛠️ Producer Manufacturing
6.08%
📡 Communications
3.89%
💰 Finance
3.16%
💵 Cash
2.36%
🏥 Health Services
2.33%
📊 ETFs
2.27%
⛏️ Energy Minerals
1.98%
💼 Commercial Services
1.83%
🚗 Consumer Durables
1.1%
💇‍♀️ Consumer Services
1.07%
🪨 Non Energy Minerals
0.99%
🏭 Industrial Services
0.92%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.64%
🌍 Digital Currency
18.39%
🇺🇸 Nasdaq
18.16%
🇬🇧 LSE
8.74%
🇭🇰 Hong Kong Exchanges
5.39%
🇨🇭 SIX
3.3%
🇪🇸 Bolsa De Madrid
2.93%
🇩🇪 FRA
1.32%
🇫🇷 Euronext Paris
0.83%
🇩🇰 Copenhagen Stock Exchange
0.46%

Countries Breakdown

Country
Total

🇺🇸 United States
45.96%
🇨🇳 China
11.69%
🇰🇷 South Korea
8.74%
🇨🇭 Switzerland
4.56%
🇪🇸 Spain
2.93%
🇩🇪 Germany
1.32%
🇫🇷 France
0.83%
🇩🇰 Denmark
0.46%

Dividends

Dividend Yield

1.77%

28 out of 50 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.53%	7.63%	$1.66
SMSN.L	0.22%	2.48%	$23.68
NKE	0.13%	2.76%	$1.45
VZ	0.12%	6.13%	$2.66
NESN.ZU	0.11%	3.47%	$3
JD.US	0.07%	2.82%	$0.74
OVV	0.07%	3.55%	$1.2
GFC.PA	0.05%	6.07%	$5.3
KMB	0.05%	3.45%	$4.8
VNA.DE	0.04%	3.16%	$0.9
HDV	0.04%	3.37%	-
CI	0.04%	1.73%	$5.26
01211.HK	0.04%	1.09%	$3.41
DE	0.04%	1.37%	$5.76
XLRE	0.04%	3.33%	-
BABA	0.03%	0.9%	$0.98
ANA.MC	0.03%	3.42%	$3.65
EQIX	0.02%	2.21%	$16.19
PG	0.02%	2.39%	$3.83
0700.HK	0.02%	0.98%	$3.4
DIS	0.01%	1.18%	$0.75
NOVO-B.CO	0.01%	2.73%	$9.4
AVGO	0.01%	1.31%	$19.7
GOOG	0.01%	0.52%	$0.2
MLM	0.01%	0.63%	$2.96
CLNX.MC	0%	0.18%	$0.06
TMO	0%	0.37%	$1.48
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
JD.US	Pay Day	Apr 29, 2025	$1.00
VZ	Pay Day	May 1, 2025	$0.68
DE	Pay Day	May 8, 2025	$1.62
PG	Pay Day	May 15, 2025	$1.06
0700.HK	Ex-Dividend	May 16, 2025	$0.58
0700.HK	Pay Day	May 30, 2025	$0.58
HDV	Pay Day	Jun 17, 2025	$0.93
DIS	Ex-Dividend	Jun 24, 2025	$0.50
GFC.PA	Ex-Dividend	Jul 2, 2025	$2.86
GFC.PA	Pay Day	Jul 4, 2025	$2.86
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 3/10

Beta

1.85

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-6.58

-7

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.52

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Beta

1.85

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-6.58

-7

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

0.52

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.89

High:

TSLA

118.42

Low:

CLNX.MC

-875.94

Details

29.03

High:

541.29

Low:

CLNX.MC

-967.62

Details

Price/Book

3.85

High:

KMB

56.41

Low:

FICO

-40.99

Details

Price/Sales

3.03

High:

FICO

26.69

Low:

JD.US

0.33

Details

Price/CF

15.24

High:

TSLA

95.18

Low:

OVV

2.89

Details

Price/FCF

42.29

High:

CLNX.MC

6,956.36

Low:

JD.US

9.2

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