Portfolio of PERSONAL61 on eToro

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PERSONAL61

🇫🇷 Stock and Copy Trading Investor.

4 copiers.

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

Effective Portfolio

Summary

+0.25%

Today

+4.7%

This Month

+16.98%

Year To Date

+45.15%

2 Years

+129.57%

5 Years

+14.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

👥 Copy Trading
33.09%
💰 Finance
14.67%
🍞 Consumer Non Durables
9.6%
🪙 Cryptocurrencies
8.91%
🖥️ Technology Services
5.25%
💵 Cash
4.99%
⛏️ Energy Minerals
4.33%
🏭 Industrial Services
3.32%
📊 ETFs
3.02%
💻 Electronic Technology
2.8%
🚗 Consumer Durables
1.9%
🧬 Health Technology
1.48%
⚡ Utilities
1.17%
💇‍♀️ Consumer Services
1.02%
🛠️ Producer Manufacturing
0.9%
📡 Communications
0.7%
🏥 Health Services
0.59%
🚚 Transportation
0.56%
🪨 Non Energy Minerals
0.35%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
24.17%
🇺🇸 Nasdaq
20.58%
🌍 Digital Currency
13.86%
🇮🇹 Borsa Italiana
11.5%
🇬🇧 LSE
6.64%
🇫🇷 Euronext Paris
5.61%
🇩🇪 FRA
2.71%
🇳🇱 Euronext Amsterdam
2.28%
🇸🇪 Stockholm Stock Exchange
2.04%
🇨🇭 SIX
1.96%
🇪🇸 Bolsa De Madrid
1.15%
🇳🇴 Oslo Stock Exchange
0.19%
🇫🇮 Helsinki Stock Exchange
0.14%

Countries Breakdown

Country
Total

🇺🇸 United States
37.45%
🇮🇹 Italy
11.61%
🇫🇷 France
5.61%
🇬🇧 United Kingdom
3.44%
🇳🇱 Netherlands
2.78%
🇩🇪 Germany
2.71%
🇨🇭 Switzerland
2.18%
🇫🇮 Finland
1.44%
🇮🇱 Israel
1.27%
🇪🇸 Spain
1.15%
🇸🇪 Sweden
0.74%
🇨🇳 China
0.6%
🇨🇦 Canada
0.38%
🇱🇺 Luxembourg
0.35%
🇦🇺 Australia
0.35%
🇹🇼 Taiwan
0.22%
🇳🇴 Norway
0.19%
🇺🇾 Uruguay
0.09%
🇮🇪 Ireland
0.04%

Dividends

Dividend Yield

2.55%

62 out of 75 instruments pay dividend.

18 dividend payments in the next 30 days.

Highest Dividend: $ZIM (48.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.27%	48.61%	$0.23
Italian-Heritage	0.25%	4.85%	-
ISP.MI	0.1%	6.94%	$0.3
NDA_SE.ST	0.1%	7.74%	$10.62
ET	0.07%	7.49%	$1.25
PST.MI	0.07%	5.91%	$0.8
UNI.MI	0.06%	5.11%	$0.38
ABN.NV	0.06%	5.59%	$1.51
HSBA.L	0.06%	5.41%	$0.49
AM	0.06%	5.23%	$0.9
F	0.06%	6.69%	$0.78
MO	0.06%	6.88%	$3.92
EPD	0.06%	6.85%	$2.03
LGEN.L	0.05%	8.42%	$0.2
G.MI	0.05%	4.54%	$1.28
EuropeTech	0.05%	1.36%	-
SWED-A.ST	0.05%	8.61%	$15.15
ENI.MI	0.05%	7.21%	$0.94
ALV.DE	0.05%	4.53%	$13.8
ENEL.MI	0.05%	6.01%	$0.43
TTE.PA	0.04%	6.1%	$3.06
AV.L	0.04%	5.67%	$0.33
XOM	0.04%	3.62%	$3.76
CVX	0.04%	4.45%	$6.28
NYMT	0.04%	11.65%	$1
REP.MC	0.04%	6.04%	$0.73
BGS	0.03%	16.8%	$0.76
SAN.PA	0.03%	4.75%	$3.76
AGNC	0.03%	15.44%	$1.44
PEP	0.03%	3.77%	$5.15
LI.PA	0.03%	5.61%	$1.8
RMS.PA	0.03%	1.13%	$25
MAIN	0.03%	4.66%	$2.85
KO	0.03%	2.9%	$1.89
JNJ	0.03%	3.04%	$4.81
ValueGurus	0.02%	0.73%	-
KMB	0.02%	3.87%	$4.8
MCD	0.02%	2.35%	$6.53
UBSG.ZU	0.02%	2.51%	$0.64
BGN.MI	0.02%	6.03%	$2.2
PG	0.02%	2.62%	$3.83
ENB	0.02%	5.72%	$2.66
ULVR.L	0.02%	3.38%	$1.47
CL	0.02%	2.31%	$1.96
NTGY.MC	0.02%	4.7%	$1.13
T	0.02%	4.07%	$1.11
OR.PA	0.02%	1.91%	$6.6
NESN.ZU	0.02%	3.94%	$3
MSFT	0.02%	0.66%	$3
BHP	0.02%	4.46%	$3.01
II-Disruptive	0.02%	0.37%	-
MPW	0.02%	7.32%	$0.6
Magnificent-7	0.02%	0.3%	-
FRE.DE	0.01%	2.4%	-
DVN	0.01%	3.47%	$2.05
EMR	0.01%	1.46%	$2.1
VGT	0.01%	0.52%	-
GOOG	0.01%	0.42%	$0.2
CFR.ZU	0.01%	2.14%	$2.75
AI-Revolution	0.01%	0.22%	-
QQQ	0.01%	0.58%	-
SNRE	-0.01%	-6.85%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
AM	Ex-Dividend	Jul 23, 2025	$0.22
ENEL.MI (Italian-Heritage)	Pay Day	Jul 23, 2025	$0.28
ORCL (II-Disruptive)	Pay Day	Jul 24, 2025	$0.50
GE (AI-Revolution)	Pay Day	Jul 25, 2025	$0.36
ASML.NV (II-Disruptive)	Ex-Dividend	Jul 28, 2025	$1.87
ASML.NV (EuropeTech)	Ex-Dividend	Jul 28, 2025	$1.87
NYMT	Pay Day	Jul 30, 2025	$0.20
BGS	Pay Day	Jul 30, 2025	$0.19
AGNC	Ex-Dividend	Jul 31, 2025	$0.12
EPD	Ex-Dividend	Jul 31, 2025	$0.55
T	Pay Day	Aug 1, 2025	$0.28
AM	Pay Day	Aug 6, 2025	$0.22
ASML.NV (II-Disruptive)	Pay Day	Aug 6, 2025	$1.87
ASML.NV (EuropeTech)	Pay Day	Aug 6, 2025	$1.87
MAIN	Ex-Dividend	Aug 8, 2025	$0.26
MA (II-Disruptive)	Pay Day	Aug 8, 2025	$0.76
MA (ValueGurus)	Pay Day	Aug 8, 2025	$0.76
AGNC	Pay Day	Aug 11, 2025	$0.12
EPD	Pay Day	Aug 14, 2025	$0.55
PG	Pay Day	Aug 15, 2025	$1.06
CL	Pay Day	Aug 15, 2025	$0.52
ENB	Ex-Dividend	Aug 15, 2025	$0.68
MAIN	Pay Day	Aug 15, 2025	$0.26
ACN (AI-Revolution)	Pay Day	Aug 15, 2025	$1.48
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MSFT (AI-Revolution)	Ex-Dividend	Aug 21, 2025	$0.83
MSFT (II-Disruptive)	Ex-Dividend	Aug 21, 2025	$0.83
MSFT (Magnificent-7)	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
PAYX (II-Disruptive)	Pay Day	Aug 29, 2025	$1.08
IBKR (ValueGurus)	Ex-Dividend	Aug 29, 2025	$0.08
ENB	Pay Day	Sep 1, 2025	$0.68
JNJ	Pay Day	Sep 9, 2025	$1.30
ELV (ValueGurus)	Ex-Dividend	Sep 10, 2025	$1.71
MSFT	Pay Day	Sep 11, 2025	$0.83
MSFT (AI-Revolution)	Pay Day	Sep 11, 2025	$0.83
MSFT (II-Disruptive)	Pay Day	Sep 11, 2025	$0.83
MSFT (Magnificent-7)	Pay Day	Sep 11, 2025	$0.83
IBKR (ValueGurus)	Pay Day	Sep 12, 2025	$0.08
KO	Ex-Dividend	Sep 15, 2025	$0.51
TSM (AI-Revolution)	Ex-Dividend	Sep 16, 2025	$0.82
TSM (II-Disruptive)	Ex-Dividend	Sep 16, 2025	$0.82
ELV (ValueGurus)	Pay Day	Sep 25, 2025	$1.71
ERIC-B.ST (EuropeTech)	Ex-Dividend	Sep 26, 2025	$0.14
KO	Pay Day	Oct 1, 2025	$0.51
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
ERIC-B.ST (EuropeTech)	Pay Day	Oct 2, 2025	$0.14
TTE.PA	Pay Day	Oct 3, 2025	$0.97
TSM (AI-Revolution)	Pay Day	Oct 9, 2025	$0.82
TSM (II-Disruptive)	Pay Day	Oct 9, 2025	$0.82
BGN.MI	Ex-Dividend	Feb 23, 2026	$0.70
BGN.MI	Pay Day	Feb 25, 2026	$0.70

Performance Metrics

Score 5.6/10

Beta

0.93

0.93

0

0.8

1.2

0

2

Sharpe Ratio

0.67

0.67

0

0.5

1

1.5

1.5

Sortino Ratio

1.1

1.1

0

1

2

3

3

Jensen's Alpha

1.04

1.04

-2

0

2

4.5

4.5

Omega Ratio

1.02

1.02

0

1

1.5

2.5

2.5

Treynor Ratio

1.07

1.07

0

0.75

1.25

2

2

Information Ratio

0.02

0.02

0

0.3

0.6

1

1

Calmar Ratio

0.56

0.56

0

0.3

0.6

1

1

Beta

0.93

0.93

0

0.8

1.2

0

2

Sharpe Ratio

0.67

0.67

0

0.5

1

1.5

1.5

Sortino Ratio

1.1

1.1

0

1

2

3

3

Jensen's Alpha

1.04

1.04

-2

0

2

4.5

4.5

Omega Ratio

1.02

1.02

0

1

1.5

2.5

2.5

Treynor Ratio

1.07

1.07

0

0.75

1.25

2

2

Information Ratio

0.02

0.02

0

0.3

0.6

1

1

Calmar Ratio

0.56

0.56

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.58

High:

TSLA

180.65

Low:

NYMT

-116.84

Details

PEG Ratio

559.35

High:

KO

10,007.14

Low:

QS

-212.5

Details

Price/Book

4.97

High:

CL

193.43

Low:

MCD

-61.22

Details

Price/Sales

4.78

High:

RGTI

526.56

Low:

QS

-

Details

Price/CF

14.52

High:

KO

282.33

Low:

ZIM

0.46

Details

Price/FCF

32.08

High:

PEP

5,253.35

Low:

ZIM

0.6

Details

P/E Ratio

26.58

High:

TSLA

180.65

Low:

NYMT

-116.84

Details

PEG Ratio

559.35

High:

KO

10,007.14

Low:

QS

-212.5

Details

Price/Book

4.97

High:

CL

193.43

Low:

MCD

-61.22

Details

Price/Sales

4.78

High:

RGTI

526.56

Low:

QS

-

Details

Price/CF

14.52

High:

KO

282.33

Low:

ZIM

0.46

Details

Price/FCF

32.08

High:

PEP

5,253.35

Low:

ZIM

0.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.62%	Nov 2021	Feb 2024	27
-21.59%	Feb 2020	Nov 2020	9
-5.11%	Feb 2025	May 2025	3
-4.15%	Sep 2021	Oct 2021	1
-2.88%	Apr 2024	May 2024	1
-1.56%	Dec 2024	Jan 2025	1
-1.36%	Jun 2021	Jul 2021	1
-1.03%	Oct 2024	Nov 2024	1
-0.09%	Aug 2024	Sep 2024	1

Monthly Performance