Effective portfolio of PERSONAL61 on eToro

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PERSONAL61

🇫🇷 Stock 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

+0.18%

Today

-3.21%

This Month

-3.23%

Year To Date

+25.85%

2 Years

+106.08%

5 Years

+11.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
20.22%
🖥️ Technology Services
12.66%
🍞 Consumer Non Durables
12.49%
🪙 Cryptocurrencies
10.67%
💻 Electronic Technology
6.58%
⛏️ Energy Minerals
5.09%
🧩 Miscellaneous
4.53%
🏭 Industrial Services
3.77%
💵 Cash
3.35%
📊 ETFs
2.78%
🚗 Consumer Durables
2.58%
⚡ Utilities
2.38%
📡 Communications
2%
🧬 Health Technology
1.95%
💇‍♀️ Consumer Services
1.72%
🛍️ Retail Trade
1.61%
🏥 Health Services
1.16%
🛠️ Producer Manufacturing
0.81%
🚚 Transportation
0.61%
🪨 Non Energy Minerals
0.37%
💼 Commercial Services
0.28%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
26.49%
🇺🇸 Nasdaq
18.9%
🇮🇹 Borsa Italiana
12.73%
🌍 Digital Currency
10.67%
🇬🇧 LSE
7.58%
🇫🇷 Euronext Paris
6.68%
🇩🇪 FRA
2.89%
🇸🇪 Stockholm Stock Exchange
2.27%
🇳🇱 Euronext Amsterdam
2.25%
🇨🇭 SIX
2.2%
🇪🇸 Bolsa De Madrid
1.2%
🇫🇮 Helsinki Stock Exchange
0.19%
🇳🇴 Oslo Stock Exchange
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
37.97%
🇮🇹 Italy
12.82%
🇫🇷 France
6.68%
🇬🇧 United Kingdom
4.17%
🇩🇪 Germany
2.89%
🇳🇱 Netherlands
2.67%
🇨🇭 Switzerland
2.45%
🇫🇮 Finland
1.64%
🇪🇸 Spain
1.2%
🇸🇪 Sweden
0.82%
🇮🇱 Israel
0.76%
🇨🇳 China
0.76%
🇨🇦 Canada
0.47%
🇦🇺 Australia
0.37%
🇧🇲 Bermuda
0.33%
🇱🇺 Luxembourg
0.27%
🇹🇼 Taiwan
0.2%
🇳🇴 Norway
0.18%
🇺🇾 Uruguay
0.15%
🇮🇪 Ireland
0.04%

Dividends

Dividend Yield

2.97%

110 out of 164 instruments pay dividend.

26 dividend payments in the next 30 days.

Highest Dividend: $ZIM (51.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.32%	51.78%	$0.23
ISP.MI	0.15%	7.83%	$0.3
NDA_SE.ST	0.12%	8.14%	$10.62
ET	0.09%	7.44%	$1.25
PST.MI	0.08%	5.28%	$0.8
ENI.MI	0.08%	8.14%	$0.94
ABN.NV	0.07%	7.48%	$1.51
HSBA.L	0.07%	6.53%	$0.49
AM	0.07%	5.24%	$0.9
MO	0.07%	6.95%	$3.92
F	0.07%	7.79%	$0.78
EPD	0.07%	6.83%	$2.03
G.MI	0.07%	4.15%	$1.28
ENEL.MI	0.07%	5.84%	$0.43
SWED-A.ST	0.07%	9.91%	$15.15
LGEN.L	0.07%	8.61%	$0.2
ALV.DE	0.06%	4.43%	$13.8
TTE.PA	0.05%	6.23%	$3.06
AV.L	0.05%	6.79%	$0.33
BGS	0.05%	11.48%	$0.76
XOM	0.05%	3.63%	$3.76
NYMT	0.05%	14.73%	$1
CVX	0.05%	4.79%	$6.28
REP.MC	0.04%	7.65%	$0.73
UNI.MI	0.04%	2.63%	$0.38
SAN.PA	0.04%	4.33%	$3.76
PEP	0.04%	3.79%	$5.15
AGNC	0.04%	17.27%	$1.44
LI.PA	0.04%	5.96%	$1.8
RMS.PA	0.03%	1.13%	$25
MAIN	0.03%	5.68%	$2.85
JNJ	0.03%	3.19%	$4.81
KO	0.03%	2.69%	$1.89
KMB	0.03%	3.45%	$4.8
MCD	0.03%	2.21%	$6.53
MSFT	0.03%	0.88%	$3
UBSG.ZU	0.03%	3.18%	$0.64
BGN.MI	0.03%	5.94%	$2.2
PG	0.03%	2.39%	$3.83
ENB	0.03%	5.65%	$2.66
ULVR.L	0.03%	3.09%	$1.47
MPW	0.03%	7.16%	$0.6
CL	0.02%	2.12%	$1.96
NTGY.MC	0.02%	5.09%	$1.13
T	0.02%	4.09%	$1.11
NESN.ZU	0.02%	3.47%	$3
OR.PA	0.02%	2.05%	$6.6
BAMI.MI	0.02%	7.33%	$0.56
BHP	0.02%	5.27%	$3.01
DVN	0.02%	4.12%	$2.05
FRE.DE	0.02%	2.57%	-
SRG.MI	0.02%	5.96%	$0.28
SNRE	0.02%	7%	-
UCG.MI	0.02%	4.82%	$1.8
EMR	0.01%	2.11%	$2.1
STLAM.MI	0.01%	8.22%	$1.55
KPN.NV	0.01%	4.18%	$0.15
GOOG	0.01%	0.52%	$0.2
BPE.MI	0.01%	4.52%	$0.3
VGT	0.01%	0.59%	-
FBK.MI	0.01%	4.03%	$0.69
BMPS.MI	0.01%	3.82%	$0.25
CFR.ZU	0.01%	2.02%	$2.75
ELV	0.01%	1.55%	$6.22
MONC.MI	0.01%	2.41%	$1.15
ERIC-B.ST	0.01%	3.64%	$2.7
QQQ	0.01%	0.64%	-
BABA	0.01%	0.9%	$0.98
AAPL	0.01%	0.51%	$0.97
DTE.DE	0.01%	2.83%	$0.77
NOKIA.HE	0.01%	2.87%	$0.13
LDO.MI	0.01%	1.16%	$0.28
WTW	0%	1.11%	$3.44
GOOGL	0%	0.53%	$0.2
DIS	0%	1.18%	$0.75
CAP.PA	0%	2.68%	$3.4
NXPI	0%	2.38%	$4.06
TEMN.ZU	0%	2.06%	$1.2
PRY.MI	0%	1.78%	$0.7
MA	0%	0.55%	$2.46
CRM	0%	0.65%	$0.4
AVGO	0%	1.31%	$19.7
TSM	0%	1.35%	$1.74
IFX.DE	0%	1.31%	$0.35
AMS.MC	0%	1.54%	$1
SGE.L	0%	1.75%	$0.2
G24.DE	0%	1.31%	$1.2
META	0%	0.4%	$1
ASML.NV	0%	1.14%	$6.1
BESI.NV	0%	2.32%	$2.15
WKL.NV	0%	1.55%	$2.08
IBKR	0%	0.67%	$0.55
LOGN.ZU	0%	1.98%	$1.06
PAYX	0%	2.71%	$3.65
GEN	0%	2.05%	$0.5
RACE	0%	0.7%	$2.64
SAP.DE	0%	1.04%	$2.2
ORCL	0%	1.32%	$1.6
DSY.PA	0%	0.79%	$0.23
KLAC	0%	0.99%	$5.65
AMAT	0%	1.21%	$1.44
ASM.NV	0%	0.76%	$2.75
V	0%	0.67%	$2.01
ACN	0%	2.03%	$4.99
INTU	0%	0.69%	$3.6
MU	0%	0.67%	$0.46
EA	0%	0.52%	$0.76
PRX.NV	0%	0.27%	$0.07
NVDA	0%	0.04%	$0.02
GE	0%	0.81%	$0.44

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
PRY.MI	Ex-Dividend	Apr 22, 2025	$0.84
UCG.MI	Ex-Dividend	Apr 22, 2025	$1.52
RACE	Ex-Dividend	Apr 22, 2025	$3.12
KPN.NV	Ex-Dividend	Apr 22, 2025	$0.11
ORCL	Pay Day	Apr 23, 2025	$0.50
AM	Ex-Dividend	Apr 23, 2025	$0.22
PRY.MI	Pay Day	Apr 24, 2025	$0.84
UCG.MI	Pay Day	Apr 24, 2025	$1.52
CRM	Pay Day	Apr 24, 2025	$0.42
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
QQQ	Pay Day	Apr 24, 2025	$-
GE	Pay Day	Apr 25, 2025	$0.36
HSBA.L	Pay Day	Apr 25, 2025	$0.36
ABN.NV	Ex-Dividend	Apr 25, 2025	$0.78
ASML.NV	Ex-Dividend	Apr 25, 2025	$2.10
BESI.NV	Ex-Dividend	Apr 25, 2025	$2.27
KPN.NV	Pay Day	Apr 28, 2025	$0.11
NYMT	Pay Day	Apr 28, 2025	$0.20
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
EPD	Ex-Dividend	Apr 30, 2025	$0.54
MO	Pay Day	Apr 30, 2025	$1.02
BGS	Pay Day	Apr 30, 2025	$0.19
T	Pay Day	May 1, 2025	$0.28
BESI.NV	Pay Day	May 2, 2025	$2.27
OR.PA	Ex-Dividend	May 5, 2025	$7.25
RACE	Pay Day	May 6, 2025	$3.12
ASML.NV	Pay Day	May 6, 2025	$2.10
OR.PA	Pay Day	May 7, 2025	$7.25
AM	Pay Day	May 7, 2025	$0.22
MAIN	Ex-Dividend	May 8, 2025	$0.25
MA	Pay Day	May 9, 2025	$0.76
AGNC	Pay Day	May 9, 2025	$0.12
SAN.PA	Ex-Dividend	May 12, 2025	$4.26
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
SAN.PA	Pay Day	May 14, 2025	$4.26
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
CL	Pay Day	May 15, 2025	$0.52
ACN	Pay Day	May 15, 2025	$1.48
MAIN	Pay Day	May 15, 2025	$0.25
SAP.DE	Pay Day	May 16, 2025	$2.35
BPE.MI	Ex-Dividend	May 19, 2025	$0.65
G.MI	Ex-Dividend	May 19, 2025	$1.55
ISP.MI	Ex-Dividend	May 19, 2025	$0.18
MONC.MI	Ex-Dividend	May 19, 2025	$1.42
SPM.MI	Ex-Dividend	May 19, 2025	$0.19
NEXI.MI	Ex-Dividend	May 19, 2025	$0.26
BMPS.MI	Ex-Dividend	May 19, 2025	$0.98
BGN.MI	Ex-Dividend	May 19, 2025	$2.32
BAMI.MI	Ex-Dividend	May 19, 2025	$0.62
WKL.NV	Ex-Dividend	May 19, 2025	$1.58
CAP.PA	Ex-Dividend	May 20, 2025	$3.56
BPE.MI	Pay Day	May 21, 2025	$0.65
G.MI	Pay Day	May 21, 2025	$1.55
ISP.MI	Pay Day	May 21, 2025	$0.18
MONC.MI	Pay Day	May 21, 2025	$1.42
SPM.MI	Pay Day	May 21, 2025	$0.19
NEXI.MI	Pay Day	May 21, 2025	$0.26
BMPS.MI	Pay Day	May 21, 2025	$0.98
BGN.MI	Pay Day	May 21, 2025	$2.32
BAMI.MI	Pay Day	May 21, 2025	$0.62
CAP.PA	Pay Day	May 22, 2025	$3.56
AMAT	Ex-Dividend	May 22, 2025	$0.46
ABN.NV	Pay Day	May 23, 2025	$0.78
DSY.PA	Ex-Dividend	May 26, 2025	$0.28
JNJ	Ex-Dividend	May 27, 2025	$1.30
DSY.PA	Pay Day	May 28, 2025	$0.28
IBKR	Ex-Dividend	May 30, 2025	$0.32
LGEN.L	Pay Day	Jun 5, 2025	$0.20
JNJ	Pay Day	Jun 10, 2025	$1.30
WKL.NV	Pay Day	Jun 11, 2025	$1.58
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
IBKR	Pay Day	Jun 13, 2025	$0.32
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
SRG.MI	Ex-Dividend	Jun 23, 2025	$0.20
PST.MI	Ex-Dividend	Jun 23, 2025	$0.81
DIS	Ex-Dividend	Jun 24, 2025	$0.50
LDO.MI	Pay Day	Jun 25, 2025	$0.56
SRG.MI	Pay Day	Jun 25, 2025	$0.20
PST.MI	Pay Day	Jun 25, 2025	$0.81
TTE.PA	Pay Day	Jul 1, 2025	$0.88
LI.PA	Ex-Dividend	Jul 8, 2025	$0.96
TSM	Pay Day	Jul 10, 2025	$0.68
LI.PA	Pay Day	Jul 10, 2025	$0.96
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
ERIC-B.ST	Ex-Dividend	Sep 26, 2025	$0.14
ERIC-B.ST	Pay Day	Oct 2, 2025	$0.14

Performance Metrics

Score 5.2/10

Beta

0.93

0.93

0

0.8

1.2

0

2

Sharpe Ratio

0.59

0.59

0

0.5

1

1.5

1.5

Sortino Ratio

0.96

0.96

0

1

2

3

3

Jensen's Alpha

0.74

0.74

-2

0

2

4.5

4.5

Omega Ratio

1

1

0

1

1.5

2.5

2.5

Treynor Ratio

0.95

0.95

0

0.75

1.25

2

2

Information Ratio

0

0

-1

0.3

0.6

1

1

Calmar Ratio

0.49

0.49

0

0.3

0.6

1

1

Beta

0.93

0.93

0

0.8

1.2

0

2

Sharpe Ratio

0.59

0.59

0

0.5

1

1.5

1.5

Sortino Ratio

0.96

0.96

0

1

2

3

3

Jensen's Alpha

0.74

0.74

-2

0

2

4.5

4.5

Omega Ratio

1

1

0

1

1.5

2.5

2.5

Treynor Ratio

0.95

0.95

0

0.75

1.25

2

2

Information Ratio

0

0

-1

0.3

0.6

1

1

Calmar Ratio

0.49

0.49

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.06

High:

PLTR

495.93

Low:

CRWD

-4,477

Details

PEG Ratio

221.91

High:

BESI.NV

5,586.75

Low:

ZS

-2,177.77

Details

Price/Book

6.01

High:

CL

366.04

Low:

MCD

-58.64

Details

Price/Sales

4.55

High:

RGTI

174.55

Low:

QS

-

Details

Price/CF

18.15

High:

NBIS

172.05

Low:

ZIM

0.79

Details

Price/FCF

37.28

High:

PEP

5,253.35

Low:

ZIM

1.04

Details

P/E Ratio

24.06

High:

PLTR

495.93

Low:

CRWD

-4,477

Details

PEG Ratio

221.91

High:

BESI.NV

5,586.75

Low:

ZS

-2,177.77

Details

Price/Book

6.01

High:

CL

366.04

Low:

MCD

-58.64

Details

Price/Sales

4.55

High:

RGTI

174.55

Low:

QS

-

Details

Price/CF

18.15

High:

NBIS

172.05

Low:

ZIM

0.79

Details

Price/FCF

37.28

High:

PEP

5,253.35

Low:

ZIM

1.04

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.62%	Nov 2021	Feb 2024	27
-21.59%	Feb 2020	Nov 2020	9
-8.32%	Feb 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