Effective portfolio of PERSONAL61 on eToro

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PERSONAL61

🇫🇷 Stock and Crypto 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

-0.07%

Today

+4.77%

This Month

+17.06%

Year To Date

+45.24%

2 Years

+129.71%

5 Years

+14.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
18.64%
🖥️ Technology Services
14.1%
🪙 Cryptocurrencies
14.03%
🍞 Consumer Non Durables
9.84%
💻 Electronic Technology
7.8%
💵 Cash
4.99%
⛏️ Energy Minerals
4.54%
🏭 Industrial Services
3.51%
🧩 Miscellaneous
3.37%
📊 ETFs
2.98%
🚗 Consumer Durables
2.89%
⚡ Utilities
1.66%
🧬 Health Technology
1.57%
🛍️ Retail Trade
1.47%
📡 Communications
1.45%
🛠️ Producer Manufacturing
1.42%
💇‍♀️ Consumer Services
1.2%
🏥 Health Services
0.84%
🚚 Transportation
0.65%
💼 Commercial Services
0.55%
🪨 Non Energy Minerals
0.36%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
24.23%
🇺🇸 Nasdaq
20.46%
🌍 Digital Currency
14.03%
🇮🇹 Borsa Italiana
11.5%
🇬🇧 LSE
6.62%
🇫🇷 Euronext Paris
5.58%
🇩🇪 FRA
2.7%
🇳🇱 Euronext Amsterdam
2.26%
🇸🇪 Stockholm Stock Exchange
2.03%
🇨🇭 SIX
1.97%
🇪🇸 Bolsa De Madrid
1.15%
🇳🇴 Oslo Stock Exchange
0.19%
🇫🇮 Helsinki Stock Exchange
0.14%

Countries Breakdown

Country
Total

🇺🇸 United States
37.44%
🇮🇹 Italy
11.61%
🇫🇷 France
5.58%
🇬🇧 United Kingdom
3.4%
🇳🇱 Netherlands
2.76%
🇩🇪 Germany
2.7%
🇨🇭 Switzerland
2.19%
🇫🇮 Finland
1.43%
🇮🇱 Israel
1.29%
🇪🇸 Spain
1.15%
🇸🇪 Sweden
0.74%
🇨🇳 China
0.59%
🇨🇦 Canada
0.39%
🇦🇺 Australia
0.36%
🇱🇺 Luxembourg
0.34%
🇹🇼 Taiwan
0.22%
🇳🇴 Norway
0.19%
🇺🇾 Uruguay
0.09%
🇮🇪 Ireland
0.04%

Dividends

Dividend Yield

2.56%

112 out of 165 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $ZIM (48.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.28%	48.73%	$0.23
ISP.MI	0.12%	6.94%	$0.3
NDA_SE.ST	0.1%	7.74%	$10.62
PST.MI	0.08%	5.91%	$0.8
UNI.MI	0.08%	5.11%	$0.38
ET	0.07%	7.47%	$1.25
ENI.MI	0.07%	7.21%	$0.94
G.MI	0.06%	4.54%	$1.28
ABN.NV	0.06%	5.59%	$1.51
ENEL.MI	0.06%	6.01%	$0.43
HSBA.L	0.06%	5.41%	$0.49
MO	0.06%	6.86%	$3.92
AM	0.06%	5.24%	$0.9
EPD	0.06%	6.83%	$2.03
F	0.06%	6.7%	$0.78
SWED-A.ST	0.05%	8.61%	$15.15
LGEN.L	0.05%	8.42%	$0.2
ALV.DE	0.05%	4.53%	$13.8
TTE.PA	0.04%	6.1%	$3.06
AV.L	0.04%	5.67%	$0.33
BGS	0.04%	16.74%	$0.76
XOM	0.04%	3.61%	$3.76
NYMT	0.04%	11.56%	$1
CVX	0.04%	4.45%	$6.28
REP.MC	0.04%	6.04%	$0.73
SAN.PA	0.03%	4.75%	$3.76
PEP	0.03%	3.76%	$5.15
AGNC	0.03%	15.37%	$1.44
LI.PA	0.03%	5.61%	$1.8
BMPS.MI	0.03%	12.28%	$0.25
RMS.PA	0.03%	1.13%	$25
MAIN	0.03%	4.63%	$2.85
BAMI.MI	0.03%	9.68%	$0.56
JNJ	0.03%	3.03%	$4.81
KO	0.03%	2.89%	$1.89
KMB	0.02%	3.85%	$4.8
MCD	0.02%	2.33%	$6.53
UBSG.ZU	0.02%	2.51%	$0.64
MSFT	0.02%	0.66%	$3
BGN.MI	0.02%	6.03%	$2.2
PG	0.02%	2.61%	$3.83
ENB	0.02%	5.71%	$2.66
ULVR.L	0.02%	3.38%	$1.47
BPE.MI	0.02%	7.83%	$0.3
CL	0.02%	2.3%	$1.96
NTGY.MC	0.02%	4.7%	$1.13
T	0.02%	4.05%	$1.11
OR.PA	0.02%	1.91%	$6.6
NESN.ZU	0.02%	3.94%	$3
MPW	0.02%	7.29%	$0.6
BHP	0.02%	4.45%	$3.01
SRG.MI	0.01%	5.64%	$0.28
FRE.DE	0.01%	2.4%	-
DVN	0.01%	3.47%	$2.05
UCG.MI	0.01%	4.13%	$1.8
SPM.MI	0.01%	7.04%	-
EMR	0.01%	1.46%	$2.1
KPN.NV	0.01%	4.13%	$0.15
GOOG	0.01%	0.42%	$0.2
STLAM.MI	0.01%	8.64%	$1.55
VGT	0.01%	0.52%	-
NEXI.MI	0.01%	4.89%	-
FBK.MI	0.01%	4.04%	$0.69
CFR.ZU	0.01%	2.14%	$2.75
LEN	0.01%	1.69%	$1.75
ELV	0.01%	2.4%	$6.22
QQQ	0.01%	0.58%	-
MONC.MI	0%	2.59%	$1.15
ERIC-B.ST	0%	3.93%	$2.7
DTE.DE	0%	2.97%	$0.77
AAPL	0%	0.47%	$0.97
NOKIA.HE	0%	3.17%	$0.13
LDO.MI	0%	1.08%	$0.28
BABA	0%	0.85%	$0.98
META	0%	0.29%	$1
GOOGL	0%	0.42%	$0.2
CAP.PA	0%	2.5%	$3.4
V	0%	0.65%	$2.01
CRM	0%	0.62%	$0.4
NXPI	0%	1.78%	$4.06
PRY.MI	0%	1.27%	$0.7
TEMN.ZU	0%	2.19%	$1.2
MA	0%	0.53%	$2.46
AMS.MC	0%	1.6%	$1
SAP.DE	0%	0.91%	$2.2
LOGN.ZU	0%	1.67%	$1.06
SGE.L	0%	1.67%	$0.2
G24.DE	0%	1.1%	$1.2
IFX.DE	0%	0.94%	$0.35
TSM	0%	0.97%	$1.74
BESI.NV	0%	1.73%	$2.15
ASML.NV	0%	1.08%	$6.1
WKL.NV	0%	1.69%	$2.08
IBKR	0%	0.46%	$0.55
PAYX	0%	2.85%	$3.65
AVGO	0%	0.83%	$19.7
GEN	0%	1.64%	$0.5
RACE	0%	0.64%	$2.64
EBAY	0%	1.37%	$1.04
DSY.PA	0%	0.82%	$0.23
PRX.NV	0%	0.4%	$0.07
ACN	0%	2.06%	$4.99
ORCL	0%	0.76%	$1.6
ASM.NV	0%	0.59%	$2.75
INTU	0%	0.54%	$3.6
KLAC	0%	0.76%	$5.65
MU	0%	0.42%	$0.46
APH	0%	0.65%	$0.44
BKNG	0%	0.64%	$17.5
NVDA	0%	0.02%	$0.02
GE	0%	0.49%	$0.44
SNRE	-0.01%	-6.82%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Jul 24, 2025	$0.50
GE	Pay Day	Jul 25, 2025	$0.36
ASML.NV	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
ASML.NV	Pay Day	Aug 6, 2025	$1.87
AM	Pay Day	Aug 6, 2025	$0.22
MA	Pay Day	Aug 8, 2025	$0.76
MAIN	Ex-Dividend	Aug 8, 2025	$0.26
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
ACN	Pay Day	Aug 15, 2025	$1.48
ENB	Ex-Dividend	Aug 15, 2025	$0.68
MAIN	Pay Day	Aug 15, 2025	$0.26
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
IBKR	Ex-Dividend	Aug 29, 2025	$0.08
PAYX	Pay Day	Aug 29, 2025	$1.08
ENB	Pay Day	Sep 1, 2025	$0.68
JNJ	Pay Day	Sep 9, 2025	$1.30
ELV	Ex-Dividend	Sep 10, 2025	$1.71
MSFT	Pay Day	Sep 11, 2025	$0.83
IBKR	Pay Day	Sep 12, 2025	$0.08
KO	Ex-Dividend	Sep 15, 2025	$0.51
TSM	Ex-Dividend	Sep 16, 2025	$0.82
ELV	Pay Day	Sep 25, 2025	$1.71
ERIC-B.ST	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	Pay Day	Oct 2, 2025	$0.14
TTE.PA	Pay Day	Oct 3, 2025	$0.97
TSM	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

30.06

High:

PLTR

650.96

Low:

BILL

-2,183.41

Details

PEG Ratio

201.58

High:

ADSK

5,201.46

Low:

ZS

-2,285.35

Details

Price/Book

7.02

High:

CL

198.03

Low:

MCD

-61.93

Details

Price/Sales

6.22

High:

RGTI

505.28

Low:

QS

-

Details

Price/CF

17.59

High:

ARM

286.48

Low:

ZIM

0.46

Details

Price/FCF

36.24

High:

PEP

5,253.35

Low:

ZIM

0.6

Details

P/E Ratio

30.06

High:

PLTR

650.96

Low:

BILL

-2,183.41

Details

PEG Ratio

201.58

High:

ADSK

5,201.46

Low:

ZS

-2,285.35

Details

Price/Book

7.02

High:

CL

198.03

Low:

MCD

-61.93

Details

Price/Sales

6.22

High:

RGTI

505.28

Low:

QS

-

Details

Price/CF

17.59

High:

ARM

286.48

Low:

ZIM

0.46

Details

Price/FCF

36.24

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