Portfolio of PHBulka on eToro

PHBulka

🇨🇭 ETF and Stock Income Investor.

1 copier.

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

Summary

+5.49%

This Month

+5.83%

Year To Date

+36.2%

2 Years

+34.7%

5 Years

+34.7%

10 Years

+20.7%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
50.24%
🧩 Miscellaneous
26.77%
💻 Electronic Technology
12.74%
🍞 Consumer Non Durables
6.4%
💰 Finance
3.85%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
71.68%
🇺🇸 Nasdaq
11.57%
🇬🇧 LSE
11.37%
🇺🇸 Chicago Board Options Exchange
5.38%

Countries Breakdown

Country
Total

🇺🇸 United States
24.01%
🇬🇧 United Kingdom
11.37%

Dividends

Dividend Yield

0.55%

5 out of 14 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (5.82%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.37%	5.82%	$2.36
QQQ	0.05%	0.43%	-
SCHW	0.05%	1.21%	$1
GE	0.04%	0.51%	$0.44
RR.L	0.04%	0.75%	-

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
GE	Pay Day	Apr 27, 2026	$0.47
RR.L	Pay Day	Jun 3, 2026	$0.07
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5.2/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.36

-1

0.3

0.6

Calmar Ratio

1.46

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.36

-1

0.3

0.6

Calmar Ratio

1.46

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.39

High:

37.3

Low:

BATS.L

12.03

Details

PEG Ratio

45.76

High:

103.38

Low:

BATS.L

7.56

Details

Price/Book

6.2

High:

RR.L

39.1

Low:

BATS.L

1.92

Details

Price/Sales

5.59

High:

7.02

Low:

BATS.L

3.61

Details

Price/CF

24.54

High:

38.25

Low:

SCHW

12.85

Details

Price/FCF

36.81

High:

56.18

Low:

SCHW

16.22

Details

P/E Ratio

22.39

High:

37.3

Low:

BATS.L

12.03

Details

PEG Ratio

45.76

High:

103.38

Low:

BATS.L

7.56

Details

Price/Book

6.2

High:

RR.L

39.1

Low:

BATS.L

1.92

Details

Price/Sales

5.59

High:

7.02

Low:

BATS.L

3.61

Details

Price/CF

24.54

High:

38.25

Low:

SCHW

12.85

Details

Price/FCF

36.81

High:

56.18

Low:

SCHW

16.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.17%	Mar 2026	-	2
-7.89%	Mar 2025	Sep 2025	6
-3.07%	Mar 2024	May 2024	2
-2.21%	Jul 2024	Sep 2024	2
-0.14%	Oct 2025	Nov 2025	1
-0.11%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of PHBulka on eToro

PHBulka

🇨🇭 ETF and Stock Income Investor.

1 copier.

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

Summary

+5.49%

This Month

+5.83%

Year To Date

+36.2%

2 Years

+34.7%

5 Years

+34.7%

10 Years

+20.7%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
50.24%
🧩 Miscellaneous
26.77%
💻 Electronic Technology
12.74%
🍞 Consumer Non Durables
6.4%
💰 Finance
3.85%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
71.68%
🇺🇸 Nasdaq
11.57%
🇬🇧 LSE
11.37%
🇺🇸 Chicago Board Options Exchange
5.38%

Countries Breakdown

Country
Total

🇺🇸 United States
24.01%
🇬🇧 United Kingdom
11.37%

Dividends

Dividend Yield

0.55%

5 out of 14 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (5.82%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.37%	5.82%	$2.36
QQQ	0.05%	0.43%	-
SCHW	0.05%	1.21%	$1
GE	0.04%	0.51%	$0.44
RR.L	0.04%	0.75%	-

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
GE	Pay Day	Apr 27, 2026	$0.47
RR.L	Pay Day	Jun 3, 2026	$0.07
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5.2/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.36

-1

0.3

0.6

Calmar Ratio

1.46

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.36

-1

0.3

0.6

Calmar Ratio

1.46

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.39

High:

37.3

Low:

BATS.L

12.03

Details

PEG Ratio

45.76

High:

103.38

Low:

BATS.L

7.56

Details

Price/Book

6.2

High:

RR.L

39.1

Low:

BATS.L

1.92

Details

Price/Sales

5.59

High:

7.02

Low:

BATS.L

3.61

Details

Price/CF

24.54

High:

38.25

Low:

SCHW

12.85

Details

Price/FCF

36.81

High:

56.18

Low:

SCHW

16.22

Details

P/E Ratio

22.39

High:

37.3

Low:

BATS.L

12.03

Details

PEG Ratio

45.76

High:

103.38

Low:

BATS.L

7.56

Details

Price/Book

6.2

High:

RR.L

39.1

Low:

BATS.L

1.92

Details

Price/Sales

5.59

High:

7.02

Low:

BATS.L

3.61

Details

Price/CF

24.54

High:

38.25

Low:

SCHW

12.85

Details

Price/FCF

36.81

High:

56.18

Low:

SCHW

16.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.17%	Mar 2026	-	2
-7.89%	Mar 2025	Sep 2025	6
-3.07%	Mar 2024	May 2024	2
-2.21%	Jul 2024	Sep 2024	2
-0.14%	Oct 2025	Nov 2025	1
-0.11%	Oct 2024	Nov 2024	1