Portfolio of PetrBalas on eToro

PetrBalas

🇨🇿 Stock Value Investor.

139 copiers.

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

Summary

-0.75%

This Month

+29.67%

Year To Date

+87.63%

2 Years

+145.62%

5 Years

+732.87%

10 Years

+27.41%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
48.49%
🖥️ Technology Services
17.06%
💰 Finance
16.6%
🛠️ Producer Manufacturing
12.45%
🍞 Consumer Non Durables
3.26%
🚗 Consumer Durables
1.82%
💵 Cash
0.93%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
40.57%
🇺🇸 Nasdaq
32.77%
🇭🇰 Hong Kong Exchanges
20.68%
🇨🇭 SIX
5.65%

Countries Breakdown

Country
Total

🇺🇸 United States
41.83%
🇭🇰 Hong Kong
20.68%
🇹🇼 Taiwan
16.82%
🇩🇪 Germany
9.36%
🇨🇭 Switzerland
5.65%
🇯🇵 Japan
5.34%

Dividends

Dividend Yield

1.13%

10 out of 12 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $DB (3.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
0992.HK	0.35%	1.7%	$0.38
DB	0.33%	3.58%	$0.49
TSM	0.12%	0.69%	$1.74
GS	0.11%	1.56%	$11
LOGN.ZU	0.08%	1.37%	$1.06
MSFT	0.04%	0.83%	$3
GOOG	0.03%	0.23%	$0.2
AMAT	0.03%	0.4%	$1.44
SONY	0.03%	0.5%	$0.49
PHM	0.02%	0.85%	$0.76

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
AMAT	Pay Day	Jun 11, 2026	$0.53
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
PHM	Ex-Dividend	Jun 16, 2026	$0.26
GS	Pay Day	Jun 29, 2026	$4.50
PHM	Pay Day	Jul 2, 2026	$0.26
TSM	Pay Day	Jul 9, 2026	$0.95
0992.HK	Ex-Dividend	Aug 5, 2026	$0.04
0992.HK	Pay Day	Aug 19, 2026	$0.04

Performance Metrics

Score 7.7/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

11.91

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.85

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

11.91

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.85

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.12

High:

ACMR

68.58

Low:

SONY

-67.94

Details

PEG Ratio

95.62

High:

LOGN.ZU

483.92

Low:

15.64

Details

Price/Book

8.91

High:

AMAT

16.66

Low:

0.78

Details

Price/Sales

9.1

High:

TSM

17.37

Low:

0992.HK

0.48

Details

Price/CF

15.85

High:

ACMR

60.36

Low:

1.03

Details

Price/FCF

36.39

High:

TSM

86.82

Low:

1.09

Details

P/E Ratio

30.12

High:

ACMR

68.58

Low:

SONY

-67.94

Details

PEG Ratio

95.62

High:

LOGN.ZU

483.92

Low:

15.64

Details

Price/Book

8.91

High:

AMAT

16.66

Low:

0.78

Details

Price/Sales

9.1

High:

TSM

17.37

Low:

0992.HK

0.48

Details

Price/CF

15.85

High:

ACMR

60.36

Low:

1.03

Details

Price/FCF

36.39

High:

TSM

86.82

Low:

1.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.29%	Apr 2021	Dec 2023	32
-18.27%	Feb 2020	Aug 2020	6
-15.18%	Sep 2018	Apr 2019	7
-12.05%	May 2019	Jul 2019	2
-10.33%	Nov 2017	Jan 2018	2
-9.4%	Mar 2026	Apr 2026	1
-7.35%	Feb 2018	Jun 2018	4
-6.17%	Feb 2025	May 2025	3
-5.13%	Jan 2024	Mar 2024	2
-3.69%	Jul 2024	Dec 2024	5
-1.77%	Oct 2020	Nov 2020	1
-1.67%	Aug 2019	Nov 2019	3
-1.13%	Apr 2024	May 2024	1
-0.75%	Jun 2026	-	1
-0.31%	Dec 2025	Jan 2026	1

Monthly Performance

Portfolio of PetrBalas on eToro

PetrBalas

🇨🇿 Stock Value Investor.

139 copiers.

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

Summary

-0.75%

This Month

+29.67%

Year To Date

+87.63%

2 Years

+145.62%

5 Years

+732.87%

10 Years

+27.41%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
48.49%
🖥️ Technology Services
17.06%
💰 Finance
16.6%
🛠️ Producer Manufacturing
12.45%
🍞 Consumer Non Durables
3.26%
🚗 Consumer Durables
1.82%
💵 Cash
0.93%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
40.57%
🇺🇸 Nasdaq
32.77%
🇭🇰 Hong Kong Exchanges
20.68%
🇨🇭 SIX
5.65%

Countries Breakdown

Country
Total

🇺🇸 United States
41.83%
🇭🇰 Hong Kong
20.68%
🇹🇼 Taiwan
16.82%
🇩🇪 Germany
9.36%
🇨🇭 Switzerland
5.65%
🇯🇵 Japan
5.34%

Dividends

Dividend Yield

1.13%

10 out of 12 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $DB (3.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
0992.HK	0.35%	1.7%	$0.38
DB	0.33%	3.58%	$0.49
TSM	0.12%	0.69%	$1.74
GS	0.11%	1.56%	$11
LOGN.ZU	0.08%	1.37%	$1.06
MSFT	0.04%	0.83%	$3
GOOG	0.03%	0.23%	$0.2
AMAT	0.03%	0.4%	$1.44
SONY	0.03%	0.5%	$0.49
PHM	0.02%	0.85%	$0.76

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
AMAT	Pay Day	Jun 11, 2026	$0.53
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
PHM	Ex-Dividend	Jun 16, 2026	$0.26
GS	Pay Day	Jun 29, 2026	$4.50
PHM	Pay Day	Jul 2, 2026	$0.26
TSM	Pay Day	Jul 9, 2026	$0.95
0992.HK	Ex-Dividend	Aug 5, 2026	$0.04
0992.HK	Pay Day	Aug 19, 2026	$0.04

Performance Metrics

Score 7.7/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

11.91

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.85

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

11.91

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.85

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.12

High:

ACMR

68.58

Low:

SONY

-67.94

Details

PEG Ratio

95.62

High:

LOGN.ZU

483.92

Low:

15.64

Details

Price/Book

8.91

High:

AMAT

16.66

Low:

0.78

Details

Price/Sales

9.1

High:

TSM

17.37

Low:

0992.HK

0.48

Details

Price/CF

15.85

High:

ACMR

60.36

Low:

1.03

Details

Price/FCF

36.39

High:

TSM

86.82

Low:

1.09

Details

P/E Ratio

30.12

High:

ACMR

68.58

Low:

SONY

-67.94

Details

PEG Ratio

95.62

High:

LOGN.ZU

483.92

Low:

15.64

Details

Price/Book

8.91

High:

AMAT

16.66

Low:

0.78

Details

Price/Sales

9.1

High:

TSM

17.37

Low:

0992.HK

0.48

Details

Price/CF

15.85

High:

ACMR

60.36

Low:

1.03

Details

Price/FCF

36.39

High:

TSM

86.82

Low:

1.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.29%	Apr 2021	Dec 2023	32
-18.27%	Feb 2020	Aug 2020	6
-15.18%	Sep 2018	Apr 2019	7
-12.05%	May 2019	Jul 2019	2
-10.33%	Nov 2017	Jan 2018	2
-9.4%	Mar 2026	Apr 2026	1
-7.35%	Feb 2018	Jun 2018	4
-6.17%	Feb 2025	May 2025	3
-5.13%	Jan 2024	Mar 2024	2
-3.69%	Jul 2024	Dec 2024	5
-1.77%	Oct 2020	Nov 2020	1
-1.67%	Aug 2019	Nov 2019	3
-1.13%	Apr 2024	May 2024	1
-0.75%	Jun 2026	-	1
-0.31%	Dec 2025	Jan 2026	1