Portfolio of PetrBalas on eToro

PetrBalas

🇨🇿 Stock Value Investor.

118 copiers.

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

Summary

+0.52%

Today

+3.32%

This Month

+17.52%

Year To Date

+62.5%

2 Years

+148.4%

5 Years

+23.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
45.07%
💰 Finance
22.81%
🖥️ Technology Services
19.06%
🛠️ Producer Manufacturing
5.18%
🍞 Consumer Non Durables
3.71%
🚗 Consumer Durables
2.83%
💵 Cash
2.44%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.58%
🇺🇸 Nasdaq
27.95%
🇭🇰 Hong Kong Exchanges
13.23%
🇨🇭 SIX
6.89%

Countries Breakdown

Country
Total

🇺🇸 United States
39.01%
🇹🇼 Taiwan
15.46%
🇩🇪 Germany
14.58%
🇭🇰 Hong Kong
13.23%
🇯🇵 Japan
9.49%
🇨🇭 Switzerland
6.89%

Dividends

Dividend Yield

1.48%

10 out of 11 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $0992.HK (3.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
0992.HK	0.51%	3.84%	$0.38
DB	0.35%	2.42%	$0.49
GS	0.15%	1.84%	$11
TSM	0.15%	0.96%	$1.74
LOGN.ZU	0.11%	1.65%	$1.06
MSFT	0.05%	0.65%	$3
GOOG	0.05%	0.42%	$0.2
AMAT	0.05%	0.89%	$1.44
SONY	0.04%	0.4%	$0.49
PHM	0.02%	0.79%	$0.76

Next Dividends

Stock	Type	Date	Pay Per Share
0992.HK	Ex-Dividend	Jul 30, 2025	$0.04
0992.HK	Pay Day	Aug 13, 2025	$0.04
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
GS	Ex-Dividend	Aug 29, 2025	$4.00
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
TSM	Ex-Dividend	Sep 16, 2025	$0.82
GS	Pay Day	Sep 29, 2025	$4.00
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 7.5/10

Beta

1.02

0.8

1.2

Sharpe Ratio

0.85

0.5

1.5

Sortino Ratio

1.69

Jensen's Alpha

11.77

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.8

0.75

1.25

Information Ratio

0.59

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

0.85

0.5

1.5

Sortino Ratio

1.69

Jensen's Alpha

11.77

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.8

0.75

1.25

Information Ratio

0.59

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.39

High:

MSFT

39.41

Low:

PHM

7.67

Details

PEG Ratio

204.83

High:

675.66

Low:

0992.HK

33.93

Details

Price/Book

7.12

High:

MSFT

11.78

Low:

0.8

Details

Price/Sales

7.13

High:

MSFT

14.09

Low:

0992.HK

0.42

Details

Price/CF

13.55

High:

MNST

28.37

Low:

1.03

Details

Price/FCF

25.67

High:

TSM

64.24

Low:

1.09

Details