Portfolio of RiccBernasconi on eToro

RiccBernasconi

🇨🇭 Stock and ETF Growth 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

-1.02%

This Month

+15.89%

Year To Date

+53.36%

2 Years

+83.28%

5 Years

+83.28%

10 Years

+23.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.11%
📊 ETFs
20.27%
💰 Finance
10.44%
🖥️ Technology Services
6.2%
🛠️ Producer Manufacturing
4.77%
🍞 Consumer Non Durables
4.59%
🚚 Transportation
4.19%
🚗 Consumer Durables
3.41%
🛍️ Retail Trade
3.38%
⛏️ Energy Minerals
3.19%
🧩 Miscellaneous
3.11%
🪙 Cryptocurrencies
2.87%
❓ Other
2.11%
🧬 Health Technology
1.89%
⚡ Utilities
1.78%
🧪 Process Industries
1.54%
💇‍♀️ Consumer Services
1.48%
📡 Communications
0.65%
🪨 Non Energy Minerals
0.52%
🏭 Industrial Services
0.32%
💼 Commercial Services
0.14%
💵 Cash
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.2%
🇺🇸 Nasdaq
21.75%
🇮🇹 Borsa Italiana
9.07%
🇬🇧 LSE
5.38%
🇫🇷 Euronext Paris
4.46%
🇩🇪 Xetra ETFs
3.12%
🇸🇪 Stockholm Stock Exchange
2.96%
🌍 Digital Currency
2.87%
🇩🇪 FRA
2.23%
🇳🇴 Oslo Stock Exchange
2.12%
🇨🇭 SIX
2.11%
🇪🇸 Bolsa De Madrid
1.07%
🇩🇰 Copenhagen Stock Exchange
0.65%
Regular Trading Hours - RTH
0.55%
🇺🇸 OTC Markets Stock Exchange
0.34%
🇦🇺 Sydney
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
39.23%
🇮🇹 Italy
9.25%
🇫🇷 France
4.46%
🇸🇪 Sweden
2.96%
🇬🇧 United Kingdom
2.44%
🇩🇪 Germany
2.23%
🇳🇴 Norway
2.12%
🇨🇭 Switzerland
2.11%
🇭🇰 Hong Kong
1.55%
🇰🇷 South Korea
1.45%
🇪🇸 Spain
1.07%
🇹🇼 Taiwan
0.7%
🇩🇰 Denmark
0.65%
🇨🇳 China
0.48%
🇨🇦 Canada
0.44%
🇯🇵 Japan
0.34%
🇦🇺 Australia
0.09%
🇳🇱 Netherlands
0.05%

Dividends

Dividend Yield

1.28%

89 out of 125 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VAR.OL (10.15%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VAR.OL	0.1%	10.15%	-
ISP.MI	0.06%	5.78%	$0.3
BPE.MI	0.05%	4.8%	$0.3
PST.MI	0.04%	4.78%	$0.8
UNI.MI	0.04%	4.23%	$0.38
CS.PA	0.04%	5.09%	$1.98
VZ	0.04%	5.79%	$2.66
GET.PA	0.03%	4.29%	$0.55
CABK.MC	0.03%	2.79%	$0.32
XOM	0.03%	2.66%	$3.76
LDO.MI	0.03%	1.17%	$0.28
ENI.MI	0.03%	4.97%	$0.94
BLK	0.03%	2%	$20.2
ENAV.MI	0.03%	5.84%	$0.23
BAC	0.02%	1.8%	$0.96
BMPS.MI	0.02%	7.43%	$0.25
DHL.DE	0.02%	3.3%	$1.85
CSCO	0.02%	1.44%	$1.58
CALM	0.02%	5.2%	$1.87
CON.DE	0.02%	3.76%	$2.2
SHEL	0.02%	3.43%	$2.7
NEE	0.02%	2.66%	$1.97
CVS	0.02%	2.44%	$2.54
BN.PA	0.02%	3.11%	$2.1
PNDORA.CO	0.02%	2.75%	$18
ACA.PA	0.02%	6.05%	$1.05
SIMO	0.02%	1.11%	$1.49
SPSN.ZU	0.02%	2.67%	$3.4
ENEL.MI	0.02%	4.95%	$0.43
XEL	0.02%	2.87%	$2.13
UPS	0.01%	6.22%	$6.5
AZN.L	0.01%	1.82%	$2.28
KO	0.01%	2.37%	$1.89
OR.PA	0.01%	1.88%	$6.6
PIA.MI	0.01%	4.25%	$0.21
NESN.ZU	0.01%	3.76%	$3
VOLV-A.ST	0.01%	2.33%	$7.5
DELL	0.01%	0.6%	$1.63
TXN	0.01%	2.02%	$5.14
MKC	0.01%	3.67%	$1.62
PEP	0.01%	4.03%	$5.15
SU.PA	0.01%	1.6%	$3.5
ROP.ZU	0.01%	2.66%	$9.6
WMT	0.01%	0.87%	$0.81
HIG	0.01%	1.63%	$1.84
TRN.MI	0.01%	3.87%	$0.34
UBSG.ZU	0.01%	2.02%	$0.64
NTDOY	0.01%	2.71%	$0.24
MCD	0.01%	2.69%	$6.53
VWRD.L	0.01%	0.95%	-
SAABB.ST	0.01%	0.36%	$1.6
BZU.MI	0.01%	1.66%	$0.6
ABBV	0.01%	2.57%	$6.06
VFC	0.01%	2.02%	$0.57
GM	0.01%	0.74%	$0.42
AI.PA	0.01%	1.94%	$2.91
SALM.OL	0.01%	1.92%	$35
LISP.ZU	0.01%	1.91%	$140
CL	0.01%	2.24%	$1.96
ORCL	0.01%	1.66%	$1.6
SBUX	0.01%	2.39%	$2.24
ADS.DE	0.01%	1.54%	$0.7
CAT	0.01%	0.74%	$5.31
RHM.DE	0.01%	1.07%	$5.7
SMSN.L	0.01%	0.4%	$23.68
TFII	0.01%	1.24%	$1.48
TSM	0.01%	0.77%	$1.74
JNJ	0.01%	1.96%	$4.81
NKE	0.01%	3.78%	$1.45
MC.PA	0.01%	2.76%	$13
NVDA	0%	0.14%	$0.02
LMT	0%	2.36%	$12.45
FOXA	0%	0.97%	$0.52
LIN	0%	1.2%	$5.33
BABA	0%	0.89%	$0.98
COST	0%	0.57%	$19.22
V	0%	0.7%	$2.01
BKNG	0%	0.81%	$17.5
META	0%	0.35%	$1
RACE	0%	1.07%	$2.64
GEV	0%	0.19%	-
IBP	0%	0.64%	$1.36
MSFT	0%	0.92%	$3
MA	0%	0.6%	$2.46
GOOG	0%	0.25%	$0.2
MU	0%	0.07%	$0.46
AAPL	0%	0.31%	$0.97
IAPD.L	0%	0.04%	-
WTC.ASX	0%	0.61%	$0.16

Next Dividends

Stock	Type	Date	Pay Per Share
SIMO	Ex-Dividend	Aug 6, 2026	$0.50
SIMO	Pay Day	Aug 20, 2026	$0.50
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Pay Day	Sep 8, 2026	$0.25

Performance Metrics

Score 6.6/10

Beta

0.76

0.8

1.2

Sharpe Ratio

0.98

0.5

1.5

Sortino Ratio

1.52

Jensen's Alpha

2.87

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

1.35

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

0.98

0.5

1.5

Sortino Ratio

1.52

Jensen's Alpha

2.87

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

1.35

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.19

High:

ARM

382.08

Low:

CRWD

-3,974.1

Details

PEG Ratio

75.7

High:

ENI.MI

5,037.66

Low:

CRWD

-5,401.66

Details

Price/Book

9.3

High:

509.02

Low:

DELL

-201.07

Details

Price/Sales

6.18

High:

ALCRB.PA

776.33

Low:

STLAM.MI

0.09

Details

Price/CF

21.56

High:

COHR

333.3

Low:

ACA.PA

1.02

Details

Price/FCF

39.16

High:

TXN

4,155.74

Low:

ACA.PA

1.05

Details

P/E Ratio

30.19

High:

ARM

382.08

Low:

CRWD

-3,974.1

Details

PEG Ratio

75.7

High:

ENI.MI

5,037.66

Low:

CRWD

-5,401.66

Details

Worst Drawdowns

Depth	Start	End	Total months
-11.84%	Aug 2023	Dec 2023	4
-3.54%	Apr 2024	May 2024	1
-3.05%	Mar 2026	Apr 2026	1
-2.63%	Mar 2025	May 2025	2
-2.62%	Apr 2023	Jun 2023	2
-2.51%	Jun 2026	-	2
-1.93%	Nov 2025	Dec 2025	1
-1.29%	Dec 2024	Jan 2025	1
-0.61%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of RiccBernasconi on eToro

RiccBernasconi

🇨🇭 Stock and ETF Growth 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

-1.02%

This Month

+15.89%

Year To Date

+53.36%

2 Years

+83.28%

5 Years

+83.28%

10 Years

+23.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.11%
📊 ETFs
20.27%
💰 Finance
10.44%
🖥️ Technology Services
6.2%
🛠️ Producer Manufacturing
4.77%
🍞 Consumer Non Durables
4.59%
🚚 Transportation
4.19%
🚗 Consumer Durables
3.41%
🛍️ Retail Trade
3.38%
⛏️ Energy Minerals
3.19%
🧩 Miscellaneous
3.11%
🪙 Cryptocurrencies
2.87%
❓ Other
2.11%
🧬 Health Technology
1.89%
⚡ Utilities
1.78%
🧪 Process Industries
1.54%
💇‍♀️ Consumer Services
1.48%
📡 Communications
0.65%
🪨 Non Energy Minerals
0.52%
🏭 Industrial Services
0.32%
💼 Commercial Services
0.14%
💵 Cash
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.2%
🇺🇸 Nasdaq
21.75%
🇮🇹 Borsa Italiana
9.07%
🇬🇧 LSE
5.38%
🇫🇷 Euronext Paris
4.46%
🇩🇪 Xetra ETFs
3.12%
🇸🇪 Stockholm Stock Exchange
2.96%
🌍 Digital Currency
2.87%
🇩🇪 FRA
2.23%
🇳🇴 Oslo Stock Exchange
2.12%
🇨🇭 SIX
2.11%
🇪🇸 Bolsa De Madrid
1.07%
🇩🇰 Copenhagen Stock Exchange
0.65%
Regular Trading Hours - RTH
0.55%
🇺🇸 OTC Markets Stock Exchange
0.34%
🇦🇺 Sydney
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
39.23%
🇮🇹 Italy
9.25%
🇫🇷 France
4.46%
🇸🇪 Sweden
2.96%
🇬🇧 United Kingdom
2.44%
🇩🇪 Germany
2.23%
🇳🇴 Norway
2.12%
🇨🇭 Switzerland
2.11%
🇭🇰 Hong Kong
1.55%
🇰🇷 South Korea
1.45%
🇪🇸 Spain
1.07%
🇹🇼 Taiwan
0.7%
🇩🇰 Denmark
0.65%
🇨🇳 China
0.48%
🇨🇦 Canada
0.44%
🇯🇵 Japan
0.34%
🇦🇺 Australia
0.09%
🇳🇱 Netherlands
0.05%

Dividends

Dividend Yield

1.28%

89 out of 125 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VAR.OL (10.15%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VAR.OL	0.1%	10.15%	-
ISP.MI	0.06%	5.78%	$0.3
BPE.MI	0.05%	4.8%	$0.3
PST.MI	0.04%	4.78%	$0.8
UNI.MI	0.04%	4.23%	$0.38
CS.PA	0.04%	5.09%	$1.98
VZ	0.04%	5.79%	$2.66
GET.PA	0.03%	4.29%	$0.55
CABK.MC	0.03%	2.79%	$0.32
XOM	0.03%	2.66%	$3.76
LDO.MI	0.03%	1.17%	$0.28
ENI.MI	0.03%	4.97%	$0.94
BLK	0.03%	2%	$20.2
ENAV.MI	0.03%	5.84%	$0.23
BAC	0.02%	1.8%	$0.96
BMPS.MI	0.02%	7.43%	$0.25
DHL.DE	0.02%	3.3%	$1.85
CSCO	0.02%	1.44%	$1.58
CALM	0.02%	5.2%	$1.87
CON.DE	0.02%	3.76%	$2.2
SHEL	0.02%	3.43%	$2.7
NEE	0.02%	2.66%	$1.97
CVS	0.02%	2.44%	$2.54
BN.PA	0.02%	3.11%	$2.1
PNDORA.CO	0.02%	2.75%	$18
ACA.PA	0.02%	6.05%	$1.05
SIMO	0.02%	1.11%	$1.49
SPSN.ZU	0.02%	2.67%	$3.4
ENEL.MI	0.02%	4.95%	$0.43
XEL	0.02%	2.87%	$2.13
UPS	0.01%	6.22%	$6.5
AZN.L	0.01%	1.82%	$2.28
KO	0.01%	2.37%	$1.89
OR.PA	0.01%	1.88%	$6.6
PIA.MI	0.01%	4.25%	$0.21
NESN.ZU	0.01%	3.76%	$3
VOLV-A.ST	0.01%	2.33%	$7.5
DELL	0.01%	0.6%	$1.63
TXN	0.01%	2.02%	$5.14
MKC	0.01%	3.67%	$1.62
PEP	0.01%	4.03%	$5.15
SU.PA	0.01%	1.6%	$3.5
ROP.ZU	0.01%	2.66%	$9.6
WMT	0.01%	0.87%	$0.81
HIG	0.01%	1.63%	$1.84
TRN.MI	0.01%	3.87%	$0.34
UBSG.ZU	0.01%	2.02%	$0.64
NTDOY	0.01%	2.71%	$0.24
MCD	0.01%	2.69%	$6.53
VWRD.L	0.01%	0.95%	-
SAABB.ST	0.01%	0.36%	$1.6
BZU.MI	0.01%	1.66%	$0.6
ABBV	0.01%	2.57%	$6.06
VFC	0.01%	2.02%	$0.57
GM	0.01%	0.74%	$0.42
AI.PA	0.01%	1.94%	$2.91
SALM.OL	0.01%	1.92%	$35
LISP.ZU	0.01%	1.91%	$140
CL	0.01%	2.24%	$1.96
ORCL	0.01%	1.66%	$1.6
SBUX	0.01%	2.39%	$2.24
ADS.DE	0.01%	1.54%	$0.7
CAT	0.01%	0.74%	$5.31
RHM.DE	0.01%	1.07%	$5.7
SMSN.L	0.01%	0.4%	$23.68
TFII	0.01%	1.24%	$1.48
TSM	0.01%	0.77%	$1.74
JNJ	0.01%	1.96%	$4.81
NKE	0.01%	3.78%	$1.45
MC.PA	0.01%	2.76%	$13
NVDA	0%	0.14%	$0.02
LMT	0%	2.36%	$12.45
FOXA	0%	0.97%	$0.52
LIN	0%	1.2%	$5.33
BABA	0%	0.89%	$0.98
COST	0%	0.57%	$19.22
V	0%	0.7%	$2.01
BKNG	0%	0.81%	$17.5
META	0%	0.35%	$1
RACE	0%	1.07%	$2.64
GEV	0%	0.19%	-
IBP	0%	0.64%	$1.36
MSFT	0%	0.92%	$3
MA	0%	0.6%	$2.46
GOOG	0%	0.25%	$0.2
MU	0%	0.07%	$0.46
AAPL	0%	0.31%	$0.97
IAPD.L	0%	0.04%	-
WTC.ASX	0%	0.61%	$0.16

Next Dividends

Stock	Type	Date	Pay Per Share
SIMO	Ex-Dividend	Aug 6, 2026	$0.50
SIMO	Pay Day	Aug 20, 2026	$0.50
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Pay Day	Sep 8, 2026	$0.25

Performance Metrics

Score 6.6/10

Beta

0.76

0.8

1.2

Sharpe Ratio

0.98

0.5

1.5

Sortino Ratio

1.52

Jensen's Alpha

2.87

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

1.35

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

0.98

0.5

1.5

Sortino Ratio

1.52

Jensen's Alpha

2.87

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

1.65

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

9.3

High:

509.02

Low:

DELL

-201.07

Details

Price/Sales

6.18

High:

ALCRB.PA

776.33

Low:

STLAM.MI

0.09

Details

Price/CF

21.56

High:

COHR

333.3

Low:

ACA.PA

1.02

Details

Price/FCF

39.16

High:

TXN

4,155.74

Low:

ACA.PA

1.05

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-11.84%	Aug 2023	Dec 2023	4
-3.54%	Apr 2024	May 2024	1
-3.05%	Mar 2026	Apr 2026	1
-2.63%	Mar 2025	May 2025	2
-2.62%	Apr 2023	Jun 2023	2
-2.51%	Jun 2026	-	2
-1.93%	Nov 2025	Dec 2025	1
-1.29%	Dec 2024	Jan 2025	1
-0.61%	Oct 2024	Nov 2024	1