Effective portfolio of RossHarte2 on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
NEE	0.12%	2.79%	$1.97
MSFT	0.06%	0.83%	$3
QQQ	0.04%	0.38%	-
DIS	0.04%	1.51%	$0.75
ENI.MI	0.03%	4.69%	$0.94
INGA.NV	0.03%	4.05%	$1.11
ORA.PA	0.03%	4.28%	$0.72
NJR	0.03%	3.48%	$1.68
BABA	0.02%	0.82%	$0.98
TD	0.02%	2.75%	$2.93
CVS	0.02%	2.8%	$2.54
PYPL	0.02%	1.01%	-
BNS	0.02%	4.01%	$3.09
ADM	0.02%	2.48%	$1.9
RPRX	0.01%	1.65%	$0.82
CAT	0.01%	0.65%	$5.31
TSM	0.01%	0.69%	$1.74
ROST	0.01%	0.75%	$1.41
NEM	0.01%	0.95%	$1.3
MU	0.01%	0.05%	$0.46
LRCX	0%	0.32%	$8
NESTE.HE	0%	0.69%	$1.2
CSCO	0%	1.29%	$1.58
CAH	0%	1.05%	$2.01
GOOG	0%	0.23%	$0.2
DELL	0%	0.54%	$1.63
AGX	0%	0.27%	$1.15
AAPL	0%	0.34%	$0.97
UFCS	0%	1.64%	$0.64

Next Dividends

Stock	Type	Date	Pay Per Share
NEM	Pay Day	Jun 22, 2026	$0.26
PYPL	Pay Day	Jun 25, 2026	$0.14
DIS	Ex-Dividend	Jun 30, 2026	$0.75
ROST	Pay Day	Jun 30, 2026	$0.45
CAH	Ex-Dividend	Jul 1, 2026	$0.52
NJR	Pay Day	Jul 1, 2026	$0.47
CSCO	Ex-Dividend	Jul 6, 2026	$0.42
BNS	Ex-Dividend	Jul 7, 2026	$0.82
LRCX	Pay Day	Jul 8, 2026	$0.26
TSM	Pay Day	Jul 9, 2026	$0.95
TD	Ex-Dividend	Jul 10, 2026	$0.81
BABA	Pay Day	Jul 13, 2026	$1.05
CAH	Pay Day	Jul 15, 2026	$0.52
CSCO	Pay Day	Jul 22, 2026	$0.42
DIS	Pay Day	Jul 22, 2026	$0.75
BNS	Pay Day	Jul 29, 2026	$0.82
TD	Pay Day	Jul 31, 2026	$0.81

Performance Metrics

Score 2.4/10

Beta

1.5

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-14.26

-15

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.53

-1

0.3

0.6

Calmar Ratio

0.01

0.3

0.6

Beta

1.5

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-14.26

-15

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.53

-1

0.3

0.6

Calmar Ratio

0.01

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.24

High:

TWLO

367.05

Low:

INTC

-178.48

Details

PEG Ratio

249.58

High:

ENI.MI

5,682.88

Low:

INTC

-207.36

Details

Price/Book

7.98

High:

AAPL

42.87

Low:

DELL

-111.41

Details

Price/Sales

8.52

High:

CRDO

31.39

Low:

CAH

0.19

Details

Price/CF

16.58

High:

CRDO

70.78

Low:

UFCS

3.33

Details

Price/FCF

53.23

High:

NEE

2,356.18

Low:

TDOC

3.54

Details

P/E Ratio

30.24

High:

TWLO

367.05

Low:

INTC

-178.48

Details

PEG Ratio

249.58

High:

ENI.MI

5,682.88

Low:

INTC

-207.36

Details

Price/Book

7.98

High:

AAPL

42.87

Low:

DELL

-111.41

Details

Price/Sales

8.52

High:

CRDO

31.39

Low:

CAH

0.19

Details

Price/CF

16.58

High:

CRDO

70.78

Low:

UFCS

3.33

Details

Price/FCF

53.23

High:

NEE

2,356.18

Low:

TDOC

3.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-56.63%	Sep 2021	May 2026	56
-7.49%	Mar 2021	Aug 2021	5
-1.77%	Jun 2026	-	1

Monthly Performance

RossHarte2

🇪🇸 Stock and ETF Investor.

2 copiers.

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

Summary

-1.77%

This Month

+51.97%

Year To Date

+111.43%

2 Years

+33.11%

5 Years

+35.02%

10 Years

+6.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
31.39%
💻 Electronic Technology
13.31%
🖥️ Technology Services
12.77%
🧩 Miscellaneous
10.54%
💇‍♀️ Consumer Services
5.43%
🛍️ Retail Trade
5.27%
⚡ Utilities
5.02%
💼 Commercial Services
3.71%
💰 Finance
3.04%
🛠️ Producer Manufacturing
2.99%
⛏️ Energy Minerals
1.2%
🏭 Industrial Services
1.03%
❓ Other
0.81%
📡 Communications
0.76%
🧬 Health Technology
0.75%
🧪 Process Industries
0.73%
🪨 Non Energy Minerals
0.64%
🏥 Health Services
0.29%
📦 Distribution Services
0.24%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.17%
🇺🇸 Nasdaq
40.47%
🇳🇱 Euronext Amsterdam
0.85%
🇬🇧 LSE
0.83%
🇩🇰 Copenhagen Stock Exchange
0.81%
Tokyo Stock Exchange
0.81%
🇫🇷 Euronext Paris
0.76%
🇮🇹 Borsa Italiana
0.74%
🇫🇮 Helsinki Stock Exchange
0.46%

Countries Breakdown

Country
Total

🇺🇸 United States
47.45%
🇨🇳 China
2.91%
🇨🇦 Canada
1.59%
🇹🇼 Taiwan
1.02%
🇳🇱 Netherlands
0.85%
🇩🇰 Denmark
0.81%
🇫🇷 France
0.76%
🇮🇹 Italy
0.74%
🇰🇾 Cayman Islands
0.58%
🇫🇮 Finland
0.46%

Dividends

Dividend Yield

0.57%

29 out of 49 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ENI.MI (4.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NEE	0.12%	2.79%	$1.97
MSFT	0.06%	0.83%	$3
QQQ	0.04%	0.38%	-
DIS	0.04%	1.51%	$0.75
ENI.MI	0.03%	4.69%	$0.94
INGA.NV	0.03%	4.05%	$1.11
ORA.PA	0.03%	4.28%	$0.72
NJR	0.03%	3.48%	$1.68
BABA	0.02%	0.82%	$0.98
TD	0.02%	2.75%	$2.93
CVS	0.02%	2.8%	$2.54
PYPL	0.02%	1.01%	-
BNS	0.02%	4.01%	$3.09
ADM	0.02%	2.48%	$1.9
RPRX	0.01%	1.65%	$0.82
CAT	0.01%	0.65%	$5.31
TSM	0.01%	0.69%	$1.74
ROST	0.01%	0.75%	$1.41
NEM	0.01%	0.95%	$1.3
MU	0.01%	0.05%	$0.46
LRCX	0%	0.32%	$8
NESTE.HE	0%	0.69%	$1.2
CSCO	0%	1.29%	$1.58
CAH	0%	1.05%	$2.01
GOOG	0%	0.23%	$0.2
DELL	0%	0.54%	$1.63
AGX	0%	0.27%	$1.15
AAPL	0%	0.34%	$0.97
UFCS	0%	1.64%	$0.64

Next Dividends

Stock	Type	Date	Pay Per Share
NEM	Pay Day	Jun 22, 2026	$0.26
PYPL	Pay Day	Jun 25, 2026	$0.14
DIS	Ex-Dividend	Jun 30, 2026	$0.75
ROST	Pay Day	Jun 30, 2026	$0.45
CAH	Ex-Dividend	Jul 1, 2026	$0.52
NJR	Pay Day	Jul 1, 2026	$0.47
CSCO	Ex-Dividend	Jul 6, 2026	$0.42
BNS	Ex-Dividend	Jul 7, 2026	$0.82
LRCX	Pay Day	Jul 8, 2026	$0.26
TSM	Pay Day	Jul 9, 2026	$0.95
TD	Ex-Dividend	Jul 10, 2026	$0.81
BABA	Pay Day	Jul 13, 2026	$1.05
CAH	Pay Day	Jul 15, 2026	$0.52
CSCO	Pay Day	Jul 22, 2026	$0.42
DIS	Pay Day	Jul 22, 2026	$0.75
BNS	Pay Day	Jul 29, 2026	$0.82
TD	Pay Day	Jul 31, 2026	$0.81

Performance Metrics

Score 2.4/10

Beta

1.5

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-14.26

-15

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.53

-1

0.3

0.6

Calmar Ratio

0.01

0.3

0.6

Beta

1.5

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-14.26

-15

4.5

Omega Ratio

0.69

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.53

-1

0.3

0.6

Calmar Ratio

2,356.18

Low:

TDOC

3.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-56.63%	Sep 2021	May 2026	56
-7.49%	Mar 2021	Aug 2021	5
-1.77%	Jun 2026	-	1