Portfolio of SergioModenesi on eToro

SergioModenesi

🇮🇹 Stock Multi-Strategy Investor.

27 copiers.

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

Summary

-1.99%

This Month

+7.35%

Year To Date

+98.77%

2 Years

+68.59%

5 Years

+176.45%

10 Years

+18.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
37.09%
💵 Cash
30.96%
💼 Commercial Services
6.22%
🌾 Commodities
5.86%
🧩 Miscellaneous
4.9%
🛍️ Retail Trade
4.21%
📊 ETFs
3.28%
💇‍♀️ Consumer Services
2.73%
🪙 Cryptocurrencies
1.67%
💻 Electronic Technology
0.87%
💹 Forex
0.67%
⛏️ Energy Minerals
0.38%
🪨 Non Energy Minerals
0.15%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.84%
🇺🇸 NYSE
15.12%
🌍 Commodity
5.86%
🌍 Digital Currency
1.67%
🌍 FX
0.67%
🇬🇧 LSE
0.53%
🇭🇰 Hong Kong Exchanges
0.34%

Countries Breakdown

Country
Total

🇺🇸 United States
45.68%
🇨🇳 China
2.76%
🇦🇺 Australia
2.68%
🇷🇺 Russia
0.38%
🇬🇧 United Kingdom
0.14%

Dividends

Dividend Yield

0.53%

12 out of 30 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
OGZDL.L	0.16%	67.74%	-
MCD	0.09%	3.19%	$6.53
PYPL	0.06%	1.01%	-
HD	0.06%	3.2%	$8.52
SVSTL.L	0.05%	2546.05%	-
EVR.L	0.03%	17.85%	-
MSFT	0.03%	0.69%	$3
BABA	0.02%	0.92%	$0.98
NVTKL.L	0.02%	109.46%	-
GOOG	0.01%	0.25%	$0.2
00285.HK	0%	0.77%	$0.59
META	0%	0.29%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
MCD	Ex-Dividend	Dec 1, 2026	$1.86
HD	Ex-Dividend	Dec 3, 2026	$2.33
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
META	Ex-Dividend	Dec 21, 2026	$0.53
BABA	Ex-Dividend	Jun 11, 2027	$1.05
00285.HK	Ex-Dividend	Jun 11, 2027	$0.02
OGZDL.L	Ex-Dividend	Jul 14, 2027	$0.00

Performance Metrics

Score 6/10

Beta

1.27

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

3.79

-2

4.5

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.28

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.27

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

3.79

-2

4.5

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.28

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

20.55

High:

MSFT

29.27

Low:

IREN

-20.44

Details

PEG Ratio

106.3

High:

MCD

352.48

Low:

SVSTL.L

Details

Price/Book

High:

WULF

50.1

Low:

MCD

-161.19

Details

Price/Sales

8.23

High:

WULF

43.49

Low:

00285.HK

0.26

Details

Price/CF

18.07

High:

WULF

113.46

Low:

ATADL.L

0.14

Details

Price/FCF

65.78

High:

BABA

1,196.17

Low:

ATADL.L

0.53

Details

P/E Ratio

20.55

High:

MSFT

29.27

Low:

IREN

-20.44

Details

PEG Ratio

106.3

High:

MCD

352.48

Low:

SVSTL.L

Details

Worst Drawdowns

Depth	Start	End	Total months
-54.38%	Nov 2021	Nov 2024	36
-31.79%	Dec 2024	Aug 2025	8
-10%	Apr 2026	Aug 2026	4
-6.85%	Sep 2021	Oct 2021	1
-4.68%	Jan 2026	Feb 2026	1
-4.61%	Jul 2021	Aug 2021	1
-4.04%	Sep 2026	-	2
-2.73%	Feb 2021	Apr 2021	2
-2.03%	Oct 2020	Nov 2020	1
-1.2%	May 2021	Jun 2021	1

Monthly Performance

Portfolio of SergioModenesi on eToro

SergioModenesi

🇮🇹 Stock Multi-Strategy Investor.

27 copiers.

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

Summary

-1.99%

This Month

+7.35%

Year To Date

+98.77%

2 Years

+68.59%

5 Years

+176.45%

10 Years

+18.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
37.09%
💵 Cash
30.96%
💼 Commercial Services
6.22%
🌾 Commodities
5.86%
🧩 Miscellaneous
4.9%
🛍️ Retail Trade
4.21%
📊 ETFs
3.28%
💇‍♀️ Consumer Services
2.73%
🪙 Cryptocurrencies
1.67%
💻 Electronic Technology
0.87%
💹 Forex
0.67%
⛏️ Energy Minerals
0.38%
🪨 Non Energy Minerals
0.15%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.84%
🇺🇸 NYSE
15.12%
🌍 Commodity
5.86%
🌍 Digital Currency
1.67%
🌍 FX
0.67%
🇬🇧 LSE
0.53%
🇭🇰 Hong Kong Exchanges
0.34%

Countries Breakdown

Country
Total

🇺🇸 United States
45.68%
🇨🇳 China
2.76%
🇦🇺 Australia
2.68%
🇷🇺 Russia
0.38%
🇬🇧 United Kingdom
0.14%

Dividends

Dividend Yield

0.53%

12 out of 30 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
OGZDL.L	0.16%	67.74%	-
MCD	0.09%	3.19%	$6.53
PYPL	0.06%	1.01%	-
HD	0.06%	3.2%	$8.52
SVSTL.L	0.05%	2546.05%	-
EVR.L	0.03%	17.85%	-
MSFT	0.03%	0.69%	$3
BABA	0.02%	0.92%	$0.98
NVTKL.L	0.02%	109.46%	-
GOOG	0.01%	0.25%	$0.2
00285.HK	0%	0.77%	$0.59
META	0%	0.29%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
MCD	Ex-Dividend	Dec 1, 2026	$1.86
HD	Ex-Dividend	Dec 3, 2026	$2.33
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
META	Ex-Dividend	Dec 21, 2026	$0.53
BABA	Ex-Dividend	Jun 11, 2027	$1.05
00285.HK	Ex-Dividend	Jun 11, 2027	$0.02
OGZDL.L	Ex-Dividend	Jul 14, 2027	$0.00

Performance Metrics

Score 6/10

Beta

1.27

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

3.79

-2

4.5

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.28

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.27

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

3.79

-2

4.5

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.28

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

20.55

High:

MSFT

29.27

Low:

IREN

-20.44

Details

PEG Ratio

106.3

High:

MCD

352.48

Low:

SVSTL.L

Details

106.3

High:

MCD

352.48

Low:

SVSTL.L

Details

Worst Drawdowns

Depth	Start	End	Total months
-54.38%	Nov 2021	Nov 2024	36
-31.79%	Dec 2024	Aug 2025	8
-10%	Apr 2026	Aug 2026	4
-6.85%	Sep 2021	Oct 2021	1
-4.68%	Jan 2026	Feb 2026	1
-4.61%	Jul 2021	Aug 2021	1
-4.04%	Sep 2026	-	2
-2.73%	Feb 2021	Apr 2021	2
-2.03%	Oct 2020	Nov 2020	1
-1.2%	May 2021	Jun 2021	1