Portfolio of Smartportfolio on eToro

Smartportfolio

🇨🇭 Stock Multi-Strategy Investor.

12 copiers.

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

Summary

+9.1%

This Month

+4.24%

Year To Date

+42.46%

2 Years

+47%

5 Years

+47%

10 Years

+8.77%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
38.64%
💻 Electronic Technology
19.02%
🖥️ Technology Services
18.84%
🚗 Consumer Durables
11.18%
🛠️ Producer Manufacturing
5.77%
⚡ Utilities
3.06%
📦 Distribution Services
2.87%
💰 Finance
2.77%
🪨 Non Energy Minerals
1.79%
🪙 Cryptocurrencies
1.02%
💇‍♀️ Consumer Services
0.87%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.26%
🇺🇸 NYSE
11.31%
🇩🇪 FRA
9.86%
🇬🇧 LSE
7.98%
🇨🇭 SIX
2.77%
🌍 Digital Currency
1.02%

Countries Breakdown

Country
Total

🇺🇸 United States
37.82%
🇩🇪 Germany
9.86%
🇨🇳 China
7.75%
🇨🇭 Switzerland
5.63%
🇬🇧 United Kingdom
3.32%
🇮🇳 India
1.79%

Dividends

Dividend Yield

0.84%

14 out of 21 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.4%	7.05%	$9.06
P911.DE	0.08%	5.47%	$2.31
QCOM	0.08%	2.55%	$3.25
UBSG.ZU	0.07%	2.52%	$0.64
GLEN.L	0.05%	1.81%	$0.1
MSFT	0.03%	0.85%	$3
TTST.L	0.03%	1.54%	$0.41
PCG	0.03%	0.88%	$0.03
RR.L	0.02%	0.75%	-
GOOG	0.02%	0.25%	$0.2
ORCL	0.01%	1.01%	$1.6
ENR.DE	0.01%	0.41%	-
GEV	0%	0.15%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
ORCL	Pay Day	Apr 24, 2026	$0.50
GLEN.L	Ex-Dividend	May 6, 2026	$0.09
MSFT	Ex-Dividend	May 21, 2026	$0.91
GLEN.L	Pay Day	Jun 3, 2026	$0.09
RR.L	Pay Day	Jun 3, 2026	$0.07
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
MSFT	Pay Day	Jun 11, 2026	$0.91
QCOM	Pay Day	Jun 25, 2026	$0.92

Performance Metrics

Score 3.2/10

Beta

1.1

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-2.21

-3

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.1

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-2.21

-3

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.84

High:

GLEN.L

239

Low:

INTC

-836.39

Details

PEG Ratio

-36.99

High:

PCG

717.28

Low:

INTC

-851.7

Details

Price/Book

8.83

High:

RR.L

39.1

Low:

VOW3.DE

0.26

Details

Price/Sales

7.58

High:

NVDA

22.86

Low:

VOW3.DE

0.14

Details

Price/CF

25.66

High:

NVDA

44.64

Low:

VOW3.DE

3.46

Details

Price/FCF

56.14

High:

P911.DE

595.63

Low:

TRIP

10.36

Details

P/E Ratio

33.84

High:

GLEN.L

239

Low:

INTC

-836.39

Details

PEG Ratio

-36.99

High:

PCG

717.28

Low:

INTC

-851.7

Details

Price/Book

8.83

High:

RR.L

39.1

Low:

VOW3.DE

0.26

Details

Price/Sales

7.58

High:

NVDA

22.86

Low:

VOW3.DE

0.14

Details

Price/CF

25.66

High:

NVDA

44.64

Low:

VOW3.DE

3.46

Details

Price/FCF

56.14

High:

P911.DE

595.63

Low:

TRIP

10.36

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-45.37%	Nov 2021	Feb 2024	27
-8.99%	Jul 2021	Oct 2021	3
-7%	Feb 2025	Jul 2025	5
-6.62%	Apr 2024	Nov 2024	7
-6.37%	Feb 2026	Apr 2026	2
-3%	Nov 2025	Jan 2026	2
-2.63%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of Smartportfolio on eToro

Smartportfolio

🇨🇭 Stock Multi-Strategy Investor.

12 copiers.

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

Summary

+9.1%

This Month

+4.24%

Year To Date

+42.46%

2 Years

+47%

5 Years

+47%

10 Years

+8.77%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
38.64%
💻 Electronic Technology
19.02%
🖥️ Technology Services
18.84%
🚗 Consumer Durables
11.18%
🛠️ Producer Manufacturing
5.77%
⚡ Utilities
3.06%
📦 Distribution Services
2.87%
💰 Finance
2.77%
🪨 Non Energy Minerals
1.79%
🪙 Cryptocurrencies
1.02%
💇‍♀️ Consumer Services
0.87%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.26%
🇺🇸 NYSE
11.31%
🇩🇪 FRA
9.86%
🇬🇧 LSE
7.98%
🇨🇭 SIX
2.77%
🌍 Digital Currency
1.02%

Countries Breakdown

Country
Total

🇺🇸 United States
37.82%
🇩🇪 Germany
9.86%
🇨🇳 China
7.75%
🇨🇭 Switzerland
5.63%
🇬🇧 United Kingdom
3.32%
🇮🇳 India
1.79%

Dividends

Dividend Yield

0.84%

14 out of 21 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.4%	7.05%	$9.06
P911.DE	0.08%	5.47%	$2.31
QCOM	0.08%	2.55%	$3.25
UBSG.ZU	0.07%	2.52%	$0.64
GLEN.L	0.05%	1.81%	$0.1
MSFT	0.03%	0.85%	$3
TTST.L	0.03%	1.54%	$0.41
PCG	0.03%	0.88%	$0.03
RR.L	0.02%	0.75%	-
GOOG	0.02%	0.25%	$0.2
ORCL	0.01%	1.01%	$1.6
ENR.DE	0.01%	0.41%	-
GEV	0%	0.15%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
ORCL	Pay Day	Apr 24, 2026	$0.50
GLEN.L	Ex-Dividend	May 6, 2026	$0.09
MSFT	Ex-Dividend	May 21, 2026	$0.91
GLEN.L	Pay Day	Jun 3, 2026	$0.09
RR.L	Pay Day	Jun 3, 2026	$0.07
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
MSFT	Pay Day	Jun 11, 2026	$0.91
QCOM	Pay Day	Jun 25, 2026	$0.92

Performance Metrics

Score 3.2/10

Beta

1.1

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-2.21

-3

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.1

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-2.21

-3

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

595.63

Low:

TRIP

10.36

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-45.37%	Nov 2021	Feb 2024	27
-8.99%	Jul 2021	Oct 2021	3
-7%	Feb 2025	Jul 2025	5
-6.62%	Apr 2024	Nov 2024	7
-6.37%	Feb 2026	Apr 2026	2
-3%	Nov 2025	Jan 2026	2
-2.63%	Dec 2024	Jan 2025	1