Effective portfolio of SwissPat8 on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
AFCG	0.11%	35.68%	$1.92
CVX	0.07%	3.71%	$6.28
BP.L	0.07%	5.04%	$0.23
EQNR.OL	0.06%	4.89%	$13.95
XOM	0.06%	2.69%	$3.76
SHEL.L	0.06%	3.48%	$0.8
TTE.PA	0.05%	5.08%	$3.06
SHEL	0.05%	3.5%	$2.7
COP	0.04%	2.8%	$3.25
PGR	0.04%	6.62%	$1.15
ET	0.03%	7.06%	$1.25
CME	0.03%	3.54%	$9.75
BAC	0.02%	2.2%	$0.96
JPM	0.02%	1.95%	$4.4
SYY	0.02%	2.52%	$2.01
NKE	0.02%	2.75%	$1.45
GS	0.02%	1.8%	$11
BA.L	0.02%	1.62%	$0.3
SBUX	0.02%	2.55%	$2.24
AIXA.DE	0.01%	0.48%	$0.4
HO.PA	0.01%	1.54%	$3.4
TJX	0.01%	1.09%	$1.42
RR.L	0.01%	0.7%	-
WTI	0.01%	1.37%	$0.03
ASML	0.01%	0.54%	$5.57
NVO	0.01%	3.45%	$0.98
RACE	0.01%	1.16%	$2.64
TSM	0.01%	0.78%	$1.74
TKO	0%	1.07%	$0.48
AAPL	0%	0.4%	$0.97
GOOG	0%	0.28%	$0.2
HWM	0%	0.18%	$0.19
3750.HK	0%	0.22%	-
WING	0%	0.49%	$0.88
EME	0%	0.16%	$0.79
FIX	0%	0.16%	$1.02
GEHC	0%	0.18%	$0.12

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

1.6

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

-3.85

-4

4.5

Omega Ratio

1.09

1.5

2.5

Treynor Ratio

0.79

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Beta

1.6

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

-3.85

-4

4.5

Omega Ratio

1.09

1.5

2.5

Treynor Ratio

0.79

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.79

High:

BP.L

4,375

Low:

RKLB

-191.35

Details

PEG Ratio

-140.34

High:

JPM

1,118.42

Low:

RKLB

-9,779.22

Details

Price/Book

5.15

High:

PLTR

49.59

Low:

SBUX

-13.19

Details

Price/Sales

3.66

High:

JOBY

165.62

Low:

SRRK

Details

Price/CF

15.56

High:

SAIL

679.28

Low:

EQNR.OL

2.88

Details

Price/FCF

40.78

High:

SAIL

3,139.49

Low:

KLAR

8.85

Details

P/E Ratio

27.79

High:

BP.L

4,375

Low:

RKLB

-191.35

Details

PEG Ratio

-140.34

High:

JPM

1,118.42

Low:

RKLB

-9,779.22

Details

Price/Book

5.15

High:

PLTR

49.59

Low:

SBUX

-13.19

Details

Worst Drawdowns

Depth	Start	End	Total months
-54.41%	Nov 2021	Nov 2024	36
-29.32%	Oct 2025	-	6
-21.04%	Feb 2025	Jul 2025	5
-9.64%	Sep 2020	Nov 2020	2
-7.96%	Sep 2021	Oct 2021	1
-5.83%	May 2021	Aug 2021	3
-2.42%	Dec 2024	Jan 2025	1
-1.44%	Aug 2025	Sep 2025	1
-0.88%	Mar 2021	Apr 2021	1

Monthly Performance

SwissPat8

🇨🇭 Stock and Crypto 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

-2.47%

This Month

-13%

Year To Date

+33.3%

2 Years

+13.45%

5 Years

+77.7%

10 Years

+11.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
32.23%
⛏️ Energy Minerals
12.92%
💻 Electronic Technology
11.7%
🖥️ Technology Services
8.05%
🛠️ Producer Manufacturing
5.29%
📊 ETFs
4.86%
💰 Finance
4.69%
🏭 Industrial Services
4.19%
🧩 Miscellaneous
4.09%
🛍️ Retail Trade
2.84%
🧬 Health Technology
2.22%
💇‍♀️ Consumer Services
2.1%
🍞 Consumer Non Durables
1.72%
🚚 Transportation
1.4%
📦 Distribution Services
0.75%
🚗 Consumer Durables
0.59%
💼 Commercial Services
0.22%
🏥 Health Services
0.13%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.45%
🌍 Digital Currency
32.23%
🇺🇸 Nasdaq
20.51%
🇬🇧 LSE
5.22%
🇩🇪 FRA
2.57%
🇫🇷 Euronext Paris
1.68%
🇳🇴 Oslo Stock Exchange
1.25%
🇭🇰 Hong Kong Exchanges
1.07%

Countries Breakdown

Country
Total

🇺🇸 United States
40.49%
🇬🇧 United Kingdom
6.78%
🇩🇪 Germany
2.57%
🇫🇷 France
1.68%
🇳🇱 Netherlands
1.28%
🇳🇴 Norway
1.25%
🇨🇳 China
1.2%
🇨🇦 Canada
1.04%
🇹🇼 Taiwan
0.68%
🇨🇭 Switzerland
0.62%
🇺🇾 Uruguay
0.56%
🇮🇹 Italy
0.46%
🇩🇰 Denmark
0.2%

Dividends

Dividend Yield

0.89%

37 out of 81 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AFCG (35.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AFCG	0.11%	35.68%	$1.92
CVX	0.07%	3.71%	$6.28
BP.L	0.07%	5.04%	$0.23
EQNR.OL	0.06%	4.89%	$13.95
XOM	0.06%	2.69%	$3.76
SHEL.L	0.06%	3.48%	$0.8
TTE.PA	0.05%	5.08%	$3.06
SHEL	0.05%	3.5%	$2.7
COP	0.04%	2.8%	$3.25
PGR	0.04%	6.62%	$1.15
ET	0.03%	7.06%	$1.25
CME	0.03%	3.54%	$9.75
BAC	0.02%	2.2%	$0.96
JPM	0.02%	1.95%	$4.4
SYY	0.02%	2.52%	$2.01
NKE	0.02%	2.75%	$1.45
GS	0.02%	1.8%	$11
BA.L	0.02%	1.62%	$0.3
SBUX	0.02%	2.55%	$2.24
AIXA.DE	0.01%	0.48%	$0.4
HO.PA	0.01%	1.54%	$3.4
TJX	0.01%	1.09%	$1.42
RR.L	0.01%	0.7%	-
WTI	0.01%	1.37%	$0.03
ASML	0.01%	0.54%	$5.57
NVO	0.01%	3.45%	$0.98
RACE	0.01%	1.16%	$2.64
TSM	0.01%	0.78%	$1.74
TKO	0%	1.07%	$0.48
AAPL	0%	0.4%	$0.97
GOOG	0%	0.28%	$0.2
HWM	0%	0.18%	$0.19
3750.HK	0%	0.22%	-
WING	0%	0.49%	$0.88
EME	0%	0.16%	$0.79
FIX	0%	0.16%	$1.02
GEHC	0%	0.18%	$0.12

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

1.6

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

-3.85

-4

4.5

Omega Ratio

1.09

1.5

2.5

Treynor Ratio

0.79

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Beta

1.6

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.73

Jensen's Alpha

-3.85

-4

4.5

Omega Ratio

1.09

1.5

2.5

Treynor Ratio

0.79

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

3.66

High:

JOBY

165.62

Low:

SRRK

Details

Price/CF

15.56

High:

SAIL

679.28

Low:

EQNR.OL

2.88

Details

Price/FCF

40.78

High:

SAIL

3,139.49

Low:

KLAR

8.85

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-54.41%	Nov 2021	Nov 2024	36
-29.32%	Oct 2025	-	6
-21.04%	Feb 2025	Jul 2025	5
-9.64%	Sep 2020	Nov 2020	2
-7.96%	Sep 2021	Oct 2021	1
-5.83%	May 2021	Aug 2021	3
-2.42%	Dec 2024	Jan 2025	1
-1.44%	Aug 2025	Sep 2025	1
-0.88%	Mar 2021	Apr 2021	1