Effective portfolio of SwissPat8 on eToro

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SwissPat8

🇨🇭 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+0.46%

Today

+10.09%

This Month

+8.56%

Year To Date

+112.11%

2 Years

+116.8%

5 Years

+18.03%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
44.56%
🖥️ Technology Services
13.19%
💻 Electronic Technology
7.69%
💰 Finance
6.42%
🚚 Transportation
3.14%
🛠️ Producer Manufacturing
2.44%
🛍️ Retail Trade
2.36%
📊 ETFs
2.06%
🍞 Consumer Non Durables
1.21%
🏭 Industrial Services
1.01%
🧬 Health Technology
0.71%
💇‍♀️ Consumer Services
0.49%
🚗 Consumer Durables
0.42%
🪨 Non Energy Minerals
0.38%
⚡ Utilities
0.36%
🏥 Health Services
0.32%
💵 Cash
0.23%
🧪 Process Industries
0.14%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
44.56%
🇺🇸 NYSE
18.82%
🇺🇸 Nasdaq
14.32%
🇬🇧 LSE
5.21%
🇺🇸 Chicago Board Options Exchange
2.06%
🇭🇰 Hong Kong Exchanges
0.44%
🇨🇭 SIX
0.42%
🇫🇷 Euronext Paris
0.35%
🇩🇰 Copenhagen Stock Exchange
0.27%
🇮🇹 Borsa Italiana
0.26%
🇪🇸 Bolsa De Madrid
0.22%

Countries Breakdown

Country
Total

🇺🇸 United States
28.49%
🇬🇧 United Kingdom
5.31%
🇺🇾 Uruguay
1%
🇨🇦 Canada
0.96%
🇮🇪 Ireland
0.86%
🇨🇭 Switzerland
0.63%
🇳🇱 Netherlands
0.55%
🇩🇰 Denmark
0.54%
🇨🇳 China
0.52%
🇱🇺 Luxembourg
0.48%
🇫🇷 France
0.35%
🇮🇹 Italy
0.26%
🇪🇸 Spain
0.22%
🇮🇱 Israel
0.13%

Dividends

Dividend Yield

0.31%

47 out of 88 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $0968.HK (10.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IAG.L	0.04%	2.08%	-
C	0.03%	3.04%	$2.12
BA.L	0.03%	1.81%	$0.3
GS	0.02%	2.01%	$11
JPM	0.02%	2.03%	$4.4
NKE	0.01%	2.6%	$1.45
RR.L	0.01%	0.72%	-
PGR	0.01%	1.75%	$1.15
AXP	0.01%	1.02%	$2.6
ABBN.ZU	0.01%	1.89%	$0.87
V	0.01%	0.64%	$2.01
IBE.MC	0.01%	3.18%	$0.45
TJX	0.01%	1.19%	$1.42
MSFT	0.01%	0.72%	$3
ROCKB.CO	0.01%	2.03%	$43
NVO	0%	1.73%	$0.98
ASML	0%	0.8%	$5.57
ETN	0%	1.19%	$3.6
GAW.L	0%	3.24%	$5.5
META	0%	0.32%	$1
PRY.MI	0%	1.45%	$0.7
GRMN	0%	1.79%	$3.71
JNPR	0%	2.45%	$0.88
TT	0%	0.83%	$3.27
SU.PA	0%	1.77%	$3.5
NEX.PA	0%	2.67%	$2.3
NEE	0%	2.96%	$1.97
SW	0%	3.28%	$1.18
01211.HK	0%	0.93%	$3.41
0968.HK	0%	10.16%	$0.23
GOOG	0%	0.47%	$0.2
UI	0%	0.62%	$2.4
WING	0%	0.34%	$0.88
HWM	0%	0.22%	$0.19
VIE.PA	0%	4.47%	$1.25
EME	0%	0.22%	$0.79
VRSK	0%	0.54%	$1.46
NUE	0%	1.94%	$2.13
INTU	0%	0.61%	$3.6
GEHC	0%	0.19%	$0.12
CRM	0%	0.57%	$0.4
BCC	0%	0.96%	$0.8
NVDA	0%	0.03%	$0.02
ECL	0%	0.97%	$2.24
COST	0%	0.47%	$19.22
WAB	0%	0.45%	$0.74
TTEK	0%	0.68%	$1.07

Next Dividends

Stock	Type	Date	Pay Per Share
C	Pay Day	May 23, 2025	$0.56
ETN	Pay Day	May 23, 2025	$1.04
TTEK	Ex-Dividend	May 23, 2025	$0.06
UI	Pay Day	May 27, 2025	$0.60
WAB	Ex-Dividend	May 27, 2025	$0.25
HWM	Pay Day	May 27, 2025	$0.10
GS	Ex-Dividend	May 30, 2025	$3.00
NKE	Ex-Dividend	Jun 2, 2025	$0.40
V	Pay Day	Jun 2, 2025	$0.59
JNPR	Ex-Dividend	Jun 2, 2025	$0.22
BCC	Ex-Dividend	Jun 2, 2025	$0.21
TJX	Pay Day	Jun 5, 2025	$0.42
TTEK	Pay Day	Jun 5, 2025	$0.06
TT	Ex-Dividend	Jun 6, 2025	$0.94
WING	Pay Day	Jun 6, 2025	$0.27
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
WAB	Pay Day	Jun 10, 2025	$0.25
MSFT	Pay Day	Jun 12, 2025	$0.83
VRSK	Ex-Dividend	Jun 13, 2025	$0.45
GOOG	Pay Day	Jun 16, 2025	$0.21
GRMN	Ex-Dividend	Jun 16, 2025	$0.90
ECL	Ex-Dividend	Jun 17, 2025	$0.65
SW	Pay Day	Jun 18, 2025	$0.43
BCC	Pay Day	Jun 18, 2025	$0.21
JNPR	Pay Day	Jun 23, 2025	$0.22
GS	Pay Day	Jun 27, 2025	$3.00
GRMN	Pay Day	Jun 27, 2025	$0.90
TT	Pay Day	Jun 30, 2025	$0.94
VRSK	Pay Day	Jun 30, 2025	$0.45
NKE	Pay Day	Jul 1, 2025	$0.40
JPM	Ex-Dividend	Jul 3, 2025	$1.40
IBE.MC	Ex-Dividend	Jul 4, 2025	$0.46
ECL	Pay Day	Jul 15, 2025	$0.65
IBE.MC	Pay Day	Jul 30, 2025	$0.46
JPM	Pay Day	Jul 31, 2025	$1.40

Performance Metrics

Score 5.5/10

Beta

1.6

1.6

0

0.8

1.2

0

2

Sharpe Ratio

0.46

0.46

0

0.5

1

1.5

1.5

Sortino Ratio

0.92

0.92

0

1

2

3

3

Jensen's Alpha

4.25

4.25

-2

0

2

5

5

Omega Ratio

1.28

1.28

0

1

1.5

2.5

2.5

Treynor Ratio

1.03

1.03

0

0.75

1.25

2

2

Information Ratio

0.28

0.28

0

0.3

0.6

1

1

Calmar Ratio

0.28

0.28

0

0.3

0.6

1

1

Beta

1.6

1.6

0

0.8

1.2

0

2

Sharpe Ratio

0.46

0.46

0

0.5

1

1.5

1.5

Sortino Ratio

0.92

0.92

0

1

2

3

3

Jensen's Alpha

4.25

4.25

-2

0

2

5

5

Omega Ratio

1.28

1.28

0

1

1.5

2.5

2.5

Treynor Ratio

1.03

1.03

0

0.75

1.25

2

2

Information Ratio

0.28

0.28

0

0.3

0.6

1

1

Calmar Ratio

0.28

0.28

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.41

High:

PLTR

548.43

Low:

CRWD

-5,271.16

Details

PEG Ratio

223.78

High:

IAG.L

1,074.28

Low:

IOT

-354.39

Details

Price/Book

9.19

High:

VRSK

356.27

Low:

RR.L

-76.25

Details

Price/Sales

7.51

High:

PLTR

102.92

Low:

VIE.PA

0.52

Details

Price/CF

23.25

High:

TTWO

18,296.3

Low:

IAG.L

2.97

Details

Price/FCF

39.49

High:

NUE

5,649.81

Low:

GS

3.63

Details

P/E Ratio

32.41

High:

PLTR

548.43

Low:

CRWD

-5,271.16

Details

PEG Ratio

223.78

High:

IAG.L

1,074.28

Low:

IOT

-354.39

Details

Price/Book

9.19

High:

VRSK

356.27

Low:

RR.L

-76.25

Details

Price/Sales

7.51

High:

PLTR

102.92

Low:

VIE.PA

0.52

Details

Price/CF

23.25

High:

TTWO

18,296.3

Low:

IAG.L

2.97

Details

Price/FCF

39.49

High:

NUE

5,649.81

Low:

GS

3.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-54.41%	Nov 2021	Nov 2024	36
-21.04%	Feb 2025	-	4
-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
-0.88%	Mar 2021	Apr 2021	1

Monthly Performance