Effective portfolio of Trophiena on eToro

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Trophiena

🇨🇭 Stock Income Investor.

2 copiers.

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

Effective Portfolio

Summary

-1.22%

This Month

-13.95%

Year To Date

-17.92%

2 Years

-72.26%

5 Years

-87.49%

10 Years

-23.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
37.31%
💰 Finance
23.06%
💻 Electronic Technology
8.11%
🚗 Consumer Durables
2.72%
🛍️ Retail Trade
2.52%
🪙 Cryptocurrencies
1.93%
📊 ETFs
1.88%
🛠️ Producer Manufacturing
1.74%
⛏️ Energy Minerals
1.46%
🪨 Non Energy Minerals
1.4%
🧪 Process Industries
1.39%
📦 Distribution Services
0.95%
🧬 Health Technology
0.94%
⚡ Utilities
0.83%
🏭 Industrial Services
0.78%
🍞 Consumer Non Durables
0.43%
💼 Commercial Services
0.28%
🚚 Transportation
0.21%
💵 Cash
0.2%
❓ Other
0.05%
📡 Communications
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
40.89%
🇺🇸 Nasdaq
40.12%
🌍 Digital Currency
1.93%
🇩🇪 FRA
1.64%
🇭🇰 Hong Kong Exchanges
1%
🇦🇺 Sydney
0.93%
🇬🇧 LSE
0.48%
🇨🇭 SIX
0.38%
🇳🇱 Euronext Amsterdam
0.3%
🇳🇴 Oslo Stock Exchange
0.12%
🇫🇷 Euronext Paris
0.12%
Regular Trading Hours - RTH
0.05%
🇪🇸 Bolsa De Madrid
0.04%
🇺🇸 OTC Markets Stock Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
62.96%
🇮🇪 Ireland
10.12%
🇨🇳 China
2.07%
🇩🇪 Germany
2.06%
🇸🇬 Singapore
2.01%
🇦🇺 Australia
0.93%
🇦🇷 Argentina
0.83%
🇧🇲 Bermuda
0.78%
🇨🇦 Canada
0.61%
🇨🇭 Switzerland
0.38%
🇬🇧 United Kingdom
0.31%
🇳🇱 Netherlands
0.3%
🇮🇱 Israel
0.22%
🇰🇿 Kazakhstan
0.17%
🇳🇴 Norway
0.12%
🇫🇷 France
0.12%
🇩🇰 Denmark
0.07%
🇸🇪 Sweden
0.06%
🇪🇸 Spain
0.04%
🇯🇵 Japan
0.02%

Dividends

Dividend Yield

0.96%

31 out of 70 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BNOR.OL (30.25%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ACN	0.34%	3.39%	$4.99
GS	0.21%	1.8%	$11
C	0.08%	1.82%	$2.12
JPM	0.08%	1.72%	$4.4
GOOG	0.05%	0.25%	$0.2
BNOR.OL	0.04%	30.25%	-
MAIN	0.02%	5.55%	$2.85
IMB.L	0.02%	6.58%	$1.49
GOOGL	0.02%	0.24%	$0.2
DB	0.01%	3.03%	$0.49
VOW3.DE	0.01%	6.9%	$9.06
RHM.DE	0.01%	1.13%	$5.7
LIGHT.NV	0.01%	10.5%	$1.55
UBSG.ZU	0.01%	2.06%	$0.64
KAP.L	0.01%	3.96%	-
NVDA	0.01%	0.13%	$0.02
3750.HK	0%	0.82%	-
BN.US	0%	0.69%	$0.3
NOC	0%	1.78%	$7.67
BABA	0%	0.91%	$0.98
MC.PA	0%	3.23%	$13
TEF.MC	0%	6.8%	$0.24
NVO	0%	2.85%	$0.98
TEP.PA	0%	6.45%	$3.85
PRX.NV	0%	0.78%	$0.07
PEP	0%	4.43%	$5.15
0700.HK	0%	1.24%	$3.4
ENR.DE	0%	0.5%	-
NTDOY	0%	2.4%	$0.24
META	0%	0.31%	$1
01211.HK	0%	0.51%	$3.41

Next Dividends

Stock	Type	Date	Pay Per Share
IMB.L	Pay Day	Sep 30, 2026	$0.56

Performance Metrics

Score 2.4/10

Beta

1.02

1.02

0

0.8

1.2

0

2

Sharpe Ratio

-0.29

-0.29

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.36

-0.36

-1

1

2

3

3

Jensen's Alpha

-24.79

-24.79

-25

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

-1.19

-1.19

-2

0.75

1.25

2

2

Information Ratio

-0.6

-0.6

-1

0.3

0.6

1

1

Calmar Ratio

-0.27

-0.27

-1

0.3

0.6

1

1

Beta

1.02

1.02

0

0.8

1.2

0

2

Sharpe Ratio

-0.29

-0.29

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.36

-0.36

-1

1

2

3

3

Jensen's Alpha

-24.79

-24.79

-25

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

-1.19

-1.19

-2

0.75

1.25

2

2

Information Ratio

-0.6

-0.6

-1

0.3

0.6

1

1

Calmar Ratio

-0.27

-0.27

-1

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

27.14

High:

TSLA

372.52

Low:

BIDU

-5,065.95

Details

PEG Ratio

90.73

High:

JPM

653.32

Low:

CHN.ASX

-260.46

Details

Price/Book

8.25

High:

NVDA

26.14

Low:

WIX

-26.95

Details

Price/Sales

8.75

High:

QUBT

474.43

Low:

CHN.ASX

-

Details

Price/CF

16.38

High:

MSTR

7,511.07

Low:

DB

1.03

Details

Price/FCF

30.63

High:

BABA

1,196.17

Low:

DB

1.09

Details

P/E Ratio

27.14

High:

TSLA

372.52

Low:

BIDU

-5,065.95

Details

PEG Ratio

90.73

High:

JPM

653.32

Low:

CHN.ASX

-260.46

Details

Price/Book

8.25

High:

NVDA

26.14

Low:

WIX

-26.95

Details

Price/Sales

8.75

High:

QUBT

474.43

Low:

CHN.ASX

-

Details

Price/CF

16.38

High:

MSTR

7,511.07

Low:

DB

1.03

Details

Price/FCF

30.63

High:

BABA

1,196.17

Low:

DB

1.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-89.15%	Dec 2019	-	82
-15.86%	Aug 2019	Nov 2019	3
-0.03%	Feb 2019	Jul 2019	5

Monthly Performance