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

-13.13%

This Month

-18.37%

Year To Date

-61.28%

2 Years

-74.15%

5 Years

-88.13%

10 Years

-24.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
30.54%
🛠️ Producer Manufacturing
18.45%
💻 Electronic Technology
16.76%
💰 Finance
14.83%
💇‍♀️ Consumer Services
6%
🚗 Consumer Durables
3.58%
📊 ETFs
2.91%
🪙 Cryptocurrencies
2.37%
🪨 Non Energy Minerals
1.41%
🛍️ Retail Trade
0.88%
💼 Commercial Services
0.66%
🍞 Consumer Non Durables
0.51%
🧬 Health Technology
0.41%
🚚 Transportation
0.3%
❓ Other
0.13%
⛏️ Energy Minerals
0.11%
💵 Cash
0.1%
📡 Communications
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.6%
🇺🇸 Nasdaq
23.9%
🇩🇪 FRA
9.11%
🇨🇭 SIX
5.92%
🇫🇷 Euronext Paris
5.67%
🌍 Digital Currency
2.37%
🇭🇰 Hong Kong Exchanges
1.27%
🇦🇺 Sydney
0.89%
🇬🇧 LSE
0.54%
🇳🇱 Euronext Amsterdam
0.32%
Regular Trading Hours - RTH
0.13%
🇳🇴 Oslo Stock Exchange
0.11%
🇪🇸 Bolsa De Madrid
0.04%
🇺🇸 OTC Markets Stock Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
34.37%
🇯🇵 Japan
14.52%
🇮🇪 Ireland
11.41%
🇩🇪 Germany
9.7%
🇸🇪 Sweden
7.17%
🇨🇭 Switzerland
5.92%
🇫🇷 France
5.67%
🇨🇳 China
2.59%
🇦🇺 Australia
0.89%
🇨🇦 Canada
0.7%
🇮🇱 Israel
0.45%
🇬🇧 United Kingdom
0.37%
🇳🇱 Netherlands
0.32%
🇰🇿 Kazakhstan
0.17%
🇳🇴 Norway
0.11%
🇩🇰 Denmark
0.08%
🇪🇸 Spain
0.04%

Dividends

Dividend Yield

1.31%

35 out of 69 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $BNOR.OL (34.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ACN	0.51%	4.44%	$4.99
SMFG	0.11%	1.84%	$0.29
JPM	0.11%	1.7%	$4.4
DIS	0.09%	1.58%	$0.75
SU.PA	0.08%	1.57%	$3.5
ABBN.ZU	0.06%	1.18%	$0.87
SONY	0.04%	0.53%	$0.49
BNOR.OL	0.04%	34.53%	-
ENR.DE	0.03%	0.46%	-
TEP.PA	0.03%	7.99%	$3.85
GOOGL	0.02%	0.27%	$0.2
MAIN	0.02%	5.8%	$2.85
IMB.L	0.02%	5.82%	$1.49
DB	0.02%	3.32%	$0.49
RHM.DE	0.01%	1.11%	$5.7
VOW3.DE	0.01%	7.31%	$9.06
PFE	0.01%	7.01%	$1.66
UBSG.ZU	0.01%	2.02%	$0.64
NVDA	0.01%	0.14%	$0.02
LIGHT.NV	0.01%	10.78%	$1.55
KAP.L	0.01%	4.06%	-
BN.US	0%	0.62%	$0.3
BABA	0%	0.92%	$0.98
MSFT	0%	0.95%	$3
NOC	0%	1.73%	$7.67
3750.HK	0%	0.57%	-
MC.PA	0%	2.82%	$13
TEF.MC	0%	6.75%	$0.24
0700.HK	0%	1.22%	$3.4
NVO	0%	2.52%	$0.98
PRX.NV	0%	0.76%	$0.07
PEP	0%	4.21%	$5.15
NTDOY	0%	3%	$0.24
META	0%	0.35%	$1
01211.HK	0%	0.46%	$3.41

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Jul 31, 2026	$1.50
01211.HK	Pay Day	Jul 31, 2026	$0.05
IMB.L	Ex-Dividend	Aug 20, 2026	$0.56
IMB.L	Pay Day	Sep 30, 2026	$0.56

Performance Metrics

Score 2.4/10

Beta

1.03

1.03

0

0.8

1.2

0

2

Sharpe Ratio

-0.3

-0.3

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.36

-0.36

-1

1

2

3

3

Jensen's Alpha

-25.53

-25.53

-26

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

-1.22

-1.22

-2

0.75

1.25

2

2

Information Ratio

-0.61

-0.61

-1

0.3

0.6

1

1

Calmar Ratio

-0.28

-0.28

-1

0.3

0.6

1

1

Beta

1.03

1.03

0

0.8

1.2

0

2

Sharpe Ratio

-0.3

-0.3

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.36

-0.36

-1

1

2

3

3

Jensen's Alpha

-25.53

-25.53

-26

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

-1.22

-1.22

-2

0.75

1.25

2

2

Information Ratio

-0.61

-0.61

-1

0.3

0.6

1

1

Calmar Ratio

-0.28

-0.28

-1

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

28.53

High:

TSLA

372.52

Low:

BIDU

-5,065.95

Details

PEG Ratio

123.2

High:

JPM

653.32

Low:

CHN.ASX

-260.46

Details

Price/Book

8.33

High:

NVDA

26.14

Low:

WIX

-26.95

Details

Price/Sales

7.93

High:

QUBT

474.43

Low:

CHN.ASX

-

Details

Price/CF

20.01

High:

MSTR

7,511.07

Low:

DB

1.03

Details

Price/FCF

34.01

High:

BABA

1,196.17

Low:

DB

1.09

Details

P/E Ratio

28.53

High:

TSLA

372.52

Low:

BIDU

-5,065.95

Details

PEG Ratio

123.2

High:

JPM

653.32

Low:

CHN.ASX

-260.46

Details

Price/Book

8.33

High:

NVDA

26.14

Low:

WIX

-26.95

Details

Price/Sales

7.93

High:

QUBT

474.43

Low:

CHN.ASX

-

Details

Price/CF

20.01

High:

MSTR

7,511.07

Low:

DB

1.03

Details

Price/FCF

34.01

High:

BABA

1,196.17

Low:

DB

1.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-89.15%	Dec 2019	-	80
-15.86%	Aug 2019	Nov 2019	3
-0.03%	Feb 2019	Jul 2019	5

Monthly Performance