Effective portfolio of Ulysses88 on eToro

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Ulysses88

🇨🇭 Stock and ETF Growth 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

-1.38%

This Month

-7.89%

Year To Date

+9.25%

2 Years

-26.1%

5 Years

-34.25%

10 Years

-8.59%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
28.17%
💰 Finance
16.91%
📊 ETFs
9.04%
🍞 Consumer Non Durables
9.03%
🧬 Health Technology
8.32%
💻 Electronic Technology
8.16%
🧩 Miscellaneous
6.99%
🖥️ Technology Services
2.18%
🛠️ Producer Manufacturing
2.12%
🧪 Process Industries
1.96%
📡 Communications
0.02%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.37%
🇬🇧 LSE
17.75%
🇫🇷 Euronext Paris
14.02%
🇩🇪 FRA
11.25%
🇳🇴 Oslo Stock Exchange
6.15%
🇨🇭 SIX
4.35%
🇵🇹 Euronext Lisbon
1.8%
🇺🇸 Nasdaq
0.21%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
27.26%
🇫🇷 France
14.02%
🇩🇪 Germany
11.25%
🇺🇸 United States
9.9%
🇳🇴 Norway
6.15%
🇨🇭 Switzerland
4.35%
🇨🇦 Canada
2.14%
🇵🇹 Portugal
1.8%

Dividends

Dividend Yield

2.61%

31 out of 36 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $RI.PA (7.38%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EQNR.OL	0.27%	4.32%	$13.95
TTE.PA	0.25%	4.49%	$3.06
BP.L	0.24%	4.62%	$0.23
SHEL.L	0.18%	3.47%	$0.8
RI.PA	0.18%	7.38%	$4.7
RF.PA	0.17%	6.07%	$2.42
SAN.PA	0.14%	5.64%	$3.76
NWG	0.11%	5.41%	$0.42
UL.US	0.1%	3.87%	$1.82
SHEL	0.09%	3.44%	$2.7
NESN.ZU	0.08%	4%	$3
ROP.ZU	0.08%	3.11%	$9.6
VNA.DE	0.07%	5.63%	$0.9
NTR	0.06%	3.14%	$2.14
GALP.LS	0.06%	3.41%	-
SHL.DE	0.06%	2.97%	$0.95
RKT.L	0.06%	4.62%	$1.93
RR.L	0.04%	0.78%	-
XOM	0.04%	2.81%	$3.76
BAC	0.04%	2.17%	$0.96
BCS	0.04%	1.89%	$0.39
GS	0.04%	1.82%	$11
JPM	0.04%	1.95%	$4.4
C	0.04%	1.86%	$2.12
SAP.DE	0.04%	1.72%	$2.2
KGX.DE	0.02%	1.31%	$0.7
MC.PA	0.02%	2.75%	$13
RHM.DE	0.02%	0.95%	$5.7
GRI.L	0.02%	5.17%	$0.07
BAYN.DE	0%	0.3%	$0.11
IRDM	0%	1.07%	$0.53

Next Dividends

Stock	Type	Date	Pay Per Share
EQNR.OL	Ex-Dividend	May 13, 2026	$0.39
BP.L	Ex-Dividend	May 14, 2026	$0.08
XOM	Ex-Dividend	May 15, 2026	$1.03
UL.US	Ex-Dividend	May 15, 2026	$0.55
SHEL.L	Ex-Dividend	May 21, 2026	$0.39
C	Pay Day	May 22, 2026	$0.60
SHEL	Ex-Dividend	May 22, 2026	$0.78
EQNR.OL	Pay Day	May 27, 2026	$0.39
GS	Ex-Dividend	Jun 1, 2026	$4.50
RR.L	Pay Day	Jun 3, 2026	$0.07
BAC	Ex-Dividend	Jun 5, 2026	$0.28
XOM	Pay Day	Jun 10, 2026	$1.03
RKT.L	Pay Day	Jun 12, 2026	$1.70
BAC	Pay Day	Jun 26, 2026	$0.28
BP.L	Pay Day	Jun 26, 2026	$0.08
UL.US	Pay Day	Jun 26, 2026	$0.55
GS	Pay Day	Jun 29, 2026	$4.50
SHEL	Pay Day	Jun 29, 2026	$0.78
SHEL.L	Pay Day	Jun 29, 2026	$0.39
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
NTR	Ex-Dividend	Jun 30, 2026	$0.55
TTE.PA	Pay Day	Jul 2, 2026	$1.01
NTR	Pay Day	Jul 17, 2026	$0.55
RI.PA	Ex-Dividend	Jul 22, 2026	$2.77
RI.PA	Pay Day	Jul 24, 2026	$2.77

Performance Metrics

Score 2.4/10

Beta

0.82

0.82

0

0.8

1.2

0

2

Sharpe Ratio

-0.41

-0.41

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.51

-0.51

-1

1

2

3

3

Jensen's Alpha

-15.17

-15.17

-16

0

2

4.5

4.5

Omega Ratio

0.44

0.44

0

1

1.5

2.5

2.5

Treynor Ratio

-0.88

-0.88

-1

0.75

1.25

2

2

Information Ratio

-1.03

-1.03

-2

0.3

0.6

1

1

Calmar Ratio

-0.13

-0.13

-1

0.3

0.6

1

1

Beta

0.82

0.82

0

0.8

1.2

0

2

Sharpe Ratio

-0.41

-0.41

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.51

-0.51

-1

1

2

3

3

Jensen's Alpha

-15.17

-15.17

-16

0

2

4.5

4.5

Omega Ratio

0.44

0.44

0

1

1.5

2.5

2.5

Treynor Ratio

-0.88

-0.88

-1

0.75

1.25

2

2

Information Ratio

-1.03

-1.03

-2

0.3

0.6

1

1

Calmar Ratio

-0.13

-0.13

-1

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

16.51

High:

RHM.DE

87.81

Low:

BLDP

-17.38

Details

PEG Ratio

62.84

High:

JPM

594.55

Low:

RF.PA

-516.75

Details

Price/Book

2.07

High:

RR.L

39

Low:

GOSS

-0.65

Details

Price/Sales

1.51

High:

SMR

127.27

Low:

KGX.DE

0.56

Details

Price/CF

7.24

High:

RF.PA

65.91

Low:

GS

2.27

Details

Price/FCF

13.77

High:

XOM

456.41

Low:

GS

2.44

Details

P/E Ratio

16.51

High:

RHM.DE

87.81

Low:

BLDP

-17.38

Details

PEG Ratio

62.84

High:

JPM

594.55

Low:

RF.PA

-516.75

Details

Price/Book

2.07

High:

RR.L

39

Low:

GOSS

-0.65

Details

Price/Sales

1.51

High:

SMR

127.27

Low:

KGX.DE

0.56

Details

Price/CF

7.24

High:

RF.PA

65.91

Low:

GS

2.27

Details

Price/FCF

13.77

High:

XOM

456.41

Low:

GS

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-54.89%	Apr 2021	-	62

Monthly Performance