Portfolio of Umbra316 on eToro

Umbra316

🇨🇱 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.

Summary

+0.38%

This Month

+10.58%

Year To Date

+30.77%

2 Years

-81.28%

5 Years

-86.4%

10 Years

-28.97%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.97%
🪨 Non Energy Minerals
25.33%
⛏️ Energy Minerals
9.39%
🍞 Consumer Non Durables
6.26%
💻 Electronic Technology
5.89%
🛍️ Retail Trade
4.26%
💇‍♀️ Consumer Services
3.82%
🖥️ Technology Services
3.17%
🧬 Health Technology
2.63%
🛠️ Producer Manufacturing
2.46%
🚚 Transportation
2.41%
🪙 Cryptocurrencies
1.92%
⚡ Utilities
1.7%
🧪 Process Industries
0.71%
🚗 Consumer Durables
0.65%
❓ Other
0.33%
💵 Cash
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.51%
🇬🇧 LSE
16.22%
🇺🇸 Nasdaq
12.06%
🇭🇰 Hong Kong Exchanges
6.11%
🇦🇺 Sydney
4.36%
🇫🇷 Euronext Paris
3.13%
🇩🇪 FRA
2.6%
🌍 Digital Currency
1.92%

Countries Breakdown

Country
Total

🇺🇸 United States
53.24%
🇦🇺 Australia
12.61%
🇬🇧 United Kingdom
12.26%
🇨🇳 China
6.57%
🇫🇷 France
3.13%
🇨🇱 Chile
2.77%
🇹🇼 Taiwan
2.67%
🇩🇪 Germany
2.6%
🇧🇷 Brazil
0.87%
🇨🇦 Canada
0.64%
🇭🇰 Hong Kong
0.31%

Dividends

Dividend Yield

2.71%

51 out of 56 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $BXMT (18.31%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BXMT	0.25%	18.31%	$2.48
O	0.24%	5.77%	$3.09
BHP.ASX	0.18%	4.13%	$2.35
BHP	0.18%	4.17%	$3.01
BHP.L	0.16%	4.14%	$1.26
2318.HK	0.12%	6.38%	$2.63
CVX.US	0.11%	3.15%	$6.28
ANTO.L	0.1%	1.76%	$0.29
TTE.PA	0.09%	4.38%	$3.06
1288.HK	0.08%	4.49%	$0.25
JPM	0.08%	1.83%	$4.4
XOM	0.07%	2.34%	$3.76
BSAC	0.07%	3.32%	$0.57
SBUX	0.05%	2.52%	$2.24
BAC	0.05%	2.29%	$0.96
KO	0.05%	2.26%	$1.89
MCD	0.05%	3.07%	$6.53
BMW.DE	0.05%	7.61%	$6
JNJ	0.05%	2.05%	$4.81
AAL.L	0.05%	0.73%	$0.77
FDX	0.04%	1.81%	$5.16
NKE	0.04%	4.37%	$1.45
C	0.04%	2.02%	$2.12
BX	0.03%	4.74%	$3.36
ADS.DE	0.03%	1.72%	$0.7
VALE	0.03%	7.23%	$1.33
AXP	0.03%	1.16%	$2.6
IBM	0.03%	2.8%	$6.65
CDI.PA	0.03%	3.39%	$13
CAT	0.02%	0.85%	$5.31
PBR.A	0.02%	5.11%	$2.21
TSM	0.02%	0.75%	$1.74
00857.HK	0.02%	6.01%	$0.48
0916.HK	0.02%	1.35%	$0.24
BNP.PA	0.02%	6.67%	$4.6
SQM	0.02%	2.61%	$1.36
WMT	0.02%	0.85%	$0.81
NTES	0.02%	2.33%	$2.58
MA	0.02%	0.57%	$2.46
0939.HK	0.01%	4.46%	$0.43
PEP	0.01%	4.37%	$5.15
00002.HK	0.01%	4.18%	$3.1
NVEC	0.01%	3.92%	$4
V	0.01%	0.66%	$2.01
COST	0.01%	0.56%	$19.22
BNS	0.01%	3.46%	$3.09
TD	0.01%	2.57%	$2.93
MSFT	0.01%	0.71%	$3
ABT.US	0.01%	2.47%	$2.16
NVDA	0.01%	0.24%	$0.02
ORCL	0.01%	1.5%	$1.6

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Oct 23, 2026	$0.50
COST	Ex-Dividend	Oct 24, 2026	$1.47
CDI.PA	Ex-Dividend	Oct 28, 2026	$9.76
BNS	Pay Day	Oct 28, 2026	$0.82
O	Ex-Dividend	Oct 30, 2026	$0.27
JPM	Pay Day	Oct 31, 2026	$1.50
TD	Pay Day	Oct 31, 2026	$0.81
C	Ex-Dividend	Nov 3, 2026	$0.60
BX	Ex-Dividend	Nov 3, 2026	$1.16
NVEC	Ex-Dividend	Nov 3, 2026	$1.00
1288.HK	Ex-Dividend	Nov 4, 2026	$1.74
0916.HK	Ex-Dividend	Nov 4, 2026	$0.09
INTC	Ex-Dividend	Nov 7, 2026	$0.12
MA	Pay Day	Nov 9, 2026	$0.87
AXP	Pay Day	Nov 10, 2026	$0.95
IBM	Ex-Dividend	Nov 10, 2026	$1.69
V	Ex-Dividend	Nov 11, 2026	$0.67
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
ABT.US	Pay Day	Nov 16, 2026	$0.63
XOM	Ex-Dividend	Nov 17, 2026	$1.03
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WMT	Ex-Dividend	Nov 21, 2026	$0.25
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
MCD	Ex-Dividend	Dec 1, 2026	$1.86
NKE	Ex-Dividend	Dec 1, 2026	$0.41
00002.HK	Ex-Dividend	Dec 2, 2026	$0.08
NTES	Ex-Dividend	Dec 3, 2026	$0.72
BAC	Ex-Dividend	Dec 4, 2026	$0.28
PEP	Ex-Dividend	Dec 4, 2026	$1.48
SQM	Ex-Dividend	Dec 8, 2026	$1.03
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
FDX	Ex-Dividend	Dec 14, 2026	$1.45
KO	Ex-Dividend	Dec 15, 2026	$0.53
TSM	Ex-Dividend	Dec 16, 2026	$0.95
TTE.PA	Ex-Dividend	Dec 30, 2026	$1.01
BXMT	Ex-Dividend	Dec 30, 2026	$0.47
0939.HK	Ex-Dividend	Jan 2, 2027	$0.03
JPM	Ex-Dividend	Jan 6, 2027	$1.50
BNS	Ex-Dividend	Jan 6, 2027	$0.82
AXP	Ex-Dividend	Jan 9, 2027	$0.95
MA	Ex-Dividend	Jan 9, 2027	$0.87
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
TD	Ex-Dividend	Jan 9, 2027	$0.81
ABT.US	Ex-Dividend	Jan 15, 2027	$0.63
CAT	Ex-Dividend	Jan 20, 2027	$1.51
VALE	Ex-Dividend	Feb 13, 2027	$0.14
AAL.L	Ex-Dividend	Feb 18, 2027	$0.16
ANTO.L	Ex-Dividend	Mar 1, 2027	$0.48
BHP.L	Ex-Dividend	Mar 1, 2027	$2.00
BHP.ASX	Ex-Dividend	Mar 1, 2027	$0.73
2318.HK	Ex-Dividend	Mar 2, 2027	$0.26
BHP	Ex-Dividend	Mar 4, 2027	$1.46
00857.HK	Ex-Dividend	Mar 10, 2027	$0.04
BNP.PA	Ex-Dividend	Mar 24, 2027	$3.06
BSAC	Ex-Dividend	Apr 30, 2027	$0.99
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
BMW.DE	Ex-Dividend	May 14, 2027	$5.15

Performance Metrics

Score 2.2/10

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.67

-1

0.5

1.5

Sortino Ratio

-0.73

-1

Jensen's Alpha

-33.13

-34

4.5

Omega Ratio

0.32

1.5

2.5

Treynor Ratio

-1.89

-2

0.75

1.25

Information Ratio

-1.04

-2

0.3

0.6

Calmar Ratio

-0.32

-1

0.3

0.6

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.67

-1

0.5

1.5

Sortino Ratio

-0.73

-1

Jensen's Alpha

-33.13

-34

4.5

Omega Ratio

0.32

1.5

2.5

Treynor Ratio

-1.89

-2

0.75

1.25

Information Ratio

-1.04

-2

0.3

0.6

Calmar Ratio

-0.32

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.6

High:

AMD

162.13

Low:

INTC

-54.8

Details

PEG Ratio

1.76

High:

WMT

9.53

Low:

PBR.A

0.06

Details

Price/Book

5.29

High:

88.35

Low:

MCD

-161.19

Details

Price/Sales

4.23

High:

AMD

25.37

Low:

BMW.DE

0.26

Details

Price/CF

12.42

High:

AMD

85.84

Low:

2318.HK

Details

Price/FCF

20.83

High:

NVEC

4,505.75

Low:

2318.HK

1.08

Details

P/E Ratio

24.6

High:

AMD

162.13

Low:

INTC

-54.8

Details

PEG Ratio

1.76

High:

WMT

9.53

Low:

PBR.A

0.06

Details

Price/Book

5.29

High:

88.35

Low:

MCD

-161.19

Details

Price/Sales

4.23

High:

AMD

25.37

Low:

BMW.DE

0.26

Details

Price/CF

12.42

High:

AMD

85.84

Low:

2318.HK

Details

Price/FCF

20.83

High:

NVEC

4,505.75

Low:

2318.HK

1.08

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-89.74%	Feb 2021	-	69

Monthly Performance

Portfolio of Umbra316 on eToro

Umbra316

🇨🇱 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.

Summary

+0.38%

This Month

+10.58%

Year To Date

+30.77%

2 Years

-81.28%

5 Years

-86.4%

10 Years

-28.97%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.97%
🪨 Non Energy Minerals
25.33%
⛏️ Energy Minerals
9.39%
🍞 Consumer Non Durables
6.26%
💻 Electronic Technology
5.89%
🛍️ Retail Trade
4.26%
💇‍♀️ Consumer Services
3.82%
🖥️ Technology Services
3.17%
🧬 Health Technology
2.63%
🛠️ Producer Manufacturing
2.46%
🚚 Transportation
2.41%
🪙 Cryptocurrencies
1.92%
⚡ Utilities
1.7%
🧪 Process Industries
0.71%
🚗 Consumer Durables
0.65%
❓ Other
0.33%
💵 Cash
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.51%
🇬🇧 LSE
16.22%
🇺🇸 Nasdaq
12.06%
🇭🇰 Hong Kong Exchanges
6.11%
🇦🇺 Sydney
4.36%
🇫🇷 Euronext Paris
3.13%
🇩🇪 FRA
2.6%
🌍 Digital Currency
1.92%

Countries Breakdown

Country
Total

🇺🇸 United States
53.24%
🇦🇺 Australia
12.61%
🇬🇧 United Kingdom
12.26%
🇨🇳 China
6.57%
🇫🇷 France
3.13%
🇨🇱 Chile
2.77%
🇹🇼 Taiwan
2.67%
🇩🇪 Germany
2.6%
🇧🇷 Brazil
0.87%
🇨🇦 Canada
0.64%
🇭🇰 Hong Kong
0.31%

Dividends

Dividend Yield

2.71%

51 out of 56 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $BXMT (18.31%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BXMT	0.25%	18.31%	$2.48
O	0.24%	5.77%	$3.09
BHP.ASX	0.18%	4.13%	$2.35
BHP	0.18%	4.17%	$3.01
BHP.L	0.16%	4.14%	$1.26
2318.HK	0.12%	6.38%	$2.63
CVX.US	0.11%	3.15%	$6.28
ANTO.L	0.1%	1.76%	$0.29
TTE.PA	0.09%	4.38%	$3.06
1288.HK	0.08%	4.49%	$0.25
JPM	0.08%	1.83%	$4.4
XOM	0.07%	2.34%	$3.76
BSAC	0.07%	3.32%	$0.57
SBUX	0.05%	2.52%	$2.24
BAC	0.05%	2.29%	$0.96
KO	0.05%	2.26%	$1.89
MCD	0.05%	3.07%	$6.53
BMW.DE	0.05%	7.61%	$6
JNJ	0.05%	2.05%	$4.81
AAL.L	0.05%	0.73%	$0.77
FDX	0.04%	1.81%	$5.16
NKE	0.04%	4.37%	$1.45
C	0.04%	2.02%	$2.12
BX	0.03%	4.74%	$3.36
ADS.DE	0.03%	1.72%	$0.7
VALE	0.03%	7.23%	$1.33
AXP	0.03%	1.16%	$2.6
IBM	0.03%	2.8%	$6.65
CDI.PA	0.03%	3.39%	$13
CAT	0.02%	0.85%	$5.31
PBR.A	0.02%	5.11%	$2.21
TSM	0.02%	0.75%	$1.74
00857.HK	0.02%	6.01%	$0.48
0916.HK	0.02%	1.35%	$0.24
BNP.PA	0.02%	6.67%	$4.6
SQM	0.02%	2.61%	$1.36
WMT	0.02%	0.85%	$0.81
NTES	0.02%	2.33%	$2.58
MA	0.02%	0.57%	$2.46
0939.HK	0.01%	4.46%	$0.43
PEP	0.01%	4.37%	$5.15
00002.HK	0.01%	4.18%	$3.1
NVEC	0.01%	3.92%	$4
V	0.01%	0.66%	$2.01
COST	0.01%	0.56%	$19.22
BNS	0.01%	3.46%	$3.09
TD	0.01%	2.57%	$2.93
MSFT	0.01%	0.71%	$3
ABT.US	0.01%	2.47%	$2.16
NVDA	0.01%	0.24%	$0.02
ORCL	0.01%	1.5%	$1.6

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Oct 23, 2026	$0.50
COST	Ex-Dividend	Oct 24, 2026	$1.47
CDI.PA	Ex-Dividend	Oct 28, 2026	$9.76
BNS	Pay Day	Oct 28, 2026	$0.82
O	Ex-Dividend	Oct 30, 2026	$0.27
JPM	Pay Day	Oct 31, 2026	$1.50
TD	Pay Day	Oct 31, 2026	$0.81
C	Ex-Dividend	Nov 3, 2026	$0.60
BX	Ex-Dividend	Nov 3, 2026	$1.16
NVEC	Ex-Dividend	Nov 3, 2026	$1.00
1288.HK	Ex-Dividend	Nov 4, 2026	$1.74
0916.HK	Ex-Dividend	Nov 4, 2026	$0.09
INTC	Ex-Dividend	Nov 7, 2026	$0.12
MA	Pay Day	Nov 9, 2026	$0.87
AXP	Pay Day	Nov 10, 2026	$0.95
IBM	Ex-Dividend	Nov 10, 2026	$1.69
V	Ex-Dividend	Nov 11, 2026	$0.67
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
ABT.US	Pay Day	Nov 16, 2026	$0.63
XOM	Ex-Dividend	Nov 17, 2026	$1.03
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WMT	Ex-Dividend	Nov 21, 2026	$0.25
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
MCD	Ex-Dividend	Dec 1, 2026	$1.86
NKE	Ex-Dividend	Dec 1, 2026	$0.41
00002.HK	Ex-Dividend	Dec 2, 2026	$0.08
NTES	Ex-Dividend	Dec 3, 2026	$0.72
BAC	Ex-Dividend	Dec 4, 2026	$0.28
PEP	Ex-Dividend	Dec 4, 2026	$1.48
SQM	Ex-Dividend	Dec 8, 2026	$1.03
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
FDX	Ex-Dividend	Dec 14, 2026	$1.45
KO	Ex-Dividend	Dec 15, 2026	$0.53
TSM	Ex-Dividend	Dec 16, 2026	$0.95
TTE.PA	Ex-Dividend	Dec 30, 2026	$1.01
BXMT	Ex-Dividend	Dec 30, 2026	$0.47
0939.HK	Ex-Dividend	Jan 2, 2027	$0.03
JPM	Ex-Dividend	Jan 6, 2027	$1.50
BNS	Ex-Dividend	Jan 6, 2027	$0.82
AXP	Ex-Dividend	Jan 9, 2027	$0.95
MA	Ex-Dividend	Jan 9, 2027	$0.87
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
TD	Ex-Dividend	Jan 9, 2027	$0.81
ABT.US	Ex-Dividend	Jan 15, 2027	$0.63
CAT	Ex-Dividend	Jan 20, 2027	$1.51
VALE	Ex-Dividend	Feb 13, 2027	$0.14
AAL.L	Ex-Dividend	Feb 18, 2027	$0.16
ANTO.L	Ex-Dividend	Mar 1, 2027	$0.48
BHP.L	Ex-Dividend	Mar 1, 2027	$2.00
BHP.ASX	Ex-Dividend	Mar 1, 2027	$0.73
2318.HK	Ex-Dividend	Mar 2, 2027	$0.26
BHP	Ex-Dividend	Mar 4, 2027	$1.46
00857.HK	Ex-Dividend	Mar 10, 2027	$0.04
BNP.PA	Ex-Dividend	Mar 24, 2027	$3.06
BSAC	Ex-Dividend	Apr 30, 2027	$0.99
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
BMW.DE	Ex-Dividend	May 14, 2027	$5.15

Performance Metrics

Score 2.2/10

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.67

-1

0.5

1.5

Sortino Ratio

-0.73

-1

Jensen's Alpha

-33.13

-34

4.5

Omega Ratio

0.32

1.5

2.5

Treynor Ratio

-1.89

-2

0.75

1.25

Information Ratio

-1.04

-2

0.3

0.6

Calmar Ratio

-0.32

-1

0.3

0.6

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.67

-1

0.5

1.5

Sortino Ratio

-0.73

-1

Jensen's Alpha

-33.13

-34

4.5

Omega Ratio

0.32

1.5

2.5

Treynor Ratio

-1.89

-2

0.75

1.25

Information Ratio

-1.04

-2

0.3

0.6

Calmar Ratio

-0.32

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.6

High:

AMD

162.13

Low:

INTC

-54.8

Details

PEG Ratio

1.76

High:

WMT

9.53

Low:

PBR.A

0.06

Details

Price/Book

5.29

High:

88.35

Low:

MCD

-161.19

Details

Price/Sales

4.23

High:

AMD

25.37

Low:

BMW.DE

0.26

Details

Price/CF

12.42

High:

AMD

85.84

Low:

2318.HK

Details

Price/FCF

20.83

High:

NVEC

4,505.75

Low:

2318.HK

1.08

Details

P/E Ratio

24.6

High:

AMD

162.13

Low:

INTC

-54.8

Details

PEG Ratio

1.76

High:

WMT

9.53

Low:

PBR.A

0.06

Details

Price/Book

5.29

High:

88.35

Low:

MCD

-161.19

Details

Price/Sales

4.23

High:

AMD

25.37

Low:

BMW.DE

0.26

Details

Price/CF

12.42

High:

AMD

85.84

Low:

2318.HK

Details

Price/FCF

20.83

High:

NVEC

4,505.75

Low:

2318.HK

1.08

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-89.74%	Feb 2021	-	69