Portfolio of ZakMesec on eToro

ZakMesec

🇸🇮 Stock Investor.

2 copiers.

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

Summary

-0.7%

This Month

-7.18%

Year To Date

+44.3%

2 Years

+54.92%

5 Years

+54.92%

10 Years

+33.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
30.11%
🛍️ Retail Trade
22.45%
💰 Finance
13.94%
💻 Electronic Technology
9.7%
💼 Commercial Services
9.17%
📊 ETFs
5.79%
🚚 Transportation
4.15%
🏥 Health Services
2.64%
💵 Cash
2.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
62.26%
🇺🇸 NYSE
29.9%
🇬🇧 LSE
5.79%

Countries Breakdown

Country
Total

🇺🇸 United States
92.16%

Dividends

Dividend Yield

0.46%

10 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.08%	3.04%	$7.74
JPM	0.08%	1.95%	$4.4
SPGI	0.08%	0.87%	$3.62
MSFT	0.05%	0.86%	$3
V	0.04%	0.78%	$2.01
GOOG	0.04%	0.28%	$0.2
WMT	0.04%	0.78%	$0.81
MA	0.03%	0.62%	$2.46
META	0.02%	0.32%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.3/10

Beta

1.02

0.8

1.2

Sharpe Ratio

1.25

0.5

Sortino Ratio

2.31

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

2.45

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

1.25

0.5

Sortino Ratio

2.31

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

2.45

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.29

High:

AMD

76.4

Low:

JPM

14.96

Details

PEG Ratio

222.14

High:

JPM

1,118.42

Low:

AMD

46.79

Details

Price/Book

7.87

High:

60.42

Low:

JPM

2.36

Details

Price/Sales

5.68

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

21.66

High:

AMD

45.99

Low:

JPM

8.75

Details

Price/FCF

63.67

High:

AMZN

325.85

Low:

JPM

10.48

Details

P/E Ratio

29.29

High:

AMD

76.4

Low:

JPM

14.96

Details

PEG Ratio

222.14

High:

JPM

1,118.42

Low:

AMD

46.79

Details

Price/Book

7.87

High:

60.42

Low:

JPM

2.36

Details

Price/Sales

5.68

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

21.66

High:

AMD

45.99

Low:

JPM

8.75

Details

Price/FCF

63.67

High:

AMZN

325.85

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.73%	Feb 2025	Jun 2025	4
-8.15%	Feb 2026	-	2
-1.12%	Nov 2025	Jan 2026	2
-0.52%	Oct 2024	Nov 2024	1
-0.13%	Apr 2024	May 2024	1

Monthly Performance

Portfolio of ZakMesec on eToro

ZakMesec

🇸🇮 Stock Investor.

2 copiers.

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

Summary

-0.7%

This Month

-7.18%

Year To Date

+44.3%

2 Years

+54.92%

5 Years

+54.92%

10 Years

+33.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
30.11%
🛍️ Retail Trade
22.45%
💰 Finance
13.94%
💻 Electronic Technology
9.7%
💼 Commercial Services
9.17%
📊 ETFs
5.79%
🚚 Transportation
4.15%
🏥 Health Services
2.64%
💵 Cash
2.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
62.26%
🇺🇸 NYSE
29.9%
🇬🇧 LSE
5.79%

Countries Breakdown

Country
Total

🇺🇸 United States
92.16%

Dividends

Dividend Yield

0.46%

10 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.08%	3.04%	$7.74
JPM	0.08%	1.95%	$4.4
SPGI	0.08%	0.87%	$3.62
MSFT	0.05%	0.86%	$3
V	0.04%	0.78%	$2.01
GOOG	0.04%	0.28%	$0.2
WMT	0.04%	0.78%	$0.81
MA	0.03%	0.62%	$2.46
META	0.02%	0.32%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.3/10

Beta

1.02

0.8

1.2

Sharpe Ratio

1.25

0.5

Sortino Ratio

2.31

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

2.45

0.3

0.6

Beta

1.02

0.8

1.2

Sharpe Ratio

1.25

0.5

Sortino Ratio

2.31

Jensen's Alpha

3.91

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

0.41

0.3

0.6

Calmar Ratio

2.45

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.29

High:

AMD

76.4

Low:

JPM

14.96

Details

PEG Ratio

222.14

High:

JPM

1,118.42

Low:

AMD

46.79

Details

Price/Book

7.87

High:

60.42

Low:

JPM

2.36

Details

Price/Sales

5.68

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

21.66

High:

AMD

45.99

Low:

JPM

8.75

Details

Price/FCF

63.67

High:

AMZN

325.85

Low:

JPM

10.48

Details

P/E Ratio

29.29

High:

AMD

76.4

Low:

JPM

14.96

Details

PEG Ratio

222.14

High:

JPM

1,118.42

Low:

AMD

46.79

Details

Price/Book

7.87

High:

60.42

Low:

JPM

2.36

Details

Price/Sales

5.68

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

21.66

High:

AMD

45.99

Low:

JPM

8.75

Details

Price/FCF

63.67

High:

AMZN

325.85

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.73%	Feb 2025	Jun 2025	4
-8.15%	Feb 2026	-	2
-1.12%	Nov 2025	Jan 2026	2
-0.52%	Oct 2024	Nov 2024	1
-0.13%	Apr 2024	May 2024	1