Effective portfolio of balboa41 on eToro

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balboa41

🇩🇴 Stock and ETF Value 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

+1.13%

This Month

+29.13%

Year To Date

+70.39%

2 Years

+75.03%

5 Years

+75.03%

10 Years

+29.48%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
26.99%
💻 Electronic Technology
24.93%
🖥️ Technology Services
18.59%
💰 Finance
7.43%
🛠️ Producer Manufacturing
5.14%
🛍️ Retail Trade
3.58%
🪨 Non Energy Minerals
2.05%
🚗 Consumer Durables
2.03%
⚡ Utilities
2%
🚚 Transportation
0.62%
🧩 Miscellaneous
0.58%
⛏️ Energy Minerals
0.52%
💵 Cash
0.31%
🧬 Health Technology
0.3%
💼 Commercial Services
0.28%
🍞 Consumer Non Durables
0.22%
🏭 Industrial Services
0.21%
💇‍♀️ Consumer Services
0.14%
🧪 Process Industries
0.12%
📦 Distribution Services
0.1%
📡 Communications
0.07%
🪙 Cryptocurrencies
0.06%
🏥 Health Services
0.04%
💹 Forex
0.03%
❓ Other
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.37%
🇺🇸 Nasdaq
43.02%
🇬🇧 LSE
2.4%
🇭🇰 Hong Kong Exchanges
1.82%
🇫🇷 Euronext Paris
0.78%
🇮🇹 Borsa Italiana
0.58%
🇩🇪 FRA
0.53%
🇳🇱 Euronext Amsterdam
0.42%
🇨🇭 SIX
0.3%
🇳🇴 Oslo Stock Exchange
0.23%
🇪🇸 Bolsa De Madrid
0.19%
🇸🇪 Stockholm Stock Exchange
0.15%
🌍 Digital Currency
0.06%
🇺🇸 Chicago Board Options Exchange
0.05%
🇩🇰 Copenhagen Stock Exchange
0.05%
🇦🇺 Sydney
0.04%
🌍 FX
0.03%
🇦🇪 Dubai Financial Market
0.01%
Abu Dhabi
0.01%
🇫🇮 Helsinki Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
51.93%
🇨🇳 China
3.68%
🇹🇼 Taiwan
2.69%
🇬🇧 United Kingdom
2.14%
🇳🇱 Netherlands
1.05%
🇨🇦 Canada
0.9%
🇰🇷 South Korea
0.87%
🇫🇷 France
0.74%
🇿🇦 South Africa
0.68%
🇮🇱 Israel
0.67%
🇮🇹 Italy
0.58%
🇩🇪 Germany
0.53%
🇭🇰 Hong Kong
0.41%
🇨🇭 Switzerland
0.33%
🇯🇵 Japan
0.24%
🇳🇴 Norway
0.23%
🇮🇪 Ireland
0.2%
🇪🇸 Spain
0.19%
🇸🇬 Singapore
0.19%
🇧🇷 Brazil
0.15%
🇫🇮 Finland
0.14%
🇱🇺 Luxembourg
0.11%
🇬🇷 Greece
0.1%
🇩🇰 Denmark
0.05%
🇦🇺 Australia
0.04%
🇧🇲 Bermuda
0.03%
🇰🇾 Cayman Islands
0.02%
🇸🇪 Sweden
0.01%
🇺🇾 Uruguay
0%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.49%

249 out of 392 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TSM	0.02%	0.9%	$1.74
JPM	0.02%	1.76%	$4.4
MSFT	0.02%	0.72%	$3
KB	0.02%	2.32%	$2.39
AVGO	0.01%	0.6%	$19.7
HAUTO.OL	0.01%	24.79%	-
BMPS.MI	0.01%	11.35%	$0.25
AAPL	0.01%	0.37%	$0.97
ISP.MI	0.01%	6.34%	$0.3
BAC	0.01%	2%	$0.96
NEE	0.01%	2.73%	$1.97
XOM	0.01%	3.43%	$3.76
BNP.PA	0.01%	6.61%	$4.6
WAWI.OL	0.01%	15.34%	-
META	0.01%	0.31%	$1
NDA_SE.ST	0.01%	6.11%	$10.62
ENGI.PA	0.01%	6.91%	$1.43
CS.PA	0.01%	5.58%	$1.98
0700.HK	0.01%	0.74%	$3.4
INGA.NV	0.01%	4.68%	$1.11
GOOG	0.01%	0.26%	$0.2
DNB.OL	0.01%	6.2%	$16
QCOM	0.01%	2.01%	$3.25
UCG.MI	0.01%	4.45%	$1.8
GFC.PA	0.01%	6.86%	$5.3
HMY	0.01%	0.87%	$0.08
GEV	0.01%	0.12%	-
ENEL.MI	0.01%	5.55%	$0.43
PGR	0.01%	2.2%	$1.15
WMT	0.01%	0.82%	$0.81
NWG	0%	3.81%	$0.42
BAER.ZU	0%	4.48%	$2.6
TEP.PA	0%	6.99%	$3.85
GE	0%	0.48%	$0.44
CIVI	0%	6.58%	$2
RF.PA	0%	4.84%	$2.42
WB	0%	7.68%	-
CAT	0%	0.97%	$5.31
ASML	0%	0.57%	$5.57
MU	0%	0.19%	$0.46
BABA	0%	0.65%	$0.98
V	0%	0.74%	$2.01
DAC	0%	3.52%	$3.15
MA	0%	0.56%	$2.46
B	0%	1.28%	$0.4
BCS	0%	1.87%	$0.39
GS	0%	1.64%	$11
AU	0%	2.64%	$0.22
ES	0%	4.51%	$2.78
D	0%	4.56%	$2.67
NVDA	0%	0.02%	$0.02
BTRW.L	0%	4.66%	$0.28
COST	0%	0.57%	$19.22
ENI.MI	0%	6.35%	$0.94
EXC	0%	3.65%	$1.48
SRG.MI	0%	5.21%	$0.28
CCOI	0%	15.55%	$3.84
CWEN	0%	5.2%	$1.6
DUK	0%	3.62%	$4.1
IBE.MC	0%	2.88%	$0.45
823.HK	0%	7.55%	$2.63
IAG.L	0%	2.21%	-
0390.HK	0%	4.81%	$0.21
INSW	0%	5.73%	$5.74
00388.HK	0%	2.68%	$8.41
EOAN.DE	0%	3.56%	$0.53
TTE.PA	0%	5.92%	$3.06
AEP	0%	3.18%	$3.47
BMW.DE	0%	4.46%	$6
ETR	0%	2.59%	$4.46
KAR.ASX	0%	4.59%	-
EIX	0%	5.7%	$3.04
AXP	0%	0.85%	$2.6
GOOGL	0%	0.26%	$0.2
ATHM.CH	0%	7.33%	$1.68
BAS.DE	0%	5.13%	$3.4
ASML.NV	0%	0.69%	$6.1
BP.L	0%	5.4%	$0.23
FE	0%	3.92%	$1.64
ED	0%	3.52%	$3.28
XEL	0%	2.93%	$2.13
DTE	0%	3.38%	$4.01
WEC	0%	3.38%	$3.23
EVRG	0%	3.68%	$2.54
1299.HK	0%	2.3%	$1.61
UGI	0%	4%	$1.5
SO	0%	3.41%	$2.82
ELE.MC	0%	3.49%	$0.81
PNW	0%	4.08%	$3.51
DG.PA	0%	3.94%	$4.5
ALV.DE	0%	4.19%	$13.8
RR.L	0%	0.97%	-
WF	0%	3.69%	$2.23
UMC	0%	4.64%	$0.36
ABBN.ZU	0%	1.53%	$0.87
PPL	0%	3.22%	$1
83.HK	0%	5.47%	$0.58
HMC	0%	3.82%	$0.65
RWE.DE	0%	2.56%	$1
NTES	0%	2.16%	$2.58
669.HK	0%	2.53%	$1.93
CMS	0%	3.05%	$2.01
SMSN.L	0%	1.17%	$23.68
SAN.MC	0%	1.93%	$0.14
JD.US	0%	3.28%	$0.74
MUFG	0%	2.61%	$0.23
SHEL.L	0%	3.91%	$0.8
PUK	0%	1.62%	$0.41
SRE	0%	2.85%	$2.43
NESN.ZU	0%	3.87%	$3
BARC.L	0%	1.96%	$0.08
BTG.US	0%	1.76%	$0.16
ACN	0%	2.28%	$4.99
0992.HK	0%	3.89%	$0.38
LEN	0%	1.61%	$1.75
LNT	0%	3.1%	$1.87
NEM	0%	1.11%	$1.3
RED.MC	0%	4.26%	$0.81
CSCO	0%	2.1%	$1.58
NI	0%	2.67%	$1.05
DTE.DE	0%	3.62%	$0.77
SMFG	0%	2.37%	$0.29
AEE	0%	2.84%	$2.6
TAK	0%	4.21%	$0.56
00763.HK	0%	2.06%	$0.74
CRM	0%	0.63%	$0.4
PEG	0%	3.17%	$2.34
MFG	0%	2.39%	$0.12
00027.HK	0%	3.02%	-
SHG	0%	2.28%	$1.23
VIPS	0%	2.29%	$0.41
GFI	0%	1.49%	$0.31
GRG.L	0%	4.14%	$0.6
NOVO-B.CO	0%	3.76%	$9.4
CNP	0%	2.29%	$0.79
SIE.DE	0%	2.22%	$4.7
SPGI	0%	0.77%	$3.62
AWK	0%	2.51%	$2.89
ATO	0%	2.11%	$3.16
TM	0%	2.87%	$4.64
AMAT	0%	0.66%	$1.44
PAAS	0%	1.05%	$0.4
ASX	0%	1.72%	$0.23
01928.HK	0%	2.34%	-
AZN.L	0%	1.8%	$2.28
MC.PA	0%	2.07%	$13
AEM	0%	0.95%	$1.6
CFR.ZU	0%	1.73%	$2.75
SUZ	0%	2.87%	$0.2
ORCL	0%	0.87%	$1.6
YMM	0%	1.42%	$0.13
BZ	0%	0.68%	-
WM	0%	1.55%	$2.9
NXPI	0%	1.78%	$4.06
FERG.L	0%	1.33%	$2.49
SZG.DE	0%	0.53%	$0.45
HST	0%	3.48%	$0.78
UBSG.ZU	0%	2.26%	$0.64
KGC	0%	0.46%	$0.12
3323.HK	0%	3.27%	$0.25
00285.HK	0%	1.78%	$0.59
ENR.DE	0%	0.6%	-
C	0%	2.13%	$2.12
TME	0%	0.94%	$0.12
CRH.L	0%	1.22%	$1.61
LIN	0%	1.5%	$5.33
CB	0%	1.29%	$3.49
RTX	0%	1.56%	$2.44
RSG	0%	1.11%	$2.14
0968.HK	0%	1.29%	$0.23
AIR.PA	0%	1.02%	$1.8
ORA.PA	0%	5.46%	$0.72
MDT.US	0%	2.78%	$2.77
WPM	0%	0.62%	$0.61
02382.HK	0%	0.78%	$0.22
GEN	0%	1.85%	$0.5
FORTUM.HE	0%	8%	$1.15
EQT	0%	1.05%	$0.62
01211.HK	0%	1.46%	$3.41
JNJ	0%	2.55%	$4.81
VALE	0%	9.84%	$1.33
IFX.DE	0%	0.93%	$0.35
RGLD	0%	0.91%	$1.58
FCX	0%	1.33%	$0.6
SAP.DE	0%	1.11%	$2.2
FNV	0%	0.75%	$1.41
ADS.DE	0%	1.21%	$0.7
WFC	0%	1.89%	$1.4
SBLK	0%	1.47%	$1.82
CDI.PA	0%	2.31%	$13
JOE	0%	0.96%	$0.48
WCN	0%	0.75%	$1.12
TCOM.CH	0%	0.39%	-
LONN.ZU	0%	0.74%	$4
RHM.DE	0%	0.53%	$5.7
CP	0%	0.85%	$0.56
3888.HK	0%	0.53%	$0.14
VST	0%	0.54%	$0.85
PCG	0%	0.66%	$0.03
LDO.MI	0%	1.1%	$0.28
02018.HK	0%	0.62%	$0.1
SONY	0%	0.37%	$0.49
PEP	0%	3.88%	$5.15
AGRO	0%	4.25%	$0.33
AGI	0%	0.28%	$0.1
ORK.OL	0%	3.72%	$3
AER	0%	0.77%	$0.25
NHY.OL	0%	3.04%	$2.5
LMT	0%	2.95%	$12.45
CEG	0%	0.43%	-
LDOS	0%	0.87%	$1.5
HAS	0%	3.45%	$2.8
AMGN	0%	2.89%	$8.76
CMCSA	0%	4.83%	$1.2
HL	0%	0.09%	$0.03
NOC	0%	1.64%	$7.67
GILD	0%	2.61%	$3.04
SNY	0%	3.23%	$1.48
AG	0%	0.14%	$0.02
BLK	0%	1.94%	$20.2
AGX	0%	0.52%	$1.15
MCK	0%	0.38%	$2.48
SBUX	0%	2.89%	$2.24
ADP	0%	2.42%	$5.45
NDA.DE	0%	1.26%	$1.4
MDLZ	0%	3.48%	$1.7
ADI	0%	1.41%	$3.56
NVTKL.L	0%	109.46%	-
EQIX	0%	2.53%	$16.19
BKNG	0%	0.74%	$17.5
INTU	0%	0.67%	$3.6
LRCX	0%	0.62%	$8
KLAC	0%	0.61%	$5.65
MAR	0%	0.9%	$2.19
REGN	0%	0.49%	-
MRVL	0%	0.24%	$0.24
PYPL	0%	-0.22%	-
JBHT	0%	-0.93%	$-1.7
MGPI	0%	-1.87%	$-0.48
TMUS	0%	-1.75%	$-1.95
WDFC	0%	-1.97%	$-3.42
POOL	0%	-2.07%	$-4.5
SLGN	0%	-2.07%	$-0.74
IRDM	0%	-3.21%	$-0.53
VOD	0%	-3.89%	$-0.94
MRP	0%	-5.68%	-
CALM	0%	-10.29%	$-1.87
AGNC	0%	-13.56%	$-1.44
ITUB	-0.01%	-10.06%	$-0.15

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Pay Day	Dec 9, 2025	$1.30
AEE	Ex-Dividend	Dec 9, 2025	$0.71
SPGI	Pay Day	Dec 10, 2025	$0.96
MSFT	Pay Day	Dec 11, 2025	$0.91
CNP	Pay Day	Dec 11, 2025	$0.22
AMAT	Pay Day	Dec 11, 2025	$0.46
TMUS	Pay Day	Dec 11, 2025	-$1.02
TSM	Ex-Dividend	Dec 11, 2025	$0.84
WMT	Ex-Dividend	Dec 12, 2025	$0.24
AEM	Pay Day	Dec 15, 2025	$0.40
DUK	Pay Day	Dec 16, 2025	$1.06
KWEB	Pay Day	Dec 18, 2025	$0.00
INDA	Pay Day	Dec 20, 2025	$0.00
LMT	Pay Day	Dec 30, 2025	$3.45
GS	Pay Day	Dec 30, 2025	$4.00
TTE.PA	Ex-Dividend	Dec 31, 2025	$1.00
AEE	Pay Day	Dec 31, 2025	$0.71
WMT	Pay Day	Jan 5, 2026	$0.24
TTE.PA	Pay Day	Jan 5, 2026	$1.00
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 7.6/10

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

1.69

1.69

0

0.5

1

2

2

Sortino Ratio

3.39

3.39

0

1

2

4

4

Jensen's Alpha

4.88

4.88

-2

0

2

5

5

Omega Ratio

1.22

1.22

0

1

1.5

2.5

2.5

Treynor Ratio

2.19

2.19

0

0.75

1.25

3

3

Information Ratio

0.24

0.24

0

0.3

0.6

1

1

Calmar Ratio

3.29

3.29

0

0.3

0.6

4

4

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

1.69

1.69

0

0.5

1

2

2

Sortino Ratio

3.39

3.39

0

1

2

4

4

Jensen's Alpha

4.88

4.88

-2

0

2

5

5

Omega Ratio

1.22

1.22

0

1

1.5

2.5

2.5

Treynor Ratio

2.19

2.19

0

0.75

1.25

3

3

Information Ratio

0.24

0.24

0

0.3

0.6

1

1

Calmar Ratio

3.29

3.29

0

0.3

0.6

4

4

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

38.83

High:

INTC

3,906.6

Low:

00268.HK

-2,010.14

Details

PEG Ratio

188.96

High:

AMAT

6,456.94

Low:

00268.HK

-2,380.99

Details

Price/Book

13.75

High:

RBLX

165.8

Low:

ORLY

-93.6

Details

Price/Sales

11.03

High:

PLTR

117.41

Low:

0390.HK

0.08

Details

Price/CF

31.6

High:

PLTR

258.05

Low:

CIVI

1.06

Details

Price/FCF

58

High:

PEP

5,253.35

Low:

ZYME

2.44

Details

P/E Ratio

38.83

High:

INTC

3,906.6

Low:

00268.HK

-2,010.14

Details

PEG Ratio

188.96

High:

AMAT

6,456.94

Low:

00268.HK

-2,380.99

Details

Price/Book

13.75

High:

RBLX

165.8

Low:

ORLY

-93.6

Details

Price/Sales

11.03

High:

PLTR

117.41

Low:

0390.HK

0.08

Details

Price/CF

31.6

High:

PLTR

258.05

Low:

CIVI

1.06

Details

Price/FCF

58

High:

PEP

5,253.35

Low:

ZYME

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.15%	Feb 2025	May 2025	3
-5.21%	Apr 2024	May 2024	1
-1.76%	Nov 2025	-	2
-1.27%	Jul 2024	Aug 2024	1
-0.35%	Dec 2024	Jan 2025	1

Monthly Performance