Effective portfolio of bgsully111 on eToro

bgsully111

🇺🇸 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

-8.25%

This Month

-5.76%

Year To Date

+76.04%

2 Years

+202.73%

5 Years

+202.73%

10 Years

+37.23%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
61.27%
🖥️ Technology Services
33.46%
🧬 Health Technology
2.52%
🪙 Cryptocurrencies
0.92%
🧩 Miscellaneous
0.82%
📊 ETFs
0.37%
💵 Cash
0.32%
🛍️ Retail Trade
0.24%
💼 Commercial Services
0.18%
🚗 Consumer Durables
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
95.71%
🇺🇸 NYSE
2.95%
🌍 Digital Currency
0.92%
🇺🇸 Chicago Board Options Exchange
0.22%

Countries Breakdown

Country
Total

🇺🇸 United States
96.86%
🇳🇱 Netherlands
0.43%
🇬🇧 United Kingdom
0.31%
🇺🇾 Uruguay
0.06%
🇮🇹 Italy
0.03%

Dividends

Dividend Yield

0.15%

9 out of 21 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $RACE (1.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.08%	0.99%	$3
MU	0.06%	0.14%	$0.46
SPY	0%	1.16%	-
NVDA	0%	0.02%	$0.02
QQQ	0%	0.5%	-
ASML	0%	0.57%	$5.57
GOOG	0%	0.31%	$0.2
RACE	0%	1.34%	$2.64
META	0%	0.4%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
NVDA	Pay Day	Apr 1, 2026	$0.01
MU	Pay Day	Apr 15, 2026	$0.15
RACE	Ex-Dividend	Apr 20, 2026	$4.27
RACE	Pay Day	May 5, 2026	$4.27
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8.9/10

Beta

1.15

0.8

1.2

Sharpe Ratio

1.41

0.5

Sortino Ratio

2.97

Jensen's Alpha

16.39

-2

Omega Ratio

2.49

1.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

1.17

0.3

0.6

Calmar Ratio

3.03

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

1.41

0.5

Sortino Ratio

2.97

Jensen's Alpha

16.39

-2

Omega Ratio

2.49

1.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

1.17

0.3

0.6

Calmar Ratio

3.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.22

High:

NBIS

197.8

Low:

CRWD

-499.57

Details

PEG Ratio

36.32

High:

MELI

902.3

Low:

4.11

Details

Price/Book

12.88

High:

NVDA

25.88

Low:

FISV

1.12

Details

Price/Sales

High:

NBIS

41.42

Low:

VKTX

Details

Price/CF

31.25

High:

NBIS

172.05

Low:

FISV

5.91

Details

Price/FCF

56.76

High:

AMZN

325.85

Low:

FISV

8.31

Details