Effective portfolio of davegauch on eToro

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davegauch

🇨🇭 Stock and ETF Macro 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

+0.16%

This Month

+18.14%

Year To Date

+33.73%

2 Years

+33.73%

5 Years

+33.73%

10 Years

+26.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
34.8%
💻 Electronic Technology
16.69%
💰 Finance
9.02%
🍞 Consumer Non Durables
8.35%
💇‍♀️ Consumer Services
6.85%
🚗 Consumer Durables
6.8%
🧬 Health Technology
4.67%
🛍️ Retail Trade
2.51%
🖥️ Technology Services
2.47%
🏥 Health Services
2.41%
🏭 Industrial Services
1.43%
🪨 Non Energy Minerals
1.17%
⚡ Utilities
0.91%
🪙 Cryptocurrencies
0.5%
⛏️ Energy Minerals
0.48%
🛠️ Producer Manufacturing
0.45%
❓ Other
0.24%
💼 Commercial Services
0.07%
🚚 Transportation
0.07%
💵 Cash
0.06%
🧪 Process Industries
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.25%
🇺🇸 Nasdaq
25.58%
🇬🇧 LSE
5.09%
🇺🇸 Chicago Board Options Exchange
2.55%
🇨🇭 SIX
1.69%
🌍 Digital Currency
0.5%
🇪🇸 Bolsa De Madrid
0.41%
🇩🇪 FRA
0.39%
🇳🇱 Euronext Amsterdam
0.26%
🇦🇪 Dubai Financial Market
0.24%
🇩🇰 Copenhagen Stock Exchange
0.22%
🇫🇷 Euronext Paris
0.2%
🇸🇪 Stockholm Stock Exchange
0.2%
🇭🇰 Hong Kong Exchanges
0.17%
🇳🇴 Oslo Stock Exchange
0.12%
🇫🇮 Helsinki Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
51.31%
🇳🇱 Netherlands
4.76%
🇮🇹 Italy
2.41%
🇨🇭 Switzerland
1.69%
🇹🇼 Taiwan
0.87%
🇮🇳 India
0.85%
🇨🇦 Canada
0.47%
🇪🇸 Spain
0.41%
🇩🇪 Germany
0.39%
🇩🇰 Denmark
0.22%
🇨🇳 China
0.2%
🇫🇷 France
0.2%
🇸🇪 Sweden
0.2%
🇳🇴 Norway
0.12%
🇰🇷 South Korea
0.07%
🇫🇮 Finland
0.07%
🇮🇱 Israel
0.06%
🇱🇺 Luxembourg
0.05%
🇧🇷 Brazil
0.05%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.76%

60 out of 100 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PG	0.1%	2.91%	$3.83
PEP	0.07%	3.88%	$5.15
UNH	0.06%	2.64%	$7.74
MCD	0.06%	2.3%	$6.53
KO	0.04%	2.91%	$1.89
SLHN.ZU	0.04%	4%	$33
NKE	0.03%	2.44%	$1.45
BLK	0.03%	1.94%	$20.2
ASML	0.03%	0.57%	$5.57
JNJ	0.02%	2.55%	$4.81
WM	0.02%	1.55%	$2.9
RACE	0.02%	0.89%	$2.64
INFY	0.02%	2.43%	$0.39
JPM	0.02%	1.76%	$4.4
LLY	0.02%	0.59%	$4.86
IBE.MC	0.01%	2.88%	$0.45
DPZ	0.01%	1.67%	$5.44
WMT	0.01%	0.82%	$0.81
LEN.B	0.01%	1.71%	$1.75
HD	0.01%	2.59%	$8.52
TSM	0.01%	0.9%	$1.74
HST	0.01%	3.48%	$0.78
UBSG.ZU	0.01%	2.26%	$0.64
AAPL	0.01%	0.37%	$0.97
D	0.01%	4.56%	$2.67
DHI	0.01%	1.04%	$1.15
B	0.01%	1.28%	$0.4
BKNG	0.01%	0.74%	$17.5
FORTUM.HE	0.01%	8%	$1.15
GS	0.01%	1.64%	$11
EQT	0.01%	1.05%	$0.62
ABBN.ZU	0%	1.53%	$0.87
VALE	0%	9.84%	$1.33
FCX	0%	1.33%	$0.6
COST	0%	0.57%	$19.22
CDI.PA	0%	2.31%	$13
NOVO-B.CO	0%	3.76%	$9.4
PHM	0%	0.72%	$0.76
AGRO	0%	4.25%	$0.33
ORK.OL	0%	3.72%	$3
NHY.OL	0%	3.04%	$2.5
MSFT	0%	0.72%	$3
LMT	0%	2.95%	$12.45
ASML.NV	0%	0.69%	$6.1
RHM.DE	0%	0.53%	$5.7
LDOS	0%	0.87%	$1.5
HAS	0%	3.45%	$2.8
NOC	0%	1.64%	$7.67
CEG	0%	0.43%	-
META	0%	0.31%	$1
MC.PA	0%	2.07%	$13
GOOGL	0%	0.26%	$0.2
SMSN.L	0%	1.17%	$23.68
NDA.DE	0%	1.26%	$1.4
0700.HK	0%	0.74%	$3.4
NVTKL.L	0%	109.46%	-
AVGO	0%	0.6%	$19.7
MU	0%	0.19%	$0.46
BABA	0%	0.65%	$0.98
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
WMT	Ex-Dividend	Dec 12, 2025	$0.24
DPZ	Ex-Dividend	Dec 15, 2025	$1.74
INDA	Pay Day	Dec 20, 2025	$0.00
DPZ	Pay Day	Dec 26, 2025	$1.74
LMT	Pay Day	Dec 30, 2025	$3.45
GS	Pay Day	Dec 30, 2025	$4.00
WMT	Pay Day	Jan 5, 2026	$0.24
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 7.1/10

Beta

0.66

0.66

0

0.8

1.2

0

2

Sharpe Ratio

1.62

1.62

0

0.5

1

2

2

Sortino Ratio

3.82

3.82

0

1

2

4

4

Jensen's Alpha

3.27

3.27

-2

0

2

4.5

4.5

Omega Ratio

0.77

0.77

0

1

1.5

2.5

2.5

Treynor Ratio

1.81

1.81

0

0.75

1.25

2

2

Information Ratio

-0.37

-0.37

-1

0.3

0.6

1

1

Calmar Ratio

6.03

6.03

0

0.3

0.6

7

7

Beta

0.66

0.66

0

0.8

1.2

0

2

Sharpe Ratio

1.62

1.62

0

0.5

1

2

2

Sortino Ratio

3.82

3.82

0

1

2

4

4

Jensen's Alpha

3.27

3.27

-2

0

2

4.5

4.5

Omega Ratio

0.77

0.77

0

1

1.5

2.5

2.5

Treynor Ratio

1.81

1.81

0

0.75

1.25

2

2

Information Ratio

-0.37

-0.37

-1

0.3

0.6

1

1

Calmar Ratio

6.03

6.03

0

0.3

0.6

7

7

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.76

High:

INTC

3,906.6

Low:

AVAV

-433.63

Details

PEG Ratio

442.13

High:

INTC

3,891.92

Low:

RBLX

-537.19

Details

Price/Book

6.6

High:

RBLX

165.8

Low:

MCD

-102.46

Details

Price/Sales

5.22

High:

PLTR

119.94

Low:

CNC

0.1

Details

Price/CF

29.46

High:

PLTR

258.05

Low:

AGRO

3.26

Details

Price/FCF

61.36

High:

PEP

5,253.35

Low:

GS

4.8

Details

P/E Ratio

33.76

High:

INTC

3,906.6

Low:

AVAV

-433.63

Details

PEG Ratio

442.13

High:

INTC

3,891.92

Low:

RBLX

-537.19

Details

Price/Book

6.6

High:

RBLX

165.8

Low:

MCD

-102.46

Details

Price/Sales

5.22

High:

PLTR

119.94

Low:

CNC

0.1

Details

Price/CF

29.46

High:

PLTR

258.05

Low:

AGRO

3.26

Details

Price/FCF

61.36

High:

PEP

5,253.35

Low:

GS

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-3.32%	Mar 2025	May 2025	2
-1.73%	Dec 2024	Jan 2025	1
-1.24%	Oct 2024	Nov 2024	1
-0.85%	Jul 2025	Aug 2025	1
-0.41%	Jul 2024	Aug 2024	1

Monthly Performance