Portfolio of giomeggio on eToro

giomeggio

🇱🇺 Stock Value Investor.

340 copiers.

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

Summary

+0.79%

This Month

+2.81%

Year To Date

+49.53%

2 Years

+55.75%

5 Years

+55.75%

10 Years

+15.92%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
21.24%
🖥️ Technology Services
19.49%
💻 Electronic Technology
15.89%
🛍️ Retail Trade
14.64%
💼 Commercial Services
11.11%
💵 Cash
8.91%
🍞 Consumer Non Durables
5.85%
🏥 Health Services
2.17%
🛠️ Producer Manufacturing
1.74%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.45%
🇺🇸 NYSE
32.76%
🇬🇧 LSE
10.02%
🇩🇪 FRA
3.91%

Countries Breakdown

Country
Total

🇺🇸 United States
60.91%
🇬🇧 United Kingdom
10.02%
🇯🇴 Jordan
9.61%
🇰🇷 South Korea
7.69%
🇩🇪 Germany
3.91%

Dividends

Dividend Yield

0.92%

13 out of 19 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $CARD.L (4.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CARD.L	0.46%	4.58%	$0.05
HSY	0.12%	2.96%	$5.12
KVUE	0.09%	4.49%	$0.8
BBW	0.06%	1.31%	$0.4
IGIC	0.06%	0.62%	$0.06
UNH	0.06%	2.74%	$7.74
AVGO	0.03%	0.69%	$19.7
RHM.DE	0.02%	0.47%	$5.7
GE	0.01%	0.46%	$0.44
GOOG	0.01%	0.35%	$0.2
META	0.01%	0.27%	$1
GEV	0%	0.13%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
HSY	Pay Day	Sep 15, 2025	$1.37
IGIC	Pay Day	Sep 16, 2025	$0.05
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
UNH	Pay Day	Sep 23, 2025	$2.21
AVGO	Pay Day	Sep 30, 2025	$0.59
NVDA	Pay Day	Oct 2, 2025	$0.01

Performance Metrics

Score 6.2/10

Beta

0.61

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

4.51

-2

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

1.34

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

1.37

0.3

0.6

Beta

0.61

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

4.51

-2

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

1.34

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

1.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.44

High:

PLTR

518.91

Low:

CARD.L

7.59

Details

PEG Ratio

174.33

High:

AVGO

797.56

Low:

UNH

25.69

Details

Price/Book

8.56

High:

PLTR

62.46

Low:

FICO

-26.19

Details

Price/Sales

8.91

High:

PLTR

116.31

Low:

UNH

0.67

Details

Price/CF

33.63

High:

PLTR

202

Low:

CARD.L

4.01

Details

Price/FCF

58.55

High:

RHM.DE

5,198.92

Low:

CARD.L

6.45

Details