Portfolio of hbolger on eToro

hbolger

🇮🇪 Market Neutral Stock Investor.

21 copiers.

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

Summary

Today

-2.44%

This Month

-1.38%

Year To Date

+38.38%

2 Years

+139.04%

5 Years

+20.37%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.97%
📊 ETFs
14.34%
🖥️ Technology Services
12.73%
🧬 Health Technology
8.96%
💻 Electronic Technology
6.75%
📡 Communications
6.44%
🍞 Consumer Non Durables
4.98%
🛠️ Producer Manufacturing
4.79%
🛍️ Retail Trade
4.27%
⚡ Utilities
4.1%
💇‍♀️ Consumer Services
3.28%
🪨 Non Energy Minerals
3.17%
🏭 Industrial Services
2.94%
📦 Distribution Services
2.46%
⛏️ Energy Minerals
1.69%
💵 Cash
1.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.38%
🇺🇸 Nasdaq
23.16%
🇫🇷 Euronext Paris
10.36%
🇩🇪 Xetra ETFs
5.15%
🇮🇹 Borsa Italiana
4.62%
🇪🇸 Bolsa De Madrid
3.07%
🇩🇪 FRA
3.01%
🇬🇧 LSE
2.65%
🇨🇭 SIX
1.47%

Countries Breakdown

Country
Total

🇺🇸 United States
54%
🇫🇷 France
10.36%
🇮🇹 Italy
4.62%
🇪🇸 Spain
3.07%
🇩🇪 Germany
3.01%
🇨🇭 Switzerland
3%
🇬🇧 United Kingdom
2.03%
🇨🇱 Chile
1.24%
🇧🇲 Bermuda
1.09%
🇹🇼 Taiwan
1.07%
🇮🇪 Ireland
1.04%

Dividends

Dividend Yield

2.67%

72 out of 80 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $ENGI.PA (7.9%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORA.PA	0.13%	5.96%	$0.72
DG.PA	0.09%	3.97%	$4.5
INW.MI	0.09%	7.25%	$0.48
HYG	0.07%	5.89%	-
BCH.US	0.07%	5.61%	$1.24
ENGI.PA	0.07%	7.9%	$1.43
UCG.MI	0.07%	4.82%	$1.8
MB.MI	0.07%	6.85%	$0.94
SAN.PA	0.07%	4.33%	$3.76
IGIB	0.06%	4.4%	-
SPG	0.06%	5.49%	$7.75
PM	0.06%	3.28%	$5.2
BBVA.MC	0.06%	4.77%	$0.45
VICI	0.06%	5.26%	$1.66
ROG.ZU	0.06%	3.8%	$9.6
TLT	0.06%	4.12%	-
DTE.DE	0.06%	2.83%	$0.77
ISTB	0.06%	3.87%	-
CS.PA	0.05%	5.42%	$1.98
CME	0.05%	4%	$9.75
EPD	0.05%	6.83%	$2.03
JNJ	0.05%	3.19%	$4.81
KO	0.05%	2.69%	$1.89
MBB	0.05%	3.93%	-
KMB	0.05%	3.45%	$4.8
NVS	0.05%	2.96%	$3.2
T	0.04%	4.09%	$1.11
TIP	0.04%	2.42%	-
LQDE.L	0.04%	5.02%	-
IBM	0.04%	2.8%	$6.65
QDVL.DE	0.04%	3.14%	-
SHEL.L	0.04%	4.42%	$0.8
BCS	0.04%	2.9%	$0.39
KR	0.03%	1.8%	$1.16
HON	0.03%	2.25%	$4.27
XOM	0.03%	3.63%	$3.76
SYBG.DE	0.03%	3.54%	-
MMM	0.03%	2.17%	$5.21
SIE.DE	0.03%	2.78%	$4.7
IBCL.DE	0.03%	3.26%	-
EUNS.DE	0.03%	2.54%	-
WMB	0.03%	3.28%	$1.85
C	0.03%	3.54%	$2.12
TPR	0.03%	2.2%	$1.4
NTRS	0.03%	3.4%	$3
JPM	0.03%	2.18%	$4.4
EPRT	0.02%	3.63%	$1.14
SO	0.02%	3.14%	$2.82
GS	0.02%	2.36%	$11
ETR	0.02%	2.84%	$4.46
ORCL	0.02%	1.32%	$1.6
BLK	0.02%	2.34%	$20.2
PH	0.02%	1.16%	$6.07
CRH.L	0.02%	1.77%	$1.61
MSFT	0.02%	0.88%	$3
MMC	0.02%	1.48%	$2.84
STLD	0.02%	1.59%	$1.77
AVGO	0.02%	1.31%	$19.7
AMS.MC	0.02%	1.54%	$1
SU.PA	0.02%	1.23%	$3.5
BZU.MI	0.02%	1.37%	$0.6
ETN	0.01%	1.44%	$3.6
TSM	0.01%	1.35%	$1.74
TXRH	0.01%	1.55%	$2.32
IBE.MC	0.01%	1.24%	$0.45
CRM	0.01%	0.65%	$0.4
LLY	0.01%	0.64%	$4.86
BKNG	0.01%	0.78%	$17.5
AIT	0.01%	0.71%	$1.44
META	0%	0.4%	$1
VU.PA	0%	0.15%	$0.3
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DG.PA	Ex-Dividend	Apr 22, 2025	$4.21
UCG.MI	Ex-Dividend	Apr 22, 2025	$1.52
ORCL	Pay Day	Apr 23, 2025	$0.50
DG.PA	Pay Day	Apr 24, 2025	$4.21
UCG.MI	Pay Day	Apr 24, 2025	$1.52
CRM	Pay Day	Apr 24, 2025	$0.42
ENGI.PA	Ex-Dividend	Apr 25, 2025	$1.55
ENGI.PA	Pay Day	Apr 29, 2025	$1.55
JPM	Pay Day	Apr 30, 2025	$1.40
EPD	Ex-Dividend	Apr 30, 2025	$0.54
T	Pay Day	May 1, 2025	$0.28
ETR	Ex-Dividend	May 2, 2025	$0.60
C	Ex-Dividend	May 5, 2025	$0.56
CS.PA	Ex-Dividend	May 5, 2025	$2.25
CS.PA	Pay Day	May 7, 2025	$2.25
SAN.PA	Ex-Dividend	May 12, 2025	$4.26
SAN.PA	Pay Day	May 14, 2025	$4.26
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
KR	Ex-Dividend	May 15, 2025	$0.32
MMC	Pay Day	May 15, 2025	$0.82
BZU.MI	Ex-Dividend	May 19, 2025	$0.77
INW.MI	Ex-Dividend	May 19, 2025	$0.56
BZU.MI	Pay Day	May 21, 2025	$0.77
INW.MI	Pay Day	May 21, 2025	$0.56
C	Pay Day	May 23, 2025	$0.56
JNJ	Ex-Dividend	May 27, 2025	$1.30
GS	Ex-Dividend	May 30, 2025	$3.00
KR	Pay Day	Jun 1, 2025	$0.32
ETR	Pay Day	Jun 2, 2025	$0.60
MBB	Pay Day	Jun 7, 2025	$-
HYG	Pay Day	Jun 7, 2025	$-
ISTB	Pay Day	Jun 7, 2025	$-
TIP	Pay Day	Jun 7, 2025	$-
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
VU.PA	Ex-Dividend	Jun 24, 2025	$0.63
VU.PA	Pay Day	Jun 26, 2025	$0.63
GS	Pay Day	Jun 27, 2025	$3.00
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 8/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.99

0.5

1.5

Sortino Ratio

1.76

Jensen's Alpha

8.7

-2

Omega Ratio

1.95

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

0.85

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.99

0.5

1.5

Sortino Ratio

1.76

Jensen's Alpha

8.7

-2

Omega Ratio

1.95

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

0.85

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.51

High:

AVGO

82.47

Low:

CRWD

-4,477

Details

PEG Ratio

206.26

High:

HON

826.1

Low:

NTRS

9.73

Details

Price/Book

5.71

High:

KMB

56.41

Low:

BKNG

-37.48

Details

Price/Sales

4.37

High:

CRWD

23.46

Low:

0.34

Details

Price/CF

16.3

High:

LLY

82.96

Low:

BBVA.MC

1.6

Details

Price/FCF

35.08

High:

CME

6,797.92

Low:

BBVA.MC

1.89

Details