Portfolio of hbolger on eToro

hbolger

🇮🇪 Stock and ETF Market Neutral Investor.

490 copiers.

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

Summary

This Month

+14.3%

Year To Date

+57.73%

2 Years

+144.93%

5 Years

+171.13%

10 Years

+22.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
15.33%
💰 Finance
14.36%
💵 Cash
12.15%
📊 ETFs
11.83%
💻 Electronic Technology
10.82%
🛠️ Producer Manufacturing
6.89%
🧬 Health Technology
5.51%
🏭 Industrial Services
4.86%
🛍️ Retail Trade
4.66%
📡 Communications
4.05%
🪨 Non Energy Minerals
2.83%
⚡ Utilities
2.58%
💇‍♀️ Consumer Services
2.25%
🍞 Consumer Non Durables
2.09%
⛏️ Energy Minerals
1.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
34.98%
🇺🇸 Nasdaq
23.05%
🇫🇷 Euronext Paris
7.3%
🇩🇪 FRA
5.85%
🇩🇪 Xetra ETFs
5.81%
🇬🇧 LSE
5.27%
🇮🇹 Borsa Italiana
3.46%
🇪🇸 Bolsa De Madrid
2.82%
🇨🇭 SIX
1.01%

Countries Breakdown

Country
Total

🇺🇸 United States
48.32%
🇫🇷 France
7.3%
🇩🇪 Germany
5.85%
🇬🇧 United Kingdom
4.73%
🇮🇹 Italy
3.46%
🇪🇸 Spain
2.82%
🇨🇭 Switzerland
2.07%
🇮🇪 Ireland
1.88%
🇹🇼 Taiwan
1.28%

Dividends

Dividend Yield

1.97%

74 out of 83 instruments pay dividend.

20 dividend payments in the next 30 days.

Highest Dividend: $ENGI.PA (8.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORA.PA	0.09%	5.44%	$0.72
HYG	0.06%	5.77%	-
MB.MI	0.06%	5.56%	$0.94
UCG.MI	0.05%	3.68%	$1.8
IGIB	0.05%	4.43%	-
ENGI.PA	0.05%	8.56%	$1.43
DG.PA	0.05%	4.19%	$4.5
INW.MI	0.05%	5.08%	$0.48
BBVA.MC	0.05%	3.67%	$0.45
IS0Q.DE	0.05%	5.47%	-
ISTB	0.05%	3.96%	-
TLT	0.05%	4.3%	-
CS.PA	0.04%	5.5%	$1.98
CME	0.04%	4.06%	$9.75
IUSP.DE	0.04%	5.15%	-
EPD	0.04%	6.71%	$2.03
DTE.DE	0.04%	2.86%	$0.77
MBB	0.04%	4.05%	-
ROG.ZU	0.04%	3.7%	$9.6
KO	0.04%	2.92%	$1.89
LQDE.L	0.03%	4.96%	-
IBM	0.03%	2.79%	$6.65
VICI	0.03%	5.21%	$1.66
JNJ	0.03%	2.86%	$4.81
C	0.03%	2.43%	$2.12
HOT.DE	0.03%	2.46%	$4.4
SPG	0.03%	4.74%	$7.75
QDVL.DE	0.03%	3.14%	-
SHEL.L	0.03%	3.95%	$0.8
BCS	0.03%	2.23%	$0.39
NVS	0.03%	2.61%	$3.2
JPM	0.03%	1.78%	$4.4
XOM	0.03%	3.46%	$3.76
BN.PA	0.03%	2.93%	$2.1
MMM	0.03%	1.88%	$5.21
BBY.L	0.02%	2.2%	$0.12
SYBG.DE	0.02%	3.54%	-
SIE.DE	0.02%	2.26%	$4.7
EUNS.DE	0.02%	2.54%	-
GS	0.02%	1.8%	$11
KR	0.02%	1.91%	$1.16
IBE.MC	0.02%	3.28%	$0.45
WMB	0.02%	3.48%	$1.85
IBCL.DE	0.02%	3.26%	-
AJB.L	0.02%	2.57%	$0.12
TPR	0.02%	1.42%	$1.4
EPRT	0.02%	3.86%	$1.14
SO	0.02%	3.18%	$2.82
SU.PA	0.02%	1.85%	$3.5
ORCL	0.02%	0.81%	$1.6
ETR	0.02%	2.75%	$4.46
CSCO	0.02%	2.4%	$1.58
STLD	0.02%	1.52%	$1.77
CRH.L	0.01%	1.29%	$1.61
PH	0.01%	0.92%	$6.07
MSFT	0.01%	0.66%	$3
TSM	0.01%	1.08%	$1.74
AMS.MC	0.01%	1.66%	$1
AVGO	0.01%	0.78%	$19.7
ETN	0.01%	1.19%	$3.6
HEI.DE	0.01%	1.68%	$3
IMI.L	0.01%	1.45%	$0.28
SAP.DE	0.01%	1.03%	$2.2
TT	0.01%	0.89%	$3.27
BKNG	0.01%	0.68%	$17.5
APH	0.01%	0.61%	$0.44
LLY	0.01%	0.79%	$4.86
MPWR	0%	0.69%	$4.5
META	0%	0.28%	$1
V	0%	0.68%	$2.01
VU.PA	0%	0.3%	$0.3
NEM.DE	0%	0.49%	$0.48
JBL	0%	0.16%	$0.32
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BKNG	Ex-Dividend	Sep 5, 2025	$9.60
TPR	Ex-Dividend	Sep 5, 2025	$0.40
TT	Ex-Dividend	Sep 5, 2025	$0.94
SO	Pay Day	Sep 8, 2025	$0.74
JNJ	Pay Day	Sep 9, 2025	$1.30
SPG	Ex-Dividend	Sep 9, 2025	$2.15
CME	Ex-Dividend	Sep 9, 2025	$1.25
IBM	Pay Day	Sep 10, 2025	$1.68
XOM	Pay Day	Sep 10, 2025	$0.99
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
MMM	Pay Day	Sep 12, 2025	$0.73
WMB	Ex-Dividend	Sep 12, 2025	$0.50
PH	Pay Day	Sep 12, 2025	$1.80
KO	Ex-Dividend	Sep 15, 2025	$0.51
APH	Ex-Dividend	Sep 16, 2025	$0.16
TSM	Ex-Dividend	Sep 16, 2025	$0.82
BCS	Pay Day	Sep 16, 2025	$0.16
TPR	Pay Day	Sep 22, 2025	$0.40
IMI.L	Pay Day	Sep 22, 2025	$0.14
SHEL.L	Pay Day	Sep 22, 2025	$0.36
CME	Pay Day	Sep 25, 2025	$1.25
GS	Pay Day	Sep 29, 2025	$4.00
WMB	Pay Day	Sep 29, 2025	$0.50
BKNG	Pay Day	Sep 30, 2025	$9.60
STLD	Ex-Dividend	Sep 30, 2025	$0.50
SPG	Pay Day	Sep 30, 2025	$2.15
TT	Pay Day	Sep 30, 2025	$0.94
KO	Pay Day	Oct 1, 2025	$0.51
NVDA	Pay Day	Oct 2, 2025	$0.01
CSCO	Ex-Dividend	Oct 3, 2025	$0.41
APH	Pay Day	Oct 8, 2025	$0.16
TSM	Pay Day	Oct 9, 2025	$0.82
STLD	Pay Day	Oct 10, 2025	$0.50
DG.PA	Ex-Dividend	Oct 14, 2025	$1.21
DG.PA	Pay Day	Oct 16, 2025	$1.21
CSCO	Pay Day	Oct 22, 2025	$0.41
BBY.L	Ex-Dividend	Oct 30, 2025	$0.06
INW.MI	Ex-Dividend	Nov 24, 2025	$0.23
INW.MI	Pay Day	Nov 26, 2025	$0.23
ORA.PA	Ex-Dividend	Dec 2, 2025	$0.35
ORA.PA	Pay Day	Dec 4, 2025	$0.35
BBY.L	Pay Day	Dec 5, 2025	$0.06

Performance Metrics

Score 8/10

Beta

0.74

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.92

Jensen's Alpha

8.14

-2

Omega Ratio

1.72

1.5

2.5

Treynor Ratio

1.85

0.75

1.25

Information Ratio

0.52

0.3

0.6

Calmar Ratio

0.9

0.3

0.6

Beta

0.74

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.92

Jensen's Alpha

8.14

-2

Omega Ratio

1.72

1.5

2.5

Treynor Ratio

1.85

0.75

1.25

Information Ratio

0.52

0.3

0.6

Calmar Ratio

0.9

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.92

High:

TPR

160.8

Low:

CRWD

-354.09

Details

PEG Ratio

327.57

High:

BKNG

7,680.47

Low:

MPWR

6.18

Details

Price/Book

8.54

High:

APP

138.92

Low:

BKNG

-27.27

Details

Price/Sales

6.68

High:

APP

30.82

Low:

0.31

Details

Price/CF

20.89

High:

233.26

Low:

BBVA.MC

1.1

Details

Price/FCF

43.89

High:

LLY

631.92

Low:

BBVA.MC

1.19

Details