Portfolio of hbolger on eToro

hbolger

🇮🇪 Stock Market Neutral Investor.

408 copiers.

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

Summary

-0.11%

This Month

+11.42%

Year To Date

+35.86%

2 Years

+91.46%

5 Years

+214.94%

10 Years

+21.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
15.64%
💻 Electronic Technology
14.58%
🖥️ Technology Services
11.29%
❓ Other
9.54%
🛠️ Producer Manufacturing
8.98%
💵 Cash
6.48%
🧬 Health Technology
6.08%
🛍️ Retail Trade
5.32%
📊 ETFs
4.59%
🏭 Industrial Services
4.14%
⚡ Utilities
3.41%
⛏️ Energy Minerals
3.24%
📡 Communications
2.19%
🪨 Non Energy Minerals
2.04%
🍞 Consumer Non Durables
1.93%
🧪 Process Industries
0.96%
💇‍♀️ Consumer Services
0.85%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.81%
🇺🇸 Nasdaq
25.49%
Tokyo Stock Exchange
9.54%
🇫🇷 Euronext Paris
4.89%
🇪🇸 Bolsa De Madrid
2.65%
🇬🇧 LSE
2.58%
🇩🇪 FRA
2.43%
🇮🇹 Borsa Italiana
1.56%
🇩🇪 Xetra ETFs
1.5%
🇫🇮 Helsinki Stock Exchange
1.35%

Countries Breakdown

Country
Total

🇺🇸 United States
55.93%
🇫🇷 France
4.89%
🇬🇧 United Kingdom
4.76%
🇪🇸 Spain
2.65%
🇨🇭 Switzerland
2.55%
🇩🇪 Germany
2.43%
🇹🇼 Taiwan
1.85%
🇮🇪 Ireland
1.77%
🇮🇹 Italy
1.56%
🇫🇮 Finland
1.35%
🇧🇷 Brazil
0.92%

Dividends

Dividend Yield

1.2%

52 out of 78 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VALE (5.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.06%	5.38%	$1.98
ORA.PA	0.06%	4.89%	$0.72
SPG	0.06%	4.16%	$7.75
UCG.MI	0.05%	3.51%	$1.8
VALE	0.05%	5.84%	$1.33
ENGI.PA	0.05%	5.53%	$1.43
KO	0.05%	2.35%	$1.89
BBVA.MC	0.04%	2.36%	$0.45
CME	0.04%	4.09%	$9.75
JNJ	0.04%	1.95%	$4.81
C	0.04%	1.76%	$2.12
GS	0.03%	1.65%	$11
IBM	0.03%	2.9%	$6.65
DTE.DE	0.03%	3.52%	$0.77
NVS	0.03%	2.24%	$3.2
ABBV	0.03%	2.76%	$6.06
IBE.MC	0.03%	3.49%	$0.45
XOM	0.03%	2.53%	$3.76
NEE	0.03%	2.85%	$1.97
HOT.DE	0.02%	1.5%	$4.4
BBY.L	0.02%	1.62%	$0.12
JPM	0.02%	1.7%	$4.4
BCS	0.02%	1.67%	$0.39
NOKIA.HE	0.02%	1.46%	$0.13
ETR	0.02%	2.34%	$4.46
APH	0.02%	1.12%	$0.44
ETN	0.02%	1.02%	$3.6
ORCL	0.02%	1.22%	$1.6
PSX	0.02%	1.96%	$4.3
SU.PA	0.02%	1.42%	$3.5
MSFT	0.02%	0.74%	$3
CAT	0.01%	0.75%	$5.31
TPR	0.01%	1.36%	$1.4
AVGO	0.01%	0.69%	$19.7
IMI.L	0.01%	1.11%	$0.28
CB	0.01%	1.17%	$3.49
PH	0.01%	0.78%	$6.07
WMT	0.01%	0.94%	$0.81
MPC	0.01%	1%	$3.23
LIN	0.01%	1.33%	$5.33
TSM	0.01%	0.68%	$1.74
AXP	0.01%	1.09%	$2.6
STLD	0.01%	0.86%	$1.77
ROST	0.01%	0.75%	$1.41
MPWR	0.01%	0.59%	$4.5
LLY	0.01%	0.59%	$4.86
GOOG	0%	0.25%	$0.2
FTI	0%	0.26%	$0.2
NVDA	0%	0.12%	$0.02
VU.PA	0%	0.76%	$0.3
MU	0%	0.05%	$0.46
JBL	0%	0.1%	$0.32

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.8/10

Beta

0.75

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.94

Jensen's Alpha

7.14

-2

Omega Ratio

1.57

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.45

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.94

Jensen's Alpha

7.14

-2

Omega Ratio

1.57

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.45

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

High:

CIEN

153.35

Low:

CRWD

-3,974.1

Details

PEG Ratio

141.52

High:

NOKIA.HE

10,817.84

Low:

CRWD

-5,401.66

Details

Price/Book

8.32

High:

APP

72.14

Low:

ABBV

-74.07

Details

Price/Sales

6.38

High:

CRWD

37.9

Low:

BBY.L

0.45

Details

Price/CF

16.66

High:

ENGI.PA

216.75

Low:

BBVA.MC

0.87

Details

Price/FCF

32.26

High:

NEE

2,356.18

Low:

BBVA.MC

0.91

Details

Worst Drawdowns

Depth	Start	End	Total months
-21.8%	Jan 2022	Jul 2023	18
-9.16%	Aug 2023	Dec 2023	4
-5.59%	Sep 2020	Nov 2020	2
-4.91%	Sep 2021	Oct 2021	1
-4.18%	Mar 2026	Apr 2026	1
-3.46%	Apr 2024	May 2024	1
-3.33%	Feb 2025	May 2025	3
-2.74%	Jul 2026	-	3
-2.09%	Dec 2024	Jan 2025	1
-1.36%	Jul 2024	Aug 2024	1
-0.98%	Nov 2021	Dec 2021	1
-0.53%	Oct 2024	Nov 2024	1
-0.16%	Jul 2025	Aug 2025	1
-0.12%	Oct 2025	Dec 2025	2

Monthly Performance

Portfolio of hbolger on eToro

hbolger

🇮🇪 Stock Market Neutral Investor.

408 copiers.

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

Summary

-0.11%

This Month

+11.42%

Year To Date

+35.86%

2 Years

+91.46%

5 Years

+214.94%

10 Years

+21.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
15.64%
💻 Electronic Technology
14.58%
🖥️ Technology Services
11.29%
❓ Other
9.54%
🛠️ Producer Manufacturing
8.98%
💵 Cash
6.48%
🧬 Health Technology
6.08%
🛍️ Retail Trade
5.32%
📊 ETFs
4.59%
🏭 Industrial Services
4.14%
⚡ Utilities
3.41%
⛏️ Energy Minerals
3.24%
📡 Communications
2.19%
🪨 Non Energy Minerals
2.04%
🍞 Consumer Non Durables
1.93%
🧪 Process Industries
0.96%
💇‍♀️ Consumer Services
0.85%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.81%
🇺🇸 Nasdaq
25.49%
Tokyo Stock Exchange
9.54%
🇫🇷 Euronext Paris
4.89%
🇪🇸 Bolsa De Madrid
2.65%
🇬🇧 LSE
2.58%
🇩🇪 FRA
2.43%
🇮🇹 Borsa Italiana
1.56%
🇩🇪 Xetra ETFs
1.5%
🇫🇮 Helsinki Stock Exchange
1.35%

Countries Breakdown

Country
Total

🇺🇸 United States
55.93%
🇫🇷 France
4.89%
🇬🇧 United Kingdom
4.76%
🇪🇸 Spain
2.65%
🇨🇭 Switzerland
2.55%
🇩🇪 Germany
2.43%
🇹🇼 Taiwan
1.85%
🇮🇪 Ireland
1.77%
🇮🇹 Italy
1.56%
🇫🇮 Finland
1.35%
🇧🇷 Brazil
0.92%

Dividends

Dividend Yield

1.2%

52 out of 78 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VALE (5.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	0.06%	5.38%	$1.98
ORA.PA	0.06%	4.89%	$0.72
SPG	0.06%	4.16%	$7.75
UCG.MI	0.05%	3.51%	$1.8
VALE	0.05%	5.84%	$1.33
ENGI.PA	0.05%	5.53%	$1.43
KO	0.05%	2.35%	$1.89
BBVA.MC	0.04%	2.36%	$0.45
CME	0.04%	4.09%	$9.75
JNJ	0.04%	1.95%	$4.81
C	0.04%	1.76%	$2.12
GS	0.03%	1.65%	$11
IBM	0.03%	2.9%	$6.65
DTE.DE	0.03%	3.52%	$0.77
NVS	0.03%	2.24%	$3.2
ABBV	0.03%	2.76%	$6.06
IBE.MC	0.03%	3.49%	$0.45
XOM	0.03%	2.53%	$3.76
NEE	0.03%	2.85%	$1.97
HOT.DE	0.02%	1.5%	$4.4
BBY.L	0.02%	1.62%	$0.12
JPM	0.02%	1.7%	$4.4
BCS	0.02%	1.67%	$0.39
NOKIA.HE	0.02%	1.46%	$0.13
ETR	0.02%	2.34%	$4.46
APH	0.02%	1.12%	$0.44
ETN	0.02%	1.02%	$3.6
ORCL	0.02%	1.22%	$1.6
PSX	0.02%	1.96%	$4.3
SU.PA	0.02%	1.42%	$3.5
MSFT	0.02%	0.74%	$3
CAT	0.01%	0.75%	$5.31
TPR	0.01%	1.36%	$1.4
AVGO	0.01%	0.69%	$19.7
IMI.L	0.01%	1.11%	$0.28
CB	0.01%	1.17%	$3.49
PH	0.01%	0.78%	$6.07
WMT	0.01%	0.94%	$0.81
MPC	0.01%	1%	$3.23
LIN	0.01%	1.33%	$5.33
TSM	0.01%	0.68%	$1.74
AXP	0.01%	1.09%	$2.6
STLD	0.01%	0.86%	$1.77
ROST	0.01%	0.75%	$1.41
MPWR	0.01%	0.59%	$4.5
LLY	0.01%	0.59%	$4.86
GOOG	0%	0.25%	$0.2
FTI	0%	0.26%	$0.2
NVDA	0%	0.12%	$0.02
VU.PA	0%	0.76%	$0.3
MU	0%	0.05%	$0.46
JBL	0%	0.1%	$0.32

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.8/10

Beta

0.75

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.94

Jensen's Alpha

7.14

-2

Omega Ratio

1.57

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.45

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.94

Jensen's Alpha

7.14

-2

Omega Ratio

1.57

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.45

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Portfolio Valuation

Based on current positions

High:

CIEN

153.35

Low:

CRWD

-3,974.1

Details

PEG Ratio

141.52

High:

NOKIA.HE

10,817.84

Low:

CRWD

-5,401.66

Details

Price/Book

8.32

High:

APP

72.14

Low:

ABBV

-74.07

Details

Price/Sales

6.38

High:

CRWD

37.9

Low:

BBY.L

0.45

Details

Price/CF

16.66

High:

ENGI.PA

216.75

Low:

BBVA.MC

0.87

Details

Price/FCF

32.26

High:

NEE

2,356.18

Low:

BBVA.MC

0.91

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.8%	Jan 2022	Jul 2023	18
-9.16%	Aug 2023	Dec 2023	4
-5.59%	Sep 2020	Nov 2020	2
-4.91%	Sep 2021	Oct 2021	1
-4.18%	Mar 2026	Apr 2026	1
-3.46%	Apr 2024	May 2024	1
-3.33%	Feb 2025	May 2025	3
-2.74%	Jul 2026	-	3
-2.09%	Dec 2024	Jan 2025	1
-1.36%	Jul 2024	Aug 2024	1
-0.98%	Nov 2021	Dec 2021	1
-0.53%	Oct 2024	Nov 2024	1
-0.16%	Jul 2025	Aug 2025	1
-0.12%	Oct 2025	Dec 2025	2