Portfolio of mcheisenberg7 on eToro

mcheisenberg7

🇮🇹 Stock Value Investor.

28 copiers.

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

Summary

+0.89%

This Month

+14.53%

Year To Date

+29.19%

2 Years

+11.84%

5 Years

+194.38%

10 Years

+12.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
31.33%
🧬 Health Technology
14.87%
🛍️ Retail Trade
9.04%
🏭 Industrial Services
7.43%
🛠️ Producer Manufacturing
6.3%
📦 Distribution Services
4.52%
⛏️ Energy Minerals
4.42%
🍞 Consumer Non Durables
4.42%
💵 Cash
3.83%
❓ Other
2.89%
🖥️ Technology Services
2.63%
🚚 Transportation
2.47%
🪨 Non Energy Minerals
2.35%
🚗 Consumer Durables
2.2%
🧩 Miscellaneous
1.79%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
54.71%
🇺🇸 NYSE
36.54%
🇺🇸 Chicago Board Options Exchange
2.89%
🇬🇧 LSE
2.54%

Countries Breakdown

Country
Total

🇺🇸 United States
84.34%
🇳🇱 Netherlands
2.69%
🇰🇷 South Korea
2.54%
🇨🇭 Switzerland
2.25%
🇮🇪 Ireland
1.97%

Dividends

Dividend Yield

0.54%

27 out of 38 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $EOG (3.15%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EOG	0.07%	3.15%	$5.06
XOM	0.06%	2.73%	$3.76
JNJ	0.05%	2.25%	$4.81
FAST	0.04%	1.98%	$1.48
WSM	0.03%	1.36%	$3.83
TJX	0.02%	1.1%	$1.42
TEL.US	0.02%	1.15%	$3.9
RL	0.02%	0.94%	$3.08
NEM	0.02%	0.88%	$1.3
ROST	0.02%	0.73%	$1.41
GWW	0.02%	0.78%	$7.63
PHM	0.02%	0.76%	$0.76
MPWR	0.02%	0.45%	$4.5
AMAT	0.02%	0.49%	$1.44
SMSN.L	0.01%	0.58%	$23.68
ASML	0.01%	0.51%	$5.57
ODFL	0.01%	0.51%	$0.92
LRCX	0.01%	0.38%	$8
REGN	0.01%	0.48%	-
TPL	0.01%	0.51%	$4.5
GRMN	0.01%	0.34%	$3.71
GOOGL	0.01%	0.25%	$0.2
FIX	0.01%	0.13%	$1.02
TER	0%	0.13%	$0.46
EME	0%	0.14%	$0.79
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
TJX	Ex-Dividend	May 14, 2026	$0.48
AMAT	Ex-Dividend	May 21, 2026	$0.53
WSM	Pay Day	May 22, 2026	$0.76
TEL.US	Ex-Dividend	May 22, 2026	$0.78
JNJ	Ex-Dividend	May 26, 2026	$1.34
FAST	Pay Day	May 26, 2026	$0.24
TJX	Pay Day	Jun 4, 2026	$0.48
JNJ	Pay Day	Jun 9, 2026	$1.34
AMAT	Pay Day	Jun 11, 2026	$0.53
TEL.US	Pay Day	Jun 12, 2026	$0.78
GRMN	Ex-Dividend	Jun 15, 2026	$1.05
GRMN	Pay Day	Jun 26, 2026	$1.05

Performance Metrics

Score 5.9/10

Beta

0.54

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

1.05

Jensen's Alpha

4.18

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.52

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

0.54

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

1.05

Jensen's Alpha

4.18

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.52

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.64

High:

MPWR

117

Low:

PHM

11.38

Details

PEG Ratio

531.04

High:

ALGN

5,509.11

Low:

INCY

0.76

Details

Price/Book

9.07

High:

LRCX

Low:

PHM

1.88

Details

Price/Sales

8.74

High:

TPL

37.6

Low:

PHM

1.43

Details

Price/CF

23.64

High:

MPWR

53.17

Low:

EOG

5.64

Details

Price/FCF

51.54

High:

FAST

409.21

Low:

PHM

14.04

Details

P/E Ratio

34.64

High:

MPWR

117

Low:

PHM

11.38

Details

PEG Ratio

531.04

High:

ALGN

5,509.11

Low:

INCY

0.76

Details

Price/Book

9.07

High:

LRCX

Low:

PHM

1.88

Details

Price/Sales

8.74

High:

TPL

37.6

Low:

PHM

1.43

Details

Price/CF

23.64

High:

MPWR

53.17

Low:

EOG

5.64

Details

Price/FCF

51.54

High:

FAST

409.21

Low:

PHM

14.04

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.62%	Sep 2021	Feb 2026	53
-29.63%	Jan 2018	Apr 2021	39
-7.22%	Mar 2026	Apr 2026	1
-3.79%	Feb 2017	Mar 2017	1
-1.64%	Jul 2017	Aug 2017	1
-1.4%	Sep 2017	Oct 2017	1

Monthly Performance

Portfolio of mcheisenberg7 on eToro

mcheisenberg7

🇮🇹 Stock Value Investor.

28 copiers.

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

Summary

+0.89%

This Month

+14.53%

Year To Date

+29.19%

2 Years

+11.84%

5 Years

+194.38%

10 Years

+12.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
31.33%
🧬 Health Technology
14.87%
🛍️ Retail Trade
9.04%
🏭 Industrial Services
7.43%
🛠️ Producer Manufacturing
6.3%
📦 Distribution Services
4.52%
⛏️ Energy Minerals
4.42%
🍞 Consumer Non Durables
4.42%
💵 Cash
3.83%
❓ Other
2.89%
🖥️ Technology Services
2.63%
🚚 Transportation
2.47%
🪨 Non Energy Minerals
2.35%
🚗 Consumer Durables
2.2%
🧩 Miscellaneous
1.79%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
54.71%
🇺🇸 NYSE
36.54%
🇺🇸 Chicago Board Options Exchange
2.89%
🇬🇧 LSE
2.54%

Countries Breakdown

Country
Total

🇺🇸 United States
84.34%
🇳🇱 Netherlands
2.69%
🇰🇷 South Korea
2.54%
🇨🇭 Switzerland
2.25%
🇮🇪 Ireland
1.97%

Dividends

Dividend Yield

0.54%

27 out of 38 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $EOG (3.15%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EOG	0.07%	3.15%	$5.06
XOM	0.06%	2.73%	$3.76
JNJ	0.05%	2.25%	$4.81
FAST	0.04%	1.98%	$1.48
WSM	0.03%	1.36%	$3.83
TJX	0.02%	1.1%	$1.42
TEL.US	0.02%	1.15%	$3.9
RL	0.02%	0.94%	$3.08
NEM	0.02%	0.88%	$1.3
ROST	0.02%	0.73%	$1.41
GWW	0.02%	0.78%	$7.63
PHM	0.02%	0.76%	$0.76
MPWR	0.02%	0.45%	$4.5
AMAT	0.02%	0.49%	$1.44
SMSN.L	0.01%	0.58%	$23.68
ASML	0.01%	0.51%	$5.57
ODFL	0.01%	0.51%	$0.92
LRCX	0.01%	0.38%	$8
REGN	0.01%	0.48%	-
TPL	0.01%	0.51%	$4.5
GRMN	0.01%	0.34%	$3.71
GOOGL	0.01%	0.25%	$0.2
FIX	0.01%	0.13%	$1.02
TER	0%	0.13%	$0.46
EME	0%	0.14%	$0.79
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
TJX	Ex-Dividend	May 14, 2026	$0.48
AMAT	Ex-Dividend	May 21, 2026	$0.53
WSM	Pay Day	May 22, 2026	$0.76
TEL.US	Ex-Dividend	May 22, 2026	$0.78
JNJ	Ex-Dividend	May 26, 2026	$1.34
FAST	Pay Day	May 26, 2026	$0.24
TJX	Pay Day	Jun 4, 2026	$0.48
JNJ	Pay Day	Jun 9, 2026	$1.34
AMAT	Pay Day	Jun 11, 2026	$0.53
TEL.US	Pay Day	Jun 12, 2026	$0.78
GRMN	Ex-Dividend	Jun 15, 2026	$1.05
GRMN	Pay Day	Jun 26, 2026	$1.05

Performance Metrics

Score 5.9/10

Beta

0.54

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

1.05

Jensen's Alpha

4.18

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.52

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

0.54

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

1.05

Jensen's Alpha

4.18

-2

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.52

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.64

High:

MPWR

117

Low:

PHM

11.38

Details

PEG Ratio

531.04

High:

ALGN

5,509.11

Low:

INCY

0.76

Details

Price/Book

9.07

High:

LRCX

Low:

PHM

1.88

Details

Price/Sales

8.74

High:

TPL

37.6

Low:

PHM

1.43

Details

Price/CF

23.64

High:

MPWR

53.17

Low:

EOG

5.64

Details

Price/FCF

51.54

High:

FAST

409.21

Low:

PHM

14.04

Details

P/E Ratio

34.64

High:

MPWR

117

Low:

PHM

11.38

Details

PEG Ratio

531.04

High:

ALGN

5,509.11

Low:

INCY

0.76

Details

Price/Book

9.07

High:

LRCX

Low:

PHM

1.88

Details

Price/Sales

8.74

High:

TPL

37.6

Low:

PHM

1.43

Details

Price/CF

23.64

High:

MPWR

53.17

Low:

EOG

5.64

Details

Price/FCF

51.54

High:

FAST

409.21

Low:

PHM

14.04

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.62%	Sep 2021	Feb 2026	53
-29.63%	Jan 2018	Apr 2021	39
-7.22%	Mar 2026	Apr 2026	1
-3.79%	Feb 2017	Mar 2017	1
-1.64%	Jul 2017	Aug 2017	1
-1.4%	Sep 2017	Oct 2017	1