Portfolio of montana063 on eToro

montana063

🇫🇷 Stock Income Investor.

73 copiers.

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

Summary

-0.18%

This Month

+21.67%

Year To Date

+50.02%

2 Years

+22.41%

5 Years

+22.41%

10 Years

+5.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
19.32%
💰 Finance
13.46%
🖥️ Technology Services
12.51%
🍞 Consumer Non Durables
7.5%
🧬 Health Technology
7.33%
🛍️ Retail Trade
6.64%
📡 Communications
5.84%
🏭 Industrial Services
5.17%
🚗 Consumer Durables
4.47%
🧩 Miscellaneous
4.31%
🚚 Transportation
3.76%
🛠️ Producer Manufacturing
3.08%
⛏️ Energy Minerals
2.84%
💇‍♀️ Consumer Services
2.51%
📊 ETFs
1.25%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.97%
🇺🇸 Nasdaq
29.49%
🇫🇷 Euronext Paris
6.5%
🇩🇪 FRA
3.84%
🇬🇧 LSE
2.19%
🇨🇭 SIX
1.75%
🇭🇰 Hong Kong Exchanges
1.26%

Countries Breakdown

Country
Total

🇺🇸 United States
74.53%
🇫🇷 France
6.5%
🇩🇪 Germany
3.84%
🇨🇭 Switzerland
3.37%
🇨🇦 Canada
2.75%
🇬🇧 United Kingdom
2.08%
🇨🇳 China
1.26%
🇳🇱 Netherlands
0.11%

Dividends

Dividend Yield

2.72%

42 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.24%	6.5%	$6.5
PFE	0.18%	6.24%	$1.66
HPQ	0.18%	3.57%	$1.1
VOW3.DE	0.17%	6.68%	$9.06
T.US	0.14%	4.18%	$1.11
O	0.14%	5.51%	$3.09
MAIN	0.13%	5.48%	$2.85
VZ	0.13%	5.46%	$2.66
TTE.PA	0.12%	4.21%	$3.06
PBA	0.12%	4.34%	$1.99
DG.PA	0.11%	4.46%	$4.5
MRK	0.1%	2.33%	$3.04
F	0.09%	4.44%	$0.78
ULVR.L	0.08%	3.66%	$1.47
CVS	0.07%	2.85%	$2.54
PG	0.06%	2.91%	$3.83
PEP	0.06%	4.25%	$5.15
INTU	0.05%	1.47%	$3.6
LMT	0.05%	2.55%	$12.45
HD	0.04%	3.03%	$8.52
MCD	0.04%	2.91%	$6.53
QCOM	0.04%	1.91%	$3.25
KO	0.04%	2.35%	$1.89
SBUX	0.03%	2.55%	$2.24
BLK	0.03%	2.07%	$20.2
SIE.DE	0.03%	2.06%	$4.7
SPY	0.03%	0.97%	-
C	0.03%	1.76%	$2.12
BAC	0.02%	1.88%	$0.96
GRMN	0.02%	1.53%	$3.71
JPM	0.02%	1.7%	$4.4
LR.PA	0.02%	1.76%	$2.09
ABBN.ZU	0.02%	1.2%	$0.87
GS	0.02%	1.73%	$11
0700.HK	0.02%	1.22%	$3.4
V	0.01%	0.69%	$2.01
WMT	0.01%	0.92%	$0.81
AVGO	0.01%	0.75%	$19.7
QQQ	0.01%	0.4%	-
AAPL	0.01%	0.32%	$0.97
GOOG	0%	0.25%	$0.2
NVDA	0%	0.13%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.18

Jensen's Alpha

-8.08

-9

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.18

Jensen's Alpha

-8.08

-9

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.53

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

157.24

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.92

High:

AAPL

45.02

Low:

HPQ

-153.8

Details

Price/Sales

4.33

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.63

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.37

High:

SBUX

1,256.06

Low:

2.44

Details

P/E Ratio

30.53

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

157.24

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.92

High:

AAPL

45.02

Low:

HPQ

-153.8

Details

Price/Sales

4.33

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.63

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.37

High:

SBUX

1,256.06

Low:

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.63%	Dec 2022	Jun 2025	30
-5.37%	Mar 2026	Apr 2026	1
-1.79%	Jun 2026	Aug 2026	2
-0.91%	Sep 2022	Oct 2022	1
-0.27%	Jul 2025	Aug 2025	1
-0.18%	Sep 2026	-	1

Monthly Performance

Portfolio of montana063 on eToro

montana063

🇫🇷 Stock Income Investor.

73 copiers.

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

Summary

-0.18%

This Month

+21.67%

Year To Date

+50.02%

2 Years

+22.41%

5 Years

+22.41%

10 Years

+5.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
19.32%
💰 Finance
13.46%
🖥️ Technology Services
12.51%
🍞 Consumer Non Durables
7.5%
🧬 Health Technology
7.33%
🛍️ Retail Trade
6.64%
📡 Communications
5.84%
🏭 Industrial Services
5.17%
🚗 Consumer Durables
4.47%
🧩 Miscellaneous
4.31%
🚚 Transportation
3.76%
🛠️ Producer Manufacturing
3.08%
⛏️ Energy Minerals
2.84%
💇‍♀️ Consumer Services
2.51%
📊 ETFs
1.25%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.97%
🇺🇸 Nasdaq
29.49%
🇫🇷 Euronext Paris
6.5%
🇩🇪 FRA
3.84%
🇬🇧 LSE
2.19%
🇨🇭 SIX
1.75%
🇭🇰 Hong Kong Exchanges
1.26%

Countries Breakdown

Country
Total

🇺🇸 United States
74.53%
🇫🇷 France
6.5%
🇩🇪 Germany
3.84%
🇨🇭 Switzerland
3.37%
🇨🇦 Canada
2.75%
🇬🇧 United Kingdom
2.08%
🇨🇳 China
1.26%
🇳🇱 Netherlands
0.11%

Dividends

Dividend Yield

2.72%

42 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.24%	6.5%	$6.5
PFE	0.18%	6.24%	$1.66
HPQ	0.18%	3.57%	$1.1
VOW3.DE	0.17%	6.68%	$9.06
T.US	0.14%	4.18%	$1.11
O	0.14%	5.51%	$3.09
MAIN	0.13%	5.48%	$2.85
VZ	0.13%	5.46%	$2.66
TTE.PA	0.12%	4.21%	$3.06
PBA	0.12%	4.34%	$1.99
DG.PA	0.11%	4.46%	$4.5
MRK	0.1%	2.33%	$3.04
F	0.09%	4.44%	$0.78
ULVR.L	0.08%	3.66%	$1.47
CVS	0.07%	2.85%	$2.54
PG	0.06%	2.91%	$3.83
PEP	0.06%	4.25%	$5.15
INTU	0.05%	1.47%	$3.6
LMT	0.05%	2.55%	$12.45
HD	0.04%	3.03%	$8.52
MCD	0.04%	2.91%	$6.53
QCOM	0.04%	1.91%	$3.25
KO	0.04%	2.35%	$1.89
SBUX	0.03%	2.55%	$2.24
BLK	0.03%	2.07%	$20.2
SIE.DE	0.03%	2.06%	$4.7
SPY	0.03%	0.97%	-
C	0.03%	1.76%	$2.12
BAC	0.02%	1.88%	$0.96
GRMN	0.02%	1.53%	$3.71
JPM	0.02%	1.7%	$4.4
LR.PA	0.02%	1.76%	$2.09
ABBN.ZU	0.02%	1.2%	$0.87
GS	0.02%	1.73%	$11
0700.HK	0.02%	1.22%	$3.4
V	0.01%	0.69%	$2.01
WMT	0.01%	0.92%	$0.81
AVGO	0.01%	0.75%	$19.7
QQQ	0.01%	0.4%	-
AAPL	0.01%	0.32%	$0.97
GOOG	0%	0.25%	$0.2
NVDA	0%	0.13%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.18

Jensen's Alpha

-8.08

-9

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.18

Jensen's Alpha

-8.08

-9

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.53

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

157.24

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.92

High:

AAPL

45.02

Low:

HPQ

-153.8

Details

Price/Sales

4.33

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.63

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.37

High:

SBUX

1,256.06

Low:

2.44

Details

P/E Ratio

30.53

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

157.24

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.92

High:

AAPL

45.02

Low:

HPQ

-153.8

Details

Price/Sales

4.33

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.63

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.37

High:

SBUX

1,256.06

Low:

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.63%	Dec 2022	Jun 2025	30
-5.37%	Mar 2026	Apr 2026	1
-1.79%	Jun 2026	Aug 2026	2
-0.91%	Sep 2022	Oct 2022	1
-0.27%	Jul 2025	Aug 2025	1
-0.18%	Sep 2026	-	1