Portfolio of montana063 on eToro

montana063

🇫🇷 Stock Income Investor.

41 copiers.

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

Summary

-3.27%

This Month

+3.85%

Year To Date

+33.61%

2 Years

+4.48%

5 Years

+4.48%

10 Years

+1.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
18.82%
💰 Finance
14.28%
🖥️ Technology Services
10.76%
🧬 Health Technology
8.51%
🍞 Consumer Non Durables
7.8%
🛍️ Retail Trade
6.91%
📊 ETFs
6%
🏭 Industrial Services
5.06%
🚚 Transportation
4.65%
📡 Communications
4.01%
🚗 Consumer Durables
3.57%
🛠️ Producer Manufacturing
3.35%
⛏️ Energy Minerals
3.07%
💇‍♀️ Consumer Services
3.04%
💵 Cash
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55%
🇺🇸 Nasdaq
30.08%
🇫🇷 Euronext Paris
6.26%
🇩🇪 FRA
3.24%
🇬🇧 LSE
2.08%
🇨🇭 SIX
1.94%
🇭🇰 Hong Kong Exchanges
1.25%

Countries Breakdown

Country
Total

🇺🇸 United States
74.48%
🇫🇷 France
6.26%
🇨🇭 Switzerland
3.38%
🇩🇪 Germany
3.24%
🇨🇦 Canada
3.16%
🇬🇧 United Kingdom
1.98%
🇨🇳 China
1.25%
🇳🇱 Netherlands
0.1%

Dividends

Dividend Yield

2.73%

40 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.71%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.28%	5.95%	$6.5
PFE	0.22%	6.48%	$1.66
O	0.17%	4.92%	$3.09
HPQ	0.16%	6.17%	$1.1
MAIN	0.16%	5.21%	$2.85
TTE.PA	0.16%	5.08%	$3.06
PBA	0.15%	4.62%	$1.99
MRK	0.14%	2.81%	$3.04
VOW3.DE	0.12%	6.71%	$9.06
VZ	0.12%	5.49%	$2.66
CVS	0.08%	3.32%	$2.54
F	0.08%	4.71%	$0.78
PEP	0.07%	3.49%	$5.15
T	0.07%	3.87%	$1.11
DG.PA	0.07%	3.72%	$4.5
ULVR.L	0.07%	3.38%	$1.47
LMT	0.06%	2.03%	$12.45
PG	0.05%	2.69%	$3.83
KO	0.05%	2.64%	$1.89
SBUX	0.04%	2.55%	$2.24
INTU	0.04%	1.06%	$3.6
HD	0.04%	2.55%	$8.52
QCOM	0.03%	2.58%	$3.25
SIE.DE	0.03%	2.32%	$4.7
C	0.03%	2.14%	$2.12
MCD	0.03%	2.2%	$6.53
BAC	0.03%	2.2%	$0.96
JPM	0.03%	1.95%	$4.4
ABBN.ZU	0.03%	1.38%	$0.87
BLK	0.02%	2.05%	$20.2
GS	0.02%	1.8%	$11
LR.PA	0.02%	1.55%	$2.09
WMT	0.01%	0.78%	$0.81
0700.HK	0.01%	0.9%	$3.4
V	0.01%	0.78%	$2.01
AVGO	0.01%	0.71%	$19.7
AAPL	0.01%	0.4%	$0.97
GRMN	0.01%	0.36%	$3.71
GOOG	0%	0.28%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.02

-1

Jensen's Alpha

-9.79

-10

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.03

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.02

-1

Jensen's Alpha

-9.79

-10

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.03

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.89

High:

SBUX

80.94

Low:

INTC

-556.53

Details

PEG Ratio

156.42

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.2

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

3.82

High:

AVGO

24.3

Low:

VOW3.DE

0.15

Details

Price/CF

19.51

High:

TTWO

70.92

Low:

2.59

Details

Price/FCF

45.26

High:

PEP

5,797.72

Low:

5.83

Details

P/E Ratio

28.89

High:

SBUX

80.94

Low:

INTC

-556.53

Details

PEG Ratio

156.42

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.2

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

3.82

High:

AVGO

24.3

Low:

VOW3.DE

0.15

Details

Price/CF

19.51

High:

TTWO

70.92

Low:

2.59

Details

Price/FCF

45.26

High:

PEP

5,797.72

Low:

5.83

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.63%	Dec 2022	Jun 2025	30
-3.27%	Mar 2026	-	1
-0.91%	Sep 2022	Oct 2022	1
-0.27%	Jul 2025	Aug 2025	1

Monthly Performance

Portfolio of montana063 on eToro

montana063

🇫🇷 Stock Income Investor.

41 copiers.

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

Summary

-3.27%

This Month

+3.85%

Year To Date

+33.61%

2 Years

+4.48%

5 Years

+4.48%

10 Years

+1.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
18.82%
💰 Finance
14.28%
🖥️ Technology Services
10.76%
🧬 Health Technology
8.51%
🍞 Consumer Non Durables
7.8%
🛍️ Retail Trade
6.91%
📊 ETFs
6%
🏭 Industrial Services
5.06%
🚚 Transportation
4.65%
📡 Communications
4.01%
🚗 Consumer Durables
3.57%
🛠️ Producer Manufacturing
3.35%
⛏️ Energy Minerals
3.07%
💇‍♀️ Consumer Services
3.04%
💵 Cash
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55%
🇺🇸 Nasdaq
30.08%
🇫🇷 Euronext Paris
6.26%
🇩🇪 FRA
3.24%
🇬🇧 LSE
2.08%
🇨🇭 SIX
1.94%
🇭🇰 Hong Kong Exchanges
1.25%

Countries Breakdown

Country
Total

🇺🇸 United States
74.48%
🇫🇷 France
6.26%
🇨🇭 Switzerland
3.38%
🇩🇪 Germany
3.24%
🇨🇦 Canada
3.16%
🇬🇧 United Kingdom
1.98%
🇨🇳 China
1.25%
🇳🇱 Netherlands
0.1%

Dividends

Dividend Yield

2.73%

40 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.71%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.28%	5.95%	$6.5
PFE	0.22%	6.48%	$1.66
O	0.17%	4.92%	$3.09
HPQ	0.16%	6.17%	$1.1
MAIN	0.16%	5.21%	$2.85
TTE.PA	0.16%	5.08%	$3.06
PBA	0.15%	4.62%	$1.99
MRK	0.14%	2.81%	$3.04
VOW3.DE	0.12%	6.71%	$9.06
VZ	0.12%	5.49%	$2.66
CVS	0.08%	3.32%	$2.54
F	0.08%	4.71%	$0.78
PEP	0.07%	3.49%	$5.15
T	0.07%	3.87%	$1.11
DG.PA	0.07%	3.72%	$4.5
ULVR.L	0.07%	3.38%	$1.47
LMT	0.06%	2.03%	$12.45
PG	0.05%	2.69%	$3.83
KO	0.05%	2.64%	$1.89
SBUX	0.04%	2.55%	$2.24
INTU	0.04%	1.06%	$3.6
HD	0.04%	2.55%	$8.52
QCOM	0.03%	2.58%	$3.25
SIE.DE	0.03%	2.32%	$4.7
C	0.03%	2.14%	$2.12
MCD	0.03%	2.2%	$6.53
BAC	0.03%	2.2%	$0.96
JPM	0.03%	1.95%	$4.4
ABBN.ZU	0.03%	1.38%	$0.87
BLK	0.02%	2.05%	$20.2
GS	0.02%	1.8%	$11
LR.PA	0.02%	1.55%	$2.09
WMT	0.01%	0.78%	$0.81
0700.HK	0.01%	0.9%	$3.4
V	0.01%	0.78%	$2.01
AVGO	0.01%	0.71%	$19.7
AAPL	0.01%	0.4%	$0.97
GRMN	0.01%	0.36%	$3.71
GOOG	0%	0.28%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.02

-1

Jensen's Alpha

-9.79

-10

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.03

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.02

-1

Jensen's Alpha

-9.79

-10

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.03

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.89

High:

SBUX

80.94

Low:

INTC

-556.53

Details

PEG Ratio

156.42

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.2

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

3.82

High:

AVGO

24.3

Low:

VOW3.DE

0.15

Details

Price/CF

19.51

High:

TTWO

70.92

Low:

2.59

Details

Price/FCF

45.26

High:

PEP

5,797.72

Low:

5.83

Details

P/E Ratio

28.89

High:

SBUX

80.94

Low:

INTC

-556.53

Details

PEG Ratio

156.42

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.2

High:

AAPL

43.77

Low:

MCD

-131.7

Details

Price/Sales

3.82

High:

AVGO

24.3

Low:

VOW3.DE

0.15

Details

Price/CF

19.51

High:

TTWO

70.92

Low:

2.59

Details

Price/FCF

45.26

High:

PEP

5,797.72

Low:

5.83

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.63%	Dec 2022	Jun 2025	30
-3.27%	Mar 2026	-	1
-0.91%	Sep 2022	Oct 2022	1
-0.27%	Jul 2025	Aug 2025	1