Portfolio of montana063 on eToro

montana063

🇫🇷 Stock Income Investor.

62 copiers.

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

Summary

+1.31%

This Month

+20.6%

Year To Date

+52.99%

2 Years

+21.34%

5 Years

+21.34%

10 Years

+5.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
19.14%
💰 Finance
14.05%
🖥️ Technology Services
11.89%
🛍️ Retail Trade
7.42%
🍞 Consumer Non Durables
7.25%
🧬 Health Technology
6.98%
📡 Communications
5.34%
🏭 Industrial Services
4.91%
🧩 Miscellaneous
4.35%
🚗 Consumer Durables
4.24%
🚚 Transportation
3.99%
🛠️ Producer Manufacturing
3.39%
💇‍♀️ Consumer Services
2.89%
⛏️ Energy Minerals
2.76%
📊 ETFs
1.26%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55.08%
🇺🇸 Nasdaq
29.65%
🇫🇷 Euronext Paris
6%
🇩🇪 FRA
3.53%
🇬🇧 LSE
2.29%
🇨🇭 SIX
1.9%
🇭🇰 Hong Kong Exchanges
1.42%

Countries Breakdown

Country
Total

🇺🇸 United States
74.41%
🇫🇷 France
6%
🇨🇭 Switzerland
3.68%
🇩🇪 Germany
3.53%
🇨🇦 Canada
2.92%
🇬🇧 United Kingdom
2.19%
🇨🇳 China
1.42%
🇳🇱 Netherlands
0.11%

Dividends

Dividend Yield

2.73%

42 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.25%	6.29%	$6.5
PFE	0.18%	6.88%	$1.66
HPQ	0.18%	4.4%	$1.1
T.US	0.15%	4.77%	$1.11
VOW3.DE	0.14%	7.04%	$9.06
O	0.14%	5.07%	$3.09
MAIN	0.14%	5.7%	$2.85
VZ	0.14%	5.97%	$2.66
TTE.PA	0.12%	4.45%	$3.06
PBA	0.12%	4.2%	$1.99
MRK	0.11%	2.58%	$3.04
F	0.09%	4.09%	$0.78
DG.PA	0.08%	4.08%	$4.5
ULVR.L	0.08%	3.57%	$1.47
CVS	0.07%	2.55%	$2.54
PEP	0.06%	4.12%	$5.15
PG	0.05%	2.95%	$3.83
LMT	0.05%	2.34%	$12.45
HD	0.05%	2.79%	$8.52
INTU	0.05%	1.52%	$3.6
MCD	0.04%	2.72%	$6.53
QCOM	0.04%	2.43%	$3.25
KO	0.04%	2.37%	$1.89
SBUX	0.03%	2.35%	$2.24
BLK	0.03%	2.01%	$20.2
SIE.DE	0.03%	1.89%	$4.7
SPY	0.03%	0.99%	-
C	0.03%	1.81%	$2.12
BAC	0.03%	1.81%	$0.96
GRMN	0.03%	1.43%	$3.71
JPM	0.02%	1.71%	$4.4
LR.PA	0.02%	1.81%	$2.09
ABBN.ZU	0.02%	1.18%	$0.87
GS	0.02%	1.67%	$11
0700.HK	0.02%	1.12%	$3.4
V	0.01%	0.71%	$2.01
WMT	0.01%	0.89%	$0.81
AVGO	0.01%	0.65%	$19.7
QQQ	0.01%	0.41%	-
AAPL	0.01%	0.34%	$0.97
GOOG	0%	0.24%	$0.2
NVDA	0%	0.14%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Pay Day	Sep 8, 2026	$0.25

Performance Metrics

Score 2.5/10

Beta

0.91

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-9.46

-10

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

0.12

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Beta

0.91

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-9.46

-10

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

0.12

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.44

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

155.8

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.93

High:

AAPL

41.97

Low:

HPQ

-153.8

Details

Price/Sales

4.3

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.43

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.29

High:

SBUX

1,256.06

Low:

2.44

Details

P/E Ratio

30.44

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

155.8

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.93

High:

AAPL

41.97

Low:

HPQ

-153.8

Details

Price/Sales

4.3

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.43

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.29

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

Monthly Performance

Portfolio of montana063 on eToro

montana063

🇫🇷 Stock Income Investor.

62 copiers.

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

Summary

+1.31%

This Month

+20.6%

Year To Date

+52.99%

2 Years

+21.34%

5 Years

+21.34%

10 Years

+5.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
19.14%
💰 Finance
14.05%
🖥️ Technology Services
11.89%
🛍️ Retail Trade
7.42%
🍞 Consumer Non Durables
7.25%
🧬 Health Technology
6.98%
📡 Communications
5.34%
🏭 Industrial Services
4.91%
🧩 Miscellaneous
4.35%
🚗 Consumer Durables
4.24%
🚚 Transportation
3.99%
🛠️ Producer Manufacturing
3.39%
💇‍♀️ Consumer Services
2.89%
⛏️ Energy Minerals
2.76%
📊 ETFs
1.26%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55.08%
🇺🇸 Nasdaq
29.65%
🇫🇷 Euronext Paris
6%
🇩🇪 FRA
3.53%
🇬🇧 LSE
2.29%
🇨🇭 SIX
1.9%
🇭🇰 Hong Kong Exchanges
1.42%

Countries Breakdown

Country
Total

🇺🇸 United States
74.41%
🇫🇷 France
6%
🇨🇭 Switzerland
3.68%
🇩🇪 Germany
3.53%
🇨🇦 Canada
2.92%
🇬🇧 United Kingdom
2.19%
🇨🇳 China
1.42%
🇳🇱 Netherlands
0.11%

Dividends

Dividend Yield

2.73%

42 out of 48 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.25%	6.29%	$6.5
PFE	0.18%	6.88%	$1.66
HPQ	0.18%	4.4%	$1.1
T.US	0.15%	4.77%	$1.11
VOW3.DE	0.14%	7.04%	$9.06
O	0.14%	5.07%	$3.09
MAIN	0.14%	5.7%	$2.85
VZ	0.14%	5.97%	$2.66
TTE.PA	0.12%	4.45%	$3.06
PBA	0.12%	4.2%	$1.99
MRK	0.11%	2.58%	$3.04
F	0.09%	4.09%	$0.78
DG.PA	0.08%	4.08%	$4.5
ULVR.L	0.08%	3.57%	$1.47
CVS	0.07%	2.55%	$2.54
PEP	0.06%	4.12%	$5.15
PG	0.05%	2.95%	$3.83
LMT	0.05%	2.34%	$12.45
HD	0.05%	2.79%	$8.52
INTU	0.05%	1.52%	$3.6
MCD	0.04%	2.72%	$6.53
QCOM	0.04%	2.43%	$3.25
KO	0.04%	2.37%	$1.89
SBUX	0.03%	2.35%	$2.24
BLK	0.03%	2.01%	$20.2
SIE.DE	0.03%	1.89%	$4.7
SPY	0.03%	0.99%	-
C	0.03%	1.81%	$2.12
BAC	0.03%	1.81%	$0.96
GRMN	0.03%	1.43%	$3.71
JPM	0.02%	1.71%	$4.4
LR.PA	0.02%	1.81%	$2.09
ABBN.ZU	0.02%	1.18%	$0.87
GS	0.02%	1.67%	$11
0700.HK	0.02%	1.12%	$3.4
V	0.01%	0.71%	$2.01
WMT	0.01%	0.89%	$0.81
AVGO	0.01%	0.65%	$19.7
QQQ	0.01%	0.41%	-
AAPL	0.01%	0.34%	$0.97
GOOG	0%	0.24%	$0.2
NVDA	0%	0.14%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
WMT	Ex-Dividend	Aug 21, 2026	$0.25
WMT	Pay Day	Sep 8, 2026	$0.25

Performance Metrics

Score 2.5/10

Beta

0.91

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-9.46

-10

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

0.12

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Beta

0.91

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-9.46

-10

4.5

Omega Ratio

0.55

1.5

2.5

Treynor Ratio

0.12

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.44

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

155.8

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.93

High:

AAPL

41.97

Low:

HPQ

-153.8

Details

Price/Sales

4.3

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.43

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.29

High:

SBUX

1,256.06

Low:

2.44

Details

P/E Ratio

30.44

High:

AMD

183.1

Low:

INTC

-175.38

Details

PEG Ratio

155.8

High:

JPM

653.32

Low:

INTC

-203.76

Details

Price/Book

6.93

High:

AAPL

41.97

Low:

HPQ

-153.8

Details

Price/Sales

4.3

High:

AVGO

25.84

Low:

VOW3.DE

0.11

Details

Price/CF

17.43

High:

AVGO

61.1

Low:

2.27

Details

Price/FCF

33.29

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