Portfolio of monte98 on eToro

monte98

🇨🇭 Stock and ETF Investor.

1 copier.

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

Summary

+0.59%

Today

+1.39%

This Month

+1.35%

Year To Date

+14.01%

2 Years

+16.46%

5 Years

+8.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
21.36%
🖥️ Technology Services
18.82%
💰 Finance
16.57%
💻 Electronic Technology
14.76%
🧬 Health Technology
11.26%
🍞 Consumer Non Durables
7.1%
⛏️ Energy Minerals
4.6%
💼 Commercial Services
2.06%
🛍️ Retail Trade
1%
🏥 Health Services
0.88%
💵 Cash
0.86%
💇‍♀️ Consumer Services
0.62%
📡 Communications
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.04%
🇺🇸 Nasdaq
35.26%
🇺🇸 Chicago Board Options Exchange
0.89%

Countries Breakdown

Country
Total

🇺🇸 United States
65.55%
🇩🇰 Denmark
10.59%
🇨🇭 Switzerland
1.26%
🇮🇪 Ireland
0.23%
🇰🇾 Cayman Islands
0.2%

Dividends

Dividend Yield

1.29%

27 out of 38 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $LXP (6.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.25%	1.21%	-
NVO	0.19%	1.77%	$0.98
KO	0.16%	2.9%	$1.89
CVX	0.12%	4.45%	$6.28
BAC	0.12%	2.17%	$0.96
KHC	0.1%	5.58%	$1.6
AXP	0.07%	1%	$2.6
MSFT	0.05%	0.66%	$3
AAPL	0.05%	0.47%	$0.97
OXY	0.04%	2.11%	$0.8
GOOG	0.03%	0.42%	$0.2
C	0.02%	2.42%	$2.12
SIRI	0.02%	4.52%	$0.1
CB	0.02%	1.33%	$3.49
MCO	0.01%	0.72%	$3.24
KR	0.01%	1.8%	$1.16
LXP	0.01%	6.49%	$0.51
INDA	0.01%	0.74%	-
ALLY	0.01%	3.08%	$1.2
COF	0%	1.1%	$2.4
V	0%	0.65%	$2.01
TMUS	0%	1.51%	$1.95
MA	0%	0.53%	$2.46
AON	0%	0.8%	$2.52
VRSN	0%	0.27%	-
DPZ	0%	1.36%	$5.44
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ALLY	Ex-Dividend	Aug 1, 2025	$0.30
AON	Ex-Dividend	Aug 1, 2025	$0.74
C	Ex-Dividend	Aug 4, 2025	$0.60
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
KR	Ex-Dividend	Aug 15, 2025	$0.35
ALLY	Pay Day	Aug 15, 2025	$0.30
AON	Pay Day	Aug 15, 2025	$0.74
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
C	Pay Day	Aug 22, 2025	$0.60
TMUS	Ex-Dividend	Aug 29, 2025	$0.88
KR	Pay Day	Sep 1, 2025	$0.35
MSFT	Pay Day	Sep 11, 2025	$0.83
TMUS	Pay Day	Sep 11, 2025	$0.88
KO	Ex-Dividend	Sep 15, 2025	$0.51
DPZ	Ex-Dividend	Sep 15, 2025	$1.74
DPZ	Pay Day	Sep 30, 2025	$1.74
KO	Pay Day	Oct 1, 2025	$0.51
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 2.7/10

Beta

0.82

0.8

1.2

Sharpe Ratio

0.15

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-10.08

-11

4.5

Omega Ratio

0.25

1.5

2.5

Treynor Ratio

0.2

0.75

1.25

Information Ratio

-1.6

-2

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Beta

0.82

0.8

1.2

Sharpe Ratio

0.15

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-10.08

-11

4.5

Omega Ratio

0.25

1.5

2.5

Treynor Ratio

0.2

0.75

1.25

Information Ratio

-1.6

-2

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.78

High:

NVDA

55.2

Low:

FWONK

-288.74

Details

PEG Ratio

1,217.79

High:

10,007.14

Low:

LLYVK

-58.4

Details

Price/Book

10.89

High:

75.66

Low:

-51.87

Details

Price/Sales

7.66

High:

IMNM

78.55

Low:

0.33

Details

Price/CF

21.17

High:

TTWO

18,296.3

Low:

VSAT

1.49

Details

Price/FCF

39.9

High:

272.99

Low:

COF

3.97

Details