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

+0.47%

This Month

-0.32%

Year To Date

+12.61%

2 Years

+27.74%

5 Years

+27.74%

10 Years

+9.03%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
20.63%
🖥️ Technology Services
16.83%
🧩 Miscellaneous
14.17%
💻 Electronic Technology
13.27%
💰 Finance
11.61%
🍞 Consumer Non Durables
5.33%
🧬 Health Technology
4.69%
⛏️ Energy Minerals
3.5%
❓ Other
2.94%
🪨 Non Energy Minerals
2.26%
🛠️ Producer Manufacturing
1.88%
💼 Commercial Services
1.16%
🏭 Industrial Services
0.96%
🏥 Health Services
0.87%
🛍️ Retail Trade
0.53%
📊 ETFs
0.46%
💇‍♀️ Consumer Services
0.42%
📡 Communications
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.54%
🇺🇸 Nasdaq
34.96%
🇺🇸 Chicago Board Options Exchange
0.46%

Countries Breakdown

Country
Total

🇺🇸 United States
56.79%
🇩🇰 Denmark
4.69%
🇨🇭 Switzerland
1.64%
🇮🇪 Ireland
0.14%
🇧🇷 Brazil
0.13%

Dividends

Dividend Yield

0.85%

27 out of 42 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ET (6.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.14%	0.99%	-
NVO	0.12%	2.49%	$0.98
KO	0.09%	2.53%	$1.89
BAC	0.07%	1.83%	$0.96
CVX.US	0.07%	3.63%	$6.28
ET	0.06%	6.59%	$1.25
KHC	0.06%	6.2%	$1.6
AXP	0.05%	1.02%	$2.6
MSFT	0.03%	0.91%	$3
AAPL	0.03%	0.32%	$0.97
OXY	0.03%	1.74%	$0.8
GOOG	0.02%	0.24%	$0.2
C	0.01%	1.8%	$2.12
CB	0.01%	1.14%	$3.49
SIRI	0.01%	3.57%	$0.1
MCO	0.01%	0.82%	$3.24
KR	0.01%	2.5%	$1.16
LXP	0%	4.54%	$0.51
VRSN	0%	1.21%	-
ALLY	0%	2.7%	$1.2
COF	0%	1.46%	$2.4
V	0%	0.73%	$2.01
TMUS	0%	2.15%	$1.95
MA	0%	0.63%	$2.46
NVDA	0%	0.14%	$0.02
AON	0%	0.87%	$2.52
DPZ	0%	2.29%	$5.44

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.83

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-8.26

-9

4.5

Omega Ratio

0.33

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-1.34

-2

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-8.26

-9

4.5

Omega Ratio

0.33

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-1.34

-2

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.24

High:

COF

71.04

Low:

TTWO

-150.64

Details

PEG Ratio

93.12

High:

DVA

801.79

Low:

TTWO

-160.87

Details

Price/Book

11.57

High:

69.54

Low:

LLYVK

-29.89

Details

Price/Sales

8.91

High:

ACHR

2,131.04

Low:

LLYVK

Details

Price/CF

20.79

High:

TTWO

58.62

Low:

CHTR

1.7

Details

Price/FCF

38.82

High:

LXP

4,892.04

Low:

COF

4.5

Details

P/E Ratio

30.24

High:

COF

71.04

Low:

TTWO

-150.64

Details

PEG Ratio

93.12

High:

DVA

801.79

Low:

TTWO

-160.87

Details

Price/Book

11.57

High:

69.54

Low:

LLYVK

-29.89

Details

Worst Drawdowns

Depth	Start	End	Total months
-11.31%	Aug 2023	May 2024	9
-10.18%	Dec 2024	Aug 2025	8
-7.73%	Dec 2025	Apr 2026	4
-4.22%	Jun 2026	-	2
-1.21%	May 2023	Jun 2023	1
-1%	Oct 2024	Nov 2024	1

Monthly Performance

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

+0.47%

This Month

-0.32%

Year To Date

+12.61%

2 Years

+27.74%

5 Years

+27.74%

10 Years

+9.03%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
20.63%
🖥️ Technology Services
16.83%
🧩 Miscellaneous
14.17%
💻 Electronic Technology
13.27%
💰 Finance
11.61%
🍞 Consumer Non Durables
5.33%
🧬 Health Technology
4.69%
⛏️ Energy Minerals
3.5%
❓ Other
2.94%
🪨 Non Energy Minerals
2.26%
🛠️ Producer Manufacturing
1.88%
💼 Commercial Services
1.16%
🏭 Industrial Services
0.96%
🏥 Health Services
0.87%
🛍️ Retail Trade
0.53%
📊 ETFs
0.46%
💇‍♀️ Consumer Services
0.42%
📡 Communications
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.54%
🇺🇸 Nasdaq
34.96%
🇺🇸 Chicago Board Options Exchange
0.46%

Countries Breakdown

Country
Total

🇺🇸 United States
56.79%
🇩🇰 Denmark
4.69%
🇨🇭 Switzerland
1.64%
🇮🇪 Ireland
0.14%
🇧🇷 Brazil
0.13%

Dividends

Dividend Yield

0.85%

27 out of 42 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ET (6.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.14%	0.99%	-
NVO	0.12%	2.49%	$0.98
KO	0.09%	2.53%	$1.89
BAC	0.07%	1.83%	$0.96
CVX.US	0.07%	3.63%	$6.28
ET	0.06%	6.59%	$1.25
KHC	0.06%	6.2%	$1.6
AXP	0.05%	1.02%	$2.6
MSFT	0.03%	0.91%	$3
AAPL	0.03%	0.32%	$0.97
OXY	0.03%	1.74%	$0.8
GOOG	0.02%	0.24%	$0.2
C	0.01%	1.8%	$2.12
CB	0.01%	1.14%	$3.49
SIRI	0.01%	3.57%	$0.1
MCO	0.01%	0.82%	$3.24
KR	0.01%	2.5%	$1.16
LXP	0%	4.54%	$0.51
VRSN	0%	1.21%	-
ALLY	0%	2.7%	$1.2
COF	0%	1.46%	$2.4
V	0%	0.73%	$2.01
TMUS	0%	2.15%	$1.95
MA	0%	0.63%	$2.46
NVDA	0%	0.14%	$0.02
AON	0%	0.87%	$2.52
DPZ	0%	2.29%	$5.44

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.83

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-8.26

-9

4.5

Omega Ratio

0.33

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-1.34

-2

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-8.26

-9

4.5

Omega Ratio

0.33

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-1.34

-2

0.3

0.6

Calmar Ratio

Low:

LLYVK

-29.89

Details

11.57

High:

69.54

Low:

LLYVK

-29.89

Details

Worst Drawdowns

Depth	Start	End	Total months
-11.31%	Aug 2023	May 2024	9
-10.18%	Dec 2024	Aug 2025	8
-7.73%	Dec 2025	Apr 2026	4
-4.22%	Jun 2026	-	2
-1.21%	May 2023	Jun 2023	1
-1%	Oct 2024	Nov 2024	1