Portfolio of monte98 on eToro

monte98

🇨🇭 Stock 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

Today

-7.26%

This Month

-13.58%

Year To Date

+4.29%

2 Years

-0.7%

5 Years

-0.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.98%
🖥️ Technology Services
16.92%
💰 Finance
16.1%
💻 Electronic Technology
14.68%
🧬 Health Technology
11.84%
🍞 Consumer Non Durables
8.69%
⛏️ Energy Minerals
4.94%
💼 Commercial Services
2.04%
🛍️ Retail Trade
1.05%
🏥 Health Services
1.03%
💇‍♀️ Consumer Services
0.85%
💵 Cash
0.61%
📡 Communications
0.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.93%
🇺🇸 Nasdaq
34.41%
🇺🇸 Chicago Board Options Exchange
0.99%

Countries Breakdown

Country
Total

🇺🇸 United States
65.3%
🇩🇰 Denmark
11.04%
🇨🇭 Switzerland
1.53%
🇮🇪 Ireland
0.29%
🇰🇾 Cayman Islands
0.2%

Dividends

Dividend Yield

1.47%

26 out of 38 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $LXP (6.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.26%	1.28%	-
NVO	0.22%	2.03%	$0.98
KO	0.18%	2.69%	$1.89
CVX	0.14%	4.79%	$6.28
BAC	0.14%	2.73%	$0.96
KHC	0.12%	5.43%	$1.6
AXP	0.08%	1.16%	$2.6
MSFT	0.06%	0.88%	$3
AAPL	0.06%	0.51%	$0.97
OXY	0.05%	2.27%	$0.8
GOOG	0.04%	0.52%	$0.2
CB	0.03%	1.68%	$3.49
C	0.02%	3.54%	$2.12
SIRI	0.02%	5.3%	$0.1
MCO	0.02%	0.82%	$3.24
KR	0.01%	1.8%	$1.16
LXP	0.01%	6.83%	$0.51
INDA	0.01%	0.78%	-
ALLY	0.01%	3.79%	$1.2
COF	0%	1.47%	$2.4
V	0%	0.67%	$2.01
TMUS	0%	1.26%	$1.95
MA	0%	0.55%	$2.46
AON	0%	0.75%	$2.52
DPZ	0%	1.34%	$5.44
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ALLY	Ex-Dividend	May 1, 2025	$0.30
AON	Ex-Dividend	May 1, 2025	$0.74
C	Ex-Dividend	May 5, 2025	$0.56
AXP	Pay Day	May 9, 2025	$0.82
MA	Pay Day	May 9, 2025	$0.76
SIRI	Ex-Dividend	May 9, 2025	$0.27
MSFT	Ex-Dividend	May 15, 2025	$0.83
KR	Ex-Dividend	May 15, 2025	$0.32
ALLY	Pay Day	May 15, 2025	$0.30
AON	Pay Day	May 15, 2025	$0.74
C	Pay Day	May 23, 2025	$0.56
SIRI	Pay Day	May 28, 2025	$0.27
TMUS	Ex-Dividend	May 30, 2025	$0.88
KR	Pay Day	Jun 1, 2025	$0.32
MSFT	Pay Day	Jun 12, 2025	$0.83
TMUS	Pay Day	Jun 12, 2025	$0.88
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 2.2/10

Beta

0.81

0.8

1.2

Sharpe Ratio

-0.05

-1

0.5

1.5

Sortino Ratio

-0.07

-1

Jensen's Alpha

-10.42

-11

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.07

-1

0.75

1.25

Information Ratio

-1.53

-2

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.81

0.8

1.2

Sharpe Ratio

-0.05

-1

0.5

1.5

Sortino Ratio

-0.07

-1

Jensen's Alpha

-10.42

-11

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.07

-1

0.75

1.25

Information Ratio

-1.53

-2

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.31

High:

LXP

59.69

Low:

FWONK

-882.62

Details

PEG Ratio

151.41

High:

VRSN

2,880.5

Low:

LLYVK

-49.26

Details

Price/Book

9.64

High:

DVA

93.11

Low:

-30.99

Details

Price/Sales

6.32

High:

IMNM

54.86

Low:

VSAT

0.24

Details

Price/CF

25.39

High:

TTWO

18,296.3

Low:

VSAT

1.3

Details

Price/FCF

45.31

High:

272.99

Low:

COF

4.33

Details