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

-3.12%

This Month

+0.36%

Year To Date

+15.81%

2 Years

+28.6%

5 Years

+28.6%

10 Years

+9.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
24.84%
🖥️ Technology Services
17.48%
🧩 Miscellaneous
13.92%
💻 Electronic Technology
13.17%
💰 Finance
9.89%
🍞 Consumer Non Durables
4.91%
🧬 Health Technology
3.93%
🪨 Non Energy Minerals
3.68%
🛠️ Producer Manufacturing
3.52%
⛏️ Energy Minerals
3.39%
💼 Commercial Services
1.02%
🏭 Industrial Services
0.9%
🏥 Health Services
0.66%
🛍️ Retail Trade
0.53%
📊 ETFs
0.44%
💇‍♀️ Consumer Services
0.39%
📡 Communications
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.53%
🇺🇸 Nasdaq
33.94%
🇺🇸 Chicago Board Options Exchange
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
57.89%
🇩🇰 Denmark
3.93%
🇨🇭 Switzerland
1.51%
🇮🇪 Ireland
0.12%
🇧🇷 Brazil
0.1%

Dividends

Dividend Yield

0.82%

27 out of 41 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $KHC (7.21%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.14%	0.98%	-
NVO	0.11%	2.81%	$0.98
KO	0.09%	2.7%	$1.89
BAC	0.07%	2.11%	$0.96
CVX.US	0.07%	3.7%	$6.28
ET	0.06%	6.8%	$1.25
KHC	0.06%	7.21%	$1.6
AXP	0.05%	1.09%	$2.6
MSFT	0.03%	0.83%	$3
AAPL	0.03%	0.34%	$0.97
OXY	0.02%	1.7%	$0.8
GOOG	0.02%	0.23%	$0.2
C	0.01%	1.77%	$2.12
SIRI	0.01%	3.89%	$0.1
CB	0.01%	1.26%	$3.49
MCO	0.01%	0.89%	$3.24
KR	0.01%	2.26%	$1.16
LXP	0%	5.32%	$0.51
VRSN	0%	1.1%	-
ALLY	0%	2.83%	$1.2
COF	0%	1.66%	$2.4
V	0%	0.81%	$2.01
TMUS	0%	2.22%	$1.95
NVDA	0%	0.13%	$0.02
MA	0%	0.68%	$2.46
AON	0%	0.95%	$2.52
DPZ	0%	2.43%	$5.44

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
CVX.US	Pay Day	Jun 10, 2026	$1.78
OXY	Ex-Dividend	Jun 10, 2026	$0.26
MSFT	Pay Day	Jun 11, 2026	$0.91
TMUS	Pay Day	Jun 11, 2026	$1.02
CB	Ex-Dividend	Jun 12, 2026	$1.02
GOOG	Pay Day	Jun 15, 2026	$0.22
KO	Ex-Dividend	Jun 15, 2026	$0.53
DPZ	Ex-Dividend	Jun 15, 2026	$1.99
BAC	Pay Day	Jun 26, 2026	$0.28
NVDA	Pay Day	Jun 26, 2026	$0.25
KHC	Pay Day	Jun 26, 2026	$0.40
DPZ	Pay Day	Jun 30, 2026	$1.99
KO	Pay Day	Jul 1, 2026	$0.53
CB	Pay Day	Jul 2, 2026	$1.02
OXY	Pay Day	Jul 15, 2026	$0.26

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

30.26

High:

OXY

66.96

Low:

TTWO

-134.2

Details

PEG Ratio

81.92

High:

DVA

661.88

Low:

TTWO

-143.31

Details

Price/Book

11.59

High:

63.6

Low:

LLYVK

-26.51

Details

Price/Sales

9.06

High:

ACHR

2,575

Low:

LLYVK

Details

Price/CF

20.84

High:

TTWO

58.62

Low:

CHTR

1.7

Details

Price/FCF

40.88

High:

LXP

4,892.04

Low:

COF

4.5

Details

P/E Ratio

30.26

High:

OXY

66.96

Low:

TTWO

-134.2

Details

PEG Ratio

81.92

High:

DVA

661.88

Low:

TTWO

-143.31

Details

Price/Book

11.59

High:

63.6

Low:

LLYVK

-26.51

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
-3.12%	Jun 2026	-	1
-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

-3.12%

This Month

+0.36%

Year To Date

+15.81%

2 Years

+28.6%

5 Years

+28.6%

10 Years

+9.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
24.84%
🖥️ Technology Services
17.48%
🧩 Miscellaneous
13.92%
💻 Electronic Technology
13.17%
💰 Finance
9.89%
🍞 Consumer Non Durables
4.91%
🧬 Health Technology
3.93%
🪨 Non Energy Minerals
3.68%
🛠️ Producer Manufacturing
3.52%
⛏️ Energy Minerals
3.39%
💼 Commercial Services
1.02%
🏭 Industrial Services
0.9%
🏥 Health Services
0.66%
🛍️ Retail Trade
0.53%
📊 ETFs
0.44%
💇‍♀️ Consumer Services
0.39%
📡 Communications
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.53%
🇺🇸 Nasdaq
33.94%
🇺🇸 Chicago Board Options Exchange
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
57.89%
🇩🇰 Denmark
3.93%
🇨🇭 Switzerland
1.51%
🇮🇪 Ireland
0.12%
🇧🇷 Brazil
0.1%

Dividends

Dividend Yield

0.82%

27 out of 41 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $KHC (7.21%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.14%	0.98%	-
NVO	0.11%	2.81%	$0.98
KO	0.09%	2.7%	$1.89
BAC	0.07%	2.11%	$0.96
CVX.US	0.07%	3.7%	$6.28
ET	0.06%	6.8%	$1.25
KHC	0.06%	7.21%	$1.6
AXP	0.05%	1.09%	$2.6
MSFT	0.03%	0.83%	$3
AAPL	0.03%	0.34%	$0.97
OXY	0.02%	1.7%	$0.8
GOOG	0.02%	0.23%	$0.2
C	0.01%	1.77%	$2.12
SIRI	0.01%	3.89%	$0.1
CB	0.01%	1.26%	$3.49
MCO	0.01%	0.89%	$3.24
KR	0.01%	2.26%	$1.16
LXP	0%	5.32%	$0.51
VRSN	0%	1.1%	-
ALLY	0%	2.83%	$1.2
COF	0%	1.66%	$2.4
V	0%	0.81%	$2.01
TMUS	0%	2.22%	$1.95
NVDA	0%	0.13%	$0.02
MA	0%	0.68%	$2.46
AON	0%	0.95%	$2.52
DPZ	0%	2.43%	$5.44

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
CVX.US	Pay Day	Jun 10, 2026	$1.78
OXY	Ex-Dividend	Jun 10, 2026	$0.26
MSFT	Pay Day	Jun 11, 2026	$0.91
TMUS	Pay Day	Jun 11, 2026	$1.02
CB	Ex-Dividend	Jun 12, 2026	$1.02
GOOG	Pay Day	Jun 15, 2026	$0.22
KO	Ex-Dividend	Jun 15, 2026	$0.53
DPZ	Ex-Dividend	Jun 15, 2026	$1.99
BAC	Pay Day	Jun 26, 2026	$0.28
NVDA	Pay Day	Jun 26, 2026	$0.25
KHC	Pay Day	Jun 26, 2026	$0.40
DPZ	Pay Day	Jun 30, 2026	$1.99
KO	Pay Day	Jul 1, 2026	$0.53
CB	Pay Day	Jul 2, 2026	$1.02
OXY	Pay Day	Jul 15, 2026	$0.26

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

-26.51

Details

11.59

High:

63.6

Low:

LLYVK

-26.51

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
-3.12%	Jun 2026	-	1
-1.21%	May 2023	Jun 2023	1
-1%	Oct 2024	Nov 2024	1