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

+6.97%

This Month

-0.62%

Year To Date

+27%

2 Years

+27.36%

5 Years

+27.36%

10 Years

+9.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
24.79%
🖥️ Technology Services
18.21%
🧩 Miscellaneous
13.57%
💻 Electronic Technology
12%
💰 Finance
10.89%
🍞 Consumer Non Durables
4.94%
🧬 Health Technology
3.87%
🪨 Non Energy Minerals
3.75%
⛏️ Energy Minerals
3.34%
🛠️ Producer Manufacturing
2.38%
💼 Commercial Services
1.1%
🏭 Industrial Services
0.9%
🛍️ Retail Trade
0.59%
🏥 Health Services
0.55%
📊 ETFs
0.49%
💇‍♀️ Consumer Services
0.41%
📡 Communications
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
44.11%
🇺🇸 Nasdaq
32.45%
🇺🇸 Chicago Board Options Exchange
0.49%

Countries Breakdown

Country
Total

🇺🇸 United States
57.25%
🇩🇰 Denmark
3.87%
🇨🇭 Switzerland
1.6%
🇰🇾 Cayman Islands
0.14%
🇮🇪 Ireland
0.13%

Dividends

Dividend Yield

0.85%

27 out of 41 instruments pay dividend.

5 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%	1.04%	-
NVO	0.12%	3.04%	$0.98
KO	0.09%	2.73%	$1.89
CVX	0.07%	3.77%	$6.28
BAC	0.07%	2.04%	$0.96
ET	0.06%	7%	$1.25
KHC	0.06%	7.21%	$1.6
AXP	0.05%	1.03%	$2.6
MSFT	0.03%	0.85%	$3
AAPL	0.03%	0.38%	$0.97
OXY	0.02%	1.8%	$0.8
GOOG	0.02%	0.25%	$0.2
C	0.01%	1.77%	$2.12
CB	0.01%	1.18%	$3.49
SIRI	0.01%	3.97%	$0.1
MCO	0.01%	0.86%	$3.24
KR	0.01%	2.07%	$1.16
LXP	0%	5.31%	$0.51
VRSN	0%	1.13%	-
ALLY	0%	2.59%	$1.2
COF	0%	1.36%	$2.4
V	0%	0.8%	$2.01
TMUS	0%	1.99%	$1.95
MA	0%	0.63%	$2.46
AON	0%	0.91%	$2.52
DPZ	0%	1.95%	$5.44
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ALLY	Ex-Dividend	May 1, 2026	$0.30
AON	Ex-Dividend	May 1, 2026	$0.82
C	Ex-Dividend	May 4, 2026	$0.60
AXP	Pay Day	May 8, 2026	$0.95
MA	Pay Day	May 8, 2026	$0.87
KR	Ex-Dividend	May 15, 2026	$0.35
ALLY	Pay Day	May 15, 2026	$0.30
AON	Pay Day	May 15, 2026	$0.82
MSFT	Ex-Dividend	May 21, 2026	$0.91
C	Pay Day	May 22, 2026	$0.60
TMUS	Ex-Dividend	May 29, 2026	$1.02
KR	Pay Day	Jun 1, 2026	$0.35
MSFT	Pay Day	Jun 11, 2026	$0.91
TMUS	Pay Day	Jun 11, 2026	$1.02

Performance Metrics

Score 2.8/10

Beta

0.8

1.2

Sharpe Ratio

0.15

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-8.31

-9

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

0.2

0.75

1.25

Information Ratio

-1.31

-2

0.3

0.6

Calmar Ratio

0.51

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.15

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-8.31

-9

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

0.2

0.75

1.25

Information Ratio

-1.31

-2

0.3

0.6

Calmar Ratio

0.51

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.64

High:

COF

70.01

Low:

UAMY

-304.87

Details

PEG Ratio

121.92

High:

TMUS

6,932.47

Low:

ACHR

-19.93

Details

Price/Book

11.18

High:

60.24

Low:

LLYVK

-17.36

Details

Price/Sales

8.51

High:

ACHR

14,550.69

Low:

LLYVK

Details

Price/CF

24.4

High:

TTWO

70.92

Low:

CHTR

1.67

Details

Price/FCF

46.32

High:

LXP

640.04

Low:

CHTR

6.09

Details

P/E Ratio

30.64

High:

COF

70.01

Low:

UAMY

-304.87

Details

PEG Ratio

121.92

High:

TMUS

6,932.47

Low:

ACHR

-19.93

Details

Price/Book

11.18

High:

60.24

Low:

LLYVK

-17.36

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	-	5
-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

+6.97%

This Month

-0.62%

Year To Date

+27%

2 Years

+27.36%

5 Years

+27.36%

10 Years

+9.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
24.79%
🖥️ Technology Services
18.21%
🧩 Miscellaneous
13.57%
💻 Electronic Technology
12%
💰 Finance
10.89%
🍞 Consumer Non Durables
4.94%
🧬 Health Technology
3.87%
🪨 Non Energy Minerals
3.75%
⛏️ Energy Minerals
3.34%
🛠️ Producer Manufacturing
2.38%
💼 Commercial Services
1.1%
🏭 Industrial Services
0.9%
🛍️ Retail Trade
0.59%
🏥 Health Services
0.55%
📊 ETFs
0.49%
💇‍♀️ Consumer Services
0.41%
📡 Communications
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
44.11%
🇺🇸 Nasdaq
32.45%
🇺🇸 Chicago Board Options Exchange
0.49%

Countries Breakdown

Country
Total

🇺🇸 United States
57.25%
🇩🇰 Denmark
3.87%
🇨🇭 Switzerland
1.6%
🇰🇾 Cayman Islands
0.14%
🇮🇪 Ireland
0.13%

Dividends

Dividend Yield

0.85%

27 out of 41 instruments pay dividend.

5 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%	1.04%	-
NVO	0.12%	3.04%	$0.98
KO	0.09%	2.73%	$1.89
CVX	0.07%	3.77%	$6.28
BAC	0.07%	2.04%	$0.96
ET	0.06%	7%	$1.25
KHC	0.06%	7.21%	$1.6
AXP	0.05%	1.03%	$2.6
MSFT	0.03%	0.85%	$3
AAPL	0.03%	0.38%	$0.97
OXY	0.02%	1.8%	$0.8
GOOG	0.02%	0.25%	$0.2
C	0.01%	1.77%	$2.12
CB	0.01%	1.18%	$3.49
SIRI	0.01%	3.97%	$0.1
MCO	0.01%	0.86%	$3.24
KR	0.01%	2.07%	$1.16
LXP	0%	5.31%	$0.51
VRSN	0%	1.13%	-
ALLY	0%	2.59%	$1.2
COF	0%	1.36%	$2.4
V	0%	0.8%	$2.01
TMUS	0%	1.99%	$1.95
MA	0%	0.63%	$2.46
AON	0%	0.91%	$2.52
DPZ	0%	1.95%	$5.44
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ALLY	Ex-Dividend	May 1, 2026	$0.30
AON	Ex-Dividend	May 1, 2026	$0.82
C	Ex-Dividend	May 4, 2026	$0.60
AXP	Pay Day	May 8, 2026	$0.95
MA	Pay Day	May 8, 2026	$0.87
KR	Ex-Dividend	May 15, 2026	$0.35
ALLY	Pay Day	May 15, 2026	$0.30
AON	Pay Day	May 15, 2026	$0.82
MSFT	Ex-Dividend	May 21, 2026	$0.91
C	Pay Day	May 22, 2026	$0.60
TMUS	Ex-Dividend	May 29, 2026	$1.02
KR	Pay Day	Jun 1, 2026	$0.35
MSFT	Pay Day	Jun 11, 2026	$0.91
TMUS	Pay Day	Jun 11, 2026	$1.02

Performance Metrics

Score 2.8/10

Beta

0.8

1.2

Sharpe Ratio

0.15

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-8.31

-9

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

0.2

0.75

1.25

Information Ratio

-1.31

-2

0.3

0.6

Calmar Ratio

0.51

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.15

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-8.31

-9

4.5

Omega Ratio

0.34

1.5

2.5

Treynor Ratio

0.2

0.75

1.25

Information Ratio

-1.31

-2

0.3

0.6

Calmar Ratio

Low:

LLYVK

-17.36

Details

11.18

High:

60.24

Low:

LLYVK

-17.36

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	-	5
-1.21%	May 2023	Jun 2023	1
-1%	Oct 2024	Nov 2024	1