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

-0.22%

This Month

-1.42%

Year To Date

+12%

2 Years

+26.33%

5 Years

+26.33%

10 Years

+7.87%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
20.82%
🖥️ Technology Services
17.58%
🧩 Miscellaneous
14.85%
💻 Electronic Technology
13.27%
💰 Finance
10.71%
🍞 Consumer Non Durables
5.71%
⛏️ Energy Minerals
4.02%
❓ Other
3.9%
🧬 Health Technology
3.76%
🪨 Non Energy Minerals
1.3%
🛠️ Producer Manufacturing
1.21%
💼 Commercial Services
1.16%
🏭 Industrial Services
0.97%
🏥 Health Services
0.65%
🛍️ Retail Trade
0.58%
📊 ETFs
0.45%
💇‍♀️ Consumer Services
0.38%
📡 Communications
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.9%
🇺🇸 Nasdaq
36.21%
🇺🇸 Chicago Board Options Exchange
0.45%

Countries Breakdown

Country
Total

🇺🇸 United States
55.74%
🇩🇰 Denmark
3.76%
🇨🇭 Switzerland
1.62%
🇧🇷 Brazil
0.14%
🇮🇪 Ireland
0.12%

Dividends

Dividend Yield

0.79%

27 out of 42 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $KHC (6.8%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.14%	0.95%	-
KO	0.09%	2.26%	$1.89
BAC	0.08%	2.28%	$0.96
CVX.US	0.08%	3.11%	$6.28
ET	0.06%	6.68%	$1.25
KHC	0.06%	6.8%	$1.6
AXP	0.05%	1.14%	$2.6
NVO	0.04%	1.04%	$0.98
MSFT	0.04%	0.7%	$3
AAPL	0.03%	0.31%	$0.97
OXY	0.03%	1.66%	$0.8
GOOG	0.02%	0.26%	$0.2
C	0.01%	2.01%	$2.12
CB	0.01%	1.13%	$3.49
SIRI	0.01%	4.01%	$0.1
MCO	0.01%	0.85%	$3.24
KR	0.01%	2.31%	$1.16
LXP	0%	4.54%	$0.51
VRSN	0%	1.05%	-
ALLY	0%	3.23%	$1.2
COF	0%	1.58%	$2.4
NVDA	0%	0.23%	$0.02
V	0%	0.66%	$2.01
TMUS	0%	2.75%	$1.95
MA	0%	0.56%	$2.46
AON	0%	1.08%	$2.52
DPZ	0%	2.49%	$5.44

Next Dividends

Stock	Type	Date	Pay Per Share
ALLY	Ex-Dividend	Oct 31, 2026	$0.30
C	Ex-Dividend	Nov 3, 2026	$0.60
AON	Ex-Dividend	Nov 3, 2026	$0.82
ET	Ex-Dividend	Nov 7, 2026	$0.34
MA	Pay Day	Nov 9, 2026	$0.87
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
AXP	Pay Day	Nov 10, 2026	$0.95
SIRI	Ex-Dividend	Nov 10, 2026	$0.27
V	Ex-Dividend	Nov 11, 2026	$0.67
KR	Ex-Dividend	Nov 14, 2026	$0.35
MCO	Ex-Dividend	Nov 14, 2026	$1.03
COF	Ex-Dividend	Nov 17, 2026	$0.80
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
VRSN	Ex-Dividend	Nov 19, 2026	$0.81
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
TMUS	Ex-Dividend	Nov 28, 2026	$1.02
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
KHC	Ex-Dividend	Dec 4, 2026	$0.40
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
OXY	Ex-Dividend	Dec 10, 2026	$0.26
CB	Ex-Dividend	Dec 11, 2026	$1.02
KO	Ex-Dividend	Dec 15, 2026	$0.53
DPZ	Ex-Dividend	Dec 15, 2026	$1.99
LXP	Ex-Dividend	Dec 30, 2026	$0.70
AXP	Ex-Dividend	Jan 9, 2027	$0.95
MA	Ex-Dividend	Jan 9, 2027	$0.87
NVO	Ex-Dividend	Feb 17, 2027	$1.22

Performance Metrics

Score 3.3/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.63

-9

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-1.42

-2

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.63

-9

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-1.42

-2

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.1

High:

LXP

61.45

Low:

TTWO

-117.48

Details

PEG Ratio

0.81

High:

DPZ

7.92

Low:

COF

0.02

Details

Price/Book

10.88

High:

88.35

Low:

LLYVK

-14.54

Details

Price/Sales

9.16

High:

ACHR

438.43

Low:

LLYVK

Details

Price/CF

21.69

High:

TTWO

93.06

Low:

CHTR

1.05

Details

Price/FCF

43.94

High:

AMZN

325.85

Low:

CHTR

3.96

Details

P/E Ratio

26.1

High:

LXP

61.45

Low:

TTWO

-117.48

Details

PEG Ratio

0.81

High:

DPZ

7.92

Low:

COF

0.02

Details

Price/Book

10.88

High:

88.35

Low:

LLYVK

-14.54

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
-4.84%	Jun 2026	-	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

-0.22%

This Month

-1.42%

Year To Date

+12%

2 Years

+26.33%

5 Years

+26.33%

10 Years

+7.87%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
20.82%
🖥️ Technology Services
17.58%
🧩 Miscellaneous
14.85%
💻 Electronic Technology
13.27%
💰 Finance
10.71%
🍞 Consumer Non Durables
5.71%
⛏️ Energy Minerals
4.02%
❓ Other
3.9%
🧬 Health Technology
3.76%
🪨 Non Energy Minerals
1.3%
🛠️ Producer Manufacturing
1.21%
💼 Commercial Services
1.16%
🏭 Industrial Services
0.97%
🏥 Health Services
0.65%
🛍️ Retail Trade
0.58%
📊 ETFs
0.45%
💇‍♀️ Consumer Services
0.38%
📡 Communications
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.9%
🇺🇸 Nasdaq
36.21%
🇺🇸 Chicago Board Options Exchange
0.45%

Countries Breakdown

Country
Total

🇺🇸 United States
55.74%
🇩🇰 Denmark
3.76%
🇨🇭 Switzerland
1.62%
🇧🇷 Brazil
0.14%
🇮🇪 Ireland
0.12%

Dividends

Dividend Yield

0.79%

27 out of 42 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $KHC (6.8%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.14%	0.95%	-
KO	0.09%	2.26%	$1.89
BAC	0.08%	2.28%	$0.96
CVX.US	0.08%	3.11%	$6.28
ET	0.06%	6.68%	$1.25
KHC	0.06%	6.8%	$1.6
AXP	0.05%	1.14%	$2.6
NVO	0.04%	1.04%	$0.98
MSFT	0.04%	0.7%	$3
AAPL	0.03%	0.31%	$0.97
OXY	0.03%	1.66%	$0.8
GOOG	0.02%	0.26%	$0.2
C	0.01%	2.01%	$2.12
CB	0.01%	1.13%	$3.49
SIRI	0.01%	4.01%	$0.1
MCO	0.01%	0.85%	$3.24
KR	0.01%	2.31%	$1.16
LXP	0%	4.54%	$0.51
VRSN	0%	1.05%	-
ALLY	0%	3.23%	$1.2
COF	0%	1.58%	$2.4
NVDA	0%	0.23%	$0.02
V	0%	0.66%	$2.01
TMUS	0%	2.75%	$1.95
MA	0%	0.56%	$2.46
AON	0%	1.08%	$2.52
DPZ	0%	2.49%	$5.44

Next Dividends

Stock	Type	Date	Pay Per Share
ALLY	Ex-Dividend	Oct 31, 2026	$0.30
C	Ex-Dividend	Nov 3, 2026	$0.60
AON	Ex-Dividend	Nov 3, 2026	$0.82
ET	Ex-Dividend	Nov 7, 2026	$0.34
MA	Pay Day	Nov 9, 2026	$0.87
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
AXP	Pay Day	Nov 10, 2026	$0.95
SIRI	Ex-Dividend	Nov 10, 2026	$0.27
V	Ex-Dividend	Nov 11, 2026	$0.67
KR	Ex-Dividend	Nov 14, 2026	$0.35
MCO	Ex-Dividend	Nov 14, 2026	$1.03
COF	Ex-Dividend	Nov 17, 2026	$0.80
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
VRSN	Ex-Dividend	Nov 19, 2026	$0.81
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
TMUS	Ex-Dividend	Nov 28, 2026	$1.02
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
KHC	Ex-Dividend	Dec 4, 2026	$0.40
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
OXY	Ex-Dividend	Dec 10, 2026	$0.26
CB	Ex-Dividend	Dec 11, 2026	$1.02
KO	Ex-Dividend	Dec 15, 2026	$0.53
DPZ	Ex-Dividend	Dec 15, 2026	$1.99
LXP	Ex-Dividend	Dec 30, 2026	$0.70
AXP	Ex-Dividend	Jan 9, 2027	$0.95
MA	Ex-Dividend	Jan 9, 2027	$0.87
NVO	Ex-Dividend	Feb 17, 2027	$1.22

Performance Metrics

Score 3.3/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.63

-9

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-1.42

-2

0.3

0.6

Calmar Ratio

0.7

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-8.63

-9

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-1.42

-2

0.3

0.6

Calmar Ratio

Low:

LLYVK

-14.54

Details

10.88

High:

88.35

Low:

LLYVK

-14.54

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
-4.84%	Jun 2026	-	5
-1.21%	May 2023	Jun 2023	1
-1%	Oct 2024	Nov 2024	1