Effective portfolio of vreni-sigrist on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
PGHN.ZU	0.7%	6.39%	$39
BABA	0.06%	0.82%	$0.98
NVO	0.06%	2.81%	$0.98
MSFT	0.04%	0.83%	$3
1398.HK	0.02%	5.13%	$0.33
0939.HK	0.02%	5.03%	$0.43
3988.HK	0.02%	4.79%	$0.26
BNP.PA	0.02%	5.48%	$4.6
3968.HK	0.02%	4.4%	$2.13
1288.HK	0.02%	4.83%	$0.25
3328.HK	0.02%	4.94%	$0.4
ISP.MI	0.02%	6.63%	$0.3
C	0.01%	1.77%	$2.12
BAC	0.01%	2.11%	$0.96
TFC	0.01%	4.24%	$2.08
USB	0.01%	3.78%	$1.94
UCG.MI	0.01%	3.95%	$1.8
BNS	0.01%	4.01%	$3.09
INGA.NV	0.01%	4.05%	$1.11
RY	0.01%	3.26%	$4.03
PNC	0.01%	3.02%	$6.2
MUFG	0.01%	1.97%	$0.23
SMFG	0.01%	2.32%	$0.29
TD	0.01%	2.75%	$2.93
WFC	0.01%	2.22%	$1.4
DBK.DE	0.01%	3.6%	$0.45
GLE.PA	0.01%	2.27%	$0.9
MS	0.01%	1.84%	$3.4
GS	0.01%	1.56%	$11
MFG	0.01%	1.52%	$0.12
JPM	0.01%	1.93%	$4.4
SAN.MC	0.01%	1.8%	$0.14
BARC.L	0.01%	1.87%	$0.08
HDB	0%	1.47%	$0.6
NVTKL.L	0%	109.46%	-
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share
XP	Ex-Dividend	Jun 10, 2026	$0.20
MSFT	Pay Day	Jun 11, 2026	$0.91
BABA	Ex-Dividend	Jun 11, 2026	$1.05
XP	Pay Day	Jun 18, 2026	$0.20
BAC	Pay Day	Jun 26, 2026	$0.28
GS	Pay Day	Jun 29, 2026	$4.50
JPM	Ex-Dividend	Jul 6, 2026	$1.50
BNS	Ex-Dividend	Jul 7, 2026	$0.82
3328.HK	Ex-Dividend	Jul 8, 2026	$0.02
0939.HK	Ex-Dividend	Jul 9, 2026	$0.03
TD	Ex-Dividend	Jul 10, 2026	$0.81
BABA	Pay Day	Jul 13, 2026	$1.05
RY	Ex-Dividend	Jul 27, 2026	$1.27
BNS	Pay Day	Jul 29, 2026	$0.82
JPM	Pay Day	Jul 31, 2026	$1.50
TD	Pay Day	Jul 31, 2026	$0.81
3328.HK	Pay Day	Aug 14, 2026	$0.02
0939.HK	Pay Day	Aug 21, 2026	$0.03
RY	Pay Day	Aug 24, 2026	$1.27

Performance Metrics

Score 3.1/10

Beta

1.21

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.41

Jensen's Alpha

-7.68

-8

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

0.13

0.3

0.6

Beta

1.21

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.41

Jensen's Alpha

-7.68

-8

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

0.13

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.08

High:

TSLA

382.29

Low:

SNOW

-69.48

Details

PEG Ratio

160.45

High:

1398.HK

1,594.09

Low:

SNOW

-422.16

Details

Price/Book

4.97

High:

SNOW

43.63

Low:

SCLX

-0.21

Details

Price/Sales

6.14

High:

SNOW

16.76

Low:

SRNE

0.03

Details

Price/CF

16.87

High:

TSLA

79.58

Low:

GLE.PA

0.69

Details

39.67

High:

BABA

1,196.17

Low:

1.24

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-51.04%	Nov 2021	Aug 2025	45
-16.46%	Oct 2025	-	9
-10.44%	Apr 2021	Aug 2021	4
-4.43%	Sep 2021	Oct 2021	1
-1.74%	Feb 2021	Mar 2021	1

Monthly Performance

vreni-sigrist

🇨🇭 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

-6.75%

This Month

-5.79%

Year To Date

+6.48%

2 Years

+7.89%

5 Years

+39.49%

10 Years

+5.96%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.82%
🖥️ Technology Services
24.7%
🪙 Cryptocurrencies
9.36%
💇‍♀️ Consumer Services
8.18%
💵 Cash
8.15%
🛍️ Retail Trade
7.73%
🚗 Consumer Durables
7.63%
🧬 Health Technology
2.56%
⛏️ Energy Minerals
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.46%
🇺🇸 Nasdaq
20.31%
🇨🇭 SIX
10.89%
🌍 Digital Currency
9.36%
🇭🇰 Hong Kong Exchanges
2.59%
🇫🇷 Euronext Paris
0.66%
🇮🇹 Borsa Italiana
0.53%
🇪🇸 Bolsa De Madrid
0.33%
🇬🇧 LSE
0.3%
🇳🇱 Euronext Amsterdam
0.26%
🇩🇪 FRA
0.21%
🇺🇸 OTC Markets Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
33.25%
🇨🇳 China
13.57%
🇨🇭 Switzerland
10.89%
🇩🇪 Germany
8.48%
🇧🇷 Brazil
2.84%
🇩🇰 Denmark
2.16%
🇯🇵 Japan
1.27%
🇨🇦 Canada
0.91%
🇫🇷 France
0.66%
🇮🇹 Italy
0.53%
🇪🇸 Spain
0.33%
🇬🇧 United Kingdom
0.3%
🇳🇱 Netherlands
0.26%
🇮🇳 India
0.16%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.22%

36 out of 46 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PGHN.ZU	0.7%	6.39%	$39
BABA	0.06%	0.82%	$0.98
NVO	0.06%	2.81%	$0.98
MSFT	0.04%	0.83%	$3
1398.HK	0.02%	5.13%	$0.33
0939.HK	0.02%	5.03%	$0.43
3988.HK	0.02%	4.79%	$0.26
BNP.PA	0.02%	5.48%	$4.6
3968.HK	0.02%	4.4%	$2.13
1288.HK	0.02%	4.83%	$0.25
3328.HK	0.02%	4.94%	$0.4
ISP.MI	0.02%	6.63%	$0.3
C	0.01%	1.77%	$2.12
BAC	0.01%	2.11%	$0.96
TFC	0.01%	4.24%	$2.08
USB	0.01%	3.78%	$1.94
UCG.MI	0.01%	3.95%	$1.8
BNS	0.01%	4.01%	$3.09
INGA.NV	0.01%	4.05%	$1.11
RY	0.01%	3.26%	$4.03
PNC	0.01%	3.02%	$6.2
MUFG	0.01%	1.97%	$0.23
SMFG	0.01%	2.32%	$0.29
TD	0.01%	2.75%	$2.93
WFC	0.01%	2.22%	$1.4
DBK.DE	0.01%	3.6%	$0.45
GLE.PA	0.01%	2.27%	$0.9
MS	0.01%	1.84%	$3.4
GS	0.01%	1.56%	$11
MFG	0.01%	1.52%	$0.12
JPM	0.01%	1.93%	$4.4
SAN.MC	0.01%	1.8%	$0.14
BARC.L	0.01%	1.87%	$0.08
HDB	0%	1.47%	$0.6
NVTKL.L	0%	109.46%	-
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share
XP	Ex-Dividend	Jun 10, 2026	$0.20
MSFT	Pay Day	Jun 11, 2026	$0.91
BABA	Ex-Dividend	Jun 11, 2026	$1.05
XP	Pay Day	Jun 18, 2026	$0.20
BAC	Pay Day	Jun 26, 2026	$0.28
GS	Pay Day	Jun 29, 2026	$4.50
JPM	Ex-Dividend	Jul 6, 2026	$1.50
BNS	Ex-Dividend	Jul 7, 2026	$0.82
3328.HK	Ex-Dividend	Jul 8, 2026	$0.02
0939.HK	Ex-Dividend	Jul 9, 2026	$0.03
TD	Ex-Dividend	Jul 10, 2026	$0.81
BABA	Pay Day	Jul 13, 2026	$1.05
RY	Ex-Dividend	Jul 27, 2026	$1.27
BNS	Pay Day	Jul 29, 2026	$0.82
JPM	Pay Day	Jul 31, 2026	$1.50
TD	Pay Day	Jul 31, 2026	$0.81
3328.HK	Pay Day	Aug 14, 2026	$0.02
0939.HK	Pay Day	Aug 21, 2026	$0.03
RY	Pay Day	Aug 24, 2026	$1.27

Performance Metrics

Score 3.1/10

Beta

1.21

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.41

Jensen's Alpha

-7.68

-8

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

0.13

0.3

0.6

Beta

1.21

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.41

Jensen's Alpha

-7.68

-8

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.26

-1

0.3

0.6

Calmar Ratio

1,196.17

Low:

1.24

Details

P/E Ratio

29.08

High:

TSLA

382.29

Low:

SNOW

-69.48

Details

PEG Ratio

160.45

High:

1398.HK

1,594.09

Low:

SNOW

-422.16

Details

Price/Book

4.97

High:

SNOW

43.63

Low:

SCLX

-0.21

Details

Price/Sales

6.14

High:

SNOW

16.76

Low:

SRNE

0.03

Details

Price/CF

16.87

High:

TSLA

79.58

Low:

GLE.PA

0.69

Details

Price/FCF

39.67

High:

BABA

1,196.17

Low:

1.24

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-51.04%	Nov 2021	Aug 2025	45
-16.46%	Oct 2025	-	9
-10.44%	Apr 2021	Aug 2021	4
-4.43%	Sep 2021	Oct 2021	1
-1.74%	Feb 2021	Mar 2021	1