Portfolio of 011235MartinGale on eToro

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011235MartinGale

🇬🇧 Stock and Copy Trading Value Investor.

2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Effective Portfolio

Summary

+3.79%

This Month

+33.78%

Year To Date

+102.67%

2 Years

+98.72%

5 Years

+98.72%

10 Years

+20.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
36.7%
👥 Copy Trading
22.24%
💻 Electronic Technology
20.22%
🖥️ Technology Services
6.36%
📊 ETFs
5.27%
🪙 Cryptocurrencies
2.56%
🚗 Consumer Durables
2.16%
💵 Cash
1.76%
🛠️ Producer Manufacturing
1.47%
🛍️ Retail Trade
0.72%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
19.38%
🇬🇧 LSE
17.49%
🇫🇷 Euronext Paris
15.72%
🇺🇸 Nasdaq
15.71%
🇨🇭 SIX
13.49%
🌍 Digital Currency
9.01%
🇩🇪 Xetra ETFs
2.79%
🇪🇸 Bolsa De Madrid
0.96%
🇭🇰 Hong Kong Exchanges
0.94%
🇺🇸 Chicago Board Options Exchange
0.72%
🇩🇪 FRA
0.58%
🇮🇹 Borsa Italiana
0.38%

Countries Breakdown

Country
Total

🇺🇸 United States
21.27%
🇬🇧 United Kingdom
19.91%
🇫🇷 France
15.72%
🇨🇭 Switzerland
15.33%
🇹🇼 Taiwan
2.58%
🇨🇳 China
0.78%
🇩🇪 Germany
0.58%
🇳🇱 Netherlands
0.48%
🇪🇸 Spain
0.48%
🇱🇺 Luxembourg
0.38%
🇧🇲 Bermuda
0.32%
🇭🇰 Hong Kong
0.16%
🇮🇪 Ireland
0.12%

Dividends

Dividend Yield

1.97%

17 out of 29 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $SCR.PA (6.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCR.PA	0.75%	6.35%	$1.8
SREN.ZU	0.55%	4.16%	$6.22
RR.L	0.15%	0.95%	-
InsuranceWorld	0.11%	2.4%	-
DayByDayEquities	0.09%	2%	-
CS.PA	0.08%	5.01%	$1.98
VOO	0.06%	1.22%	-
WTW	0.05%	1.09%	$3.44
TSM	0.03%	1.03%	$1.74
CB	0.02%	1.35%	$3.49
MMC	0.02%	1.62%	$2.84
MSFT	0.02%	0.64%	$3
thomaspj	0.01%	0.73%	-
ALL	0.01%	1.89%	$3.62
RGA	0.01%	1.91%	$3.4
RYAN	0.01%	0.78%	$0.34
Core-Equity	0%	0.09%	-

Next Dividends

Stock	Type	Date	Pay Per Share
MMC	Pay Day	Aug 15, 2025	$0.90
MMC (InsuranceWorld)	Pay Day	Aug 15, 2025	$0.90
UNM (InsuranceWorld)	Pay Day	Aug 15, 2025	$0.46
AON (InsuranceWorld)	Pay Day	Aug 15, 2025	$0.74
PRU (InsuranceWorld)	Ex-Dividend	Aug 19, 2025	$1.35
AFL (InsuranceWorld)	Ex-Dividend	Aug 20, 2025	$0.58
BRO (InsuranceWorld)	Pay Day	Aug 20, 2025	$0.15
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MSFT (thomaspj)	Ex-Dividend	Aug 21, 2025	$0.83
2628.HK (InsuranceWorld)	Pay Day	Aug 21, 2025	$0.06
C (thomaspj)	Pay Day	Aug 22, 2025	$0.60
RGA	Pay Day	Aug 26, 2025	$0.93
RYAN	Pay Day	Aug 26, 2025	$0.12
RGA (InsuranceWorld)	Pay Day	Aug 26, 2025	$0.93
ALL	Ex-Dividend	Aug 29, 2025	$1.00
GS (thomaspj)	Ex-Dividend	Aug 29, 2025	$4.00
ALL (InsuranceWorld)	Ex-Dividend	Aug 29, 2025	$1.00
AFL (InsuranceWorld)	Pay Day	Sep 2, 2025	$0.58
HIG (InsuranceWorld)	Ex-Dividend	Sep 2, 2025	$0.52
CI (InsuranceWorld)	Ex-Dividend	Sep 4, 2025	$1.51
AJG (InsuranceWorld)	Ex-Dividend	Sep 5, 2025	$0.65
GOOG (thomaspj)	Ex-Dividend	Sep 8, 2025	$0.21
MET (InsuranceWorld)	Pay Day	Sep 9, 2025	$0.57
TRV (InsuranceWorld)	Ex-Dividend	Sep 10, 2025	$1.10
ELV (InsuranceWorld)	Ex-Dividend	Sep 10, 2025	$1.71
MSFT	Pay Day	Sep 11, 2025	$0.83
MSFT (thomaspj)	Pay Day	Sep 11, 2025	$0.83
PRU (InsuranceWorld)	Pay Day	Sep 11, 2025	$1.35
GOOG (thomaspj)	Pay Day	Sep 15, 2025	$0.21
UNH (InsuranceWorld)	Ex-Dividend	Sep 15, 2025	$2.21
RNR (InsuranceWorld)	Ex-Dividend	Sep 15, 2025	$0.40
TSM	Ex-Dividend	Sep 16, 2025	$0.82
AIG (InsuranceWorld)	Ex-Dividend	Sep 16, 2025	$0.45
CRBG (InsuranceWorld)	Ex-Dividend	Sep 16, 2025	$0.24
CI (InsuranceWorld)	Pay Day	Sep 18, 2025	$1.51
AJG (InsuranceWorld)	Pay Day	Sep 19, 2025	$0.65
UNH (InsuranceWorld)	Pay Day	Sep 23, 2025	$2.21
ELV (InsuranceWorld)	Pay Day	Sep 25, 2025	$1.71
GS (thomaspj)	Pay Day	Sep 29, 2025	$4.00
TRV (InsuranceWorld)	Pay Day	Sep 30, 2025	$1.10
AIG (InsuranceWorld)	Pay Day	Sep 30, 2025	$0.45
CRBG (InsuranceWorld)	Pay Day	Sep 30, 2025	$0.24
RNR (InsuranceWorld)	Pay Day	Sep 30, 2025	$0.40
ALL	Pay Day	Oct 1, 2025	$1.00
ALL (InsuranceWorld)	Pay Day	Oct 1, 2025	$1.00
PGR (InsuranceWorld)	Ex-Dividend	Oct 2, 2025	$0.10
HIG (InsuranceWorld)	Pay Day	Oct 2, 2025	$0.52
GL (InsuranceWorld)	Ex-Dividend	Oct 3, 2025	$0.27
TSM	Pay Day	Oct 9, 2025	$0.82
PGR (InsuranceWorld)	Pay Day	Oct 10, 2025	$0.10
GL (InsuranceWorld)	Pay Day	Oct 31, 2025	$0.27

Performance Metrics

Score 7.7/10

Beta

0.97

0.97

0

0.8

1.2

0

2

Sharpe Ratio

0.87

0.87

0

0.5

1

1.5

1.5

Sortino Ratio

1.35

1.35

0

1

2

3

3

Jensen's Alpha

10.9

10.9

-2

0

2

11

11

Omega Ratio

2.3

2.3

0

1

1.5

3

3

Treynor Ratio

1.38

1.38

0

0.75

1.25

2

2

Information Ratio

1.12

1.12

0

0.3

0.6

2

2

Calmar Ratio

0.69

0.69

0

0.3

0.6

1

1

Beta

0.97

0.97

0

0.8

1.2

0

2

Sharpe Ratio

0.87

0.87

0

0.5

1

1.5

1.5

Sortino Ratio

1.35

1.35

0

1

2

3

3

Jensen's Alpha

10.9

10.9

-2

0

2

11

11

Omega Ratio

2.3

2.3

0

1

1.5

3

3

Treynor Ratio

1.38

1.38

0

0.75

1.25

2

2

Information Ratio

1.12

1.12

0

0.3

0.6

2

2

Calmar Ratio

0.69

0.69

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.03

High:

RYAN

2,650.43

Low:

CRWD

-618.46

Details

PEG Ratio

44.87

High:

MMC

824.5

Low:

QS

-118.41

Details

Price/Book

8.75

High:

RR.L

37.98

Low:

RGA

1.04

Details

Price/Sales

6.47

High:

RGTI

648.82

Low:

QS

-

Details

Price/CF

23.21

High:

MSTR

7,511.07

Low:

RGA

2.7

Details

Price/FCF

56.64

High:

MSTR

1,187.5

Low:

RGA

2.84

Details

P/E Ratio

33.03

High:

RYAN

2,650.43

Low:

CRWD

-618.46

Details

PEG Ratio

44.87

High:

MMC

824.5

Low:

QS

-118.41

Details

Price/Book

8.75

High:

RR.L

37.98

Low:

RGA

1.04

Details

Price/Sales

6.47

High:

RGTI

648.82

Low:

QS

-

Details

Price/CF

23.21

High:

MSTR

7,511.07

Low:

RGA

2.7

Details

Price/FCF

56.64

High:

MSTR

1,187.5

Low:

RGA

2.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-28.84%	Feb 2022	Nov 2023	21
-3.86%	Apr 2024	May 2024	1
-0.23%	Dec 2024	Jan 2025	1
-0.07%	Jul 2024	Aug 2024	1

Monthly Performance