Effective portfolio of 011235MartinGale on eToro

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011235MartinGale

🇬🇧 Stock and ETF 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

-0.77%

This Month

+38.13%

Year To Date

+120.93%

2 Years

+105.19%

5 Years

+105.19%

10 Years

+20.62%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
38.22%
💻 Electronic Technology
23.94%
📊 ETFs
10.08%
🪙 Cryptocurrencies
7.57%
🖥️ Technology Services
6.81%
💵 Cash
4.74%
🛠️ Producer Manufacturing
2.8%
🚗 Consumer Durables
2.71%
🏭 Industrial Services
0.56%
⚡ Utilities
0.49%
🍞 Consumer Non Durables
0.47%
📡 Communications
0.41%
🧬 Health Technology
0.38%
🧪 Process Industries
0.36%
🪨 Non Energy Minerals
0.36%
🏥 Health Services
0.3%
🚚 Transportation
0.22%
🛍️ Retail Trade
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
21.41%
🇬🇧 LSE
17.44%
🇺🇸 Nasdaq
16.48%
🇫🇷 Euronext Paris
13.77%
🇨🇭 SIX
12.59%
🌍 Digital Currency
7.57%
🇩🇪 Xetra ETFs
2.63%
🇪🇸 Bolsa De Madrid
1.05%
🇩🇪 FRA
0.99%
🇭🇰 Hong Kong Exchanges
0.87%
🇺🇸 Chicago Board Options Exchange
0.69%
🇮🇹 Borsa Italiana
0.36%

Countries Breakdown

Country
Total

🇺🇸 United States
23.86%
🇬🇧 United Kingdom
19.43%
🇨🇭 Switzerland
14.32%
🇫🇷 France
13.77%
🇹🇼 Taiwan
3.12%
🇩🇪 Germany
0.99%
🇨🇳 China
0.72%
🇳🇱 Netherlands
0.56%
🇪🇸 Spain
0.49%
🇱🇺 Luxembourg
0.36%
🇧🇲 Bermuda
0.32%
🇭🇰 Hong Kong
0.15%
🇮🇪 Ireland
0.11%

Dividends

Dividend Yield

1.74%

56 out of 91 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $SCR.PA (6.06%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCR.PA	0.71%	6.06%	$1.8
SREN.ZU	0.52%	4.12%	$6.22
RR.L	0.14%	0.93%	-
WTW	0.05%	1.1%	$3.44
TSM	0.03%	0.82%	$1.74
CB	0.02%	1.4%	$3.49
MMC	0.02%	1.81%	$2.84
MSFT	0.02%	0.66%	$3
TEN.MI	0.02%	5.1%	$0.55
ALL	0.02%	2%	$3.62
IBE.MC	0.01%	3.04%	$0.45
BN.PA	0.01%	2.78%	$2.1
RGA	0.01%	1.92%	$3.4
DTE.DE	0.01%	2.99%	$0.77
01336.HK	0.01%	4.51%	$0.85
RYAN	0.01%	0.89%	$0.34
CS.PA	0.01%	5.49%	$1.98
2318.HK	0.01%	5.16%	$2.63
AI.PA	0.01%	1.92%	$2.91
FER.MC	0.01%	1.22%	$0.59
ALV.DE	0.01%	4.4%	$13.8
2628.HK	0.01%	3.2%	$0.47
SAF.PA	0.01%	0.95%	$2.2
2601.HK	0.01%	3.71%	$1.12
PRU	0%	5.31%	$5.1
IAG.L	0%	1.82%	-
JPM	0%	1.86%	$4.4
GS	0%	1.86%	$11
C	0%	2.38%	$2.12
1299.HK	0%	2.5%	$1.61
CRBG	0%	3.07%	$0.92
BIM.PA	0%	0.82%	$0.85
MET	0%	2.86%	$2.11
UNM	0%	2.33%	$1.46
AIG	0%	2.2%	$1.48
AFL	0%	2.08%	$1.84
EG	0%	2.29%	$7.25
CI	0%	1.98%	$5.26
EQH	0%	2.15%	$0.9
PGR	0%	2.17%	$1.15
HIG	0%	1.67%	$1.84
TRV	0%	1.66%	$4.05
ELV	0%	1.94%	$6.22
UNH	0%	2.42%	$7.74
AIZ	0%	1.53%	$2.86
AXP	0%	0.91%	$2.6
GL	0%	0.78%	$0.93
AJG	0%	0.91%	$2.3
META	0%	0.36%	$1
AON	0%	0.84%	$2.52
RNR	0%	0.63%	$1.54
GOOG	0%	0.32%	$0.2
BRO	0%	0.68%	$0.51
WRB.US	0%	0.46%	$0.45
NVDA	0%	0.02%	$0.02
RHM.DE	0%	0.46%	$5.7

Next Dividends

Stock	Type	Date	Pay Per Share
UNM	Ex-Dividend	Oct 24, 2025	$0.46
2318.HK	Pay Day	Oct 24, 2025	$0.13
JPM	Pay Day	Oct 31, 2025	$1.50
GL	Pay Day	Oct 31, 2025	$0.27
C	Ex-Dividend	Nov 3, 2025	$0.60
AON	Ex-Dividend	Nov 3, 2025	$0.74
MET	Ex-Dividend	Nov 4, 2025	$0.57
AXP	Pay Day	Nov 10, 2025	$0.82
01336.HK	Ex-Dividend	Nov 13, 2025	$0.09
MMC	Pay Day	Nov 14, 2025	$0.90
UNM	Pay Day	Nov 14, 2025	$0.46
AON	Pay Day	Nov 14, 2025	$0.74
2628.HK	Pay Day	Nov 18, 2025	$0.03
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
C	Pay Day	Nov 26, 2025	$0.60
GS	Ex-Dividend	Dec 2, 2025	$4.00
MET	Pay Day	Dec 9, 2025	$0.57
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
01336.HK	Pay Day	Dec 12, 2025	$0.09
GS	Pay Day	Dec 30, 2025	$4.00
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 8/10

Beta

0.97

0.97

0

0.8

1.2

0

2

Sharpe Ratio

0.95

0.95

0

0.5

1

1.5

1.5

Sortino Ratio

1.49

1.49

0

1

2

3

3

Jensen's Alpha

11.24

11.24

-2

0

2

12

12

Omega Ratio

2.33

2.33

0

1

1.5

3

3

Treynor Ratio

1.48

1.48

0

0.75

1.25

2

2

Information Ratio

1.15

1.15

0

0.3

0.6

2

2

Calmar Ratio

0.74

0.74

0

0.3

0.6

1

1

Beta

0.97

0.97

0

0.8

1.2

0

2

Sharpe Ratio

0.95

0.95

0

0.5

1

1.5

1.5

Sortino Ratio

1.49

1.49

0

1

2

3

3

Jensen's Alpha

11.24

11.24

-2

0

2

12

12

Omega Ratio

2.33

2.33

0

1

1.5

3

3

Treynor Ratio

1.48

1.48

0

0.75

1.25

2

2

Information Ratio

1.15

1.15

0

0.3

0.6

2

2

Calmar Ratio

0.74

0.74

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.33

High:

RYAN

2,299.13

Low:

CRWD

-405.02

Details

PEG Ratio

52.24

High:

MMC

883.24

Low:

QS

-192.72

Details

Price/Book

9.19

High:

PLTR

71.27

Low:

EQH

-181.1

Details

Price/Sales

7.32

High:

RGTI

1,745.49

Low:

QS

-

Details

Price/CF

23.1

High:

MSTR

7,511.07

Low:

2628.HK

0.77

Details

Price/FCF

51.03

High:

RHM.DE

5,198.92

Low:

01336.HK

0.82

Details

P/E Ratio

34.33

High:

RYAN

2,299.13

Low:

CRWD

-405.02

Details

PEG Ratio

52.24

High:

MMC

883.24

Low:

QS

-192.72

Details

Price/Book

9.19

High:

PLTR

71.27

Low:

EQH

-181.1

Details

Price/Sales

7.32

High:

RGTI

1,745.49

Low:

QS

-

Details

Price/CF

23.1

High:

MSTR

7,511.07

Low:

2628.HK

0.77

Details

Price/FCF

51.03

High:

RHM.DE

5,198.92

Low:

01336.HK

0.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-28.84%	Feb 2022	Nov 2023	21
-3.86%	Apr 2024	May 2024	1
-0.77%	Oct 2025	-	1
-0.23%	Dec 2024	Jan 2025	1
-0.07%	Jul 2024	Aug 2024	1

Monthly Performance