Portfolio of AdamLockhart on eToro

AdamLockhart

🇬🇧 Growth Stock Investor.

19 copiers.

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

Summary

-0.01%

Today

-6.06%

This Month

-13.82%

Year To Date

+16.18%

2 Years

+45.57%

5 Years

+5.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
26.03%
🖥️ Technology Services
24.75%
🍞 Consumer Non Durables
8.47%
⛏️ Energy Minerals
7.26%
🚗 Consumer Durables
7.19%
🚚 Transportation
6.73%
🛍️ Retail Trade
6.2%
💰 Finance
5.73%
💇‍♀️ Consumer Services
3.75%
⚡ Utilities
1.72%
🛠️ Producer Manufacturing
0.94%
🪙 Cryptocurrencies
0.88%
🪨 Non Energy Minerals
0.18%
💵 Cash
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
50.51%
🇺🇸 NYSE
36.1%
🇬🇧 LSE
11.8%
🌍 Digital Currency
0.88%
🇫🇷 Euronext Paris
0.34%
🇭🇰 Hong Kong Exchanges
0.2%

Countries Breakdown

Country
Total

🇺🇸 United States
68.11%
🇬🇧 United Kingdom
8.1%
🇧🇷 Brazil
4.27%
🇯🇵 Japan
4.06%
🇰🇷 South Korea
3.51%
🇨🇳 China
2.93%
🇮🇱 Israel
2.73%
🇹🇼 Taiwan
2.57%
🇬🇷 Greece
1.29%
🇲🇨 Monaco
0.65%
🇫🇷 France
0.34%
🇨🇦 Canada
0.2%
🇨🇭 Switzerland
0.17%
🇷🇺 Russia
0.01%

Dividends

Dividend Yield

2.54%

25 out of 41 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.93%	51.78%	$0.23
PBR.A	0.53%	12.36%	$2.21
KO	0.13%	2.69%	$1.89
SMSN.L	0.09%	2.48%	$23.68
MSFT	0.08%	0.88%	$3
EZJ.L	0.08%	2.59%	$0.05
SHEL.L	0.07%	4.42%	$0.8
MNODL.L	0.06%	473.72%	-
F	0.06%	7.79%	$0.78
GRG.L	0.06%	3.77%	$0.6
DAC	0.06%	4.3%	$3.15
NKE	0.05%	2.76%	$1.45
GOOG	0.05%	0.52%	$0.2
DIS	0.04%	1.18%	$0.75
JPM	0.04%	2.18%	$4.4
HAS	0.04%	3.99%	$2.8
TSM	0.03%	1.35%	$1.74
OXY	0.03%	2.27%	$0.8
STNG	0.03%	4.53%	$1.4
0968.HK	0.02%	9.88%	$0.23
MU	0.02%	0.67%	$0.46
SONY	0.02%	0.38%	$0.49
MA	0.01%	0.55%	$2.46
PCG	0.01%	0.41%	$0.03
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2025	$1.40
GRG.L	Ex-Dividend	May 1, 2025	$0.64
MA	Pay Day	May 9, 2025	$0.76
MSFT	Ex-Dividend	May 15, 2025	$0.83
GRG.L	Pay Day	May 30, 2025	$0.64
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
DIS	Ex-Dividend	Jun 24, 2025	$0.50
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 3.4/10

Beta

1.04

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.43

-3

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

1.04

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.43

-3

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.44

High:

ROO.L

746.67

Low:

UBI.PA

-21.43

Details

PEG Ratio

88.86

High:

ROO.L

662.67

Low:

UBI.PA

-25.53

Details

Price/Book

6.93

High:

72.91

Low:

CSIQ

0.17

Details

Price/Sales

5.97

High:

NVDA

19.21

Low:

CSIQ

0.09

Details

Price/CF

23.37

High:

TTWO

18,296.3

Low:

MNODL.L

0.75

Details

Price/FCF

49.21

High:

1,171.75

Low:

ZIM

1.04

Details