Portfolio of AdamLockhart on eToro

AdamLockhart

🇬🇧 Stock Growth Investor.

13 copiers.

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

Summary

+1.21%

This Month

+15.75%

Year To Date

+46.21%

2 Years

+40.18%

5 Years

+79.18%

10 Years

+10.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.55%
💻 Electronic Technology
25.47%
🍞 Consumer Non Durables
9.13%
🛍️ Retail Trade
8.2%
🚗 Consumer Durables
6.17%
⛏️ Energy Minerals
5.9%
🚚 Transportation
4.24%
💵 Cash
3.91%
💇‍♀️ Consumer Services
3.9%
💰 Finance
2.27%
🪙 Cryptocurrencies
0.87%
🛠️ Producer Manufacturing
0.48%
🪨 Non Energy Minerals
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
60.55%
🇺🇸 NYSE
27.79%
🇬🇧 LSE
6.67%
🌍 Digital Currency
0.87%
🇭🇰 Hong Kong Exchanges
0.22%
🇫🇷 Euronext Paris
0.21%

Countries Breakdown

Country
Total

🇺🇸 United States
70.12%
🇧🇷 Brazil
4.75%
🇬🇧 United Kingdom
3.95%
🇯🇵 Japan
3.48%
🇨🇳 China
3.18%
🇹🇼 Taiwan
3.04%
🇰🇷 South Korea
2.58%
🇮🇱 Israel
1.77%
🇺🇾 Uruguay
1.28%
🇲🇨 Monaco
0.73%
🇨🇦 Canada
0.23%
🇫🇷 France
0.21%
🇨🇭 Switzerland
0.13%
🇷🇺 Russia
0.01%

Dividends

Dividend Yield

1.86%

22 out of 35 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.65%	50.64%	$0.23
PBR.A	0.49%	10.4%	$2.21
KO	0.13%	2.97%	$1.89
PEP	0.07%	3.81%	$5.15
MSFT	0.07%	0.67%	$3
EZJ.L	0.06%	2.59%	$0.05
GOOG	0.05%	0.35%	$0.2
MNODL.L	0.05%	473.72%	-
GRG.L	0.05%	4.25%	$0.6
SMSN.L	0.04%	1.69%	$23.68
NKE	0.04%	2.17%	$1.45
DIS	0.03%	0.85%	$0.75
TSM	0.03%	1.01%	$1.74
OXY	0.02%	2.07%	$0.8
STNG	0.02%	3.02%	$1.4
BARC.L	0.01%	2.35%	$0.08
SONY	0.01%	0.35%	$0.49
MU	0.01%	0.35%	$0.46
MA	0.01%	0.5%	$2.46
NVDA	0%	0.02%	$0.02
0968.HK	0%	1.14%	$0.23
META	0%	0.27%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
ZIM	Pay Day	Sep 9, 2025	$0.06
OXY	Ex-Dividend	Sep 10, 2025	$0.24
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GRG.L	Ex-Dividend	Sep 11, 2025	$0.25
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
BARC.L	Pay Day	Sep 16, 2025	$0.04
TSM	Ex-Dividend	Sep 16, 2025	$0.82
PEP	Pay Day	Sep 30, 2025	$1.42
KO	Pay Day	Oct 1, 2025	$0.51
NKE	Pay Day	Oct 1, 2025	$0.40
NVDA	Pay Day	Oct 2, 2025	$0.01
TSM	Pay Day	Oct 9, 2025	$0.82
0968.HK	Pay Day	Oct 10, 2025	$0.00
GRG.L	Pay Day	Oct 10, 2025	$0.25
OXY	Pay Day	Oct 15, 2025	$0.24

Performance Metrics

Score 3.9/10

Beta

1.06

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.35

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.87

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Beta

1.06

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.35

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.87

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.87

High:

TSLA

196.04

Low:

0968.HK

-146.06

Details

PEG Ratio

107.19

High:

SMSN.L

304.51

Low:

NNDM

-21.1

Details

Price/Book

10.69

High:

68.72

Low:

NIO

-76.32

Details

Price/Sales

9.22

High:

NVDA

25.49

Low:

CSIQ

0.11

Details

Price/CF

24.56

High:

TTWO

434.3

Low:

ZIM

0.56

Details

Price/FCF

57.73

High:

PEP

5,253.35

Low:

ZIM

0.87

Details

P/E Ratio

34.87

High:

TSLA

196.04

Low:

0968.HK

-146.06

Details

PEG Ratio

107.19

High:

SMSN.L

304.51

Low:

NNDM

-21.1

Details

Worst Drawdowns

Depth	Start	End	Total months
-56.56%	Feb 2021	-	56
-18.77%	Feb 2020	Jul 2020	5

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.55%
💻 Electronic Technology
25.47%
🍞 Consumer Non Durables
9.13%
🛍️ Retail Trade
8.2%
🚗 Consumer Durables
6.17%
⛏️ Energy Minerals
5.9%
🚚 Transportation
4.24%
💵 Cash
3.91%
💇‍♀️ Consumer Services
3.9%
💰 Finance
2.27%
🪙 Cryptocurrencies
0.87%
🛠️ Producer Manufacturing
0.48%
🪨 Non Energy Minerals
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
60.55%
🇺🇸 NYSE
27.79%
🇬🇧 LSE
6.67%
🌍 Digital Currency
0.87%
🇭🇰 Hong Kong Exchanges
0.22%
🇫🇷 Euronext Paris
0.21%

Countries Breakdown

Country
Total

🇺🇸 United States
70.12%
🇧🇷 Brazil
4.75%
🇬🇧 United Kingdom
3.95%
🇯🇵 Japan
3.48%
🇨🇳 China
3.18%
🇹🇼 Taiwan
3.04%
🇰🇷 South Korea
2.58%
🇮🇱 Israel
1.77%
🇺🇾 Uruguay
1.28%
🇲🇨 Monaco
0.73%
🇨🇦 Canada
0.23%
🇫🇷 France
0.21%
🇨🇭 Switzerland
0.13%
🇷🇺 Russia
0.01%

Dividends

Dividend Yield

1.86%

22 out of 35 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.65%	50.64%	$0.23
PBR.A	0.49%	10.4%	$2.21
KO	0.13%	2.97%	$1.89
PEP	0.07%	3.81%	$5.15
MSFT	0.07%	0.67%	$3
EZJ.L	0.06%	2.59%	$0.05
GOOG	0.05%	0.35%	$0.2
MNODL.L	0.05%	473.72%	-
GRG.L	0.05%	4.25%	$0.6
SMSN.L	0.04%	1.69%	$23.68
NKE	0.04%	2.17%	$1.45
DIS	0.03%	0.85%	$0.75
TSM	0.03%	1.01%	$1.74
OXY	0.02%	2.07%	$0.8
STNG	0.02%	3.02%	$1.4
BARC.L	0.01%	2.35%	$0.08
SONY	0.01%	0.35%	$0.49
MU	0.01%	0.35%	$0.46
MA	0.01%	0.5%	$2.46
NVDA	0%	0.02%	$0.02
0968.HK	0%	1.14%	$0.23
META	0%	0.27%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
ZIM	Pay Day	Sep 9, 2025	$0.06
OXY	Ex-Dividend	Sep 10, 2025	$0.24
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GRG.L	Ex-Dividend	Sep 11, 2025	$0.25
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
BARC.L	Pay Day	Sep 16, 2025	$0.04
TSM	Ex-Dividend	Sep 16, 2025	$0.82
PEP	Pay Day	Sep 30, 2025	$1.42
KO	Pay Day	Oct 1, 2025	$0.51
NKE	Pay Day	Oct 1, 2025	$0.40
NVDA	Pay Day	Oct 2, 2025	$0.01
TSM	Pay Day	Oct 9, 2025	$0.82
0968.HK	Pay Day	Oct 10, 2025	$0.00
GRG.L	Pay Day	Oct 10, 2025	$0.25
OXY	Pay Day	Oct 15, 2025	$0.24

Performance Metrics

Score 3.9/10

Beta

1.06

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.35

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.87

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Beta

1.06

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-1.35

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.87

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.87

High:

TSLA

196.04

Low:

0968.HK

-146.06

Details

PEG Ratio

107.19

High:

SMSN.L

304.51

Low:

NNDM

-21.1

Details

10.69

High:

68.72

Low:

NIO

-76.32

Details

Price/Sales

9.22

High:

NVDA

25.49

Low:

CSIQ

0.11

Details

Price/CF

24.56

High:

TTWO

434.3

Low:

ZIM

0.56

Details

Price/FCF

57.73

High:

PEP

5,253.35

Low:

ZIM

0.87

Details

Depth

Start

End

Total months

-56.56%

Feb 2021

-18.77%

Feb 2020

Jul 2020

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics