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

+0.02%

Today

+1.52%

This Month

+2.67%

Year To Date

+24.79%

2 Years

+57.82%

5 Years

+8.65%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.15%
🖥️ Technology Services
23.68%
🍞 Consumer Non Durables
9.19%
🚗 Consumer Durables
7.09%
⛏️ Energy Minerals
6.92%
🛍️ Retail Trade
6.43%
🚚 Transportation
5.67%
💇‍♀️ Consumer Services
4.23%
💰 Finance
3.7%
💵 Cash
3.02%
🛠️ Producer Manufacturing
0.87%
🪙 Cryptocurrencies
0.78%
🪨 Non Energy Minerals
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
55.82%
🇺🇸 NYSE
30.31%
🇬🇧 LSE
9.48%
🌍 Digital Currency
0.78%
🇫🇷 Euronext Paris
0.3%
🇭🇰 Hong Kong Exchanges
0.16%

Countries Breakdown

Country
Total

🇺🇸 United States
69.13%
🇬🇧 United Kingdom
6.08%
🇧🇷 Brazil
4.27%
🇯🇵 Japan
3.78%
🇰🇷 South Korea
3.26%
🇹🇼 Taiwan
2.91%
🇮🇱 Israel
2.79%
🇨🇳 China
2.53%
🇲🇨 Monaco
0.62%
🇫🇷 France
0.3%
🇨🇦 Canada
0.26%
🇨🇭 Switzerland
0.12%
🇷🇺 Russia
0.01%

Dividends

Dividend Yield

2.31%

24 out of 38 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.84%	43.56%	$0.23
PBR.A	0.52%	12.14%	$2.21
KO	0.11%	2.79%	$1.89
PEP	0.08%	4.22%	$5.15
SMSN.L	0.07%	2.2%	$23.68
MSFT	0.07%	0.69%	$3
EZJ.L	0.07%	2.08%	$0.05
SHEL.L	0.06%	4.32%	$0.8
MNODL.L	0.05%	473.72%	-
F	0.05%	7.31%	$0.78
GRG.L	0.05%	3.51%	$0.6
GOOG	0.05%	0.46%	$0.2
NKE	0.04%	2.5%	$1.45
HAS	0.04%	4.22%	$2.8
DIS	0.04%	0.88%	$0.75
JPM	0.04%	1.99%	$4.4
TSM	0.03%	1.1%	$1.74
OXY	0.03%	2.16%	$0.8
STNG	0.02%	4.03%	$1.4
0968.HK	0.02%	10.55%	$0.23
SONY	0.01%	0.37%	$0.49
MU	0.01%	0.42%	$0.46
MA	0.01%	0.48%	$2.46
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
OXY	Ex-Dividend	Jun 10, 2025	$0.24
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
KO	Ex-Dividend	Jun 13, 2025	$0.51
GOOG	Pay Day	Jun 16, 2025	$0.21
STNG	Pay Day	Jun 16, 2025	$0.40
SHEL.L	Pay Day	Jun 23, 2025	$0.36
DIS	Ex-Dividend	Jun 24, 2025	$0.50
PEP	Pay Day	Jun 30, 2025	$1.42
KO	Pay Day	Jul 1, 2025	$0.51
NKE	Pay Day	Jul 1, 2025	$0.40
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
TSM	Pay Day	Jul 10, 2025	$0.68
OXY	Pay Day	Jul 15, 2025	$0.24
DIS	Pay Day	Jul 23, 2025	$0.50
JPM	Pay Day	Jul 31, 2025	$1.40

Performance Metrics

Score 3.7/10

Beta

1.06

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

-1.64

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

1.06

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

-1.64

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.47

High:

TSLA

162.31

Low:

CSIQ

-73.51

Details

PEG Ratio

630.61

High:

10,192.65

Low:

NIO

-56.76

Details

Price/Book

9.38

High:

80.5

Low:

NIO

-139.72

Details

Price/Sales

7.8

High:

NVDA

23.49

Low:

CSIQ

0.13

Details

Price/CF

20.97

High:

TTWO

18,296.3

Low:

ZIM

0.46

Details

Price/FCF

44.12

High:

PEP

5,253.35

Low:

ZIM

0.6

Details

P/E Ratio

32.47

High:

TSLA

162.31

Low:

CSIQ

-73.51

Details

PEG Ratio

630.61

High:

10,192.65

Low:

NIO

-56.76

Details

Worst Drawdowns

Depth	Start	End	Total months
-56.56%	Feb 2021	-	53
-18.77%	Feb 2020	Jul 2020	5

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.15%
🖥️ Technology Services
23.68%
🍞 Consumer Non Durables
9.19%
🚗 Consumer Durables
7.09%
⛏️ Energy Minerals
6.92%
🛍️ Retail Trade
6.43%
🚚 Transportation
5.67%
💇‍♀️ Consumer Services
4.23%
💰 Finance
3.7%
💵 Cash
3.02%
🛠️ Producer Manufacturing
0.87%
🪙 Cryptocurrencies
0.78%
🪨 Non Energy Minerals
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
55.82%
🇺🇸 NYSE
30.31%
🇬🇧 LSE
9.48%
🌍 Digital Currency
0.78%
🇫🇷 Euronext Paris
0.3%
🇭🇰 Hong Kong Exchanges
0.16%

Countries Breakdown

Country
Total

🇺🇸 United States
69.13%
🇬🇧 United Kingdom
6.08%
🇧🇷 Brazil
4.27%
🇯🇵 Japan
3.78%
🇰🇷 South Korea
3.26%
🇹🇼 Taiwan
2.91%
🇮🇱 Israel
2.79%
🇨🇳 China
2.53%
🇲🇨 Monaco
0.62%
🇫🇷 France
0.3%
🇨🇦 Canada
0.26%
🇨🇭 Switzerland
0.12%
🇷🇺 Russia
0.01%

Dividends

Dividend Yield

2.31%

24 out of 38 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.84%	43.56%	$0.23
PBR.A	0.52%	12.14%	$2.21
KO	0.11%	2.79%	$1.89
PEP	0.08%	4.22%	$5.15
SMSN.L	0.07%	2.2%	$23.68
MSFT	0.07%	0.69%	$3
EZJ.L	0.07%	2.08%	$0.05
SHEL.L	0.06%	4.32%	$0.8
MNODL.L	0.05%	473.72%	-
F	0.05%	7.31%	$0.78
GRG.L	0.05%	3.51%	$0.6
GOOG	0.05%	0.46%	$0.2
NKE	0.04%	2.5%	$1.45
HAS	0.04%	4.22%	$2.8
DIS	0.04%	0.88%	$0.75
JPM	0.04%	1.99%	$4.4
TSM	0.03%	1.1%	$1.74
OXY	0.03%	2.16%	$0.8
STNG	0.02%	4.03%	$1.4
0968.HK	0.02%	10.55%	$0.23
SONY	0.01%	0.37%	$0.49
MU	0.01%	0.42%	$0.46
MA	0.01%	0.48%	$2.46
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
OXY	Ex-Dividend	Jun 10, 2025	$0.24
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
KO	Ex-Dividend	Jun 13, 2025	$0.51
GOOG	Pay Day	Jun 16, 2025	$0.21
STNG	Pay Day	Jun 16, 2025	$0.40
SHEL.L	Pay Day	Jun 23, 2025	$0.36
DIS	Ex-Dividend	Jun 24, 2025	$0.50
PEP	Pay Day	Jun 30, 2025	$1.42
KO	Pay Day	Jul 1, 2025	$0.51
NKE	Pay Day	Jul 1, 2025	$0.40
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
TSM	Pay Day	Jul 10, 2025	$0.68
OXY	Pay Day	Jul 15, 2025	$0.24
DIS	Pay Day	Jul 23, 2025	$0.50
JPM	Pay Day	Jul 31, 2025	$1.40

Performance Metrics

Score 3.7/10

Beta

1.06

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

-1.64

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

1.06

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

-1.64

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.47

High:

TSLA

162.31

Low:

CSIQ

-73.51

Details

PEG Ratio

630.61

High:

10,192.65

Low:

NIO

-56.76

Details

630.61

High:

10,192.65

Low:

NIO

-56.76

Details

44.12

High:

PEP

5,253.35

Low:

ZIM

0.6

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