Portfolio of Amirimukungu on eToro

Amirimukungu

🇬🇧 Growth Stock Investor.

1 copier.

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

Summary

Today

-6.01%

This Month

-4.63%

Year To Date

+14.31%

2 Years

+21.06%

5 Years

+5.48%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
18.92%
🧬 Health Technology
15.73%
🍞 Consumer Non Durables
12.45%
💻 Electronic Technology
10.69%
🛍️ Retail Trade
6.2%
🏥 Health Services
6.17%
💇‍♀️ Consumer Services
6.06%
🖥️ Technology Services
5.83%
⚡ Utilities
3.23%
📊 ETFs
3.07%
💼 Commercial Services
3.01%
⛏️ Energy Minerals
2.92%
🧩 Miscellaneous
2.06%
🛠️ Producer Manufacturing
2.05%
🏭 Industrial Services
1.4%
💵 Cash
0.25%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
78.89%
🇺🇸 Nasdaq
20.88%

Countries Breakdown

Country
Total

🇺🇸 United States
95.96%
🇩🇰 Denmark
0.75%

Dividends

Dividend Yield

2.85%

34 out of 35 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $IIPR (14.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.26%	3.19%	$4.81
O	0.25%	5.42%	$3.09
MRK	0.18%	4.05%	$3.04
IIPR	0.15%	14.73%	$7.34
PEP	0.14%	3.79%	$5.15
CSCO	0.14%	2.89%	$1.58
MCD	0.13%	2.21%	$6.53
MAIN	0.12%	5.68%	$2.85
KO	0.11%	2.69%	$1.89
UNH	0.11%	1.85%	$7.74
SCHD	0.11%	3.72%	-
PG	0.11%	2.39%	$3.83
STAG	0.11%	4.48%	$1.47
TXN	0.1%	3.58%	$5.14
COP	0.1%	3.51%	$3.25
EPD	0.1%	6.83%	$2.03
ETR	0.09%	2.84%	$4.46
PFE	0.09%	7.63%	$1.66
EPRT	0.08%	3.63%	$1.14
AMP.US	0.06%	1.27%	$5.53
ABBV	0.04%	3.69%	$6.06
MSFT	0.04%	0.88%	$3
CAT	0.04%	1.92%	$5.31
WMT	0.04%	1.01%	$0.81
JPM	0.03%	2.18%	$4.4
LOW	0.03%	2.1%	$4.45
SPGI	0.02%	0.8%	$3.62
NVO	0.02%	2.03%	$0.98
AFL	0.02%	1.94%	$1.84
V	0.01%	0.67%	$2.01
LMT	0.01%	2.78%	$12.45
AAPL	0.01%	0.51%	$0.97
GOOG	0.01%	0.52%	$0.2
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
PG	Ex-Dividend	Apr 21, 2025	$1.06
CSCO	Pay Day	Apr 23, 2025	$0.41
LOW	Ex-Dividend	Apr 23, 2025	$1.15
JPM	Pay Day	Apr 30, 2025	$1.40
EPD	Ex-Dividend	Apr 30, 2025	$0.54
TXN	Ex-Dividend	Apr 30, 2025	$1.36
STAG	Ex-Dividend	Apr 30, 2025	$0.12
O	Ex-Dividend	May 1, 2025	$0.27
ETR	Ex-Dividend	May 2, 2025	$0.60
LOW	Pay Day	May 7, 2025	$1.15
MAIN	Ex-Dividend	May 8, 2025	$0.25
WMT	Ex-Dividend	May 9, 2025	$0.24
TXN	Pay Day	May 13, 2025	$1.36
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
ABBV	Pay Day	May 15, 2025	$1.64
O	Pay Day	May 15, 2025	$0.27
MAIN	Pay Day	May 15, 2025	$0.25
STAG	Pay Day	May 15, 2025	$0.12
CAT	Pay Day	May 20, 2025	$1.41
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
ETR	Pay Day	Jun 2, 2025	$0.60
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83

Performance Metrics

Score 3.7/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.43

Jensen's Alpha

-1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.43

Jensen's Alpha

-1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.79

High:

ABBV

72.33

Low:

MAIN

9.13

Details

PEG Ratio

213.26

High:

541.29

Low:

MRK

0.25

Details

Price/Book

7.56

High:

ABBV

91.84

Low:

MCD

-58.64

Details

Price/Sales

3.88

High:

NVDA

19.21

Low:

UNH

1.05

Details

Price/CF

21.04

High:

NVDA

54.98

Low:

COP

5.96

Details

Price/FCF

48.58

High:

PEP

5,253.35

Low:

AMP.US

7.19

Details

P/E Ratio

25.79

High:

ABBV

72.33

Low:

MAIN

9.13

Details

Worst Drawdowns

Depth	Start	End	Total months
-17.42%	Apr 2022	Dec 2023	20
-10.13%	Dec 2024	-	5
-4.36%	Sep 2021	Oct 2021	1
-3.38%	Jan 2022	Mar 2022	2
-3.08%	Apr 2024	Jun 2024	2
-2.63%	Nov 2021	Dec 2021	1
-1.5%	Oct 2024	Nov 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
18.92%
🧬 Health Technology
15.73%
🍞 Consumer Non Durables
12.45%
💻 Electronic Technology
10.69%
🛍️ Retail Trade
6.2%
🏥 Health Services
6.17%
💇‍♀️ Consumer Services
6.06%
🖥️ Technology Services
5.83%
⚡ Utilities
3.23%
📊 ETFs
3.07%
💼 Commercial Services
3.01%
⛏️ Energy Minerals
2.92%
🧩 Miscellaneous
2.06%
🛠️ Producer Manufacturing
2.05%
🏭 Industrial Services
1.4%
💵 Cash
0.25%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
78.89%
🇺🇸 Nasdaq
20.88%

Countries Breakdown

Country
Total

🇺🇸 United States
95.96%
🇩🇰 Denmark
0.75%

Dividends

Dividend Yield

2.85%

34 out of 35 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $IIPR (14.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.26%	3.19%	$4.81
O	0.25%	5.42%	$3.09
MRK	0.18%	4.05%	$3.04
IIPR	0.15%	14.73%	$7.34
PEP	0.14%	3.79%	$5.15
CSCO	0.14%	2.89%	$1.58
MCD	0.13%	2.21%	$6.53
MAIN	0.12%	5.68%	$2.85
KO	0.11%	2.69%	$1.89
UNH	0.11%	1.85%	$7.74
SCHD	0.11%	3.72%	-
PG	0.11%	2.39%	$3.83
STAG	0.11%	4.48%	$1.47
TXN	0.1%	3.58%	$5.14
COP	0.1%	3.51%	$3.25
EPD	0.1%	6.83%	$2.03
ETR	0.09%	2.84%	$4.46
PFE	0.09%	7.63%	$1.66
EPRT	0.08%	3.63%	$1.14
AMP.US	0.06%	1.27%	$5.53
ABBV	0.04%	3.69%	$6.06
MSFT	0.04%	0.88%	$3
CAT	0.04%	1.92%	$5.31
WMT	0.04%	1.01%	$0.81
JPM	0.03%	2.18%	$4.4
LOW	0.03%	2.1%	$4.45
SPGI	0.02%	0.8%	$3.62
NVO	0.02%	2.03%	$0.98
AFL	0.02%	1.94%	$1.84
V	0.01%	0.67%	$2.01
LMT	0.01%	2.78%	$12.45
AAPL	0.01%	0.51%	$0.97
GOOG	0.01%	0.52%	$0.2
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
PG	Ex-Dividend	Apr 21, 2025	$1.06
CSCO	Pay Day	Apr 23, 2025	$0.41
LOW	Ex-Dividend	Apr 23, 2025	$1.15
JPM	Pay Day	Apr 30, 2025	$1.40
EPD	Ex-Dividend	Apr 30, 2025	$0.54
TXN	Ex-Dividend	Apr 30, 2025	$1.36
STAG	Ex-Dividend	Apr 30, 2025	$0.12
O	Ex-Dividend	May 1, 2025	$0.27
ETR	Ex-Dividend	May 2, 2025	$0.60
LOW	Pay Day	May 7, 2025	$1.15
MAIN	Ex-Dividend	May 8, 2025	$0.25
WMT	Ex-Dividend	May 9, 2025	$0.24
TXN	Pay Day	May 13, 2025	$1.36
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
ABBV	Pay Day	May 15, 2025	$1.64
O	Pay Day	May 15, 2025	$0.27
MAIN	Pay Day	May 15, 2025	$0.25
STAG	Pay Day	May 15, 2025	$0.12
CAT	Pay Day	May 20, 2025	$1.41
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
ETR	Pay Day	Jun 2, 2025	$0.60
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83

Performance Metrics

Score 3.7/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.43

Jensen's Alpha

-1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.43

Jensen's Alpha

-1.12

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.4

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.79

High:

ABBV

72.33

Low:

MAIN

9.13

Details

213.26

High:

541.29

Low:

MRK

0.25

Details

Price/Book

7.56

High:

ABBV

91.84

Low:

MCD

-58.64

Details

Price/Sales

3.88

High:

NVDA

19.21

Low:

UNH

1.05

Details

Price/CF

21.04

High:

NVDA

54.98

Low:

COP

5.96

Details

Price/FCF

48.58

High:

PEP

5,253.35

Low:

AMP.US

7.19

Details

Depth

Start

End

Total months

-17.42%

Apr 2022

Dec 2023

-10.13%

Dec 2024

-4.36%

Sep 2021

Oct 2021

-3.38%

Jan 2022

Mar 2022

-3.08%

Apr 2024

Jun 2024

-2.63%

Nov 2021

Dec 2021

-1.5%

Oct 2024

Nov 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 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 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