Portfolio of Amirimukungu on eToro

Amirimukungu

🇬🇧 Stock Growth 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

-0.55%

This Month

+5.65%

Year To Date

+30.03%

2 Years

+34.11%

5 Years

+34.11%

10 Years

+7.61%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
21.97%
💻 Electronic Technology
12.58%
🧬 Health Technology
12.32%
🍞 Consumer Non Durables
11.47%
🖥️ Technology Services
8.41%
🛍️ Retail Trade
6.9%
🏥 Health Services
4.49%
💇‍♀️ Consumer Services
4.29%
💼 Commercial Services
3.66%
⚡ Utilities
3.57%
⛏️ Energy Minerals
3.19%
🛠️ Producer Manufacturing
3.09%
📊 ETFs
2.26%
🏭 Industrial Services
1.49%
💵 Cash
0.35%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.65%
🇺🇸 Nasdaq
26.06%

Countries Breakdown

Country
Total

🇺🇸 United States
96.7%
🇩🇰 Denmark
0.75%

Dividends

Dividend Yield

2.42%

33 out of 34 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $EPD (6.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.26%	5.38%	$3.09
MRK	0.2%	3.82%	$3.04
PEP	0.15%	3.79%	$5.15
JNJ	0.14%	2.85%	$4.81
UNH	0.12%	2.73%	$7.74
KO	0.12%	2.97%	$1.89
MAIN	0.12%	4.53%	$2.85
COP	0.11%	3.36%	$3.25
EPD	0.1%	6.76%	$2.03
ETR	0.1%	2.74%	$4.46
MCD	0.1%	2.25%	$6.53
STAG	0.09%	4.02%	$1.47
SCHD	0.09%	3.87%	-
PG	0.09%	2.58%	$3.83
EPRT	0.08%	3.83%	$1.14
CSCO	0.08%	2.44%	$1.58
TXN	0.07%	2.89%	$5.14
AMP.US	0.06%	1.26%	$5.53
ABBV	0.05%	3.04%	$6.06
MSFT	0.05%	0.67%	$3
CAT	0.04%	1.36%	$5.31
JPM	0.04%	1.8%	$4.4
WMT	0.03%	0.94%	$0.81
LOW	0.03%	1.74%	$4.45
SPGI	0.03%	0.7%	$3.62
AFL	0.02%	2.09%	$1.84
NVO	0.02%	2.23%	$0.98
V	0.02%	0.69%	$2.01
LMT	0.01%	2.85%	$12.45
AVGO	0.01%	0.7%	$19.7
AAPL	0.01%	0.43%	$0.97
GOOG	0.01%	0.35%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MAIN	Ex-Dividend	Sep 8, 2025	$0.26
JNJ	Pay Day	Sep 9, 2025	$1.30
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
O	Pay Day	Sep 15, 2025	$0.27
MAIN	Pay Day	Sep 15, 2025	$0.26
MCD	Pay Day	Sep 16, 2025	$1.77
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
UNH	Pay Day	Sep 23, 2025	$2.21
LMT	Pay Day	Sep 26, 2025	$3.30
PEP	Pay Day	Sep 30, 2025	$1.42
AVGO	Pay Day	Sep 30, 2025	$0.59
STAG	Ex-Dividend	Sep 30, 2025	$0.12
KO	Pay Day	Oct 1, 2025	$0.51
NVDA	Pay Day	Oct 2, 2025	$0.01
CSCO	Ex-Dividend	Oct 3, 2025	$0.41
MRK	Pay Day	Oct 7, 2025	$0.81
ABBV	Ex-Dividend	Oct 15, 2025	$1.64
STAG	Pay Day	Oct 15, 2025	$0.12
CSCO	Pay Day	Oct 22, 2025	$0.41
LOW	Ex-Dividend	Oct 22, 2025	$1.20
LOW	Pay Day	Nov 5, 2025	$1.20
ABBV	Pay Day	Nov 14, 2025	$1.64
WMT	Ex-Dividend	Dec 12, 2025	$0.24
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 3.4/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.62

-3

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.68

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.62

-3

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.68

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.08

High:

ABBV

101.16

Low:

MAIN

10.96

Details

PEG Ratio

922.51

High:

AAPL

24,772.26

Low:

UNH

26.12

Details

Price/Book

10.1

High:

AAPL

54.09

Low:

ABBV

-2,051.74

Details

Price/Sales

5.9

High:

AVGO

27.16

Low:

UNH

0.68

Details

Price/CF

24.68

High:

233.26

Low:

COP

5.7

Details

Price/FCF

57.44

High:

PEP

5,253.35

Low:

AMP.US

7.03

Details