Effective portfolio of Andrewangsu on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
SBSW	0.56%	6.83%	$0.3
PBF	0.14%	4.4%	$0.95
0968.HK	0.07%	8.59%	$0.23
ABBN.ZU	0.05%	1.71%	$0.87
MSFT	0.04%	0.65%	$3
IBE.MC	0.04%	3.29%	$0.45
ROCKB.CO	0.03%	2.16%	$43
BIL	0.03%	4.68%	-
GAW.L	0.03%	3.11%	$5.5
ETN	0.02%	1.03%	$3.6
PRY.MI	0.02%	1.24%	$0.7
GRMN	0.02%	1.59%	$3.71
GOOG	0.02%	0.42%	$0.2
TT	0.02%	0.83%	$3.27
SU.PA	0.02%	1.65%	$3.5
NEE	0.02%	2.84%	$1.97
C	0.02%	2.45%	$2.12
01211.HK	0.02%	1.14%	$3.41
SW	0.02%	3.22%	$1.18
NEX.PA	0.02%	2.26%	$2.3
SH	0.02%	5.66%	-
LGEN.L	0.01%	8.22%	$0.2
AV.L	0.01%	5.59%	$0.33
GS	0.01%	1.84%	$11
JPM	0.01%	1.82%	$4.4
IAG.L	0.01%	1.89%	-
TRIG.L	0.01%	7.6%	$0.07
UI	0.01%	0.53%	$2.4
SIE.DE	0.01%	2.31%	$4.7
RIO.L	0.01%	6.71%	$3.41
OSB.L	0.01%	5.92%	$0.32
V	0.01%	0.65%	$2.01
BP.L	0.01%	6.1%	$0.23
AXP	0.01%	1%	$2.6
VIE.PA	0.01%	4.57%	$1.25
VRSK	0.01%	0.56%	$1.46
XLE	0.01%	3.5%	-
SHEL.L	0.01%	4.12%	$0.8
PG	0.01%	2.66%	$3.83
MIDD.L	0.01%	3.14%	-
CSCO	0.01%	2.37%	$1.58
IJR	0.01%	2.24%	-
TSCO.L	0.01%	3.23%	$0.12
TGT	0.01%	4.41%	$4.42
ISF.L	0.01%	3.54%	-
CARR	0.01%	1.14%	$0.76
KRE	0%	2.75%	-
IJH	0%	1.38%	-
SSE.L	0%	3.33%	$0.6
INTU	0%	0.54%	$3.6
SAN.PA	0%	4.76%	$3.76
KO	0%	2.87%	$1.89
RR.L	0%	0.6%	-
GRG.L	0%	4.02%	$0.6
CRM	0%	0.62%	$0.4
XLU	0%	2.78%	-
ABF.L	0%	2.87%	$0.54
GE	0%	0.49%	$0.44
BCC	0%	1%	$0.8
AZN.L	0%	2.4%	$2.28
NXT.L	0%	1.91%	$2.07
WAB	0%	0.45%	$0.74
QCOM	0%	2.19%	$3.25
SPGI	0%	0.72%	$3.62
XLF	0%	1.4%	-
XLV	0%	1.76%	-
DGE.L	0%	4.22%	$0.81
ECL	0%	0.94%	$2.24
NKE	0%	2.12%	$1.45
META	0%	0.29%	$1
COST	0%	0.52%	$19.22
GOOGL	0%	0.43%	$0.2
DIS	0%	0.83%	$0.75
0700.HK	0%	0.87%	$3.4
NVDA	0%	0.02%	$0.02
NESTE.HE	0%	1.53%	$1.2
XBI	0%	0.17%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CSCO	Pay Day	Jul 23, 2025	$0.41
DIS	Pay Day	Jul 23, 2025	$0.50
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
GE	Pay Day	Jul 25, 2025	$0.36
01211.HK	Pay Day	Jul 29, 2025	$0.55
IBE.MC	Pay Day	Jul 30, 2025	$0.46
JPM	Pay Day	Jul 31, 2025	$1.40
COST	Ex-Dividend	Aug 1, 2025	$1.30
NXT.L	Pay Day	Aug 1, 2025	$2.04
C	Ex-Dividend	Aug 4, 2025	$0.60
AXP	Pay Day	Aug 8, 2025	$0.82
CARR	Pay Day	Aug 8, 2025	$0.22
TGT	Ex-Dividend	Aug 13, 2025	$1.14
WAB	Ex-Dividend	Aug 14, 2025	$0.25
PG	Pay Day	Aug 15, 2025	$1.06
COST	Pay Day	Aug 15, 2025	$1.30
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
C	Pay Day	Aug 22, 2025	$0.60
SPGI	Ex-Dividend	Aug 26, 2025	$0.96
WAB	Pay Day	Aug 28, 2025	$0.25
GS	Ex-Dividend	Aug 29, 2025	$4.00
TGT	Pay Day	Sep 1, 2025	$1.14
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
TT	Ex-Dividend	Sep 5, 2025	$0.94
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
GRMN	Ex-Dividend	Sep 12, 2025	$0.90
KO	Ex-Dividend	Sep 15, 2025	$0.51
SSE.L	Pay Day	Sep 18, 2025	$0.58
QCOM	Pay Day	Sep 25, 2025	$0.89
GRMN	Pay Day	Sep 26, 2025	$0.90
GS	Pay Day	Sep 29, 2025	$4.00
TT	Pay Day	Sep 30, 2025	$0.94
KO	Pay Day	Oct 1, 2025	$0.51

Performance Metrics

Score 2.6/10

Beta

0.9

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.52

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.94

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.52

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.94

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.1

High:

PLTR

670.39

Low:

CRWD

-681.21

Details

PEG Ratio

171.41

High:

9,978.59

Low:

IOT

-315.69

Details

Price/Book

10.72

High:

VRSK

343.52

Low:

RR.L

-93.26

Details

Price/Sales

8.85

High:

PLTR

125.81

Low:

PBF

0.09

Details

Price/CF

21.34

High:

TTWO

18,296.3

Low:

AV.L

1.83

Details

Price/FCF

43.94

High:

NEE

2,356.18

Low:

AV.L

2.08

Details

P/E Ratio

36.1

High:

PLTR

670.39

Low:

CRWD

-681.21

Details

Worst Drawdowns

Depth	Start	End	Total months
-34.58%	Nov 2021	Jul 2025	44
-5.15%	Sep 2021	Oct 2021	1
-1.62%	Jul 2021	Aug 2021	1
-0.58%	Feb 2021	Apr 2021	2

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.82%
🛠️ Producer Manufacturing
14.25%
💻 Electronic Technology
11.51%
🪨 Non Energy Minerals
9.85%
💰 Finance
6.79%
🛍️ Retail Trade
4.99%
⛏️ Energy Minerals
3.47%
📊 ETFs
2.83%
💵 Cash
2.82%
⚡ Utilities
2.2%
🚗 Consumer Durables
1.44%
🏥 Health Services
1.33%
🍞 Consumer Non Durables
0.95%
🧬 Health Technology
0.83%
🚚 Transportation
0.82%
🧪 Process Industries
0.72%
📦 Distribution Services
0.36%
💇‍♀️ Consumer Services
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
37.91%
🇺🇸 NYSE
36.68%
🇬🇧 LSE
4.7%
🇭🇰 Hong Kong Exchanges
3.13%
🇨🇭 SIX
2.85%
🇫🇷 Euronext Paris
2.14%
🇮🇹 Borsa Italiana
1.75%
🇩🇰 Copenhagen Stock Exchange
1.43%
🇪🇸 Bolsa De Madrid
1.21%
🇩🇪 FRA
0.46%
🇫🇮 Helsinki Stock Exchange
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
50.39%
🇿🇦 South Africa
8.26%
🇮🇪 Ireland
5.78%
🇬🇧 United Kingdom
4.63%
🇨🇭 Switzerland
4.15%
🇱🇺 Luxembourg
3.27%
🇨🇳 China
3.14%
🇫🇷 France
2.14%
🇺🇾 Uruguay
2.07%
🇮🇹 Italy
1.75%
🇩🇰 Denmark
1.43%
🇪🇸 Spain
1.21%
🇮🇱 Israel
0.73%
🇩🇪 Germany
0.46%
🇫🇮 Finland
0.04%
🇬🇮 Gibraltar
0.01%

Dividends

Dividend Yield

1.53%

77 out of 103 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $0968.HK (8.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBSW	0.56%	6.83%	$0.3
PBF	0.14%	4.4%	$0.95
0968.HK	0.07%	8.59%	$0.23
ABBN.ZU	0.05%	1.71%	$0.87
MSFT	0.04%	0.65%	$3
IBE.MC	0.04%	3.29%	$0.45
ROCKB.CO	0.03%	2.16%	$43
BIL	0.03%	4.68%	-
GAW.L	0.03%	3.11%	$5.5
ETN	0.02%	1.03%	$3.6
PRY.MI	0.02%	1.24%	$0.7
GRMN	0.02%	1.59%	$3.71
GOOG	0.02%	0.42%	$0.2
TT	0.02%	0.83%	$3.27
SU.PA	0.02%	1.65%	$3.5
NEE	0.02%	2.84%	$1.97
C	0.02%	2.45%	$2.12
01211.HK	0.02%	1.14%	$3.41
SW	0.02%	3.22%	$1.18
NEX.PA	0.02%	2.26%	$2.3
SH	0.02%	5.66%	-
LGEN.L	0.01%	8.22%	$0.2
AV.L	0.01%	5.59%	$0.33
GS	0.01%	1.84%	$11
JPM	0.01%	1.82%	$4.4
IAG.L	0.01%	1.89%	-
TRIG.L	0.01%	7.6%	$0.07
UI	0.01%	0.53%	$2.4
SIE.DE	0.01%	2.31%	$4.7
RIO.L	0.01%	6.71%	$3.41
OSB.L	0.01%	5.92%	$0.32
V	0.01%	0.65%	$2.01
BP.L	0.01%	6.1%	$0.23
AXP	0.01%	1%	$2.6
VIE.PA	0.01%	4.57%	$1.25
VRSK	0.01%	0.56%	$1.46
XLE	0.01%	3.5%	-
SHEL.L	0.01%	4.12%	$0.8
PG	0.01%	2.66%	$3.83
MIDD.L	0.01%	3.14%	-
CSCO	0.01%	2.37%	$1.58
IJR	0.01%	2.24%	-
TSCO.L	0.01%	3.23%	$0.12
TGT	0.01%	4.41%	$4.42
ISF.L	0.01%	3.54%	-
CARR	0.01%	1.14%	$0.76
KRE	0%	2.75%	-
IJH	0%	1.38%	-
SSE.L	0%	3.33%	$0.6
INTU	0%	0.54%	$3.6
SAN.PA	0%	4.76%	$3.76
KO	0%	2.87%	$1.89
RR.L	0%	0.6%	-
GRG.L	0%	4.02%	$0.6
CRM	0%	0.62%	$0.4
XLU	0%	2.78%	-
ABF.L	0%	2.87%	$0.54
GE	0%	0.49%	$0.44
BCC	0%	1%	$0.8
AZN.L	0%	2.4%	$2.28
NXT.L	0%	1.91%	$2.07
WAB	0%	0.45%	$0.74
QCOM	0%	2.19%	$3.25
SPGI	0%	0.72%	$3.62
XLF	0%	1.4%	-
XLV	0%	1.76%	-
DGE.L	0%	4.22%	$0.81
ECL	0%	0.94%	$2.24
NKE	0%	2.12%	$1.45
META	0%	0.29%	$1
COST	0%	0.52%	$19.22
GOOGL	0%	0.43%	$0.2
DIS	0%	0.83%	$0.75
0700.HK	0%	0.87%	$3.4
NVDA	0%	0.02%	$0.02
NESTE.HE	0%	1.53%	$1.2
XBI	0%	0.17%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CSCO	Pay Day	Jul 23, 2025	$0.41
DIS	Pay Day	Jul 23, 2025	$0.50
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
GE	Pay Day	Jul 25, 2025	$0.36
01211.HK	Pay Day	Jul 29, 2025	$0.55
IBE.MC	Pay Day	Jul 30, 2025	$0.46
JPM	Pay Day	Jul 31, 2025	$1.40
COST	Ex-Dividend	Aug 1, 2025	$1.30
NXT.L	Pay Day	Aug 1, 2025	$2.04
C	Ex-Dividend	Aug 4, 2025	$0.60
AXP	Pay Day	Aug 8, 2025	$0.82
CARR	Pay Day	Aug 8, 2025	$0.22
TGT	Ex-Dividend	Aug 13, 2025	$1.14
WAB	Ex-Dividend	Aug 14, 2025	$0.25
PG	Pay Day	Aug 15, 2025	$1.06
COST	Pay Day	Aug 15, 2025	$1.30
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
C	Pay Day	Aug 22, 2025	$0.60
SPGI	Ex-Dividend	Aug 26, 2025	$0.96
WAB	Pay Day	Aug 28, 2025	$0.25
GS	Ex-Dividend	Aug 29, 2025	$4.00
TGT	Pay Day	Sep 1, 2025	$1.14
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
TT	Ex-Dividend	Sep 5, 2025	$0.94
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
GRMN	Ex-Dividend	Sep 12, 2025	$0.90
KO	Ex-Dividend	Sep 15, 2025	$0.51
SSE.L	Pay Day	Sep 18, 2025	$0.58
QCOM	Pay Day	Sep 25, 2025	$0.89
GRMN	Pay Day	Sep 26, 2025	$0.90
GS	Pay Day	Sep 29, 2025	$4.00
TT	Pay Day	Sep 30, 2025	$0.94
KO	Pay Day	Oct 1, 2025	$0.51

Performance Metrics

Score 2.6/10

Beta

0.9

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.52

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.94

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.52

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.94

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.1

High:

PLTR

670.39

Low:

CRWD

-681.21

Details

171.41

High:

9,978.59

Low:

IOT

-315.69

Details

Price/Book

10.72

High:

VRSK

343.52

Low:

RR.L

-93.26

Details

Price/Sales

8.85

High:

PLTR

125.81

Low:

PBF

0.09

Details

Price/CF

21.34

High:

TTWO

18,296.3

Low:

AV.L

1.83

Details

Price/FCF

43.94

High:

NEE

2,356.18

Low:

AV.L

2.08

Details

Depth

Start

End

Total months

-34.58%

Nov 2021

Jul 2025

-5.15%

Sep 2021

Oct 2021

-1.62%

Jul 2021

Aug 2021

-0.58%

Feb 2021

Apr 2021

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