Portfolio of AussieEconomy on eToro

AussieEconomy

🇩🇰 Stock Smart Portfolio.

252 copiers.

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

Summary

-2.53%

This Month

+2.23%

Year To Date

+24.48%

2 Years

+46.36%

5 Years

+46.36%

10 Years

+9.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
31.13%
🖥️ Technology Services
14.93%
⛏️ Energy Minerals
13.83%
💇‍♀️ Consumer Services
7.37%
🧬 Health Technology
4.48%
🛠️ Producer Manufacturing
4.04%
🛍️ Retail Trade
3.44%
💵 Cash
3.21%
🧪 Process Industries
3.17%
💰 Finance
3.05%
🚚 Transportation
2.86%
⚡ Utilities
2.51%
💼 Commercial Services
2.19%
🏥 Health Services
1.95%
🏭 Industrial Services
1.92%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
96.86%

Countries Breakdown

Country
Total

🇦🇺 Australia
96.86%

Dividends

Dividend Yield

2.54%

30 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ALD.ASX (6.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ALD.ASX	0.19%	6.18%	$2.15
WDS.ASX	0.17%	4.82%	$2.16
BSL.ASX	0.16%	3.99%	$0.5
S32.ASX	0.16%	3.04%	$0.06
STO.ASX	0.15%	3.3%	$0.4
AGL.ASX	0.14%	5.71%	$0.49
QAN.ASX	0.14%	4.74%	-
QBE.ASX	0.13%	4.28%	$0.62
NST.ASX	0.11%	2.18%	$0.31
SHL.ASX	0.11%	5.75%	$1.05
WOR.ASX	0.1%	5.31%	$0.5
EVN.ASX	0.09%	3.39%	$0.04
RIO.ASX	0.09%	3.87%	$6.54
FLT.ASX	0.09%	3.78%	$0.28
ORI.ASX	0.08%	2.63%	$0.44
WOW.ASX	0.08%	2.33%	$1.05
CAR.ASX	0.08%	3.47%	$0.67
SEK.ASX	0.06%	3.91%	$0.42
RMS.ASX	0.05%	1.68%	-
ALL.ASX	0.05%	1.56%	$0.7
PLS.ASX	0.05%	1.73%	$0.25
ALQ.ASX	0.05%	2.12%	$0.39
CIA.ASX	0.04%	5.67%	$0.22
WGX.ASX	0.04%	1.96%	-
WHC.ASX	0.04%	1.3%	$0.49
TNE.ASX	0.03%	0.88%	$0.17
HUB.ASX	0.02%	1.16%	$0.37
GMD.ASX	0.02%	0.72%	-
CMM.ASX	0.02%	0.72%	-
WTC.ASX	0.01%	0.56%	$0.16

Next Dividends

Stock	Type	Date	Pay Per Share
ALL.ASX	Ex-Dividend	Nov 30, 2026	$0.36
RIO.ASX	Ex-Dividend	Feb 11, 2027	$2.54
QBE.ASX	Ex-Dividend	Feb 18, 2027	$0.55
STO.ASX	Ex-Dividend	Feb 22, 2027	$0.10
AGL.ASX	Ex-Dividend	Mar 1, 2027	$0.17
WHC.ASX	Ex-Dividend	Mar 1, 2027	$0.03
WOR.ASX	Ex-Dividend	Mar 1, 2027	$0.18
EVN.ASX	Ex-Dividend	Mar 2, 2027	$0.14
WOW.ASX	Ex-Dividend	Mar 3, 2027	$0.32
SHL.ASX	Ex-Dividend	Mar 6, 2027	$0.32
NST.ASX	Ex-Dividend	Mar 6, 2027	$0.18
BSL.ASX	Ex-Dividend	Mar 6, 2027	$0.46
SEK.ASX	Ex-Dividend	Mar 7, 2027	$0.19
WDS.ASX	Ex-Dividend	Mar 8, 2027	$0.59
WTC.ASX	Ex-Dividend	Mar 9, 2027	$0.07

Performance Metrics

Score 5.7/10

Beta

0.52

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

1.58

0.3

0.6

Beta

0.52

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

1.58

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

17.65

High:

BGL.ASX

316.67

Low:

MP1.ASX

-97.95

Details

PEG Ratio

1.64

High:

TNE.ASX

11.03

Low:

ALD.ASX

0.01

Details

Price/Book

2.28

High:

TNE.ASX

23.05

Low:

WOR.ASX

0.96

Details

Price/Sales

1.82

High:

TNE.ASX

15.73

Low:

ALD.ASX

0.26

Details

Price/CF

9.02

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.33

Details

Price/FCF

32.08

High:

BSL.ASX

1,741.67

Low:

WEB.ASX

7.72

Details

P/E Ratio

17.65

High:

BGL.ASX

316.67

Low:

MP1.ASX

-97.95

Details

PEG Ratio

1.64

High:

TNE.ASX

11.03

Low:

ALD.ASX

0.01

Details

Price/Book

2.28

High:

TNE.ASX

23.05

Low:

WOR.ASX

0.96

Details

Price/Sales

1.82

High:

TNE.ASX

15.73

Low:

ALD.ASX

0.26

Details

Price/CF

9.02

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.33

Details

Price/FCF

32.08

High:

BSL.ASX

1,741.67

Low:

WEB.ASX

7.72

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.93%	Sep 2026	-	2
-7.65%	Feb 2026	Aug 2026	6
-7.42%	Aug 2023	Feb 2024	6
-5.28%	Feb 2025	May 2025	3
-4.49%	Dec 2022	Jan 2023	1
-4.42%	Oct 2024	Jan 2025	3
-3.52%	May 2024	Sep 2024	4
-3.51%	Feb 2023	Jul 2023	5
-2.8%	Sep 2022	Oct 2022	1

Monthly Performance

Portfolio of AussieEconomy on eToro

AussieEconomy

🇩🇰 Stock Smart Portfolio.

252 copiers.

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

Summary

-2.53%

This Month

+2.23%

Year To Date

+24.48%

2 Years

+46.36%

5 Years

+46.36%

10 Years

+9.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
31.13%
🖥️ Technology Services
14.93%
⛏️ Energy Minerals
13.83%
💇‍♀️ Consumer Services
7.37%
🧬 Health Technology
4.48%
🛠️ Producer Manufacturing
4.04%
🛍️ Retail Trade
3.44%
💵 Cash
3.21%
🧪 Process Industries
3.17%
💰 Finance
3.05%
🚚 Transportation
2.86%
⚡ Utilities
2.51%
💼 Commercial Services
2.19%
🏥 Health Services
1.95%
🏭 Industrial Services
1.92%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
96.86%

Countries Breakdown

Country
Total

🇦🇺 Australia
96.86%

Dividends

Dividend Yield

2.54%

30 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ALD.ASX (6.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ALD.ASX	0.19%	6.18%	$2.15
WDS.ASX	0.17%	4.82%	$2.16
BSL.ASX	0.16%	3.99%	$0.5
S32.ASX	0.16%	3.04%	$0.06
STO.ASX	0.15%	3.3%	$0.4
AGL.ASX	0.14%	5.71%	$0.49
QAN.ASX	0.14%	4.74%	-
QBE.ASX	0.13%	4.28%	$0.62
NST.ASX	0.11%	2.18%	$0.31
SHL.ASX	0.11%	5.75%	$1.05
WOR.ASX	0.1%	5.31%	$0.5
EVN.ASX	0.09%	3.39%	$0.04
RIO.ASX	0.09%	3.87%	$6.54
FLT.ASX	0.09%	3.78%	$0.28
ORI.ASX	0.08%	2.63%	$0.44
WOW.ASX	0.08%	2.33%	$1.05
CAR.ASX	0.08%	3.47%	$0.67
SEK.ASX	0.06%	3.91%	$0.42
RMS.ASX	0.05%	1.68%	-
ALL.ASX	0.05%	1.56%	$0.7
PLS.ASX	0.05%	1.73%	$0.25
ALQ.ASX	0.05%	2.12%	$0.39
CIA.ASX	0.04%	5.67%	$0.22
WGX.ASX	0.04%	1.96%	-
WHC.ASX	0.04%	1.3%	$0.49
TNE.ASX	0.03%	0.88%	$0.17
HUB.ASX	0.02%	1.16%	$0.37
GMD.ASX	0.02%	0.72%	-
CMM.ASX	0.02%	0.72%	-
WTC.ASX	0.01%	0.56%	$0.16

Next Dividends

Stock	Type	Date	Pay Per Share
ALL.ASX	Ex-Dividend	Nov 30, 2026	$0.36
RIO.ASX	Ex-Dividend	Feb 11, 2027	$2.54
QBE.ASX	Ex-Dividend	Feb 18, 2027	$0.55
STO.ASX	Ex-Dividend	Feb 22, 2027	$0.10
AGL.ASX	Ex-Dividend	Mar 1, 2027	$0.17
WHC.ASX	Ex-Dividend	Mar 1, 2027	$0.03
WOR.ASX	Ex-Dividend	Mar 1, 2027	$0.18
EVN.ASX	Ex-Dividend	Mar 2, 2027	$0.14
WOW.ASX	Ex-Dividend	Mar 3, 2027	$0.32
SHL.ASX	Ex-Dividend	Mar 6, 2027	$0.32
NST.ASX	Ex-Dividend	Mar 6, 2027	$0.18
BSL.ASX	Ex-Dividend	Mar 6, 2027	$0.46
SEK.ASX	Ex-Dividend	Mar 7, 2027	$0.19
WDS.ASX	Ex-Dividend	Mar 8, 2027	$0.59
WTC.ASX	Ex-Dividend	Mar 9, 2027	$0.07

Performance Metrics

Score 5.7/10

Beta

0.52

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

1.58

0.3

0.6

Beta

0.52

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

0.71

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

-0.47

-1

0.3

0.6

Calmar Ratio

1,741.67

Low:

WEB.ASX

7.72

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.93%	Sep 2026	-	2
-7.65%	Feb 2026	Aug 2026	6
-7.42%	Aug 2023	Feb 2024	6
-5.28%	Feb 2025	May 2025	3
-4.49%	Dec 2022	Jan 2023	1
-4.42%	Oct 2024	Jan 2025	3
-3.52%	May 2024	Sep 2024	4
-3.51%	Feb 2023	Jul 2023	5
-2.8%	Sep 2022	Oct 2022	1