Portfolio of AussieEconomy on eToro

AussieEconomy

🇩🇰 Stock Smart Portfolio.

261 copiers.

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

Summary

-0.93%

This Month

+4.72%

Year To Date

+28.81%

2 Years

+49.93%

5 Years

+49.93%

10 Years

+11.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
34.3%
🖥️ Technology Services
17.94%
⛏️ Energy Minerals
12.37%
💇‍♀️ Consumer Services
5.78%
🛠️ Producer Manufacturing
3.94%
🧬 Health Technology
3.59%
🧪 Process Industries
3.07%
🚚 Transportation
2.98%
🛍️ Retail Trade
2.78%
🏭 Industrial Services
2.54%
💼 Commercial Services
2.49%
💰 Finance
2.46%
⚡ Utilities
2.32%
🏥 Health Services
1.87%
💵 Cash
1.73%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
98.43%

Countries Breakdown

Country
Total

🇦🇺 Australia
98.43%

Dividends

Dividend Yield

2.11%

28 out of 35 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $AGL.ASX (5.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WDS.ASX	0.16%	5.37%	$2.16
STO.ASX	0.16%	4.46%	$0.4
AGL.ASX	0.13%	5.75%	$0.49
NST.ASX	0.12%	2.76%	$0.31
QBE.ASX	0.12%	4.82%	$0.62
QAN.ASX	0.12%	3.95%	-
BSL.ASX	0.11%	2.87%	$0.5
SHL.ASX	0.11%	5.62%	$1.05
WOR.ASX	0.1%	3.85%	$0.5
RIO.ASX	0.09%	3.2%	$6.54
ORI.ASX	0.08%	2.64%	$0.44
FLT.ASX	0.08%	3.74%	$0.28
EVN.ASX	0.08%	2.81%	$0.04
RMS.ASX	0.07%	2.61%	-
CAR.ASX	0.07%	3.18%	$0.67
ALD.ASX	0.07%	2.78%	$2.15
WOW.ASX	0.07%	2.52%	$1.05
S32.ASX	0.07%	1.19%	$0.06
SEK.ASX	0.06%	3.79%	$0.42
ALL.ASX	0.05%	1.94%	$0.7
CIA.ASX	0.05%	3.05%	$0.22
ALQ.ASX	0.04%	1.79%	$0.39
WHC.ASX	0.03%	1.07%	$0.49
TNE.ASX	0.03%	0.87%	$0.17
HUB.ASX	0.02%	0.81%	$0.37
WGX.ASX	0.01%	0.61%	-
WTC.ASX	0.01%	0.53%	$0.16
CMM.ASX	0.01%	0.39%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ALQ.ASX	Ex-Dividend	Jun 12, 2026	$0.17
TNE.ASX	Pay Day	Jun 12, 2026	$0.06
ALL.ASX	Pay Day	Jul 1, 2026	$0.36
ORI.ASX	Pay Day	Jul 3, 2026	$0.21
ALQ.ASX	Pay Day	Jul 3, 2026	$0.17

Performance Metrics

Score 4.9/10

Beta

0.5

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-0.66

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

1.39

0.3

0.6

Beta

0.5

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-0.66

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

1.39

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.5

High:

ALD.ASX

104.16

Low:

TLX.ASX

-409.54

Details

PEG Ratio

36.95

High:

TNE.ASX

1,183.36

Low:

NXT.ASX

-1,071.08

Details

Price/Book

2.41

High:

TNE.ASX

24.72

Low:

STO.ASX

1.08

Details

Price/Sales

2.07

High:

NXT.ASX

23.51

Low:

ALD.ASX

0.28

Details

Price/CF

8.72

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

29.22

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

Details

P/E Ratio

22.5

High:

ALD.ASX

104.16

Low:

TLX.ASX

-409.54

Details

PEG Ratio

36.95

High:

TNE.ASX

1,183.36

Low:

NXT.ASX

-1,071.08

Details

Price/Book

2.41

High:

TNE.ASX

24.72

Low:

STO.ASX

1.08

Details

Price/Sales

2.07

High:

NXT.ASX

23.51

Low:

ALD.ASX

0.28

Details

Price/CF

8.72

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

29.22

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-7.65%	Feb 2026	-	5
-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.

261 copiers.

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

Summary

-0.93%

This Month

+4.72%

Year To Date

+28.81%

2 Years

+49.93%

5 Years

+49.93%

10 Years

+11.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
34.3%
🖥️ Technology Services
17.94%
⛏️ Energy Minerals
12.37%
💇‍♀️ Consumer Services
5.78%
🛠️ Producer Manufacturing
3.94%
🧬 Health Technology
3.59%
🧪 Process Industries
3.07%
🚚 Transportation
2.98%
🛍️ Retail Trade
2.78%
🏭 Industrial Services
2.54%
💼 Commercial Services
2.49%
💰 Finance
2.46%
⚡ Utilities
2.32%
🏥 Health Services
1.87%
💵 Cash
1.73%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
98.43%

Countries Breakdown

Country
Total

🇦🇺 Australia
98.43%

Dividends

Dividend Yield

2.11%

28 out of 35 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $AGL.ASX (5.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WDS.ASX	0.16%	5.37%	$2.16
STO.ASX	0.16%	4.46%	$0.4
AGL.ASX	0.13%	5.75%	$0.49
NST.ASX	0.12%	2.76%	$0.31
QBE.ASX	0.12%	4.82%	$0.62
QAN.ASX	0.12%	3.95%	-
BSL.ASX	0.11%	2.87%	$0.5
SHL.ASX	0.11%	5.62%	$1.05
WOR.ASX	0.1%	3.85%	$0.5
RIO.ASX	0.09%	3.2%	$6.54
ORI.ASX	0.08%	2.64%	$0.44
FLT.ASX	0.08%	3.74%	$0.28
EVN.ASX	0.08%	2.81%	$0.04
RMS.ASX	0.07%	2.61%	-
CAR.ASX	0.07%	3.18%	$0.67
ALD.ASX	0.07%	2.78%	$2.15
WOW.ASX	0.07%	2.52%	$1.05
S32.ASX	0.07%	1.19%	$0.06
SEK.ASX	0.06%	3.79%	$0.42
ALL.ASX	0.05%	1.94%	$0.7
CIA.ASX	0.05%	3.05%	$0.22
ALQ.ASX	0.04%	1.79%	$0.39
WHC.ASX	0.03%	1.07%	$0.49
TNE.ASX	0.03%	0.87%	$0.17
HUB.ASX	0.02%	0.81%	$0.37
WGX.ASX	0.01%	0.61%	-
WTC.ASX	0.01%	0.53%	$0.16
CMM.ASX	0.01%	0.39%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ALQ.ASX	Ex-Dividend	Jun 12, 2026	$0.17
TNE.ASX	Pay Day	Jun 12, 2026	$0.06
ALL.ASX	Pay Day	Jul 1, 2026	$0.36
ORI.ASX	Pay Day	Jul 3, 2026	$0.21
ALQ.ASX	Pay Day	Jul 3, 2026	$0.17

Performance Metrics

Score 4.9/10

Beta

0.5

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-0.66

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

1.39

0.3

0.6

Beta

0.5

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-0.66

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

-0.61

-1

0.3

0.6

Calmar Ratio

1,741.67

Low:

PLS.ASX

5.47

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-7.65%	Feb 2026	-	5
-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