Portfolio of AussieEconomy on eToro

AussieEconomy

🇩🇰 Stock Smart Portfolio.

279 copiers.

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

Summary

+5.89%

This Month

+5.89%

Year To Date

+33.68%

2 Years

+51.61%

5 Years

+51.61%

10 Years

+13.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
36.67%
🖥️ Technology Services
17.7%
⛏️ Energy Minerals
10.2%
💇‍♀️ Consumer Services
8.08%
🛠️ Producer Manufacturing
3.49%
🚚 Transportation
3.39%
🧪 Process Industries
3.31%
🧬 Health Technology
3%
🏭 Industrial Services
2.42%
💼 Commercial Services
2.41%
🛍️ Retail Trade
2.31%
⚡ Utilities
2.31%
🏥 Health Services
2.23%
💰 Finance
2.16%
💵 Cash
0.34%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
99.69%

Countries Breakdown

Country
Total

🇦🇺 Australia
99.69%

Dividends

Dividend Yield

27 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WDS.ASX (7.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
STO.ASX	0.17%	6.03%	$0.4
WDS.ASX	0.16%	7.1%	$2.16
QAN.ASX	0.14%	4.1%	-
AGL.ASX	0.13%	5.51%	$0.49
S32.ASX	0.11%	2.24%	$0.06
NST.ASX	0.11%	1.92%	$0.31
QBE.ASX	0.1%	4.8%	$0.62
SHL.ASX	0.1%	4.59%	$1.05
WOR.ASX	0.09%	3.89%	$0.5
RIO.ASX	0.08%	3.9%	$6.54
FLT.ASX	0.08%	2.59%	$0.28
CIA.ASX	0.08%	3.46%	$0.22
ORI.ASX	0.07%	2.19%	$0.44
BSL.ASX	0.07%	2%	$0.5
RMS.ASX	0.07%	1.67%	-
CAR.ASX	0.07%	2.74%	$0.67
WOW.ASX	0.06%	2.77%	$1.05
SEK.ASX	0.05%	2.09%	$0.42
WHC.ASX	0.05%	1.67%	$0.49
EVN.ASX	0.04%	1.36%	$0.04
ALL.ASX	0.04%	1.67%	$0.7
ALQ.ASX	0.04%	1.63%	$0.39
ALD.ASX	0.03%	1.51%	$2.15
TNE.ASX	0.02%	1.02%	$0.17
HUB.ASX	0.01%	0.55%	$0.37
WGX.ASX	0.01%	0.4%	-
WTC.ASX	0.01%	0.36%	$0.16

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

-0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.11

0.75

1.25

Information Ratio

-0.65

-1

0.3

0.6

Calmar Ratio

1.45

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

-0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.11

0.75

1.25

Information Ratio

-0.65

-1

0.3

0.6

Calmar Ratio

1.45

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.59

High:

WEB.ASX

5,862.5

Low:

MP1.ASX

-6,838.89

Details

PEG Ratio

86.78

High:

CAR.ASX

399.25

Low:

ALQ.ASX

1.02

Details

Price/Book

2.4

High:

QAN.ASX

20.15

Low:

STO.ASX

0.82

Details

Price/Sales

High:

HUB.ASX

20.64

Low:

ALD.ASX

0.23

Details

Price/CF

High:

TLX.ASX

257.92

Low:

RMS.ASX

3.83

Details

Price/FCF

28.71

High:

ALQ.ASX

1,220.66

Low:

RMS.ASX

5.2

Details

P/E Ratio

21.59

High:

WEB.ASX

5,862.5

Low:

MP1.ASX

-6,838.89

Details

PEG Ratio

86.78

High:

CAR.ASX

399.25

Low:

ALQ.ASX

1.02

Details

Price/Book

2.4

High:

QAN.ASX

20.15

Low:

STO.ASX

0.82

Details

Price/Sales

High:

HUB.ASX

20.64

Low:

ALD.ASX

0.23

Details

Price/CF

High:

TLX.ASX

257.92

Low:

RMS.ASX

3.83

Details

Price/FCF

28.71

High:

ALQ.ASX

1,220.66

Low:

RMS.ASX

5.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-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.

279 copiers.

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

Summary

+5.89%

This Month

+5.89%

Year To Date

+33.68%

2 Years

+51.61%

5 Years

+51.61%

10 Years

+13.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
36.67%
🖥️ Technology Services
17.7%
⛏️ Energy Minerals
10.2%
💇‍♀️ Consumer Services
8.08%
🛠️ Producer Manufacturing
3.49%
🚚 Transportation
3.39%
🧪 Process Industries
3.31%
🧬 Health Technology
3%
🏭 Industrial Services
2.42%
💼 Commercial Services
2.41%
🛍️ Retail Trade
2.31%
⚡ Utilities
2.31%
🏥 Health Services
2.23%
💰 Finance
2.16%
💵 Cash
0.34%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
99.69%

Countries Breakdown

Country
Total

🇦🇺 Australia
99.69%

Dividends

Dividend Yield

27 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WDS.ASX (7.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
STO.ASX	0.17%	6.03%	$0.4
WDS.ASX	0.16%	7.1%	$2.16
QAN.ASX	0.14%	4.1%	-
AGL.ASX	0.13%	5.51%	$0.49
S32.ASX	0.11%	2.24%	$0.06
NST.ASX	0.11%	1.92%	$0.31
QBE.ASX	0.1%	4.8%	$0.62
SHL.ASX	0.1%	4.59%	$1.05
WOR.ASX	0.09%	3.89%	$0.5
RIO.ASX	0.08%	3.9%	$6.54
FLT.ASX	0.08%	2.59%	$0.28
CIA.ASX	0.08%	3.46%	$0.22
ORI.ASX	0.07%	2.19%	$0.44
BSL.ASX	0.07%	2%	$0.5
RMS.ASX	0.07%	1.67%	-
CAR.ASX	0.07%	2.74%	$0.67
WOW.ASX	0.06%	2.77%	$1.05
SEK.ASX	0.05%	2.09%	$0.42
WHC.ASX	0.05%	1.67%	$0.49
EVN.ASX	0.04%	1.36%	$0.04
ALL.ASX	0.04%	1.67%	$0.7
ALQ.ASX	0.04%	1.63%	$0.39
ALD.ASX	0.03%	1.51%	$2.15
TNE.ASX	0.02%	1.02%	$0.17
HUB.ASX	0.01%	0.55%	$0.37
WGX.ASX	0.01%	0.4%	-
WTC.ASX	0.01%	0.36%	$0.16

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

-0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.11

0.75

1.25

Information Ratio

-0.65

-1

0.3

0.6

Calmar Ratio

1.45

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

-0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.11

0.75

1.25

Information Ratio

-0.65

-1

0.3

0.6

Calmar Ratio

Low:

ALD.ASX

0.23

Details

High:

HUB.ASX

20.64

Low:

ALD.ASX

0.23

Details

Price/CF

High:

TLX.ASX

257.92

Low:

RMS.ASX

3.83

Details

Price/FCF

28.71

High:

ALQ.ASX

1,220.66

Low:

RMS.ASX

5.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-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