Portfolio of AussieEconomy on eToro

AussieEconomy

🇩🇰 Stock Smart Portfolio.

303 copiers.

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

Summary

-4.25%

This Month

+3.24%

Year To Date

+23.19%

2 Years

+47.81%

5 Years

+47.81%

10 Years

+11.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
36.22%
🖥️ Technology Services
16.9%
⛏️ Energy Minerals
12%
💇‍♀️ Consumer Services
6.37%
🛠️ Producer Manufacturing
3.3%
🧬 Health Technology
3.26%
🧪 Process Industries
3.14%
🚚 Transportation
3.03%
🛍️ Retail Trade
2.93%
⚡ Utilities
2.74%
💼 Commercial Services
2.58%
💰 Finance
2.42%
🏥 Health Services
2.36%
🏭 Industrial Services
2.22%
💵 Cash
0.57%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
99.46%

Countries Breakdown

Country
Total

🇦🇺 Australia
99.46%

Dividends

Dividend Yield

2.19%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WDS.ASX (5.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
STO.ASX	0.17%	4.75%	$0.4
WDS.ASX	0.17%	5.46%	$2.16
AGL.ASX	0.14%	4.99%	$0.49
QBE.ASX	0.13%	5.24%	$0.62
QAN.ASX	0.12%	3.99%	-
BSL.ASX	0.11%	3.44%	$0.5
S32.ASX	0.11%	2.07%	$0.06
SHL.ASX	0.11%	4.64%	$1.05
NST.ASX	0.1%	1.87%	$0.31
WOR.ASX	0.1%	4.51%	$0.5
FLT.ASX	0.08%	3.37%	$0.28
RIO.ASX	0.08%	3.6%	$6.54
CAR.ASX	0.08%	3.25%	$0.67
ORI.ASX	0.08%	2.4%	$0.44
CIA.ASX	0.07%	4.48%	$0.22
WOW.ASX	0.07%	2.51%	$1.05
ALD.ASX	0.07%	3.09%	$2.15
EVN.ASX	0.07%	2.09%	$0.04
RMS.ASX	0.07%	1.8%	-
SEK.ASX	0.06%	2.99%	$0.42
ALL.ASX	0.05%	2%	$0.7
ALQ.ASX	0.04%	1.6%	$0.39
WHC.ASX	0.03%	1.15%	$0.49
TNE.ASX	0.03%	1.01%	$0.17
HUB.ASX	0.02%	0.72%	$0.37
WTC.ASX	0.01%	0.45%	$0.16
WGX.ASX	0.01%	0.42%	-
CMM.ASX	0.01%	0.35%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

1.57

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

1.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

1.69

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

1.57

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

1.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

1.69

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.04

High:

WEB.ASX

3,637.5

Low:

TLX.ASX

-310.46

Details

PEG Ratio

1.4

High:

TNE.ASX

384.12

Low:

NXT.ASX

-865.38

Details

Price/Book

2.34

High:

TNE.ASX

19.05

Low:

STO.ASX

1.01

Details

Price/Sales

High:

NXT.ASX

Low:

ALD.ASX

0.25

Details

Price/CF

8.81

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

30.32

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

Details

P/E Ratio

22.04

High:

WEB.ASX

3,637.5

Low:

TLX.ASX

-310.46

Details

PEG Ratio

1.4

High:

TNE.ASX

384.12

Low:

NXT.ASX

-865.38

Details

Price/Book

2.34

High:

TNE.ASX

19.05

Low:

STO.ASX

1.01

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
-4.48%	Feb 2026	-	2
-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.

303 copiers.

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

Summary

-4.25%

This Month

+3.24%

Year To Date

+23.19%

2 Years

+47.81%

5 Years

+47.81%

10 Years

+11.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
36.22%
🖥️ Technology Services
16.9%
⛏️ Energy Minerals
12%
💇‍♀️ Consumer Services
6.37%
🛠️ Producer Manufacturing
3.3%
🧬 Health Technology
3.26%
🧪 Process Industries
3.14%
🚚 Transportation
3.03%
🛍️ Retail Trade
2.93%
⚡ Utilities
2.74%
💼 Commercial Services
2.58%
💰 Finance
2.42%
🏥 Health Services
2.36%
🏭 Industrial Services
2.22%
💵 Cash
0.57%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
99.46%

Countries Breakdown

Country
Total

🇦🇺 Australia
99.46%

Dividends

Dividend Yield

2.19%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WDS.ASX (5.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
STO.ASX	0.17%	4.75%	$0.4
WDS.ASX	0.17%	5.46%	$2.16
AGL.ASX	0.14%	4.99%	$0.49
QBE.ASX	0.13%	5.24%	$0.62
QAN.ASX	0.12%	3.99%	-
BSL.ASX	0.11%	3.44%	$0.5
S32.ASX	0.11%	2.07%	$0.06
SHL.ASX	0.11%	4.64%	$1.05
NST.ASX	0.1%	1.87%	$0.31
WOR.ASX	0.1%	4.51%	$0.5
FLT.ASX	0.08%	3.37%	$0.28
RIO.ASX	0.08%	3.6%	$6.54
CAR.ASX	0.08%	3.25%	$0.67
ORI.ASX	0.08%	2.4%	$0.44
CIA.ASX	0.07%	4.48%	$0.22
WOW.ASX	0.07%	2.51%	$1.05
ALD.ASX	0.07%	3.09%	$2.15
EVN.ASX	0.07%	2.09%	$0.04
RMS.ASX	0.07%	1.8%	-
SEK.ASX	0.06%	2.99%	$0.42
ALL.ASX	0.05%	2%	$0.7
ALQ.ASX	0.04%	1.6%	$0.39
WHC.ASX	0.03%	1.15%	$0.49
TNE.ASX	0.03%	1.01%	$0.17
HUB.ASX	0.02%	0.72%	$0.37
WTC.ASX	0.01%	0.45%	$0.16
WGX.ASX	0.01%	0.42%	-
CMM.ASX	0.01%	0.35%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

1.57

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

1.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

1.69

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

1.57

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

1.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

Details

Price/CF

8.81

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

30.32

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

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
-4.48%	Feb 2026	-	2
-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