Portfolio of AussieEconomy on eToro

AussieEconomy

🇩🇰 Stock Smart Portfolio.

260 copiers.

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

Summary

+8.71%

This Month

+12.43%

Year To Date

+38.39%

2 Years

+60.97%

5 Years

+60.97%

10 Years

+12.92%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
35.11%
🖥️ Technology Services
16.63%
⛏️ Energy Minerals
12.29%
💇‍♀️ Consumer Services
6.91%
🧬 Health Technology
4.52%
🛠️ Producer Manufacturing
3.47%
🛍️ Retail Trade
2.92%
🚚 Transportation
2.86%
🧪 Process Industries
2.79%
💰 Finance
2.31%
⚡ Utilities
2.3%
💼 Commercial Services
2.23%
🏥 Health Services
2.04%
🏭 Industrial Services
2.03%
💵 Cash
1.83%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
98.42%

Countries Breakdown

Country
Total

🇦🇺 Australia
98.42%

Dividends

Dividend Yield

1.99%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AGL.ASX (5.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WDS.ASX	0.15%	4.95%	$2.16
STO.ASX	0.15%	4.23%	$0.4
AGL.ASX	0.13%	5.72%	$0.49
QBE.ASX	0.12%	4.99%	$0.62
QAN.ASX	0.11%	3.94%	-
BSL.ASX	0.11%	3.06%	$0.5
NST.ASX	0.1%	2.27%	$0.31
SHL.ASX	0.1%	5.02%	$1.05
WOR.ASX	0.09%	4.6%	$0.5
RIO.ASX	0.08%	3.33%	$6.54
FLT.ASX	0.08%	3.26%	$0.28
ORI.ASX	0.08%	2.74%	$0.44
ALD.ASX	0.07%	2.4%	$2.15
EVN.ASX	0.07%	2.11%	$0.04
CAR.ASX	0.07%	2.97%	$0.67
WOW.ASX	0.07%	2.33%	$1.05
RMS.ASX	0.07%	1.99%	-
S32.ASX	0.06%	1.09%	$0.06
SEK.ASX	0.05%	3.47%	$0.42
ALL.ASX	0.04%	1.61%	$0.7
ALQ.ASX	0.04%	1.91%	$0.39
CIA.ASX	0.04%	3.68%	$0.22
WHC.ASX	0.03%	1.23%	$0.49
TNE.ASX	0.02%	0.85%	$0.17
HUB.ASX	0.02%	0.88%	$0.37
WGX.ASX	0.01%	0.47%	-
WTC.ASX	0.01%	0.49%	$0.16
CMM.ASX	0.01%	0.28%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.51

0.8

1.2

Sharpe Ratio

0.49

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-1.68

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.73

-1

0.3

0.6

Calmar Ratio

1.32

0.3

0.6

Beta

0.51

0.8

1.2

Sharpe Ratio

0.49

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-1.68

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.73

-1

0.3

0.6

Calmar Ratio

1.32

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.01

High:

ALD.ASX

120.21

Low:

TLX.ASX

-500.62

Details

PEG Ratio

60.63

High:

TNE.ASX

1,127.4

Low:

NXT.ASX

-912.11

Details

Price/Book

2.29

High:

TNE.ASX

23.55

Low:

WOR.ASX

1.02

Details

Price/Sales

1.94

High:

NXT.ASX

20.02

Low:

ALD.ASX

0.32

Details

Price/CF

8.53

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

28.85

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

Details

P/E Ratio

21.01

High:

ALD.ASX

120.21

Low:

TLX.ASX

-500.62

Details

PEG Ratio

60.63

High:

TNE.ASX

1,127.4

Low:

NXT.ASX

-912.11

Details

Price/Book

2.29

High:

TNE.ASX

23.55

Low:

WOR.ASX

1.02

Details

Price/Sales

1.94

High:

NXT.ASX

20.02

Low:

ALD.ASX

0.32

Details

Price/CF

8.53

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

28.85

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-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.

260 copiers.

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

Summary

+8.71%

This Month

+12.43%

Year To Date

+38.39%

2 Years

+60.97%

5 Years

+60.97%

10 Years

+12.92%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
35.11%
🖥️ Technology Services
16.63%
⛏️ Energy Minerals
12.29%
💇‍♀️ Consumer Services
6.91%
🧬 Health Technology
4.52%
🛠️ Producer Manufacturing
3.47%
🛍️ Retail Trade
2.92%
🚚 Transportation
2.86%
🧪 Process Industries
2.79%
💰 Finance
2.31%
⚡ Utilities
2.3%
💼 Commercial Services
2.23%
🏥 Health Services
2.04%
🏭 Industrial Services
2.03%
💵 Cash
1.83%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
98.42%

Countries Breakdown

Country
Total

🇦🇺 Australia
98.42%

Dividends

Dividend Yield

1.99%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AGL.ASX (5.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WDS.ASX	0.15%	4.95%	$2.16
STO.ASX	0.15%	4.23%	$0.4
AGL.ASX	0.13%	5.72%	$0.49
QBE.ASX	0.12%	4.99%	$0.62
QAN.ASX	0.11%	3.94%	-
BSL.ASX	0.11%	3.06%	$0.5
NST.ASX	0.1%	2.27%	$0.31
SHL.ASX	0.1%	5.02%	$1.05
WOR.ASX	0.09%	4.6%	$0.5
RIO.ASX	0.08%	3.33%	$6.54
FLT.ASX	0.08%	3.26%	$0.28
ORI.ASX	0.08%	2.74%	$0.44
ALD.ASX	0.07%	2.4%	$2.15
EVN.ASX	0.07%	2.11%	$0.04
CAR.ASX	0.07%	2.97%	$0.67
WOW.ASX	0.07%	2.33%	$1.05
RMS.ASX	0.07%	1.99%	-
S32.ASX	0.06%	1.09%	$0.06
SEK.ASX	0.05%	3.47%	$0.42
ALL.ASX	0.04%	1.61%	$0.7
ALQ.ASX	0.04%	1.91%	$0.39
CIA.ASX	0.04%	3.68%	$0.22
WHC.ASX	0.03%	1.23%	$0.49
TNE.ASX	0.02%	0.85%	$0.17
HUB.ASX	0.02%	0.88%	$0.37
WGX.ASX	0.01%	0.47%	-
WTC.ASX	0.01%	0.49%	$0.16
CMM.ASX	0.01%	0.28%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.51

0.8

1.2

Sharpe Ratio

0.49

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-1.68

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.73

-1

0.3

0.6

Calmar Ratio

1.32

0.3

0.6

Beta

0.51

0.8

1.2

Sharpe Ratio

0.49

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-1.68

-2

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.73

-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	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