Portfolio of AussieEconomy on eToro

AussieEconomy

🇩🇰 Stock Smart Portfolio.

281 copiers.

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

Summary

+6.92%

This Month

+6.72%

Year To Date

+26.73%

2 Years

+52.79%

5 Years

+52.79%

10 Years

+12.56%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
35.66%
🖥️ Technology Services
16.39%
⛏️ Energy Minerals
11.7%
💇‍♀️ Consumer Services
6.09%
🧬 Health Technology
4.28%
🛠️ Producer Manufacturing
3.52%
🛍️ Retail Trade
3.06%
🚚 Transportation
3.02%
🧪 Process Industries
2.78%
⚡ Utilities
2.62%
💰 Finance
2.56%
💼 Commercial Services
2.37%
🏭 Industrial Services
2.3%
🏥 Health Services
2.06%
💵 Cash
1.72%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
98.41%

Countries Breakdown

Country
Total

🇦🇺 Australia
98.41%

Dividends

Dividend Yield

2.14%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHL.ASX (5.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
STO.ASX	0.16%	4.63%	$0.4
WDS.ASX	0.16%	5.2%	$2.16
AGL.ASX	0.14%	5.26%	$0.49
QBE.ASX	0.12%	4.82%	$0.62
QAN.ASX	0.12%	3.95%	-
BSL.ASX	0.12%	3.28%	$0.5
NST.ASX	0.11%	2.31%	$0.31
SHL.ASX	0.11%	5.32%	$1.05
WOR.ASX	0.1%	4.5%	$0.5
RIO.ASX	0.08%	3.34%	$6.54
FLT.ASX	0.08%	3.49%	$0.28
ORI.ASX	0.08%	2.79%	$0.44
CIA.ASX	0.08%	4.54%	$0.22
ALD.ASX	0.07%	3.15%	$2.15
CAR.ASX	0.07%	3.26%	$0.67
WOW.ASX	0.07%	2.4%	$1.05
EVN.ASX	0.07%	2.39%	$0.04
RMS.ASX	0.07%	2%	-
S32.ASX	0.07%	1.26%	$0.06
SEK.ASX	0.05%	3.16%	$0.42
ALL.ASX	0.04%	1.9%	$0.7
ALQ.ASX	0.04%	1.74%	$0.39
WHC.ASX	0.04%	1.31%	$0.49
TNE.ASX	0.02%	0.87%	$0.17
HUB.ASX	0.02%	0.71%	$0.37
WGX.ASX	0.01%	0.47%	-
WTC.ASX	0.01%	0.47%	$0.16
CMM.ASX	0.01%	0.43%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.9/10

Beta

0.53

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.79

Jensen's Alpha

-0.36

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

1.31

0.3

0.6

Beta

0.53

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.79

Jensen's Alpha

-0.36

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

1.31

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.19

High:

WEB.ASX

3,600

Low:

TLX.ASX

-454.15

Details

PEG Ratio

-5.05

High:

TNE.ASX

445.28

Low:

NXT.ASX

-965.83

Details

Price/Book

2.37

High:

TNE.ASX

22.08

Low:

STO.ASX

1.04

Details

Price/Sales

High:

NXT.ASX

21.2

Low:

ALD.ASX

0.25

Details

Price/CF

8.76

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

28.11

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

Details

P/E Ratio

22.19

High:

WEB.ASX

3,600

Low:

TLX.ASX

-454.15

Details

PEG Ratio

-5.05

High:

TNE.ASX

445.28

Low:

NXT.ASX

-965.83

Details

Price/Book

2.37

High:

TNE.ASX

22.08

Low:

STO.ASX

1.04

Details

Worst Drawdowns

Depth	Start	End	Total months
-7.65%	Feb 2026	-	3
-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.

281 copiers.

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

Summary

+6.92%

This Month

+6.72%

Year To Date

+26.73%

2 Years

+52.79%

5 Years

+52.79%

10 Years

+12.56%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
35.66%
🖥️ Technology Services
16.39%
⛏️ Energy Minerals
11.7%
💇‍♀️ Consumer Services
6.09%
🧬 Health Technology
4.28%
🛠️ Producer Manufacturing
3.52%
🛍️ Retail Trade
3.06%
🚚 Transportation
3.02%
🧪 Process Industries
2.78%
⚡ Utilities
2.62%
💰 Finance
2.56%
💼 Commercial Services
2.37%
🏭 Industrial Services
2.3%
🏥 Health Services
2.06%
💵 Cash
1.72%

Exchanges Breakdown

Exchange
Total

🇦🇺 Sydney
98.41%

Countries Breakdown

Country
Total

🇦🇺 Australia
98.41%

Dividends

Dividend Yield

2.14%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHL.ASX (5.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
STO.ASX	0.16%	4.63%	$0.4
WDS.ASX	0.16%	5.2%	$2.16
AGL.ASX	0.14%	5.26%	$0.49
QBE.ASX	0.12%	4.82%	$0.62
QAN.ASX	0.12%	3.95%	-
BSL.ASX	0.12%	3.28%	$0.5
NST.ASX	0.11%	2.31%	$0.31
SHL.ASX	0.11%	5.32%	$1.05
WOR.ASX	0.1%	4.5%	$0.5
RIO.ASX	0.08%	3.34%	$6.54
FLT.ASX	0.08%	3.49%	$0.28
ORI.ASX	0.08%	2.79%	$0.44
CIA.ASX	0.08%	4.54%	$0.22
ALD.ASX	0.07%	3.15%	$2.15
CAR.ASX	0.07%	3.26%	$0.67
WOW.ASX	0.07%	2.4%	$1.05
EVN.ASX	0.07%	2.39%	$0.04
RMS.ASX	0.07%	2%	-
S32.ASX	0.07%	1.26%	$0.06
SEK.ASX	0.05%	3.16%	$0.42
ALL.ASX	0.04%	1.9%	$0.7
ALQ.ASX	0.04%	1.74%	$0.39
WHC.ASX	0.04%	1.31%	$0.49
TNE.ASX	0.02%	0.87%	$0.17
HUB.ASX	0.02%	0.71%	$0.37
WGX.ASX	0.01%	0.47%	-
WTC.ASX	0.01%	0.47%	$0.16
CMM.ASX	0.01%	0.43%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.9/10

Beta

0.53

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.79

Jensen's Alpha

-0.36

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

1.31

0.3

0.6

Beta

0.53

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.79

Jensen's Alpha

-0.36

-2

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.94

0.75

1.25

Information Ratio

-0.48

-1

0.3

0.6

Calmar Ratio

High:

NXT.ASX

21.2

Low:

ALD.ASX

0.25

Details

Price/CF

8.76

High:

TLX.ASX

257.92

Low:

QAN.ASX

4.15

Details

Price/FCF

28.11

High:

BSL.ASX

1,741.67

Low:

PLS.ASX

5.47

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-7.65%	Feb 2026	-	3
-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