Portfolio of CapitalGains on eToro

CapitalGains

🇬🇧 Multi-Strategy Stock Investor.

618 copiers.

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

Summary

-2.43%

Today

-0.68%

This Month

+0.48%

Year To Date

+68.24%

2 Years

+688.13%

5 Years

+29.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
56.79%
🖥️ Technology Services
9.32%
📊 ETFs
7.73%
🛍️ Retail Trade
6.22%
💰 Finance
5.53%
🚗 Consumer Durables
3.01%
💻 Electronic Technology
2.72%
🪨 Non Energy Minerals
2.31%
🍞 Consumer Non Durables
1.63%
⛏️ Energy Minerals
1.55%
💇‍♀️ Consumer Services
1.27%
🧬 Health Technology
0.88%
📦 Distribution Services
0.63%
🛠️ Producer Manufacturing
0.39%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
56.79%
🇺🇸 Nasdaq
23.64%
🇺🇸 NYSE
19.04%
🇺🇸 Chicago Board Options Exchange
0.33%
🇬🇧 LSE
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
27.32%
🇨🇳 China
3.83%
🇨🇭 Switzerland
1.63%
🇩🇰 Denmark
0.88%
🇦🇺 Australia
0.84%
🇳🇱 Netherlands
0.3%
🇬🇧 United Kingdom
0.17%
🇩🇪 Germany
0.05%

Dividends

Dividend Yield

0.24%

13 out of 40 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $ASHM.L (10.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EEM	0.04%	2.32%	-
NEM	0.03%	1.83%	$1.3
OXY	0.02%	2.18%	$0.8
WFC	0.02%	2.14%	$1.4
BABA	0.02%	0.86%	$0.98
ASHM.L	0.02%	10.79%	$0.17
DJP	0.02%	3.69%	-
IWM	0.02%	1.27%	-
NVO	0.01%	1.63%	$0.98
GOOG	0.01%	0.47%	$0.2
DIS	0.01%	0.88%	$0.75
FCX	0.01%	1.43%	$0.6
AMR	0%	0.38%	$1.94

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
OXY	Ex-Dividend	Jun 10, 2025	$0.24
BABA	Ex-Dividend	Jun 12, 2025	$0.95
GOOG	Pay Day	Jun 16, 2025	$0.21
NEM	Pay Day	Jun 20, 2025	$0.25
DIS	Ex-Dividend	Jun 24, 2025	$0.50
BABA	Pay Day	Jul 10, 2025	$0.95
OXY	Pay Day	Jul 15, 2025	$0.24
DIS	Pay Day	Jul 23, 2025	$0.50
EEM	Pay Day	Dec 20, 2025	$0.73

Performance Metrics

Score 6.7/10

Beta

1.58

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.29

Jensen's Alpha

24.05

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

1.58

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.29

Jensen's Alpha

24.05

-2

Omega Ratio

1.54

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.69

High:

TSLA

182.61

Low:

IREN

-43.28

Details

PEG Ratio

116.82

High:

COIN

941.94

Low:

JMIA

-8.7

Details

Price/Book

5.95

High:

NVO

15.95

Low:

PLUG

0.49

Details

Price/Sales

4.43

High:

NBIS

58.11

Low:

AMR

0.55

Details

Price/CF

18.05

High:

NBIS

172.05

Low:

GCT

3.74

Details

Price/FCF

47.36

High:

NBIS

242.15

Low:

GCT

4.12

Details