Effective portfolio of ChasKelly on eToro

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ChasKelly

🇬🇧 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+7%

This Month

+0.49%

Year To Date

+55.86%

2 Years

+68.11%

5 Years

+443.12%

10 Years

+16.95%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
78.23%
💰 Finance
17.49%
🖥️ Technology Services
1.56%
🛍️ Retail Trade
0.44%
🪨 Non Energy Minerals
0.3%
💵 Cash
0.26%
🛠️ Producer Manufacturing
0.24%
⚡ Utilities
0.23%
🪙 Cryptocurrencies
0.15%
🚚 Transportation
0.15%
🧬 Health Technology
0.14%
🍞 Consumer Non Durables
0.13%
📊 ETFs
0.12%
⛏️ Energy Minerals
0.12%
❓ Other
0.06%
🏥 Health Services
0.02%
💼 Commercial Services
0.02%
🧪 Process Industries
0.01%
🚗 Consumer Durables
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.65%
🇺🇸 Nasdaq
18.68%
🇬🇧 LSE
12.98%
🇨🇭 SIX
0.23%
🇩🇪 FRA
0.16%
🌍 Digital Currency
0.15%
🇪🇸 Bolsa De Madrid
0.1%
🇳🇱 Euronext Amsterdam
0.07%
🇭🇰 Hong Kong Exchanges
0.06%
🇦🇪 Dubai Financial Market
0.06%
🇺🇸 Chicago Board Options Exchange
0.06%
🇩🇰 Copenhagen Stock Exchange
0.06%
🇫🇷 Euronext Paris
0.05%
🇸🇪 Stockholm Stock Exchange
0.05%
🇳🇴 Oslo Stock Exchange
0.03%
🇫🇮 Helsinki Stock Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
84.69%
🇬🇧 United Kingdom
12.89%
🇹🇼 Taiwan
0.4%
🇨🇭 Switzerland
0.23%
🇩🇪 Germany
0.16%
🇨🇦 Canada
0.12%
🇨🇳 China
0.11%
🇳🇱 Netherlands
0.11%
🇪🇸 Spain
0.1%
🇩🇰 Denmark
0.06%
🇫🇷 France
0.05%
🇸🇪 Sweden
0.05%
🇳🇴 Norway
0.03%
🇰🇷 South Korea
0.03%
🇫🇮 Finland
0.02%
🇮🇱 Israel
0.02%
🇱🇺 Luxembourg
0.01%
🇧🇷 Brazil
0.01%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.56%

50 out of 81 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NWG.L	0.51%	4.05%	$0.17
GS	0%	1.64%	$11
JPM	0%	1.76%	$4.4
BAC	0%	2%	$0.96
TSM	0%	0.9%	$1.74
IAG.L	0%	2.21%	-
IBE.MC	0%	2.88%	$0.45
RR.L	0%	0.97%	-
ABBN.ZU	0%	1.53%	$0.87
UBSG.ZU	0%	2.26%	$0.64
HST	0%	3.48%	$0.78
MSFT	0%	0.72%	$3
D	0%	4.56%	$2.67
AXP	0%	0.85%	$2.6
B	0%	1.28%	$0.4
NKE	0%	2.44%	$1.45
AVGO	0%	0.6%	$19.7
FORTUM.HE	0%	8%	$1.15
EQT	0%	1.05%	$0.62
VALE	0%	9.84%	$1.33
FCX	0%	1.33%	$0.6
META	0%	0.31%	$1
CDI.PA	0%	2.31%	$13
NOVO-B.CO	0%	3.76%	$9.4
GOOG	0%	0.26%	$0.2
AGRO	0%	4.25%	$0.33
ORK.OL	0%	3.72%	$3
NHY.OL	0%	3.04%	$2.5
LMT	0%	2.95%	$12.45
ASML.NV	0%	0.69%	$6.1
RHM.DE	0%	0.53%	$5.7
LDOS	0%	0.87%	$1.5
HAS	0%	3.45%	$2.8
SMSN.L	0%	1.17%	$23.68
NOC	0%	1.64%	$7.67
SAP.DE	0%	1.11%	$2.2
CEG	0%	0.43%	-
01211.HK	0%	1.46%	$3.41
BABA	0%	0.65%	$0.98
BLK	0%	1.94%	$20.2
AAPL	0%	0.37%	$0.97
ASML	0%	0.57%	$5.57
MC.PA	0%	2.07%	$13
ENR.DE	0%	0.6%	-
GOOGL	0%	0.26%	$0.2
NDA.DE	0%	1.26%	$1.4
0700.HK	0%	0.74%	$3.4
MU	0%	0.19%	$0.46
NVTKL.L	0%	109.46%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
INDA	Pay Day	Dec 20, 2025	$0.00
LMT	Pay Day	Dec 30, 2025	$3.45
GS	Pay Day	Dec 30, 2025	$4.00
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 6.2/10

Beta

1.05

1.05

0

0.8

1.2

0

2

Sharpe Ratio

0.57

0.57

0

0.5

1

1.5

1.5

Sortino Ratio

1.11

1.11

0

1

2

3

3

Jensen's Alpha

8.2

8.2

-2

0

2

9

9

Omega Ratio

1.27

1.27

0

1

1.5

2.5

2.5

Treynor Ratio

1.58

1.58

0

0.75

1.25

2

2

Information Ratio

0.27

0.27

0

0.3

0.6

1

1

Calmar Ratio

0.39

0.39

0

0.3

0.6

1

1

Beta

1.05

1.05

0

0.8

1.2

0

2

Sharpe Ratio

0.57

0.57

0

0.5

1

1.5

1.5

Sortino Ratio

1.11

1.11

0

1

2

3

3

Jensen's Alpha

8.2

8.2

-2

0

2

9

9

Omega Ratio

1.27

1.27

0

1

1.5

2.5

2.5

Treynor Ratio

1.58

1.58

0

0.75

1.25

2

2

Information Ratio

0.27

0.27

0

0.3

0.6

1

1

Calmar Ratio

0.39

0.39

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.01

High:

PLTR

425.07

Low:

AVAV

-433.63

Details

PEG Ratio

-31.87

High:

FCX

936.19

Low:

RBLX

-537.19

Details

Price/Book

6.21

High:

RBLX

165.8

Low:

NVTKL.L

0.01

Details

Price/Sales

6.5

High:

RGTI

1,219.17

Low:

ACHR

-

Details

Price/CF

24.64

High:

PLTR

258.05

Low:

AGRO

3.26

Details

Price/FCF

51.91

High:

RHM.DE

5,198.92

Low:

GS

4.8

Details

P/E Ratio

36.01

High:

PLTR

425.07

Low:

AVAV

-433.63

Details

PEG Ratio

-31.87

High:

FCX

936.19

Low:

RBLX

-537.19

Details

Price/Book

6.21

High:

RBLX

165.8

Low:

NVTKL.L

0.01

Details

Price/Sales

6.5

High:

RGTI

1,219.17

Low:

ACHR

-

Details

Price/CF

24.64

High:

PLTR

258.05

Low:

AGRO

3.26

Details

Price/FCF

51.91

High:

RHM.DE

5,198.92

Low:

GS

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-45.53%	Dec 2021	Nov 2024	35
-27.32%	Feb 2018	Jun 2019	16
-26%	Nov 2025	-	2
-21.67%	Dec 2024	Jun 2025	6
-19.1%	May 2021	Oct 2021	5
-17.82%	Jul 2019	Jul 2020	12
-12.05%	Jul 2025	Oct 2025	3
-7.8%	Sep 2017	Oct 2017	1
-6.93%	Mar 2015	Nov 2015	8
-6.37%	Sep 2020	Nov 2020	2
-2.78%	Jul 2017	Aug 2017	1
-1.85%	Dec 2015	Oct 2016	10
-1.82%	Dec 2016	Mar 2017	3

Monthly Performance