Portfolio of DailyKaizen on eToro

DailyKaizen

🇬🇧 Stock Multi-Strategy Investor.

4 copiers.

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

Summary

+5.1%

This Month

+2.55%

Year To Date

+43.15%

2 Years

+99.46%

5 Years

+99.46%

10 Years

+21.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
76.5%
🖥️ Technology Services
13.53%
💰 Finance
7.18%
🧩 Miscellaneous
2.42%
🛍️ Retail Trade
1.47%
💼 Commercial Services
1.24%
🛠️ Producer Manufacturing
0.72%
🍞 Consumer Non Durables
0.52%
🧬 Health Technology
0.46%
🚗 Consumer Durables
0.44%
💻 Electronic Technology
0.42%
🧪 Process Industries
0.34%
🏥 Health Services
0.13%
🏭 Industrial Services
0.1%
📡 Communications
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
18.11%
🇺🇸 NYSE
9.12%
🇩🇪 FRA
0.79%
🇳🇱 Euronext Amsterdam
0.7%
🇵🇹 Euronext Lisbon
0.34%

Countries Breakdown

Country
Total

🇺🇸 United States
15.03%
🇳🇱 Netherlands
4.84%
🇨🇦 Canada
2.3%
🇮🇱 Israel
1.86%
🇬🇧 United Kingdom
1.62%
🇯🇴 Jordan
1.41%
🇩🇪 Germany
0.79%
🇵🇹 Portugal
0.34%
🇰🇷 South Korea
0.23%
🇰🇾 Cayman Islands
0.22%
🇧🇷 Brazil
0.19%
🇧🇲 Bermuda
0.13%
🇦🇪 United Arab Emirates
0.09%

Dividends

Dividend Yield

0.14%

23 out of 61 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $COR.LS (6.19%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NWG	0.04%	5.18%	$0.42
COR.LS	0.02%	6.19%	-
IGIC	0.01%	0.75%	$0.06
VIRT	0.01%	1.9%	$0.96
GOOG	0.01%	0.25%	$0.2
DEO	0.01%	3.94%	$3.99
FTK.DE	0.01%	0.78%	$0.04
CRM	0.01%	0.9%	$0.4
EPD	0.01%	5.93%	$2.03
MRX	0.01%	1.18%	-
LYG	0%	2.96%	$0.14
UL.US	0%	3.96%	$1.82
ADEA	0%	0.68%	$0.2
V	0%	0.8%	$2.01
MA	0%	0.63%	$2.46
LRCX	0%	0.38%	$8
MCO	0%	0.86%	$3.24
SPGI	0%	0.88%	$3.62
AMAT	0%	0.49%	$1.44
APH	0%	0.54%	$0.44
IDT	0%	0.48%	$0.1
IBKR	0%	0.39%	-
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 23, 2026	$0.44
STNE	Ex-Dividend	Apr 24, 2026	$2.53
EPD	Ex-Dividend	Apr 30, 2026	$0.55
STNE	Pay Day	May 4, 2026	$2.53
NWG	Pay Day	May 5, 2026	$0.62
MA	Pay Day	May 8, 2026	$0.87
EPD	Pay Day	May 14, 2026	$0.55
AMAT	Ex-Dividend	May 21, 2026	$0.53
LYG	Pay Day	May 29, 2026	$0.13
DEO	Pay Day	Jun 4, 2026	$0.80
AMAT	Pay Day	Jun 11, 2026	$0.53

Performance Metrics

Score 7.1/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

2.03

Jensen's Alpha

5.03

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

1.75

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

2.03

Jensen's Alpha

5.03

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

1.75

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.76

High:

NBIS

312.26

Low:

ONDS

-20.44

Details

PEG Ratio

117.61

High:

CDNS

1,517.35

Low:

ONDS

-149.73

Details

Price/Book

7.46

High:

60.24

Low:

FICO

-13.98

Details

Price/Sales

7.16

High:

ONDS

80.53

Low:

SNEX

0.06

Details

Price/CF

21.96

High:

NBIS

172.05

Low:

SNEX

0.83

Details

Price/FCF

60.51

High:

EPD

511.93

Low:

SNEX

0.84

Details

P/E Ratio

30.76

High:

NBIS

312.26

Low:

ONDS

-20.44

Details

PEG Ratio

117.61

High:

CDNS

1,517.35

Low:

ONDS

-149.73

Details

Worst Drawdowns

Depth	Start	End	Total months
-10.63%	Aug 2022	Nov 2022	3
-8.19%	Aug 2023	Nov 2023	3
-3.52%	Dec 2024	Jan 2025	1
-3.39%	Feb 2023	Mar 2023	1
-3.12%	Oct 2024	Nov 2024	1
-2.9%	Dec 2022	Jan 2023	1
-2.82%	Nov 2025	Apr 2026	5
-2.32%	Jun 2024	Jul 2024	1
-1.61%	Apr 2024	May 2024	1
-0.8%	Jul 2025	Aug 2025	1
-0.33%	Feb 2025	Mar 2025	1
-0.08%	Jan 2024	Feb 2024	1

Monthly Performance

Portfolio of DailyKaizen on eToro

DailyKaizen

🇬🇧 Stock Multi-Strategy Investor.

4 copiers.

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

Summary

+5.1%

This Month

+2.55%

Year To Date

+43.15%

2 Years

+99.46%

5 Years

+99.46%

10 Years

+21.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
76.5%
🖥️ Technology Services
13.53%
💰 Finance
7.18%
🧩 Miscellaneous
2.42%
🛍️ Retail Trade
1.47%
💼 Commercial Services
1.24%
🛠️ Producer Manufacturing
0.72%
🍞 Consumer Non Durables
0.52%
🧬 Health Technology
0.46%
🚗 Consumer Durables
0.44%
💻 Electronic Technology
0.42%
🧪 Process Industries
0.34%
🏥 Health Services
0.13%
🏭 Industrial Services
0.1%
📡 Communications
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
18.11%
🇺🇸 NYSE
9.12%
🇩🇪 FRA
0.79%
🇳🇱 Euronext Amsterdam
0.7%
🇵🇹 Euronext Lisbon
0.34%

Countries Breakdown

Country
Total

🇺🇸 United States
15.03%
🇳🇱 Netherlands
4.84%
🇨🇦 Canada
2.3%
🇮🇱 Israel
1.86%
🇬🇧 United Kingdom
1.62%
🇯🇴 Jordan
1.41%
🇩🇪 Germany
0.79%
🇵🇹 Portugal
0.34%
🇰🇷 South Korea
0.23%
🇰🇾 Cayman Islands
0.22%
🇧🇷 Brazil
0.19%
🇧🇲 Bermuda
0.13%
🇦🇪 United Arab Emirates
0.09%

Dividends

Dividend Yield

0.14%

23 out of 61 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $COR.LS (6.19%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NWG	0.04%	5.18%	$0.42
COR.LS	0.02%	6.19%	-
IGIC	0.01%	0.75%	$0.06
VIRT	0.01%	1.9%	$0.96
GOOG	0.01%	0.25%	$0.2
DEO	0.01%	3.94%	$3.99
FTK.DE	0.01%	0.78%	$0.04
CRM	0.01%	0.9%	$0.4
EPD	0.01%	5.93%	$2.03
MRX	0.01%	1.18%	-
LYG	0%	2.96%	$0.14
UL.US	0%	3.96%	$1.82
ADEA	0%	0.68%	$0.2
V	0%	0.8%	$2.01
MA	0%	0.63%	$2.46
LRCX	0%	0.38%	$8
MCO	0%	0.86%	$3.24
SPGI	0%	0.88%	$3.62
AMAT	0%	0.49%	$1.44
APH	0%	0.54%	$0.44
IDT	0%	0.48%	$0.1
IBKR	0%	0.39%	-
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 23, 2026	$0.44
STNE	Ex-Dividend	Apr 24, 2026	$2.53
EPD	Ex-Dividend	Apr 30, 2026	$0.55
STNE	Pay Day	May 4, 2026	$2.53
NWG	Pay Day	May 5, 2026	$0.62
MA	Pay Day	May 8, 2026	$0.87
EPD	Pay Day	May 14, 2026	$0.55
AMAT	Ex-Dividend	May 21, 2026	$0.53
LYG	Pay Day	May 29, 2026	$0.13
DEO	Pay Day	Jun 4, 2026	$0.80
AMAT	Pay Day	Jun 11, 2026	$0.53

Performance Metrics

Score 7.1/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

2.03

Jensen's Alpha

5.03

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

1.75

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

2.03

Jensen's Alpha

5.03

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

7.46

High:

60.24

Low:

FICO

-13.98

Details

Price/Sales

7.16

High:

ONDS

80.53

Low:

SNEX

0.06

Details

Price/CF

21.96

High:

NBIS

172.05

Low:

SNEX

0.83

Details

Price/FCF

60.51

High:

EPD

511.93

Low:

SNEX

0.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-10.63%	Aug 2022	Nov 2022	3
-8.19%	Aug 2023	Nov 2023	3
-3.52%	Dec 2024	Jan 2025	1
-3.39%	Feb 2023	Mar 2023	1
-3.12%	Oct 2024	Nov 2024	1
-2.9%	Dec 2022	Jan 2023	1
-2.82%	Nov 2025	Apr 2026	5
-2.32%	Jun 2024	Jul 2024	1
-1.61%	Apr 2024	May 2024	1
-0.8%	Jul 2025	Aug 2025	1
-0.33%	Feb 2025	Mar 2025	1
-0.08%	Jan 2024	Feb 2024	1