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

-0.07%

This Month

-0.07%

Year To Date

+44.18%

2 Years

+94.36%

5 Years

+94.36%

10 Years

+22.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
64.89%
🖥️ Technology Services
15.28%
💰 Finance
8.88%
🍞 Consumer Non Durables
2.77%
💼 Commercial Services
2.29%
🧩 Miscellaneous
1.65%
📊 ETFs
1.2%
🛍️ Retail Trade
1.05%
🧬 Health Technology
1.05%
🛠️ Producer Manufacturing
0.6%
🚗 Consumer Durables
0.49%
🧪 Process Industries
0.36%
💻 Electronic Technology
0.35%
🪨 Non Energy Minerals
0.28%
🏥 Health Services
0.27%
🪙 Cryptocurrencies
0.17%
🏭 Industrial Services
0.16%
💇‍♀️ Consumer Services
0.12%
📦 Distribution Services
0.11%
⚡ Utilities
0.1%
📡 Communications
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
20.14%
🇺🇸 NYSE
12.28%
🇬🇧 LSE
1.16%
🇩🇪 FRA
0.94%
🇳🇱 Euronext Amsterdam
0.69%
🇵🇹 Euronext Lisbon
0.36%
🇸🇪 Stockholm Stock Exchange
0.33%
🇨🇭 SIX
0.33%
🇮🇹 Borsa Italiana
0.31%
🇺🇸 Chicago Board Options Exchange
0.27%
🌍 Digital Currency
0.17%
🇩🇪 Xetra ETFs
0.12%
🇩🇰 Copenhagen Stock Exchange
0.1%
🇭🇰 Hong Kong Exchanges
0.08%

Countries Breakdown

Country
Total

🇺🇸 United States
16.97%
🇬🇧 United Kingdom
4.28%
🇳🇱 Netherlands
3.41%
🇮🇱 Israel
2.85%
🇨🇦 Canada
2.8%
🇯🇴 Jordan
1.32%
🇩🇪 Germany
0.94%
🇨🇭 Switzerland
0.77%
🇨🇳 China
0.52%
🇮🇹 Italy
0.4%
🇵🇹 Portugal
0.36%
🇸🇪 Sweden
0.33%
🇰🇾 Cayman Islands
0.24%
🇰🇷 South Korea
0.23%
🇧🇷 Brazil
0.18%
🇧🇲 Bermuda
0.12%
🇩🇰 Denmark
0.1%
🇦🇪 United Arab Emirates
0.09%

Dividends

Dividend Yield

0.21%

29 out of 100 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QFIN (8.7%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NWG	0.03%	3.61%	$0.42
COR.LS	0.02%	6.16%	-
NEXI.MI	0.02%	6.81%	-
CMCX	0.02%	4.48%	$0.05
FINV	0.02%	5.02%	$0.24
NESN.ZU	0.01%	4.16%	$3
QFIN	0.01%	8.7%	$1.06
IGIC	0.01%	0.72%	$0.06
VIRT	0.01%	2.62%	$0.96
GOOG	0.01%	0.26%	$0.2
HSBC	0.01%	3.98%	$3.03
MRX	0.01%	1.48%	-
INVE-A.ST	0.01%	1.57%	$4.8
LYG	0%	3.01%	$0.14
DEO	0%	4.58%	$3.99
UL.US	0%	3.49%	$1.82
ADEA	0%	1.04%	$0.2
1913.HK	0%	3.46%	-
MTG	0%	2.13%	$0.46
ZTS	0%	1.65%	$1.67
CRM	0%	0.76%	$0.4
LRCX	0%	0.44%	$8
V	0%	0.75%	$2.01
AMAT	0%	0.58%	$1.44
FTK.DE	0%	0.11%	$0.04
ROP	0%	0.85%	$2.93
MA	0%	0.59%	$2.46
IDT	0%	0.49%	$0.1
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.2/10

Beta

0.76

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.26

Jensen's Alpha

4.91

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

1.97

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.26

Jensen's Alpha

4.91

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

1.97

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.28

High:

CELH

623.65

Low:

ORSTED.CO

-40.92

Details

PEG Ratio

186.89

High:

AMAT

7,669.31

Low:

NRDS

1.61

Details

Price/Book

7.22

High:

APP

129.89

Low:

TDG

-8.43

Details

Price/Sales

6.88

High:

NBIS

62.89

Low:

MOH

0.23

Details

Price/CF

19.38

High:

NBIS

172.05

Low:

FLOW.NV

0.68

Details

Price/FCF

48.96

High:

EQX

527.49

Low:

FLOW.NV

0.68

Details

P/E Ratio

30.28

High:

CELH

623.65

Low:

ORSTED.CO

-40.92

Details

PEG Ratio

186.89

High:

AMAT

7,669.31

Low:

NRDS

1.61

Details

Price/Book

7.22

High:

APP

129.89

Low:

TDG

-8.43

Details

Price/Sales

6.88

High:

NBIS

62.89

Low:

MOH

0.23

Details

Price/CF

19.38

High:

NBIS

172.05

Low:

FLOW.NV

0.68

Details

Price/FCF

48.96

High:

EQX

527.49

Low:

FLOW.NV

0.68

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
-2.32%	Jun 2024	Jul 2024	1
-1.61%	Apr 2024	May 2024	1
-0.8%	Jul 2025	Aug 2025	1
-0.48%	Nov 2025	-	3
-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

-0.07%

This Month

-0.07%

Year To Date

+44.18%

2 Years

+94.36%

5 Years

+94.36%

10 Years

+22.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
64.89%
🖥️ Technology Services
15.28%
💰 Finance
8.88%
🍞 Consumer Non Durables
2.77%
💼 Commercial Services
2.29%
🧩 Miscellaneous
1.65%
📊 ETFs
1.2%
🛍️ Retail Trade
1.05%
🧬 Health Technology
1.05%
🛠️ Producer Manufacturing
0.6%
🚗 Consumer Durables
0.49%
🧪 Process Industries
0.36%
💻 Electronic Technology
0.35%
🪨 Non Energy Minerals
0.28%
🏥 Health Services
0.27%
🪙 Cryptocurrencies
0.17%
🏭 Industrial Services
0.16%
💇‍♀️ Consumer Services
0.12%
📦 Distribution Services
0.11%
⚡ Utilities
0.1%
📡 Communications
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
20.14%
🇺🇸 NYSE
12.28%
🇬🇧 LSE
1.16%
🇩🇪 FRA
0.94%
🇳🇱 Euronext Amsterdam
0.69%
🇵🇹 Euronext Lisbon
0.36%
🇸🇪 Stockholm Stock Exchange
0.33%
🇨🇭 SIX
0.33%
🇮🇹 Borsa Italiana
0.31%
🇺🇸 Chicago Board Options Exchange
0.27%
🌍 Digital Currency
0.17%
🇩🇪 Xetra ETFs
0.12%
🇩🇰 Copenhagen Stock Exchange
0.1%
🇭🇰 Hong Kong Exchanges
0.08%

Countries Breakdown

Country
Total

🇺🇸 United States
16.97%
🇬🇧 United Kingdom
4.28%
🇳🇱 Netherlands
3.41%
🇮🇱 Israel
2.85%
🇨🇦 Canada
2.8%
🇯🇴 Jordan
1.32%
🇩🇪 Germany
0.94%
🇨🇭 Switzerland
0.77%
🇨🇳 China
0.52%
🇮🇹 Italy
0.4%
🇵🇹 Portugal
0.36%
🇸🇪 Sweden
0.33%
🇰🇾 Cayman Islands
0.24%
🇰🇷 South Korea
0.23%
🇧🇷 Brazil
0.18%
🇧🇲 Bermuda
0.12%
🇩🇰 Denmark
0.1%
🇦🇪 United Arab Emirates
0.09%

Dividends

Dividend Yield

0.21%

29 out of 100 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QFIN (8.7%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NWG	0.03%	3.61%	$0.42
COR.LS	0.02%	6.16%	-
NEXI.MI	0.02%	6.81%	-
CMCX	0.02%	4.48%	$0.05
FINV	0.02%	5.02%	$0.24
NESN.ZU	0.01%	4.16%	$3
QFIN	0.01%	8.7%	$1.06
IGIC	0.01%	0.72%	$0.06
VIRT	0.01%	2.62%	$0.96
GOOG	0.01%	0.26%	$0.2
HSBC	0.01%	3.98%	$3.03
MRX	0.01%	1.48%	-
INVE-A.ST	0.01%	1.57%	$4.8
LYG	0%	3.01%	$0.14
DEO	0%	4.58%	$3.99
UL.US	0%	3.49%	$1.82
ADEA	0%	1.04%	$0.2
1913.HK	0%	3.46%	-
MTG	0%	2.13%	$0.46
ZTS	0%	1.65%	$1.67
CRM	0%	0.76%	$0.4
LRCX	0%	0.44%	$8
V	0%	0.75%	$2.01
AMAT	0%	0.58%	$1.44
FTK.DE	0%	0.11%	$0.04
ROP	0%	0.85%	$2.93
MA	0%	0.59%	$2.46
IDT	0%	0.49%	$0.1
XP	0%	0%	$0

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.2/10

Beta

0.76

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.26

Jensen's Alpha

4.91

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

1.97

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

1.08

0.5

Sortino Ratio

2.26

Jensen's Alpha

4.91

-2

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

527.49

Low:

FLOW.NV

0.68

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
-2.32%	Jun 2024	Jul 2024	1
-1.61%	Apr 2024	May 2024	1
-0.8%	Jul 2025	Aug 2025	1
-0.48%	Nov 2025	-	3
-0.33%	Feb 2025	Mar 2025	1
-0.08%	Jan 2024	Feb 2024	1