Portfolio of DailyKaizen on eToro

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DailyKaizen

🇬🇧 Multi-Strategy Stock Investor.

3 copiers.

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

Effective Portfolio

Summary

+0.12%

Today

+1.85%

This Month

+19.54%

Year To Date

+43.63%

2 Years

+84.48%

5 Years

+24.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.64%
🖥️ Technology Services
23.68%
🍞 Consumer Non Durables
11.41%
💵 Cash
7.56%
👥 Copy Trading
6.82%
🚗 Consumer Durables
5.94%
💻 Electronic Technology
4.23%
🛍️ Retail Trade
3.49%
💇‍♀️ Consumer Services
2.51%
💼 Commercial Services
2.28%
🧩 Miscellaneous
1.42%
📡 Communications
1.41%
⚡ Utilities
1.2%
🧬 Health Technology
1.2%
🚚 Transportation
0.74%
🏥 Health Services
0.55%
🪨 Non Energy Minerals
0.35%
🧪 Process Industries
0.29%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
57.88%
🇺🇸 Nasdaq
23.34%
🇺🇸 NYSE
6.42%
🇩🇪 FRA
1.54%
LSE_AIM
1.26%
🇨🇭 SIX
1.22%
🇫🇷 Euronext Paris
0.91%
🌍 Digital Currency
0.05%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
58.73%
🇺🇸 United States
19.32%
🇳🇱 Netherlands
4.04%
🇨🇭 Switzerland
2.62%
🇩🇪 Germany
1.54%
🇱🇺 Luxembourg
1.01%
🇰🇷 South Korea
0.77%
🇫🇷 France
0.75%
🇬🇷 Greece
0.74%
🇮🇪 Ireland
0.73%
🇮🇱 Israel
0.56%
🇧🇲 Bermuda
0.41%
🇨🇦 Canada
0.39%
🇦🇪 United Arab Emirates
0.3%
🇨🇳 China
0.13%

Dividends

Dividend Yield

2.81%

65 out of 88 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $REC.L (8.47%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MONY.L	0.58%	5.82%	$0.12
STB.L	0.27%	4.59%	-
OSB.L	0.16%	6.8%	$0.32
N91.L	0.1%	7.06%	$0.12
SDR.L	0.09%	5.83%	$0.22
LGEN.L	0.08%	8.31%	$0.2
DGE.L	0.08%	4.09%	$0.81
INVP.L	0.07%	7.02%	$0.35
QQ.L	0.06%	1.54%	$0.08
GSL	0.05%	7.41%	$1.5
REC.L	0.05%	8.47%	-
GRG.L	0.05%	3.48%	$0.6
NG.L	0.05%	4.52%	$0.57
VRAP.PA	0.05%	7.12%	-
BME.L	0.05%	5.27%	$0.15
GSK.L	0.05%	4.11%	$0.59
PAG.L	0.05%	4.7%	$0.37
CARD.L	0.05%	5.23%	$0.05
Nmendoza11	0.04%	0.64%	-
NESN.ZU	0.04%	3.5%	$3
NWG.L	0.04%	4.13%	$0.17
SUS.L	0.04%	6.81%	-
VOD.L	0.04%	5.16%	$0.08
ABDN.L	0.03%	8.14%	$0.15
HAT.L	0.03%	2.76%	-
CMCX	0.03%	4.48%	$0.05
BT.L	0.03%	4.56%	$0.08
BATS.L	0.03%	6.9%	$2.36
IPF.L	0.03%	7.03%	-
ITV.L	0.03%	6.55%	$0.05
DNLM.L	0.03%	6.6%	$0.78
TCAP.L	0.03%	6.19%	$0.15
AV.L	0.02%	5.82%	$0.33
RIO.L	0.02%	7.03%	$3.41
IMB.L	0.02%	6.5%	$1.49
CCC.L	0.02%	2.74%	$0.68
STVG.L	0.02%	6.5%	-
GAW.L	0.02%	3.24%	$5.5
PAY.L	0.02%	5.42%	$0.48
CMPO	0.02%	2.19%	$0.3
BARC.L	0.02%	2.58%	$0.08
IGG.L	0.02%	4.3%	$0.46
HFD.L	0.02%	4.69%	$0.1
PETS.L	0.02%	4.97%	$0.13
MNDI.L	0.01%	4.92%	$0.62
ULVR.L	0.01%	3.25%	$1.47
LYG	0.01%	3.72%	$0.14
BKG.L	0.01%	1.63%	$0.92
ABF.L	0.01%	3.06%	$0.54
BA.L	0.01%	1.67%	$0.3
HWDN.L	0.01%	2.51%	$0.21
NXT.L	0.01%	1.81%	$2.07
MRX	0.01%	1.34%	-
EXPN.L	0.01%	1.25%	$0.46
BYIT.L	0.01%	1.9%	$0.09
DOCS.L	0.01%	2.48%	$0.03
FUTR.L	0.01%	0.5%	$0.03
SCT.L	0.01%	1.5%	$0.26
LSEG.L	0%	1.15%	$1.15
MSFT	0%	0.69%	$3
FTK.DE	0%	0.17%	$0.04
GOOG	0%	0.47%	$0.2
META	0%	0.3%	$1
RCP.L	0%	0.02%	-
HICL.L	0%	0.07%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOG (Nmendoza11)	Ex-Dividend	Jun 9, 2025	$0.21
MRX	Pay Day	Jun 10, 2025	$0.15
NVDA (Nmendoza11)	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
MSFT (Nmendoza11)	Pay Day	Jun 12, 2025	$0.83
BABA (Nmendoza11)	Ex-Dividend	Jun 12, 2025	$0.95
ULVR.L	Pay Day	Jun 13, 2025	$0.52
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
GOOG (Nmendoza11)	Pay Day	Jun 16, 2025	$0.21
META (Nmendoza11)	Ex-Dividend	Jun 16, 2025	$0.52
UNH (Nmendoza11)	Ex-Dividend	Jun 16, 2025	$2.21
EXPN.L	Ex-Dividend	Jun 19, 2025	$0.43
UNH (Nmendoza11)	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
BME.L	Ex-Dividend	Jun 26, 2025	$0.13
META (Nmendoza11)	Pay Day	Jun 26, 2025	$0.52
CARD.L	Pay Day	Jun 27, 2025	$0.05
HICL.L	Pay Day	Jun 30, 2025	$0.03
NXT.L	Ex-Dividend	Jul 3, 2025	$2.04
PAG.L	Ex-Dividend	Jul 3, 2025	$0.18
JPM (Nmendoza11)	Ex-Dividend	Jul 3, 2025	$1.40
NVDA (Nmendoza11)	Pay Day	Jul 3, 2025	$0.01
ABF.L	Pay Day	Jul 4, 2025	$0.28
CCC.L	Pay Day	Jul 4, 2025	$0.62
GSK.L	Pay Day	Jul 10, 2025	$0.21
BYIT.L	Ex-Dividend	Jul 10, 2025	$0.13
BABA (Nmendoza11)	Pay Day	Jul 10, 2025	$0.95
PETS.L	Pay Day	Jul 16, 2025	$0.11
N91.L	Ex-Dividend	Jul 17, 2025	$0.09
EXPN.L	Pay Day	Jul 18, 2025	$0.43
BYIT.L	Pay Day	Jul 25, 2025	$0.13
PAG.L	Pay Day	Jul 25, 2025	$0.18
JPM (Nmendoza11)	Pay Day	Jul 31, 2025	$1.40
BATS.L	Pay Day	Aug 1, 2025	$0.76
NXT.L	Pay Day	Aug 1, 2025	$2.04
BME.L	Pay Day	Aug 1, 2025	$0.13
VOD.L	Pay Day	Aug 1, 2025	$0.02
N91.L	Pay Day	Aug 7, 2025	$0.09
INVP.L	Ex-Dividend	Aug 14, 2025	$0.27
WMT (Nmendoza11)	Ex-Dividend	Aug 15, 2025	$0.24
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
INVP.L	Pay Day	Aug 29, 2025	$0.27
WMT (Nmendoza11)	Pay Day	Sep 2, 2025	$0.24
IMB.L	Pay Day	Sep 30, 2025	$0.53

Performance Metrics

Score 7.7/10

Beta

0.78

0.78

0

0.8

1.2

0

2

Sharpe Ratio

1.09

1.09

0

0.5

1

2

2

Sortino Ratio

2.26

2.26

0

1

2

3

3

Jensen's Alpha

8.1

8.1

-2

0

2

9

9

Omega Ratio

1.42

1.42

0

1

1.5

2.5

2.5

Treynor Ratio

1.84

1.84

0

0.75

1.25

2

2

Information Ratio

0.49

0.49

0

0.3

0.6

1

1

Calmar Ratio

2.12

2.12

0

0.3

0.6

3

3

Beta

0.78

0.78

0

0.8

1.2

0

2

Sharpe Ratio

1.09

1.09

0

0.5

1

2

2

Sortino Ratio

2.26

2.26

0

1

2

3

3

Jensen's Alpha

8.1

8.1

-2

0

2

9

9

Omega Ratio

1.42

1.42

0

1

1.5

2.5

2.5

Treynor Ratio

1.84

1.84

0

0.75

1.25

2

2

Information Ratio

0.49

0.49

0

0.3

0.6

1

1

Calmar Ratio

2.12

2.12

0

0.3

0.6

3

3

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.89

High:

TSLA

182.61

Low:

TWLO

-582.46

Details

PEG Ratio

92.45

High:

DNLM.L

1,124.28

Low:

TWLO

-612.94

Details

Price/Book

6.78

High:

HIMS

21.82

Low:

STVG.L

-42.81

Details

Price/Sales

6.01

High:

NBIS

58.11

Low:

HFD.L

0.23

Details

Price/CF

19.95

High:

NBIS

172.05

Low:

STB.L

0.76

Details

Price/FCF

42.26

High:

HICL.L

8,066.77

Low:

STB.L

0.82

Details

P/E Ratio

37.89

High:

TSLA

182.61

Low:

TWLO

-582.46

Details

PEG Ratio

92.45

High:

DNLM.L

1,124.28

Low:

TWLO

-612.94

Details

Price/Book

6.78

High:

HIMS

21.82

Low:

STVG.L

-42.81

Details

Price/Sales

6.01

High:

NBIS

58.11

Low:

HFD.L

0.23

Details

Price/CF

19.95

High:

NBIS

172.05

Low:

STB.L

0.76

Details

Price/FCF

42.26

High:

HICL.L

8,066.77

Low:

STB.L

0.82

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
-0.33%	Feb 2025	Mar 2025	1
-0.08%	Jan 2024	Feb 2024	1

Monthly Performance