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

-0.08%

This Month

+24.45%

Year To Date

+51.5%

2 Years

+92.05%

5 Years

+92.05%

10 Years

+24.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
75.46%
🖥️ Technology Services
10.46%
💰 Finance
6.78%
💻 Electronic Technology
2.35%
🍞 Consumer Non Durables
2.32%
🚗 Consumer Durables
1.77%
🧩 Miscellaneous
1.27%
💼 Commercial Services
0.93%
🛠️ Producer Manufacturing
0.33%
📡 Communications
0.25%
🪙 Cryptocurrencies
0.22%
🛍️ Retail Trade
0.21%
🪨 Non Energy Minerals
0.17%
🏥 Health Services
0.14%
🏭 Industrial Services
0.13%
🧬 Health Technology
0.12%
🧪 Process Industries
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
14.96%
🇺🇸 NYSE
6.53%
🇬🇧 LSE
3.96%
🇩🇪 FRA
0.68%
🇸🇪 Stockholm Stock Exchange
0.4%
🇨🇭 SIX
0.34%
🇳🇱 Euronext Amsterdam
0.27%
🌍 Digital Currency
0.22%
🇭🇰 Hong Kong Exchanges
0.1%
🇵🇹 Euronext Lisbon
0.09%

Countries Breakdown

Country
Total

🇺🇸 United States
12.77%
🇬🇧 United Kingdom
6.02%
🇳🇱 Netherlands
2.1%
🇨🇦 Canada
2.09%
🇮🇱 Israel
1.45%
🇨🇭 Switzerland
0.9%
🇩🇪 Germany
0.68%
🇸🇪 Sweden
0.4%
🇰🇷 South Korea
0.25%
🇰🇾 Cayman Islands
0.24%
🇧🇲 Bermuda
0.13%
🇦🇪 United Arab Emirates
0.11%
🇮🇹 Italy
0.1%
🇵🇹 Portugal
0.09%

Dividends

Dividend Yield

0.25%

28 out of 75 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $INVP.L (6.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
STB.L	0.08%	3.23%	-
INVP.L	0.02%	6.83%	$0.35
NWG.L	0.02%	4.86%	$0.17
NESN.ZU	0.01%	4.01%	$3
NWG	0.01%	4.54%	$0.42
CMCX	0.01%	5.19%	$0.05
BT.L	0.01%	3.99%	$0.08
AAPL	0.01%	0.43%	$0.97
GOOG	0.01%	0.36%	$0.2
HSBC	0.01%	5.07%	$3.03
CMPO	0.01%	1.62%	$0.3
BARC.L	0.01%	2.33%	$0.08
INVE-A.ST	0.01%	1.8%	$4.8
COR.LS	0%	5.44%	-
LYG	0%	3.86%	$0.14
EVO.ST	0%	3.88%	$31.03
FLOW.NV	0%	1.61%	$0.45
DEO	0%	3.71%	$3.99
UL.US	0%	3.06%	$1.82
1913.HK	0%	3.17%	-
MRX	0%	1.62%	-
MTG	0%	1.93%	$0.46
LRCX	0%	0.97%	$8
AMAT	0%	1.1%	$1.44
MSFT	0%	0.66%	$3
FTK.DE	0%	0.15%	$0.04
ROP	0%	0.63%	$2.93
META	0%	0.27%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
MRX	Pay Day	Sep 11, 2025	$0.15
NWG.L	Pay Day	Sep 12, 2025	$0.13
GOOG	Pay Day	Sep 15, 2025	$0.21
BARC.L	Pay Day	Sep 16, 2025	$0.04
LYG	Pay Day	Sep 19, 2025	$0.07
LRCX	Ex-Dividend	Sep 24, 2025	$0.26
HSBC	Pay Day	Sep 26, 2025	$0.50
ROP	Ex-Dividend	Oct 3, 2025	$0.82
LRCX	Pay Day	Oct 15, 2025	$0.26
ROP	Pay Day	Oct 17, 2025	$0.82

Performance Metrics

Score 7.5/10

Beta

0.77

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

2.38

Jensen's Alpha

6.79

-2

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.89

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

2.16

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

2.38

Jensen's Alpha

6.79

-2

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.89

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

2.16

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.09

High:

TWLO

864.04

Low:

EQX

-165.94

Details

PEG Ratio

4,140.91

High:

AAPL

24,643.1

Low:

PATH

-395.99

Details

Price/Book

10.14

High:

APP

141.46

Low:

CMPO

-18.21

Details

Price/Sales

7.42

High:

NBIS

64.86

Low:

STB.L

0.53

Details

Price/CF

22.35

High:

183.42

Low:

FLOW.NV

0.68

Details

Price/FCF

41.55

High:

NBIS

242.15

Low:

FLOW.NV

0.68

Details