Effective 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

+0.5%

Today

+2.24%

This Month

+20%

Year To Date

+44.18%

2 Years

+85.19%

5 Years

+25.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
26.76%
🖥️ Technology Services
24.94%
🍞 Consumer Non Durables
11.4%
💵 Cash
7.55%
🚗 Consumer Durables
6.17%
💻 Electronic Technology
6.15%
🛍️ Retail Trade
4.37%
💇‍♀️ Consumer Services
2.53%
💼 Commercial Services
2.29%
🧩 Miscellaneous
1.42%
📡 Communications
1.42%
⚡ Utilities
1.2%
🧬 Health Technology
1.19%
🏥 Health Services
0.84%
🚚 Transportation
0.74%
📊 ETFs
0.5%
🪨 Non Energy Minerals
0.35%
🧪 Process Industries
0.29%
🪙 Cryptocurrencies
0.05%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
58%
🇺🇸 Nasdaq
23.26%
🇺🇸 NYSE
6.39%
🇩🇪 FRA
1.53%
LSE_AIM
1.26%
🇨🇭 SIX
1.21%
🇫🇷 Euronext Paris
0.91%
🌍 Digital Currency
0.05%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
58.82%
🇺🇸 United States
19.49%
🇳🇱 Netherlands
3.81%
🇨🇭 Switzerland
2.6%
🇩🇪 Germany
1.53%
🇱🇺 Luxembourg
1.04%
🇰🇷 South Korea
0.77%
🇫🇷 France
0.75%
🇬🇷 Greece
0.74%
🇮🇪 Ireland
0.72%
🇮🇱 Israel
0.55%
🇧🇲 Bermuda
0.41%
🇨🇦 Canada
0.39%
🇦🇪 United Arab Emirates
0.3%
🇨🇳 China
0.13%

Dividends

Dividend Yield

2.81%

74 out of 104 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $REC.L (8.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MONY.L	0.58%	5.78%	$0.12
STB.L	0.27%	4.51%	-
OSB.L	0.16%	6.78%	$0.32
N91.L	0.1%	6.95%	$0.12
SDR.L	0.09%	5.81%	$0.22
LGEN.L	0.08%	8.36%	$0.2
DGE.L	0.08%	4.15%	$0.81
INVP.L	0.07%	6.92%	$0.35
QQ.L	0.06%	1.61%	$0.08
GRG.L	0.05%	3.51%	$0.6
GSL	0.05%	7.34%	$1.5
NG.L	0.05%	4.51%	$0.57
BME.L	0.05%	5.18%	$0.15
VRAP.PA	0.05%	7.12%	-
REC.L	0.05%	8.44%	-
GSK.L	0.05%	4.11%	$0.59
PAG.L	0.05%	4.59%	$0.37
CARD.L	0.05%	5.19%	$0.05
NESN.ZU	0.04%	3.52%	$3
NWG.L	0.04%	4.08%	$0.17
SUS.L	0.04%	6.77%	-
VOD.L	0.04%	5.16%	$0.08
CMCX	0.04%	4.64%	$0.05
HAT.L	0.03%	2.76%	-
ABDN.L	0.03%	7.99%	$0.15
BT.L	0.03%	4.6%	$0.08
BATS.L	0.03%	6.85%	$2.36
IPF.L	0.03%	7.03%	-
ITV.L	0.03%	6.66%	$0.05
DNLM.L	0.03%	6.61%	$0.78
TCAP.L	0.03%	6.03%	$0.15
AV.L	0.02%	5.73%	$0.33
RIO.L	0.02%	7.12%	$3.41
CCC.L	0.02%	2.74%	$0.68
IMB.L	0.02%	6.58%	$1.49
STVG.L	0.02%	6.43%	-
GAW.L	0.02%	3.23%	$5.5
PAY.L	0.02%	5.23%	$0.48
CMPO	0.02%	2.17%	$0.3
IGG.L	0.02%	4.32%	$0.46
BARC.L	0.02%	2.53%	$0.08
HFD.L	0.02%	4.66%	$0.1
PETS.L	0.02%	5.02%	$0.13
JPM	0.01%	2%	$4.4
MNDI.L	0.01%	4.89%	$0.62
ULVR.L	0.01%	3.25%	$1.47
LYG	0.01%	3.71%	$0.14
BKG.L	0.01%	1.61%	$0.92
ABF.L	0.01%	3.06%	$0.54
BA.L	0.01%	1.71%	$0.3
HWDN.L	0.01%	2.49%	$0.21
NXT.L	0.01%	1.81%	$2.07
EXPN.L	0.01%	1.27%	$0.46
MRX	0.01%	1.34%	-
UNH	0.01%	2.83%	$7.74
BYIT.L	0.01%	1.88%	$0.09
MSFT	0.01%	0.69%	$3
DOCS.L	0.01%	2.26%	$0.03
FUTR.L	0.01%	0.49%	$0.03
SCT.L	0.01%	1.49%	$0.26
LSEG.L	0%	1.15%	$1.15
GOOG	0%	0.46%	$0.2
TQQQ	0%	1.79%	-
FTK.DE	0%	0.17%	$0.04
WMT	0%	0.97%	$0.81
COST	0%	0.47%	$19.22
AIR.PA	0%	1.21%	$1.8
META	0%	0.29%	$1
QQQ	0%	0.58%	-
SPY	0%	1.29%	-
BABA	0%	0.87%	$0.98
NVDA	0%	0.03%	$0.02
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
MRX	Pay Day	Jun 10, 2025	$0.15
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	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
UNH	Ex-Dividend	Jun 16, 2025	$2.21
EXPN.L	Ex-Dividend	Jun 19, 2025	$0.43
UNH	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
CARD.L	Pay Day	Jun 27, 2025	$0.05
HICL.L	Pay Day	Jun 30, 2025	$0.03
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
NXT.L	Ex-Dividend	Jul 3, 2025	$2.04
PAG.L	Ex-Dividend	Jul 3, 2025	$0.18
ABF.L	Pay Day	Jul 4, 2025	$0.28
CCC.L	Pay Day	Jul 4, 2025	$0.62
BABA	Pay Day	Jul 10, 2025	$0.95
GSK.L	Pay Day	Jul 10, 2025	$0.21
BYIT.L	Ex-Dividend	Jul 10, 2025	$0.13
CMCX	Ex-Dividend	Jul 10, 2025	$0.11
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	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	Ex-Dividend	Aug 15, 2025	$0.24
CMCX	Pay Day	Aug 15, 2025	$0.11
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
DOCS.L	Ex-Dividend	Aug 28, 2025	$0.02
INVP.L	Pay Day	Aug 29, 2025	$0.27
WMT	Pay Day	Sep 2, 2025	$0.24
IMB.L	Pay Day	Sep 30, 2025	$0.53
DOCS.L	Pay Day	Oct 8, 2025	$0.02

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

33.32

High:

OKTA

161.75

Low:

TWLO

-586.98

Details

PEG Ratio

101.82

High:

DNLM.L

1,131.33

Low:

TWLO

-617.7

Details

Price/Book

7.51

High:

NVDA

40.72

Low:

STVG.L

-42.69

Details

Price/Sales

6.21

High:

NBIS

68.31

Low:

HFD.L

0.23

Details

Price/CF

22.27

High:

NBIS

172.05

Low:

STB.L

0.76

Details

Price/FCF

42.8

High:

HICL.L

8,066.77

Low:

STB.L

0.82

Details

P/E Ratio

33.32

High:

OKTA

161.75

Low:

TWLO

-586.98

Details

PEG Ratio

101.82

High:

DNLM.L

1,131.33

Low:

TWLO

-617.7

Details

Price/Book

7.51

High:

NVDA

40.72

Low:

STVG.L

-42.69

Details

Price/Sales

6.21

High:

NBIS

68.31

Low:

HFD.L

0.23

Details

Price/CF

22.27

High:

NBIS

172.05

Low:

STB.L

0.76

Details

Price/FCF

42.8

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