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%

Today

+0.97%

This Month

+5.63%

Year To Date

+34.82%

2 Years

+63.01%

5 Years

+20.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.73%
🖥️ Technology Services
23.91%
🍞 Consumer Non Durables
12.33%
🚗 Consumer Durables
7.65%
💻 Electronic Technology
5.95%
🛍️ Retail Trade
4.95%
💼 Commercial Services
4.53%
💇‍♀️ Consumer Services
3.06%
💵 Cash
2.78%
🧩 Miscellaneous
1.67%
📡 Communications
1.63%
⚡ Utilities
1.54%
🧪 Process Industries
1.48%
🧬 Health Technology
1.29%
📊 ETFs
0.88%
🚚 Transportation
0.74%
📦 Distribution Services
0.51%
🏥 Health Services
0.34%
🪙 Cryptocurrencies
0.12%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
58.94%
🇺🇸 Nasdaq
27.82%
🇺🇸 NYSE
6.07%
🇩🇪 FRA
1.68%
🇨🇭 SIX
1.53%
🇫🇷 Euronext Paris
1.14%
🌍 Digital Currency
0.12%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
57.91%
🇺🇸 United States
24.3%
🇨🇭 Switzerland
2.62%
🇳🇱 Netherlands
2.28%
🇩🇪 Germany
1.68%
🇨🇦 Canada
1.52%
🇱🇺 Luxembourg
1.4%
🇫🇷 France
0.97%
🇰🇷 South Korea
0.89%
🇮🇪 Ireland
0.81%
🇬🇷 Greece
0.74%
🇮🇱 Israel
0.58%
🇧🇲 Bermuda
0.5%
🇯🇵 Japan
0.07%
🇨🇳 China
0.03%

Dividends

Dividend Yield

3.17%

68 out of 99 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $REC.L (8.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MONY.L	0.7%	6.51%	$0.12
STB.L	0.33%	5.74%	-
OSB.L	0.19%	7.69%	$0.32
N91.L	0.11%	8.59%	$0.12
SDR.L	0.1%	6.85%	$0.22
LGEN.L	0.1%	8.61%	$0.2
DGE.L	0.1%	3.87%	$0.81
INVP.L	0.09%	7.91%	$0.35
NG.L	0.08%	5.1%	$0.57
CARD.L	0.07%	6.29%	$0.05
VOD.L	0.07%	8.05%	$0.08
REC.L	0.07%	8.69%	-
GRG.L	0.07%	3.77%	$0.6
VRAP.PA	0.07%	6.85%	-
QQ.L	0.07%	2.19%	$0.08
BME.L	0.06%	4.63%	$0.15
GSL	0.06%	8.4%	$1.5
GSK.L	0.06%	4.57%	$0.59
PAG.L	0.06%	5.05%	$0.37
NESN.ZU	0.05%	3.47%	$3
NWG.L	0.05%	4.68%	$0.17
BT.L	0.04%	4.89%	$0.08
IPF.L	0.03%	8.51%	-
ITV.L	0.03%	6.59%	$0.05
DNLM.L	0.03%	7.42%	$0.78
TCAP.L	0.03%	6.58%	$0.15
AV.L	0.03%	6.79%	$0.33
CCC.L	0.03%	3.11%	$0.68
STVG.L	0.03%	7.03%	-
GAW.L	0.03%	3.58%	$5.5
PAY.L	0.02%	5.91%	$0.48
CMPO	0.02%	2.82%	$0.3
BARC.L	0.02%	3.03%	$0.08
IGG.L	0.02%	4.53%	$0.46
HFD.L	0.02%	5.67%	$0.1
JPM	0.02%	2.18%	$4.4
ULVR.L	0.02%	3.09%	$1.47
MNDI.L	0.02%	5.34%	$0.62
LYG	0.02%	4.19%	$0.14
BKG.L	0.01%	1.71%	$0.92
PDCO	0.01%	2.49%	$1.04
BA.L	0.01%	1.93%	$0.3
HWDN.L	0.01%	2.94%	$0.21
EXPN.L	0.01%	1.39%	$0.46
NXT.L	0.01%	1.94%	$2.07
MSFT	0.01%	0.88%	$3
DOCS.L	0.01%	3.46%	$0.03
BYIT.L	0.01%	1.84%	$0.09
TQQQ	0.01%	1.72%	-
FUTR.L	0.01%	0.47%	$0.03
MRX	0.01%	1.09%	-
SCT.L	0.01%	1.71%	$0.26
LSEG.L	0.01%	1.14%	$1.15
WMT	0%	1.01%	$0.81
PM	0%	3.28%	$5.2
FTK.DE	0%	0.2%	$0.04
GOOG	0%	0.52%	$0.2
HMC	0%	4.15%	$0.65
COST	0%	0.48%	$19.22
AIR.PA	0%	1.47%	$1.8
BBY	0%	6.08%	$3.72
META	0%	0.4%	$1
QQQ	0%	0.64%	-
SPY	0%	1.28%	-
NVDA	0%	0.04%	$0.02
RCP.L	0%	0.02%	-
BABA	0%	0.9%	$0.98
HICL.L	0%	0.07%	-

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Ex-Dividend	Apr 22, 2025	$1.04
AIR.PA	Pay Day	Apr 24, 2025	$1.04
DGE.L	Pay Day	Apr 24, 2025	$0.50
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
QQQ	Pay Day	Apr 24, 2025	$-
NWG.L	Pay Day	Apr 28, 2025	$0.20
JPM	Pay Day	Apr 30, 2025	$1.40
GRG.L	Ex-Dividend	May 1, 2025	$0.64
COST	Ex-Dividend	May 2, 2025	$1.30
GAW.L	Pay Day	May 7, 2025	$1.29
SDR.L	Pay Day	May 8, 2025	$0.19
WMT	Ex-Dividend	May 9, 2025	$0.24
OSB.L	Pay Day	May 13, 2025	$0.30
MSFT	Ex-Dividend	May 15, 2025	$0.83
COST	Pay Day	May 16, 2025	$1.30
MNDI.L	Pay Day	May 16, 2025	$0.49
MONY.L	Pay Day	May 16, 2025	$0.12
LSEG.L	Pay Day	May 21, 2025	$1.13
SCT.L	Pay Day	May 21, 2025	$0.12
ITV.L	Pay Day	May 22, 2025	$0.04
HWDN.L	Pay Day	May 23, 2025	$0.21
TCAP.L	Pay Day	May 23, 2025	$0.15
WMT	Pay Day	May 27, 2025	$0.24
GRG.L	Pay Day	May 30, 2025	$0.64
LYG	Pay Day	May 30, 2025	$0.10
LGEN.L	Pay Day	Jun 5, 2025	$0.20
CCC.L	Ex-Dividend	Jun 5, 2025	$0.62
MSFT	Pay Day	Jun 12, 2025	$0.83
NXT.L	Ex-Dividend	Jul 3, 2025	$2.04
CCC.L	Pay Day	Jul 4, 2025	$0.62
NXT.L	Pay Day	Aug 1, 2025	$2.04

Performance Metrics

Score 7/10

Beta

0.76

0.76

0

0.8

1.2

0

2

Sharpe Ratio

0.9

0.9

0

0.5

1

1.5

1.5

Sortino Ratio

1.81

1.81

0

1

2

3

3

Jensen's Alpha

5.83

5.83

-2

0

2

6

6

Omega Ratio

1.23

1.23

0

1

1.5

2.5

2.5

Treynor Ratio

1.55

1.55

0

0.75

1.25

2

2

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

1.79

1.79

0

0.3

0.6

2

2

Beta

0.76

0.76

0

0.8

1.2

0

2

Sharpe Ratio

0.9

0.9

0

0.5

1

1.5

1.5

Sortino Ratio

1.81

1.81

0

1

2

3

3

Jensen's Alpha

5.83

5.83

-2

0

2

6

6

Omega Ratio

1.23

1.23

0

1

1.5

2.5

2.5

Treynor Ratio

1.55

1.55

0

0.75

1.25

2

2

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

1.79

1.79

0

0.3

0.6

2

2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.04

High:

OKTA

1,671.16

Low:

TWLO

-133.75

Details

PEG Ratio

2,662.81

High:

SRAD

119,594.76

Low:

PATH

-396.28

Details

Price/Book

6.66

High:

NVDA

31.32

Low:

STVG.L

-38.96

Details

Price/Sales

5.23

High:

DJT

1,343.89

Low:

HFD.L

0.19

Details

Price/CF

25.74

High:

NBIS

172.05

Low:

VOD.L

1.55

Details

Price/FCF

48.22

High:

HICL.L

8,066.77

Low:

LYG

0.87

Details

P/E Ratio

30.04

High:

OKTA

1,671.16

Low:

TWLO

-133.75

Details

PEG Ratio

2,662.81

High:

SRAD

119,594.76

Low:

PATH

-396.28

Details

Price/Book

6.66

High:

NVDA

31.32

Low:

STVG.L

-38.96

Details

Price/Sales

5.23

High:

DJT

1,343.89

Low:

HFD.L

0.19

Details

Price/CF

25.74

High:

NBIS

172.05

Low:

VOD.L

1.55

Details

Price/FCF

48.22

High:

HICL.L

8,066.77

Low:

LYG

0.87

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