Portfolio of DanielOrman on eToro

DanielOrman

🇬🇧 Growth Stock Investor.

1 copier.

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

Summary

+0.18%

Today

+2.21%

This Month

+8.29%

Year To Date

+54.44%

2 Years

+55.59%

5 Years

+17.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
20.41%
🖥️ Technology Services
18.97%
🛍️ Retail Trade
10.72%
🪙 Cryptocurrencies
9.93%
💻 Electronic Technology
9.27%
🍞 Consumer Non Durables
7.63%
💇‍♀️ Consumer Services
6.53%
🏥 Health Services
5.49%
🧬 Health Technology
4.23%
🚗 Consumer Durables
3.56%
💵 Cash
2.84%
🚚 Transportation
1.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.36%
🇺🇸 NYSE
32.83%
🌍 Digital Currency
9.93%
🇸🇪 Stockholm Stock Exchange
3.93%
🇭🇰 Hong Kong Exchanges
3.03%
🇫🇷 Euronext Paris
2.77%
🇬🇧 LSE
1.94%

Countries Breakdown

Country
Total

🇺🇸 United States
54.64%
🇨🇳 China
7.03%
🇳🇱 Netherlands
5.62%
🇰🇾 Cayman Islands
5.33%
🇩🇰 Denmark
4.23%
🇸🇪 Sweden
3.93%
🇫🇷 France
2.77%
🇬🇧 United Kingdom
1.94%
🇮🇪 Ireland
1.34%
🇲🇽 Mexico
1.03%

Dividends

Dividend Yield

0.78%

16 out of 28 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $EVO.ST (4.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVO.ST	0.18%	4.69%	$31.03
PSN.L	0.09%	4.66%	$0.6
MC.PA	0.08%	2.76%	$13
NVO	0.07%	1.58%	$0.98
AXP	0.06%	0.97%	$2.6
ASML	0.04%	0.78%	$5.57
OMAB	0.04%	3.82%	$4.66
BABA	0.03%	0.86%	$0.98
COF	0.03%	1.21%	$2.4
KLAC	0.03%	0.84%	$5.65
BKNG	0.03%	0.65%	$17.5
0700.HK	0.03%	0.88%	$3.4
GOOGL	0.02%	0.47%	$0.2
MSFT	0.02%	0.69%	$3
PAYC	0.02%	0.56%	$1.5
V	0.01%	0.62%	$2.01

Next Dividends

Stock	Type	Date	Pay Per Share
PAYC	Pay Day	Jun 9, 2025	$0.38
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
GOOGL	Pay Day	Jun 16, 2025	$0.21
PSN.L	Ex-Dividend	Jun 19, 2025	$0.52
BKNG	Pay Day	Jun 30, 2025	$9.60
BABA	Pay Day	Jul 10, 2025	$0.95
PSN.L	Pay Day	Jul 11, 2025	$0.52

Performance Metrics

Score 6.5/10

Beta

0.91

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.1

Jensen's Alpha

5.77

-2

Omega Ratio

1.43

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.52

0.3

0.6

Calmar Ratio

1.19

0.3

0.6

Beta

0.91

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.1

Jensen's Alpha

5.77

-2

Omega Ratio

1.43

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.52

0.3

0.6

Calmar Ratio

1.19

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.62

High:

TSLA

162.31

Low:

EVO.ST

9.65

Details

PEG Ratio

156.81

High:

ADSK

5,174.71

Low:

HIMS

1.32

Details

Price/Book

7.11

High:

KLAC

26.68

Low:

BKNG

-30.04

Details

Price/Sales

5.36

High:

19.43

Low:

PSN.L

1.3

Details

Price/CF

17.22

High:

TSLA

54.2

Low:

COF

3.47

Details

Price/FCF

38.32

High:

PSN.L

260.93

Low:

COF

3.97

Details