Portfolio of DanielOrman on eToro

DanielOrman

🇬🇧 Stock Growth 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

-0.48%

This Month

+29.2%

Year To Date

+98.94%

2 Years

+85.64%

5 Years

+85.64%

10 Years

+22.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.68%
💰 Finance
21.77%
💻 Electronic Technology
11.93%
🛍️ Retail Trade
11.13%
🪙 Cryptocurrencies
8.8%
🍞 Consumer Non Durables
8.44%
💇‍♀️ Consumer Services
4.89%
🏥 Health Services
4.11%
🧬 Health Technology
2.98%
🚚 Transportation
1.24%
💵 Cash
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
50.51%
🇺🇸 NYSE
30.5%
🌍 Digital Currency
8.8%
🇸🇪 Stockholm Stock Exchange
4%
🇭🇰 Hong Kong Exchanges
3.13%
🇫🇷 Euronext Paris
3.02%

Countries Breakdown

Country
Total

🇺🇸 United States
55.05%
🇨🇳 China
7.89%
🇳🇱 Netherlands
7.64%
🇰🇾 Cayman Islands
5.55%
🇸🇪 Sweden
4%
🇫🇷 France
3.02%
🇩🇰 Denmark
2.98%
🇺🇾 Uruguay
2.34%
🇮🇪 Ireland
1.45%
🇲🇽 Mexico
1.24%

Dividends

Dividend Yield

0.67%

16 out of 28 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $EVO.ST (4.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVO.ST	0.17%	4.28%	$31.03
NVO	0.07%	2.21%	$0.98
MC.PA	0.06%	2.12%	$13
AXP	0.05%	0.91%	$2.6
OMAB	0.05%	3.87%	$4.66
ASML.RTH	0.05%	0.6%	$5.57
BABA	0.03%	0.6%	$0.98
KLAC.RTH	0.03%	0.63%	$5.65
COF	0.03%	1.12%	$2.4
YOU	0.03%	1.58%	$0.35
BKNG.RTH	0.02%	0.74%	$17.5
GOOGL	0.02%	0.32%	$0.2
0700.HK	0.02%	0.71%	$3.4
MSFT	0.02%	0.66%	$3
PAYC	0.01%	0.75%	$1.5
V	0.01%	0.69%	$2.01

Next Dividends

Stock	Type	Date	Pay Per Share
AXP	Pay Day	Nov 10, 2025	$0.82
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47
MSFT	Pay Day	Dec 11, 2025	$0.91

Performance Metrics

Score 7.4/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.86

0.5

1.5

Sortino Ratio

1.65

Jensen's Alpha

7.62

-2

Omega Ratio

1.6

1.5

2.5

Treynor Ratio

1.39

0.75

1.25

Information Ratio

0.69

0.3

0.6

Calmar Ratio

1.64

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.86

0.5

1.5

Sortino Ratio

1.65

Jensen's Alpha

7.62

-2

Omega Ratio

1.6

1.5

2.5

Treynor Ratio

1.39

0.75

1.25

Information Ratio

0.69

0.3

0.6

Calmar Ratio

1.64

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.93

High:

CELH

177.7

Low:

EVO.ST

10.85

Details

PEG Ratio

393.63

High:

BKNG.RTH

7,053.25

Low:

HIMS

6.78

Details

Price/Book

7.74

High:

KLAC.RTH

32.44

Low:

BKNG.RTH

-25.04

Details

Price/Sales

6.29

High:

17.35

Low:

COF

1.91

Details

Price/CF

18.01

High:

CELH

51.22

Low:

COF

5.48

Details

Price/FCF

43.68

High:

DLO

1,178.27

Low:

COF

6.36

Details