Portfolio of DividendGrowth on eToro

DividendGrowth

🇬🇧 Stock Smart Portfolio.

4,363 copiers.

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

Summary

+0.21%

Today

+0.21%

This Month

+1.2%

Year To Date

+9.15%

2 Years

+51.41%

5 Years

+6.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
20.49%
⚡ Utilities
14.71%
💻 Electronic Technology
14.36%
🛍️ Retail Trade
9.33%
🧪 Process Industries
8.17%
🧬 Health Technology
7.18%
⛏️ Energy Minerals
5.86%
💰 Finance
4.47%
🖥️ Technology Services
4.26%
💇‍♀️ Consumer Services
3.4%
🏭 Industrial Services
2.5%
📦 Distribution Services
2.41%
💼 Commercial Services
2.2%
💵 Cash
0.67%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
80.23%
🇺🇸 Nasdaq
19.12%

Countries Breakdown

Country
Total

🇺🇸 United States
91.03%
🇨🇦 Canada
3.01%
🇬🇧 United Kingdom
2.96%
🇮🇪 Ireland
2.35%

Dividends

Dividend Yield

2.53%

40 out of 40 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $EIX (5.4%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNQ	0.15%	4.89%	$1.48
BBY	0.12%	5.01%	$3.72
CVX	0.11%	3.97%	$6.28
TGT	0.11%	4.25%	$4.42
ES	0.11%	4.66%	$2.78
NEE	0.1%	3%	$1.97
PEP	0.1%	3.65%	$5.15
EVRG	0.09%	3.8%	$2.54
XEL	0.09%	3.14%	$2.13
JNJ	0.08%	3.21%	$4.81
EIX	0.08%	5.4%	$3.04
KO	0.08%	2.77%	$1.89
KMB	0.08%	3.46%	$4.8
MCD	0.08%	2.22%	$6.53
MDT.US	0.07%	3.18%	$2.77
NKE	0.07%	2.39%	$1.45
LMT	0.07%	2.85%	$12.45
SYY	0.07%	2.71%	$2.01
APD	0.06%	2.42%	$7.04
PG	0.06%	2.39%	$3.83
ELS	0.06%	2.94%	$1.85
TXN	0.06%	3.01%	$5.14
MKC	0.06%	2.14%	$1.62
NOC	0.05%	1.61%	$7.67
ATO	0.05%	2.17%	$3.16
CL	0.05%	2.18%	$1.96
LHX	0.05%	2.21%	$4.6
GD	0.05%	2.09%	$5.48
ADI	0.04%	1.89%	$3.56
ADP	0.04%	1.93%	$5.45
LOW	0.04%	1.97%	$4.45
BDX	0.04%	1.77%	$3.76
LIN	0.04%	1.22%	$5.33
RSG	0.02%	0.94%	$2.14
CHD	0.02%	1.06%	$1.11
SHW	0.02%	0.84%	$2.64
MSFT	0.02%	0.85%	$3
SPGI	0.02%	0.72%	$3.62
BRO	0.01%	0.45%	$0.51
CASY	0.01%	0.45%	$1.79

Next Dividends

Instrument	Type	Date	Pay Per Share
SYY	Ex-Dividend	Apr 4	$0.51
EIX	Ex-Dividend	Apr 7	$0.83
MKC	Ex-Dividend	Apr 7	$0.45
GD	Ex-Dividend	Apr 11	$1.50
ELS	Pay Day	Apr 11	$0.52
BBY	Pay Day	Apr 15	$0.95
RSG	Pay Day	Apr 15	$0.58
CL	Ex-Dividend	Apr 17	$0.52
XEL	Pay Day	Apr 20	$0.57
MKC	Pay Day	Apr 21	$0.45
LOW	Ex-Dividend	Apr 23	$1.15
SYY	Pay Day	Apr 25	$0.51
EIX	Pay Day	Apr 30	$0.83
CASY	Ex-Dividend	May 1	$0.50
LOW	Pay Day	May 7	$1.15
GD	Pay Day	May 9	$1.50
APD	Pay Day	May 12	$1.79
TGT	Ex-Dividend	May 14	$1.12
MSFT	Ex-Dividend	May 15	$0.83
CL	Pay Day	May 15	$0.52
CASY	Pay Day	May 15	$0.50
TGT	Pay Day	Jun 1	$1.12
MSFT	Pay Day	Jun 12	$0.83

Performance Metrics

Score 3.3/10

Beta

0.71

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-3

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.46

0.75

1.25

Information Ratio

-0.58

-1

0.3

0.6

Calmar Ratio

0.27

0.3

0.6

Beta

0.71

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-3

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.46

0.75

1.25

Information Ratio

-0.58

-1

0.3

0.6

Calmar Ratio

0.27

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.52

High:

ADI

63.52

Low:

TGT

11.79

Details

PEG Ratio

233.62

High:

JNJ

715.33

Low:

9.52

Details

Price/Book

6.17

High:

359.91

Low:

MCD

-59.08

Details

Price/Sales

3.97

High:

SPGI

11.11

Low:

BBY

0.39

Details

Price/CF

18.47

High:

39.5

Low:

EIX

6.18

Details

Price/FCF

63.66

High:

PEP

5,253.35

Low:

XEL

21.55

Details