Portfolio of DividendGrowth on eToro

DividendGrowth

🇬🇧 Stock Smart Portfolio.

3,518 copiers.

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

Summary

+2.54%

This Month

+7.88%

Year To Date

+17.51%

2 Years

+50.3%

5 Years

+45.6%

10 Years

+7.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
15.87%
🛍️ Retail Trade
14.51%
💻 Electronic Technology
14.04%
🖥️ Technology Services
8.6%
🧪 Process Industries
8.12%
⚡ Utilities
7.74%
💰 Finance
5.3%
⛏️ Energy Minerals
5.09%
🧬 Health Technology
4.96%
💼 Commercial Services
3.3%
🪨 Non Energy Minerals
2.98%
💇‍♀️ Consumer Services
2.48%
🚚 Transportation
2.4%
🏭 Industrial Services
2.21%
📦 Distribution Services
2.02%
💵 Cash
0.4%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.68%
🇺🇸 Nasdaq
28.95%

Countries Breakdown

Country
Total

🇺🇸 United States
91.49%
🇬🇧 United Kingdom
2.81%
🇨🇦 Canada
2.81%
🇮🇪 Ireland
2.52%

Dividends

Dividend Yield

2.28%

40 out of 40 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BBY (5.97%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TGT	0.13%	4.36%	$4.42
CNQ	0.13%	4.54%	$1.48
BBY	0.12%	5.97%	$3.72
BMY	0.11%	4.55%	$2.34
PEP	0.11%	3.67%	$5.15
ELS	0.1%	3.26%	$1.85
KR	0.09%	2.2%	$1.16
CVX	0.09%	3.99%	$6.28
EVRG	0.08%	3.52%	$2.54
XEL	0.08%	3.03%	$2.13
NKE	0.08%	2.63%	$1.45
NEE	0.07%	2.58%	$1.97
MKC	0.07%	3%	$1.62
PG	0.07%	2.79%	$3.83
KO	0.07%	2.72%	$1.89
TXN	0.06%	2.63%	$5.14
ACN	0.06%	2.38%	$4.99
JNJ	0.06%	2.29%	$4.81
MCD	0.06%	2.28%	$6.53
UNP	0.06%	2.33%	$5.2
LMT	0.05%	2.12%	$12.45
LOW	0.05%	1.81%	$4.45
SLGN	0.05%	1.85%	$0.74
NOC	0.04%	1.32%	$7.67
QCOM	0.04%	2.38%	$3.25
LIN	0.04%	1.32%	$5.33
LHX	0.03%	1.44%	$4.6
ADI.US	0.03%	1.3%	$3.56
CHD	0.03%	1.24%	$1.11
JKHY	0.03%	1.31%	$2.14
FDS	0.03%	1.74%	$3.98
SHW	0.03%	0.9%	$2.64
RSG	0.03%	1.14%	$2.14
RGLD	0.02%	0.69%	$1.58
CAH	0.02%	0.96%	$2.01
BRO	0.02%	0.88%	$0.51
ROP	0.02%	0.91%	$2.93
MSFT	0.02%	0.82%	$3
SPGI	0.01%	0.74%	$3.62
CASY	0.01%	0.36%	$1.79

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.42

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.51

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.42

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.51

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.13

High:

ADI.US

68.04

Low:

TGT

12.8

Details

PEG Ratio

1,388.71

High:

MKC

20,626.22

Low:

BMY

10.18

Details

Price/Book

6.33

High:

LMT

21.61

Low:

MCD

-103.7

Details

Price/Sales

3.48

High:

RGLD

20.21

Low:

CAH

0.22

Details

Price/CF

16.9

High:

37.25

Low:

BMY

5.53

Details

Price/FCF

54.33

High:

PEP

5,253.35

Low:

BMY

8.93

Details

P/E Ratio

26.13

High:

ADI.US

68.04

Low:

TGT

12.8

Details

PEG Ratio

1,388.71

High:

MKC

20,626.22

Low:

BMY

10.18

Details

Price/Book

6.33

High:

LMT

21.61

Low:

MCD

-103.7

Details

Price/Sales

3.48

High:

RGLD

20.21

Low:

CAH

0.22

Details

Price/CF

16.9

High:

37.25

Low:

BMY

5.53

Details

Price/FCF

54.33

High:

PEP

5,253.35

Low:

BMY

8.93

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.6%	Apr 2022	Nov 2022	7
-10.64%	Mar 2020	Jul 2020	4
-10.24%	Dec 2022	Feb 2024	14
-10.21%	Oct 2024	Feb 2026	16
-3.25%	Sep 2021	Oct 2021	1
-3.06%	Oct 2020	Nov 2020	1
-2.47%	Jan 2022	Mar 2022	2
-2.45%	Jan 2021	Mar 2021	2
-2.23%	Apr 2024	May 2024	1
-2.16%	Jun 2024	Jul 2024	1
-1.68%	Nov 2021	Dec 2021	1

Monthly Performance

Portfolio of DividendGrowth on eToro

DividendGrowth

🇬🇧 Stock Smart Portfolio.

3,518 copiers.

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

Summary

+2.54%

This Month

+7.88%

Year To Date

+17.51%

2 Years

+50.3%

5 Years

+45.6%

10 Years

+7.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
15.87%
🛍️ Retail Trade
14.51%
💻 Electronic Technology
14.04%
🖥️ Technology Services
8.6%
🧪 Process Industries
8.12%
⚡ Utilities
7.74%
💰 Finance
5.3%
⛏️ Energy Minerals
5.09%
🧬 Health Technology
4.96%
💼 Commercial Services
3.3%
🪨 Non Energy Minerals
2.98%
💇‍♀️ Consumer Services
2.48%
🚚 Transportation
2.4%
🏭 Industrial Services
2.21%
📦 Distribution Services
2.02%
💵 Cash
0.4%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.68%
🇺🇸 Nasdaq
28.95%

Countries Breakdown

Country
Total

🇺🇸 United States
91.49%
🇬🇧 United Kingdom
2.81%
🇨🇦 Canada
2.81%
🇮🇪 Ireland
2.52%

Dividends

Dividend Yield

2.28%

40 out of 40 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BBY (5.97%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TGT	0.13%	4.36%	$4.42
CNQ	0.13%	4.54%	$1.48
BBY	0.12%	5.97%	$3.72
BMY	0.11%	4.55%	$2.34
PEP	0.11%	3.67%	$5.15
ELS	0.1%	3.26%	$1.85
KR	0.09%	2.2%	$1.16
CVX	0.09%	3.99%	$6.28
EVRG	0.08%	3.52%	$2.54
XEL	0.08%	3.03%	$2.13
NKE	0.08%	2.63%	$1.45
NEE	0.07%	2.58%	$1.97
MKC	0.07%	3%	$1.62
PG	0.07%	2.79%	$3.83
KO	0.07%	2.72%	$1.89
TXN	0.06%	2.63%	$5.14
ACN	0.06%	2.38%	$4.99
JNJ	0.06%	2.29%	$4.81
MCD	0.06%	2.28%	$6.53
UNP	0.06%	2.33%	$5.2
LMT	0.05%	2.12%	$12.45
LOW	0.05%	1.81%	$4.45
SLGN	0.05%	1.85%	$0.74
NOC	0.04%	1.32%	$7.67
QCOM	0.04%	2.38%	$3.25
LIN	0.04%	1.32%	$5.33
LHX	0.03%	1.44%	$4.6
ADI.US	0.03%	1.3%	$3.56
CHD	0.03%	1.24%	$1.11
JKHY	0.03%	1.31%	$2.14
FDS	0.03%	1.74%	$3.98
SHW	0.03%	0.9%	$2.64
RSG	0.03%	1.14%	$2.14
RGLD	0.02%	0.69%	$1.58
CAH	0.02%	0.96%	$2.01
BRO	0.02%	0.88%	$0.51
ROP	0.02%	0.91%	$2.93
MSFT	0.02%	0.82%	$3
SPGI	0.01%	0.74%	$3.62
CASY	0.01%	0.36%	$1.79

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.42

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.51

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.42

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.51

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.13

High:

ADI.US

68.04

Low:

TGT

12.8

Details

PEG Ratio

1,388.71

High:

MKC

20,626.22

Low:

BMY

10.18

Details

Price/Book

6.33

High:

LMT

21.61

Low:

MCD

-103.7

Details

Price/Sales

3.48

High:

RGLD

20.21

Low:

CAH

0.22

Details

Price/CF

16.9

High:

37.25

Low:

BMY

5.53

Details

Price/FCF

54.33

High:

PEP

5,253.35

Low:

BMY

8.93

Details

P/E Ratio

26.13

High:

ADI.US

68.04

Low:

TGT

12.8

Details

PEG Ratio

1,388.71

High:

MKC

20,626.22

Low:

BMY

10.18

Details

Price/Book

6.33

High:

LMT

21.61

Low:

MCD

-103.7

Details

Price/Sales

3.48

High:

RGLD

20.21

Low:

CAH

0.22

Details

Price/CF

16.9

High:

37.25

Low:

BMY

5.53

Details

Price/FCF

54.33

High:

PEP

5,253.35

Low:

BMY

8.93

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.6%	Apr 2022	Nov 2022	7
-10.64%	Mar 2020	Jul 2020	4
-10.24%	Dec 2022	Feb 2024	14
-10.21%	Oct 2024	Feb 2026	16
-3.25%	Sep 2021	Oct 2021	1
-3.06%	Oct 2020	Nov 2020	1
-2.47%	Jan 2022	Mar 2022	2
-2.45%	Jan 2021	Mar 2021	2
-2.23%	Apr 2024	May 2024	1
-2.16%	Jun 2024	Jul 2024	1
-1.68%	Nov 2021	Dec 2021	1