Portfolio of DividendGrowth on eToro

DividendGrowth

🇬🇧 Stock Smart Portfolio.

3,314 copiers.

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

Summary

+3.27%

This Month

+5.89%

Year To Date

+6.28%

2 Years

+29.19%

5 Years

+42.91%

10 Years

+6.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
15.67%
💻 Electronic Technology
14.26%
🍞 Consumer Non Durables
13.99%
🧪 Process Industries
8.14%
⚡ Utilities
8.11%
🖥️ Technology Services
7.33%
⛏️ Energy Minerals
5.6%
🧬 Health Technology
5.38%
💰 Finance
5.21%
💼 Commercial Services
3.52%
🚚 Transportation
2.92%
🏭 Industrial Services
2.28%
📦 Distribution Services
2.25%
🪨 Non Energy Minerals
2.13%
💇‍♀️ Consumer Services
2.07%
💵 Cash
1.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
68.63%
🇺🇸 Nasdaq
30.22%

Countries Breakdown

Country
Total

🇺🇸 United States
91.02%
🇨🇦 Canada
3.22%
🇬🇧 United Kingdom
3.09%
🇮🇪 Ireland
1.52%

Dividends

Dividend Yield

2.27%

40 out of 40 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $ACN (4.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNQ	0.13%	3.96%	$1.48
TGT	0.12%	3.28%	$4.42
BBY	0.12%	4.47%	$3.72
BMY	0.11%	4.13%	$2.34
PEP	0.1%	4.19%	$5.15
ELS	0.1%	3.22%	$1.85
KR	0.09%	2.45%	$1.16
CVX.US	0.09%	3.73%	$6.28
EVRG	0.08%	3.22%	$2.54
XEL	0.08%	2.95%	$2.13
NEE	0.08%	2.68%	$1.97
NKE	0.08%	3.72%	$1.45
PG	0.07%	2.84%	$3.83
KO	0.07%	2.55%	$1.89
ACN	0.07%	4.54%	$4.99
MKC	0.07%	3.66%	$1.62
TXN	0.06%	1.98%	$5.14
JNJ	0.06%	2.07%	$4.81
MCD	0.06%	2.75%	$6.53
LMT	0.06%	2.68%	$12.45
UNP	0.05%	1.83%	$5.2
LOW	0.05%	2.32%	$4.45
SLGN	0.04%	1.74%	$0.74
QCOM	0.04%	2.09%	$3.25
NOC	0.04%	1.8%	$7.67
LIN	0.04%	1.21%	$5.33
LHX	0.03%	1.74%	$4.6
ADI.US	0.03%	1.11%	$3.56
FDS	0.03%	1.73%	$3.98
CHD	0.03%	1.23%	$1.11
JKHY	0.03%	1.57%	$2.14
RSG	0.03%	1.12%	$2.14
SHW	0.02%	0.96%	$2.64
RGLD	0.02%	0.99%	$1.58
ROP	0.02%	0.98%	$2.93
CAH	0.02%	0.9%	$2.01
BRO	0.02%	0.93%	$0.51
MSFT	0.02%	0.92%	$3
SPGI	0.01%	0.86%	$3.62
CASY	0.01%	0.27%	$1.79

Next Dividends

Stock	Type	Date	Pay Per Share
XEL	Pay Day	Jul 20, 2026	$0.59
LOW	Ex-Dividend	Jul 22, 2026	$1.25
ROP	Pay Day	Jul 22, 2026	$0.91
LOW	Pay Day	Aug 5, 2026	$1.25

Performance Metrics

Score 3.4/10

Beta

0.66

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.73

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.73

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.56

High:

ADI.US

55.78

Low:

MKC

8.73

Details

PEG Ratio

420.95

High:

EVRG

3,613.94

Low:

MKC

8.05

Details

Price/Book

5.92

High:

SHW

18.59

Low:

MCD

-151.69

Details

Price/Sales

3.35

High:

TXN

15.44

Low:

CAH

0.22

Details

Price/CF

16.48

High:

NKE

54.38

Low:

BBY

5.51

Details

Price/FCF

59.99

High:

TXN

4,155.74

Low:

CAH

12.78

Details

P/E Ratio

24.56

High:

ADI.US

55.78

Low:

MKC

8.73

Details

PEG Ratio

420.95

High:

EVRG

3,613.94

Low:

MKC

8.05

Details

Price/Book

5.92

High:

SHW

18.59

Low:

MCD

-151.69

Details

Price/Sales

3.35

High:

TXN

15.44

Low:

CAH

0.22

Details

Price/CF

16.48

High:

NKE

54.38

Low:

BBY

5.51

Details

Price/FCF

59.99

High:

TXN

4,155.74

Low:

CAH

12.78

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
-7.09%	Mar 2026	-	5
-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.

3,314 copiers.

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

Summary

+3.27%

This Month

+5.89%

Year To Date

+6.28%

2 Years

+29.19%

5 Years

+42.91%

10 Years

+6.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
15.67%
💻 Electronic Technology
14.26%
🍞 Consumer Non Durables
13.99%
🧪 Process Industries
8.14%
⚡ Utilities
8.11%
🖥️ Technology Services
7.33%
⛏️ Energy Minerals
5.6%
🧬 Health Technology
5.38%
💰 Finance
5.21%
💼 Commercial Services
3.52%
🚚 Transportation
2.92%
🏭 Industrial Services
2.28%
📦 Distribution Services
2.25%
🪨 Non Energy Minerals
2.13%
💇‍♀️ Consumer Services
2.07%
💵 Cash
1.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
68.63%
🇺🇸 Nasdaq
30.22%

Countries Breakdown

Country
Total

🇺🇸 United States
91.02%
🇨🇦 Canada
3.22%
🇬🇧 United Kingdom
3.09%
🇮🇪 Ireland
1.52%

Dividends

Dividend Yield

2.27%

40 out of 40 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $ACN (4.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNQ	0.13%	3.96%	$1.48
TGT	0.12%	3.28%	$4.42
BBY	0.12%	4.47%	$3.72
BMY	0.11%	4.13%	$2.34
PEP	0.1%	4.19%	$5.15
ELS	0.1%	3.22%	$1.85
KR	0.09%	2.45%	$1.16
CVX.US	0.09%	3.73%	$6.28
EVRG	0.08%	3.22%	$2.54
XEL	0.08%	2.95%	$2.13
NEE	0.08%	2.68%	$1.97
NKE	0.08%	3.72%	$1.45
PG	0.07%	2.84%	$3.83
KO	0.07%	2.55%	$1.89
ACN	0.07%	4.54%	$4.99
MKC	0.07%	3.66%	$1.62
TXN	0.06%	1.98%	$5.14
JNJ	0.06%	2.07%	$4.81
MCD	0.06%	2.75%	$6.53
LMT	0.06%	2.68%	$12.45
UNP	0.05%	1.83%	$5.2
LOW	0.05%	2.32%	$4.45
SLGN	0.04%	1.74%	$0.74
QCOM	0.04%	2.09%	$3.25
NOC	0.04%	1.8%	$7.67
LIN	0.04%	1.21%	$5.33
LHX	0.03%	1.74%	$4.6
ADI.US	0.03%	1.11%	$3.56
FDS	0.03%	1.73%	$3.98
CHD	0.03%	1.23%	$1.11
JKHY	0.03%	1.57%	$2.14
RSG	0.03%	1.12%	$2.14
SHW	0.02%	0.96%	$2.64
RGLD	0.02%	0.99%	$1.58
ROP	0.02%	0.98%	$2.93
CAH	0.02%	0.9%	$2.01
BRO	0.02%	0.93%	$0.51
MSFT	0.02%	0.92%	$3
SPGI	0.01%	0.86%	$3.62
CASY	0.01%	0.27%	$1.79

Next Dividends

Stock	Type	Date	Pay Per Share
XEL	Pay Day	Jul 20, 2026	$0.59
LOW	Ex-Dividend	Jul 22, 2026	$1.25
ROP	Pay Day	Jul 22, 2026	$0.91
LOW	Pay Day	Aug 5, 2026	$1.25

Performance Metrics

Score 3.4/10

Beta

0.66

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.73

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-3.94

-4

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.5

0.75

1.25

Information Ratio

-0.73

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.56

High:

ADI.US

55.78

Low:

MKC

8.73

Details

PEG Ratio

420.95

High:

EVRG

3,613.94

Low:

MKC

8.05

Details

Price/Book

5.92

High:

SHW

18.59

Low:

MCD

-151.69

Details

Price/Sales

3.35

High:

TXN

15.44

Low:

CAH

0.22

Details

Price/CF

16.48

High:

NKE

54.38

Low:

BBY

5.51

Details

Price/FCF

59.99

High:

TXN

4,155.74

Low:

CAH

12.78

Details

P/E Ratio

24.56

High:

ADI.US

55.78

Low:

MKC

8.73

Details

PEG Ratio

420.95

High:

EVRG

3,613.94

Low:

MKC

8.05

Details

Price/Book

5.92

High:

SHW

18.59

Low:

MCD

-151.69

Details

Price/Sales

3.35

High:

TXN

15.44

Low:

CAH

0.22

Details

Price/CF

16.48

High:

NKE

54.38

Low:

BBY

5.51

Details

Price/FCF

59.99

High:

TXN

4,155.74

Low:

CAH

12.78

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
-7.09%	Mar 2026	-	5
-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