Portfolio of DividendHolding on eToro

DividendHolding

🇬🇧 Stock Value Investor.

54 copiers.

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

Summary

+0.33%

This Month

+0.33%

Year To Date

+7.19%

2 Years

+25.23%

5 Years

+25.23%

10 Years

+5.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
45.2%
🖥️ Technology Services
12.01%
🍞 Consumer Non Durables
9.55%
📊 ETFs
7.85%
💰 Finance
5.77%
💇‍♀️ Consumer Services
5.04%
🛍️ Retail Trade
4.17%
💻 Electronic Technology
2.9%
🧬 Health Technology
2.69%
🪨 Non Energy Minerals
2.43%
📡 Communications
1.6%
🚗 Consumer Durables
1.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
33.11%
🇬🇧 LSE
19.72%
🇺🇸 Nasdaq
2.25%

Countries Breakdown

Country
Total

🇺🇸 United States
24.98%
🇬🇧 United Kingdom
15.54%
🇱🇺 Luxembourg
4.17%
🇨🇦 Canada
2.53%

Dividends

Dividend Yield

2.26%

14 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ABR (16.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HPQ	0.5%	5.92%	$1.1
BME.L	0.32%	7.66%	$0.15
BAG.L	0.26%	2.7%	$0.15
MONY.L	0.24%	6.88%	$0.12
ABR	0.21%	16.58%	$1.72
VZ	0.11%	7%	$2.66
O	0.1%	5.25%	$3.09
RIO.L	0.1%	4.3%	$3.41
TD	0.08%	3.25%	$2.93
LMT	0.07%	2.32%	$12.45
MCD	0.07%	2.38%	$6.53
WHR	0.07%	6.15%	$7
JNJ	0.06%	2.41%	$4.81
SBUX	0.06%	2.64%	$2.24

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.3/10

Beta

0.62

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.29

Jensen's Alpha

-1.86

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.43

-1

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

0.62

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.29

Jensen's Alpha

-1.86

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.43

-1

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

17.55

High:

57.6

Low:

WHR

-25.55

Details

PEG Ratio

398.73

High:

3,157.55

Low:

8.15

Details

Price/Book

4.83

High:

LMT

21.44

Low:

MCD

-99.7

Details

Price/Sales

2.3

High:

10.04

Low:

BME.L

0.3

Details

Price/CF

12.84

High:

20.96

Low:

BME.L

4.25

Details

Price/FCF

36.16

High:

SBUX

1,256.06

Low:

8.96

Details

P/E Ratio

17.55

High:

57.6

Low:

WHR

-25.55

Details

PEG Ratio

398.73

High:

3,157.55

Low:

8.15

Details

Price/Book

4.83

High:

LMT

21.44

Low:

MCD

-99.7

Details

Price/Sales

2.3

High:

10.04

Low:

BME.L

0.3

Details

Price/CF

12.84

High:

20.96

Low:

BME.L

4.25

Details

Price/FCF

36.16

High:

SBUX

1,256.06

Low:

8.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.21%	Apr 2022	Jan 2023	9
-6.14%	Feb 2023	Jun 2023	4
-5.61%	Aug 2023	Nov 2023	3
-4.6%	Oct 2024	Aug 2025	10
-3.02%	Oct 2025	-	4
-2.77%	Apr 2024	May 2024	1
-2.61%	Jan 2024	Mar 2024	2
-0.9%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of DividendHolding on eToro

DividendHolding

🇬🇧 Stock Value Investor.

54 copiers.

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

Summary

+0.33%

This Month

+0.33%

Year To Date

+7.19%

2 Years

+25.23%

5 Years

+25.23%

10 Years

+5.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
45.2%
🖥️ Technology Services
12.01%
🍞 Consumer Non Durables
9.55%
📊 ETFs
7.85%
💰 Finance
5.77%
💇‍♀️ Consumer Services
5.04%
🛍️ Retail Trade
4.17%
💻 Electronic Technology
2.9%
🧬 Health Technology
2.69%
🪨 Non Energy Minerals
2.43%
📡 Communications
1.6%
🚗 Consumer Durables
1.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
33.11%
🇬🇧 LSE
19.72%
🇺🇸 Nasdaq
2.25%

Countries Breakdown

Country
Total

🇺🇸 United States
24.98%
🇬🇧 United Kingdom
15.54%
🇱🇺 Luxembourg
4.17%
🇨🇦 Canada
2.53%

Dividends

Dividend Yield

2.26%

14 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ABR (16.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HPQ	0.5%	5.92%	$1.1
BME.L	0.32%	7.66%	$0.15
BAG.L	0.26%	2.7%	$0.15
MONY.L	0.24%	6.88%	$0.12
ABR	0.21%	16.58%	$1.72
VZ	0.11%	7%	$2.66
O	0.1%	5.25%	$3.09
RIO.L	0.1%	4.3%	$3.41
TD	0.08%	3.25%	$2.93
LMT	0.07%	2.32%	$12.45
MCD	0.07%	2.38%	$6.53
WHR	0.07%	6.15%	$7
JNJ	0.06%	2.41%	$4.81
SBUX	0.06%	2.64%	$2.24

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.3/10

Beta

0.62

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.29

Jensen's Alpha

-1.86

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.43

-1

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

0.62

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.29

Jensen's Alpha

-1.86

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.43

-1

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

17.55

High:

57.6

Low:

WHR

-25.55

Details

PEG Ratio

398.73

High:

3,157.55

Low:

8.15

Details

Price/Book

4.83

High:

LMT

21.44

Low:

MCD

-99.7

Details

Price/Sales

2.3

High:

10.04

Low:

BME.L

0.3

Details

Price/CF

12.84

High:

20.96

Low:

BME.L

4.25

Details

Price/FCF

36.16

High:

SBUX

1,256.06

Low:

8.96

Details

P/E Ratio

17.55

High:

57.6

Low:

WHR

-25.55

Details

PEG Ratio

398.73

High:

3,157.55

Low:

8.15

Details

Price/Book

4.83

High:

LMT

21.44

Low:

MCD

-99.7

Details

Price/Sales

2.3

High:

10.04

Low:

BME.L

0.3

Details

Price/CF

12.84

High:

20.96

Low:

BME.L

4.25

Details

Price/FCF

36.16

High:

SBUX

1,256.06

Low:

8.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.21%	Apr 2022	Jan 2023	9
-6.14%	Feb 2023	Jun 2023	4
-5.61%	Aug 2023	Nov 2023	3
-4.6%	Oct 2024	Aug 2025	10
-3.02%	Oct 2025	-	4
-2.77%	Apr 2024	May 2024	1
-2.61%	Jan 2024	Mar 2024	2
-0.9%	Jun 2024	Jul 2024	1