Portfolio of DividendHolding on eToro

DividendHolding

🇬🇧 Stock Value Investor.

45 copiers.

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

Summary

+1.54%

This Month

+5.21%

Year To Date

+7.69%

2 Years

+31.32%

5 Years

+31.32%

10 Years

+6.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
50.21%
🖥️ Technology Services
13.68%
📊 ETFs
8.22%
💰 Finance
5.85%
🛍️ Retail Trade
4.75%
💇‍♀️ Consumer Services
4.7%
🍞 Consumer Non Durables
4.43%
🧬 Health Technology
3.01%
💻 Electronic Technology
2.41%
🪨 Non Energy Minerals
2.35%
📡 Communications
1.68%
🚗 Consumer Durables
0.42%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
33.94%
🇬🇧 LSE
15.18%
🇺🇸 Nasdaq
2.39%

Countries Breakdown

Country
Total

🇺🇸 United States
25.01%
🇬🇧 United Kingdom
15.18%
🇨🇦 Canada
3.11%

Dividends

Dividend Yield

1.91%

14 out of 15 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $ABR (20.98%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HPQ	0.49%	4.85%	$1.1
MONY.L	0.23%	6.4%	$0.12
BME.L	0.22%	4.64%	$0.15
ABR	0.16%	20.98%	$1.72
BAG.L	0.12%	2.64%	$0.15
VZ	0.11%	6.42%	$2.66
RIO.L	0.1%	4.42%	$3.41
O	0.1%	5%	$3.09
TD	0.08%	2.64%	$2.93
LMT	0.06%	2.69%	$12.45
MCD	0.06%	2.78%	$6.53
JNJ	0.06%	2.09%	$4.81
SBUX	0.06%	2.37%	$2.24
WHR	0.05%	12.21%	$7

Next Dividends

Stock	Type	Date	Pay Per Share
TD	Pay Day	Jul 31, 2026	$0.81

Performance Metrics

Score 3.4/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.21

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-1.74

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.38

0.75

1.25

Information Ratio

-0.45

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.21

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-1.74

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.38

0.75

1.25

Information Ratio

-0.45

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.41

High:

SBUX

80.91

Low:

HPQ

8.94

Details

PEG Ratio

289.01

High:

MONY.L

639.86

Low:

WHR

0.7

Details

Price/Book

4.98

High:

LMT

16.07

Low:

HPQ

-153.8

Details

Price/Sales

2.41

High:

9.97

Low:

WHR

0.16

Details

Price/CF

11.09

High:

JNJ

25.71

Low:

BME.L

2.37

Details

Price/FCF

26.28

High:

SBUX

1,256.06

Low:

BME.L

3.98

Details

P/E Ratio

21.41

High:

SBUX

80.91

Low:

HPQ

8.94

Details

PEG Ratio

289.01

High:

MONY.L

639.86

Low:

WHR

0.7

Details

Price/Book

4.98

High:

LMT

16.07

Low:

HPQ

-153.8

Details

Price/Sales

2.41

High:

9.97

Low:

WHR

0.16

Details

Price/CF

11.09

High:

JNJ

25.71

Low:

BME.L

2.37

Details

Price/FCF

26.28

High:

SBUX

1,256.06

Low:

BME.L

3.98

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
-3.47%	Mar 2026	May 2026	2
-3.02%	Oct 2025	Feb 2026	4
-2.77%	Apr 2024	May 2024	1
-2.61%	Jan 2024	Mar 2024	2
-1.3%	Jun 2026	Jul 2026	1
-0.9%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of DividendHolding on eToro

DividendHolding

🇬🇧 Stock Value Investor.

45 copiers.

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

Summary

+1.54%

This Month

+5.21%

Year To Date

+7.69%

2 Years

+31.32%

5 Years

+31.32%

10 Years

+6.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
50.21%
🖥️ Technology Services
13.68%
📊 ETFs
8.22%
💰 Finance
5.85%
🛍️ Retail Trade
4.75%
💇‍♀️ Consumer Services
4.7%
🍞 Consumer Non Durables
4.43%
🧬 Health Technology
3.01%
💻 Electronic Technology
2.41%
🪨 Non Energy Minerals
2.35%
📡 Communications
1.68%
🚗 Consumer Durables
0.42%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
33.94%
🇬🇧 LSE
15.18%
🇺🇸 Nasdaq
2.39%

Countries Breakdown

Country
Total

🇺🇸 United States
25.01%
🇬🇧 United Kingdom
15.18%
🇨🇦 Canada
3.11%

Dividends

Dividend Yield

1.91%

14 out of 15 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $ABR (20.98%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HPQ	0.49%	4.85%	$1.1
MONY.L	0.23%	6.4%	$0.12
BME.L	0.22%	4.64%	$0.15
ABR	0.16%	20.98%	$1.72
BAG.L	0.12%	2.64%	$0.15
VZ	0.11%	6.42%	$2.66
RIO.L	0.1%	4.42%	$3.41
O	0.1%	5%	$3.09
TD	0.08%	2.64%	$2.93
LMT	0.06%	2.69%	$12.45
MCD	0.06%	2.78%	$6.53
JNJ	0.06%	2.09%	$4.81
SBUX	0.06%	2.37%	$2.24
WHR	0.05%	12.21%	$7

Next Dividends

Stock	Type	Date	Pay Per Share
TD	Pay Day	Jul 31, 2026	$0.81

Performance Metrics

Score 3.4/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.21

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-1.74

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.38

0.75

1.25

Information Ratio

-0.45

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.21

0.5

1.5

Sortino Ratio

0.32

Jensen's Alpha

-1.74

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

0.38

0.75

1.25

Information Ratio

-0.45

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.41

High:

SBUX

80.91

Low:

HPQ

8.94

Details

PEG Ratio

289.01

High:

MONY.L

639.86

Low:

WHR

0.7

Details

Price/Book

4.98

High:

LMT

16.07

Low:

HPQ

-153.8

Details

Price/Sales

2.41

High:

9.97

Low:

WHR

0.16

Details

Price/CF

11.09

High:

JNJ

25.71

Low:

BME.L

2.37

Details

Price/FCF

26.28

High:

SBUX

1,256.06

Low:

BME.L

3.98

Details

P/E Ratio

21.41

High:

SBUX

80.91

Low:

HPQ

8.94

Details

PEG Ratio

289.01

High:

MONY.L

639.86

Low:

WHR

0.7

Details

Price/Book

4.98

High:

LMT

16.07

Low:

HPQ

-153.8

Details

Price/Sales

2.41

High:

9.97

Low:

WHR

0.16

Details

Price/CF

11.09

High:

JNJ

25.71

Low:

BME.L

2.37

Details

Price/FCF

26.28

High:

SBUX

1,256.06

Low:

BME.L

3.98

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
-3.47%	Mar 2026	May 2026	2
-3.02%	Oct 2025	Feb 2026	4
-2.77%	Apr 2024	May 2024	1
-2.61%	Jan 2024	Mar 2024	2
-1.3%	Jun 2026	Jul 2026	1
-0.9%	Jun 2024	Jul 2024	1