Portfolio of Earlyinvestor on eToro

Earlyinvestor

🇬🇧 Stock Investor.

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

Overview

Summary

+6.4%

This Month

+7.99%

Year To Date

+158.38%

2 Years

+696.31%

5 Years

+869%

10 Years

+50.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.71%
💰 Finance
23.08%
🖥️ Technology Services
15.04%
🧬 Health Technology
8.9%
⛏️ Energy Minerals
7.94%
🪨 Non Energy Minerals
5.07%
⚡ Utilities
4.5%
🛍️ Retail Trade
4.26%
🍞 Consumer Non Durables
3.19%
🚗 Consumer Durables
1.82%
🛠️ Producer Manufacturing
0.99%
🏥 Health Services
0.85%
💵 Cash
0.36%
🪙 Cryptocurrencies
0.29%
🧪 Process Industries
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
36.9%
🇬🇧 LSE
31.59%
🇺🇸 Nasdaq
23.26%
🇩🇪 FRA
6.83%
🇦🇺 Sydney
0.85%
🌍 Digital Currency
0.29%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
48.08%
🇺🇸 United States
43.53%
🇩🇪 Germany
6.83%
🇦🇺 Australia
0.85%
🇳🇱 Netherlands
0.13%

Dividends

Dividend Yield

2.48%

37 out of 48 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.09%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.41%	8.09%	$0.2
AV.L	0.29%	6.16%	$0.33
RIO	0.2%	4%	$4.34
BP.L	0.2%	4.43%	$0.23
HSBC	0.18%	4.07%	$3.03
HSBA.L	0.13%	4.18%	$0.49
ULVR.L	0.09%	4.04%	$1.47
BCS	0.08%	1.86%	$0.39
NG.L	0.08%	2.26%	$0.57
BA.L	0.08%	1.63%	$0.3
XOM	0.08%	2.73%	$3.76
GSK	0.08%	2.76%	$1.45
TSCO.L	0.07%	2.94%	$0.12
RHM.DE	0.05%	0.78%	$5.7
SHL.ASX	0.04%	5.32%	$1.05
PFE	0.04%	6.24%	$1.66
ABBV	0.03%	3.3%	$6.06
JNJ	0.03%	2.25%	$4.81
CSCO	0.03%	1.88%	$1.58
NEE	0.03%	2.52%	$1.97
MSFT	0.02%	0.85%	$3
LMT	0.02%	2.32%	$12.45
PG	0.02%	2.85%	$3.83
RTX	0.02%	1.39%	$2.44
GD	0.02%	1.83%	$5.48
MMM	0.02%	1.96%	$5.21
ORCL	0.02%	1.01%	$1.6
LLOY.L	0.02%	3.55%	$0.03
HON	0.02%	2.02%	$4.27
SHEL.L	0.02%	2.48%	$0.8
NOC	0.02%	1.41%	$7.67
LLY	0.02%	0.68%	$4.86
GOOG	0.01%	0.25%	$0.2
CRM	0.01%	0.9%	$0.4
V	0.01%	0.8%	$2.01
META	0.01%	0.31%	$1
SOLS	0%	-0.09%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 23, 2026	$0.44
BA.L	Ex-Dividend	Apr 23, 2026	$0.31
PG	Ex-Dividend	Apr 24, 2026	$1.09
ORCL	Pay Day	Apr 24, 2026	$0.50
HSBC	Pay Day	Apr 30, 2026	$2.25
HSBA.L	Pay Day	Apr 30, 2026	$0.45
GD	Pay Day	May 8, 2026	$1.59
AV.L	Pay Day	May 14, 2026	$0.35
TSCO.L	Ex-Dividend	May 14, 2026	$0.13
PG	Pay Day	May 15, 2026	$1.09
ABBV	Pay Day	May 15, 2026	$1.73
LLOY.L	Pay Day	May 19, 2026	$0.03
MSFT	Ex-Dividend	May 21, 2026	$0.91
JNJ	Ex-Dividend	May 26, 2026	$1.34
BA.L	Pay Day	Jun 4, 2026	$0.31
JNJ	Pay Day	Jun 9, 2026	$1.34
MSFT	Pay Day	Jun 11, 2026	$0.91
TSCO.L	Pay Day	Jun 26, 2026	$0.13

Performance Metrics

Score 9/10

Beta

1.12

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

3.41

Jensen's Alpha

36.1

-2

Omega Ratio

2.63

1.5

Treynor Ratio

3.13

0.75

1.25

Information Ratio

1.14

0.3

0.6

Calmar Ratio

1.3

0.3

0.6

Beta

1.12

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

3.41

Jensen's Alpha

36.1

-2

Omega Ratio

2.63

1.5

Treynor Ratio

3.13

0.75

1.25

Information Ratio

1.14

0.3

0.6

Calmar Ratio

1.3

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.68

High:

BP.L

7,955.71

Low:

MRNA

-7.52

Details

PEG Ratio

131.08

High:

NOC

818.96

Low:

MRNA

-34.55

Details

Price/Book

6.28

High:

PLTR

47.39

Low:

ABBV

-112.66

Details

Price/Sales

5.19

High:

PLTR

84.18

Low:

LGEN.L

0.3

Details

Price/CF

16.84

High:

PLTR

214.31

Low:

LGEN.L

3.46

Details

Price/FCF

42.65

High:

NEE

2,356.18

Low:

LGEN.L

4.84

Details

P/E Ratio

30.68

High:

BP.L

7,955.71

Low:

MRNA

-7.52

Details

PEG Ratio

131.08

High:

NOC

818.96

Low:

MRNA

-34.55

Details

Price/Book

6.28

High:

PLTR

47.39

Low:

ABBV

-112.66

Details

Price/Sales

5.19

High:

PLTR

84.18

Low:

LGEN.L

0.3

Details

Price/CF

16.84

High:

PLTR

214.31

Low:

LGEN.L

3.46

Details

Price/FCF

42.65

High:

NEE

2,356.18

Low:

LGEN.L

4.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-37.44%	Oct 2021	Feb 2023	16
-10.35%	Dec 2020	Apr 2021	4
-8.03%	May 2021	Aug 2021	3
-7.14%	Oct 2025	Jan 2026	3
-6.05%	Mar 2026	-	2
-5.14%	May 2023	Jul 2023	2
-4.87%	Sep 2023	Nov 2023	2
-4.76%	Oct 2020	Nov 2020	1
-3.63%	Apr 2024	Aug 2024	4
-1.52%	Oct 2024	Nov 2024	1
-1.13%	Mar 2025	Apr 2025	1
-0.06%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of Earlyinvestor on eToro

Earlyinvestor

🇬🇧 Stock Investor.

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

Summary

+6.4%

This Month

+7.99%

Year To Date

+158.38%

2 Years

+696.31%

5 Years

+869%

10 Years

+50.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.71%
💰 Finance
23.08%
🖥️ Technology Services
15.04%
🧬 Health Technology
8.9%
⛏️ Energy Minerals
7.94%
🪨 Non Energy Minerals
5.07%
⚡ Utilities
4.5%
🛍️ Retail Trade
4.26%
🍞 Consumer Non Durables
3.19%
🚗 Consumer Durables
1.82%
🛠️ Producer Manufacturing
0.99%
🏥 Health Services
0.85%
💵 Cash
0.36%
🪙 Cryptocurrencies
0.29%
🧪 Process Industries
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
36.9%
🇬🇧 LSE
31.59%
🇺🇸 Nasdaq
23.26%
🇩🇪 FRA
6.83%
🇦🇺 Sydney
0.85%
🌍 Digital Currency
0.29%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
48.08%
🇺🇸 United States
43.53%
🇩🇪 Germany
6.83%
🇦🇺 Australia
0.85%
🇳🇱 Netherlands
0.13%

Dividends

Dividend Yield

2.48%

37 out of 48 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.09%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.41%	8.09%	$0.2
AV.L	0.29%	6.16%	$0.33
RIO	0.2%	4%	$4.34
BP.L	0.2%	4.43%	$0.23
HSBC	0.18%	4.07%	$3.03
HSBA.L	0.13%	4.18%	$0.49
ULVR.L	0.09%	4.04%	$1.47
BCS	0.08%	1.86%	$0.39
NG.L	0.08%	2.26%	$0.57
BA.L	0.08%	1.63%	$0.3
XOM	0.08%	2.73%	$3.76
GSK	0.08%	2.76%	$1.45
TSCO.L	0.07%	2.94%	$0.12
RHM.DE	0.05%	0.78%	$5.7
SHL.ASX	0.04%	5.32%	$1.05
PFE	0.04%	6.24%	$1.66
ABBV	0.03%	3.3%	$6.06
JNJ	0.03%	2.25%	$4.81
CSCO	0.03%	1.88%	$1.58
NEE	0.03%	2.52%	$1.97
MSFT	0.02%	0.85%	$3
LMT	0.02%	2.32%	$12.45
PG	0.02%	2.85%	$3.83
RTX	0.02%	1.39%	$2.44
GD	0.02%	1.83%	$5.48
MMM	0.02%	1.96%	$5.21
ORCL	0.02%	1.01%	$1.6
LLOY.L	0.02%	3.55%	$0.03
HON	0.02%	2.02%	$4.27
SHEL.L	0.02%	2.48%	$0.8
NOC	0.02%	1.41%	$7.67
LLY	0.02%	0.68%	$4.86
GOOG	0.01%	0.25%	$0.2
CRM	0.01%	0.9%	$0.4
V	0.01%	0.8%	$2.01
META	0.01%	0.31%	$1
SOLS	0%	-0.09%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 23, 2026	$0.44
BA.L	Ex-Dividend	Apr 23, 2026	$0.31
PG	Ex-Dividend	Apr 24, 2026	$1.09
ORCL	Pay Day	Apr 24, 2026	$0.50
HSBC	Pay Day	Apr 30, 2026	$2.25
HSBA.L	Pay Day	Apr 30, 2026	$0.45
GD	Pay Day	May 8, 2026	$1.59
AV.L	Pay Day	May 14, 2026	$0.35
TSCO.L	Ex-Dividend	May 14, 2026	$0.13
PG	Pay Day	May 15, 2026	$1.09
ABBV	Pay Day	May 15, 2026	$1.73
LLOY.L	Pay Day	May 19, 2026	$0.03
MSFT	Ex-Dividend	May 21, 2026	$0.91
JNJ	Ex-Dividend	May 26, 2026	$1.34
BA.L	Pay Day	Jun 4, 2026	$0.31
JNJ	Pay Day	Jun 9, 2026	$1.34
MSFT	Pay Day	Jun 11, 2026	$0.91
TSCO.L	Pay Day	Jun 26, 2026	$0.13

Performance Metrics

Score 9/10

Beta

1.12

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

3.41

Jensen's Alpha

36.1

-2

Omega Ratio

2.63

1.5

Treynor Ratio

3.13

0.75

1.25

Information Ratio

1.14

0.3

0.6

Calmar Ratio

1.3

0.3

0.6

Beta

1.12

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

3.41

Jensen's Alpha

36.1

-2

Omega Ratio

2.63

1.5

Treynor Ratio

3.13

0.75

1.25

Information Ratio

1.14

0.3

0.6

Calmar Ratio

2,356.18

Low:

LGEN.L

4.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-37.44%	Oct 2021	Feb 2023	16
-10.35%	Dec 2020	Apr 2021	4
-8.03%	May 2021	Aug 2021	3
-7.14%	Oct 2025	Jan 2026	3
-6.05%	Mar 2026	-	2
-5.14%	May 2023	Jul 2023	2
-4.87%	Sep 2023	Nov 2023	2
-4.76%	Oct 2020	Nov 2020	1
-3.63%	Apr 2024	Aug 2024	4
-1.52%	Oct 2024	Nov 2024	1
-1.13%	Mar 2025	Apr 2025	1
-0.06%	Dec 2024	Jan 2025	1