Portfolio of GeraintTreharne on eToro

GeraintTreharne

🇬🇧 Stock Multi-Strategy Investor.

2 copiers.

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

Summary

+10.25%

This Month

+6.5%

Year To Date

+69.19%

2 Years

+55.97%

5 Years

+61.54%

10 Years

-1.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
21.99%
💰 Finance
17.29%
🚗 Consumer Durables
13.3%
🧩 Miscellaneous
9.12%
🪨 Non Energy Minerals
7.24%
🛠️ Producer Manufacturing
7.24%
🖥️ Technology Services
6.02%
🛍️ Retail Trade
5.33%
🍞 Consumer Non Durables
3.47%
⚡ Utilities
3.04%
🧬 Health Technology
1.76%
📊 ETFs
1.72%
💇‍♀️ Consumer Services
1.45%
📡 Communications
1.03%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.24%
🇬🇧 LSE
27.44%
🇺🇸 Nasdaq
23.38%
🇩🇪 FRA
4.54%
🇫🇷 Euronext Paris
3.74%
🇮🇹 Borsa Italiana
1.65%

Countries Breakdown

Country
Total

🇺🇸 United States
41.49%
🇬🇧 United Kingdom
28.47%
🇩🇪 Germany
4.54%
🇫🇷 France
3.74%
🇮🇹 Italy
2.62%
🇨🇦 Canada
2.41%
🇧🇷 Brazil
2.1%
🇹🇼 Taiwan
2.02%
🇳🇱 Netherlands
1.25%
🇰🇾 Cayman Islands
1.21%
🇨🇳 China
1.03%

Dividends

Dividend Yield

2.06%

37 out of 46 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
PSN.L	0.22%	5.18%	$0.6
VOW3.DE	0.21%	7.05%	$9.06
LGEN.L	0.21%	8.09%	$0.2
VALE	0.15%	7.16%	$1.33
MNG.L	0.14%	6.91%	$0.2
SREI.L	0.11%	7.18%	-
MBG.DE	0.1%	6.75%	$5.3
LLOY.L	0.1%	3.55%	$0.03
ENEL.MI	0.08%	5.04%	$0.43
TMPL.L	0.07%	3.79%	$0.38
BLND.L	0.06%	5.77%	$0.23
GSK.L	0.05%	3.08%	$0.59
TSCO.L	0.05%	2.94%	$0.12
SGRO.L	0.05%	4.34%	$0.28
AC.PA	0.04%	2.97%	$1.18
KO	0.04%	2.73%	$1.89
VOD	0.03%	3.18%	$0.94
PG	0.03%	2.85%	$3.83
JPM	0.03%	1.86%	$4.4
NG.L	0.03%	2.26%	$0.57
RR.L	0.03%	0.75%	-
MSFT	0.03%	0.85%	$3
AFL	0.02%	2.08%	$1.84
MC.PA	0.02%	2.66%	$13
AXP	0.02%	1.03%	$2.6
SU.PA	0.02%	1.54%	$3.5
MKS.L	0.02%	1.06%	$0.03
TSM	0.01%	0.62%	$1.74
APH	0.01%	0.54%	$0.44
RACE	0.01%	1.14%	$2.64
GE	0.01%	0.51%	$0.44
AAPL	0.01%	0.38%	$0.97
GEV	0.01%	0.15%	-
META	0.01%	0.31%	$1
ASML	0.01%	0.51%	$5.57
CCJ	0%	0.14%	$0.09
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
PG	Ex-Dividend	Apr 24, 2026	$1.09
GE	Pay Day	Apr 27, 2026	$0.47
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
JPM	Pay Day	Apr 30, 2026	$1.50
MC.PA	Pay Day	Apr 30, 2026	$8.60
MNG.L	Pay Day	Apr 30, 2026	$0.18
RACE	Pay Day	May 5, 2026	$4.27
AXP	Pay Day	May 8, 2026	$0.95
SGRO.L	Pay Day	May 8, 2026	$0.29
TSCO.L	Ex-Dividend	May 14, 2026	$0.13
PG	Pay Day	May 15, 2026	$1.09
LLOY.L	Pay Day	May 19, 2026	$0.03
MSFT	Ex-Dividend	May 21, 2026	$0.91
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
PSN.L	Ex-Dividend	Jun 18, 2026	$0.54
TSCO.L	Pay Day	Jun 26, 2026	$0.13
TSM	Pay Day	Jul 9, 2026	$0.95
PSN.L	Pay Day	Jul 10, 2026	$0.54
ENEL.MI	Ex-Dividend	Jul 20, 2026	$0.30
ENEL.MI	Pay Day	Jul 22, 2026	$0.30

Performance Metrics

Score 3.6/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.42

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.42

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.15

High:

MKS.L

368.11

Low:

VOD

-8.55

Details

PEG Ratio

93.31

High:

JPM

602.25

Low:

NIO

-18.88

Details

Price/Book

11.89

High:

AAPL

45.05

Low:

VOW3.DE

0.26

Details

Price/Sales

8.39

High:

SMR

127.98

Low:

VOW3.DE

0.14

Details

Price/CF

26.86

High:

PSN.L

153.98

Low:

VOD

1.93

Details

Price/FCF

50.52

High:

VALE

565.82

Low:

VOD

3.35

Details

P/E Ratio

34.15

High:

MKS.L

368.11

Low:

VOD

-8.55

Details

PEG Ratio

93.31

High:

JPM

602.25

Low:

NIO

-18.88

Details

Price/Book

11.89

High:

AAPL

45.05

Low:

VOW3.DE

0.26

Details

Price/Sales

8.39

High:

SMR

127.98

Low:

VOW3.DE

0.14

Details

Price/CF

26.86

High:

PSN.L

153.98

Low:

VOD

1.93

Details

Price/FCF

50.52

High:

VALE

565.82

Low:

VOD

3.35

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-71.3%	Dec 2014	-	137

Monthly Performance

Portfolio of GeraintTreharne on eToro

GeraintTreharne

🇬🇧 Stock Multi-Strategy Investor.

2 copiers.

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

Summary

+10.25%

This Month

+6.5%

Year To Date

+69.19%

2 Years

+55.97%

5 Years

+61.54%

10 Years

-1.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
21.99%
💰 Finance
17.29%
🚗 Consumer Durables
13.3%
🧩 Miscellaneous
9.12%
🪨 Non Energy Minerals
7.24%
🛠️ Producer Manufacturing
7.24%
🖥️ Technology Services
6.02%
🛍️ Retail Trade
5.33%
🍞 Consumer Non Durables
3.47%
⚡ Utilities
3.04%
🧬 Health Technology
1.76%
📊 ETFs
1.72%
💇‍♀️ Consumer Services
1.45%
📡 Communications
1.03%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.24%
🇬🇧 LSE
27.44%
🇺🇸 Nasdaq
23.38%
🇩🇪 FRA
4.54%
🇫🇷 Euronext Paris
3.74%
🇮🇹 Borsa Italiana
1.65%

Countries Breakdown

Country
Total

🇺🇸 United States
41.49%
🇬🇧 United Kingdom
28.47%
🇩🇪 Germany
4.54%
🇫🇷 France
3.74%
🇮🇹 Italy
2.62%
🇨🇦 Canada
2.41%
🇧🇷 Brazil
2.1%
🇹🇼 Taiwan
2.02%
🇳🇱 Netherlands
1.25%
🇰🇾 Cayman Islands
1.21%
🇨🇳 China
1.03%

Dividends

Dividend Yield

2.06%

37 out of 46 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
PSN.L	0.22%	5.18%	$0.6
VOW3.DE	0.21%	7.05%	$9.06
LGEN.L	0.21%	8.09%	$0.2
VALE	0.15%	7.16%	$1.33
MNG.L	0.14%	6.91%	$0.2
SREI.L	0.11%	7.18%	-
MBG.DE	0.1%	6.75%	$5.3
LLOY.L	0.1%	3.55%	$0.03
ENEL.MI	0.08%	5.04%	$0.43
TMPL.L	0.07%	3.79%	$0.38
BLND.L	0.06%	5.77%	$0.23
GSK.L	0.05%	3.08%	$0.59
TSCO.L	0.05%	2.94%	$0.12
SGRO.L	0.05%	4.34%	$0.28
AC.PA	0.04%	2.97%	$1.18
KO	0.04%	2.73%	$1.89
VOD	0.03%	3.18%	$0.94
PG	0.03%	2.85%	$3.83
JPM	0.03%	1.86%	$4.4
NG.L	0.03%	2.26%	$0.57
RR.L	0.03%	0.75%	-
MSFT	0.03%	0.85%	$3
AFL	0.02%	2.08%	$1.84
MC.PA	0.02%	2.66%	$13
AXP	0.02%	1.03%	$2.6
SU.PA	0.02%	1.54%	$3.5
MKS.L	0.02%	1.06%	$0.03
TSM	0.01%	0.62%	$1.74
APH	0.01%	0.54%	$0.44
RACE	0.01%	1.14%	$2.64
GE	0.01%	0.51%	$0.44
AAPL	0.01%	0.38%	$0.97
GEV	0.01%	0.15%	-
META	0.01%	0.31%	$1
ASML	0.01%	0.51%	$5.57
CCJ	0%	0.14%	$0.09
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
PG	Ex-Dividend	Apr 24, 2026	$1.09
GE	Pay Day	Apr 27, 2026	$0.47
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
JPM	Pay Day	Apr 30, 2026	$1.50
MC.PA	Pay Day	Apr 30, 2026	$8.60
MNG.L	Pay Day	Apr 30, 2026	$0.18
RACE	Pay Day	May 5, 2026	$4.27
AXP	Pay Day	May 8, 2026	$0.95
SGRO.L	Pay Day	May 8, 2026	$0.29
TSCO.L	Ex-Dividend	May 14, 2026	$0.13
PG	Pay Day	May 15, 2026	$1.09
LLOY.L	Pay Day	May 19, 2026	$0.03
MSFT	Ex-Dividend	May 21, 2026	$0.91
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
PSN.L	Ex-Dividend	Jun 18, 2026	$0.54
TSCO.L	Pay Day	Jun 26, 2026	$0.13
TSM	Pay Day	Jul 9, 2026	$0.95
PSN.L	Pay Day	Jul 10, 2026	$0.54
ENEL.MI	Ex-Dividend	Jul 20, 2026	$0.30
ENEL.MI	Pay Day	Jul 22, 2026	$0.30

Performance Metrics

Score 3.6/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.42

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.42

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

565.82

Low:

VOD

3.35

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-71.3%	Dec 2014	-	137