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

-3.33%

This Month

+2.48%

Year To Date

+47.89%

2 Years

+50.08%

5 Years

+55.44%

10 Years

-1.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24%
💰 Finance
16.71%
🚗 Consumer Durables
12.55%
🧩 Miscellaneous
8.62%
🛠️ Producer Manufacturing
7.24%
🪨 Non Energy Minerals
7.14%
🖥️ Technology Services
5.92%
🛍️ Retail Trade
5.24%
🍞 Consumer Non Durables
3.46%
⚡ Utilities
2.94%
📊 ETFs
1.86%
🧬 Health Technology
1.51%
💇‍♀️ Consumer Services
1.42%
📡 Communications
1.01%
💵 Cash
0.54%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.77%
🇬🇧 LSE
26.19%
🇺🇸 Nasdaq
24.97%
🇩🇪 FRA
4.37%
🇫🇷 Euronext Paris
3.69%
🇮🇹 Borsa Italiana
1.63%

Countries Breakdown

Country
Total

🇺🇸 United States
42.79%
🇬🇧 United Kingdom
27.21%
🇩🇪 Germany
4.37%
🇫🇷 France
3.69%
🇧🇷 Brazil
2.96%
🇮🇹 Italy
2.56%
🇹🇼 Taiwan
2.46%
🇨🇦 Canada
2.43%
🇳🇱 Netherlands
1.48%
🇨🇳 China
0.91%

Dividends

Dividend Yield

2.01%

37 out of 46 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PSN.L	0.21%	5.53%	$0.6
LGEN.L	0.21%	8.03%	$0.2
VOW3.DE	0.17%	5.92%	$9.06
MNG.L	0.13%	6.52%	$0.2
VALE	0.12%	5.76%	$1.33
SREI.L	0.11%	7.63%	-
MBG.DE	0.1%	7.17%	$5.3
LLOY.L	0.1%	3.64%	$0.03
ENEL.MI	0.08%	5.07%	$0.43
TMPL.L	0.07%	3.83%	$0.38
BLND.L	0.06%	5.73%	$0.23
TSCO.L	0.05%	3.18%	$0.12
GSK.L	0.05%	3.5%	$0.59
NG.L	0.05%	4%	$0.57
SGRO.L	0.05%	4.31%	$0.28
AC.PA	0.04%	2.96%	$1.18
KO	0.04%	2.7%	$1.89
VOD	0.03%	3.37%	$0.94
PG	0.03%	3.02%	$3.83
JPM	0.03%	1.93%	$4.4
RR.L	0.03%	0.75%	-
MSFT	0.03%	0.83%	$3
AFL	0.02%	2.08%	$1.84
AXP	0.02%	1.09%	$2.6
MC.PA	0.02%	2.69%	$13
SU.PA	0.02%	1.52%	$3.5
MKS.L	0.02%	1.15%	$0.03
TSM	0.02%	0.69%	$1.74
APH	0.01%	0.63%	$0.44
NVDA	0.01%	0.13%	$0.02
RACE	0.01%	1.19%	$2.64
GE	0.01%	0.48%	$0.44
GEV	0.01%	0.18%	-
AAPL	0.01%	0.34%	$0.97
META	0.01%	0.34%	$1
ASML	0.01%	0.44%	$5.57
CCJ	0%	0.15%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
GEV	Ex-Dividend	Jun 16, 2026	$0.50
BLND.L	Ex-Dividend	Jun 18, 2026	$0.14
PSN.L	Ex-Dividend	Jun 18, 2026	$0.54
VOW3.DE	Ex-Dividend	Jun 19, 2026	$6.04
VOW3.DE	Pay Day	Jun 23, 2026	$6.04
APH	Ex-Dividend	Jun 23, 2026	$0.25
META	Pay Day	Jun 25, 2026	$0.53
NVDA	Pay Day	Jun 26, 2026	$0.25
TSCO.L	Pay Day	Jun 26, 2026	$0.13
KO	Pay Day	Jul 1, 2026	$0.53
JPM	Ex-Dividend	Jul 6, 2026	$1.50
GSK.L	Pay Day	Jul 9, 2026	$0.23
TSM	Pay Day	Jul 9, 2026	$0.95
MKS.L	Pay Day	Jul 10, 2026	$0.04
PSN.L	Pay Day	Jul 10, 2026	$0.54
GEV	Pay Day	Jul 14, 2026	$0.50
APH	Pay Day	Jul 15, 2026	$0.25
ENEL.MI	Ex-Dividend	Jul 20, 2026	$0.30
ENEL.MI	Pay Day	Jul 22, 2026	$0.30
NG.L	Pay Day	Jul 23, 2026	$0.43
BLND.L	Pay Day	Jul 24, 2026	$0.14
VOD	Pay Day	Jul 30, 2026	$0.28
JPM	Pay Day	Jul 31, 2026	$1.50

Performance Metrics

Score 3.7/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-1.32

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-1.32

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.06

High:

CCJ

105.69

Low:

VOD

-65.57

Details

PEG Ratio

90.06

High:

JPM

603.47

Low:

VOD

-75.27

Details

Price/Book

12.29

High:

AAPL

42.87

Low:

VOW3.DE

0.25

Details

Price/Sales

8.98

High:

SMR

205.5

Low:

VOW3.DE

0.14

Details

Price/CF

23.91

High:

PSN.L

153.98

Low:

VOD

2.22

Details

Price/FCF

43.37

High:

VALE

565.82

Low:

VOD

Details

P/E Ratio

31.06

High:

CCJ

105.69

Low:

VOD

-65.57

Details

PEG Ratio

90.06

High:

JPM

603.47

Low:

VOD

-75.27

Details

Price/Book

12.29

High:

AAPL

42.87

Low:

VOW3.DE

0.25

Details

Price/Sales

8.98

High:

SMR

205.5

Low:

VOW3.DE

0.14

Details

Price/CF

23.91

High:

PSN.L

153.98

Low:

VOD

2.22

Details

Price/FCF

43.37

High:

VALE

565.82

Low:

VOD

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-71.3%	Dec 2014	-	139

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

-3.33%

This Month

+2.48%

Year To Date

+47.89%

2 Years

+50.08%

5 Years

+55.44%

10 Years

-1.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24%
💰 Finance
16.71%
🚗 Consumer Durables
12.55%
🧩 Miscellaneous
8.62%
🛠️ Producer Manufacturing
7.24%
🪨 Non Energy Minerals
7.14%
🖥️ Technology Services
5.92%
🛍️ Retail Trade
5.24%
🍞 Consumer Non Durables
3.46%
⚡ Utilities
2.94%
📊 ETFs
1.86%
🧬 Health Technology
1.51%
💇‍♀️ Consumer Services
1.42%
📡 Communications
1.01%
💵 Cash
0.54%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.77%
🇬🇧 LSE
26.19%
🇺🇸 Nasdaq
24.97%
🇩🇪 FRA
4.37%
🇫🇷 Euronext Paris
3.69%
🇮🇹 Borsa Italiana
1.63%

Countries Breakdown

Country
Total

🇺🇸 United States
42.79%
🇬🇧 United Kingdom
27.21%
🇩🇪 Germany
4.37%
🇫🇷 France
3.69%
🇧🇷 Brazil
2.96%
🇮🇹 Italy
2.56%
🇹🇼 Taiwan
2.46%
🇨🇦 Canada
2.43%
🇳🇱 Netherlands
1.48%
🇨🇳 China
0.91%

Dividends

Dividend Yield

2.01%

37 out of 46 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PSN.L	0.21%	5.53%	$0.6
LGEN.L	0.21%	8.03%	$0.2
VOW3.DE	0.17%	5.92%	$9.06
MNG.L	0.13%	6.52%	$0.2
VALE	0.12%	5.76%	$1.33
SREI.L	0.11%	7.63%	-
MBG.DE	0.1%	7.17%	$5.3
LLOY.L	0.1%	3.64%	$0.03
ENEL.MI	0.08%	5.07%	$0.43
TMPL.L	0.07%	3.83%	$0.38
BLND.L	0.06%	5.73%	$0.23
TSCO.L	0.05%	3.18%	$0.12
GSK.L	0.05%	3.5%	$0.59
NG.L	0.05%	4%	$0.57
SGRO.L	0.05%	4.31%	$0.28
AC.PA	0.04%	2.96%	$1.18
KO	0.04%	2.7%	$1.89
VOD	0.03%	3.37%	$0.94
PG	0.03%	3.02%	$3.83
JPM	0.03%	1.93%	$4.4
RR.L	0.03%	0.75%	-
MSFT	0.03%	0.83%	$3
AFL	0.02%	2.08%	$1.84
AXP	0.02%	1.09%	$2.6
MC.PA	0.02%	2.69%	$13
SU.PA	0.02%	1.52%	$3.5
MKS.L	0.02%	1.15%	$0.03
TSM	0.02%	0.69%	$1.74
APH	0.01%	0.63%	$0.44
NVDA	0.01%	0.13%	$0.02
RACE	0.01%	1.19%	$2.64
GE	0.01%	0.48%	$0.44
GEV	0.01%	0.18%	-
AAPL	0.01%	0.34%	$0.97
META	0.01%	0.34%	$1
ASML	0.01%	0.44%	$5.57
CCJ	0%	0.15%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
GEV	Ex-Dividend	Jun 16, 2026	$0.50
BLND.L	Ex-Dividend	Jun 18, 2026	$0.14
PSN.L	Ex-Dividend	Jun 18, 2026	$0.54
VOW3.DE	Ex-Dividend	Jun 19, 2026	$6.04
VOW3.DE	Pay Day	Jun 23, 2026	$6.04
APH	Ex-Dividend	Jun 23, 2026	$0.25
META	Pay Day	Jun 25, 2026	$0.53
NVDA	Pay Day	Jun 26, 2026	$0.25
TSCO.L	Pay Day	Jun 26, 2026	$0.13
KO	Pay Day	Jul 1, 2026	$0.53
JPM	Ex-Dividend	Jul 6, 2026	$1.50
GSK.L	Pay Day	Jul 9, 2026	$0.23
TSM	Pay Day	Jul 9, 2026	$0.95
MKS.L	Pay Day	Jul 10, 2026	$0.04
PSN.L	Pay Day	Jul 10, 2026	$0.54
GEV	Pay Day	Jul 14, 2026	$0.50
APH	Pay Day	Jul 15, 2026	$0.25
ENEL.MI	Ex-Dividend	Jul 20, 2026	$0.30
ENEL.MI	Pay Day	Jul 22, 2026	$0.30
NG.L	Pay Day	Jul 23, 2026	$0.43
BLND.L	Pay Day	Jul 24, 2026	$0.14
VOD	Pay Day	Jul 30, 2026	$0.28
JPM	Pay Day	Jul 31, 2026	$1.50

Performance Metrics

Score 3.7/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-1.32

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-1.32

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.06

High:

CCJ

105.69

Low:

VOD

-65.57

Details

PEG Ratio

90.06

High:

JPM

603.47

Low:

VOD

-75.27

Details

Price/Book

12.29

High:

AAPL

42.87

Low:

VOW3.DE

0.25

Details

Price/Sales

8.98

High:

SMR

205.5

Low:

VOW3.DE

0.14

Details

Price/CF

23.91

High:

PSN.L

153.98

Low:

VOD

2.22

Details

Price/FCF

43.37

High:

VALE

565.82

Low:

VOD

Details

P/E Ratio

31.06

High:

CCJ

105.69

Low:

VOD

-65.57

Details

PEG Ratio

90.06

High:

JPM

603.47

Low:

VOD

-75.27

Details

Price/Book

12.29

High:

AAPL

42.87

Low:

VOW3.DE

0.25

Details

Price/Sales

8.98

High:

SMR

205.5

Low:

VOW3.DE

0.14

Details

Price/CF

23.91

High:

PSN.L

153.98

Low:

VOD

2.22

Details

Price/FCF

43.37

High:

VALE

565.82

Low:

VOD

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-71.3%	Dec 2014	-	139