Portfolio of HarveysTay on eToro

HarveysTay

🇬🇧 Stock and Crypto Income Investor.

339 copiers.

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

Summary

-3.69%

This Month

-3.32%

Year To Date

+30.09%

2 Years

+72.35%

5 Years

+72.35%

10 Years

+16.83%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.86%
🪙 Cryptocurrencies
15.05%
🛍️ Retail Trade
10.18%
🍞 Consumer Non Durables
9.69%
📊 ETFs
8.09%
🪨 Non Energy Minerals
4.27%
⚡ Utilities
3.62%
📡 Communications
3.36%
💻 Electronic Technology
2.9%
🚗 Consumer Durables
2.8%
⛏️ Energy Minerals
2.23%
🖥️ Technology Services
2.15%
🧬 Health Technology
1.19%
💇‍♀️ Consumer Services
1.02%
🧩 Miscellaneous
0.66%
🧪 Process Industries
0.5%
📦 Distribution Services
0.34%
💵 Cash
0.08%
🚚 Transportation
0.02%
💼 Commercial Services
0.01%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
63.51%
🇺🇸 NYSE
15.75%
🌍 Digital Currency
15.05%
🇺🇸 Nasdaq
2.51%
🇫🇷 Euronext Paris
2.24%
🇩🇪 FRA
0.88%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
61.82%
🇺🇸 United States
8.88%
🇫🇷 France
2.24%
🇭🇰 Hong Kong
1.85%
🇩🇪 Germany
0.88%
🇮🇪 Ireland
0.36%
🇨🇭 Switzerland
0.34%
🇳🇱 Netherlands
0.12%
🇱🇺 Luxembourg
0.11%
🇦🇹 Austria
0.09%
🇰🇾 Cayman Islands
0.07%
🇮🇱 Israel
0.03%

Dividends

Dividend Yield

3.66%

72 out of 85 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MBG.DE (12.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.38%	8.2%	$0.2
ADM.L	0.27%	7.95%	$1.03
AV.L	0.24%	5.64%	$0.33
IGG.L	0.18%	3.48%	$0.46
TSCO.L	0.16%	3.01%	$0.12
CS.PA	0.13%	6%	$1.98
SBRY.L	0.13%	3.94%	$0.13
MNG.L	0.13%	6.52%	$0.2
ABDN.L	0.13%	7.02%	$0.15
BATS.L	0.12%	5.48%	$2.36
RIO	0.1%	4.15%	$4.34
TW.L	0.09%	9.1%	$0.1
DNLM.L	0.09%	7.43%	$0.78
PHNX.L	0.09%	7.45%	$0.53
MBG.DE	0.08%	12.36%	$5.3
IMB.L	0.08%	4.96%	$1.49
T	0.08%	3.87%	$1.11
ULVR.L	0.08%	3.38%	$1.47
KHC	0.06%	6.66%	$1.6
O	0.06%	4.92%	$3.09
MAIN	0.06%	5.21%	$2.85
ITV.L	0.06%	6.22%	$0.05
CNA.L	0.05%	2.8%	$0.04
MONY.L	0.05%	7.79%	$0.12
SHEL.L	0.05%	3.48%	$0.8
VZ	0.04%	5.49%	$2.66
TRIG.L	0.04%	10.96%	$0.07
PHP.L	0.04%	6.85%	$0.06
TATE.L	0.04%	5.54%	$0.19
OSB.L	0.03%	5.91%	$0.32
GSK.L	0.03%	3.1%	$0.59
BBOX.L	0.03%	4.74%	$0.07
PRU.L	0.03%	1.62%	$0.28
ENOG.L	0.03%	10.14%	$0.95
HBR.L	0.03%	7.39%	$0.2
GRG.L	0.03%	4.19%	$0.6
DRX.L	0.02%	3.3%	$0.23
BTRW.L	0.02%	5.24%	$0.28
VICI	0.02%	5.93%	$1.66
ABF.L	0.02%	3.27%	$0.54
RR.L	0.02%	0.7%	-
RKT.L	0.02%	3.71%	$1.93
UU.L	0.01%	3.8%	$0.5
ADC	0.01%	3.77%	$2.96
BP.L	0.01%	5.04%	$0.23
P911.DE	0.01%	5.84%	$2.31
THRL.L	0.01%	5.73%	-
AAL.L	0.01%	0.69%	$0.77
SWR.L	0.01%	3.81%	$1.3
NG.L	0.01%	2.11%	$0.57
BT.L	0.01%	3.93%	$0.08
GLEN.L	0.01%	2.41%	$0.1
VOD.L	0.01%	3.45%	$0.08
BME.L	0.01%	6.96%	$0.15
GRI.L	0.01%	4.5%	$0.07
LTC.US	0.01%	5.91%	$2.28
GAW.L	0.01%	2.8%	$5.5
AU	0.01%	3.15%	$0.22
BWY.L	0.01%	2.81%	$1.11
CRDA.L	0.01%	3.87%	$1.09
MRO.L	0.01%	1.28%	$0.05
RHIM.L	0.01%	5.67%	$1.54
HSBA.L	0%	4.34%	$0.49
SW	0%	3.84%	$1.18
WTB.L	0%	3.8%	$0.97
SSE.L	0%	2.41%	$0.6
STAG	0%	3.81%	$1.47
HLN	0%	1.72%	$0.15
DGE.L	0%	4.09%	$0.81
MSFT	0%	0.86%	$3
WPP.L	0%	5.68%	$0.39
BMNR	0%	0.05%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.9/10

Beta

0.67

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

5.74

-2

Omega Ratio

1.17

1.5

2.5

Treynor Ratio

1.45

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

5.74

-2

Omega Ratio

1.17

1.5

2.5

Treynor Ratio

1.45

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.46

High:

BP.L

4,375

Low:

CNA.L

-170.84

Details

PEG Ratio

268.76

High:

ENOG.L

8,179.63

Low:

BMNR

-32.45

Details

Price/Book

2.64

High:

RR.L

47.86

Low:

MCG.L

-1.41

Details

Price/Sales

1.36

High:

BMNR

956.99

Low:

MCG.L

0.05

Details

Price/CF

7.86

High:

MRO.L

94.8

Low:

MCG.L

0.83

Details

Price/FCF

19.61

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

P/E Ratio

18.46

High:

BP.L

4,375

Low:

CNA.L

-170.84

Details

PEG Ratio

268.76

High:

ENOG.L

8,179.63

Low:

BMNR

-32.45

Details

Price/Book

2.64

High:

RR.L

47.86

Low:

MCG.L

-1.41

Details

Price/Sales

1.36

High:

BMNR

956.99

Low:

MCG.L

0.05

Details

Price/CF

7.86

High:

MRO.L

94.8

Low:

MCG.L

0.83

Details

Price/FCF

19.61

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.39%	Apr 2022	Jan 2023	9
-7.45%	Oct 2025	-	6
-5.78%	May 2023	Nov 2023	6
-5.11%	Feb 2025	May 2025	3
-4.19%	Apr 2024	May 2024	1
-2.87%	Jun 2024	Jul 2024	1
-2.78%	Dec 2024	Jan 2025	1
-2.4%	Jan 2024	Feb 2024	1
-1.78%	Oct 2024	Nov 2024	1
-1.49%	Feb 2023	Apr 2023	2
-0.15%	Aug 2024	Sep 2024	1

Monthly Performance

Portfolio of HarveysTay on eToro

HarveysTay

🇬🇧 Stock and Crypto Income Investor.

339 copiers.

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

Summary

-3.69%

This Month

-3.32%

Year To Date

+30.09%

2 Years

+72.35%

5 Years

+72.35%

10 Years

+16.83%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.86%
🪙 Cryptocurrencies
15.05%
🛍️ Retail Trade
10.18%
🍞 Consumer Non Durables
9.69%
📊 ETFs
8.09%
🪨 Non Energy Minerals
4.27%
⚡ Utilities
3.62%
📡 Communications
3.36%
💻 Electronic Technology
2.9%
🚗 Consumer Durables
2.8%
⛏️ Energy Minerals
2.23%
🖥️ Technology Services
2.15%
🧬 Health Technology
1.19%
💇‍♀️ Consumer Services
1.02%
🧩 Miscellaneous
0.66%
🧪 Process Industries
0.5%
📦 Distribution Services
0.34%
💵 Cash
0.08%
🚚 Transportation
0.02%
💼 Commercial Services
0.01%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
63.51%
🇺🇸 NYSE
15.75%
🌍 Digital Currency
15.05%
🇺🇸 Nasdaq
2.51%
🇫🇷 Euronext Paris
2.24%
🇩🇪 FRA
0.88%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
61.82%
🇺🇸 United States
8.88%
🇫🇷 France
2.24%
🇭🇰 Hong Kong
1.85%
🇩🇪 Germany
0.88%
🇮🇪 Ireland
0.36%
🇨🇭 Switzerland
0.34%
🇳🇱 Netherlands
0.12%
🇱🇺 Luxembourg
0.11%
🇦🇹 Austria
0.09%
🇰🇾 Cayman Islands
0.07%
🇮🇱 Israel
0.03%

Dividends

Dividend Yield

3.66%

72 out of 85 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MBG.DE (12.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.38%	8.2%	$0.2
ADM.L	0.27%	7.95%	$1.03
AV.L	0.24%	5.64%	$0.33
IGG.L	0.18%	3.48%	$0.46
TSCO.L	0.16%	3.01%	$0.12
CS.PA	0.13%	6%	$1.98
SBRY.L	0.13%	3.94%	$0.13
MNG.L	0.13%	6.52%	$0.2
ABDN.L	0.13%	7.02%	$0.15
BATS.L	0.12%	5.48%	$2.36
RIO	0.1%	4.15%	$4.34
TW.L	0.09%	9.1%	$0.1
DNLM.L	0.09%	7.43%	$0.78
PHNX.L	0.09%	7.45%	$0.53
MBG.DE	0.08%	12.36%	$5.3
IMB.L	0.08%	4.96%	$1.49
T	0.08%	3.87%	$1.11
ULVR.L	0.08%	3.38%	$1.47
KHC	0.06%	6.66%	$1.6
O	0.06%	4.92%	$3.09
MAIN	0.06%	5.21%	$2.85
ITV.L	0.06%	6.22%	$0.05
CNA.L	0.05%	2.8%	$0.04
MONY.L	0.05%	7.79%	$0.12
SHEL.L	0.05%	3.48%	$0.8
VZ	0.04%	5.49%	$2.66
TRIG.L	0.04%	10.96%	$0.07
PHP.L	0.04%	6.85%	$0.06
TATE.L	0.04%	5.54%	$0.19
OSB.L	0.03%	5.91%	$0.32
GSK.L	0.03%	3.1%	$0.59
BBOX.L	0.03%	4.74%	$0.07
PRU.L	0.03%	1.62%	$0.28
ENOG.L	0.03%	10.14%	$0.95
HBR.L	0.03%	7.39%	$0.2
GRG.L	0.03%	4.19%	$0.6
DRX.L	0.02%	3.3%	$0.23
BTRW.L	0.02%	5.24%	$0.28
VICI	0.02%	5.93%	$1.66
ABF.L	0.02%	3.27%	$0.54
RR.L	0.02%	0.7%	-
RKT.L	0.02%	3.71%	$1.93
UU.L	0.01%	3.8%	$0.5
ADC	0.01%	3.77%	$2.96
BP.L	0.01%	5.04%	$0.23
P911.DE	0.01%	5.84%	$2.31
THRL.L	0.01%	5.73%	-
AAL.L	0.01%	0.69%	$0.77
SWR.L	0.01%	3.81%	$1.3
NG.L	0.01%	2.11%	$0.57
BT.L	0.01%	3.93%	$0.08
GLEN.L	0.01%	2.41%	$0.1
VOD.L	0.01%	3.45%	$0.08
BME.L	0.01%	6.96%	$0.15
GRI.L	0.01%	4.5%	$0.07
LTC.US	0.01%	5.91%	$2.28
GAW.L	0.01%	2.8%	$5.5
AU	0.01%	3.15%	$0.22
BWY.L	0.01%	2.81%	$1.11
CRDA.L	0.01%	3.87%	$1.09
MRO.L	0.01%	1.28%	$0.05
RHIM.L	0.01%	5.67%	$1.54
HSBA.L	0%	4.34%	$0.49
SW	0%	3.84%	$1.18
WTB.L	0%	3.8%	$0.97
SSE.L	0%	2.41%	$0.6
STAG	0%	3.81%	$1.47
HLN	0%	1.72%	$0.15
DGE.L	0%	4.09%	$0.81
MSFT	0%	0.86%	$3
WPP.L	0%	5.68%	$0.39
BMNR	0%	0.05%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.9/10

Beta

0.67

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

5.74

-2

Omega Ratio

1.17

1.5

2.5

Treynor Ratio

1.45

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

5.74

-2

Omega Ratio

1.17

1.5

2.5

Treynor Ratio

1.45

0.75

1.25

Information Ratio

0.22

0.3

0.6

Calmar Ratio

1.26

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.46

High:

BP.L

4,375

Low:

CNA.L

-170.84

Details

PEG Ratio

268.76

High:

ENOG.L

8,179.63

Low:

BMNR

-32.45

Details

Price/Book

2.64

High:

RR.L

47.86

Low:

MCG.L

-1.41

Details

Price/Sales

1.36

High:

BMNR

956.99

Low:

MCG.L

0.05

Details

Price/CF

7.86

High:

MRO.L

94.8

Low:

MCG.L

0.83

Details

Price/FCF

19.61

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

P/E Ratio

18.46

High:

BP.L

4,375

Low:

CNA.L

-170.84

Details

PEG Ratio

268.76

High:

ENOG.L

8,179.63

Low:

BMNR

-32.45

Details

Price/Book

2.64

High:

RR.L

47.86

Low:

MCG.L

-1.41

Details

Price/Sales

1.36

High:

BMNR

956.99

Low:

MCG.L

0.05

Details

Price/CF

7.86

High:

MRO.L

94.8

Low:

MCG.L

0.83

Details

Price/FCF

19.61

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.39%	Apr 2022	Jan 2023	9
-7.45%	Oct 2025	-	6
-5.78%	May 2023	Nov 2023	6
-5.11%	Feb 2025	May 2025	3
-4.19%	Apr 2024	May 2024	1
-2.87%	Jun 2024	Jul 2024	1
-2.78%	Dec 2024	Jan 2025	1
-2.4%	Jan 2024	Feb 2024	1
-1.78%	Oct 2024	Nov 2024	1
-1.49%	Feb 2023	Apr 2023	2
-0.15%	Aug 2024	Sep 2024	1