Portfolio of HarveysTay on eToro

HarveysTay

🇬🇧 Income Stock Investor.

439 copiers.

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

Summary

+0.36%

Today

+0.84%

This Month

+12.97%

Year To Date

+62.16%

2 Years

+70.65%

5 Years

+21.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
27.83%
🪙 Cryptocurrencies
23.66%
🍞 Consumer Non Durables
9.94%
🛍️ Retail Trade
9.17%
💻 Electronic Technology
8.22%
📊 ETFs
5.46%
📡 Communications
3.16%
⚡ Utilities
2.43%
🪨 Non Energy Minerals
2.42%
🚗 Consumer Durables
1.78%
⛏️ Energy Minerals
1.26%
💇‍♀️ Consumer Services
1.06%
🖥️ Technology Services
1.02%
🧬 Health Technology
0.91%
💵 Cash
0.66%
🧩 Miscellaneous
0.6%
🧪 Process Industries
0.39%
📦 Distribution Services
0.19%
💼 Commercial Services
0.03%
🚚 Transportation
0.02%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
60.37%
🌍 Digital Currency
23.66%
🇺🇸 NYSE
10.62%
🇫🇷 Euronext Paris
2.54%
🇺🇸 Nasdaq
1.46%
🇩🇪 FRA
0.9%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
59.83%
🇺🇸 United States
6.58%
🇫🇷 France
2.54%
🇩🇪 Germany
0.9%
🇮🇪 Ireland
0.23%
🇨🇭 Switzerland
0.19%
🇦🇹 Austria
0.1%
🇮🇱 Israel
0.06%

Dividends

Dividend Yield

3.57%

65 out of 71 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $MNG.L (8.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.37%	8.42%	$0.2
AV.L	0.21%	5.81%	$0.33
ADM.L	0.21%	5.76%	$1.03
IGG.L	0.18%	4.25%	$0.46
TSCO.L	0.16%	3.5%	$0.12
SBRY.L	0.14%	4.75%	$0.13
MNG.L	0.14%	8.44%	$0.2
ABDN.L	0.13%	8.17%	$0.15
CS.PA	0.13%	5.1%	$1.98
BATS.L	0.13%	7.1%	$2.36
DNLM.L	0.1%	6.63%	$0.78
IMB.L	0.1%	6.68%	$1.49
PHNX.L	0.09%	8.4%	$0.53
RIO	0.09%	6.79%	$4.34
T	0.08%	3.97%	$1.11
SPHD	0.08%	3.42%	-
ULVR.L	0.08%	3.24%	$1.47
SPYD	0.07%	4.56%	-
KHC	0.06%	5.97%	$1.6
MAIN	0.06%	5.28%	$2.85
ITV.L	0.06%	6.47%	$0.05
RR.L	0.06%	0.67%	-
MBG.DE	0.05%	8.32%	$5.3
ISF.L	0.05%	3.54%	-
MONY.L	0.05%	5.99%	$0.12
SHEL.L	0.05%	4.31%	$0.8
CNA.L	0.05%	2.75%	$0.04
O	0.04%	5.65%	$3.09
VZ	0.04%	6.15%	$2.66
PHP.L	0.04%	7.09%	$0.06
TRIG.L	0.04%	8.29%	$0.07
TATE.L	0.04%	3.63%	$0.19
OSB.L	0.03%	6.86%	$0.32
GSK.L	0.03%	4.18%	$0.59
BBOX.L	0.03%	5.34%	$0.07
GRG.L	0.03%	3.36%	$0.6
BTRW.L	0.03%	3.89%	$0.28
AAL.L	0.02%	2.54%	$0.77
DLG.L	0.02%	2.32%	$0.04
ABF.L	0.02%	3.09%	$0.54
RKT.L	0.02%	4.04%	$1.93
UU.L	0.01%	4.48%	$0.5
NG.L	0.01%	4.49%	$0.57
P911.DE	0.01%	5.56%	$2.31
ADC	0.01%	4.04%	$2.96
BP.L	0.01%	6.74%	$0.23
THRL.L	0.01%	5.89%	-
BT.L	0.01%	4.63%	$0.08
SWR.L	0.01%	3.61%	$1.3
VOD.L	0.01%	4.96%	$0.08
GAW.L	0.01%	3.38%	$5.5
LTC.US	0.01%	6.5%	$2.28
CRDA.L	0.01%	3.66%	$1.09
RHIM.L	0.01%	5.35%	$1.54
GLEN.L	0%	2.64%	$0.1
HSBA.L	0%	5.84%	$0.49
WTB.L	0%	3.37%	$0.97
SSE.L	0%	3.67%	$0.6
STAG	0%	4.12%	$1.47
HLN	0%	1.6%	$0.15
WPP.L	0%	6.74%	$0.39
DGE.L	0%	4.02%	$0.81
AU	0%	1.96%	$0.22
MSFT	0%	0.7%	$3
MCG.L	0%	2.42%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share
CNA.L	Pay Day	Jun 5, 2025	$0.04
LGEN.L	Pay Day	Jun 5, 2025	$0.20
SBRY.L	Ex-Dividend	Jun 5, 2025	$0.13
WPP.L	Ex-Dividend	Jun 5, 2025	$0.50
VOD.L	Ex-Dividend	Jun 5, 2025	$0.02
HLN	Pay Day	Jun 5, 2025	$0.12
MAIN	Ex-Dividend	Jun 6, 2025	$0.25
MSFT	Pay Day	Jun 12, 2025	$0.83
RHIM.L	Pay Day	Jun 12, 2025	$1.26
ADM.L	Pay Day	Jun 13, 2025	$1.18
ULVR.L	Pay Day	Jun 13, 2025	$0.52
BBOX.L	Pay Day	Jun 13, 2025	$0.03
O	Pay Day	Jun 13, 2025	$0.27
MAIN	Pay Day	Jun 13, 2025	$0.25
ADC	Pay Day	Jun 13, 2025	$0.26
AU	Pay Day	Jun 13, 2025	$0.12
TATE.L	Ex-Dividend	Jun 19, 2025	$0.18
HSBA.L	Pay Day	Jun 20, 2025	$0.10
SHEL.L	Pay Day	Jun 23, 2025	$0.36
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
TSCO.L	Pay Day	Jun 27, 2025	$0.12
KHC	Pay Day	Jun 27, 2025	$0.40
STAG	Ex-Dividend	Jun 30, 2025	$0.12
ABF.L	Pay Day	Jul 4, 2025	$0.28
WPP.L	Pay Day	Jul 4, 2025	$0.50
WTB.L	Pay Day	Jul 4, 2025	$0.81
GSK.L	Pay Day	Jul 10, 2025	$0.21
SBRY.L	Pay Day	Jul 11, 2025	$0.13
STAG	Pay Day	Jul 15, 2025	$0.12
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
BATS.L	Pay Day	Aug 1, 2025	$0.76
TATE.L	Pay Day	Aug 1, 2025	$0.18
VOD.L	Pay Day	Aug 1, 2025	$0.02
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
SSE.L	Pay Day	Sep 18, 2025	$0.58
GLEN.L	Pay Day	Sep 19, 2025	$0.05
IMB.L	Pay Day	Sep 30, 2025	$0.53

Performance Metrics

Score 7.4/10

Beta

0.68

0.8

1.2

Sharpe Ratio

0.84

0.5

1.5

Sortino Ratio

1.65

Jensen's Alpha

9.26

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

1.42

0.3

0.6

Beta

0.68

0.8

1.2

Sharpe Ratio

0.84

0.5

1.5

Sortino Ratio

1.65

Jensen's Alpha

9.26

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

1.42

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

20.63

High:

LGEN.L

88.71

Low:

BP.L

-62.89

Details

PEG Ratio

265.09

High:

1,960.13

Low:

ABDN.L

0.85

Details

Price/Book

2.86

High:

GAW.L

17.6

Low:

RR.L

-83.39

Details

Price/Sales

1.34

High:

MSFT

12.79

Low:

MCG.L

0.06

Details

Price/CF

7.69

High:

BTRW.L

31.32

Low:

PHNX.L

1.25

Details

Price/FCF

16.3

High:

SWR.L

1,714.27

Low:

PHNX.L

1.44

Details

P/E Ratio

20.63

High:

LGEN.L

88.71

Low:

BP.L

-62.89

Details

Worst Drawdowns

Depth	Start	End	Total months
-12.39%	Apr 2022	Jan 2023	9
-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

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
27.83%
🪙 Cryptocurrencies
23.66%
🍞 Consumer Non Durables
9.94%
🛍️ Retail Trade
9.17%
💻 Electronic Technology
8.22%
📊 ETFs
5.46%
📡 Communications
3.16%
⚡ Utilities
2.43%
🪨 Non Energy Minerals
2.42%
🚗 Consumer Durables
1.78%
⛏️ Energy Minerals
1.26%
💇‍♀️ Consumer Services
1.06%
🖥️ Technology Services
1.02%
🧬 Health Technology
0.91%
💵 Cash
0.66%
🧩 Miscellaneous
0.6%
🧪 Process Industries
0.39%
📦 Distribution Services
0.19%
💼 Commercial Services
0.03%
🚚 Transportation
0.02%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
60.37%
🌍 Digital Currency
23.66%
🇺🇸 NYSE
10.62%
🇫🇷 Euronext Paris
2.54%
🇺🇸 Nasdaq
1.46%
🇩🇪 FRA
0.9%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
59.83%
🇺🇸 United States
6.58%
🇫🇷 France
2.54%
🇩🇪 Germany
0.9%
🇮🇪 Ireland
0.23%
🇨🇭 Switzerland
0.19%
🇦🇹 Austria
0.1%
🇮🇱 Israel
0.06%

Dividends

Dividend Yield

3.57%

65 out of 71 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $MNG.L (8.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.37%	8.42%	$0.2
AV.L	0.21%	5.81%	$0.33
ADM.L	0.21%	5.76%	$1.03
IGG.L	0.18%	4.25%	$0.46
TSCO.L	0.16%	3.5%	$0.12
SBRY.L	0.14%	4.75%	$0.13
MNG.L	0.14%	8.44%	$0.2
ABDN.L	0.13%	8.17%	$0.15
CS.PA	0.13%	5.1%	$1.98
BATS.L	0.13%	7.1%	$2.36
DNLM.L	0.1%	6.63%	$0.78
IMB.L	0.1%	6.68%	$1.49
PHNX.L	0.09%	8.4%	$0.53
RIO	0.09%	6.79%	$4.34
T	0.08%	3.97%	$1.11
SPHD	0.08%	3.42%	-
ULVR.L	0.08%	3.24%	$1.47
SPYD	0.07%	4.56%	-
KHC	0.06%	5.97%	$1.6
MAIN	0.06%	5.28%	$2.85
ITV.L	0.06%	6.47%	$0.05
RR.L	0.06%	0.67%	-
MBG.DE	0.05%	8.32%	$5.3
ISF.L	0.05%	3.54%	-
MONY.L	0.05%	5.99%	$0.12
SHEL.L	0.05%	4.31%	$0.8
CNA.L	0.05%	2.75%	$0.04
O	0.04%	5.65%	$3.09
VZ	0.04%	6.15%	$2.66
PHP.L	0.04%	7.09%	$0.06
TRIG.L	0.04%	8.29%	$0.07
TATE.L	0.04%	3.63%	$0.19
OSB.L	0.03%	6.86%	$0.32
GSK.L	0.03%	4.18%	$0.59
BBOX.L	0.03%	5.34%	$0.07
GRG.L	0.03%	3.36%	$0.6
BTRW.L	0.03%	3.89%	$0.28
AAL.L	0.02%	2.54%	$0.77
DLG.L	0.02%	2.32%	$0.04
ABF.L	0.02%	3.09%	$0.54
RKT.L	0.02%	4.04%	$1.93
UU.L	0.01%	4.48%	$0.5
NG.L	0.01%	4.49%	$0.57
P911.DE	0.01%	5.56%	$2.31
ADC	0.01%	4.04%	$2.96
BP.L	0.01%	6.74%	$0.23
THRL.L	0.01%	5.89%	-
BT.L	0.01%	4.63%	$0.08
SWR.L	0.01%	3.61%	$1.3
VOD.L	0.01%	4.96%	$0.08
GAW.L	0.01%	3.38%	$5.5
LTC.US	0.01%	6.5%	$2.28
CRDA.L	0.01%	3.66%	$1.09
RHIM.L	0.01%	5.35%	$1.54
GLEN.L	0%	2.64%	$0.1
HSBA.L	0%	5.84%	$0.49
WTB.L	0%	3.37%	$0.97
SSE.L	0%	3.67%	$0.6
STAG	0%	4.12%	$1.47
HLN	0%	1.6%	$0.15
WPP.L	0%	6.74%	$0.39
DGE.L	0%	4.02%	$0.81
AU	0%	1.96%	$0.22
MSFT	0%	0.7%	$3
MCG.L	0%	2.42%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share
CNA.L	Pay Day	Jun 5, 2025	$0.04
LGEN.L	Pay Day	Jun 5, 2025	$0.20
SBRY.L	Ex-Dividend	Jun 5, 2025	$0.13
WPP.L	Ex-Dividend	Jun 5, 2025	$0.50
VOD.L	Ex-Dividend	Jun 5, 2025	$0.02
HLN	Pay Day	Jun 5, 2025	$0.12
MAIN	Ex-Dividend	Jun 6, 2025	$0.25
MSFT	Pay Day	Jun 12, 2025	$0.83
RHIM.L	Pay Day	Jun 12, 2025	$1.26
ADM.L	Pay Day	Jun 13, 2025	$1.18
ULVR.L	Pay Day	Jun 13, 2025	$0.52
BBOX.L	Pay Day	Jun 13, 2025	$0.03
O	Pay Day	Jun 13, 2025	$0.27
MAIN	Pay Day	Jun 13, 2025	$0.25
ADC	Pay Day	Jun 13, 2025	$0.26
AU	Pay Day	Jun 13, 2025	$0.12
TATE.L	Ex-Dividend	Jun 19, 2025	$0.18
HSBA.L	Pay Day	Jun 20, 2025	$0.10
SHEL.L	Pay Day	Jun 23, 2025	$0.36
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
TSCO.L	Pay Day	Jun 27, 2025	$0.12
KHC	Pay Day	Jun 27, 2025	$0.40
STAG	Ex-Dividend	Jun 30, 2025	$0.12
ABF.L	Pay Day	Jul 4, 2025	$0.28
WPP.L	Pay Day	Jul 4, 2025	$0.50
WTB.L	Pay Day	Jul 4, 2025	$0.81
GSK.L	Pay Day	Jul 10, 2025	$0.21
SBRY.L	Pay Day	Jul 11, 2025	$0.13
STAG	Pay Day	Jul 15, 2025	$0.12
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
BATS.L	Pay Day	Aug 1, 2025	$0.76
TATE.L	Pay Day	Aug 1, 2025	$0.18
VOD.L	Pay Day	Aug 1, 2025	$0.02
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
SSE.L	Pay Day	Sep 18, 2025	$0.58
GLEN.L	Pay Day	Sep 19, 2025	$0.05
IMB.L	Pay Day	Sep 30, 2025	$0.53

Performance Metrics

Score 7.4/10

Beta

0.68

0.8

1.2

Sharpe Ratio

0.84

0.5

1.5

Sortino Ratio

1.65

Jensen's Alpha

9.26

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

1.42

0.3

0.6

Beta

0.68

0.8

1.2

Sharpe Ratio

0.84

0.5

1.5

Sortino Ratio

1.65

Jensen's Alpha

9.26

-2

Omega Ratio

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

1.42

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

20.63

High:

LGEN.L

88.71

Low:

BP.L

-62.89

Details

265.09

High:

1,960.13

Low:

ABDN.L

0.85

Details

Price/Book

2.86

High:

GAW.L

17.6

Low:

RR.L

-83.39

Details

Price/Sales

1.34

High:

MSFT

12.79

Low:

MCG.L

0.06

Details

Price/CF

7.69

High:

BTRW.L

31.32

Low:

PHNX.L

1.25

Details

Price/FCF

16.3

High:

SWR.L

1,714.27

Low:

PHNX.L

1.44

Details

Depth

Start

End

Total months

-12.39%

Apr 2022

Jan 2023

-5.78%

May 2023

Nov 2023

-5.11%

Feb 2025

May 2025

-4.19%

Apr 2024

May 2024

-2.87%

Jun 2024

Jul 2024

-2.78%

Dec 2024

Jan 2025

-2.4%

Jan 2024

Feb 2024

-1.78%

Oct 2024

Nov 2024

-1.49%

Feb 2023

Apr 2023

-0.15%

Aug 2024

Sep 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics