Portfolio of HarveysTay on eToro

HarveysTay

🇬🇧 Income Stock Investor.

450 copiers.

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

Summary

+0.17%

Today

+1.13%

This Month

-0.05%

Year To Date

+36.67%

2 Years

+50.98%

5 Years

+17.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
27.78%
🪙 Cryptocurrencies
21.28%
🍞 Consumer Non Durables
10.83%
🛍️ Retail Trade
9.22%
💻 Electronic Technology
7.33%
📊 ETFs
5.96%
📡 Communications
3.3%
🪨 Non Energy Minerals
2.73%
⚡ Utilities
2.55%
🚗 Consumer Durables
2%
🧩 Miscellaneous
1.85%
⛏️ Energy Minerals
1.38%
💇‍♀️ Consumer Services
1.14%
🖥️ Technology Services
0.96%
🧬 Health Technology
0.92%
🧪 Process Industries
0.41%
📦 Distribution Services
0.19%
💵 Cash
0.11%
🚚 Transportation
0.06%
💼 Commercial Services
0.03%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
61.6%
🌍 Digital Currency
21.28%
🇺🇸 NYSE
11.71%
🇫🇷 Euronext Paris
2.69%
🇺🇸 Nasdaq
1.63%
🇩🇪 FRA
1.01%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
61.02%
🇺🇸 United States
7.39%
🇫🇷 France
2.69%
🇩🇪 Germany
1.01%
🇮🇪 Ireland
0.26%
🇨🇭 Switzerland
0.19%
🇦🇹 Austria
0.12%

Dividends

Dividend Yield

3.9%

62 out of 67 instruments pay dividend.

18 dividend payments in the next 30 days.

Highest Dividend: $ABDN.L (10.51%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.32%	8.61%	$0.2
ADM.L	0.24%	6.01%	$1.03
AV.L	0.24%	6.79%	$0.33
IGG.L	0.2%	4.53%	$0.46
TSCO.L	0.18%	3.87%	$0.12
MNG.L	0.15%	10.28%	$0.2
SBRY.L	0.15%	5.1%	$0.13
CS.PA	0.15%	5.42%	$1.98
BATS.L	0.14%	7.62%	$2.36
ABDN.L	0.14%	10.51%	$0.15
DNLM.L	0.12%	7.42%	$0.78
IMB.L	0.11%	6.35%	$1.49
PHNX.L	0.1%	9.36%	$0.53
RIO	0.1%	6.87%	$4.34
T	0.09%	4.09%	$1.11
SPHD	0.09%	3.24%	-
ULVR.L	0.09%	3.09%	$1.47
SPYD	0.07%	4.32%	-
KHC	0.07%	5.43%	$1.6
MAIN	0.07%	5.68%	$2.85
ITV.L	0.06%	6.59%	$0.05
RR.L	0.06%	0.84%	-
MBG.DE	0.06%	8.57%	$5.3
DLG.L	0.06%	2.55%	$0.04
MONY.L	0.06%	6.51%	$0.12
ISF.L	0.06%	3.52%	-
SHEL.L	0.05%	4.42%	$0.8
CNA.L	0.05%	3%	$0.04
O	0.05%	5.42%	$3.09
VZ	0.05%	6.13%	$2.66
PHP.L	0.04%	6.97%	$0.06
TRIG.L	0.04%	8.67%	$0.07
TATE.L	0.04%	3.58%	$0.19
OSB.L	0.04%	7.69%	$0.32
BBOX.L	0.04%	5.52%	$0.07
GSK.L	0.03%	4.57%	$0.59
GRG.L	0.03%	3.77%	$0.6
BTRW.L	0.03%	3.89%	$0.28
AAL.L	0.03%	2.4%	$0.77
ABF.L	0.03%	2.86%	$0.54
NG.L	0.02%	5.1%	$0.57
UU.L	0.02%	4.56%	$0.5
P911.DE	0.02%	5.3%	$2.31
ADC	0.01%	3.82%	$2.96
BP.L	0.01%	6.73%	$0.23
THRL.L	0.01%	5.91%	-
BT.L	0.01%	4.89%	$0.08
SWR.L	0.01%	3.2%	$1.3
GAW.L	0.01%	3.58%	$5.5
LTC.US	0.01%	6.38%	$2.28
CRDA.L	0.01%	4.06%	$1.09
RHIM.L	0.01%	5.13%	$1.54
GLEN.L	0.01%	2.96%	$0.1
HSBA.L	0.01%	6.53%	$0.49
WTB.L	0%	3.91%	$0.97
SSE.L	0%	3.73%	$0.6
STAG	0%	4.48%	$1.47
WPP.L	0%	7.32%	$0.39
HLN	0%	1.66%	$0.15
DGE.L	0%	3.87%	$0.81
MCG.L	0%	2.42%	$0.07
MSFT	0%	0.88%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
DGE.L	Pay Day	Apr 24, 2025	$0.50
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
HSBA.L	Pay Day	Apr 25, 2025	$0.36
HLN	Ex-Dividend	Apr 25, 2025	$0.12
STAG	Ex-Dividend	Apr 30, 2025	$0.12
ADC	Ex-Dividend	Apr 30, 2025	$0.26
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
CNA.L	Ex-Dividend	May 1, 2025	$0.04
GLEN.L	Ex-Dividend	May 1, 2025	$0.05
GRG.L	Ex-Dividend	May 1, 2025	$0.64
O	Ex-Dividend	May 1, 2025	$0.27
CS.PA	Ex-Dividend	May 5, 2025	$2.25
CS.PA	Pay Day	May 7, 2025	$2.25
AAL.L	Pay Day	May 7, 2025	$0.22
GAW.L	Pay Day	May 7, 2025	$1.29
MAIN	Ex-Dividend	May 8, 2025	$0.25
MNG.L	Pay Day	May 9, 2025	$0.18
PHP.L	Pay Day	May 9, 2025	$0.02
ABDN.L	Pay Day	May 13, 2025	$0.09
OSB.L	Pay Day	May 13, 2025	$0.30
ADC	Pay Day	May 14, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
ADM.L	Ex-Dividend	May 15, 2025	$1.18
TSCO.L	Ex-Dividend	May 15, 2025	$0.12
O	Pay Day	May 15, 2025	$0.27
MAIN	Pay Day	May 15, 2025	$0.25
STAG	Pay Day	May 15, 2025	$0.12
BTRW.L	Pay Day	May 16, 2025	$0.07
MONY.L	Pay Day	May 16, 2025	$0.12
DLG.L	Pay Day	May 19, 2025	$0.06
PHNX.L	Pay Day	May 21, 2025	$0.35
ITV.L	Pay Day	May 22, 2025	$0.04
RHIM.L	Ex-Dividend	May 22, 2025	$1.26
CRDA.L	Pay Day	May 28, 2025	$0.80
GRG.L	Pay Day	May 30, 2025	$0.64
GLEN.L	Pay Day	Jun 4, 2025	$0.05
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
HLN	Pay Day	Jun 5, 2025	$0.12
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
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
TSCO.L	Pay Day	Jun 27, 2025	$0.12
WPP.L	Pay Day	Jul 4, 2025	$0.50
SBRY.L	Pay Day	Jul 11, 2025	$0.13
BATS.L	Pay Day	Aug 1, 2025	$0.76

Performance Metrics

Score 6.7/10

Beta

0.67

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

6.67

-2

Omega Ratio

1.32

1.5

2.5

Treynor Ratio

1.25

0.75

1.25

Information Ratio

0.39

0.3

0.6

Calmar Ratio

1.12

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

6.67

-2

Omega Ratio

1.32

1.5

2.5

Treynor Ratio

1.25

0.75

1.25

Information Ratio

0.39

0.3

0.6

Calmar Ratio

1.12

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.56

High:

BP.L

258.56

Low:

GLEN.L

-24.5

Details

PEG Ratio

181.68

High:

DNLM.L

1,008.6

Low:

MCG.L

-5.02

Details

Price/Book

2.6

High:

GAW.L

16.58

Low:

RR.L

-66.62

Details

Price/Sales

1.24

High:

ADC

13.4

Low:

MCG.L

0.11

Details

Price/CF

7.47

High:

BTRW.L

31.32

Low:

MCG.L

1.25

Details

Price/FCF

17.3

High:

SWR.L

1,714.27

Low:

PHNX.L

1.44

Details