Portfolio of Henryfrancisward on eToro

Henryfrancisward

🇬🇧 ETF and Stock Investor.

1 copier.

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

Summary

+0.64%

This Month

-8.42%

Year To Date

+23.99%

2 Years

+16.91%

5 Years

+64.22%

10 Years

+7.83%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
49.94%
🖥️ Technology Services
49.8%
💵 Cash
0.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
75.92%
🇺🇸 NYSE
23.83%

Countries Breakdown

Country
Total

🇺🇸 United States
49.8%

Dividends

Dividend Yield

0.58%

3 out of 3 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SPY (1.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.27%	1.14%	-
META	0.18%	0.37%	$1
QQQ	0.13%	0.49%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

0.95

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

-3.26

-4

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.35

-1

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

0.95

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

-3.26

-4

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.35

-1

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.66

High:

META

N/A

Details

Price/Book

6.75

High:

META

6.75

Low:

META

6.75

Details

Price/Sales

7.39

High:

META

7.39

Low:

META

7.39

Details

Price/CF

14.62

High:

META

14.62

Low:

META

14.62

Details

Price/FCF

41.51

High:

META

41.51

Low:

META

41.51

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-39.69%	Nov 2021	Jun 2025	43
-13.44%	Feb 2026	-	3
-11.73%	Sep 2020	Dec 2020	3
-6.71%	Aug 2019	Apr 2020	8
-4.78%	Sep 2021	Oct 2021	1
-1.7%	Mar 2021	Jun 2021	3
-1.39%	May 2020	Jun 2020	1
-0.68%	Jul 2021	Aug 2021	1

Monthly Performance

Portfolio of Henryfrancisward on eToro

Henryfrancisward

🇬🇧 ETF and Stock Investor.

1 copier.

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

Summary

+0.64%

This Month

-8.42%

Year To Date

+23.99%

2 Years

+16.91%

5 Years

+64.22%

10 Years

+7.83%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
49.94%
🖥️ Technology Services
49.8%
💵 Cash
0.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
75.92%
🇺🇸 NYSE
23.83%

Countries Breakdown

Country
Total

🇺🇸 United States
49.8%

Dividends

Dividend Yield

0.58%

3 out of 3 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SPY (1.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.27%	1.14%	-
META	0.18%	0.37%	$1
QQQ	0.13%	0.49%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

0.95

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

-3.26

-4

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.35

-1

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Beta

0.95

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

-3.26

-4

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.67

0.75

1.25

Information Ratio

-0.35

-1

0.3

0.6

Calmar Ratio

0.22

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.66

High:

META

N/A

Details

Price/Book

6.75

High:

META

6.75

Low:

META

6.75

Details

Price/Sales

7.39

High:

META

7.39

Low:

META

7.39

Details

Price/CF

14.62

High:

META

14.62

Low:

META

14.62

Details

Price/FCF

41.51

High:

META

41.51

Low:

META

41.51

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-39.69%	Nov 2021	Jun 2025	43
-13.44%	Feb 2026	-	3
-11.73%	Sep 2020	Dec 2020	3
-6.71%	Aug 2019	Apr 2020	8
-4.78%	Sep 2021	Oct 2021	1
-1.7%	Mar 2021	Jun 2021	3
-1.39%	May 2020	Jun 2020	1
-0.68%	Jul 2021	Aug 2021	1