Portfolio of InvestMrV on eToro

InvestMrV

🇬🇧 Stock Multi-Strategy 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

-6.59%

This Month

+12.69%

Year To Date

+51.57%

2 Years

+4.88%

5 Years

+63.39%

10 Years

+8.91%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.79%
🖥️ Technology Services
22.33%
💵 Cash
8.05%
💼 Commercial Services
5.93%
🛠️ Producer Manufacturing
5.6%
🚚 Transportation
5.01%
🚗 Consumer Durables
3.45%
💇‍♀️ Consumer Services
3.06%
🧬 Health Technology
3.02%
🪨 Non Energy Minerals
2.8%
📊 ETFs
2.25%
🪙 Cryptocurrencies
1.85%
💰 Finance
1.74%
🧪 Process Industries
1.67%
📡 Communications
1.57%
🛍️ Retail Trade
1.34%
⚡ Utilities
1.25%
🏥 Health Services
1.13%
🍞 Consumer Non Durables
0.53%
🧩 Miscellaneous
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.16%
🇺🇸 NYSE
18.62%
🇭🇰 Hong Kong Exchanges
9.47%
🇬🇧 LSE
3.91%
🇩🇪 FRA
3.29%
🌍 Digital Currency
1.85%
🇫🇷 Euronext Paris
1.38%
🇺🇸 Chicago Board Options Exchange
1.27%
🇩🇰 Copenhagen Stock Exchange
0.6%
🇩🇪 Xetra ETFs
0.48%
🇸🇪 Stockholm Stock Exchange
0.36%
🇨🇭 SIX
0.03%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
49.08%
🇨🇳 China
17.75%
🇩🇪 Germany
4.84%
🇬🇧 United Kingdom
3.86%
🇨🇦 Canada
2.65%
🇳🇱 Netherlands
1.99%
🇫🇷 France
1.38%
🇮🇱 Israel
1.09%
🇧🇷 Brazil
0.64%
🇨🇭 Switzerland
0.63%
🇩🇰 Denmark
0.6%
🇸🇪 Sweden
0.36%
🇸🇬 Singapore
0.22%
🇮🇳 India
0.18%
🇦🇹 Austria
0.03%
🇱🇺 Luxembourg
0%

Dividends

Dividend Yield

0.52%

34 out of 110 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $PSEC (22.81%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.1%	6.14%	$2.66
VALE	0.04%	5.76%	$1.33
LMT	0.04%	2.63%	$12.45
MCD	0.03%	2.68%	$6.53
LHA.DE	0.03%	3.94%	$0.3
GSK.L	0.02%	3.5%	$0.59
PSEC	0.02%	22.81%	$0.72
PYPL	0.02%	1.01%	-
MSFT	0.02%	0.83%	$3
ELV	0.02%	1.7%	$6.22
NKE	0.02%	3.76%	$1.45
JD.US	0.02%	3.33%	$0.74
AQN	0.02%	4.33%	$0.43
JDW.L	0.02%	1.93%	-
LUV	0.01%	1.76%	$0.72
EZJ.L	0.01%	2.86%	$0.05
DIS	0.01%	1.51%	$0.75
BAC	0.01%	2.11%	$0.96
FCX	0.01%	0.88%	$0.6
ASML	0.01%	0.44%	$5.57
0968.HK	0.01%	1.98%	$0.23
NOVO-B.CO	0.01%	4.12%	$9.4
9988.HK	0.01%	0.84%	$0.98
V	0.01%	0.81%	$2.01
EGO	0%	0.46%	-
AAPL	0%	0.34%	$0.97
VRSK	0%	1.07%	$1.46
META	0%	0.34%	$1
NIBEB.ST	0%	0.95%	$0.65
VST	0%	0.6%	$0.85
HDB	0%	1.47%	$0.6
2238.HK	0%	0.44%	$0.15
VRT	0%	0.07%	$0.06
WDC	0%	0.09%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ELV	Ex-Dividend	Jun 10, 2026	$1.72
9988.HK	Ex-Dividend	Jun 10, 2026	$0.13
MSFT	Pay Day	Jun 11, 2026	$0.91
LUV	Ex-Dividend	Jun 11, 2026	$0.18
META	Ex-Dividend	Jun 15, 2026	$0.53
VRSK	Ex-Dividend	Jun 15, 2026	$0.50
MCD	Pay Day	Jun 16, 2026	$1.86
EGO	Pay Day	Jun 16, 2026	$0.06
WDC	Pay Day	Jun 17, 2026	$0.15
VST	Ex-Dividend	Jun 22, 2026	$0.23
META	Pay Day	Jun 25, 2026	$0.53
PYPL	Pay Day	Jun 25, 2026	$0.14
ELV	Pay Day	Jun 25, 2026	$1.72
BAC	Pay Day	Jun 26, 2026	$0.28
LMT	Pay Day	Jun 26, 2026	$3.45
PSEC	Ex-Dividend	Jun 26, 2026	$0.04
DIS	Ex-Dividend	Jun 30, 2026	$0.75
VRSK	Pay Day	Jun 30, 2026	$0.50
VST	Pay Day	Jun 30, 2026	$0.23
AQN	Ex-Dividend	Jun 30, 2026	$0.07
NKE	Pay Day	Jul 1, 2026	$0.41
LUV	Pay Day	Jul 2, 2026	$0.18
9988.HK	Pay Day	Jul 6, 2026	$0.13
GSK.L	Pay Day	Jul 9, 2026	$0.23
AQN	Pay Day	Jul 15, 2026	$0.07
DIS	Pay Day	Jul 22, 2026	$0.75
PSEC	Pay Day	Jul 22, 2026	$0.04

Performance Metrics

Score 3.3/10

Beta

1.11

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Beta

1.11

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

37.31

High:

PTON

137.42

Low:

BIDU

-5,810.34

Details

PEG Ratio

25.9

High:

HDB

720.61

Low:

TEAM

-246.43

Details

Price/Book

6.92

High:

AAPL

42.87

Low:

MCD

-150.65

Details

Price/Sales

6.21

High:

CRSP

1,333.2

Low:

Details

Price/CF

18.37

High:

2013.HK

430.4

Low:

XELA

0.05

Details

Price/FCF

41.84

High:

9988.HK

2,771.01

Low:

XELA

0.89

Details

P/E Ratio

37.31

High:

PTON

137.42

Low:

BIDU

-5,810.34

Details

PEG Ratio

25.9

High:

HDB

720.61

Low:

TEAM

-246.43

Details

Price/Book

6.92

High:

AAPL

42.87

Low:

MCD

-150.65

Worst Drawdowns

Depth	Start	End	Total months
-41.32%	Jul 2021	Apr 2026	57
-11.5%	Sep 2020	Nov 2020	2
-6.59%	Jun 2026	-	1
-0.44%	Feb 2021	Mar 2021	1
-0.42%	May 2021	Jun 2021	1

Monthly Performance

Portfolio of InvestMrV on eToro

InvestMrV

🇬🇧 Stock Multi-Strategy 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

-6.59%

This Month

+12.69%

Year To Date

+51.57%

2 Years

+4.88%

5 Years

+63.39%

10 Years

+8.91%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.79%
🖥️ Technology Services
22.33%
💵 Cash
8.05%
💼 Commercial Services
5.93%
🛠️ Producer Manufacturing
5.6%
🚚 Transportation
5.01%
🚗 Consumer Durables
3.45%
💇‍♀️ Consumer Services
3.06%
🧬 Health Technology
3.02%
🪨 Non Energy Minerals
2.8%
📊 ETFs
2.25%
🪙 Cryptocurrencies
1.85%
💰 Finance
1.74%
🧪 Process Industries
1.67%
📡 Communications
1.57%
🛍️ Retail Trade
1.34%
⚡ Utilities
1.25%
🏥 Health Services
1.13%
🍞 Consumer Non Durables
0.53%
🧩 Miscellaneous
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.16%
🇺🇸 NYSE
18.62%
🇭🇰 Hong Kong Exchanges
9.47%
🇬🇧 LSE
3.91%
🇩🇪 FRA
3.29%
🌍 Digital Currency
1.85%
🇫🇷 Euronext Paris
1.38%
🇺🇸 Chicago Board Options Exchange
1.27%
🇩🇰 Copenhagen Stock Exchange
0.6%
🇩🇪 Xetra ETFs
0.48%
🇸🇪 Stockholm Stock Exchange
0.36%
🇨🇭 SIX
0.03%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
49.08%
🇨🇳 China
17.75%
🇩🇪 Germany
4.84%
🇬🇧 United Kingdom
3.86%
🇨🇦 Canada
2.65%
🇳🇱 Netherlands
1.99%
🇫🇷 France
1.38%
🇮🇱 Israel
1.09%
🇧🇷 Brazil
0.64%
🇨🇭 Switzerland
0.63%
🇩🇰 Denmark
0.6%
🇸🇪 Sweden
0.36%
🇸🇬 Singapore
0.22%
🇮🇳 India
0.18%
🇦🇹 Austria
0.03%
🇱🇺 Luxembourg
0%

Dividends

Dividend Yield

0.52%

34 out of 110 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $PSEC (22.81%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.1%	6.14%	$2.66
VALE	0.04%	5.76%	$1.33
LMT	0.04%	2.63%	$12.45
MCD	0.03%	2.68%	$6.53
LHA.DE	0.03%	3.94%	$0.3
GSK.L	0.02%	3.5%	$0.59
PSEC	0.02%	22.81%	$0.72
PYPL	0.02%	1.01%	-
MSFT	0.02%	0.83%	$3
ELV	0.02%	1.7%	$6.22
NKE	0.02%	3.76%	$1.45
JD.US	0.02%	3.33%	$0.74
AQN	0.02%	4.33%	$0.43
JDW.L	0.02%	1.93%	-
LUV	0.01%	1.76%	$0.72
EZJ.L	0.01%	2.86%	$0.05
DIS	0.01%	1.51%	$0.75
BAC	0.01%	2.11%	$0.96
FCX	0.01%	0.88%	$0.6
ASML	0.01%	0.44%	$5.57
0968.HK	0.01%	1.98%	$0.23
NOVO-B.CO	0.01%	4.12%	$9.4
9988.HK	0.01%	0.84%	$0.98
V	0.01%	0.81%	$2.01
EGO	0%	0.46%	-
AAPL	0%	0.34%	$0.97
VRSK	0%	1.07%	$1.46
META	0%	0.34%	$1
NIBEB.ST	0%	0.95%	$0.65
VST	0%	0.6%	$0.85
HDB	0%	1.47%	$0.6
2238.HK	0%	0.44%	$0.15
VRT	0%	0.07%	$0.06
WDC	0%	0.09%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ELV	Ex-Dividend	Jun 10, 2026	$1.72
9988.HK	Ex-Dividend	Jun 10, 2026	$0.13
MSFT	Pay Day	Jun 11, 2026	$0.91
LUV	Ex-Dividend	Jun 11, 2026	$0.18
META	Ex-Dividend	Jun 15, 2026	$0.53
VRSK	Ex-Dividend	Jun 15, 2026	$0.50
MCD	Pay Day	Jun 16, 2026	$1.86
EGO	Pay Day	Jun 16, 2026	$0.06
WDC	Pay Day	Jun 17, 2026	$0.15
VST	Ex-Dividend	Jun 22, 2026	$0.23
META	Pay Day	Jun 25, 2026	$0.53
PYPL	Pay Day	Jun 25, 2026	$0.14
ELV	Pay Day	Jun 25, 2026	$1.72
BAC	Pay Day	Jun 26, 2026	$0.28
LMT	Pay Day	Jun 26, 2026	$3.45
PSEC	Ex-Dividend	Jun 26, 2026	$0.04
DIS	Ex-Dividend	Jun 30, 2026	$0.75
VRSK	Pay Day	Jun 30, 2026	$0.50
VST	Pay Day	Jun 30, 2026	$0.23
AQN	Ex-Dividend	Jun 30, 2026	$0.07
NKE	Pay Day	Jul 1, 2026	$0.41
LUV	Pay Day	Jul 2, 2026	$0.18
9988.HK	Pay Day	Jul 6, 2026	$0.13
GSK.L	Pay Day	Jul 9, 2026	$0.23
AQN	Pay Day	Jul 15, 2026	$0.07
DIS	Pay Day	Jul 22, 2026	$0.75
PSEC	Pay Day	Jul 22, 2026	$0.04

Performance Metrics

Score 3.3/10

Beta

1.11

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.19

0.3

0.6

Beta

1.11

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.58

Jensen's Alpha

-7.73

-8

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

Details

Price/CF

18.37

High:

2013.HK

430.4

Low:

XELA

0.05

Details

Price/FCF

41.84

High:

9988.HK

2,771.01

Low:

XELA

0.89

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-41.32%	Jul 2021	Apr 2026	57
-11.5%	Sep 2020	Nov 2020	2
-6.59%	Jun 2026	-	1
-0.44%	Feb 2021	Mar 2021	1
-0.42%	May 2021	Jun 2021	1