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

+12.04%

This Month

+6.87%

Year To Date

+41.03%

2 Years

+2.06%

5 Years

+54.96%

10 Years

+8.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.99%
🖥️ Technology Services
21.13%
💼 Commercial Services
6.72%
🚚 Transportation
5.68%
🛠️ Producer Manufacturing
4.64%
🪨 Non Energy Minerals
4.06%
💵 Cash
3.83%
🚗 Consumer Durables
3.77%
💇‍♀️ Consumer Services
3.3%
📊 ETFs
2.76%
🧬 Health Technology
2.27%
🪙 Cryptocurrencies
2.23%
📡 Communications
1.61%
💰 Finance
1.58%
🛍️ Retail Trade
1.58%
🧪 Process Industries
1.54%
⚡ Utilities
1.32%
🏥 Health Services
0.97%
🍞 Consumer Non Durables
0.59%
🧩 Miscellaneous
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.66%
🇺🇸 NYSE
21.87%
🇭🇰 Hong Kong Exchanges
11.14%
🇬🇧 LSE
4.25%
🇩🇪 FRA
3.48%
🌍 Digital Currency
2.23%
🇺🇸 Chicago Board Options Exchange
1.4%
🇫🇷 Euronext Paris
1.22%
🇳🇴 Oslo Stock Exchange
1.09%
🇩🇰 Copenhagen Stock Exchange
0.57%
🇩🇪 Xetra ETFs
0.51%
🇸🇪 Stockholm Stock Exchange
0.44%
🇨🇭 SIX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
48.05%
🇨🇳 China
20.19%
🇩🇪 Germany
5.35%
🇬🇧 United Kingdom
4.18%
🇨🇦 Canada
4.15%
🇳🇱 Netherlands
1.74%
🇫🇷 France
1.22%
🇳🇴 Norway
1.09%
🇮🇱 Israel
0.86%
🇨🇭 Switzerland
0.73%
🇧🇷 Brazil
0.7%
🇩🇰 Denmark
0.57%
🇸🇪 Sweden
0.44%
🇸🇬 Singapore
0.37%
🇮🇳 India
0.22%
🇦🇹 Austria
0%
🇱🇺 Luxembourg
0%

Dividends

Dividend Yield

0.63%

38 out of 115 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $PSEC (19.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.1%	5.94%	$2.66
VALE	0.05%	7.16%	$1.33
LMT	0.04%	2.32%	$12.45
NHY.OL	0.03%	2.89%	$2.5
MCD	0.03%	2.36%	$6.53
LHA.DE	0.03%	4.22%	$0.3
GSK.L	0.03%	3.08%	$0.59
PSEC	0.02%	19.49%	$0.72
LUV	0.02%	1.72%	$0.72
HPQ	0.02%	6.01%	$1.1
MSFT	0.02%	0.85%	$3
ELV	0.02%	2.14%	$6.22
NKE	0.02%	3.48%	$1.45
JD.US	0.02%	3.12%	$0.74
AQN	0.02%	4.16%	$0.43
UPS	0.02%	6.13%	$6.5
JDW.L	0.02%	1.93%	-
PYPL	0.01%	0.55%	-
EZJ.L	0.01%	3.46%	$0.05
DELL	0.01%	1.07%	$1.63
DIS	0.01%	1.41%	$0.75
BAC	0.01%	2.04%	$0.96
FCX	0.01%	0.86%	$0.6
ASML	0.01%	0.51%	$5.57
NOVO-B.CO	0.01%	4.54%	$9.4
0968.HK	0.01%	1.62%	$0.23
9988.HK	0.01%	0.75%	$0.98
AAPL	0%	0.38%	$0.97
VRSK	0%	1.03%	$1.46
NIBEB.ST	0%	0.83%	$0.65
VST	0%	0.56%	$0.85
HDB	0%	1.21%	$0.6
EGO	0%	0.22%	-
V	0%	0.8%	$2.01
MU	0%	0.11%	$0.46
2238.HK	0%	0.68%	$0.15
VRT	0%	0.06%	$0.06
WDC	0%	0.12%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PSEC	Ex-Dividend	Apr 28, 2026	$0.04
JD.US	Pay Day	Apr 29, 2026	$1.00
MOMO	Pay Day	Apr 30, 2026	$0.28
VZ	Pay Day	May 1, 2026	$0.71
FCX	Pay Day	May 1, 2026	$0.15
DELL	Pay Day	May 1, 2026	$0.63
JDW.L	Ex-Dividend	May 7, 2026	$0.05
NHY.OL	Ex-Dividend	May 8, 2026	$3.00
NHY.OL	Pay Day	May 19, 2026	$3.00
PSEC	Pay Day	May 19, 2026	$0.04
MSFT	Ex-Dividend	May 21, 2026	$0.91
JDW.L	Pay Day	Jun 4, 2026	$0.05
MSFT	Pay Day	Jun 11, 2026	$0.91
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 3.1/10

Beta

1.09

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-8

-9

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.09

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-8

-9

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.56

High:

1958.HK

95.57

Low:

IZEA

-3,625

Details

PEG Ratio

-133.39

High:

HDB

814.65

Low:

IZEA

-3,615.66

Details

Price/Book

5.8

High:

VRSK

80.51

Low:

BYND

-373.91

Details

Price/Sales

5.12

High:

CRSP

1,573.97

Low:

Details

Price/CF

19.74

High:

2013.HK

430.4

Low:

XELA

0.05

Details

Price/FCF

46.5

High:

CRON

6,729.01

Low:

XELA

0.89

Details

P/E Ratio

32.56

High:

1958.HK

95.57

Low:

IZEA

-3,625

Details

PEG Ratio

-133.39

High:

HDB

814.65

Low:

IZEA

-3,615.66

Details

Price/Book

5.8

High:

VRSK

80.51

Low:

BYND

-373.91

Worst Drawdowns

Depth	Start	End	Total months
-41.32%	Jul 2021	-	58
-11.5%	Sep 2020	Nov 2020	2
-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

+12.04%

This Month

+6.87%

Year To Date

+41.03%

2 Years

+2.06%

5 Years

+54.96%

10 Years

+8.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.99%
🖥️ Technology Services
21.13%
💼 Commercial Services
6.72%
🚚 Transportation
5.68%
🛠️ Producer Manufacturing
4.64%
🪨 Non Energy Minerals
4.06%
💵 Cash
3.83%
🚗 Consumer Durables
3.77%
💇‍♀️ Consumer Services
3.3%
📊 ETFs
2.76%
🧬 Health Technology
2.27%
🪙 Cryptocurrencies
2.23%
📡 Communications
1.61%
💰 Finance
1.58%
🛍️ Retail Trade
1.58%
🧪 Process Industries
1.54%
⚡ Utilities
1.32%
🏥 Health Services
0.97%
🍞 Consumer Non Durables
0.59%
🧩 Miscellaneous
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.66%
🇺🇸 NYSE
21.87%
🇭🇰 Hong Kong Exchanges
11.14%
🇬🇧 LSE
4.25%
🇩🇪 FRA
3.48%
🌍 Digital Currency
2.23%
🇺🇸 Chicago Board Options Exchange
1.4%
🇫🇷 Euronext Paris
1.22%
🇳🇴 Oslo Stock Exchange
1.09%
🇩🇰 Copenhagen Stock Exchange
0.57%
🇩🇪 Xetra ETFs
0.51%
🇸🇪 Stockholm Stock Exchange
0.44%
🇨🇭 SIX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
48.05%
🇨🇳 China
20.19%
🇩🇪 Germany
5.35%
🇬🇧 United Kingdom
4.18%
🇨🇦 Canada
4.15%
🇳🇱 Netherlands
1.74%
🇫🇷 France
1.22%
🇳🇴 Norway
1.09%
🇮🇱 Israel
0.86%
🇨🇭 Switzerland
0.73%
🇧🇷 Brazil
0.7%
🇩🇰 Denmark
0.57%
🇸🇪 Sweden
0.44%
🇸🇬 Singapore
0.37%
🇮🇳 India
0.22%
🇦🇹 Austria
0%
🇱🇺 Luxembourg
0%

Dividends

Dividend Yield

0.63%

38 out of 115 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $PSEC (19.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VZ	0.1%	5.94%	$2.66
VALE	0.05%	7.16%	$1.33
LMT	0.04%	2.32%	$12.45
NHY.OL	0.03%	2.89%	$2.5
MCD	0.03%	2.36%	$6.53
LHA.DE	0.03%	4.22%	$0.3
GSK.L	0.03%	3.08%	$0.59
PSEC	0.02%	19.49%	$0.72
LUV	0.02%	1.72%	$0.72
HPQ	0.02%	6.01%	$1.1
MSFT	0.02%	0.85%	$3
ELV	0.02%	2.14%	$6.22
NKE	0.02%	3.48%	$1.45
JD.US	0.02%	3.12%	$0.74
AQN	0.02%	4.16%	$0.43
UPS	0.02%	6.13%	$6.5
JDW.L	0.02%	1.93%	-
PYPL	0.01%	0.55%	-
EZJ.L	0.01%	3.46%	$0.05
DELL	0.01%	1.07%	$1.63
DIS	0.01%	1.41%	$0.75
BAC	0.01%	2.04%	$0.96
FCX	0.01%	0.86%	$0.6
ASML	0.01%	0.51%	$5.57
NOVO-B.CO	0.01%	4.54%	$9.4
0968.HK	0.01%	1.62%	$0.23
9988.HK	0.01%	0.75%	$0.98
AAPL	0%	0.38%	$0.97
VRSK	0%	1.03%	$1.46
NIBEB.ST	0%	0.83%	$0.65
VST	0%	0.56%	$0.85
HDB	0%	1.21%	$0.6
EGO	0%	0.22%	-
V	0%	0.8%	$2.01
MU	0%	0.11%	$0.46
2238.HK	0%	0.68%	$0.15
VRT	0%	0.06%	$0.06
WDC	0%	0.12%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PSEC	Ex-Dividend	Apr 28, 2026	$0.04
JD.US	Pay Day	Apr 29, 2026	$1.00
MOMO	Pay Day	Apr 30, 2026	$0.28
VZ	Pay Day	May 1, 2026	$0.71
FCX	Pay Day	May 1, 2026	$0.15
DELL	Pay Day	May 1, 2026	$0.63
JDW.L	Ex-Dividend	May 7, 2026	$0.05
NHY.OL	Ex-Dividend	May 8, 2026	$3.00
NHY.OL	Pay Day	May 19, 2026	$3.00
PSEC	Pay Day	May 19, 2026	$0.04
MSFT	Ex-Dividend	May 21, 2026	$0.91
JDW.L	Pay Day	Jun 4, 2026	$0.05
MSFT	Pay Day	Jun 11, 2026	$0.91
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 3.1/10

Beta

1.09

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-8

-9

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.09

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.4

Jensen's Alpha

-8

-9

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

0.4

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

Details

Price/CF

19.74

High:

2013.HK

430.4

Low:

XELA

0.05

Details

Price/FCF

46.5

High:

CRON

6,729.01

Low:

XELA

0.89

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-41.32%	Jul 2021	-	58
-11.5%	Sep 2020	Nov 2020	2
-0.44%	Feb 2021	Mar 2021	1
-0.42%	May 2021	Jun 2021	1