Portfolio of InvestYo on eToro

InvestYo

🇧🇬 Stock Investor.

6 copiers.

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

Summary

-0.5%

Today

+0.49%

This Month

+11.03%

Year To Date

+45.05%

2 Years

+27.05%

5 Years

+7.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
26.9%
📡 Communications
19.73%
🍞 Consumer Non Durables
19.34%
💵 Cash
9.97%
🛍️ Retail Trade
7.75%
🧬 Health Technology
3.37%
🖥️ Technology Services
2.39%
💼 Commercial Services
1.79%
⛏️ Energy Minerals
1.37%
💇‍♀️ Consumer Services
1.25%
💰 Finance
1.02%
🛠️ Producer Manufacturing
0.93%
🚗 Consumer Durables
0.7%
🪨 Non Energy Minerals
0.52%
🏥 Health Services
0.51%
🚚 Transportation
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
27.63%
🇬🇧 LSE
18.89%
🇺🇸 Chicago Board Options Exchange
17.86%
🇭🇰 Hong Kong Exchanges
16.62%
🇺🇸 Nasdaq
6.65%

Countries Breakdown

Country
Total

🇺🇸 United States
19.95%
🇬🇧 United Kingdom
18.89%
🇨🇳 China
11.57%
🇭🇰 Hong Kong
7.74%
🇧🇷 Brazil
1.37%
🇳🇱 Netherlands
0.7%
🇨🇦 Canada
0.52%

Dividends

Dividend Yield

3.21%

23 out of 34 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (12.33%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.79%	6.9%	$2.36
IMB.L	0.46%	6.5%	$1.49
0941.HK	0.44%	5.72%	$4.83
VZ	0.33%	6.27%	$2.66
T	0.27%	4.03%	$1.11
EWZ	0.17%	7.43%	-
PBR.A	0.17%	12.33%	$2.21
VTRS	0.13%	5.66%	$0.48
9988.HK	0.06%	0.87%	$0.98
MO	0.06%	6.92%	$3.92
VTI	0.06%	1.37%	-
SPG	0.05%	5.18%	$7.75
BMY	0.04%	5.09%	$2.34
HDV	0.03%	3.54%	-
SCHD	0.03%	4.03%	-
SHYG	0.02%	7.14%	-
PFE	0.02%	7.35%	$1.66
MMM	0.02%	1.95%	$5.21
CVS	0.02%	4.23%	$2.54
VGSH	0.01%	4.14%	-
0700.HK	0.01%	0.88%	$3.4
VWO	0.01%	3.13%	-
CCJ	0%	0.18%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
SPG	Ex-Dividend	Jun 9, 2025	$2.10
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
MMM	Pay Day	Jun 12, 2025	$0.73
PFE	Pay Day	Jun 13, 2025	$0.43
MO	Ex-Dividend	Jun 16, 2025	$1.02
VTRS	Pay Day	Jun 16, 2025	$0.12
0941.HK	Pay Day	Jun 25, 2025	$0.32
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
SPG	Pay Day	Jun 30, 2025	$2.10
9988.HK	Pay Day	Jul 3, 2025	$0.25
MO	Pay Day	Jul 10, 2025	$1.02
BATS.L	Pay Day	Aug 1, 2025	$0.76
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
IMB.L	Pay Day	Sep 30, 2025	$0.53
EWZ	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 3.4/10

Beta

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.37

-3

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.16

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.37

-3

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.16

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

15.78

High:

CCJ

147.19

Low:

DOYU

-5.02

Details

PEG Ratio

229.93

High:

CCJ

10,370.61

Low:

PFE

0.61

Details

Price/Book

1.8

High:

SPG

20.57

Low:

-28.48

Details

Price/Sales

1.9

High:

CCJ

11.05

Low:

ASC.L

0.14

Details

Price/CF

7.3

High:

MMM

82.67

Low:

PBR.A

2.35

Details

Price/FCF

20.34

High:

03690.HK

387.81

Low:

ASC.L

4.57

Details

P/E Ratio

15.78

High:

CCJ

147.19

Low:

DOYU

-5.02

Details

PEG Ratio

229.93

High:

CCJ

10,370.61

Low:

PFE

0.61

Details

Worst Drawdowns

Depth	Start	End	Total months
-41.06%	Sep 2021	-	46
-11.71%	Mar 2020	Jun 2020	3
-8.14%	Sep 2020	Nov 2020	2
-3.31%	Jul 2020	Aug 2020	1
-2.23%	Jul 2021	Aug 2021	1
-0.45%	Feb 2021	Mar 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
26.9%
📡 Communications
19.73%
🍞 Consumer Non Durables
19.34%
💵 Cash
9.97%
🛍️ Retail Trade
7.75%
🧬 Health Technology
3.37%
🖥️ Technology Services
2.39%
💼 Commercial Services
1.79%
⛏️ Energy Minerals
1.37%
💇‍♀️ Consumer Services
1.25%
💰 Finance
1.02%
🛠️ Producer Manufacturing
0.93%
🚗 Consumer Durables
0.7%
🪨 Non Energy Minerals
0.52%
🏥 Health Services
0.51%
🚚 Transportation
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
27.63%
🇬🇧 LSE
18.89%
🇺🇸 Chicago Board Options Exchange
17.86%
🇭🇰 Hong Kong Exchanges
16.62%
🇺🇸 Nasdaq
6.65%

Countries Breakdown

Country
Total

🇺🇸 United States
19.95%
🇬🇧 United Kingdom
18.89%
🇨🇳 China
11.57%
🇭🇰 Hong Kong
7.74%
🇧🇷 Brazil
1.37%
🇳🇱 Netherlands
0.7%
🇨🇦 Canada
0.52%

Dividends

Dividend Yield

3.21%

23 out of 34 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (12.33%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.79%	6.9%	$2.36
IMB.L	0.46%	6.5%	$1.49
0941.HK	0.44%	5.72%	$4.83
VZ	0.33%	6.27%	$2.66
T	0.27%	4.03%	$1.11
EWZ	0.17%	7.43%	-
PBR.A	0.17%	12.33%	$2.21
VTRS	0.13%	5.66%	$0.48
9988.HK	0.06%	0.87%	$0.98
MO	0.06%	6.92%	$3.92
VTI	0.06%	1.37%	-
SPG	0.05%	5.18%	$7.75
BMY	0.04%	5.09%	$2.34
HDV	0.03%	3.54%	-
SCHD	0.03%	4.03%	-
SHYG	0.02%	7.14%	-
PFE	0.02%	7.35%	$1.66
MMM	0.02%	1.95%	$5.21
CVS	0.02%	4.23%	$2.54
VGSH	0.01%	4.14%	-
0700.HK	0.01%	0.88%	$3.4
VWO	0.01%	3.13%	-
CCJ	0%	0.18%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
SPG	Ex-Dividend	Jun 9, 2025	$2.10
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
MMM	Pay Day	Jun 12, 2025	$0.73
PFE	Pay Day	Jun 13, 2025	$0.43
MO	Ex-Dividend	Jun 16, 2025	$1.02
VTRS	Pay Day	Jun 16, 2025	$0.12
0941.HK	Pay Day	Jun 25, 2025	$0.32
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
SPG	Pay Day	Jun 30, 2025	$2.10
9988.HK	Pay Day	Jul 3, 2025	$0.25
MO	Pay Day	Jul 10, 2025	$1.02
BATS.L	Pay Day	Aug 1, 2025	$0.76
IMB.L	Ex-Dividend	Aug 21, 2025	$0.53
IMB.L	Pay Day	Sep 30, 2025	$0.53
EWZ	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 3.4/10

Beta

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.37

-3

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.16

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

-2.37

-3

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.16

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

15.78

High:

CCJ

147.19

Low:

DOYU

-5.02

Details

PEG Ratio

229.93

High:

CCJ

10,370.61

Low:

PFE

0.61

Details

1.8

High:

SPG

20.57

Low:

-28.48

Details

Price/Sales

1.9

High:

CCJ

11.05

Low:

ASC.L

0.14

Details

Price/CF

7.3

High:

MMM

82.67

Low:

PBR.A

2.35

Details

Price/FCF

20.34

High:

03690.HK

387.81

Low:

ASC.L

4.57

Details

Depth

Start

End

Total months

-41.06%

Sep 2021

-11.71%

Mar 2020

Jun 2020

-8.14%

Sep 2020

Nov 2020

-3.31%

Jul 2020

Aug 2020

-2.23%

Jul 2021

Aug 2021

-0.45%

Feb 2021

Mar 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 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 YearsLast 5 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