Portfolio of Karlo

Karlo_s

🇬🇧 Stock and ETF Multi-Strategy Investor.

218 copiers.

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

Summary

-3.8%

This Month

+7.43%

Year To Date

+43.74%

2 Years

+77.61%

5 Years

+277.41%

10 Years

+21.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
26.4%
💻 Electronic Technology
16.39%
🖥️ Technology Services
13.85%
🪨 Non Energy Minerals
9.81%
💰 Finance
8.99%
⛏️ Energy Minerals
8.85%
🛍️ Retail Trade
6.04%
🧩 Miscellaneous
3.27%
🚗 Consumer Durables
2.97%
🚚 Transportation
1.5%
🍞 Consumer Non Durables
1.26%
💼 Commercial Services
0.27%
💇‍♀️ Consumer Services
0.2%
💵 Cash
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.79%
🇺🇸 Nasdaq
39.23%
🇨🇭 SIX
3.53%
🇬🇧 LSE
1.62%
🇦🇺 Sydney
1.43%
🇩🇪 Xetra ETFs
1.22%

Countries Breakdown

Country
Total

🇺🇸 United States
53.42%
🇨🇦 Canada
5.23%
🇨🇭 Switzerland
3.53%
🇯🇵 Japan
2.54%
🇦🇺 Australia
2.36%
🇬🇧 United Kingdom
1.93%
🇮🇪 Ireland
1.1%
🇨🇳 China
0.44%
🇮🇱 Israel
0.15%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.04%

37 out of 64 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBRA	0.24%	6.79%	$1.2
ZURN.ZU	0.19%	5.46%	$26
XOM	0.12%	2.68%	$3.76
CVX.US	0.05%	3.7%	$6.28
RIO	0.04%	3.79%	$4.34
MSFT	0.03%	0.83%	$3
B	0.03%	2.12%	$0.4
AAPL	0.03%	0.34%	$0.97
BBOX.L	0.03%	5.51%	$0.07
BHP	0.03%	2.96%	$3.01
KO	0.02%	2.7%	$1.89
GOOG	0.02%	0.23%	$0.2
NHC.ASX	0.02%	4.14%	$0.38
LOW	0.02%	2.34%	$4.45
MNODL.L	0.02%	473.72%	-
NKE	0.02%	3.76%	$1.45
RYAAY	0.01%	1.24%	$0.93
SONY	0.01%	0.5%	$0.49
YAL.ASX	0.01%	2.64%	-
EZJ.L	0.01%	2.86%	$0.05
GD	0.01%	1.81%	$5.48
HII	0.01%	1.9%	$5.14
NEM	0.01%	0.95%	$1.3
FCX	0.01%	0.88%	$0.6
SMR.ASX	0.01%	4.38%	-
V	0.01%	0.81%	$2.01
MA	0.01%	0.68%	$2.46
NOC	0.01%	1.74%	$7.67
CCJ	0.01%	0.15%	$0.09
WHC.ASX	0.01%	1.07%	$0.49
META	0%	0.34%	$1
BABA	0%	0.82%	$0.98
DIS	0%	1.51%	$0.75
PYPL	0%	1.01%	-
CNR	0%	0.4%	$1.1
NVDA	0%	0.13%	$0.02
HCC	0%	0.3%	$0.3

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
CVX.US	Pay Day	Jun 10, 2026	$1.78
XOM	Pay Day	Jun 10, 2026	$1.03
MSFT	Pay Day	Jun 11, 2026	$0.91
BABA	Ex-Dividend	Jun 11, 2026	$1.05
CNR	Pay Day	Jun 12, 2026	$0.10
HII	Pay Day	Jun 12, 2026	$1.38
BBOX.L	Pay Day	Jun 12, 2026	$0.03
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
B	Pay Day	Jun 15, 2026	$0.17
NOC	Pay Day	Jun 17, 2026	$2.47
NEM	Pay Day	Jun 22, 2026	$0.26
META	Pay Day	Jun 25, 2026	$0.53
PYPL	Pay Day	Jun 25, 2026	$0.14
NVDA	Pay Day	Jun 26, 2026	$0.25
DIS	Ex-Dividend	Jun 30, 2026	$0.75
KO	Pay Day	Jul 1, 2026	$0.53
NKE	Pay Day	Jul 1, 2026	$0.41
BABA	Pay Day	Jul 13, 2026	$1.05
DIS	Pay Day	Jul 22, 2026	$0.75
LOW	Ex-Dividend	Jul 22, 2026	$1.25
LOW	Pay Day	Aug 5, 2026	$1.25

Performance Metrics

Score 8.2/10

Beta

0.83

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

1.98

Jensen's Alpha

9.14

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

1.98

Jensen's Alpha

9.14

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.16

High:

TSLA

382.29

Low:

INTC

-178.48

Details

PEG Ratio

110.05

High:

EZJ.L

434.99

Low:

INTC

-207.36

Details

Price/Book

10.8

High:

63.6

Low:

LOW

-12.56

Details

Price/Sales

7.8

High:

UEC

338.86

Low:

WIZZ.L

0.28

Details

Price/CF

20.91

High:

TSLA

79.58

Low:

MNODL.L

0.75

Details

Price/FCF

49.19

High:

BABA

1,196.17

Low:

WIZZ.L

3.2

Details

P/E Ratio

32.16

High:

TSLA

382.29

Low:

INTC

-178.48

Details

PEG Ratio

110.05

High:

EZJ.L

434.99

Low:

INTC

-207.36

Details

Worst Drawdowns

Depth	Start	End	Total months
-26.53%	Jan 2022	Jan 2024	24
-12.09%	Sep 2020	Nov 2020	2
-5.45%	Mar 2026	Apr 2026	1
-5.31%	Dec 2024	Jun 2025	6
-3.8%	Jun 2026	-	1
-3.07%	Apr 2024	May 2024	1
-2.53%	Jan 2021	Feb 2021	1
-2.3%	Sep 2021	Oct 2021	1
-0.67%	Mar 2020	Apr 2020	1
-0.52%	Nov 2021	Dec 2021	1
-0.08%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of Karlo_s on eToro

Karlo_s

🇬🇧 Stock and ETF Multi-Strategy Investor.

218 copiers.

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

Summary

-3.8%

This Month

+7.43%

Year To Date

+43.74%

2 Years

+77.61%

5 Years

+277.41%

10 Years

+21.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
26.4%
💻 Electronic Technology
16.39%
🖥️ Technology Services
13.85%
🪨 Non Energy Minerals
9.81%
💰 Finance
8.99%
⛏️ Energy Minerals
8.85%
🛍️ Retail Trade
6.04%
🧩 Miscellaneous
3.27%
🚗 Consumer Durables
2.97%
🚚 Transportation
1.5%
🍞 Consumer Non Durables
1.26%
💼 Commercial Services
0.27%
💇‍♀️ Consumer Services
0.2%
💵 Cash
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.79%
🇺🇸 Nasdaq
39.23%
🇨🇭 SIX
3.53%
🇬🇧 LSE
1.62%
🇦🇺 Sydney
1.43%
🇩🇪 Xetra ETFs
1.22%

Countries Breakdown

Country
Total

🇺🇸 United States
53.42%
🇨🇦 Canada
5.23%
🇨🇭 Switzerland
3.53%
🇯🇵 Japan
2.54%
🇦🇺 Australia
2.36%
🇬🇧 United Kingdom
1.93%
🇮🇪 Ireland
1.1%
🇨🇳 China
0.44%
🇮🇱 Israel
0.15%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.04%

37 out of 64 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBRA	0.24%	6.79%	$1.2
ZURN.ZU	0.19%	5.46%	$26
XOM	0.12%	2.68%	$3.76
CVX.US	0.05%	3.7%	$6.28
RIO	0.04%	3.79%	$4.34
MSFT	0.03%	0.83%	$3
B	0.03%	2.12%	$0.4
AAPL	0.03%	0.34%	$0.97
BBOX.L	0.03%	5.51%	$0.07
BHP	0.03%	2.96%	$3.01
KO	0.02%	2.7%	$1.89
GOOG	0.02%	0.23%	$0.2
NHC.ASX	0.02%	4.14%	$0.38
LOW	0.02%	2.34%	$4.45
MNODL.L	0.02%	473.72%	-
NKE	0.02%	3.76%	$1.45
RYAAY	0.01%	1.24%	$0.93
SONY	0.01%	0.5%	$0.49
YAL.ASX	0.01%	2.64%	-
EZJ.L	0.01%	2.86%	$0.05
GD	0.01%	1.81%	$5.48
HII	0.01%	1.9%	$5.14
NEM	0.01%	0.95%	$1.3
FCX	0.01%	0.88%	$0.6
SMR.ASX	0.01%	4.38%	-
V	0.01%	0.81%	$2.01
MA	0.01%	0.68%	$2.46
NOC	0.01%	1.74%	$7.67
CCJ	0.01%	0.15%	$0.09
WHC.ASX	0.01%	1.07%	$0.49
META	0%	0.34%	$1
BABA	0%	0.82%	$0.98
DIS	0%	1.51%	$0.75
PYPL	0%	1.01%	-
CNR	0%	0.4%	$1.1
NVDA	0%	0.13%	$0.02
HCC	0%	0.3%	$0.3

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
CVX.US	Pay Day	Jun 10, 2026	$1.78
XOM	Pay Day	Jun 10, 2026	$1.03
MSFT	Pay Day	Jun 11, 2026	$0.91
BABA	Ex-Dividend	Jun 11, 2026	$1.05
CNR	Pay Day	Jun 12, 2026	$0.10
HII	Pay Day	Jun 12, 2026	$1.38
BBOX.L	Pay Day	Jun 12, 2026	$0.03
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
B	Pay Day	Jun 15, 2026	$0.17
NOC	Pay Day	Jun 17, 2026	$2.47
NEM	Pay Day	Jun 22, 2026	$0.26
META	Pay Day	Jun 25, 2026	$0.53
PYPL	Pay Day	Jun 25, 2026	$0.14
NVDA	Pay Day	Jun 26, 2026	$0.25
DIS	Ex-Dividend	Jun 30, 2026	$0.75
KO	Pay Day	Jul 1, 2026	$0.53
NKE	Pay Day	Jul 1, 2026	$0.41
BABA	Pay Day	Jul 13, 2026	$1.05
DIS	Pay Day	Jul 22, 2026	$0.75
LOW	Ex-Dividend	Jul 22, 2026	$1.25
LOW	Pay Day	Aug 5, 2026	$1.25

Performance Metrics

Score 8.2/10

Beta

0.83

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

1.98

Jensen's Alpha

9.14

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

1.98

Jensen's Alpha

9.14

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

10.8

High:

63.6

Low:

LOW

-12.56

Details

Price/Sales

7.8

High:

UEC

338.86

Low:

WIZZ.L

0.28

Details

Price/CF

20.91

High:

TSLA

79.58

Low:

MNODL.L

0.75

Details

Price/FCF

49.19

High:

BABA

1,196.17

Low:

WIZZ.L

3.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-26.53%	Jan 2022	Jan 2024	24
-12.09%	Sep 2020	Nov 2020	2
-5.45%	Mar 2026	Apr 2026	1
-5.31%	Dec 2024	Jun 2025	6
-3.8%	Jun 2026	-	1
-3.07%	Apr 2024	May 2024	1
-2.53%	Jan 2021	Feb 2021	1
-2.3%	Sep 2021	Oct 2021	1
-0.67%	Mar 2020	Apr 2020	1
-0.52%	Nov 2021	Dec 2021	1
-0.08%	Oct 2024	Nov 2024	1