Portfolio of Karlo

Karlo_s

🇬🇧 Stock and ETF Multi-Strategy Investor.

229 copiers.

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

Summary

-0.19%

This Month

+21.9%

Year To Date

+51.22%

2 Years

+85.39%

5 Years

+247.67%

10 Years

+22.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
27.83%
💻 Electronic Technology
17.41%
🖥️ Technology Services
15%
💰 Finance
10.74%
🪨 Non Energy Minerals
8.87%
🛍️ Retail Trade
6.05%
⛏️ Energy Minerals
5.79%
🚗 Consumer Durables
3.49%
🚚 Transportation
1.95%
💇‍♀️ Consumer Services
1.2%
🧩 Miscellaneous
0.66%
💼 Commercial Services
0.43%
🍞 Consumer Non Durables
0.36%
💵 Cash
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.96%
🇺🇸 Nasdaq
41.89%
🇨🇭 SIX
4.21%
🇬🇧 LSE
2.8%
🇩🇪 Xetra ETFs
1.23%
🇦🇺 Sydney
0.67%

Countries Breakdown

Country
Total

🇺🇸 United States
52.54%
🇨🇦 Canada
5.07%
🇨🇭 Switzerland
4.21%
🇯🇵 Japan
3.71%
🇬🇧 United Kingdom
2.87%
🇮🇪 Ireland
1.42%
🇦🇺 Australia
1.33%
🇨🇳 China
0.61%
🇮🇱 Israel
0.18%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.06%

37 out of 64 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBRA	0.26%	6.19%	$1.2
ZURN.ZU	0.2%	4.84%	$26
XOM	0.13%	3.47%	$3.76
RIO	0.04%	5.14%	$4.34
AAPL	0.04%	0.36%	$0.97
MSFT	0.04%	0.69%	$3
BBOX.L	0.03%	5.33%	$0.07
CVX	0.03%	4.56%	$6.28
BHP	0.03%	3.87%	$3.01
B	0.02%	1.28%	$0.4
GOOG	0.02%	0.26%	$0.2
CPG.L	0.02%	2.12%	$0.44
MNODL.L	0.02%	473.72%	-
RYAAY	0.02%	1.27%	$0.93
YAL.ASX	0.02%	10.52%	-
SONY	0.01%	0.37%	$0.49
NHC.ASX	0.01%	8.81%	$0.38
LOW	0.01%	1.95%	$4.45
SMR.ASX	0.01%	7.36%	-
EZJ.L	0.01%	2.68%	$0.05
KO	0.01%	2.89%	$1.89
FCX	0.01%	1.4%	$0.6
NEM	0.01%	1.11%	$1.3
V	0.01%	0.74%	$2.01
MA	0.01%	0.56%	$2.46
HII	0.01%	1.77%	$5.14
CCJ	0.01%	0.2%	$0.09
NOC	0.01%	1.64%	$7.67
GD	0.01%	1.76%	$5.48
META	0.01%	0.32%	$1
WHC.ASX	0%	2.11%	$0.49
BABA	0%	0.64%	$0.98
DIS	0%	0.95%	$0.75
CNR	0%	0.51%	$1.1
HCC	0%	0.41%	$0.3
PYPL	0%	0.22%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
EWY	Pay Day	Dec 20, 2025	$0.00
GDX	Pay Day	Dec 24, 2025	$0.00
GDXJ	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 8.1/10

Beta

0.83

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

1.95

Jensen's Alpha

8.85

-2

Omega Ratio

1.8

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.62

0.3

0.6

Calmar Ratio

0.82

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

1.95

Jensen's Alpha

8.85

-2

Omega Ratio

1.8

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.62

0.3

0.6

Calmar Ratio

0.82

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.94

High:

INTC

3,774.53

Low:

CNR

-185.95

Details

PEG Ratio

249.02

High:

INTC

3,760.35

Low:

MNODL.L

0.46

Details

Price/Book

12.11

High:

61.94

Low:

LOW

-13.31

Details

Price/Sales

7.93

High:

UEC

77.73

Low:

WIZZ.L

0.31

Details

Price/CF

24.59

High:

TSLA

99.57

Low:

MNODL.L

0.75

Details

Price/FCF

53.8

High:

BBOX.L

1,037.23

Low:

WIZZ.L

3.2

Details

P/E Ratio

34.94

High:

INTC

3,774.53

Low:

CNR

-185.95

Details

PEG Ratio

249.02

High:

INTC

3,760.35

Low:

MNODL.L

0.46

Details

Worst Drawdowns

Depth	Start	End	Total months
-26.53%	Jan 2022	Jan 2024	24
-12.09%	Sep 2020	Nov 2020	2
-5.31%	Dec 2024	Jun 2025	6
-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
-0.19%	Dec 2025	-	1
-0.08%	Oct 2024	Nov 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
27.83%
💻 Electronic Technology
17.41%
🖥️ Technology Services
15%
💰 Finance
10.74%
🪨 Non Energy Minerals
8.87%
🛍️ Retail Trade
6.05%
⛏️ Energy Minerals
5.79%
🚗 Consumer Durables
3.49%
🚚 Transportation
1.95%
💇‍♀️ Consumer Services
1.2%
🧩 Miscellaneous
0.66%
💼 Commercial Services
0.43%
🍞 Consumer Non Durables
0.36%
💵 Cash
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.96%
🇺🇸 Nasdaq
41.89%
🇨🇭 SIX
4.21%
🇬🇧 LSE
2.8%
🇩🇪 Xetra ETFs
1.23%
🇦🇺 Sydney
0.67%

Countries Breakdown

Country
Total

🇺🇸 United States
52.54%
🇨🇦 Canada
5.07%
🇨🇭 Switzerland
4.21%
🇯🇵 Japan
3.71%
🇬🇧 United Kingdom
2.87%
🇮🇪 Ireland
1.42%
🇦🇺 Australia
1.33%
🇨🇳 China
0.61%
🇮🇱 Israel
0.18%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.06%

37 out of 64 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBRA	0.26%	6.19%	$1.2
ZURN.ZU	0.2%	4.84%	$26
XOM	0.13%	3.47%	$3.76
RIO	0.04%	5.14%	$4.34
AAPL	0.04%	0.36%	$0.97
MSFT	0.04%	0.69%	$3
BBOX.L	0.03%	5.33%	$0.07
CVX	0.03%	4.56%	$6.28
BHP	0.03%	3.87%	$3.01
B	0.02%	1.28%	$0.4
GOOG	0.02%	0.26%	$0.2
CPG.L	0.02%	2.12%	$0.44
MNODL.L	0.02%	473.72%	-
RYAAY	0.02%	1.27%	$0.93
YAL.ASX	0.02%	10.52%	-
SONY	0.01%	0.37%	$0.49
NHC.ASX	0.01%	8.81%	$0.38
LOW	0.01%	1.95%	$4.45
SMR.ASX	0.01%	7.36%	-
EZJ.L	0.01%	2.68%	$0.05
KO	0.01%	2.89%	$1.89
FCX	0.01%	1.4%	$0.6
NEM	0.01%	1.11%	$1.3
V	0.01%	0.74%	$2.01
MA	0.01%	0.56%	$2.46
HII	0.01%	1.77%	$5.14
CCJ	0.01%	0.2%	$0.09
NOC	0.01%	1.64%	$7.67
GD	0.01%	1.76%	$5.48
META	0.01%	0.32%	$1
WHC.ASX	0%	2.11%	$0.49
BABA	0%	0.64%	$0.98
DIS	0%	0.95%	$0.75
CNR	0%	0.51%	$1.1
HCC	0%	0.41%	$0.3
PYPL	0%	0.22%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
EWY	Pay Day	Dec 20, 2025	$0.00
GDX	Pay Day	Dec 24, 2025	$0.00
GDXJ	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 8.1/10

Beta

0.83

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

1.95

Jensen's Alpha

8.85

-2

Omega Ratio

1.8

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.62

0.3

0.6

Calmar Ratio

0.82

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

1.95

Jensen's Alpha

8.85

-2

Omega Ratio

1.8

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.62

0.3

0.6

Calmar Ratio

0.82

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.94

High:

INTC

3,774.53

Low:

CNR

-185.95

Details

PEG Ratio

249.02

High:

INTC

3,760.35

Low:

MNODL.L

0.46

Details

12.11

High:

61.94

Low:

LOW

-13.31

Details

Price/Sales

7.93

High:

UEC

77.73

Low:

WIZZ.L

0.31

Details

Price/CF

24.59

High:

TSLA

99.57

Low:

MNODL.L

0.75

Details

Price/FCF

53.8

High:

BBOX.L

1,037.23

Low:

WIZZ.L

3.2

Details

Depth

Start

End

Total months

-26.53%

Jan 2022

Jan 2024

-12.09%

Sep 2020

Nov 2020

-5.31%

Dec 2024

Jun 2025

-3.07%

Apr 2024

May 2024

-2.53%

Jan 2021

Feb 2021

-2.3%

Sep 2021

Oct 2021

-0.67%

Mar 2020

Apr 2020

-0.52%

Nov 2021

Dec 2021

-0.19%

Dec 2025

-0.08%

Oct 2024

Nov 2024

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