Portfolio of Kiwiinvestor61 on eToro

Kiwiinvestor61

🇬🇧 Stock Income Investor.

5 copiers.

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

Summary

+2.1%

This Month

-3.94%

Year To Date

+21.4%

2 Years

-2.57%

5 Years

-2.57%

10 Years

-0.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
46.6%
💻 Electronic Technology
16.22%
🧩 Miscellaneous
15.34%
🚚 Transportation
6.09%
🧪 Process Industries
5.26%
💵 Cash
2.63%
⚡ Utilities
2.13%
🍞 Consumer Non Durables
1.63%
⛏️ Energy Minerals
1.09%
🚗 Consumer Durables
1.06%
🪙 Cryptocurrencies
0.68%
💇‍♀️ Consumer Services
0.58%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.75%
🇺🇸 Nasdaq
42.26%
🌍 Digital Currency
0.68%

Countries Breakdown

Country
Total

🇺🇸 United States
89.35%
🇧🇲 Bermuda
5.52%
🇬🇧 United Kingdom
0.57%
🇬🇷 Greece
0.57%

Dividends

Dividend Yield

11.14%

35 out of 39 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $OXSQ (24.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AGNC	1.28%	14.26%	$1.44
ORC	1.2%	19.17%	$1.56
ARR	0.86%	18.29%	$3.84
HRZN	0.65%	22.41%	-
OXSQ	0.55%	24.28%	-
IVR	0.54%	19.24%	$1.6
PSEC	0.54%	20.4%	$0.72
EFC	0.52%	11.4%	$1.72
NAT	0.42%	7.63%	$0.43
TWO	0.41%	16.79%	$1.8
SCM	0.41%	13.19%	-
XIFR	0.38%	17.76%	$3.49
SACH	0.36%	18.18%	$0.46
NLY	0.35%	13.03%	$2.6
TCPC	0.29%	19.26%	-
RC	0.28%	19.35%	$1.26
FSK	0.27%	18.88%	$2.47
ACRE	0.26%	15.15%	$1.16
GNL	0.2%	10.9%	$1.38
ABR	0.16%	12.29%	$1.72
ADAM	0.15%	11.98%	$1
TRIN	0.14%	13.85%	$2.01
DX	0.14%	14.3%	-
WU	0.13%	11.6%	$0.94
PFLT	0.11%	14.11%	-
HESM	0.09%	8.56%	$2.5
GSBD	0.08%	14.43%	-
RWT	0.07%	12.83%	$0.64
BBDC	0.07%	12.07%	-
LYB	0.07%	11.88%	$5.09
IIPR	0.06%	13.91%	$7.34
NKE	0.04%	2.37%	$1.45
LEG	0.02%	2.23%	$1.43
DSX	0.01%	2.37%	$0.45
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DX	Ex-Dividend	Oct 23, 2025	$0.17
IVR	Pay Day	Oct 24, 2025	$0.34
GSBD	Pay Day	Oct 28, 2025	$0.32
PSEC	Ex-Dividend	Oct 29, 2025	$0.04
TWO	Pay Day	Oct 29, 2025	$0.34
ADAM	Pay Day	Oct 30, 2025	$0.23
ARR	Pay Day	Oct 30, 2025	$0.24
ORC	Pay Day	Oct 30, 2025	$0.12
AGNC	Ex-Dividend	Oct 31, 2025	$0.12
NLY	Pay Day	Oct 31, 2025	$0.70
RC	Pay Day	Oct 31, 2025	$0.12
EFC	Ex-Dividend	Oct 31, 2025	$0.13
PFLT	Pay Day	Nov 3, 2025	$0.10
DX	Pay Day	Nov 3, 2025	$0.17
AGNC	Pay Day	Nov 12, 2025	$0.12
HRZN	Pay Day	Nov 14, 2025	$0.11
PSEC	Pay Day	Nov 18, 2025	$0.04
EFC	Pay Day	Nov 28, 2025	$0.13
FSK	Ex-Dividend	Dec 3, 2025	$0.70
BBDC	Ex-Dividend	Dec 3, 2025	$0.26
BBDC	Pay Day	Dec 10, 2025	$0.26
FSK	Pay Day	Dec 17, 2025	$0.70

Performance Metrics

Score 2.3/10

Beta

1.27

0.8

1.2

Sharpe Ratio

0.01

0.5

1.5

Sortino Ratio

0.01

Jensen's Alpha

-9.16

-10

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.02

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

-0.02

-1

0.3

0.6

Beta

1.27

0.8

1.2

Sharpe Ratio

0.01

0.5

1.5

Sortino Ratio

0.01

Jensen's Alpha

-9.16

-10

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.02

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

-0.02

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

51.84

High:

LYB

59.85

Low:

OXSQ

-75.55

Details

PEG Ratio

91.64

High:

EFC

714.06

Low:

ARR

-73.21

Details

Price/Book

35.9

High:

NVDA

44.41

Low:

SACH

0.29

Details

Price/Sales

24.34

High:

NVDA

27.12

Low:

OXSQ

-3.97

Details

Price/CF

53.7

High:

124.35

Low:

XIFR

0.69

Details

Price/FCF

59.03

High:

BBDC

1,039.81

Low:

0.56

Details