Portfolio of Kiwiinvestor61 on eToro

Kiwiinvestor61

🇬🇧 Income Stock Investor.

7 copiers.

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

Summary

+0.05%

Today

-10.32%

This Month

-15.61%

Year To Date

+4.97%

2 Years

-14.41%

5 Years

-4.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
53.52%
❓ Other
14.29%
💻 Electronic Technology
13.9%
🚚 Transportation
5.6%
🧪 Process Industries
3.98%
⚡ Utilities
2.43%
🍞 Consumer Non Durables
1.77%
💵 Cash
1.15%
💇‍♀️ Consumer Services
1.14%
🪙 Cryptocurrencies
1.02%
🚗 Consumer Durables
0.69%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.64%
🇺🇸 Nasdaq
43.54%
🇬🇧 LSE
1.14%
🌍 Digital Currency
1.02%

Countries Breakdown

Country
Total

🇺🇸 United States
75.57%
🇧🇲 Bermuda
4.94%
🇬🇧 United Kingdom
1.14%
🇨🇦 Canada
0.71%
🇬🇷 Greece
0.66%

Dividends

Dividend Yield

13.05%

28 out of 32 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $XIFR (40.62%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AGNC	1.61%	17.27%	$1.44
ORC	1.33%	21.98%	$1.56
ARR	0.99%	20.14%	$3.84
XIFR	0.99%	40.62%	$3.49
PSEC	0.85%	20.22%	$0.72
IVR	0.72%	23.12%	$1.6
HRZN	0.67%	15.78%	-
NAT	0.67%	13.55%	$0.43
EFC	0.66%	12.8%	$1.72
SACH	0.65%	29.29%	$0.46
TWO	0.56%	16.41%	$1.8
RC	0.5%	21.07%	$1.26
ACRE	0.39%	25%	$1.16
NLY	0.38%	14.8%	$2.6
TCPC	0.32%	14.77%	-
GNL	0.31%	13.39%	$1.38
BDN	0.26%	15.87%	$0.6
ABR	0.26%	15.59%	$1.72
OXSQ	0.19%	5.11%	-
TRIN	0.15%	14.25%	$2.01
SCM	0.14%	3.53%	-
FSK	0.14%	12.63%	$2.47
NYMT	0.12%	14.73%	$1
DSX	0.08%	11.64%	$0.45
NKE	0.05%	2.76%	$1.45
SSPG.L	0.03%	2.45%	$0.04
LEG	0.02%	2.91%	$1.43
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
IVR	Pay Day	Apr 25, 2025	$0.34
NYMT	Pay Day	Apr 28, 2025	$0.20
PSEC	Ex-Dividend	Apr 28, 2025	$0.04
ARR	Pay Day	Apr 29, 2025	$0.24
TWO	Pay Day	Apr 29, 2025	$0.45
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
NLY	Pay Day	Apr 30, 2025	$0.70
RC	Pay Day	Apr 30, 2025	$0.12
ORC	Ex-Dividend	Apr 30, 2025	$0.12
EFC	Ex-Dividend	Apr 30, 2025	$0.13
AGNC	Pay Day	May 9, 2025	$0.12
HRZN	Ex-Dividend	May 16, 2025	$0.11
PSEC	Pay Day	May 20, 2025	$0.04
EFC	Pay Day	May 27, 2025	$0.13
ORC	Pay Day	May 29, 2025	$0.12
HRZN	Pay Day	Jun 13, 2025	$0.11

Performance Metrics

Score 2.3/10

Beta

1.33

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.03

Jensen's Alpha

-4.17

-5

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.05

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

1.33

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.03

Jensen's Alpha

-4.17

-5

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.05

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.6

High:

ENPH

71.17

Low:

XIFR

-91.9

Details

PEG Ratio

-6

High:

TRIN

104.58

Low:

BDN

-276.76

Details

Price/Book

22.65

High:

NVDA

31.32

Low:

TLRY

0.16

Details

Price/Sales

16.06

High:

NVDA

19.21

Low:

LEG

0.22

Details

Price/CF

51.22

High:

124.35

Low:

XIFR

2.08

Details

Price/FCF

56.24

High:

GNL

941.66

Low:

0.56

Details