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

+0.3%

This Month

-2.9%

Year To Date

+18.38%

2 Years

-1.52%

5 Years

-1.52%

10 Years

-0.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
49.91%
💻 Electronic Technology
17.3%
❓ Other
12.17%
🚚 Transportation
5.84%
🧪 Process Industries
4.96%
⚡ Utilities
2.22%
💵 Cash
1.96%
🍞 Consumer Non Durables
1.83%
🚗 Consumer Durables
1.22%
🧩 Miscellaneous
1.18%
🪙 Cryptocurrencies
0.94%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
51.43%
🇺🇸 Nasdaq
45.2%
🌍 Digital Currency
0.94%

Countries Breakdown

Country
Total

🇺🇸 United States
77.16%
🇧🇲 Bermuda
5.26%
🇨🇦 Canada
1.46%
🇬🇷 Greece
0.58%

Dividends

Dividend Yield

10.2%

28 out of 33 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $PSEC (25.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AGNC	1.3%	13.97%	$1.44
ORC	1.2%	20.11%	$1.56
ARR	0.89%	18.28%	$3.84
PSEC	0.73%	25.26%	$0.72
HRZN	0.63%	19.19%	-
IVR	0.54%	18.6%	$1.6
EFC	0.52%	11.33%	$1.72
NAT	0.44%	8.32%	$0.43
SACH	0.43%	18.55%	$0.46
TWO	0.43%	15.82%	$1.8
XIFR	0.39%	17.64%	$3.49
NLY	0.36%	12.26%	$2.6
RC	0.31%	17.59%	$1.26
TCPC	0.28%	13.87%	-
ACRE	0.27%	13.8%	$1.16
BDN	0.23%	13.85%	$0.6
GNL	0.22%	11.63%	$1.38
FSK	0.18%	13.67%	$2.47
ABR	0.17%	12.06%	$1.72
OXSQ	0.15%	5.11%	-
TRIN	0.15%	12.61%	$2.01
ADAM	0.14%	10.83%	$1
SCM	0.14%	3.53%	-
NKE	0.04%	2.17%	$1.45
LEG	0.02%	2.02%	$1.43
DSX	0.01%	2.44%	$0.45
MRVL	0%	0.38%	$0.24
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
AGNC	Pay Day	Sep 10, 2025	$0.12
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
NAT	Ex-Dividend	Sep 12, 2025	$0.10
LEG	Ex-Dividend	Sep 15, 2025	$0.05
ARR	Ex-Dividend	Sep 15, 2025	$0.24
TCPC	Ex-Dividend	Sep 16, 2025	$0.04
FSK	Ex-Dividend	Sep 17, 2025	$0.70
HRZN	Ex-Dividend	Sep 17, 2025	$0.11
PSEC	Ex-Dividend	Sep 26, 2025	$0.04
ARR	Pay Day	Sep 29, 2025	$0.24
NAT	Pay Day	Sep 29, 2025	$0.10
ORC	Pay Day	Sep 29, 2025	$0.12
EFC	Pay Day	Sep 30, 2025	$0.13
ACRE	Ex-Dividend	Sep 30, 2025	$0.15
TCPC	Pay Day	Sep 30, 2025	$0.04
NKE	Pay Day	Oct 1, 2025	$0.40
NVDA	Pay Day	Oct 2, 2025	$0.01
FSK	Pay Day	Oct 2, 2025	$0.70
TWO	Ex-Dividend	Oct 3, 2025	$0.34
LEG	Pay Day	Oct 15, 2025	$0.05
ACRE	Pay Day	Oct 15, 2025	$0.15
HRZN	Pay Day	Oct 15, 2025	$0.11
PSEC	Pay Day	Oct 22, 2025	$0.04
TWO	Pay Day	Oct 29, 2025	$0.34

Performance Metrics

Score 2.4/10

Beta

1.29

0.8

1.2

Sharpe Ratio

0.03

0.5

1.5

Sortino Ratio

0.05

Jensen's Alpha

-7.8

-8

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.07

0.75

1.25

Information Ratio

-0.23

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

1.29

0.8

1.2

Sharpe Ratio

0.03

0.5

1.5

Sortino Ratio

0.05

Jensen's Alpha

-7.8

-8

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.07

0.75

1.25

Information Ratio

-0.23

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

48.81

High:

NAT

50.63

Low:

MRVL

-505.92

Details

PEG Ratio

76.24

High:

EFC

715.33

Low:

MRVL

-565.89

Details

Price/Book

33.19

High:

NVDA

41.74

Low:

ORGN

0.25

Details

Price/Sales

22.89

High:

NVDA

25.49

Low:

LEG

0.32

Details

Price/CF

53.39

High:

124.35

Low:

XIFR

0.69

Details

Price/FCF

58.73

High:

GNL

941.66

Low:

0.56

Details