Portfolio of MarkFitz on eToro

MarkFitz

🇬🇧 Growth Stock Investor.

14 copiers.

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

Summary

+2.81%

Today

+0.21%

This Month

-8.69%

Year To Date

+63.09%

2 Years

+79.06%

5 Years

+13.55%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
41.8%
💻 Electronic Technology
32.55%
🛍️ Retail Trade
12.2%
🪙 Cryptocurrencies
6.09%
📦 Distribution Services
3.3%
🛠️ Producer Manufacturing
1.58%
💇‍♀️ Consumer Services
1.02%
🧬 Health Technology
0.99%
⚡ Utilities
0.42%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
64.04%
🇺🇸 NYSE
23.89%
🌍 Digital Currency
6.09%
🇭🇰 Hong Kong Exchanges
3.73%
🇫🇷 Euronext Paris
1.78%
🇩🇰 Copenhagen Stock Exchange
0.42%

Countries Breakdown

Country
Total

🇺🇸 United States
70.43%
🇨🇳 China
7.59%
🇳🇱 Netherlands
3.85%
🇹🇼 Taiwan
3.66%
🇱🇺 Luxembourg
3.4%
🇮🇱 Israel
3.19%
🇭🇰 Hong Kong
1.32%
🇩🇰 Denmark
0.42%

Dividends

Dividend Yield

0.58%

23 out of 34 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $0992.HK (4.51%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
0992.HK	0.06%	4.51%	$0.38
MSFT	0.06%	0.84%	$3
RTX	0.06%	2.08%	$2.44
TSM	0.05%	1.25%	$1.74
NTES	0.04%	2.43%	$2.58
GOOG	0.03%	0.5%	$0.2
AAPL	0.03%	0.48%	$0.97
JNJ	0.03%	3.25%	$4.81
AIR.PA	0.03%	1.45%	$1.8
ORCL	0.02%	1.24%	$1.6
0700.HK	0.02%	0.96%	$3.4
LDOS	0.02%	1.07%	$1.5
LRCX	0.02%	1.26%	$8
COST	0.02%	0.49%	$19.22
ASML	0.02%	0.86%	$5.57
BABA	0.01%	0.83%	$0.98
MU	0.01%	0.6%	$0.46
MCK	0.01%	0.4%	$2.48
DIS	0.01%	1.12%	$0.75
META	0.01%	0.38%	$1
CRM	0.01%	0.61%	$0.4
NVDA	0%	0.04%	$0.02
ORSTED.CO	0%	0.46%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ASML	Ex-Dividend	Apr 28, 2025	$1.92
COST	Ex-Dividend	May 2, 2025	$1.30
ASML	Pay Day	May 6, 2025	$1.92
MSFT	Ex-Dividend	May 15, 2025	$0.83
COST	Pay Day	May 16, 2025	$1.30
0700.HK	Ex-Dividend	May 16, 2025	$0.58
JNJ	Ex-Dividend	May 27, 2025	$1.30
0700.HK	Pay Day	May 30, 2025	$0.58
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
DIS	Ex-Dividend	Jun 24, 2025	$0.50
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 3.9/10

Beta

1.13

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.85

Jensen's Alpha

-1.97

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.86

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.13

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.85

Jensen's Alpha

-1.97

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

0.86

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.09

High:

PLTR

533.16

Low:

CRWD

-4,597.74

Details

PEG Ratio

373.26

High:

CDNS

10,480.9

Low:

ORSTED.CO

-125.24

Details

Price/Book

10.01

High:

PLTR

47.13

Low:

MCK

-28.28

Details

Price/Sales

5.98

High:

PLTR

88.96

Low:

0992.HK

0.22

Details

Price/CF

25.78

High:

PLTR

165.72

Low:

0992.HK

6.07

Details

Price/FCF

50.73

High:

1,171.75

Low:

0992.HK

11.34

Details