Portfolio of MiddletonMoney on eToro

MiddletonMoney

🇬🇧 Stock Multi-Strategy Investor.

2 copiers.

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

Summary

+19.47%

This Month

-10.89%

Year To Date

+513.39%

2 Years

+556.52%

5 Years

+556.52%

10 Years

+107.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
49.59%
💻 Electronic Technology
41.1%
💰 Finance
7.62%
❓ Other
0.56%
🛠️ Producer Manufacturing
0.29%
💼 Commercial Services
0.2%
🏭 Industrial Services
0.19%
🚗 Consumer Durables
0.14%
🧬 Health Technology
0.13%
📡 Communications
0.12%
💵 Cash
0.04%
⛏️ Energy Minerals
0.01%
🛍️ Retail Trade
0.01%
🧩 Miscellaneous
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
66.89%
🇺🇸 NYSE
32.54%

Countries Breakdown

Country
Total

🇺🇸 United States
95.74%
🇳🇱 Netherlands
2.74%
🇦🇺 Australia
0.53%
🇨🇦 Canada
0.2%
🇵🇷 Puerto Rico
0.06%
🇮🇱 Israel
0.05%
🇨🇭 Switzerland
0.04%
🇬🇧 United Kingdom
0.04%
🇰🇾 Cayman Islands
0.03%

Dividends

Dividend Yield

0.01%

13 out of 82 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $GAIN (6.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
YOU	0%	0.93%	$0.35
GNTX	0%	2.11%	$0.48
VG	0%	0.6%	-
GAIN	0%	6.04%	-
META	0%	0.31%	$1
GOOGL	0%	0.25%	$0.2
IRDM	0%	1.05%	$0.53
MSFT	0%	0.85%	$3
BWXT	0%	0.45%	$0.94
AMKR	0%	0.48%	$0.31
MU	0%	0.11%	$0.46
TER	0%	0.13%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GAIN	Ex-Dividend	Apr 24, 2026	$0.08
VISN	Pay Day	Apr 27, 2026	$10.00
GAIN	Pay Day	Apr 30, 2026	$0.08
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8.4/10

Beta

2.05

0.8

1.2

Sharpe Ratio

1.45

0.5

Sortino Ratio

3.56

Jensen's Alpha

62.55

-2

Omega Ratio

2.89

1.5

Treynor Ratio

3.19

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

2.41

0.3

0.6

Beta

2.05

0.8

1.2

Sharpe Ratio

1.45

0.5

Sortino Ratio

3.56

Jensen's Alpha

62.55

-2

Omega Ratio

2.89

1.5

Treynor Ratio

3.19

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

2.41

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

195.52

High:

KTOS

539.44

Low:

CGNT

-932.71

Details

PEG Ratio

-963.22

High:

TER

3,416.75

Low:

RKLB

-11,532.17

Details

Price/Book

31.85

High:

ATEC

139.66

Low:

LUMN

-7.87

Details

Price/Sales

54.21

High:

ACHR

14,550.69

Low:

Details

Price/CF

137.25

High:

KTOS

668.08

Low:

LUMN

1.63

Details

Price/FCF

184.03

High:

OPTX

3,731.16

Low:

CRNC

6.44

Details

P/E Ratio

195.52

High:

KTOS

539.44

Low:

CGNT

-932.71

Details

PEG Ratio

-963.22

High:

TER

3,416.75

Low:

RKLB

-11,532.17

Details

Price/Book

31.85

High:

ATEC

139.66

Low:

LUMN

-7.87

Worst Drawdowns

Depth	Start	End	Total months
-40.52%	Nov 2025	-	6
-11.19%	Mar 2024	Jun 2024	3
-10.21%	Jan 2024	Feb 2024	1
-4.03%	Feb 2025	Apr 2025	2
-2.01%	Aug 2025	Sep 2025	1

Monthly Performance

Portfolio of MiddletonMoney on eToro

MiddletonMoney

🇬🇧 Stock Multi-Strategy Investor.

2 copiers.

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

Summary

+19.47%

This Month

-10.89%

Year To Date

+513.39%

2 Years

+556.52%

5 Years

+556.52%

10 Years

+107.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
49.59%
💻 Electronic Technology
41.1%
💰 Finance
7.62%
❓ Other
0.56%
🛠️ Producer Manufacturing
0.29%
💼 Commercial Services
0.2%
🏭 Industrial Services
0.19%
🚗 Consumer Durables
0.14%
🧬 Health Technology
0.13%
📡 Communications
0.12%
💵 Cash
0.04%
⛏️ Energy Minerals
0.01%
🛍️ Retail Trade
0.01%
🧩 Miscellaneous
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
66.89%
🇺🇸 NYSE
32.54%

Countries Breakdown

Country
Total

🇺🇸 United States
95.74%
🇳🇱 Netherlands
2.74%
🇦🇺 Australia
0.53%
🇨🇦 Canada
0.2%
🇵🇷 Puerto Rico
0.06%
🇮🇱 Israel
0.05%
🇨🇭 Switzerland
0.04%
🇬🇧 United Kingdom
0.04%
🇰🇾 Cayman Islands
0.03%

Dividends

Dividend Yield

0.01%

13 out of 82 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $GAIN (6.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
YOU	0%	0.93%	$0.35
GNTX	0%	2.11%	$0.48
VG	0%	0.6%	-
GAIN	0%	6.04%	-
META	0%	0.31%	$1
GOOGL	0%	0.25%	$0.2
IRDM	0%	1.05%	$0.53
MSFT	0%	0.85%	$3
BWXT	0%	0.45%	$0.94
AMKR	0%	0.48%	$0.31
MU	0%	0.11%	$0.46
TER	0%	0.13%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GAIN	Ex-Dividend	Apr 24, 2026	$0.08
VISN	Pay Day	Apr 27, 2026	$10.00
GAIN	Pay Day	Apr 30, 2026	$0.08
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8.4/10

Beta

2.05

0.8

1.2

Sharpe Ratio

1.45

0.5

Sortino Ratio

3.56

Jensen's Alpha

62.55

-2

Omega Ratio

2.89

1.5

Treynor Ratio

3.19

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

2.41

0.3

0.6

Beta

2.05

0.8

1.2

Sharpe Ratio

1.45

0.5

Sortino Ratio

3.56

Jensen's Alpha

62.55

-2

Omega Ratio

2.89

1.5

Treynor Ratio

3.19

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

Details

Price/CF

137.25

High:

KTOS

668.08

Low:

LUMN

1.63

Details

Price/FCF

184.03

High:

OPTX

3,731.16

Low:

CRNC

6.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-40.52%	Nov 2025	-	6
-11.19%	Mar 2024	Jun 2024	3
-10.21%	Jan 2024	Feb 2024	1
-4.03%	Feb 2025	Apr 2025	2
-2.01%	Aug 2025	Sep 2025	1