Portfolio of Mr_Taylor on eToro

Mr_Taylor

🇭🇺 Stock Investor.

1 copier.

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

Summary

+0.07%

Today

-5.81%

This Month

-11.71%

Year To Date

+27.56%

2 Years

+42.83%

5 Years

+8.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
19.72%
💰 Finance
16.03%
💻 Electronic Technology
13.98%
📊 ETFs
11.69%
🏥 Health Services
8.39%
💵 Cash
6.85%
🪙 Cryptocurrencies
4.87%
🧪 Process Industries
3.87%
🪨 Non Energy Minerals
3.25%
🚗 Consumer Durables
3.05%
🧬 Health Technology
2.71%
🏭 Industrial Services
2.69%
🍞 Consumer Non Durables
1.87%
📦 Distribution Services
1.34%
💼 Commercial Services
0.86%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.78%
🇺🇸 Nasdaq
26.79%
🇺🇸 Chicago Board Options Exchange
11.69%
🌍 Digital Currency
4.87%
🇺🇸 OTC Markets Stock Exchange
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
66.79%
🇱🇺 Luxembourg
7.89%
🇨🇭 Switzerland
2.71%
🇨🇦 Canada
0.36%

Dividends

Dividend Yield

1.07%

27 out of 39 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $MAN (7.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KHC	0.1%	5.43%	$1.6
NVS	0.07%	2.96%	$3.2
BG	0.07%	3.44%	$2.7
ALLY	0.07%	3.79%	$1.2
JPM	0.07%	2.18%	$4.4
C	0.07%	3.54%	$2.12
MAN	0.06%	7.69%	$3.01
MOS	0.06%	3.15%	$0.82
BAC	0.05%	2.73%	$0.96
HRI	0.05%	2.29%	$2.6
NUE	0.05%	1.97%	$2.13
SYF	0.05%	2.09%	$1
WKC	0.04%	2.87%	$0.62
COF	0.04%	1.47%	$2.4
UNH	0.03%	1.85%	$7.74
LH	0.03%	1.33%	$2.88
ACM	0.03%	1.02%	$0.84
MSFT	0.02%	0.88%	$3
GM	0.02%	1.08%	$0.42
META	0.02%	0.4%	$1
GOOG	0.02%	0.52%	$0.2
AAPL	0.02%	0.51%	$0.97
CRM	0.01%	0.65%	$0.4
MU	0.01%	0.67%	$0.46
AA	0.01%	1.72%	$0.4
NVDA	0%	0.04%	$0.02
SDZNY	0%	1.01%	$0.3

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 24, 2025	$0.42
NVS	Pay Day	Apr 25, 2025	$3.99
JPM	Pay Day	Apr 30, 2025	$1.40
ALLY	Ex-Dividend	May 1, 2025	$0.30
C	Ex-Dividend	May 5, 2025	$0.56
NUE	Pay Day	May 12, 2025	$0.55
MSFT	Ex-Dividend	May 15, 2025	$0.83
ALLY	Pay Day	May 15, 2025	$0.30
C	Pay Day	May 23, 2025	$0.56
LH	Ex-Dividend	May 29, 2025	$0.72
MOS	Ex-Dividend	Jun 5, 2025	$0.22
LH	Pay Day	Jun 11, 2025	$0.72
MSFT	Pay Day	Jun 12, 2025	$0.83
MOS	Pay Day	Jun 19, 2025	$0.22

Performance Metrics

Score 3.4/10

Beta

1.15

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

-7.2

-8

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.66

0.75

1.25

Information Ratio

-0.36

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.57

Jensen's Alpha

-7.2

-8

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.66

0.75

1.25

Information Ratio

-0.36

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.19

High:

TSLA

118.42

Low:

SDZNY

-22,355.56

Details

PEG Ratio

43.87

High:

MSFT

239.3

Low:

THC

0.86

Details

Price/Book

7.89

High:

AAPL

44.38

Low:

CSIQ

0.17

Details

Price/Sales

6.23

High:

NVDA

19.21

Low:

WKC

0.03

Details

Price/CF

24.8

High:

TSLA

95.18

Low:

SYF

2.61

Details

Price/FCF

39.21

High:

1,171.75

Low:

SYF

2.74

Details