Effective portfolio of Okey2021 on eToro

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Okey2021

🇬🇧 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.

Effective Portfolio

Summary

+0.23%

Today

+2.79%

This Month

+14.74%

Year To Date

+36.43%

2 Years

+28.58%

5 Years

+6.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
28.69%
🖥️ Technology Services
28.34%
📈 Indexes
8.09%
📊 ETFs
7.45%
💰 Finance
7.42%
🪙 Cryptocurrencies
5.35%
💵 Cash
2.87%
🧬 Health Technology
2.73%
🍞 Consumer Non Durables
1.56%
🧩 Miscellaneous
1.1%
🛍️ Retail Trade
1.09%
🏥 Health Services
0.61%
🪨 Non Energy Minerals
0.57%
🚚 Transportation
0.52%
💼 Commercial Services
0.46%
🏭 Industrial Services
0.4%
🛠️ Producer Manufacturing
0.37%
⛏️ Energy Minerals
0.19%
🚗 Consumer Durables
0.17%
🧪 Process Industries
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.31%
🇺🇸 NYSE
23.71%
🇬🇧 LSE
19.11%
🌍 CFD
8.09%
🌍 Digital Currency
5.35%
🇩🇪 Xetra ETFs
2.9%
🇫🇷 Euronext Paris
0.66%
🇭🇰 Hong Kong Exchanges
0.48%
🇸🇪 Stockholm Stock Exchange
0.41%
🇮🇹 Borsa Italiana
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
48.69%
🇬🇧 United Kingdom
18.7%
🇹🇼 Taiwan
1.71%
🇨🇳 China
0.72%
🇫🇷 France
0.66%
🇩🇰 Denmark
0.57%
🇱🇺 Luxembourg
0.57%
🇰🇷 South Korea
0.42%
🇸🇪 Sweden
0.41%
🇬🇷 Greece
0.3%
🇮🇹 Italy
0.19%
🇮🇪 Ireland
0.16%
🇳🇱 Netherlands
0.12%

Dividends

Dividend Yield

0.78%

45 out of 68 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PAGP (9.37%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RR.L	0.1%	0.6%	-
MSFT	0.06%	0.65%	$3
TX	0.05%	8.72%	$3.3
BATS.L	0.04%	6.29%	$2.36
PAGP	0.04%	9.37%	$1.17
IBM	0.03%	2.35%	$6.65
EUN5.DE	0.03%	3.39%	-
ORCL	0.03%	0.74%	$1.6
EMG.L	0.03%	7.07%	$0.13
GS	0.03%	1.84%	$11
EUNT.DE	0.03%	2.97%	-
JPM	0.02%	1.82%	$4.4
VOO	0.02%	1.29%	-
UNH	0.02%	3.02%	$7.74
AVGO	0.02%	0.8%	$19.7
MC.PA	0.02%	2.78%	$13
VT.US	0.02%	1.83%	-
TSM	0.02%	0.96%	$1.74
EVO.ST	0.01%	3.65%	$31.03
ENI.MI	0.01%	7.22%	$0.94
LLY	0.01%	0.76%	$4.86
SPY	0.01%	1.21%	-
AMLP	0.01%	8.03%	-
VCTR	0.01%	2.68%	$1.35
META	0.01%	0.29%	$1
DAC	0.01%	3.75%	$3.15
NVO	0.01%	1.83%	$0.98
MA	0.01%	0.53%	$2.46
GOOG	0.01%	0.42%	$0.2
GOOGL	0.01%	0.43%	$0.2
SMSN.L	0.01%	1.9%	$23.68
9988.HK	0%	0.88%	$0.98
AMAT	0%	0.89%	$1.44
AXP	0%	1%	$2.6
QCOM	0%	2.19%	$3.25
AAPL	0%	0.48%	$0.97
QQQ	0%	0.58%	-
VOOG	0%	0.54%	-
BABA	0%	0.86%	$0.98
AIG	0%	2.03%	$1.48
LIN	0%	1.22%	$5.33
ASML	0%	0.84%	$5.57
NVDA	0%	0.02%	$0.02
CRM	0%	0.62%	$0.4
MU	0%	0.41%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Jul 24, 2025	$0.50
ASML	Ex-Dividend	Jul 29, 2025	$1.86
JPM	Pay Day	Jul 31, 2025	$1.40
PAGP	Ex-Dividend	Jul 31, 2025	$0.38
ASML	Pay Day	Aug 6, 2025	$1.86
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
PAGP	Pay Day	Aug 14, 2025	$0.38
LLY	Ex-Dividend	Aug 15, 2025	$1.50
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
GS	Ex-Dividend	Aug 29, 2025	$4.00
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
TSM	Ex-Dividend	Sep 16, 2025	$0.82
QCOM	Pay Day	Sep 25, 2025	$0.89
GS	Pay Day	Sep 29, 2025	$4.00
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
TSM	Pay Day	Oct 9, 2025	$0.82
BATS.L	Pay Day	Nov 7, 2025	$0.76

Performance Metrics

Score 2.9/10

Beta

1.1

1.1

0

0.8

1.2

0

2

Sharpe Ratio

0.2

0.2

0

0.5

1

1.5

1.5

Sortino Ratio

0.31

0.31

0

1

2

3

3

Jensen's Alpha

-3.99

-3.99

-4

0

2

4.5

4.5

Omega Ratio

0.79

0.79

0

1

1.5

2.5

2.5

Treynor Ratio

0.31

0.31

0

0.75

1.25

2

2

Information Ratio

-0.32

-0.32

-1

0.3

0.6

1

1

Calmar Ratio

0.15

0.15

0

0.3

0.6

1

1

Beta

1.1

1.1

0

0.8

1.2

0

2

Sharpe Ratio

0.2

0.2

0

0.5

1

1.5

1.5

Sortino Ratio

0.31

0.31

0

1

2

3

3

Jensen's Alpha

-3.99

-3.99

-4

0

2

4.5

4.5

Omega Ratio

0.79

0.79

0

1

1.5

2.5

2.5

Treynor Ratio

0.31

0.31

0

0.75

1.25

2

2

Information Ratio

-0.32

-0.32

-1

0.3

0.6

1

1

Calmar Ratio

0.15

0.15

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.23

High:

PLTR

670.39

Low:

TX

-17.24

Details

PEG Ratio

385.81

High:

RR.L

892.36

Low:

UBER

2.08

Details

Price/Book

10.65

High:

MA

75.39

Low:

RR.L

-93.26

Details

Price/Sales

10.35

High:

PLTR

125.81

Low:

PAGP

0.08

Details

Price/CF

21.46

High:

ARM

286.48

Low:

PAGP

1.56

Details

Price/FCF

44.15

High:

ARM

638.94

Low:

PAGP

2.37

Details

P/E Ratio

35.23

High:

PLTR

670.39

Low:

TX

-17.24

Details

PEG Ratio

385.81

High:

RR.L

892.36

Low:

UBER

2.08

Details

Price/Book

10.65

High:

MA

75.39

Low:

RR.L

-93.26

Details

Price/Sales

10.35

High:

PLTR

125.81

Low:

PAGP

0.08

Details

Price/CF

21.46

High:

ARM

286.48

Low:

PAGP

1.56

Details

Price/FCF

44.15

High:

ARM

638.94

Low:

PAGP

2.37

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.67%	Nov 2021	Sep 2024	34
-7.9%	Feb 2025	Jun 2025	4
-4.2%	Sep 2021	Oct 2021	1
-1.79%	Dec 2024	Jan 2025	1
-0.78%	Oct 2024	Nov 2024	1
-0.73%	Jul 2021	Aug 2021	1

Monthly Performance