Portfolio of OsmithW on eToro

OsmithW

🇬🇧 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

-5.29%

This Month

-3.6%

Year To Date

+65.37%

2 Years

+32.37%

5 Years

+113.99%

10 Years

+14.83%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
45.36%
💰 Finance
26.11%
🚗 Consumer Durables
11.02%
💻 Electronic Technology
10.2%
🚚 Transportation
4.59%
🍞 Consumer Non Durables
2.71%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
57.61%
🇺🇸 NYSE
35.08%
🇬🇧 LSE
4.59%
LSE_AIM
2.71%

Countries Breakdown

Country
Total

🇺🇸 United States
57.67%
🇬🇧 United Kingdom
33.42%
🇨🇳 China
8.21%
🇩🇪 Germany
0.69%

Dividends

Dividend Yield

1.47%

5 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $HSBC (4.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	1.12%	4.28%	$3.03
EZJ.L	0.14%	3.11%	$0.05
GOOG	0.11%	0.28%	$0.2
FEVR.L	0.05%	1.85%	$0.17
AAPL	0.04%	0.4%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6/10

Beta

0.94

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

4.48

-2

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

4.48

-2

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

High:

ADSK

49.26

Low:

JMIA

-7.78

Details

PEG Ratio

152.74

High:

ADSK

2,357.05

Low:

NIO

-132.09

Details

Price/Book

8.75

High:

AAPL

43.77

Low:

AMWL

0.38

Details

Price/Sales

8.14

High:

GOOG

9.21

Low:

EZJ.L

0.33

Details

Price/CF

20.21

High:

FEVR.L

44.05

Low:

EZJ.L

2.05

Details

Price/FCF

39.13

High:

FEVR.L

218.72

Low:

EZJ.L

4.94

Details

Worst Drawdowns

Depth	Start	End	Total months
-46.78%	May 2021	Aug 2025	51
-7.07%	Feb 2026	-	2
-2.91%	Feb 2021	Apr 2021	2

Monthly Performance

Portfolio of OsmithW on eToro

OsmithW

🇬🇧 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

-5.29%

This Month

-3.6%

Year To Date

+65.37%

2 Years

+32.37%

5 Years

+113.99%

10 Years

+14.83%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
45.36%
💰 Finance
26.11%
🚗 Consumer Durables
11.02%
💻 Electronic Technology
10.2%
🚚 Transportation
4.59%
🍞 Consumer Non Durables
2.71%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
57.61%
🇺🇸 NYSE
35.08%
🇬🇧 LSE
4.59%
LSE_AIM
2.71%

Countries Breakdown

Country
Total

🇺🇸 United States
57.67%
🇬🇧 United Kingdom
33.42%
🇨🇳 China
8.21%
🇩🇪 Germany
0.69%

Dividends

Dividend Yield

1.47%

5 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $HSBC (4.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	1.12%	4.28%	$3.03
EZJ.L	0.14%	3.11%	$0.05
GOOG	0.11%	0.28%	$0.2
FEVR.L	0.05%	1.85%	$0.17
AAPL	0.04%	0.4%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6/10

Beta

0.94

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

4.48

-2

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

4.48

-2

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Portfolio Valuation

Based on current positions

High:

ADSK

49.26

Low:

JMIA

-7.78

Details

PEG Ratio

152.74

High:

ADSK

2,357.05

Low:

NIO

-132.09

Details

Price/Book

8.75

High:

AAPL

43.77

Low:

AMWL

0.38

Details

Price/Sales

8.14

High:

GOOG

9.21

Low:

EZJ.L

0.33

Details

Price/CF

20.21

High:

FEVR.L

44.05

Low:

EZJ.L

2.05

Details

Price/FCF

39.13

High:

FEVR.L

218.72

Low:

EZJ.L

4.94

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-46.78%	May 2021	Aug 2025	51
-7.07%	Feb 2026	-	2
-2.91%	Feb 2021	Apr 2021	2