Effective portfolio of PAULROWNEY on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.23%	8.38%	$0.2
MSFT	0.15%	0.95%	$3
MNG.L	0.09%	6.97%	$0.2
AVGO	0.03%	0.72%	$19.7
RR.L	0.02%	0.75%	-
TXN	0.02%	2.65%	$5.14
ORCL	0.01%	1.25%	$1.6
CNQ	0.01%	3.75%	$1.48
TGT	0.01%	3.72%	$4.42
BBY	0.01%	5.96%	$3.72
BABA	0.01%	0.82%	$0.98
TSM	0.01%	0.63%	$1.74
BMY	0.01%	4.26%	$2.34
AMAT	0.01%	0.5%	$1.44
PEP	0.01%	3.67%	$5.15
ELS	0.01%	3.27%	$1.85
CRM	0.01%	0.95%	$0.4
KR	0.01%	1.98%	$1.16
CVX	0.01%	3.56%	$6.28
EVRG	0.01%	3.28%	$2.54
XEL	0.01%	2.83%	$2.13
LRCX	0.01%	0.41%	$8
NKE	0.01%	3.75%	$1.45
NEE	0.01%	2.48%	$1.97
KO	0%	2.66%	$1.89
PG	0%	2.91%	$3.83
MKC	0%	3.65%	$1.62
ACN	0%	3.16%	$4.99
META	0%	0.34%	$1
JNJ	0%	2.16%	$4.81
MCD	0%	2.37%	$6.53
LMT	0%	2.16%	$12.45
UNP	0%	2.24%	$5.2
ASML	0%	0.53%	$5.57
LOW	0%	1.98%	$4.45
GOOGL	0%	0.27%	$0.2
MRVL	0%	0.21%	$0.24
SLGN	0%	1.96%	$0.74
QCOM	0%	2.8%	$3.25
NOC	0%	1.36%	$7.67
LIN	0%	1.23%	$5.33
MU	0%	0.12%	$0.46
LHX	0%	1.34%	$4.6
ADI.US	0%	1.18%	$3.56
FDS	0%	1.97%	$3.98
CHD	0%	1.27%	$1.11
JKHY	0%	1.5%	$2.14
AAPL	0%	0.4%	$0.97
RSG	0%	1.15%	$2.14
SHW	0%	0.95%	$2.64
RGLD	0%	0.69%	$1.58
CAH	0%	0.95%	$2.01
ROP	0%	0.98%	$2.93
BRO	0%	0.95%	$0.51
SPGI	0%	0.89%	$3.62
VRT	0%	0.07%	$0.06
CASY	0%	0.3%	$1.79
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MRVL	Ex-Dividend	Apr 10, 2026	$0.06
ELS	Pay Day	Apr 10, 2026	$0.54
BBY	Pay Day	Apr 14, 2026	$0.96
MU	Pay Day	Apr 15, 2026	$0.15
CAH	Pay Day	Apr 15, 2026	$0.51
RSG	Pay Day	Apr 15, 2026	$0.63
RGLD	Pay Day	Apr 16, 2026	$0.47
XEL	Pay Day	Apr 20, 2026	$0.59
MKC	Ex-Dividend	Apr 20, 2026	$0.48
LOW	Ex-Dividend	Apr 22, 2026	$1.20
ROP	Pay Day	Apr 22, 2026	$0.91
CRM	Pay Day	Apr 23, 2026	$0.44
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
ORCL	Pay Day	Apr 24, 2026	$0.50
MKC	Pay Day	Apr 27, 2026	$0.48
MNG.L	Pay Day	Apr 30, 2026	$0.18
MRVL	Pay Day	Apr 30, 2026	$0.06
BMY	Pay Day	May 1, 2026	$0.63
CASY	Ex-Dividend	May 1, 2026	$0.57
LOW	Pay Day	May 6, 2026	$1.20
TGT	Ex-Dividend	May 13, 2026	$1.14
ACN	Pay Day	May 15, 2026	$1.63
KR	Ex-Dividend	May 15, 2026	$0.35
CASY	Pay Day	May 15, 2026	$0.57
MSFT	Ex-Dividend	May 21, 2026	$0.91
AMAT	Ex-Dividend	May 21, 2026	$0.53
TGT	Pay Day	Jun 1, 2026	$1.14
KR	Pay Day	Jun 1, 2026	$0.35
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
AMAT	Pay Day	Jun 11, 2026	$0.53
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 9/10

Beta

1.12

0.8

1.2

Sharpe Ratio

1.65

0.5

Sortino Ratio

4.16

Jensen's Alpha

8.48

-2

Omega Ratio

2.58

1.5

Treynor Ratio

1.88

0.75

1.25

Information Ratio

1.19

0.3

0.6

Calmar Ratio

2.93

0.3

0.6

Beta

1.12

0.8

1.2

Sharpe Ratio

1.65

0.5

Sortino Ratio

4.16

Jensen's Alpha

8.48

-2

Omega Ratio

2.58

1.5

Treynor Ratio

1.88

0.75

1.25

Information Ratio

1.19

0.3

0.6

Calmar Ratio

2.93

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.75

High:

TWLO

657.58

Low:

INTC

-719.78

Details

PEG Ratio

73.36

High:

ACN

3,244.79

Low:

INTC

-732.95

Details

Price/Book

6.65

High:

APP

Low:

MCD

-121.88

Details

Price/Sales

8.05

High:

PLTR

80.94

Low:

HOVR

Details

Price/CF

24.43

High:

PLTR

214.31

Low:

LGEN.L

3.46

Details

Price/FCF

64.02

High:

PEP

5,797.72

Low:

LGEN.L

4.84

Details

P/E Ratio

26.75

High:

TWLO

657.58

Low:

INTC

-719.78

Details

PEG Ratio

73.36

High:

ACN

3,244.79

Low:

INTC

-732.95

Details

Price/Book

6.65

High:

APP

Low:

MCD

-121.88

Details

Worst Drawdowns

Depth	Start	End	Total months
-11.23%	Aug 2023	Dec 2023	4
-8.38%	Nov 2025	-	6
-4.38%	Feb 2025	May 2025	3
-3.75%	Apr 2024	May 2024	1
-1.27%	Apr 2023	May 2023	1
-1.15%	Jul 2024	Aug 2024	1
-1.09%	Oct 2024	Nov 2024	1

Monthly Performance

PAULROWNEY

🇬🇧 Stock Event Driven 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

+4.39%

This Month

-1.61%

Year To Date

+53.72%

2 Years

+133.76%

5 Years

+133.76%

10 Years

+38.92%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
30.62%
💻 Electronic Technology
23.03%
💵 Cash
10.49%
💰 Finance
8.86%
🧩 Miscellaneous
8.08%
🛍️ Retail Trade
3.15%
🛠️ Producer Manufacturing
2.66%
🍞 Consumer Non Durables
0.95%
🚚 Transportation
0.66%
⚡ Utilities
0.56%
🧪 Process Industries
0.53%
⛏️ Energy Minerals
0.4%
🧬 Health Technology
0.35%
💼 Commercial Services
0.22%
🪨 Non Energy Minerals
0.21%
💇‍♀️ Consumer Services
0.16%
🏭 Industrial Services
0.15%
📦 Distribution Services
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.06%
🇺🇸 NYSE
18.34%
🇬🇧 LSE
15.32%

Countries Breakdown

Country
Total

🇺🇸 United States
59.72%
🇬🇧 United Kingdom
7.44%
🇨🇦 Canada
2.1%
🇨🇳 China
1.39%
🇹🇼 Taiwan
1.19%
🇳🇱 Netherlands
0.65%
🇮🇪 Ireland
0.14%

Dividends

Dividend Yield

0.76%

58 out of 85 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.38%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.23%	8.38%	$0.2
MSFT	0.15%	0.95%	$3
MNG.L	0.09%	6.97%	$0.2
AVGO	0.03%	0.72%	$19.7
RR.L	0.02%	0.75%	-
TXN	0.02%	2.65%	$5.14
ORCL	0.01%	1.25%	$1.6
CNQ	0.01%	3.75%	$1.48
TGT	0.01%	3.72%	$4.42
BBY	0.01%	5.96%	$3.72
BABA	0.01%	0.82%	$0.98
TSM	0.01%	0.63%	$1.74
BMY	0.01%	4.26%	$2.34
AMAT	0.01%	0.5%	$1.44
PEP	0.01%	3.67%	$5.15
ELS	0.01%	3.27%	$1.85
CRM	0.01%	0.95%	$0.4
KR	0.01%	1.98%	$1.16
CVX	0.01%	3.56%	$6.28
EVRG	0.01%	3.28%	$2.54
XEL	0.01%	2.83%	$2.13
LRCX	0.01%	0.41%	$8
NKE	0.01%	3.75%	$1.45
NEE	0.01%	2.48%	$1.97
KO	0%	2.66%	$1.89
PG	0%	2.91%	$3.83
MKC	0%	3.65%	$1.62
ACN	0%	3.16%	$4.99
META	0%	0.34%	$1
JNJ	0%	2.16%	$4.81
MCD	0%	2.37%	$6.53
LMT	0%	2.16%	$12.45
UNP	0%	2.24%	$5.2
ASML	0%	0.53%	$5.57
LOW	0%	1.98%	$4.45
GOOGL	0%	0.27%	$0.2
MRVL	0%	0.21%	$0.24
SLGN	0%	1.96%	$0.74
QCOM	0%	2.8%	$3.25
NOC	0%	1.36%	$7.67
LIN	0%	1.23%	$5.33
MU	0%	0.12%	$0.46
LHX	0%	1.34%	$4.6
ADI.US	0%	1.18%	$3.56
FDS	0%	1.97%	$3.98
CHD	0%	1.27%	$1.11
JKHY	0%	1.5%	$2.14
AAPL	0%	0.4%	$0.97
RSG	0%	1.15%	$2.14
SHW	0%	0.95%	$2.64
RGLD	0%	0.69%	$1.58
CAH	0%	0.95%	$2.01
ROP	0%	0.98%	$2.93
BRO	0%	0.95%	$0.51
SPGI	0%	0.89%	$3.62
VRT	0%	0.07%	$0.06
CASY	0%	0.3%	$1.79
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MRVL	Ex-Dividend	Apr 10, 2026	$0.06
ELS	Pay Day	Apr 10, 2026	$0.54
BBY	Pay Day	Apr 14, 2026	$0.96
MU	Pay Day	Apr 15, 2026	$0.15
CAH	Pay Day	Apr 15, 2026	$0.51
RSG	Pay Day	Apr 15, 2026	$0.63
RGLD	Pay Day	Apr 16, 2026	$0.47
XEL	Pay Day	Apr 20, 2026	$0.59
MKC	Ex-Dividend	Apr 20, 2026	$0.48
LOW	Ex-Dividend	Apr 22, 2026	$1.20
ROP	Pay Day	Apr 22, 2026	$0.91
CRM	Pay Day	Apr 23, 2026	$0.44
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
ORCL	Pay Day	Apr 24, 2026	$0.50
MKC	Pay Day	Apr 27, 2026	$0.48
MNG.L	Pay Day	Apr 30, 2026	$0.18
MRVL	Pay Day	Apr 30, 2026	$0.06
BMY	Pay Day	May 1, 2026	$0.63
CASY	Ex-Dividend	May 1, 2026	$0.57
LOW	Pay Day	May 6, 2026	$1.20
TGT	Ex-Dividend	May 13, 2026	$1.14
ACN	Pay Day	May 15, 2026	$1.63
KR	Ex-Dividend	May 15, 2026	$0.35
CASY	Pay Day	May 15, 2026	$0.57
MSFT	Ex-Dividend	May 21, 2026	$0.91
AMAT	Ex-Dividend	May 21, 2026	$0.53
TGT	Pay Day	Jun 1, 2026	$1.14
KR	Pay Day	Jun 1, 2026	$0.35
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
AMAT	Pay Day	Jun 11, 2026	$0.53
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 9/10

Beta

1.12

0.8

1.2

Sharpe Ratio

1.65

0.5

Sortino Ratio

4.16

Jensen's Alpha

8.48

-2

Omega Ratio

2.58

1.5

Treynor Ratio

1.88

0.75

1.25

Information Ratio

1.19

0.3

0.6

Calmar Ratio

2.93

0.3

0.6

Beta

1.12

0.8

1.2

Sharpe Ratio

1.65

0.5

Sortino Ratio

4.16

Jensen's Alpha

8.48

-2

Omega Ratio

2.58

1.5

Treynor Ratio

1.88

0.75

1.25

Information Ratio

1.19

0.3

0.6

Calmar Ratio

Low:

MCD

-121.88

Details

6.65

High:

APP

Low:

MCD

-121.88

Details

Worst Drawdowns

Depth	Start	End	Total months
-11.23%	Aug 2023	Dec 2023	4
-8.38%	Nov 2025	-	6
-4.38%	Feb 2025	May 2025	3
-3.75%	Apr 2024	May 2024	1
-1.27%	Apr 2023	May 2023	1
-1.15%	Jul 2024	Aug 2024	1
-1.09%	Oct 2024	Nov 2024	1