Effective portfolio of PAULROWNEY on eToro

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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.

Effective Portfolio

Summary

+0.29%

This Month

+20.97%

Year To Date

+74.77%

2 Years

+114.67%

5 Years

+114.67%

10 Years

+46.52%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
31.21%
💰 Finance
15.15%
🖥️ Technology Services
14.65%
📊 ETFs
8.87%
🛍️ Retail Trade
6.32%
🛠️ Producer Manufacturing
3.07%
💼 Commercial Services
2.38%
🧬 Health Technology
2.06%
🍞 Consumer Non Durables
1.37%
⛏️ Energy Minerals
1.29%
⚡ Utilities
1.05%
🧪 Process Industries
0.58%
📡 Communications
0.36%
💇‍♀️ Consumer Services
0.24%
🚗 Consumer Durables
0.22%
📦 Distribution Services
0.19%
🏭 Industrial Services
0.17%
💵 Cash
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
42.98%
🇺🇸 NYSE
25.77%
🇬🇧 LSE
20.43%

Countries Breakdown

Country
Total

🇺🇸 United States
59.59%
🇬🇧 United Kingdom
11.77%
🇹🇼 Taiwan
3.25%
🇨🇦 Canada
2.31%
🇫🇮 Finland
1.79%
🇨🇳 China
1.04%
🇮🇪 Ireland
0.29%
🇱🇺 Luxembourg
0.26%

Dividends

Dividend Yield

1.09%

66 out of 96 instruments pay dividend.

27 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (9.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.26%	9.16%	$0.2
NWL	0.11%	4.4%	$0.28
MNG.L	0.1%	7.79%	$0.2
LLOY.L	0.06%	4.19%	$0.03
BARC.L	0.06%	2.35%	$0.08
NOK	0.04%	2.49%	$0.1
TSM	0.03%	1.01%	$1.74
RR.L	0.03%	0.98%	-
AVGO	0.03%	0.69%	$19.7
MSFT	0.03%	0.67%	$3
INTC	0.03%	0.51%	$0.5
DVN	0.02%	2.72%	$2.05
QCOM	0.02%	2.18%	$3.25
VZ	0.02%	6.13%	$2.66
PSN.L	0.01%	5.49%	$0.6
CNQ	0.01%	5.62%	$1.48
SCHW	0.01%	1.15%	$1
JPM	0.01%	1.8%	$4.4
BBY	0.01%	4.98%	$3.72
CVX	0.01%	4.4%	$6.28
TGT	0.01%	4.84%	$4.42
ES	0.01%	4.65%	$2.78
NEE	0.01%	3.14%	$1.97
PEP	0.01%	3.81%	$5.15
EVRG	0.01%	3.74%	$2.54
GOOGL	0.01%	0.35%	$0.2
XEL	0.01%	3.12%	$2.13
JNJ	0.01%	2.86%	$4.81
EIX	0.01%	6.02%	$3.04
KO	0.01%	2.97%	$1.89
KMB	0.01%	3.87%	$4.8
MCD	0.01%	2.26%	$6.53
NKE	0.01%	2.17%	$1.45
LMT	0.01%	2.86%	$12.45
TMO	0.01%	0.34%	$1.48
MDT.US	0.01%	3.04%	$2.77
SYY	0%	2.56%	$2.01
ELS	0%	3.3%	$1.85
BABA	0%	0.76%	$0.98
APD	0%	2.47%	$7.04
PG	0%	2.59%	$3.83
TXN	0%	2.91%	$5.14
MKC	0%	2.5%	$1.62
NOC	0%	1.51%	$7.67
ATO	0%	2.1%	$3.16
LHX	0%	1.75%	$4.6
CL	0%	2.4%	$1.96
GD	0%	1.83%	$5.48
ADI	0%	1.58%	$3.56
ADP	0%	2.08%	$5.45
LOW	0%	1.75%	$4.45
BDX	0%	2.17%	$3.76
ACN	0%	2.33%	$4.99
LIN	0%	1.26%	$5.33
MU	0%	0.35%	$0.46
RSG	0%	1.03%	$2.14
CHD	0%	1.22%	$1.11
SHW	0%	0.83%	$2.64
META	0%	0.27%	$1
SPGI	0%	0.71%	$3.62
GE	0%	0.46%	$0.44
NVDA	0%	0.02%	$0.02
CRM	0%	0.65%	$0.4
BRO	0%	0.63%	$0.51
CASY	0%	0.41%	$1.79
GEV	0%	0.13%	-

Next Dividends

Stock	Type	Date	Pay Per Share
BDX	Ex-Dividend	Sep 8, 2025	$1.04
ATO	Pay Day	Sep 8, 2025	$0.87
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
CVX	Pay Day	Sep 10, 2025	$1.71
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
MNG.L	Ex-Dividend	Sep 11, 2025	$0.09
ADP	Ex-Dividend	Sep 12, 2025	$1.54
KO	Ex-Dividend	Sep 15, 2025	$0.51
DVN	Ex-Dividend	Sep 15, 2025	$0.24
TMO	Ex-Dividend	Sep 15, 2025	$0.43
NEE	Pay Day	Sep 15, 2025	$0.57
XEL	Ex-Dividend	Sep 15, 2025	$0.57
NWL	Pay Day	Sep 15, 2025	$0.07
GOOGL	Pay Day	Sep 15, 2025	$0.21
MCD	Pay Day	Sep 16, 2025	$1.77
BARC.L	Pay Day	Sep 16, 2025	$0.04
ADI	Pay Day	Sep 16, 2025	$0.99
TSM	Ex-Dividend	Sep 16, 2025	$0.82
NOC	Pay Day	Sep 17, 2025	$2.31
BBY	Ex-Dividend	Sep 18, 2025	$0.95
LIN	Pay Day	Sep 18, 2025	$1.50
EVRG	Pay Day	Sep 19, 2025	$0.67
LHX	Pay Day	Sep 22, 2025	$1.20
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
QCOM	Pay Day	Sep 25, 2025	$0.89
LMT	Pay Day	Sep 26, 2025	$3.30
LGEN.L	Pay Day	Sep 26, 2025	$0.08
ELS	Ex-Dividend	Sep 26, 2025	$0.52
PEP	Pay Day	Sep 30, 2025	$1.42
DVN	Pay Day	Sep 30, 2025	$0.24
BDX	Pay Day	Sep 30, 2025	$1.04
AVGO	Pay Day	Sep 30, 2025	$0.59
KO	Pay Day	Oct 1, 2025	$0.51
NKE	Pay Day	Oct 1, 2025	$0.40
ADP	Pay Day	Oct 1, 2025	$1.54
APD	Ex-Dividend	Oct 1, 2025	$1.79
NVDA	Pay Day	Oct 2, 2025	$0.01
KMB	Pay Day	Oct 2, 2025	$1.26
RSG	Ex-Dividend	Oct 2, 2025	$0.62
SYY	Ex-Dividend	Oct 3, 2025	$0.54
BBY	Pay Day	Oct 9, 2025	$0.95
TSM	Pay Day	Oct 9, 2025	$0.82
GD	Ex-Dividend	Oct 10, 2025	$1.50
ELS	Pay Day	Oct 10, 2025	$0.52
TMO	Pay Day	Oct 15, 2025	$0.43
RSG	Pay Day	Oct 15, 2025	$0.62
PSN.L	Ex-Dividend	Oct 16, 2025	$0.27
MNG.L	Pay Day	Oct 17, 2025	$0.09
XEL	Pay Day	Oct 20, 2025	$0.57
LOW	Ex-Dividend	Oct 22, 2025	$1.20
SYY	Pay Day	Oct 24, 2025	$0.54
LOW	Pay Day	Nov 5, 2025	$1.20
PSN.L	Pay Day	Nov 7, 2025	$0.27
APD	Pay Day	Nov 10, 2025	$1.79
GD	Pay Day	Nov 14, 2025	$1.50

Performance Metrics

Score 9/10

Beta

1.08

1.08

0

0.8

1.2

0

2

Sharpe Ratio

1.73

1.73

0

0.5

1

2

2

Sortino Ratio

4.28

4.28

0

1

2

5

5

Jensen's Alpha

10.15

10.15

-2

0

2

11

11

Omega Ratio

2.97

2.97

0

1

1.5

3

3

Treynor Ratio

2.11

2.11

0

0.75

1.25

3

3

Information Ratio

1.31

1.31

0

0.3

0.6

2

2

Calmar Ratio

3.17

3.17

0

0.3

0.6

4

4

Beta

1.08

1.08

0

0.8

1.2

0

2

Sharpe Ratio

1.73

1.73

0

0.5

1

2

2

Sortino Ratio

4.28

4.28

0

1

2

5

5

Jensen's Alpha

10.15

10.15

-2

0

2

11

11

Omega Ratio

2.97

2.97

0

1

1.5

3

3

Treynor Ratio

2.11

2.11

0

0.75

1.25

3

3

Information Ratio

1.31

1.31

0

0.3

0.6

2

2

Calmar Ratio

3.17

3.17

0

0.3

0.6

4

4

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.66

High:

TWLO

870.53

Low:

ZS

-1,000.19

Details

PEG Ratio

151.67

High:

ELS

3,291.72

Low:

ZS

-3,222.65

Details

Price/Book

7.03

High:

CL

96.33

Low:

MCD

-81.96

Details

Price/Sales

7.22

High:

PLTR

116.31

Low:

HOVR

-

Details

Price/CF

26.32

High:

PSN.L

391.34

Low:

DVN

2.94

Details

Price/FCF

68.62

High:

PEP

5,253.35

Low:

SCHW

4.49

Details

P/E Ratio

36.66

High:

TWLO

870.53

Low:

ZS

-1,000.19

Details

PEG Ratio

151.67

High:

ELS

3,291.72

Low:

ZS

-3,222.65

Details

Price/Book

7.03

High:

CL

96.33

Low:

MCD

-81.96

Details

Price/Sales

7.22

High:

PLTR

116.31

Low:

HOVR

-

Details

Price/CF

26.32

High:

PSN.L

391.34

Low:

DVN

2.94

Details

Price/FCF

68.62

High:

PEP

5,253.35

Low:

SCHW

4.49

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-11.23%	Aug 2023	Dec 2023	4
-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