Effective portfolio of PJLowryzim on eToro

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PJLowryzim

🇬🇧 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

+0.11%

Today

-4.2%

This Month

-7.59%

Year To Date

+30.2%

2 Years

+4.48%

5 Years

+1.23%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
26.67%
🖥️ Technology Services
18.79%
🚗 Consumer Durables
7.24%
🪙 Cryptocurrencies
6.75%
💇‍♀️ Consumer Services
4.83%
💰 Finance
4.63%
🛍️ Retail Trade
4.61%
🪨 Non Energy Minerals
4.08%
🧬 Health Technology
4.07%
🛠️ Producer Manufacturing
3.21%
📊 ETFs
3.02%
⛏️ Energy Minerals
2.36%
🍞 Consumer Non Durables
2.32%
⚡ Utilities
2.22%
🚚 Transportation
1.32%
💼 Commercial Services
1.15%
❓ Other
0.6%
🏥 Health Services
0.56%
🧪 Process Industries
0.39%
📡 Communications
0.05%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.11%
🇺🇸 NYSE
23.55%
🇩🇪 FRA
7.4%
🌍 Digital Currency
6.75%
🇬🇧 LSE
5.01%
🇪🇸 Bolsa De Madrid
2.43%
🇨🇭 SIX
2.08%
🇺🇸 Chicago Board Options Exchange
1.24%
🇫🇷 Euronext Paris
1.05%
🇩🇰 Copenhagen Stock Exchange
0.85%
🇭🇰 Hong Kong Exchanges
0.62%
🇦🇪 Dubai Financial Market
0.6%
🇸🇪 Stockholm Stock Exchange
0.49%
🇳🇴 Oslo Stock Exchange
0.46%
🇫🇮 Helsinki Stock Exchange
0.21%

Countries Breakdown

Country
Total

🇺🇸 United States
55.56%
🇩🇪 Germany
7.4%
🇨🇳 China
3.79%
🇰🇷 South Korea
2.73%
🇨🇭 Switzerland
2.48%
🇯🇵 Japan
2.3%
🇬🇧 United Kingdom
2.19%
🇪🇸 Spain
2.01%
🇹🇼 Taiwan
1.78%
🇨🇦 Canada
1.71%
🇫🇷 France
1.05%
🇳🇱 Netherlands
1.04%
🇱🇺 Luxembourg
0.95%
🇩🇰 Denmark
0.85%
🇸🇪 Sweden
0.49%
🇺🇾 Uruguay
0.48%
🇳🇴 Norway
0.46%
🇫🇮 Finland
0.21%
🇧🇷 Brazil
0.14%
🇮🇱 Israel
0.14%
🇰🇾 Cayman Islands
0.08%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.55%

75 out of 135 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.15%	7.1%	$9.06
BMW.DE	0.08%	6.11%	$6
MBG.DE	0.07%	8.57%	$5.3
SMSN.L	0.07%	2.48%	$23.68
EMAAR.AE	0.07%	14.36%	-
LMT	0.06%	2.78%	$12.45
MSFT	0.05%	0.88%	$3
UPS	0.04%	6.77%	$6.5
HST	0.04%	5.86%	$0.78
ATHM.CH	0.04%	6.51%	$1.68
UBSG.ZU	0.04%	3.18%	$0.64
TM	0.03%	2.76%	$4.64
DOM.L	0.03%	3.96%	$0.11
PSX	0.03%	4.64%	$4.3
F	0.03%	7.79%	$0.78
RIO	0.03%	6.87%	$4.34
IBE.MC	0.02%	1.24%	$0.45
TSM	0.02%	1.35%	$1.74
LHA.DE	0.02%	4.88%	$0.3
DJP	0.02%	3.69%	-
INTC	0.02%	2.64%	$0.5
VSVS.L	0.02%	7%	$0.23
FORTUM.HE	0.02%	10.33%	$1.15
EQT	0.02%	1.24%	$0.62
CAT	0.02%	1.92%	$5.31
IEF	0.02%	3.6%	-
SBRY.L	0.02%	5.29%	$0.13
ABBN.ZU	0.02%	2.14%	$0.87
KHC	0.02%	5.43%	$1.6
GS	0.02%	2.36%	$11
GOLD.BARRICK	0.02%	1.91%	$0.4
FCX	0.02%	1.82%	$0.6
NKE	0.02%	2.76%	$1.45
EMAARDEV.AE	0.02%	10.6%	-
GOOG	0.02%	0.52%	$0.2
CDI.PA	0.01%	2.91%	$13
JNJ	0.01%	3.19%	$4.81
NOVO-B.CO	0.01%	2.73%	$9.4
MC.PA	0.01%	2.68%	$13
BOL.ST	0.01%	2.68%	$7.5
MRK	0.01%	4.05%	$3.04
AAPL	0.01%	0.51%	$0.97
VALE	0.01%	8.2%	$1.33
JPM	0.01%	2.18%	$4.4
NTDOY	0.01%	0.97%	$0.24
BKNG	0.01%	0.78%	$17.5
BABA	0.01%	0.9%	$0.98
INDA	0.01%	0.78%	-
AGRO	0.01%	3.06%	$0.33
VOO	0.01%	1.36%	-
ORK.OL	0.01%	3.32%	$3
MTS.MC	0.01%	2.03%	$0.44
NHY.OL	0.01%	4.26%	$2.5
RHM.DE	0.01%	0.55%	$5.7
JDW.L	0.01%	2.59%	-
WY	0.01%	3.14%	$0.78
DAN	0.01%	3.4%	$0.4
LDOS	0.01%	1.12%	$1.5
META	0.01%	0.4%	$1
FIS	0.01%	1.98%	$1.76
BAYN.DE	0.01%	0.52%	$0.11
HAS	0%	3.99%	$2.8
NOC	0%	1.52%	$7.67
NVDA	0%	0.04%	$0.02
AGCO	0%	1.43%	$1.16
SPY	0%	1.28%	-
BLK	0%	2.34%	$20.2
MU	0%	0.67%	$0.46
ASML	0%	0.9%	$5.57
NDA.DE	0%	2.01%	$1.4
0700.HK	0%	0.98%	$3.4
GOOGL	0%	0.53%	$0.2
NVTKL.L	0%	109.46%	-
KER.PA	0%	3.65%	$14
CRM	0%	0.65%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
MC.PA	Ex-Dividend	Apr 24, 2025	$8.54
CRM	Pay Day	Apr 24, 2025	$0.42
VSVS.L	Ex-Dividend	Apr 24, 2025	$0.21
CDI.PA	Ex-Dividend	Apr 24, 2025	$7.83
ORK.OL	Ex-Dividend	Apr 25, 2025	$0.57
BAYN.DE	Ex-Dividend	Apr 28, 2025	$0.12
MC.PA	Pay Day	Apr 28, 2025	$8.54
ASML	Ex-Dividend	Apr 28, 2025	$1.92
CDI.PA	Pay Day	Apr 28, 2025	$7.83
JPM	Pay Day	Apr 30, 2025	$1.40
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
JDW.L	Ex-Dividend	Apr 30, 2025	$0.05
FCX	Pay Day	May 1, 2025	$0.15
KER.PA	Ex-Dividend	May 5, 2025	$4.13
ORK.OL	Pay Day	May 6, 2025	$0.57
ASML	Pay Day	May 6, 2025	$1.92
KER.PA	Pay Day	May 7, 2025	$4.13
DOM.L	Pay Day	May 7, 2025	$0.10
EQT	Ex-Dividend	May 7, 2025	$0.16
NHY.OL	Ex-Dividend	May 12, 2025	$2.25
MSFT	Ex-Dividend	May 15, 2025	$0.83
0700.HK	Ex-Dividend	May 16, 2025	$0.58
CAT	Pay Day	May 20, 2025	$1.41
NHY.OL	Pay Day	May 20, 2025	$2.25
JNJ	Ex-Dividend	May 27, 2025	$1.30
GS	Ex-Dividend	May 30, 2025	$3.00
0700.HK	Pay Day	May 30, 2025	$0.58
JDW.L	Pay Day	May 30, 2025	$0.05
EQT	Pay Day	Jun 2, 2025	$0.16
SBRY.L	Ex-Dividend	Jun 5, 2025	$0.13
VSVS.L	Pay Day	Jun 6, 2025	$0.21
IEF	Pay Day	Jun 7, 2025	$-
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GS	Pay Day	Jun 27, 2025	$3.00
TSM	Pay Day	Jul 10, 2025	$0.68
SBRY.L	Pay Day	Jul 11, 2025	$0.13
INDA	Pay Day	Dec 20, 2025	$-

Performance Metrics

Score 2.7/10

Beta

1.27

1.27

0

0.8

1.2

0

2

Sharpe Ratio

0.12

0.12

0

0.5

1

1.5

1.5

Sortino Ratio

0.21

0.21

0

1

2

3

3

Jensen's Alpha

-6.34

-6.34

-7

0

2

4.5

4.5

Omega Ratio

0.86

0.86

0

1

1.5

2.5

2.5

Treynor Ratio

0.25

0.25

0

0.75

1.25

2

2

Information Ratio

-0.17

-0.17

-1

0.3

0.6

1

1

Calmar Ratio

0.04

0.04

0

0.3

0.6

1

1

Beta

1.27

1.27

0

0.8

1.2

0

2

Sharpe Ratio

0.12

0.12

0

0.5

1

1.5

1.5

Sortino Ratio

0.21

0.21

0

1

2

3

3

Jensen's Alpha

-6.34

-6.34

-7

0

2

4.5

4.5

Omega Ratio

0.86

0.86

0

1

1.5

2.5

2.5

Treynor Ratio

0.25

0.25

0

0.75

1.25

2

2

Information Ratio

-0.17

-0.17

-1

0.3

0.6

1

1

Calmar Ratio

0.04

0.04

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.65

High:

PLTR

495.93

Low:

CRWD

-4,477

Details

PEG Ratio

103.66

High:

FCX

1,308.02

Low:

TEAM

-1,385.48

Details

Price/Book

8.38

High:

RBLX

179.69

Low:

BKNG

-37.48

Details

Price/Sales

6.31

High:

CRSP

86.51

Low:

CHGG

0.09

Details

Price/CF

25.59

High:

S.US

228.26

Low:

ATUS

0.7

Details

Price/FCF

47.64

High:

MU

1,171.75

Low:

GS

2.82

Details

P/E Ratio

27.65

High:

PLTR

495.93

Low:

CRWD

-4,477

Details

PEG Ratio

103.66

High:

FCX

1,308.02

Low:

TEAM

-1,385.48

Details

Price/Book

8.38

High:

RBLX

179.69

Low:

BKNG

-37.48

Details

Price/Sales

6.31

High:

CRSP

86.51

Low:

CHGG

0.09

Details

Price/CF

25.59

High:

S.US

228.26

Low:

ATUS

0.7

Details

Price/FCF

47.64

High:

MU

1,171.75

Low:

GS

2.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-51.63%	Nov 2021	-	42
-14.89%	May 2021	Aug 2021	3
-3.78%	Sep 2021	Oct 2021	1

Monthly Performance