Portfolio of SOMetcalfe on eToro

SOMetcalfe

🇬🇧 Stock Macro Investor.

90 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+7.12%

This Month

+17.85%

Year To Date

+64.02%

2 Years

+116.59%

5 Years

+116.59%

10 Years

+20.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
67.19%
💵 Cash
19.93%
🚚 Transportation
6.24%
🪨 Non Energy Minerals
4.49%
💼 Commercial Services
2.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.42%
🇺🇸 Nasdaq
8.09%
🇳🇴 Oslo Stock Exchange
2.4%
🇳🇱 Euronext Amsterdam
2.22%

Countries Breakdown

Country
Total

🇺🇸 United States
44.1%
🇨🇦 Canada
27.57%
🇮🇱 Israel
3.84%
🇳🇴 Norway
2.4%
🇳🇱 Netherlands
2.22%

Dividends

Dividend Yield

1.3%

7 out of 11 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $ZIM (4.29%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VET.US	0.41%	2.79%	$0.33
MTDR	0.3%	2.61%	$0.75
PR	0.21%	2.54%	$0.21
SU	0.18%	2.16%	$1.59
ZIM	0.16%	4.29%	$0.23
UMG.NV	0.03%	1.49%	$0.51
AG	0.01%	0.28%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
UMG.NV	Pay Day	Oct 27, 2026	$0.32
MTDR	Ex-Dividend	Nov 10, 2026	$0.38
AG	Ex-Dividend	Nov 14, 2026	$0.02
SU	Ex-Dividend	Dec 4, 2026	$0.44
VET.US	Ex-Dividend	Dec 15, 2026	$0.10
PR	Ex-Dividend	Dec 16, 2026	$0.16
ZIM	Ex-Dividend	Dec 20, 2026	$0.88
UMG.NV	Ex-Dividend	Apr 5, 2027	$0.32

Performance Metrics

Score 7.2/10

Beta

0.23

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.33

Jensen's Alpha

13.95

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

5.64

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

1.08

0.3

0.6

Beta

0.23

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.33

Jensen's Alpha

13.95

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

5.64

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

1.08

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

17.46

High:

UMG.NV

80.35

Low:

TALO

-7.12

Details

PEG Ratio

0.14

High:

0.19

Low:

0.01

Details

Price/Book

1.97

High:

UMG.NV

7.08

Low:

REI

0.46

Details

Price/Sales

1.98

High:

4.88

Low:

ZIM

0.54

Details

Price/CF

4.63

High:

UMG.NV

21.35

Low:

REI

1.65

Details

Price/FCF

13.32

High:

UMG.NV

69.77

Low:

ZIM

3.22

Details

P/E Ratio

17.46

High:

UMG.NV

80.35

Low:

TALO

-7.12

Details

PEG Ratio

0.14

High:

0.19

Low:

0.01

Details

Price/Book

1.97

High:

UMG.NV

7.08

Low:

REI

0.46

Details

Price/Sales

1.98

High:

4.88

Low:

ZIM

0.54

Details

Price/CF

4.63

High:

UMG.NV

21.35

Low:

REI

1.65

Details

Price/FCF

13.32

High:

UMG.NV

69.77

Low:

ZIM

3.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.19%	May 2026	-	6
-15.78%	Aug 2023	May 2024	9
-10.11%	Jun 2024	Oct 2024	4
-6.41%	Aug 2022	Oct 2022	2
-6.15%	Nov 2024	Jan 2025	2
-5.93%	Oct 2025	Nov 2025	1
-4.77%	May 2023	Jul 2023	2
-3.85%	Feb 2023	Mar 2023	1
-3.84%	Apr 2025	Aug 2025	4
-3.69%	Dec 2022	Jan 2023	1
-0.96%	Dec 2025	Jan 2026	1

Monthly Performance

Portfolio of SOMetcalfe on eToro

SOMetcalfe

🇬🇧 Stock Macro Investor.

90 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+7.12%

This Month

+17.85%

Year To Date

+64.02%

2 Years

+116.59%

5 Years

+116.59%

10 Years

+20.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
67.19%
💵 Cash
19.93%
🚚 Transportation
6.24%
🪨 Non Energy Minerals
4.49%
💼 Commercial Services
2.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.42%
🇺🇸 Nasdaq
8.09%
🇳🇴 Oslo Stock Exchange
2.4%
🇳🇱 Euronext Amsterdam
2.22%

Countries Breakdown

Country
Total

🇺🇸 United States
44.1%
🇨🇦 Canada
27.57%
🇮🇱 Israel
3.84%
🇳🇴 Norway
2.4%
🇳🇱 Netherlands
2.22%

Dividends

Dividend Yield

1.3%

7 out of 11 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $ZIM (4.29%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VET.US	0.41%	2.79%	$0.33
MTDR	0.3%	2.61%	$0.75
PR	0.21%	2.54%	$0.21
SU	0.18%	2.16%	$1.59
ZIM	0.16%	4.29%	$0.23
UMG.NV	0.03%	1.49%	$0.51
AG	0.01%	0.28%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
UMG.NV	Pay Day	Oct 27, 2026	$0.32
MTDR	Ex-Dividend	Nov 10, 2026	$0.38
AG	Ex-Dividend	Nov 14, 2026	$0.02
SU	Ex-Dividend	Dec 4, 2026	$0.44
VET.US	Ex-Dividend	Dec 15, 2026	$0.10
PR	Ex-Dividend	Dec 16, 2026	$0.16
ZIM	Ex-Dividend	Dec 20, 2026	$0.88
UMG.NV	Ex-Dividend	Apr 5, 2027	$0.32

Performance Metrics

Score 7.2/10

Beta

0.23

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.33

Jensen's Alpha

13.95

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

5.64

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

1.08

0.3

0.6

Beta

0.23

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.33

Jensen's Alpha

13.95

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

5.64

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

1.08

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

17.46

High:

UMG.NV

80.35

Low:

TALO

-7.12

Details

PEG Ratio

0.14

High:

0.19

Low:

0.01

Details

Price/Book

1.97

High:

UMG.NV

7.08

Low:

REI

0.46

Details

Price/Sales

1.98

High:

4.88

Low:

ZIM

0.54

Details

Price/CF

4.63

High:

UMG.NV

21.35

Low:

REI

1.65

Details

Price/FCF

13.32

High:

UMG.NV

69.77

Low:

ZIM

3.22

Details

P/E Ratio

17.46

High:

UMG.NV

80.35

Low:

TALO

-7.12

Details

PEG Ratio

0.14

High:

0.19

Low:

0.01

Details

Price/Book

1.97

High:

UMG.NV

7.08

Low:

REI

0.46

Details

Price/Sales

1.98

High:

4.88

Low:

ZIM

0.54

Details

Price/CF

4.63

High:

UMG.NV

21.35

Low:

REI

1.65

Details

Price/FCF

13.32

High:

UMG.NV

69.77

Low:

ZIM

3.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.19%	May 2026	-	6
-15.78%	Aug 2023	May 2024	9
-10.11%	Jun 2024	Oct 2024	4
-6.41%	Aug 2022	Oct 2022	2
-6.15%	Nov 2024	Jan 2025	2
-5.93%	Oct 2025	Nov 2025	1
-4.77%	May 2023	Jul 2023	2
-3.85%	Feb 2023	Mar 2023	1
-3.84%	Apr 2025	Aug 2025	4
-3.69%	Dec 2022	Jan 2023	1
-0.96%	Dec 2025	Jan 2026	1