Portfolio of ShieldCapital on eToro

ShieldCapital

🇬🇧 Multi-Strategy 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

Today

-1.58%

This Month

+0.58%

Year To Date

+8.86%

2 Years

+9.83%

5 Years

+2.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
81.04%
🧩 Miscellaneous
7.99%
💰 Finance
7.31%
💵 Cash
3.73%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
32.42%
🇺🇸 Nasdaq
29.22%
🇺🇸 NYSE
29.18%
🇩🇪 Xetra ETFs
5.52%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
15.3%

Dividends

Dividend Yield

1.77%

16 out of 22 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TMPL.L (13.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TMPL.L	0.27%	13.2%	$0.38
ACWI	0.27%	1.72%	-
TIP	0.26%	2.42%	-
STIP	0.21%	2.68%	-
IEF	0.19%	3.6%	-
3IN.L	0.14%	3.17%	$0.1
VTIP	0.1%	2.62%	-
BBOX.L	0.07%	5.52%	$0.07
HDV	0.06%	3.37%	-
EWJ	0.05%	2.29%	-
AAXJ	0.04%	1.8%	-
MCHI	0.04%	1.99%	-
KXI	0.04%	2.37%	-
VOF.L	0.03%	2.6%	$0.1
RCP.L	0%	0.02%	-
PSH.L	0%	0.01%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PSH.L	Ex-Dividend	May 15, 2025	$0.16
STIP	Pay Day	Jun 7, 2025	$0.66
IEF	Pay Day	Jun 7, 2025	$0.28
TIP	Pay Day	Jun 7, 2025	$0.73
KXI	Pay Day	Jun 17, 2025	$0.66
EWJ	Pay Day	Jun 17, 2025	$0.51
HDV	Pay Day	Jun 17, 2025	$0.93
ACWI	Pay Day	Jun 17, 2025	$0.94
MCHI	Pay Day	Jun 17, 2025	$0.19
AAXJ	Pay Day	Jun 17, 2025	$0.27
PSH.L	Pay Day	Jun 20, 2025	$0.16
VTIP	Pay Day	Jul 3, 2025	$0.44

Performance Metrics

Score 2.9/10

Beta

0.3

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.06

-1

Jensen's Alpha

-2.86

-3

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

-0.07

-1

0.75

1.25

Information Ratio

-0.76

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

0.3

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.06

-1

Jensen's Alpha

-2.86

-3

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

-0.07

-1

0.75

1.25

Information Ratio

-0.76

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

4.11

High:

3IN.L

8.65

Low:

VOF.L

2.28

Details

PEG Ratio

4.31

High:

3IN.L

10.17

Low:

RCP.L

0.08

Details

Price/Book

0.97

High:

3IN.L

1.24

Low:

BBOX.L

0.76

Details

Price/Sales

10.9

High:

BBOX.L

10.9

Low:

BBOX.L

10.9

Details

Price/CF

5.12

High:

TMPL.L

118.92

Low:

PSH.L

1.96

Details