Portfolio of SimonMarkFriis on eToro

SimonMarkFriis

🇩🇰 Stock Value Investor.

2 copiers.

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

Summary

+0.57%

This Month

+7.09%

Year To Date

+127.55%

2 Years

+199.2%

5 Years

+214.5%

10 Years

+25.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
22.18%
💰 Finance
18.3%
🧩 Miscellaneous
18.21%
⛏️ Energy Minerals
12.43%
🖥️ Technology Services
9.5%
💇‍♀️ Consumer Services
5.31%
🚚 Transportation
4.88%
🏭 Industrial Services
3.68%
💼 Commercial Services
2.98%
❓ Other
2.52%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
66.64%
🇺🇸 NYSE
16.02%
🇺🇸 Nasdaq
8.54%
LSE Auction
4.33%
🇩🇰 Copenhagen Stock Exchange
1.96%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
45.56%
🇺🇸 United States
32.17%
🇧🇩 Bangladesh
7.16%
🇸🇬 Singapore
6.31%
🇨🇾 Cyprus
4.33%
🇩🇰 Denmark
1.96%

Dividends

Dividend Yield

4.96%

11 out of 19 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SEIT.L (19.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SEIT.L	2.86%	19.45%	-
DEC.L	0.63%	8.25%	$1.83
UTG.L	0.4%	8.31%	$0.35
ASAI.L	0.36%	5.01%	-
FUTR.L	0.3%	5.72%	$0.03
THS.L	0.12%	2.87%	-
HBR.L	0.1%	2.01%	$0.2
INTU	0.08%	1.51%	$3.6
AVAP.L	0.05%	0.81%	-
HTG.L	0.05%	1.31%	$0.08
DSV.CO	0.01%	0.58%	$7

Next Dividends

Stock	Type	Date	Pay Per Share
INTU	Ex-Dividend	Jan 8, 2027	$1.20
FUTR.L	Ex-Dividend	Jan 13, 2027	$0.23
HBR.L	Ex-Dividend	Mar 8, 2027	$0.11
UTG.L	Ex-Dividend	Mar 15, 2027	$0.34
DSV.CO	Ex-Dividend	Mar 20, 2027	$1.07
HTG.L	Ex-Dividend	Apr 6, 2027	$0.09

Performance Metrics

Score 7.7/10

Beta

1.08

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.9

Jensen's Alpha

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

1.07

0.3

0.6

Beta

1.08

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.9

Jensen's Alpha

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

1.07

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.97

High:

HUBS

78.09

Low:

UUUU

-48.31

Details

PEG Ratio

0.26

High:

VRRM

1.06

Low:

HUBS

0.06

Details

Price/Book

2.54

High:

HUBS

6.61

Low:

FUTR.L

0.27

Details

Price/Sales

2.14

High:

541.11

Low:

RWA.L

0.11

Details

Price/CF

8.14

High:

DSV.CO

30.02

Low:

THS.L

1.54

Details

Price/FCF

11.5

High:

DSV.CO

45.74

Low:

FUTR.L

3.04

Details

P/E Ratio

28.97

High:

HUBS

78.09

Low:

UUUU

-48.31

Details

PEG Ratio

0.26

High:

VRRM

1.06

Low:

HUBS

0.06

Details

Price/Book

2.54

High:

HUBS

6.61

Low:

FUTR.L

0.27

Details

Worst Drawdowns

Depth	Start	End	Total months
-24.32%	Apr 2022	Jul 2023	15
-10.65%	Sep 2026	-	2
-8.89%	Dec 2024	May 2025	5
-8.86%	Aug 2023	Dec 2023	4
-6.15%	Jun 2026	Aug 2026	2
-5.73%	Jun 2021	Aug 2021	2
-5.52%	Mar 2026	May 2026	2
-4.38%	Jun 2024	Jul 2024	1
-4.18%	Sep 2021	Oct 2021	1
-2.54%	Apr 2024	May 2024	1
-2.39%	Jan 2022	Feb 2022	1
-1.67%	Jan 2024	Feb 2024	1
-0.18%	Aug 2024	Sep 2024	1

Monthly Performance

Portfolio of SimonMarkFriis on eToro

SimonMarkFriis

🇩🇰 Stock Value Investor.

2 copiers.

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

Summary

+0.57%

This Month

+7.09%

Year To Date

+127.55%

2 Years

+199.2%

5 Years

+214.5%

10 Years

+25.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
22.18%
💰 Finance
18.3%
🧩 Miscellaneous
18.21%
⛏️ Energy Minerals
12.43%
🖥️ Technology Services
9.5%
💇‍♀️ Consumer Services
5.31%
🚚 Transportation
4.88%
🏭 Industrial Services
3.68%
💼 Commercial Services
2.98%
❓ Other
2.52%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
66.64%
🇺🇸 NYSE
16.02%
🇺🇸 Nasdaq
8.54%
LSE Auction
4.33%
🇩🇰 Copenhagen Stock Exchange
1.96%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
45.56%
🇺🇸 United States
32.17%
🇧🇩 Bangladesh
7.16%
🇸🇬 Singapore
6.31%
🇨🇾 Cyprus
4.33%
🇩🇰 Denmark
1.96%

Dividends

Dividend Yield

4.96%

11 out of 19 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SEIT.L (19.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SEIT.L	2.86%	19.45%	-
DEC.L	0.63%	8.25%	$1.83
UTG.L	0.4%	8.31%	$0.35
ASAI.L	0.36%	5.01%	-
FUTR.L	0.3%	5.72%	$0.03
THS.L	0.12%	2.87%	-
HBR.L	0.1%	2.01%	$0.2
INTU	0.08%	1.51%	$3.6
AVAP.L	0.05%	0.81%	-
HTG.L	0.05%	1.31%	$0.08
DSV.CO	0.01%	0.58%	$7

Next Dividends

Stock	Type	Date	Pay Per Share
INTU	Ex-Dividend	Jan 8, 2027	$1.20
FUTR.L	Ex-Dividend	Jan 13, 2027	$0.23
HBR.L	Ex-Dividend	Mar 8, 2027	$0.11
UTG.L	Ex-Dividend	Mar 15, 2027	$0.34
DSV.CO	Ex-Dividend	Mar 20, 2027	$1.07
HTG.L	Ex-Dividend	Apr 6, 2027	$0.09

Performance Metrics

Score 7.7/10

Beta

1.08

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.9

Jensen's Alpha

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

1.07

0.3

0.6

Beta

1.08

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.9

Jensen's Alpha

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

2.14

High:

541.11

Low:

RWA.L

0.11

Details

Price/CF

8.14

High:

DSV.CO

30.02

Low:

THS.L

1.54

Details

Price/FCF

11.5

High:

DSV.CO

45.74

Low:

FUTR.L

3.04

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.32%	Apr 2022	Jul 2023	15
-10.65%	Sep 2026	-	2
-8.89%	Dec 2024	May 2025	5
-8.86%	Aug 2023	Dec 2023	4
-6.15%	Jun 2026	Aug 2026	2
-5.73%	Jun 2021	Aug 2021	2
-5.52%	Mar 2026	May 2026	2
-4.38%	Jun 2024	Jul 2024	1
-4.18%	Sep 2021	Oct 2021	1
-2.54%	Apr 2024	May 2024	1
-2.39%	Jan 2022	Feb 2022	1
-1.67%	Jan 2024	Feb 2024	1
-0.18%	Aug 2024	Sep 2024	1