Portfolio of SimonMarkFriis on eToro

SimonMarkFriis

🇩🇰 Stock Value Investor.

4 copiers.

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

Summary

-2.59%

This Month

+16.09%

Year To Date

+154.19%

2 Years

+243.12%

5 Years

+240.93%

10 Years

+27.8%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
23.83%
🧩 Miscellaneous
19.96%
💰 Finance
16.69%
⛏️ Energy Minerals
14.89%
🖥️ Technology Services
8.71%
💇‍♀️ Consumer Services
4.92%
🏭 Industrial Services
3.34%
❓ Other
2.94%
💼 Commercial Services
2.67%
🚚 Transportation
2.05%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
66.22%
🇺🇸 NYSE
19.62%
🇺🇸 Nasdaq
5.12%
LSE Auction
4.06%
🇩🇰 Copenhagen Stock Exchange
2.05%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
46.26%
🇺🇸 United States
28.87%
🇧🇩 Bangladesh
6.64%
🇸🇬 Singapore
5.77%
🇨🇾 Cyprus
4.06%
🇮🇹 Italy
3.41%
🇩🇰 Denmark
2.05%

Dividends

Dividend Yield

4.91%

13 out of 20 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SEIT.L (17.66%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SEIT.L	2.26%	17.66%	-
DEC.L	0.73%	9.69%	$1.83
RGL.L	0.32%	10.14%	-
UTG.L	0.3%	7.02%	$0.35
HBR.L	0.3%	7.62%	$0.2
ASAI.L	0.29%	4.43%	-
FUTR.L	0.28%	5.74%	$0.03
THS.L	0.12%	2.85%	-
E	0.11%	3.15%	$1.46
HTG.L	0.08%	2.31%	$0.08
INTU	0.07%	1.44%	$3.6
AVAP.L	0.03%	0.54%	-
DSV.CO	0.01%	0.53%	$7

Next Dividends

Stock	Type	Date	Pay Per Share

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

26.85

High:

HUBS

108.8

Low:

UUUU

-48.31

Details

PEG Ratio

-1.06

High:

266.35

Low:

UUUU

-166.3

Details

Price/Book

High:

HUBS

5.4

Low:

FUTR.L

0.27

Details

Price/Sales

1.52

High:

429.74

Low:

RWA.L

0.07

Details

Price/CF

8.63

High:

DSV.CO

21.09

Low:

HBR.L

1.35

Details

Price/FCF

18.08

High:

RGL.L

49.68

Low:

FUTR.L

3.04

Details