Portfolio of Sir_H_Pennywise on eToro

Sir_H_Pennywise

🇮🇹 Stock Value Investor.

160 copiers.

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

Summary

This Month

+13.03%

Year To Date

+81.44%

2 Years

+135%

5 Years

+135%

10 Years

+53.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.51%
💰 Finance
18.35%
🏭 Industrial Services
9.25%
🚚 Transportation
8%
💇‍♀️ Consumer Services
5.58%
🛍️ Retail Trade
4.87%
📡 Communications
4.49%
💻 Electronic Technology
4.46%
💼 Commercial Services
4.21%
🛠️ Producer Manufacturing
3.36%
💵 Cash
2.65%
🧬 Health Technology
2.28%
🏥 Health Services
2.28%
📦 Distribution Services
2.06%
🧪 Process Industries
1.24%
🚗 Consumer Durables
1.15%
⛏️ Energy Minerals
0.76%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.29%
🇺🇸 NYSE
45.54%

Countries Breakdown

Country
Total

🇺🇸 United States
83.31%
🇰🇾 Cayman Islands
6.9%
🇳🇱 Netherlands
2.37%
🇱🇺 Luxembourg
2.15%
🇮🇱 Israel
2.14%
🇨🇦 Canada
0.96%

Dividends

Dividend Yield

0.51%

13 out of 38 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $ITRN (5.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ITRN	0.12%	5.59%	$1.17
UNH	0.06%	2.79%	$7.74
WFC	0.06%	2.03%	$1.4
ALL	0.06%	1.94%	$3.62
MFC	0.04%	4.18%	$1.13
TMUS	0.03%	1.37%	$1.95
SYF	0.03%	1.47%	$1
AGX	0.03%	0.67%	$1.15
COP	0.02%	3.16%	$3.25
ASML	0.02%	0.84%	$5.57
GOOG	0.02%	0.39%	$0.2
POWL	0.01%	0.41%	$1.06
RGA	0.01%	1.86%	$3.4

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
TMUS	Pay Day	Sep 11, 2025	$0.88
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
POWL	Pay Day	Sep 17, 2025	$0.27
MFC	Pay Day	Sep 19, 2025	$0.32
UNH	Pay Day	Sep 23, 2025	$2.21
ITRN	Ex-Dividend	Sep 25, 2025	$0.15
ALL	Pay Day	Oct 1, 2025	$1.00
ITRN	Pay Day	Oct 10, 2025	$0.15

Performance Metrics

Score 8.6/10

Beta

1.28

0.8

1.2

Sharpe Ratio

1.55

0.5

Sortino Ratio

3.1

Jensen's Alpha

11.66

-2

Omega Ratio

2.23

1.5

Treynor Ratio

2.07

0.75

1.25

Information Ratio

1.15

0.3

0.6

Calmar Ratio

2.3

0.3

0.6

Beta

1.28

0.8

1.2

Sharpe Ratio

1.55

0.5

Sortino Ratio

3.1

Jensen's Alpha

11.66

-2

Omega Ratio

2.23

1.5

Treynor Ratio

2.07

0.75

1.25

Information Ratio

1.15

0.3

0.6

Calmar Ratio

2.3

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

21.22

High:

QTWO

1,284.34

Low:

ZETA

-102.19

Details

PEG Ratio

95.46

High:

QTWO

1,207.52

Low:

ZETA

-128.44

Details

Price/Book

4.37

High:

APP

138.92

Low:

COMM

-1.46

Details

Price/Sales

3.92

High:

CRDO

51.31

Low:

PPC

0.58

Details

Price/CF

17.13

High:

CRDO

135.04

Low:

SYF

2.56

Details

Price/FCF

31.2

High:

CRDO

302.84

Low:

SYF

2.7

Details