Portfolio of Smithmr88 on eToro

Smithmr88

🇬🇧 Stock and ETF 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

-3.21%

This Month

+3.47%

Year To Date

+38.62%

2 Years

+39.92%

5 Years

+37.54%

10 Years

+5.97%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
36.75%
💇‍♀️ Consumer Services
23.83%
📊 ETFs
14.29%
🏭 Industrial Services
9.09%
⚡ Utilities
8.82%
💵 Cash
6.81%
🍞 Consumer Non Durables
2.64%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
68.05%
🇬🇧 LSE
24.73%
🇺🇸 Nasdaq
2.64%

Countries Breakdown

Country
Total

🇺🇸 United States
56.4%
🇬🇧 United Kingdom
24.73%

Dividends

Dividend Yield

2.49%

10 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EPD (5.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MCD	0.52%	2.2%	$6.53
OHI	0.41%	5.66%	$2.68
CTY.L	0.33%	3.82%	$0.19
EPD	0.28%	5.85%	$2.03
OKE	0.21%	4.91%	$3.89
SSE.L	0.21%	2.41%	$0.6
C	0.19%	2.14%	$2.12
BARC.L	0.14%	1.99%	$0.08
PEP	0.09%	3.49%	$5.15
JPM	0.09%	1.95%	$4.4

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.64

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

-4.47

-5

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

0.64

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

-4.47

-5

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.98

High:

SSE.L

30.47

Low:

CTY.L

4.94

Details

PEG Ratio

340.68

High:

JPM

1,118.42

Low:

CTY.L

3.13

Details

Price/Book

3.06

High:

PEP

10.98

Low:

MCD

-131.7

Details

Price/Sales

High:

OHI

12.39

Low:

1.18

Details

Price/CF

10.54

High:

MCD

20.69

Low:

BARC.L

3.52

Details

Price/FCF

23.2

High:

PEP

5,797.72

Low:

JPM

10.48

Details

P/E Ratio

18.98

High:

SSE.L

30.47

Low:

CTY.L

4.94

Details

PEG Ratio

340.68

High:

JPM

1,118.42

Low:

CTY.L

3.13

Details

Price/Book

3.06

High:

PEP

10.98

Low:

MCD

-131.7

Details

Price/Sales

High:

OHI

12.39

Low:

1.18

Details

Price/CF

10.54

High:

MCD

20.69

Low:

BARC.L

3.52

Details

Price/FCF

23.2

High:

PEP

5,797.72

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-27.21%	Jan 2021	Nov 2024	46
-6.11%	Jun 2020	Aug 2020	2
-4.23%	Dec 2024	Feb 2025	2
-3.88%	Sep 2020	Nov 2020	2
-3.21%	Mar 2026	-	1
-1.76%	Mar 2025	May 2025	2

Monthly Performance

Portfolio of Smithmr88 on eToro

Smithmr88

🇬🇧 Stock and ETF 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

-3.21%

This Month

+3.47%

Year To Date

+38.62%

2 Years

+39.92%

5 Years

+37.54%

10 Years

+5.97%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
36.75%
💇‍♀️ Consumer Services
23.83%
📊 ETFs
14.29%
🏭 Industrial Services
9.09%
⚡ Utilities
8.82%
💵 Cash
6.81%
🍞 Consumer Non Durables
2.64%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
68.05%
🇬🇧 LSE
24.73%
🇺🇸 Nasdaq
2.64%

Countries Breakdown

Country
Total

🇺🇸 United States
56.4%
🇬🇧 United Kingdom
24.73%

Dividends

Dividend Yield

2.49%

10 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EPD (5.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MCD	0.52%	2.2%	$6.53
OHI	0.41%	5.66%	$2.68
CTY.L	0.33%	3.82%	$0.19
EPD	0.28%	5.85%	$2.03
OKE	0.21%	4.91%	$3.89
SSE.L	0.21%	2.41%	$0.6
C	0.19%	2.14%	$2.12
BARC.L	0.14%	1.99%	$0.08
PEP	0.09%	3.49%	$5.15
JPM	0.09%	1.95%	$4.4

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.64

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

-4.47

-5

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

0.64

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.46

Jensen's Alpha

-4.47

-5

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.98

High:

SSE.L

30.47

Low:

CTY.L

4.94

Details

PEG Ratio

340.68

High:

JPM

1,118.42

Low:

CTY.L

3.13

Details

Price/Book

3.06

High:

PEP

10.98

Low:

MCD

-131.7

Details

Price/Sales

High:

OHI

12.39

Low:

1.18

Details

Price/CF

10.54

High:

MCD

20.69

Low:

BARC.L

3.52

Details

Price/FCF

23.2

High:

PEP

5,797.72

Low:

JPM

10.48

Details

P/E Ratio

18.98

High:

SSE.L

30.47

Low:

CTY.L

4.94

Details

PEG Ratio

340.68

High:

JPM

1,118.42

Low:

CTY.L

3.13

Details

Price/Book

3.06

High:

PEP

10.98

Low:

MCD

-131.7

Details

Price/Sales

High:

OHI

12.39

Low:

1.18

Details

Price/CF

10.54

High:

MCD

20.69

Low:

BARC.L

3.52

Details

Price/FCF

23.2

High:

PEP

5,797.72

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-27.21%	Jan 2021	Nov 2024	46
-6.11%	Jun 2020	Aug 2020	2
-4.23%	Dec 2024	Feb 2025	2
-3.88%	Sep 2020	Nov 2020	2
-3.21%	Mar 2026	-	1
-1.76%	Mar 2025	May 2025	2