Portfolio of SteWalmsley on eToro

SteWalmsley

🇬🇧 Stock and ETF Multi-Strategy Investor.

6 copiers.

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

Summary

-3.73%

This Month

+18.78%

Year To Date

+33.33%

2 Years

+30.1%

5 Years

+70.11%

10 Years

+7.1%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
23.77%
🖥️ Technology Services
19.47%
💇‍♀️ Consumer Services
16.5%
⛏️ Energy Minerals
14.63%
💻 Electronic Technology
9.93%
🛍️ Retail Trade
4.99%
🍞 Consumer Non Durables
4.57%
💵 Cash
4.34%
🚚 Transportation
1.58%
🪨 Non Energy Minerals
0.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.96%
🇺🇸 Nasdaq
30.38%
🇬🇧 LSE
6.48%

Countries Breakdown

Country
Total

🇺🇸 United States
61.15%
🇬🇧 United Kingdom
6.48%
🇮🇱 Israel
4.43%

Dividends

Dividend Yield

0.77%

14 out of 25 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $EVR.L (17.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BP.L	0.14%	4.58%	$0.23
SHEL.L	0.1%	3.42%	$0.8
APA	0.09%	2.64%	$1
DIS	0.07%	1.51%	$0.75
EVR.L	0.07%	17.85%	-
DVN	0.06%	2.26%	$2.05
OXY	0.04%	1.7%	$0.8
RCL	0.04%	1.72%	-
LVS	0.04%	2.2%	$0.8
MSFT	0.03%	0.83%	$3
CCL	0.02%	1.08%	-
AVGO	0.02%	0.62%	$19.7
WYNN	0.02%	0.97%	$1
META	0.01%	0.34%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
OXY	Ex-Dividend	Jun 10, 2026	$0.26
MSFT	Pay Day	Jun 11, 2026	$0.91
META	Ex-Dividend	Jun 15, 2026	$0.53
DVN	Ex-Dividend	Jun 15, 2026	$0.32
META	Pay Day	Jun 25, 2026	$0.53
BP.L	Pay Day	Jun 26, 2026	$0.08
SHEL.L	Pay Day	Jun 29, 2026	$0.39
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DVN	Pay Day	Jun 30, 2026	$0.32
RCL	Pay Day	Jul 2, 2026	$1.50
OXY	Pay Day	Jul 15, 2026	$0.26
DIS	Pay Day	Jul 22, 2026	$0.75
APA	Ex-Dividend	Jul 22, 2026	$0.25
APA	Pay Day	Aug 21, 2026	$0.25

Performance Metrics

Score 3.4/10

Beta

0.98

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-3.27

-4

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.59

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Beta

0.98

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-3.27

-4

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.59

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.29

High:

111.78

Low:

TTWO

-134.2

Details

PEG Ratio

92.59

High:

NOW

522.47

Low:

TTWO

-143.31

Details

Price/Book

6.62

High:

28.64

Low:

WYNN

-50.74

Details

Price/Sales

4.88

High:

AVGO

27.07

Low:

0.46

Details

Price/CF

16.51

High:

62.68

Low:

EVR.L

3.5

Details

Price/FCF

67.82

High:

AMZN

325.85

Low:

8.14

Details