Portfolio of SteWalmsley on eToro

SteWalmsley

🇬🇧 Stock and ETF Multi-Strategy Investor.

5 copiers.

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

Summary

-6.7%

This Month

+4.93%

Year To Date

+33.03%

2 Years

+14.68%

5 Years

+50.28%

10 Years

+5.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
21.5%
📊 ETFs
20.45%
💇‍♀️ Consumer Services
16.4%
💻 Electronic Technology
12.68%
🌾 Commodities
6.88%
🪙 Cryptocurrencies
5.68%
🛍️ Retail Trade
5.6%
💵 Cash
5.23%
🚚 Transportation
2.6%
🪨 Non Energy Minerals
2.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.25%
🇺🇸 Nasdaq
35.8%
🌍 Commodity
6.88%
🌍 Digital Currency
5.68%
🇬🇧 LSE
0.46%

Countries Breakdown

Country
Total

🇺🇸 United States
54.57%
🇮🇱 Israel
4.21%
🇨🇦 Canada
1.81%
🇬🇧 United Kingdom
0.46%

Dividends

Dividend Yield

0.45%

10 out of 21 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EVR.L (17.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LVS	0.12%	3.16%	$0.8
EVR.L	0.08%	17.85%	-
RCL	0.07%	1.91%	-
CCL	0.06%	1.67%	-
MSFT	0.04%	0.7%	$3
WYNN	0.03%	1.33%	$1
AVGO	0.02%	0.79%	$19.7
META	0.01%	0.3%	$1
AAPL	0.01%	0.31%	$0.97
GOOG	0.01%	0.26%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
LVS	Ex-Dividend	Nov 4, 2026	$0.30
CCL	Ex-Dividend	Nov 7, 2026	$0.15
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
WYNN	Ex-Dividend	Nov 14, 2026	$0.25
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
RCL	Ex-Dividend	Dec 17, 2026	$1.50
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65

Performance Metrics

Score 3.3/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-3.83

-4

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.44

Jensen's Alpha

-3.83

-4

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

0.17

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.27

High:

87.77

Low:

LAC

-5

Details

PEG Ratio

0.84

High:

NCLH

3.83

Low:

EVR.L

Details

Price/Book

8.72

High:

AAPL

46.74

Low:

WYNN

-47.09

Details

Price/Sales

7.2

High:

AVGO

19.88

Low:

LAC

Details

Price/CF

18.27

High:

47.03

Low:

EVR.L

3.5

Details

Price/FCF

60.74

High:

AMZN

325.85

Low:

EVR.L

12.87

Details