Portfolio of Steadywealth on eToro

Steadywealth

🇬🇧 ETF and Stock Multi-Strategy Investor.

37 copiers.

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

Summary

+2.95%

This Month

+2.95%

Year To Date

+24.38%

2 Years

+20.35%

5 Years

+20.35%

10 Years

+4.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
52.17%
💰 Finance
41.95%
🧩 Miscellaneous
5.88%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
82.45%
🇺🇸 Nasdaq
14.57%
🇬🇧 LSE
2.98%

Countries Breakdown

Country
Total

🇺🇸 United States
47.83%

Dividends

Dividend Yield

3.46%

10 out of 21 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EFC (11.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EFC	0.55%	11.68%	$1.72
STWD	0.46%	10.55%	$1.92
GAIN	0.41%	6.94%	-
APLE	0.38%	8.36%	$0.96
LTC.US	0.31%	6.47%	$2.28
EPR	0.31%	6.81%	$3.34
CCI	0.28%	5.62%	$6.26
VICI	0.28%	6.33%	$1.66
O	0.25%	5.37%	$3.09
MAIN	0.23%	4.73%	$2.85

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-4.37

-5

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-4.37

-5

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

88.7

High:

56.15

Low:

CCI

-11.15

Details

PEG Ratio

814.11

High:

3,078.06

Low:

GAIN

4.12

Details

Price/Book

1.79

High:

MAIN

1.96

Low:

CCI

-24.73

Details

Price/Sales

7.27

High:

9.79

Low:

APLE

1.92

Details

Price/CF

14.25

High:

EFC

43.81

Low:

APLE

7.5

Details

Price/FCF

80.76

High:

MAIN

309.85

Low:

GAIN

16.79

Details

P/E Ratio

88.7

High:

56.15

Low:

CCI

-11.15

Details

PEG Ratio

814.11

High:

3,078.06

Low:

GAIN

4.12

Details

Price/Book

1.79

High:

MAIN

1.96

Low:

CCI

-24.73

Details

Price/Sales

7.27

High:

9.79

Low:

APLE

1.92

Details

Price/CF

14.25

High:

EFC

43.81

Low:

APLE

7.5

Details

Price/FCF

80.76

High:

MAIN

309.85

Low:

GAIN

16.79

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.07%	Jan 2022	Mar 2024	26
-4.33%	Dec 2024	Jun 2025	6
-3.02%	Oct 2025	Jan 2026	3
-3%	Apr 2024	Jun 2024	2
-0.95%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of Steadywealth on eToro

Steadywealth

🇬🇧 ETF and Stock Multi-Strategy Investor.

37 copiers.

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

Summary

+2.95%

This Month

+2.95%

Year To Date

+24.38%

2 Years

+20.35%

5 Years

+20.35%

10 Years

+4.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
52.17%
💰 Finance
41.95%
🧩 Miscellaneous
5.88%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
82.45%
🇺🇸 Nasdaq
14.57%
🇬🇧 LSE
2.98%

Countries Breakdown

Country
Total

🇺🇸 United States
47.83%

Dividends

Dividend Yield

3.46%

10 out of 21 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EFC (11.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EFC	0.55%	11.68%	$1.72
STWD	0.46%	10.55%	$1.92
GAIN	0.41%	6.94%	-
APLE	0.38%	8.36%	$0.96
LTC.US	0.31%	6.47%	$2.28
EPR	0.31%	6.81%	$3.34
CCI	0.28%	5.62%	$6.26
VICI	0.28%	6.33%	$1.66
O	0.25%	5.37%	$3.09
MAIN	0.23%	4.73%	$2.85

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-4.37

-5

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.06

0.5

1.5

Sortino Ratio

0.08

Jensen's Alpha

-4.37

-5

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

0.09

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

88.7

High:

56.15

Low:

CCI

-11.15

Details

PEG Ratio

814.11

High:

3,078.06

Low:

GAIN

4.12

Details

Price/Book

1.79

High:

MAIN

1.96

Low:

CCI

-24.73

Details

Price/Sales

7.27

High:

9.79

Low:

APLE

1.92

Details

Price/CF

14.25

High:

EFC

43.81

Low:

APLE

7.5

Details

Price/FCF

80.76

High:

MAIN

309.85

Low:

GAIN

16.79

Details

P/E Ratio

88.7

High:

56.15

Low:

CCI

-11.15

Details

PEG Ratio

814.11

High:

3,078.06

Low:

GAIN

4.12

Details

Price/Book

1.79

High:

MAIN

1.96

Low:

CCI

-24.73

Details

Price/Sales

7.27

High:

9.79

Low:

APLE

1.92

Details

Price/CF

14.25

High:

EFC

43.81

Low:

APLE

7.5

Details

Price/FCF

80.76

High:

MAIN

309.85

Low:

GAIN

16.79

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.07%	Jan 2022	Mar 2024	26
-4.33%	Dec 2024	Jun 2025	6
-3.02%	Oct 2025	Jan 2026	3
-3%	Apr 2024	Jun 2024	2
-0.95%	Oct 2024	Nov 2024	1