Portfolio of Steveadams146 on eToro

Steveadams146

🇬🇧 Stock Multi-Strategy Investor.

1 copier.

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

Summary

+0.01%

Today

-1.48%

This Month

+10.09%

Year To Date

+61.78%

2 Years

+38.52%

5 Years

+12.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
18.74%
🖥️ Technology Services
18.21%
💵 Cash
12.57%
💰 Finance
10.39%
🚗 Consumer Durables
9.19%
🏥 Health Services
9.11%
🛠️ Producer Manufacturing
8.66%
🛍️ Retail Trade
6.43%
📊 ETFs
4.38%
🧬 Health Technology
2.36%
⚡ Utilities
1.13%
🪙 Cryptocurrencies
0.86%
💼 Commercial Services
0.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
50.81%
🇺🇸 NYSE
34.8%
🇩🇪 FRA
1.77%
🇬🇧 LSE
1.71%
🌍 Digital Currency
0.86%

Countries Breakdown

Country
Total

🇺🇸 United States
68.77%
🇺🇾 Uruguay
4.55%
🇬🇧 United Kingdom
2.84%
🇨🇳 China
1.87%
🇩🇪 Germany
1.77%
🇦🇺 Australia
1.5%
🇹🇼 Taiwan
1.4%
🇱🇺 Luxembourg
1.31%
🇳🇱 Netherlands
0.69%

Dividends

Dividend Yield

0.24%

15 out of 35 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $UNH (2.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.07%	2.76%	$7.74
VOO	0.03%	1.29%	-
GE	0.02%	0.52%	$0.44
BABA	0.02%	0.95%	$0.98
AXP	0.02%	0.93%	$2.6
TSM	0.01%	0.96%	$1.74
NVT	0.01%	1.05%	$0.75
META	0.01%	0.29%	$1
QQQ	0.01%	0.58%	-
RR.L	0.01%	0.62%	-
JPM	0.01%	1.79%	$4.4
RHM.DE	0.01%	0.46%	$5.7
VST	0.01%	0.46%	$0.85
MU	0%	0.38%	$0.46
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GE	Ex-Dividend	Jul 7, 2025	$0.36
MU	Ex-Dividend	Jul 7, 2025	$0.12
BABA	Pay Day	Jul 10, 2025	$1.05
NVT	Ex-Dividend	Jul 18, 2025	$0.20
MU	Pay Day	Jul 22, 2025	$0.12
GE	Pay Day	Jul 25, 2025	$0.36
JPM	Pay Day	Jul 31, 2025	$1.40
NVT	Pay Day	Aug 1, 2025	$0.20
AXP	Pay Day	Aug 8, 2025	$0.82
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 3.3/10

Beta

2.17

0.8

1.2

Sharpe Ratio

0.38

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-13.34

-14

4.5

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

0.8

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

2.17

0.8

1.2

Sharpe Ratio

0.38

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-13.34

-14

4.5

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

0.8

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

47.43

High:

PLTR

586.72

Low:

RKLB

-86.39

Details

PEG Ratio

143.41

High:

NVT

1,264.18

Low:

HIMS

1.12

Details

Price/Book

12.9

High:

PLTR

58.45

Low:

RR.L

-89.77

Details

Price/Sales

9.37

High:

IONQ

235.84

Low:

OKLO

Details

Price/CF

27.53

High:

MSTR

7,511.07

Low:

OSCR

3.28

Details

Price/FCF

45.53

High:

MSTR

1,187.5

Low:

OSCR

3.37

Details