Portfolio of Steveli1029etf on eToro

Steveli1029etf

🇹🇼 ETF and Stock Investor.

33 copiers.

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

Summary

+1.21%

This Month

+6.38%

Year To Date

+25.72%

2 Years

+47.18%

5 Years

+63.57%

10 Years

+9.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
53.53%
🧩 Miscellaneous
16.85%
💰 Finance
13.49%
⛏️ Energy Minerals
10.52%
💵 Cash
7.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.11%
🇺🇸 Nasdaq
25.76%
🇬🇧 LSE
10.52%

Countries Breakdown

Country
Total

🇺🇸 United States
13.49%
🇬🇧 United Kingdom
10.52%

Dividends

Dividend Yield

0.57%

2 out of 8 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BP.L (4.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BP.L	0.5%	4.78%	$0.23
QQQ	0.06%	0.38%	-

Next Dividends

Stock	Type	Date	Pay Per Share
BP.L	Pay Day	Jun 26, 2026	$0.08

Performance Metrics

Score 4.9/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.3

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.3

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

15.08

High:

BP.L

35.17

Low:

BRK.B

14.4

Details

PEG Ratio

9.8

High:

BP.L

9.8

Low:

BP.L

9.8

Details

Price/Book

1.46

High:

BP.L

1.93

Low:

BRK.B

1.43

Details

Price/Sales

2.15

High:

BRK.B

2.78

Low:

BP.L

0.57

Details

Price/CF

18.04

High:

BRK.B

22.72

Low:

BP.L

5.14

Details

Price/FCF

39.6

High:

BRK.B

43.3

Low:

BP.L

19.41

Details

P/E Ratio

15.08

High:

BP.L

35.17

Low:

BRK.B

14.4

Details

PEG Ratio

9.8

High:

BP.L

9.8

Low:

BP.L

9.8

Details

Price/Book

1.46

High:

BP.L

1.93

Low:

BRK.B

1.43

Details

Price/Sales

2.15

High:

BRK.B

2.78

Low:

BP.L

0.57

Details

Price/CF

18.04

High:

BRK.B

22.72

Low:

BP.L

5.14

Details

Price/FCF

39.6

High:

BRK.B

43.3

Low:

BP.L

19.41

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.11%	Jan 2022	Jan 2024	24
-4.73%	Mar 2025	Jul 2025	4
-3.73%	Apr 2024	Jun 2024	2
-3.18%	Dec 2024	Jan 2025	1
-2.84%	Sep 2021	Oct 2021	1
-2.23%	Mar 2026	Apr 2026	1
-2.16%	Nov 2021	Dec 2021	1
-1.65%	Oct 2024	Nov 2024	1
-1.08%	Dec 2025	Feb 2026	2
-0.52%	Jan 2021	Feb 2021	1

Monthly Performance

Portfolio of Steveli1029etf on eToro

Steveli1029etf

🇹🇼 ETF and Stock Investor.

33 copiers.

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

Summary

+1.21%

This Month

+6.38%

Year To Date

+25.72%

2 Years

+47.18%

5 Years

+63.57%

10 Years

+9.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
53.53%
🧩 Miscellaneous
16.85%
💰 Finance
13.49%
⛏️ Energy Minerals
10.52%
💵 Cash
7.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.11%
🇺🇸 Nasdaq
25.76%
🇬🇧 LSE
10.52%

Countries Breakdown

Country
Total

🇺🇸 United States
13.49%
🇬🇧 United Kingdom
10.52%

Dividends

Dividend Yield

0.57%

2 out of 8 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BP.L (4.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BP.L	0.5%	4.78%	$0.23
QQQ	0.06%	0.38%	-

Next Dividends

Stock	Type	Date	Pay Per Share
BP.L	Pay Day	Jun 26, 2026	$0.08

Performance Metrics

Score 4.9/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.3

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.8

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.3

-1

0.3

0.6

Calmar Ratio

43.3

Low:

BP.L

19.41

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.11%	Jan 2022	Jan 2024	24
-4.73%	Mar 2025	Jul 2025	4
-3.73%	Apr 2024	Jun 2024	2
-3.18%	Dec 2024	Jan 2025	1
-2.84%	Sep 2021	Oct 2021	1
-2.23%	Mar 2026	Apr 2026	1
-2.16%	Nov 2021	Dec 2021	1
-1.65%	Oct 2024	Nov 2024	1
-1.08%	Dec 2025	Feb 2026	2
-0.52%	Jan 2021	Feb 2021	1