Portfolio of Stewart85 on eToro

Stewart85

🇬🇧 Momentum Stock 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

-0.21%

Today

-5.81%

This Month

+0.25%

Year To Date

+21.8%

2 Years

+42.83%

5 Years

+14.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏥 Health Services
23.84%
💰 Finance
21.46%
🍞 Consumer Non Durables
15.59%
🧬 Health Technology
12.05%
🚗 Consumer Durables
11.1%
🖥️ Technology Services
6.38%
🚚 Transportation
5.19%
🪨 Non Energy Minerals
2.99%
🛍️ Retail Trade
1.31%
📡 Communications
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
64.77%
🇺🇸 Nasdaq
17.88%
🇩🇪 FRA
11.1%
🇬🇧 LSE
6.25%

Countries Breakdown

Country
Total

🇺🇸 United States
78.57%
🇩🇪 Germany
11.1%
🇬🇧 United Kingdom
4.71%
🇨🇦 Canada
4.08%
🇦🇺 Australia
1.55%

Dividends

Dividend Yield

3.54%

21 out of 21 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ARR (17.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MBG.DE	0.73%	8.08%	$5.3
UNH	0.65%	2.73%	$7.74
PFE	0.59%	7.72%	$1.66
PEP	0.49%	4.27%	$5.15
GSK.L	0.15%	4.62%	$0.59
BMW.DE	0.11%	5.53%	$6
NKE	0.1%	2.54%	$1.45
RIO.L	0.1%	6.66%	$3.41
CNI	0.09%	2.26%	$2.42
BHP.L	0.08%	5%	$1.26
UPS	0.07%	6.56%	$6.5
V	0.06%	0.64%	$2.01
JPM	0.06%	1.9%	$4.4
O	0.06%	5.8%	$3.09
CVS	0.06%	4.43%	$2.54
JNJ	0.04%	3.43%	$4.81
MA	0.04%	0.5%	$2.46
MSFT	0.02%	0.72%	$3
GOOGL	0.01%	0.49%	$0.2
VOD.L	0.01%	8.28%	$0.08
ARR	0%	17.12%	$3.84

Next Dividends

Stock	Type	Date	Pay Per Share
BMW.DE	Pay Day	May 19, 2025	$4.78
UPS	Ex-Dividend	May 19, 2025	$1.64
JNJ	Ex-Dividend	May 27, 2025	$1.30
ARR	Pay Day	May 29, 2025	$0.24
NKE	Ex-Dividend	Jun 2, 2025	$0.40
V	Pay Day	Jun 2, 2025	$0.59
O	Ex-Dividend	Jun 2, 2025	$0.27
UPS	Pay Day	Jun 5, 2025	$1.64
PEP	Ex-Dividend	Jun 6, 2025	$1.42
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
CNI	Ex-Dividend	Jun 9, 2025	$0.64
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
PFE	Pay Day	Jun 13, 2025	$0.43
O	Pay Day	Jun 13, 2025	$0.27
GOOGL	Pay Day	Jun 16, 2025	$0.21
PEP	Pay Day	Jun 30, 2025	$1.42
CNI	Pay Day	Jun 30, 2025	$0.64
NKE	Pay Day	Jul 1, 2025	$0.40
GSK.L	Pay Day	Jul 10, 2025	$0.21

Performance Metrics

Score 6.7/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.99

0.5

1.5

Sortino Ratio

1.94

Jensen's Alpha

3.01

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.47

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

1.72

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.99

0.5

1.5

Sortino Ratio

1.94

Jensen's Alpha

3.01

-2

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.47

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

1.72

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

21.14

High:

49.49

Low:

ARR

-48.13

Details

PEG Ratio

253.21

High:

1,908.45

Low:

ARR

-94.86

Details

Price/Book

5.02

High:

78.2

Low:

VOD.L

0.34

Details

Price/Sales

2.42

High:

18.7

Low:

CVS

0.2

Details

Price/CF

18.02

High:

32.43

Low:

VOD.L

1.55

Details

Price/FCF

39.66

High:

PEP

5,253.35

Low:

VOD.L

2.54

Details