Portfolio of StockMentoruk on eToro

StockMentoruk

🇬🇧 Multi-Strategy Stock 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

Today

-2.7%

This Month

-2.86%

Year To Date

+24.49%

2 Years

-28.78%

5 Years

-7.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
22.82%
📊 ETFs
20.84%
🍞 Consumer Non Durables
15.27%
🖥️ Technology Services
12.16%
💵 Cash
10.35%
💻 Electronic Technology
6.16%
🚗 Consumer Durables
3.25%
🧬 Health Technology
2.79%
❓ Other
2.78%
💼 Commercial Services
2.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
47.95%
🇺🇸 Nasdaq
27.51%
🇬🇧 LSE
13.32%

Countries Breakdown

Country
Total

🇺🇸 United States
51.74%
🇬🇧 United Kingdom
13.32%
🇨🇳 China
0.09%

Dividends

Dividend Yield

3.36%

26 out of 34 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $ORC (21.98%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.54%	8.61%	$0.2
VNQ	0.31%	4.01%	-
MO	0.29%	6.95%	$3.92
O	0.28%	5.42%	$3.09
ULVR.L	0.22%	3.09%	$1.47
ORC	0.19%	21.98%	$1.56
PSEC	0.16%	20.22%	$0.72
ARR	0.15%	20.14%	$3.84
AGNC	0.15%	17.27%	$1.44
HRZN	0.14%	15.78%	-
EFC	0.14%	12.8%	$1.72
SPY	0.13%	1.28%	-
AMT	0.12%	2.95%	$6.56
VICI	0.09%	5.26%	$1.66
JNJ	0.09%	3.19%	$4.81
KO	0.08%	2.69%	$1.89
SPG	0.07%	5.49%	$7.75
SCM	0.04%	3.53%	-
OXSQ	0.04%	5.11%	-
MSFT	0.03%	0.88%	$3
NKE	0.03%	2.76%	$1.45
USRT	0.03%	2.79%	-
AAPL	0.03%	0.51%	$0.97
META	0.02%	0.4%	$1
SCHG	0%	0.45%	-
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
AMT	Pay Day	Apr 28, 2025	$1.70
PSEC	Ex-Dividend	Apr 28, 2025	$0.04
ARR	Pay Day	Apr 29, 2025	$0.24
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
MO	Pay Day	Apr 30, 2025	$1.02
ORC	Ex-Dividend	Apr 30, 2025	$0.12
EFC	Ex-Dividend	Apr 30, 2025	$0.13
O	Ex-Dividend	May 1, 2025	$0.27
AGNC	Pay Day	May 9, 2025	$0.12
MSFT	Ex-Dividend	May 15, 2025	$0.83
O	Pay Day	May 15, 2025	$0.27
HRZN	Ex-Dividend	May 16, 2025	$0.11
PSEC	Pay Day	May 20, 2025	$0.04
JNJ	Ex-Dividend	May 27, 2025	$1.30
EFC	Pay Day	May 27, 2025	$0.13
ORC	Pay Day	May 29, 2025	$0.12
LGEN.L	Pay Day	Jun 5, 2025	$0.20
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
HRZN	Pay Day	Jun 13, 2025	$0.11

Performance Metrics

Score 2.2/10

Beta

1.07

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.46

-1

Jensen's Alpha

-15.47

-16

4.5

Omega Ratio

0.42

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-1.1

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.46

-1

Jensen's Alpha

-15.47

-16

4.5

Omega Ratio

0.42

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-1.1

-2

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.92

High:

PLTR

495.93

Low:

MSTR

-56.3

Details

PEG Ratio

174.41

High:

JNJ

473.64

Low:

UPST

-56.65

Details

Price/Book

12.18

High:

AAPL

44.38

Low:

-43.94

Details

Price/Sales

7.06

High:

MSTR

151.67

Low:

LGEN.L

0.4

Details

Price/CF

26.08

High:

MSTR

7,511.07

Low:

ARR

4.28

Details

Price/FCF

High:

MSTR

1,187.5

Low:

ORC

9.86

Details