Effective portfolio of Stuart001UK on eToro

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Stuart001UK

🇬🇧 Stock and ETF Investor.

1 copier.

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

Effective Portfolio

Summary

+0.22%

This Month

+22.36%

Year To Date

+111.58%

2 Years

+134.31%

5 Years

+134.31%

10 Years

+32.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
43.29%
📊 ETFs
9.92%
💻 Electronic Technology
9.21%
🪙 Cryptocurrencies
8.87%
🧩 Miscellaneous
7.29%
🪨 Non Energy Minerals
6.81%
🖥️ Technology Services
5.14%
🛠️ Producer Manufacturing
3.46%
🛍️ Retail Trade
2.11%
💰 Finance
2.07%
⛏️ Energy Minerals
1.28%
⚡ Utilities
1.23%
🍞 Consumer Non Durables
0.98%
💇‍♀️ Consumer Services
0.75%
🚗 Consumer Durables
0.64%
💼 Commercial Services
0.5%
🏭 Industrial Services
0.49%
📡 Communications
0.41%
🚚 Transportation
0.4%
🧬 Health Technology
0.39%
🧪 Process Industries
0.36%
📦 Distribution Services
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
25.19%
🇬🇧 LSE
14.96%
🇺🇸 Nasdaq
9.31%
🌍 Digital Currency
8.87%
🇩🇪 Xetra ETFs
1.65%
🇩🇪 FRA
0.5%
🇦🇺 Sydney
0.41%
🇫🇷 Euronext Paris
0.36%
🇸🇪 Stockholm Stock Exchange
0.3%
LSE_AIM
0.3%
🇨🇭 SIX
0.22%
🇳🇴 Oslo Stock Exchange
0.22%
🇺🇸 OTC Markets Stock Exchange
0.14%
LSE AIM Auction
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
20.36%
🇬🇧 United Kingdom
14.12%
🇨🇦 Canada
4.52%
🇿🇦 South Africa
1.3%
🇩🇪 Germany
0.5%
🇳🇿 New Zealand
0.41%
🇫🇷 France
0.36%
🇸🇪 Sweden
0.3%
🇮🇪 Ireland
0.3%
🇨🇭 Switzerland
0.22%
🇳🇴 Norway
0.22%
🇹🇼 Taiwan
0.19%
🇮🇱 Israel
0.17%
🇰🇿 Kazakhstan
0.07%
🇦🇺 Australia
0.05%

Dividends

Dividend Yield

0.73%

142 out of 215 instruments pay dividend.

39 dividend payments in the next 30 days.

Highest Dividend: $TMPL.L (11.01%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RR.L	0.03%	0.98%	-
TMPL.L	0.02%	11.01%	$0.38
HYG	0.02%	5.77%	-
FCIT.L	0.02%	1.07%	$0.12
GFI	0.02%	1.83%	$0.31
SPY	0.02%	1.16%	-
HBR.L	0.02%	8.83%	$0.2
BP.L	0.02%	5.9%	$0.23
TSCO.L	0.02%	3.11%	$0.12
ILTB	0.01%	4.85%	-
NWG.L	0.01%	4.94%	$0.17
BATS.L	0.01%	5.83%	$2.36
TTE.PA	0.01%	6.33%	$3.06
HSBA.L	0.01%	5.26%	$0.49
RIO.L	0.01%	6.06%	$3.41
EVO.ST	0.01%	3.82%	$31.03
VOW3.DE	0.01%	6.37%	$9.06
UVV	0.01%	5.93%	$3.21
LLOY.L	0.01%	4.19%	$0.03
F	0.01%	6.41%	$0.78
KO	0.01%	2.97%	$1.89
EQNR.OL	0.01%	6.36%	$13.95
BT.L	0.01%	4%	$0.08
SBRY.L	0.01%	4.39%	$0.13
MCD	0.01%	2.26%	$6.53
ISF.L	0.01%	3.5%	-
DRX.L	0.01%	4.17%	$0.23
LHA.DE	0.01%	3.98%	$0.3
CTY.L	0.01%	3.88%	$0.19
XOP	0.01%	2.56%	-
NG.L	0.01%	4.53%	$0.57
TEP.L	0.01%	5.1%	$0.82
T	0.01%	3.76%	$1.11
ADM	0.01%	3.24%	$1.9
SVT.L	0.01%	4.78%	$1.17
VTI	0.01%	1.22%	-
RTX	0.01%	1.66%	$2.44
WTB.L	0.01%	3.13%	$0.97
CVX	0.01%	4.4%	$6.28
SHEL.L	0.01%	4.09%	$0.8
JMAT.L	0.01%	4.02%	$0.77
STJ.L	0.01%	1.49%	$0.24
LGEN.L	0.01%	9.16%	$0.2
GET.PA	0.01%	3.7%	$0.55
CSCO	0.01%	2.44%	$1.58
SSE.L	0.01%	3.91%	$0.6
MIDD.L	0.01%	3.42%	-
AAPL	0.01%	0.43%	$0.97
B	0.01%	1.63%	$0.4
XOM	0.01%	3.63%	$3.76
MSFT	0%	0.67%	$3
KIE.L	0%	2.98%	$0.02
XLE	0%	3.37%	-
MRC.L	0%	2.73%	$0.07
ARGT	0%	1.21%	-
IVV	0%	1.29%	-
BBY.L	0%	2.15%	$0.12
MO	0%	6.21%	$3.92
BARC.L	0%	2.35%	$0.08
VOO	0%	1.22%	-
AJB.L	0%	2.53%	$0.12
AU	0%	2.72%	$0.22
GE	0%	0.46%	$0.44
IBM	0%	2.7%	$6.65
SBUX	0%	2.86%	$2.24
BTG.US	0%	2.47%	$0.16
TEM.L	0%	1.89%	$0.04
ABBN.ZU	0%	1.64%	$0.87
EMR	0%	1.59%	$2.1
CMI	0%	1.87%	$6.72
BA.L	0%	1.92%	$0.3
URA	0%	1.91%	-
KAP.L	0%	4.96%	-
FEVR.L	0%	2.12%	$0.17
O	0%	5.41%	$3.09
AEO	0%	2.68%	$0.48
KR	0%	1.94%	$1.16
GD	0%	1.83%	$5.48
CVS	0%	3.62%	$2.54
MKS.L	0%	1.06%	$0.03
NEM	0%	1.32%	$1.3
ABT	0%	1.75%	$2.16
SDP.L	0%	1.59%	$0.1
NOC	0%	1.51%	$7.67
CAT	0%	1.36%	$5.31
FRP.L	0%	3.76%	-
BONHR.OL	0%	3.06%	-
BHP	0%	4%	$3.01
PNW	0%	4.04%	$3.51
DE	0%	1.37%	$5.76
PEP	0%	3.81%	$5.15
DUK	0%	3.5%	$4.1
NEE	0%	3.14%	$1.97
JNJ	0%	2.86%	$4.81
TSM	0%	1.01%	$1.74
QQQ	0%	0.51%	-
HSY	0%	2.96%	$5.12
SMT.L	0%	0.32%	$0.03
CHRT.L	0%	1.24%	-
SO	0%	3.19%	$2.82
AEM	0%	1.08%	$1.6
ETN	0%	1.17%	$3.6
PAAS	0%	1.26%	$0.4
GEV	0%	0.13%	-
SAP.DE	0%	1.03%	$2.2
BWXT	0%	0.6%	$0.94
XEL	0%	3.12%	$2.13
ORCL	0%	0.77%	$1.6
HON	0%	2.11%	$4.27
ETR	0%	2.74%	$4.46
TT	0%	0.88%	$3.27
KGC	0%	0.56%	$0.12
LIT	0%	0.69%	-
IWF	0%	0.42%	-
SPGI	0%	0.71%	$3.62
VMC	0%	0.66%	$1.78
WPM	0%	0.64%	$0.61
INTU	0%	0.64%	$3.6
INTC	0%	0.51%	$0.5
GOOGL	0%	0.35%	$0.2
COST	0%	0.51%	$19.22
HMY	0%	0.99%	$0.08
FNV	0%	0.79%	$1.41
TR	0%	0.87%	$0.35
CCJ	0%	0.16%	$0.09
RGLD	0%	0.73%	$1.58
GHC	0%	0.63%	$6.81
VST	0%	0.48%	$0.85
J	0%	0.86%	$1.1
ACM	0%	0.79%	$0.84
AGI	0%	0.32%	$0.1
META	0%	0.27%	$1
EOT.L	0%	0.22%	$0.02
HL	0%	0.28%	$0.03
CEG	0%	0.51%	-
GEHC	0%	0.18%	$0.12
MNKS.L	0%	0.14%	$0.02
MAG	0%	0.25%	-
NVDA	0%	0.02%	$0.02
AG	0%	0.22%	$0.02
CW	0%	0.18%	$0.81
PWR	0%	0.11%	$0.35

Next Dividends

Stock	Type	Date	Pay Per Share
SO	Pay Day	Sep 8, 2025	$0.74
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
CVX	Pay Day	Sep 10, 2025	$1.71
IBM	Pay Day	Sep 10, 2025	$1.68
XOM	Pay Day	Sep 10, 2025	$0.99
EMR	Pay Day	Sep 10, 2025	$0.53
SPGI	Pay Day	Sep 10, 2025	$0.96
ADM	Pay Day	Sep 10, 2025	$0.51
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
AGI	Ex-Dividend	Sep 11, 2025	$0.02
FNV	Ex-Dividend	Sep 11, 2025	$0.38
NWG.L	Pay Day	Sep 12, 2025	$0.13
GFI	Ex-Dividend	Sep 12, 2025	$0.40
KO	Ex-Dividend	Sep 15, 2025	$0.51
MO	Ex-Dividend	Sep 15, 2025	$1.06
NEE	Pay Day	Sep 15, 2025	$0.57
XEL	Ex-Dividend	Sep 15, 2025	$0.57
B	Pay Day	Sep 15, 2025	$0.15
HSY	Pay Day	Sep 15, 2025	$1.37
O	Pay Day	Sep 15, 2025	$0.27
GOOGL	Pay Day	Sep 15, 2025	$0.21
AG	Pay Day	Sep 15, 2025	$0.00
MCD	Pay Day	Sep 16, 2025	$1.77
DUK	Pay Day	Sep 16, 2025	$1.06
BARC.L	Pay Day	Sep 16, 2025	$0.04
TSM	Ex-Dividend	Sep 16, 2025	$0.82
NOC	Pay Day	Sep 17, 2025	$2.31
SSE.L	Pay Day	Sep 18, 2025	$0.58
J	Pay Day	Sep 19, 2025	$0.32
VST	Ex-Dividend	Sep 19, 2025	$0.23
STJ.L	Pay Day	Sep 19, 2025	$0.08
SHEL.L	Pay Day	Sep 22, 2025	$0.36
HBR.L	Pay Day	Sep 24, 2025	$0.18
RIO.L	Pay Day	Sep 25, 2025	$1.48
DRX.L	Ex-Dividend	Sep 25, 2025	$0.15
BHP	Pay Day	Sep 25, 2025	$1.20
AGI	Pay Day	Sep 25, 2025	$0.02
FNV	Pay Day	Sep 25, 2025	$0.38
GFI	Pay Day	Sep 25, 2025	$0.40
HSBA.L	Pay Day	Sep 26, 2025	$0.10
LGEN.L	Pay Day	Sep 26, 2025	$0.08
NEM	Pay Day	Sep 29, 2025	$0.25
PEP	Pay Day	Sep 30, 2025	$1.42
DE	Ex-Dividend	Sep 30, 2025	$1.62
TT	Pay Day	Sep 30, 2025	$0.94
VST	Pay Day	Sep 30, 2025	$0.23
KO	Pay Day	Oct 1, 2025	$0.51
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
PWR	Ex-Dividend	Oct 1, 2025	$0.10
NVDA	Pay Day	Oct 2, 2025	$0.01
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
CSCO	Ex-Dividend	Oct 3, 2025	$0.41
TTE.PA	Pay Day	Oct 3, 2025	$0.97
RGLD	Ex-Dividend	Oct 3, 2025	$0.45
INTU	Ex-Dividend	Oct 9, 2025	$1.20
TSM	Pay Day	Oct 9, 2025	$0.82
GD	Ex-Dividend	Oct 10, 2025	$1.50
MO	Pay Day	Oct 10, 2025	$1.06
PWR	Pay Day	Oct 10, 2025	$0.10
UVV	Ex-Dividend	Oct 10, 2025	$0.82
INTU	Pay Day	Oct 17, 2025	$1.20
RGLD	Pay Day	Oct 17, 2025	$0.45
XEL	Pay Day	Oct 20, 2025	$0.57
CSCO	Pay Day	Oct 22, 2025	$0.41
DRX.L	Pay Day	Oct 24, 2025	$0.15
BBY.L	Ex-Dividend	Oct 30, 2025	$0.06
UVV	Pay Day	Nov 3, 2025	$0.82
BATS.L	Pay Day	Nov 7, 2025	$0.76
DE	Pay Day	Nov 10, 2025	$1.62
EQNR.OL	Ex-Dividend	Nov 13, 2025	$0.37
GD	Pay Day	Nov 14, 2025	$1.50
EQNR.OL	Pay Day	Nov 26, 2025	$0.37
AEM	Ex-Dividend	Dec 1, 2025	$0.40
BBY.L	Pay Day	Dec 5, 2025	$0.06
AEM	Pay Day	Dec 15, 2025	$0.40

Performance Metrics

Score 8.5/10

Beta

0.81

0.81

0

0.8

1.2

0

2

Sharpe Ratio

1.39

1.39

0

0.5

1

2

2

Sortino Ratio

3.04

3.04

0

1

2

4

4

Jensen's Alpha

15.96

15.96

-2

0

2

16

16

Omega Ratio

1.82

1.82

0

1

1.5

2.5

2.5

Treynor Ratio

2.65

2.65

0

0.75

1.25

3

3

Information Ratio

0.85

0.85

0

0.3

0.6

1

1

Calmar Ratio

4.24

4.24

0

0.3

0.6

5

5

Beta

0.81

0.81

0

0.8

1.2

0

2

Sharpe Ratio

1.39

1.39

0

0.5

1

2

2

Sortino Ratio

3.04

3.04

0

1

2

4

4

Jensen's Alpha

15.96

15.96

-2

0

2

16

16

Omega Ratio

1.82

1.82

0

1

1.5

2.5

2.5

Treynor Ratio

2.65

2.65

0

0.75

1.25

3

3

Information Ratio

0.85

0.85

0

0.3

0.6

1

1

Calmar Ratio

4.24

4.24

0

0.3

0.6

5

5

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.95

High:

ARM

206.3

Low:

AG

-460.41

Details

PEG Ratio

1,173.49

High:

AAPL

24,779.06

Low:

AG

-496.45

Details

Price/Book

11.03

High:

AAPL

54.11

Low:

MCD

-81.96

Details

Price/Sales

6.59

High:

DJT

1,084.8

Low:

OKLO

-

Details

Price/CF

24.95

High:

MSTR

7,511.07

Low:

HBR.L

1.42

Details

Price/FCF

51.27

High:

PEP

5,253.35

Low:

HBR.L

3.24

Details

P/E Ratio

34.95

High:

ARM

206.3

Low:

AG

-460.41

Details

PEG Ratio

1,173.49

High:

AAPL

24,779.06

Low:

AG

-496.45

Details

Price/Book

11.03

High:

AAPL

54.11

Low:

MCD

-81.96

Details

Price/Sales

6.59

High:

DJT

1,084.8

Low:

OKLO

-

Details

Price/CF

24.95

High:

MSTR

7,511.07

Low:

HBR.L

1.42

Details

Price/FCF

51.27

High:

PEP

5,253.35

Low:

HBR.L

3.24

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-7.72%	Apr 2024	Jul 2024	3
-6.04%	Feb 2025	May 2025	3
-5.39%	Dec 2022	Jan 2023	1
-4.39%	Apr 2023	Jul 2023	3
-4.29%	Dec 2024	Jan 2025	1
-4.29%	Aug 2023	Nov 2023	3
-3.23%	Aug 2024	Sep 2024	1
-1.09%	Feb 2023	Mar 2023	1
-0.65%	Jan 2024	Feb 2024	1
-0.06%	Aug 2025	Sep 2025	1

Monthly Performance