Effective portfolio of Stuart001UK on eToro

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Stuart001UK

🇬🇧 ETF and 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.

Effective Portfolio

Summary

-0.08%

This Month

+23.12%

Year To Date

+79.56%

2 Years

+135.77%

5 Years

+135.77%

10 Years

+30.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
59.91%
📊 ETFs
27.26%
🪨 Non Energy Minerals
3.36%
💻 Electronic Technology
2.79%
🖥️ Technology Services
1.95%
💰 Finance
1.06%
🛍️ Retail Trade
0.95%
🛠️ Producer Manufacturing
0.93%
🚗 Consumer Durables
0.51%
🧩 Miscellaneous
0.48%
📡 Communications
0.26%
🚚 Transportation
0.23%
🧪 Process Industries
0.22%
⚡ Utilities
0.22%
💼 Commercial Services
0.2%
💇‍♀️ Consumer Services
0.18%
🏥 Health Services
0.18%
🧬 Health Technology
0.13%
🍞 Consumer Non Durables
0.12%
📦 Distribution Services
0.04%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
27.06%
🇺🇸 Nasdaq
6.76%
🇺🇸 NYSE
4.94%
🇩🇪 Xetra ETFs
2.15%
🇫🇷 Euronext Paris
0.1%
🇺🇸 Chicago Board Options Exchange
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
7.57%
🇬🇧 United Kingdom
3.41%
🇨🇦 Canada
2.18%
🇿🇦 South Africa
0.24%
🇫🇷 France
0.11%
🇮🇱 Israel
0.11%
🇨🇳 China
0.05%
🇳🇱 Netherlands
0.04%
🇮🇪 Ireland
0.02%
🇺🇾 Uruguay
0.01%

Dividends

Dividend Yield

0.1%

73 out of 176 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $TEP.L (6.8%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TSCO.L	0.01%	3.14%	$0.12
NWG.L	0.01%	4.02%	$0.17
RR.L	0.01%	0.98%	-
LLOY.L	0.01%	3.46%	$0.03
F	0.01%	5.71%	$0.78
BT.L	0.01%	4.6%	$0.08
AU	0.01%	2.61%	$0.22
B	0.01%	1.3%	$0.4
TEP.L	0%	6.8%	$0.82
MSFT	0%	0.73%	$3
SVT.L	0%	4.41%	$1.17
AAPL	0%	0.36%	$0.97
STJ.L	0%	1.31%	$0.24
GET.PA	0%	3.75%	$0.55
AJB.L	0%	2.61%	$0.12
BARC.L	0%	1.93%	$0.08
BTG.US	0%	1.78%	$0.16
NEM	0%	1.13%	$1.3
SBRY.L	0%	4.42%	$0.13
GFI	0%	1.54%	$0.31
MKS.L	0%	1.13%	$0.03
PAAS	0%	1.05%	$0.4
AEM	0%	0.95%	$1.6
KGC	0%	0.46%	$0.12
AVGO	0%	0.62%	$19.7
GEV	0%	0.12%	-
GOOG	0%	0.26%	$0.2
WPM	0%	0.62%	$0.61
HMY	0%	0.88%	$0.08
RGLD	0%	0.91%	$1.58
PEP	0%	3.81%	$5.15
FNV	0%	0.75%	$1.41
CSCO	0%	2.12%	$1.58
AMGN	0%	2.78%	$8.76
META	0%	0.32%	$1
CMCSA	0%	4.82%	$1.2
AGI	0%	0.28%	$0.1
GILD	0%	2.54%	$3.04
QCOM	0%	2.03%	$3.25
SNY	0%	3.22%	$1.48
GHC	0%	0.65%	$6.81
SBUX	0%	2.84%	$2.24
ADP	0%	2.45%	$5.45
ASML	0%	0.56%	$5.57
MDLZ	0%	3.42%	$1.7
HL	0%	0.09%	$0.03
COST	0%	0.56%	$19.22
ADI	0%	1.43%	$3.56
AG	0%	0.13%	$0.02
EQIX	0%	2.57%	$16.19
NTES	0%	2.15%	$2.58
BKNG	0%	0.76%	$17.5
INTU	0%	0.7%	$3.6
LRCX	0%	0.62%	$8
KLAC	0%	0.62%	$5.65
NVDA	0%	0.02%	$0.02
MAR	0%	0.87%	$2.19
MU	0%	0.2%	$0.46
REGN	0%	0.49%	-
MRVL	0%	0.24%	$0.24
PYPL	0%	-0.23%	-
CEG	0%	-0.43%	-
AMAT	0%	-0.67%	$-1.44
JBHT	0%	-0.94%	$-1.7
TMUS	0%	-1.76%	$-1.95
WDFC	0%	-1.93%	$-3.42
MGPI	0%	-2.01%	$-0.48
POOL	0%	-2.02%	$-4.5
SLGN	0%	-2.04%	$-0.74
IRDM	0%	-3.33%	$-0.53
VOD	0%	-3.86%	$-0.94
CALM	0%	-10.54%	$-1.87
AGNC	-0.01%	-13.77%	$-1.44

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
AMAT	Pay Day	Dec 11, 2025	-$0.46
TMUS	Pay Day	Dec 11, 2025	-$1.02
AEM	Pay Day	Dec 15, 2025	$0.40

Performance Metrics

Score 8.2/10

Beta

0.81

0.81

0

0.8

1.2

0

2

Sharpe Ratio

1.31

1.31

0

0.5

1

2

2

Sortino Ratio

2.81

2.81

0

1

2

3

3

Jensen's Alpha

13.15

13.15

-2

0

2

14

14

Omega Ratio

1.62

1.62

0

1

1.5

2.5

2.5

Treynor Ratio

2.43

2.43

0

0.75

1.25

3

3

Information Ratio

0.69

0.69

0

0.3

0.6

1

1

Calmar Ratio

3.92

3.92

0

0.3

0.6

4

4

Beta

0.81

0.81

0

0.8

1.2

0

2

Sharpe Ratio

1.31

1.31

0

0.5

1

2

2

Sortino Ratio

2.81

2.81

0

1

2

3

3

Jensen's Alpha

13.15

13.15

-2

0

2

14

14

Omega Ratio

1.62

1.62

0

1

1.5

2.5

2.5

Treynor Ratio

2.43

2.43

0

0.75

1.25

3

3

Information Ratio

0.69

0.69

0

0.3

0.6

1

1

Calmar Ratio

3.92

3.92

0

0.3

0.6

4

4

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.65

High:

INTC

4,128.3

Low:

CRWD

-414.89

Details

PEG Ratio

137.04

High:

AMAT

6,471.57

Low:

LFST

-296.98

Details

Price/Book

15.42

High:

APP

152.1

Low:

ORLY

-93.34

Details

Price/Sales

9.29

High:

DJT

869.62

Low:

AAL

0.18

Details

Price/CF

28.85

High:

PLTR

258.05

Low:

VOD

1.93

Details

Price/FCF

55.79

High:

PEP

5,253.35

Low:

VOD

3.35

Details

P/E Ratio

37.65

High:

INTC

4,128.3

Low:

CRWD

-414.89

Details

PEG Ratio

137.04

High:

AMAT

6,471.57

Low:

LFST

-296.98

Details

Price/Book

15.42

High:

APP

152.1

Low:

ORLY

-93.34

Details

Price/Sales

9.29

High:

DJT

869.62

Low:

AAL

0.18

Details

Price/CF

28.85

High:

PLTR

258.05

Low:

VOD

1.93

Details

Price/FCF

55.79

High:

PEP

5,253.35

Low:

VOD

3.35

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
-4.08%	Nov 2025	-	2
-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