Portfolio of TheLongHaul on eToro

TheLongHaul

🇬🇧 Stock and ETF Multi-Strategy Investor.

7 copiers.

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

Summary

-5.5%

This Month

+4.36%

Year To Date

+46.09%

2 Years

+15.12%

5 Years

+40.55%

10 Years

+6.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.08%
💰 Finance
15.46%
💻 Electronic Technology
15.32%
💵 Cash
10.9%
📊 ETFs
8.01%
🧩 Miscellaneous
7.47%
🛍️ Retail Trade
4.19%
🪙 Cryptocurrencies
4.13%
🚗 Consumer Durables
3.19%
🏭 Industrial Services
2.76%
🛠️ Producer Manufacturing
2.21%
🚚 Transportation
1.65%
⚡ Utilities
1.23%
🪨 Non Energy Minerals
1.19%
💼 Commercial Services
0.58%
💇‍♀️ Consumer Services
0.41%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
42.25%
🇺🇸 NYSE
34.36%
🌍 Digital Currency
4.13%
🇬🇧 LSE
3.33%
🇺🇸 Chicago Board Options Exchange
2.33%
🇩🇰 Copenhagen Stock Exchange
2.02%
🇫🇷 Euronext Paris
0.54%
🇭🇰 Hong Kong Exchanges
0.46%
🇩🇪 FRA
0.36%
🇳🇴 Oslo Stock Exchange
0.1%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
52.85%
🇨🇦 Canada
2.99%
🇬🇧 United Kingdom
2.41%
🇺🇾 Uruguay
2.02%
🇩🇰 Denmark
2.02%
🇮🇱 Israel
1.94%
🇰🇷 South Korea
1.69%
🇧🇷 Brazil
1.19%
🇹🇼 Taiwan
1.14%
🇨🇳 China
1.02%
🇩🇪 Germany
0.95%
🇫🇷 France
0.54%
🇳🇴 Norway
0.1%
🇱🇺 Luxembourg
0%

Dividends

Dividend Yield

1.49%

26 out of 70 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $FSK (20.97%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.32%	5.41%	$3.09
TRIG.L	0.16%	10.12%	$0.07
ZIM	0.13%	7.82%	$0.23
FSK	0.12%	20.97%	$2.47
F	0.1%	3.92%	$0.78
NNN	0.1%	5.46%	$2.26
ENB	0.08%	4.83%	$2.66
MPLX.US	0.08%	7.43%	$3.33
VALE	0.07%	5.76%	$1.33
VICI	0.07%	6.54%	$1.66
WPC	0.06%	4.95%	$3.67
NWG	0.04%	5.28%	$0.42
MSFT	0.03%	0.83%	$3
QQQ	0.03%	0.38%	-
TROW	0.03%	4.85%	$4.92
VOW3.DE	0.02%	5.92%	$9.06
UI	0.02%	0.55%	$2.4
TSM	0.01%	0.69%	$1.74
SMSN.L	0.01%	0.4%	$23.68
AAPL	0.01%	0.34%	$0.97
PYPL	0%	1.01%	-
DIS	0%	1.51%	$0.75
GOOG	0%	0.23%	$0.2
VWS.CO	0%	0.43%	-
BABA	0%	0.82%	$0.98
MU	0%	0.05%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
BABA	Ex-Dividend	Jun 11, 2026	$1.05
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
TROW	Ex-Dividend	Jun 15, 2026	$1.30
O	Pay Day	Jun 15, 2026	$0.27
FSK	Ex-Dividend	Jun 17, 2026	$0.42
VOW3.DE	Ex-Dividend	Jun 19, 2026	$6.04
VOW3.DE	Pay Day	Jun 23, 2026	$6.04
PYPL	Pay Day	Jun 25, 2026	$0.14
TROW	Pay Day	Jun 29, 2026	$1.30
DIS	Ex-Dividend	Jun 30, 2026	$0.75
FSK	Pay Day	Jul 2, 2026	$0.42
TSM	Pay Day	Jul 9, 2026	$0.95
BABA	Pay Day	Jul 13, 2026	$1.05
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 3/10

Beta

1.14

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-9.58

-10

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.35

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Beta

1.14

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-9.58

-10

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.35

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

0.15

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.79

High:

AMD

171.72

Low:

CRWD

-3,814.8

Details

PEG Ratio

28.33

High:

466.31

Low:

CRWD

-5,187.17

Details

Price/Book

6.79

High:

AAPL

42.87

Low:

PTON

-11.04

Details

Price/Sales

7.08

High:

PLTR

69.73

Low:

ARVLF

Details

Price/CF

18.82

High:

LMND

158.9

Low:

UBI.PA

1.56

Details

Price/FCF

52.24

High:

BABA

1,196.17

Low:

UBI.PA

1.61

Details