Portfolio of The_UK_Factor on eToro

The_UK_Factor

🇬🇧 ETF and Stock Multi-Strategy Investor.

3 copiers.

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

Summary

+7.14%

This Month

+1.08%

Year To Date

+1.08%

2 Years

+1.08%

5 Years

+1.08%

10 Years

+1.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
69.55%
💰 Finance
6.18%
⚡ Utilities
3.03%
🧬 Health Technology
2.92%
🛠️ Producer Manufacturing
2.85%
🚗 Consumer Durables
1.7%
📦 Distribution Services
1.69%
🖥️ Technology Services
1.68%
💇‍♀️ Consumer Services
1.57%
💻 Electronic Technology
1.53%
🧪 Process Industries
1.51%
🍞 Consumer Non Durables
1.5%
🚚 Transportation
1.48%
⛏️ Energy Minerals
1.42%
🪨 Non Energy Minerals
1.29%
💵 Cash
0.12%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
69.55%
🇺🇸 NYSE
22.41%
🇺🇸 Nasdaq
7.92%

Countries Breakdown

Country
Total

🇺🇸 United States
30.33%

Dividends

Dividend Yield

0.46%

11 out of 27 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $APLE (7.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
APLE	0.11%	7.32%	$0.96
INSW	0.08%	5.66%	$5.74
KRG	0.06%	4.23%	$0.99
SWX	0.04%	2.79%	$2.48
OTTR	0.04%	2.47%	$1.81
FHI	0.04%	2.39%	$1.15
LEA	0.03%	2.39%	$3.08
TKR	0.02%	1.29%	$1.33
CMC	0.01%	1.07%	$0.66
BYD	0.01%	0.84%	$0.66
AZZ	0.01%	0.58%	$0.68

Next Dividends

Stock	Type	Date	Pay Per Share
AZZ	Ex-Dividend	Apr 23, 2026	$0.20
APLE	Ex-Dividend	Apr 30, 2026	$0.08
AZZ	Pay Day	May 14, 2026	$0.20
APLE	Pay Day	May 15, 2026	$0.08
SWX	Ex-Dividend	May 15, 2026	$0.65
SWX	Pay Day	Jun 1, 2026	$0.65

Performance Metrics

Score 3.4/10

Beta

1.86

0.8

1.2

Sharpe Ratio

-2.02

-3

0.5

1.5

Sortino Ratio

-2.21

-3

Jensen's Alpha

43.61

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

-1.66

-2

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

-4.51

-5

0.3

0.6

Beta

1.86

0.8

1.2

Sharpe Ratio

-2.02

-3

0.5

1.5

Sortino Ratio

-2.21

-3

Jensen's Alpha

43.61

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

-1.66

-2

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

-4.51

-5

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

13.29

High:

NVST

101.31

Low:

BYD

3.85

Details

PEG Ratio

26.39

High:

FTDR

126.76

Low:

KRG

0.69

Details

Price/Book

1.84

High:

FTDR

18.34

Low:

APLE

0.98

Details

Price/Sales

0.99

High:

KRG

6.71

Low:

LEA

0.28

Details

Price/CF

8.3

High:

ARW

89.27

Low:

ENVA

2.28

Details

Price/FCF

15.25

High:

INSW

499.7

Low:

ENVA

2.34

Details

P/E Ratio

13.29

High:

NVST

101.31

Low:

BYD

3.85

Details

PEG Ratio

26.39

High:

FTDR

126.76

Low:

KRG

0.69

Details

Price/Book

1.84

High:

FTDR

18.34

Low:

APLE

0.98

Details

Price/Sales

0.99

High:

KRG

6.71

Low:

LEA

0.28

Details

Price/CF

8.3

High:

ARW

89.27

Low:

ENVA

2.28

Details

Price/FCF

15.25

High:

INSW

499.7

Low:

ENVA

2.34

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-6.54%	Mar 2026	Apr 2026	1

Monthly Performance

Portfolio of The_UK_Factor on eToro

The_UK_Factor

🇬🇧 ETF and Stock Multi-Strategy Investor.

3 copiers.

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

Summary

+7.14%

This Month

+1.08%

Year To Date

+1.08%

2 Years

+1.08%

5 Years

+1.08%

10 Years

+1.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
69.55%
💰 Finance
6.18%
⚡ Utilities
3.03%
🧬 Health Technology
2.92%
🛠️ Producer Manufacturing
2.85%
🚗 Consumer Durables
1.7%
📦 Distribution Services
1.69%
🖥️ Technology Services
1.68%
💇‍♀️ Consumer Services
1.57%
💻 Electronic Technology
1.53%
🧪 Process Industries
1.51%
🍞 Consumer Non Durables
1.5%
🚚 Transportation
1.48%
⛏️ Energy Minerals
1.42%
🪨 Non Energy Minerals
1.29%
💵 Cash
0.12%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
69.55%
🇺🇸 NYSE
22.41%
🇺🇸 Nasdaq
7.92%

Countries Breakdown

Country
Total

🇺🇸 United States
30.33%

Dividends

Dividend Yield

0.46%

11 out of 27 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $APLE (7.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
APLE	0.11%	7.32%	$0.96
INSW	0.08%	5.66%	$5.74
KRG	0.06%	4.23%	$0.99
SWX	0.04%	2.79%	$2.48
OTTR	0.04%	2.47%	$1.81
FHI	0.04%	2.39%	$1.15
LEA	0.03%	2.39%	$3.08
TKR	0.02%	1.29%	$1.33
CMC	0.01%	1.07%	$0.66
BYD	0.01%	0.84%	$0.66
AZZ	0.01%	0.58%	$0.68

Next Dividends

Stock	Type	Date	Pay Per Share
AZZ	Ex-Dividend	Apr 23, 2026	$0.20
APLE	Ex-Dividend	Apr 30, 2026	$0.08
AZZ	Pay Day	May 14, 2026	$0.20
APLE	Pay Day	May 15, 2026	$0.08
SWX	Ex-Dividend	May 15, 2026	$0.65
SWX	Pay Day	Jun 1, 2026	$0.65

Performance Metrics

Score 3.4/10

Beta

1.86

0.8

1.2

Sharpe Ratio

-2.02

-3

0.5

1.5

Sortino Ratio

-2.21

-3

Jensen's Alpha

43.61

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

-1.66

-2

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

-4.51

-5

0.3

0.6

Beta

1.86

0.8

1.2

Sharpe Ratio

-2.02

-3

0.5

1.5

Sortino Ratio

-2.21

-3

Jensen's Alpha

43.61

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

-1.66

-2

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

INSW

499.7

Low:

ENVA

2.34

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-6.54%	Mar 2026	Apr 2026	1