Portfolio of TonyDun on eToro

TonyDun

🇪🇸 Stock Multi-Strategy Investor.

182 copiers.

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

Summary

+1.01%

This Month

+11.79%

Year To Date

+54.29%

2 Years

+129.38%

5 Years

+129.38%

10 Years

+24.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
22.98%
🖥️ Technology Services
15.02%
🧬 Health Technology
12.1%
💻 Electronic Technology
10.38%
🍞 Consumer Non Durables
9.14%
🛍️ Retail Trade
8.33%
⚡ Utilities
5.42%
🧩 Miscellaneous
4.01%
📊 ETFs
3.78%
🚗 Consumer Durables
3.71%
📡 Communications
1.81%
🚚 Transportation
1.8%
🏭 Industrial Services
1.52%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.95%
🇺🇸 Nasdaq
26.08%
🇬🇧 LSE
25.66%
🇩🇪 Xetra ETFs
3.78%
🇪🇸 Bolsa De Madrid
3.45%
🇫🇷 Euronext Paris
1.08%

Countries Breakdown

Country
Total

🇺🇸 United States
62.05%
🇬🇧 United Kingdom
20.72%
🇪🇸 Spain
3.45%
🇰🇷 South Korea
2.34%
🇳🇱 Netherlands
1.82%
🇸🇪 Sweden
1.64%
🇫🇷 France
1.08%
🇨🇦 Canada
0.51%

Dividends

Dividend Yield

1.74%

25 out of 36 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PHP.L (9.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SDLF.L	0.41%	6.19%	$0.53
KO	0.15%	2.26%	$1.89
GSK.L	0.14%	3.64%	$0.59
PHP.L	0.11%	9.63%	$0.06
BAC	0.09%	2.29%	$0.96
NG.L	0.09%	4%	$0.57
GAW.L	0.07%	3.35%	$5.5
PSN.L	0.07%	4.79%	$0.6
BAM	0.06%	4.12%	$1.41
O	0.06%	5.77%	$3.09
NEE	0.06%	3.1%	$1.97
ITX.MC	0.05%	2.51%	$1.11
AVGO	0.04%	0.77%	$19.7
ULVR.L	0.04%	3.36%	$1.47
MA	0.04%	0.57%	$2.46
IBE.MC	0.04%	2.59%	$0.45
AAF.L	0.03%	1.92%	$0.05
MSFT	0.03%	0.71%	$3
LLY	0.03%	0.53%	$4.86
WM	0.02%	1.59%	$2.9
AXP	0.02%	1.16%	$2.6
OR.PA	0.02%	1.78%	$6.6
GOOG	0.02%	0.26%	$0.2
SMSN.L	0.01%	0.59%	$23.68
ASML	0.01%	0.47%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share
ASML	Ex-Dividend	Oct 28, 2026	$3.17
ITX.MC	Ex-Dividend	Oct 29, 2026	$0.64
O	Ex-Dividend	Oct 30, 2026	$0.27
ITX.MC	Pay Day	Nov 2, 2026	$0.64
MA	Pay Day	Nov 9, 2026	$0.87
AXP	Pay Day	Nov 10, 2026	$0.95
AAF.L	Ex-Dividend	Nov 10, 2026	$0.04
LLY	Ex-Dividend	Nov 14, 2026	$1.73
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
NG.L	Ex-Dividend	Nov 24, 2026	$0.43
NEE	Ex-Dividend	Nov 28, 2026	$0.62
BAM	Ex-Dividend	Dec 1, 2026	$0.50
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
WM	Ex-Dividend	Dec 11, 2026	$0.94
KO	Ex-Dividend	Dec 15, 2026	$0.53
PSN.L	Ex-Dividend	Dec 16, 2026	$0.54
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
AXP	Ex-Dividend	Jan 9, 2027	$0.95
MA	Ex-Dividend	Jan 9, 2027	$0.87
SDLF.L	Ex-Dividend	Feb 25, 2027	$0.37
OR.PA	Ex-Dividend	Apr 29, 2027	$8.55

Performance Metrics

Score 8.3/10

Beta

0.89

0.8

1.2

Sharpe Ratio

1.5

0.5

Sortino Ratio

2.63

Jensen's Alpha

6.85

-2

Omega Ratio

1.62

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

2.63

0.3

0.6

Beta

0.89

0.8

1.2

Sharpe Ratio

1.5

0.5

Sortino Ratio

2.63

Jensen's Alpha

6.85

-2

Omega Ratio

1.62

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

2.63

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.92

High:

PANW

793.68

Low:

SDLF.L

-17.65

Details

PEG Ratio

1.21

High:

OR.PA

9.9

Low:

SMSN.L

0.04

Details

Price/Book

7.02

High:

88.35

Low:

SDLF.L

-40.09

Details

Price/Sales

6.81

High:

PANW

28.95

Low:

CSIQ

0.15

Details

Price/CF

19.1

High:

PSN.L

153.98

Low:

SDLF.L

2.61

Details

Price/FCF

61.72

High:

NEE

2,356.18

Low:

SDLF.L

3.17

Details

P/E Ratio

22.92

High:

PANW

793.68

Low:

SDLF.L

-17.65

Details

PEG Ratio

1.21

High:

OR.PA

9.9

Low:

SMSN.L

0.04

Details

Worst Drawdowns

Depth	Start	End	Total months
-10.12%	Mar 2026	May 2026	2
-8.1%	Aug 2023	Nov 2023	3
-5.41%	Mar 2025	May 2025	2
-4.56%	Apr 2024	Jun 2024	2
-4.36%	Sep 2026	-	2
-2.68%	Jul 2025	Aug 2025	1
-1.93%	Oct 2024	Nov 2024	1
-1.31%	Dec 2024	Jan 2025	1
-0.45%	Feb 2023	Mar 2023	1

Monthly Performance

Portfolio of TonyDun on eToro

TonyDun

🇪🇸 Stock Multi-Strategy Investor.

182 copiers.

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

Summary

+1.01%

This Month

+11.79%

Year To Date

+54.29%

2 Years

+129.38%

5 Years

+129.38%

10 Years

+24.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
22.98%
🖥️ Technology Services
15.02%
🧬 Health Technology
12.1%
💻 Electronic Technology
10.38%
🍞 Consumer Non Durables
9.14%
🛍️ Retail Trade
8.33%
⚡ Utilities
5.42%
🧩 Miscellaneous
4.01%
📊 ETFs
3.78%
🚗 Consumer Durables
3.71%
📡 Communications
1.81%
🚚 Transportation
1.8%
🏭 Industrial Services
1.52%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.95%
🇺🇸 Nasdaq
26.08%
🇬🇧 LSE
25.66%
🇩🇪 Xetra ETFs
3.78%
🇪🇸 Bolsa De Madrid
3.45%
🇫🇷 Euronext Paris
1.08%

Countries Breakdown

Country
Total

🇺🇸 United States
62.05%
🇬🇧 United Kingdom
20.72%
🇪🇸 Spain
3.45%
🇰🇷 South Korea
2.34%
🇳🇱 Netherlands
1.82%
🇸🇪 Sweden
1.64%
🇫🇷 France
1.08%
🇨🇦 Canada
0.51%

Dividends

Dividend Yield

1.74%

25 out of 36 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PHP.L (9.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SDLF.L	0.41%	6.19%	$0.53
KO	0.15%	2.26%	$1.89
GSK.L	0.14%	3.64%	$0.59
PHP.L	0.11%	9.63%	$0.06
BAC	0.09%	2.29%	$0.96
NG.L	0.09%	4%	$0.57
GAW.L	0.07%	3.35%	$5.5
PSN.L	0.07%	4.79%	$0.6
BAM	0.06%	4.12%	$1.41
O	0.06%	5.77%	$3.09
NEE	0.06%	3.1%	$1.97
ITX.MC	0.05%	2.51%	$1.11
AVGO	0.04%	0.77%	$19.7
ULVR.L	0.04%	3.36%	$1.47
MA	0.04%	0.57%	$2.46
IBE.MC	0.04%	2.59%	$0.45
AAF.L	0.03%	1.92%	$0.05
MSFT	0.03%	0.71%	$3
LLY	0.03%	0.53%	$4.86
WM	0.02%	1.59%	$2.9
AXP	0.02%	1.16%	$2.6
OR.PA	0.02%	1.78%	$6.6
GOOG	0.02%	0.26%	$0.2
SMSN.L	0.01%	0.59%	$23.68
ASML	0.01%	0.47%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share
ASML	Ex-Dividend	Oct 28, 2026	$3.17
ITX.MC	Ex-Dividend	Oct 29, 2026	$0.64
O	Ex-Dividend	Oct 30, 2026	$0.27
ITX.MC	Pay Day	Nov 2, 2026	$0.64
MA	Pay Day	Nov 9, 2026	$0.87
AXP	Pay Day	Nov 10, 2026	$0.95
AAF.L	Ex-Dividend	Nov 10, 2026	$0.04
LLY	Ex-Dividend	Nov 14, 2026	$1.73
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
NG.L	Ex-Dividend	Nov 24, 2026	$0.43
NEE	Ex-Dividend	Nov 28, 2026	$0.62
BAM	Ex-Dividend	Dec 1, 2026	$0.50
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
WM	Ex-Dividend	Dec 11, 2026	$0.94
KO	Ex-Dividend	Dec 15, 2026	$0.53
PSN.L	Ex-Dividend	Dec 16, 2026	$0.54
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
AXP	Ex-Dividend	Jan 9, 2027	$0.95
MA	Ex-Dividend	Jan 9, 2027	$0.87
SDLF.L	Ex-Dividend	Feb 25, 2027	$0.37
OR.PA	Ex-Dividend	Apr 29, 2027	$8.55

Performance Metrics

Score 8.3/10

Beta

0.89

0.8

1.2

Sharpe Ratio

1.5

0.5

Sortino Ratio

2.63

Jensen's Alpha

6.85

-2

Omega Ratio

1.62

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

2.63

0.3

0.6

Beta

0.89

0.8

1.2

Sharpe Ratio

1.5

0.5

Sortino Ratio

2.63

Jensen's Alpha

6.85

-2

Omega Ratio

1.62

1.5

2.5

Treynor Ratio

1.91

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

7.02

High:

88.35

Low:

SDLF.L

-40.09

Details

Price/Sales

6.81

High:

PANW

28.95

Low:

CSIQ

0.15

Details

Price/CF

19.1

High:

PSN.L

153.98

Low:

SDLF.L

2.61

Details

Price/FCF

61.72

High:

NEE

2,356.18

Low:

SDLF.L

3.17

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-10.12%	Mar 2026	May 2026	2
-8.1%	Aug 2023	Nov 2023	3
-5.41%	Mar 2025	May 2025	2
-4.56%	Apr 2024	Jun 2024	2
-4.36%	Sep 2026	-	2
-2.68%	Jul 2025	Aug 2025	1
-1.93%	Oct 2024	Nov 2024	1
-1.31%	Dec 2024	Jan 2025	1
-0.45%	Feb 2023	Mar 2023	1