Portfolio of Trex8u247 on eToro

Trex8u247

🇿🇦 Stock Momentum Investor.

263 copiers.

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

Summary

Today

+0.92%

This Month

+1.66%

Year To Date

+6.75%

2 Years

+12.48%

5 Years

+12.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
45.97%
💻 Electronic Technology
14.75%
🖥️ Technology Services
9.92%
💰 Finance
9.77%
📈 Indexes
5.09%
📊 ETFs
4.93%
🛍️ Retail Trade
4.74%
🏭 Industrial Services
4.73%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
24.2%
🇺🇸 NYSE
19.64%
🌍 CFD
5.09%
🇬🇧 LSE
5%

Countries Breakdown

Country
Total

🇺🇸 United States
38.9%
🇬🇧 United Kingdom
5%

Dividends

Dividend Yield

0.31%

8 out of 11 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BARC.L (2.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BARC.L	0.12%	2.41%	$0.08
RSG	0.05%	0.96%	$2.14
SSO	0.04%	0.87%	-
MSFT	0.03%	0.65%	$3
MA	0.03%	0.53%	$2.46
AAPL	0.02%	0.48%	$0.97
GOOG	0.02%	0.44%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MA	Pay Day	Aug 8, 2025	$0.76
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MSFT	Pay Day	Sep 11, 2025	$0.83

Performance Metrics

Score 6.9/10

Beta

0.41

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.54

Jensen's Alpha

7.01

-2

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Beta

0.41

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.54

Jensen's Alpha

7.01

-2

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.05

High:

NVDA

55.54

Low:

BARC.L

9.04

Details

PEG Ratio

148.67

High:

MSFT

325.82

Low:

BARC.L

19.53

Details

Price/Book

13.41

High:

75.39

Low:

BARC.L

0.81

Details

Price/Sales

8.99

High:

NVDA

28.57

Low:

BARC.L

1.82

Details

Price/CF

22.75

High:

NVDA

35.87

Low:

BARC.L

3.52

Details

Price/FCF

44.93

High:

AMZN

98.68

Low:

TDY

22.16

Details

P/E Ratio

36.05

High:

NVDA

55.54

Low:

BARC.L

9.04

Details

PEG Ratio

148.67

High:

MSFT

325.82

Low:

BARC.L

19.53

Details

Worst Drawdowns

Depth	Start	End	Total months
-22.76%	Jan 2022	-	43
-20.43%	Oct 2018	Apr 2021	30
-12.18%	Feb 2014	May 2014	3
-6.24%	Jan 2016	May 2016	4
-5.21%	Feb 2018	May 2018	3
-4.52%	Aug 2015	Oct 2015	2
-3.39%	Dec 2014	Jan 2015	1
-2.82%	Sep 2021	Oct 2021	1
-2.19%	May 2021	Jul 2021	2
-1.57%	Mar 2015	Apr 2015	1
-1.33%	Nov 2017	Jan 2018	2
-1.17%	Jun 2015	Jul 2015	1
-1.15%	Jun 2016	Jul 2016	1
-0.41%	Oct 2016	Nov 2016	1
-0.15%	Jun 2018	Jul 2018	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
45.97%
💻 Electronic Technology
14.75%
🖥️ Technology Services
9.92%
💰 Finance
9.77%
📈 Indexes
5.09%
📊 ETFs
4.93%
🛍️ Retail Trade
4.74%
🏭 Industrial Services
4.73%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
24.2%
🇺🇸 NYSE
19.64%
🌍 CFD
5.09%
🇬🇧 LSE
5%

Countries Breakdown

Country
Total

🇺🇸 United States
38.9%
🇬🇧 United Kingdom
5%

Dividends

Dividend Yield

0.31%

8 out of 11 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BARC.L (2.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BARC.L	0.12%	2.41%	$0.08
RSG	0.05%	0.96%	$2.14
SSO	0.04%	0.87%	-
MSFT	0.03%	0.65%	$3
MA	0.03%	0.53%	$2.46
AAPL	0.02%	0.48%	$0.97
GOOG	0.02%	0.44%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MA	Pay Day	Aug 8, 2025	$0.76
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MSFT	Pay Day	Sep 11, 2025	$0.83

Performance Metrics

Score 6.9/10

Beta

0.41

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.54

Jensen's Alpha

7.01

-2

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Beta

0.41

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.54

Jensen's Alpha

7.01

-2

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

2.24

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.05

High:

NVDA

55.54

Low:

BARC.L

9.04

Details

PEG Ratio

148.67

High:

MSFT

325.82

Low:

BARC.L

19.53

Details

13.41

High:

75.39

Low:

BARC.L

0.81

Details

Price/Sales

8.99

High:

NVDA

28.57

Low:

BARC.L

1.82

Details

Price/CF

22.75

High:

NVDA

35.87

Low:

BARC.L

3.52

Details

Price/FCF

44.93

High:

AMZN

98.68

Low:

TDY

22.16

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-22.76%	Jan 2022	-	43
-20.43%	Oct 2018	Apr 2021	30
-12.18%	Feb 2014	May 2014	3
-6.24%	Jan 2016	May 2016	4
-5.21%	Feb 2018	May 2018	3
-4.52%	Aug 2015	Oct 2015	2
-3.39%	Dec 2014	Jan 2015	1
-2.82%	Sep 2021	Oct 2021	1
-2.19%	May 2021	Jul 2021	2
-1.57%	Mar 2015	Apr 2015	1
-1.33%	Nov 2017	Jan 2018	2
-1.17%	Jun 2015	Jul 2015	1
-1.15%	Jun 2016	Jul 2016	1
-0.41%	Oct 2016	Nov 2016	1
-0.15%	Jun 2018	Jul 2018	1

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsLast 10 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsLast 10 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics