Portfolio of Twistery on eToro

Twistery

🇿🇦 Stock and ETF Value Investor.

93 copiers.

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

Summary

+0.38%

This Month

+11.74%

Year To Date

+53.07%

2 Years

+109.76%

5 Years

+216.23%

10 Years

+17.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
25.12%
📊 ETFs
21.99%
🖥️ Technology Services
17.53%
💰 Finance
13.29%
🛍️ Retail Trade
11.58%
⛏️ Energy Minerals
5.82%
🍞 Consumer Non Durables
4.51%
💵 Cash
0.23%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
58.21%
🇺🇸 NYSE
30.89%
🇬🇧 LSE
10.16%
🇸🇦 Tadawul
0.59%

Countries Breakdown

Country
Total

🇺🇸 United States
61.05%
🇬🇧 United Kingdom
10.16%
🇨🇭 Switzerland
1.87%
🇹🇼 Taiwan
1.76%
🇨🇳 China
1.64%
🇮🇪 Ireland
0.8%
🇸🇦 Saudi Arabia
0.59%

Dividends

Dividend Yield

1.57%

24 out of 26 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $SAOC (6.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VGSH	0.67%	4.16%	-
CVX	0.16%	4.3%	$6.28
PEP	0.12%	3.74%	$5.15
RR.L	0.1%	0.98%	-
MSFT	0.08%	0.66%	$3
VOO	0.07%	1.22%	-
AAPL	0.05%	0.43%	$0.97
SAOC	0.04%	6.74%	$1.87
STZ	0.03%	2.77%	$3.68
JPM	0.03%	1.77%	$4.4
OXY	0.03%	2.04%	$0.8
CB	0.03%	1.35%	$3.49
BAC	0.02%	2.12%	$0.96
LMT	0.02%	2.94%	$12.45
TSM	0.02%	1.06%	$1.74
RTX	0.02%	1.66%	$2.44
GS	0.02%	1.79%	$11
GOOG	0.01%	0.36%	$0.2
BABA	0.01%	0.78%	$0.98
COST	0.01%	0.52%	$19.22
GOOGL	0.01%	0.36%	$0.2
AON	0.01%	0.76%	$2.52
V	0.01%	0.68%	$2.01
MA	0%	0.5%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
BAC	Ex-Dividend	Sep 5, 2025	$0.28
PEP	Ex-Dividend	Sep 5, 2025	$1.42
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
CVX	Pay Day	Sep 10, 2025	$1.71
OXY	Ex-Dividend	Sep 10, 2025	$0.24
MSFT	Pay Day	Sep 11, 2025	$0.83
CB	Ex-Dividend	Sep 12, 2025	$0.97
GOOG	Pay Day	Sep 15, 2025	$0.21
GOOGL	Pay Day	Sep 15, 2025	$0.21
TSM	Ex-Dividend	Sep 16, 2025	$0.82
BAC	Pay Day	Sep 26, 2025	$0.28
LMT	Pay Day	Sep 26, 2025	$3.30
GS	Pay Day	Sep 29, 2025	$4.00
PEP	Pay Day	Sep 30, 2025	$1.42
CB	Pay Day	Oct 3, 2025	$0.97
TSM	Pay Day	Oct 9, 2025	$0.82
OXY	Pay Day	Oct 15, 2025	$0.24

Performance Metrics

Score 6.5/10

Beta

1.13

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

4.74

-2

Omega Ratio

1.45

1.5

2.5

Treynor Ratio

1.23

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

0.53

0.3

0.6

Beta

1.13

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

4.74

-2

Omega Ratio

1.45

1.5

2.5

Treynor Ratio

1.23

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

0.53

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.34

High:

COST

53.88

Low:

STZ

-61.35

Details

PEG Ratio

4,843.65

High:

AAPL

24,643.1

Low:

RR.L

10.76

Details

Price/Book

8.72

High:

68.45

Low:

BAC

1.35

Details

Price/Sales

6.54

High:

17.83

Low:

CVX

1.45

Details

Price/CF

22.92

High:

BRK.B

38.23

Low:

3.27

Details

Price/FCF

53.12

High:

PEP

5,253.35

Low:

3.62

Details