Portfolio of Twistery on eToro

Twistery

🇿🇦 Value Stock Investor.

81 copiers.

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

Summary

-3.93%

Today

-3.93%

This Month

-5.2%

Year To Date

+43.35%

2 Years

+143.98%

5 Years

+16.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
25.48%
📊 ETFs
16.51%
🖥️ Technology Services
15.91%
💰 Finance
15.18%
🛍️ Retail Trade
10.98%
⛏️ Energy Minerals
8.54%
💵 Cash
5.88%
🚚 Transportation
2.27%
💼 Commercial Services
1.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
50.2%
🇺🇸 NYSE
33.99%
🇬🇧 LSE
8.6%
🇩🇰 Copenhagen Stock Exchange
2.27%
🇸🇦 Tadawul
0.83%

Countries Breakdown

Country
Total

🇺🇸 United States
62.53%
🇬🇧 United Kingdom
8.6%
🇨🇭 Switzerland
2.51%
🇩🇰 Denmark
2.27%
🇹🇼 Taiwan
1.6%
🇮🇪 Ireland
1.04%
🇸🇦 Saudi Arabia
0.83%

Dividends

Dividend Yield

1.56%

23 out of 25 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $MAERSKB.CO (10.37%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VGSH	0.42%	4.17%	-
MAERSKB.CO	0.24%	10.37%	$515
CVX	0.21%	4.22%	$6.28
MSFT	0.09%	0.86%	$3
VOO	0.08%	1.23%	-
RR.L	0.07%	0.81%	-
AAPL	0.07%	0.49%	$0.97
SAOC	0.06%	6.74%	$1.87
CB	0.04%	1.57%	$3.49
OXY	0.04%	2.04%	$0.8
JPM	0.04%	2.19%	$4.4
DVN	0.03%	3.75%	$2.05
BAC	0.03%	2.71%	$0.96
LMT	0.03%	2.84%	$12.45
RTX	0.02%	1.92%	$2.44
GS	0.02%	2.28%	$11
TSM	0.02%	1.29%	$1.74
GOOG	0.02%	0.52%	$0.2
COST	0.01%	0.48%	$19.22
GOOGL	0.01%	0.53%	$0.2
AON	0.01%	0.68%	$2.52
V	0.01%	0.65%	$2.01
MA	0.01%	0.53%	$2.46

Next Dividends

Instrument	Type	Date	Pay Per Share
JPM	Ex-Dividend	Apr 4	$1.40
CB	Pay Day	Apr 4	$0.91
MA	Ex-Dividend	Apr 9	$0.76
OXY	Pay Day	Apr 15	$0.24
JPM	Pay Day	Apr 30	$1.40
MA	Pay Day	May 9	$0.76
MSFT	Ex-Dividend	May 15	$0.83
MSFT	Pay Day	Jun 12	$0.83
TSM	Ex-Dividend	Jun 12	$0.68
TSM	Pay Day	Jul 10	$0.68

Performance Metrics

Score 6.5/10

Beta

1.14

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.05

Jensen's Alpha

5.82

-2

Omega Ratio

1.51

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

0.5

0.3

0.6

Beta

1.14

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.05

Jensen's Alpha

5.82

-2

Omega Ratio

1.51

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

0.5

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.91

High:

COST

56.34

Low:

MAERSKB.CO

4.45

Details

PEG Ratio

286.26

High:

AON

2,389.06

Low:

MAERSKB.CO

5.87

Details

Price/Book

7.87

High:

77.15

Low:

RR.L

-70.48

Details

Price/Sales

5.68

High:

18.68

Low:

MAERSKB.CO

0.49

Details

Price/CF

24.56

High:

COST

43.11

Low:

MAERSKB.CO

2.18

Details

Price/FCF

48.47

High:

SAOC

326.13

Low:

2.82

Details