Portfolio of Twistery on eToro

Twistery

🇿🇦 Value Stock Investor.

90 copiers.

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

Summary

-0.17%

Today

+0.48%

This Month

+1.83%

Year To Date

+33.73%

2 Years

+128.55%

5 Years

+16.98%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.38%
📊 ETFs
18.18%
💵 Cash
16.78%
🖥️ Technology Services
16.55%
💰 Finance
13.97%
🛍️ Retail Trade
10.38%
⛏️ Energy Minerals
5.76%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.68%
🇺🇸 NYSE
28.66%
🇬🇧 LSE
9.2%
🇸🇦 Tadawul
0.69%

Countries Breakdown

Country
Total

🇺🇸 United States
55.46%
🇬🇧 United Kingdom
9.2%
🇨🇭 Switzerland
2.14%
🇹🇼 Taiwan
1.69%
🇮🇪 Ireland
0.87%
🇸🇦 Saudi Arabia
0.69%

Dividends

Dividend Yield

1.26%

21 out of 23 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	0.51%	4.14%	-
CVX	0.18%	4.87%	$6.28
VOO	0.08%	1.37%	-
MSFT	0.08%	0.69%	$3
RR.L	0.06%	0.68%	-
AAPL	0.05%	0.5%	$0.97
SAOC	0.05%	6.74%	$1.87
JPM	0.03%	2.02%	$4.4
OXY	0.03%	2.18%	$0.8
CB	0.03%	1.27%	$3.49
BAC	0.02%	2.34%	$0.96
LMT	0.02%	2.75%	$12.45
RTX	0.02%	1.85%	$2.44
TSM	0.02%	1.11%	$1.74
GS	0.02%	1.98%	$11
GOOG	0.02%	0.47%	$0.2
COST	0.01%	0.47%	$19.22
GOOGL	0.01%	0.48%	$0.2
AON	0.01%	0.75%	$2.52
V	0.01%	0.62%	$2.01
MA	0%	0.49%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
CVX	Pay Day	Jun 10, 2025	$1.71
OXY	Ex-Dividend	Jun 10, 2025	$0.24
MSFT	Pay Day	Jun 12, 2025	$0.83
RTX	Pay Day	Jun 12, 2025	$0.68
TSM	Ex-Dividend	Jun 12, 2025	$0.68
CB	Ex-Dividend	Jun 13, 2025	$0.97
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
BAC	Pay Day	Jun 27, 2025	$0.26
LMT	Pay Day	Jun 27, 2025	$3.30
GS	Pay Day	Jun 27, 2025	$3.00
JPM	Ex-Dividend	Jul 3, 2025	$1.40
CB	Pay Day	Jul 3, 2025	$0.97
TSM	Pay Day	Jul 10, 2025	$0.68
OXY	Pay Day	Jul 15, 2025	$0.24
JPM	Pay Day	Jul 31, 2025	$1.40

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

5.21

-2

Omega Ratio

1.47

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

0.5

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

5.21

-2

Omega Ratio

1.47

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

0.5

0.3

0.6

Calmar Ratio

0.5

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.54

High:

COST

59.65

Low:

JPM

12.97

Details

PEG Ratio

294.71

High:

RR.L

795.43

Low:

20.27

Details

Price/Book

8.02

High:

79.68

Low:

RR.L

-83.11

Details

Price/Sales

5.97

High:

19.31

Low:

CVX

1.25

Details

Price/CF

21.39

High:

BRK.B

37.15

Low:

3.2

Details

Price/FCF

48.85

High:

SAOC

326.13

Low:

3.63

Details