Portfolio of USstockval-SWPKN on eToro

USstockval-SWPKN

🇬🇧 Stock Investor.

1 copier.

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

Summary

This Month

+3.4%

Year To Date

+3.4%

2 Years

+3.4%

5 Years

+3.4%

10 Years

+3.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
27.44%
⚡ Utilities
26.22%
🧬 Health Technology
13.71%
💵 Cash
6.96%
💻 Electronic Technology
6.92%
🛍️ Retail Trade
6.79%
💇‍♀️ Consumer Services
6.18%
💰 Finance
5.97%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.35%
🇺🇸 Nasdaq
19.87%

Countries Breakdown

Country
Total

🇺🇸 United States
86.3%
🇯🇵 Japan
6.92%

Dividends

Dividend Yield

2.26%

14 out of 14 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PEP (4.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PEP	0.27%	4.26%	$5.15
DUK	0.23%	3.38%	$4.1
SO	0.21%	3.22%	$2.82
AEP	0.2%	2.93%	$3.47
PG	0.19%	2.7%	$3.83
NEE	0.19%	3%	$1.97
MCD	0.18%	2.92%	$6.53
MRK	0.16%	2.28%	$3.04
KO	0.16%	2.26%	$1.89
CL	0.15%	2.21%	$1.96
JNJ	0.13%	1.96%	$4.81
JPM	0.11%	1.83%	$4.4
SONY	0.04%	0.62%	$0.49
COST	0.04%	0.57%	$19.22

Next Dividends

Stock	Type	Date	Pay Per Share
AEP	Ex-Dividend	Nov 10, 2026	$0.95
CL	Pay Day	Nov 13, 2026	$0.53
COST	Pay Day	Nov 13, 2026	$1.47
DUK	Ex-Dividend	Nov 14, 2026	$1.06
PG	Pay Day	Nov 16, 2026	$1.09
SO	Ex-Dividend	Nov 17, 2026	$0.76
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
NEE	Ex-Dividend	Nov 28, 2026	$0.62
MCD	Ex-Dividend	Dec 1, 2026	$1.86
PEP	Ex-Dividend	Dec 4, 2026	$1.48
KO	Ex-Dividend	Dec 15, 2026	$0.53
MRK	Ex-Dividend	Dec 15, 2026	$0.85
JPM	Ex-Dividend	Jan 6, 2027	$1.50
CL	Ex-Dividend	Jan 20, 2027	$0.53
PG	Ex-Dividend	Jan 23, 2027	$1.09
COST	Ex-Dividend	Jan 30, 2027	$1.47
SONY	Ex-Dividend	Mar 30, 2027	$0.07

Portfolio Valuation

Based on current positions

P/E Ratio

26.02

High:

MRK

152.7

Low:

SONY

-108.21

Details

PEG Ratio

2.07

High:

MCD

3.9

Low:

NEE

0.2

Details

Price/Book

4.99

High:

321.87

Low:

MCD

-178.54

Details

Price/Sales

3.38

High:

7.89

Low:

COST

1.48

Details

Price/CF

12.19

High:

COST

26.56

Low:

JPM

5.74

Details

Price/FCF

21.83

High:

NEE

2,356.18

Low:

JPM

6.46

Details

P/E Ratio

26.02

High:

MRK

152.7

Low:

SONY

-108.21

Details

PEG Ratio

2.07

High:

MCD

3.9

Low:

NEE

0.2

Details

Price/Book

4.99

High:

321.87

Low:

MCD

-178.54

Details

Price/Sales

3.38

High:

7.89

Low:

COST

1.48

Details

Price/CF

12.19

High:

COST

26.56

Low:

JPM

5.74

Details

Price/FCF

21.83

High:

NEE

2,356.18

Low:

JPM

6.46

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-4.36%	Sep 2026	Oct 2026	1

Monthly Performance

Portfolio of USstockval-SWPKN on eToro

USstockval-SWPKN

🇬🇧 Stock Investor.

1 copier.

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

Summary

This Month

+3.4%

Year To Date

+3.4%

2 Years

+3.4%

5 Years

+3.4%

10 Years

+3.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
27.44%
⚡ Utilities
26.22%
🧬 Health Technology
13.71%
💵 Cash
6.96%
💻 Electronic Technology
6.92%
🛍️ Retail Trade
6.79%
💇‍♀️ Consumer Services
6.18%
💰 Finance
5.97%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.35%
🇺🇸 Nasdaq
19.87%

Countries Breakdown

Country
Total

🇺🇸 United States
86.3%
🇯🇵 Japan
6.92%

Dividends

Dividend Yield

2.26%

14 out of 14 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PEP (4.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PEP	0.27%	4.26%	$5.15
DUK	0.23%	3.38%	$4.1
SO	0.21%	3.22%	$2.82
AEP	0.2%	2.93%	$3.47
PG	0.19%	2.7%	$3.83
NEE	0.19%	3%	$1.97
MCD	0.18%	2.92%	$6.53
MRK	0.16%	2.28%	$3.04
KO	0.16%	2.26%	$1.89
CL	0.15%	2.21%	$1.96
JNJ	0.13%	1.96%	$4.81
JPM	0.11%	1.83%	$4.4
SONY	0.04%	0.62%	$0.49
COST	0.04%	0.57%	$19.22

Next Dividends

Stock	Type	Date	Pay Per Share
AEP	Ex-Dividend	Nov 10, 2026	$0.95
CL	Pay Day	Nov 13, 2026	$0.53
COST	Pay Day	Nov 13, 2026	$1.47
DUK	Ex-Dividend	Nov 14, 2026	$1.06
PG	Pay Day	Nov 16, 2026	$1.09
SO	Ex-Dividend	Nov 17, 2026	$0.76
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
NEE	Ex-Dividend	Nov 28, 2026	$0.62
MCD	Ex-Dividend	Dec 1, 2026	$1.86
PEP	Ex-Dividend	Dec 4, 2026	$1.48
KO	Ex-Dividend	Dec 15, 2026	$0.53
MRK	Ex-Dividend	Dec 15, 2026	$0.85
JPM	Ex-Dividend	Jan 6, 2027	$1.50
CL	Ex-Dividend	Jan 20, 2027	$0.53
PG	Ex-Dividend	Jan 23, 2027	$1.09
COST	Ex-Dividend	Jan 30, 2027	$1.47
SONY	Ex-Dividend	Mar 30, 2027	$0.07

Portfolio Valuation

Based on current positions

P/E Ratio

26.02

High:

MRK

152.7

Low:

SONY

-108.21

Details

PEG Ratio

2.07

High:

MCD

3.9

Low:

NEE

0.2

Details

Price/Book

4.99

High:

321.87

Low:

MCD

-178.54

Details

Price/Sales

3.38

High:

7.89

Low:

COST

1.48

Details

Price/CF

12.19

High:

COST

26.56

Low:

JPM

5.74

Details

Price/FCF

21.83

High:

NEE

2,356.18

Low:

JPM

6.46

Details

P/E Ratio

26.02

High:

MRK

152.7

Low:

SONY

-108.21

Details

PEG Ratio

2.07

High:

MCD

3.9

Low:

NEE

0.2

Details

Price/Book

4.99

High:

321.87

Low:

MCD

-178.54

Details

Price/Sales

3.38

High:

7.89

Low:

COST

1.48

Details

Price/CF

12.19

High:

COST

26.56

Low:

JPM

5.74

Details

Price/FCF

21.83

High:

NEE

2,356.18

Low:

JPM

6.46

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-4.36%	Sep 2026	Oct 2026	1