Portfolio of Uixo-Trade on eToro

Uixo-Trade

🇬🇧 Value Stock Investor.

2 copiers.

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

Summary

+0.94%

Today

+1.7%

This Month

+19.65%

Year To Date

+299.46%

2 Years

+275.36%

5 Years

+42.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
59.85%
📊 ETFs
17.57%
🪙 Cryptocurrencies
9.31%
🍞 Consumer Non Durables
5.78%
⚡ Utilities
4.95%
🧪 Process Industries
2.02%
💵 Cash
0.59%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.18%
🇬🇧 LSE
28.62%
🇺🇸 Nasdaq
11.71%
🌍 Digital Currency
9.31%
🇳🇱 Euronext Amsterdam
3.08%
🇫🇷 Euronext Paris
1.58%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
30.65%
🇺🇸 United States
26.39%
🇯🇵 Japan
5.5%
🇳🇱 Netherlands
3.08%
🇮🇳 India
2.15%
🇪🇸 Spain
1.72%
🇫🇷 France
1.58%
🇨🇦 Canada
1.54%

Dividends

Dividend Yield

3.44%

32 out of 33 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $LYB (9.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHY	0.37%	3.95%	-
HSBA.L	0.23%	5.81%	$0.49
LYB	0.19%	9.63%	$5.09
SCHD	0.18%	4.03%	-
INGA.NV	0.18%	5.7%	$1.11
LLOY.L	0.17%	4.13%	$0.03
BARC.L	0.16%	2.53%	$0.08
BATS.L	0.16%	6.85%	$2.36
C	0.15%	2.87%	$2.12
PHP.L	0.15%	7.1%	$0.06
LNC	0.13%	5.41%	$1.8
LGEN.L	0.12%	8.36%	$0.2
PRU	0.12%	5.06%	$5.1
SSE.L	0.11%	3.66%	$0.6
FRT	0.1%	4.59%	$4.36
AV.L	0.1%	5.73%	$0.33
MUFG	0.09%	1.71%	$0.23
NG.L	0.09%	4.51%	$0.57
PFG	0.09%	3.87%	$2.72
NKE	0.09%	2.52%	$1.45
CS.PA	0.08%	5.02%	$1.98
MET	0.07%	2.77%	$2.11
MFC	0.06%	3.61%	$1.13
SAN	0.04%	2.1%	$0.13
VIG	0.03%	1.86%	-
UNM	0.03%	2.08%	$1.46
AIG	0.03%	1.9%	$1.48
ALL	0.03%	1.85%	$3.62
VOO	0.03%	1.37%	-
JUST.L	0.03%	1.71%	$0.02
HIG	0.02%	1.58%	$1.84
IBN	0.01%	0.59%	$0.17

Next Dividends

Stock	Type	Date	Pay Per Share
ALL	Ex-Dividend	Jun 9, 2025	$1.00
LYB	Pay Day	Jun 9, 2025	$1.37
MET	Pay Day	Jun 10, 2025	$0.57
PRU	Pay Day	Jun 12, 2025	$1.35
AIG	Ex-Dividend	Jun 13, 2025	$0.45
MFC	Pay Day	Jun 19, 2025	$0.32
HSBA.L	Pay Day	Jun 20, 2025	$0.10
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
AIG	Pay Day	Jun 27, 2025	$0.45
PFG	Pay Day	Jun 27, 2025	$0.76
NKE	Pay Day	Jul 1, 2025	$0.40
ALL	Pay Day	Jul 1, 2025	$1.00
FRT	Ex-Dividend	Jul 1, 2025	$1.10
HIG	Pay Day	Jul 2, 2025	$0.52
LNC	Ex-Dividend	Jul 10, 2025	$0.45
FRT	Pay Day	Jul 15, 2025	$1.10
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
LNC	Pay Day	Aug 1, 2025	$0.45
BATS.L	Pay Day	Aug 1, 2025	$0.76
SSE.L	Pay Day	Sep 18, 2025	$0.58

Performance Metrics

Score 7.7/10

Beta

0.59

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.54

Jensen's Alpha

36.85

-2

Omega Ratio

1.61

1.5

2.5

Treynor Ratio

5.19

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Beta

0.59

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.54

Jensen's Alpha

36.85

-2

Omega Ratio

1.61

1.5

2.5

Treynor Ratio

5.19

0.75

1.25

Information Ratio

0.63

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

12.52

High:

LGEN.L

90.17

Low:

LNC

4.66

Details

PEG Ratio

75.63

High:

NG.L

293.95

Low:

ALL

6.42

Details

Price/Book

1.19

High:

NKE

6.61

Low:

0.74

Details

Price/Sales

1.34

High:

PHP.L

7.27

Low:

LNC

0.31

Details

Price/CF

5.2

High:

PRU

51.32

Low:

AV.L

1.83

Details

Price/FCF

8.65

High:

PHP.L

205.92

Low:

AV.L

2.08

Details