Portfolio of Uixo-Trade on eToro

Uixo-Trade

🇬🇧 Stock and ETF Value 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

+0.03%

Today

+2.23%

This Month

+23.5%

Year To Date

+302.3%

2 Years

+287.44%

5 Years

+42.38%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
43.26%
📊 ETFs
39.77%
🪙 Cryptocurrencies
6.82%
🍞 Consumer Non Durables
4.27%
⚡ Utilities
3.45%
🧪 Process Industries
1.5%
🏭 Industrial Services
0.67%
💵 Cash
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.66%
🇺🇸 Nasdaq
31.14%
🇬🇧 LSE
18.97%
🌍 Digital Currency
6.82%
🇳🇱 Euronext Amsterdam
2.13%
🇫🇷 Euronext Paris
1.01%

Countries Breakdown

Country
Total

🇺🇸 United States
21.93%
🇬🇧 United Kingdom
20.46%
🇯🇵 Japan
3.47%
🇳🇱 Netherlands
2.13%
🇨🇦 Canada
1.6%
🇮🇳 India
1.38%
🇪🇸 Spain
1.16%
🇫🇷 France
1.01%

Dividends

Dividend Yield

3.66%

38 out of 39 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $SDIV (10.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHY	0.88%	3.95%	-
SHV	0.35%	4.69%	-
SDIV	0.15%	10.78%	-
HSBA.L	0.15%	5.41%	$0.49
LYB	0.12%	8.24%	$5.09
SCHD	0.12%	3.97%	-
INGA.NV	0.11%	5.35%	$1.11
LLOY.L	0.11%	4.1%	$0.03
BARC.L	0.11%	2.41%	$0.08
BATS.L	0.1%	6.31%	$2.36
C	0.1%	2.43%	$2.12
PHP.L	0.09%	7.32%	$0.06
MUFG	0.09%	2.56%	$0.23
LNC	0.08%	5.22%	$1.8
VIG	0.08%	1.79%	-
LGEN.L	0.08%	8.32%	$0.2
PRU	0.08%	5.09%	$5.1
O	0.07%	5.51%	$3.09
SSE.L	0.07%	3.32%	$0.6
MAIN	0.07%	4.63%	$2.85
FRT	0.06%	4.58%	$4.36
NG.L	0.06%	4.39%	$0.57
AV.L	0.06%	5.61%	$0.33
PFG	0.06%	3.69%	$2.72
NKE	0.06%	2.08%	$1.45
STAG	0.05%	4.13%	$1.47
CS.PA	0.05%	5.13%	$1.98
MET	0.04%	2.87%	$2.11
MFC	0.04%	3.79%	$1.13
PBA	0.03%	5.19%	$1.99
SAN	0.02%	1.98%	$0.13
UNM	0.02%	2.14%	$1.46
AIG	0.02%	2.03%	$1.48
ALL	0.02%	1.99%	$3.62
VOO	0.02%	1.29%	-
JUST.L	0.02%	1.93%	$0.02
HIG	0.01%	1.65%	$1.84
IBN	0.01%	0.64%	$0.17

Next Dividends

Stock	Type	Date	Pay Per Share
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
UNM	Ex-Dividend	Jul 25, 2025	$0.46
STAG	Ex-Dividend	Jul 31, 2025	$0.12
LNC	Pay Day	Aug 1, 2025	$0.45
O	Ex-Dividend	Aug 1, 2025	$0.27
C	Ex-Dividend	Aug 4, 2025	$0.60
MET	Ex-Dividend	Aug 5, 2025	$0.57
MAIN	Ex-Dividend	Aug 8, 2025	$0.26
UNM	Pay Day	Aug 15, 2025	$0.46
PHP.L	Pay Day	Aug 15, 2025	$0.02
O	Pay Day	Aug 15, 2025	$0.27
MAIN	Pay Day	Aug 15, 2025	$0.26
STAG	Pay Day	Aug 15, 2025	$0.12
C	Pay Day	Aug 22, 2025	$0.60
ALL	Ex-Dividend	Aug 29, 2025	$1.00
MET	Pay Day	Sep 9, 2025	$0.57
SSE.L	Pay Day	Sep 18, 2025	$0.58
ALL	Pay Day	Oct 1, 2025	$1.00
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
BATS.L	Pay Day	Nov 7, 2025	$0.76

Performance Metrics

Score 7.7/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.55

Jensen's Alpha

36.07

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

5.27

0.75

1.25

Information Ratio

0.61

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.55

Jensen's Alpha

36.07

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

5.27

0.75

1.25

Information Ratio

0.61

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

13.67

High:

LGEN.L

89.02

Low:

LNC

4.9

Details

PEG Ratio

159.89

High:

2,024.14

Low:

ALL

6.14

Details

Price/Book

1.26

High:

NKE

8.42

Low:

BARC.L

0.81

Details

Price/Sales

1.45

High:

MAIN

9.54

Low:

LNC

0.33

Details

Price/CF

5.44

High:

PRU

51.32

Low:

AV.L

1.83

Details

Price/FCF

9.59

High:

MAIN

455.52

Low:

AV.L

2.08

Details

P/E Ratio

13.67

High:

LGEN.L

89.02

Low:

LNC

4.9

Details

Worst Drawdowns

Depth	Start	End	Total months
-45.86%	Nov 2021	Nov 2023	24
-25.29%	Mar 2021	Aug 2021	5
-20.22%	Mar 2024	Aug 2024	5
-1.2%	Sep 2024	Oct 2024	1
-0.3%	Jan 2025	Feb 2025	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
43.26%
📊 ETFs
39.77%
🪙 Cryptocurrencies
6.82%
🍞 Consumer Non Durables
4.27%
⚡ Utilities
3.45%
🧪 Process Industries
1.5%
🏭 Industrial Services
0.67%
💵 Cash
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.66%
🇺🇸 Nasdaq
31.14%
🇬🇧 LSE
18.97%
🌍 Digital Currency
6.82%
🇳🇱 Euronext Amsterdam
2.13%
🇫🇷 Euronext Paris
1.01%

Countries Breakdown

Country
Total

🇺🇸 United States
21.93%
🇬🇧 United Kingdom
20.46%
🇯🇵 Japan
3.47%
🇳🇱 Netherlands
2.13%
🇨🇦 Canada
1.6%
🇮🇳 India
1.38%
🇪🇸 Spain
1.16%
🇫🇷 France
1.01%

Dividends

Dividend Yield

3.66%

38 out of 39 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $SDIV (10.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHY	0.88%	3.95%	-
SHV	0.35%	4.69%	-
SDIV	0.15%	10.78%	-
HSBA.L	0.15%	5.41%	$0.49
LYB	0.12%	8.24%	$5.09
SCHD	0.12%	3.97%	-
INGA.NV	0.11%	5.35%	$1.11
LLOY.L	0.11%	4.1%	$0.03
BARC.L	0.11%	2.41%	$0.08
BATS.L	0.1%	6.31%	$2.36
C	0.1%	2.43%	$2.12
PHP.L	0.09%	7.32%	$0.06
MUFG	0.09%	2.56%	$0.23
LNC	0.08%	5.22%	$1.8
VIG	0.08%	1.79%	-
LGEN.L	0.08%	8.32%	$0.2
PRU	0.08%	5.09%	$5.1
O	0.07%	5.51%	$3.09
SSE.L	0.07%	3.32%	$0.6
MAIN	0.07%	4.63%	$2.85
FRT	0.06%	4.58%	$4.36
NG.L	0.06%	4.39%	$0.57
AV.L	0.06%	5.61%	$0.33
PFG	0.06%	3.69%	$2.72
NKE	0.06%	2.08%	$1.45
STAG	0.05%	4.13%	$1.47
CS.PA	0.05%	5.13%	$1.98
MET	0.04%	2.87%	$2.11
MFC	0.04%	3.79%	$1.13
PBA	0.03%	5.19%	$1.99
SAN	0.02%	1.98%	$0.13
UNM	0.02%	2.14%	$1.46
AIG	0.02%	2.03%	$1.48
ALL	0.02%	1.99%	$3.62
VOO	0.02%	1.29%	-
JUST.L	0.02%	1.93%	$0.02
HIG	0.01%	1.65%	$1.84
IBN	0.01%	0.64%	$0.17

Next Dividends

Stock	Type	Date	Pay Per Share
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
UNM	Ex-Dividend	Jul 25, 2025	$0.46
STAG	Ex-Dividend	Jul 31, 2025	$0.12
LNC	Pay Day	Aug 1, 2025	$0.45
O	Ex-Dividend	Aug 1, 2025	$0.27
C	Ex-Dividend	Aug 4, 2025	$0.60
MET	Ex-Dividend	Aug 5, 2025	$0.57
MAIN	Ex-Dividend	Aug 8, 2025	$0.26
UNM	Pay Day	Aug 15, 2025	$0.46
PHP.L	Pay Day	Aug 15, 2025	$0.02
O	Pay Day	Aug 15, 2025	$0.27
MAIN	Pay Day	Aug 15, 2025	$0.26
STAG	Pay Day	Aug 15, 2025	$0.12
C	Pay Day	Aug 22, 2025	$0.60
ALL	Ex-Dividend	Aug 29, 2025	$1.00
MET	Pay Day	Sep 9, 2025	$0.57
SSE.L	Pay Day	Sep 18, 2025	$0.58
ALL	Pay Day	Oct 1, 2025	$1.00
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
BATS.L	Pay Day	Nov 7, 2025	$0.76

Performance Metrics

Score 7.7/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.55

Jensen's Alpha

36.07

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

5.27

0.75

1.25

Information Ratio

0.61

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.55

Jensen's Alpha

36.07

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

5.27

0.75

1.25

Information Ratio

0.61

0.3

0.6

Calmar Ratio

0.77

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

13.67

High:

LGEN.L

89.02

Low:

LNC

4.9

Details

159.89

High:

2,024.14

Low:

ALL

6.14

Details

Price/Book

1.26

High:

NKE

8.42

Low:

BARC.L

0.81

Details

Price/Sales

1.45

High:

MAIN

9.54

Low:

LNC

0.33

Details

Price/CF

5.44

High:

PRU

51.32

Low:

AV.L

1.83

Details

Price/FCF

9.59

High:

MAIN

455.52

Low:

AV.L

2.08

Details

Depth

Start

End

Total months

-45.86%

Nov 2021

Nov 2023

-25.29%

Mar 2021

Aug 2021

-20.22%

Mar 2024

Aug 2024

-1.2%

Sep 2024

Oct 2024

-0.3%

Jan 2025

Feb 2025

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics