Portfolio of Wealth_Flow on eToro

Wealth_Flow

🇬🇧 ETF and Stock Multi-Strategy Investor.

5 copiers.

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

Summary

+0.44%

This Month

-0.15%

Year To Date

-0.98%

2 Years

-0.98%

5 Years

-0.98%

10 Years

-0.98%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
52.66%
🚗 Consumer Durables
8.25%
💵 Cash
7.46%
🖥️ Technology Services
6.59%
🧬 Health Technology
5.4%
💻 Electronic Technology
4.85%
🚚 Transportation
3.16%
🛍️ Retail Trade
2.95%
💰 Finance
2.82%
🍞 Consumer Non Durables
2.07%
💇‍♀️ Consumer Services
1.88%
🪙 Cryptocurrencies
1.54%
🏥 Health Services
1.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
46.48%
🇺🇸 Nasdaq
30.67%
🇬🇧 LSE
6.08%
🇺🇸 Chicago Board Options Exchange
3.56%
🇩🇪 FRA
2.36%
🇨🇭 SIX
2.07%
🌍 Digital Currency
1.54%
🇭🇰 Hong Kong Exchanges
0.61%

Countries Breakdown

Country
Total

🇺🇸 United States
30.02%
🇨🇳 China
2.49%
🇩🇪 Germany
2.36%
🇬🇧 United Kingdom
2.23%
🇨🇭 Switzerland
2.07%

Dividends

Dividend Yield

1.3%

19 out of 30 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $F (6.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
F	0.21%	6.41%	$0.78
VWO	0.17%	2.81%	-
VOW3.DE	0.15%	6.37%	$9.06
DGRO	0.13%	2.21%	-
VOO	0.12%	1.22%	-
GSK	0.09%	4.03%	$1.45
NESN.ZU	0.08%	4.04%	$3
URA	0.07%	1.91%	-
BX	0.07%	2.51%	$3.36
YUMC	0.04%	1.97%	$0.58
SOXL	0.04%	1.07%	-
UNH	0.03%	2.74%	$7.74
SMH	0.02%	0.38%	-
MSFT	0.02%	0.67%	$3
ITA	0.02%	0.58%	-
GOOG	0.01%	0.35%	$0.2
CIBR	0.01%	0.25%	-
AAPL	0.01%	0.43%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
UNH	Pay Day	Sep 23, 2025	$2.21
YUMC	Pay Day	Sep 23, 2025	$0.24
NVDA	Pay Day	Oct 2, 2025	$0.01
GSK	Pay Day	Oct 9, 2025	$0.43
SMH	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 1.7/10

Beta

1.12

0.8

1.2

Sharpe Ratio

-0.24

-1

0.5

1.5

Sortino Ratio

-0.31

-1

Jensen's Alpha

-15.18

-16

4.5

Omega Ratio

0.36

1.5

2.5

Treynor Ratio

-0.32

-1

0.75

1.25

Information Ratio

-1.39

-2

0.3

0.6

Calmar Ratio

-0.08

-1

0.3

0.6

Beta

1.12

0.8

1.2

Sharpe Ratio

-0.24

-1

0.5

1.5

Sortino Ratio

-0.31

-1

Jensen's Alpha

-15.18

-16

4.5

Omega Ratio

0.36

1.5

2.5

Treynor Ratio

-0.32

-1

0.75

1.25

Information Ratio

-1.39

-2

0.3

0.6

Calmar Ratio

-0.08

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.41

High:

TSLA

196.04

Low:

NTLA

-2.48

Details

PEG Ratio

1,817.33

High:

AAPL

24,779.06

Low:

NTLA

-17.2

Details

Price/Book

10.92

High:

AAPL

54.11

Low:

VOW3.DE

0.29

Details

Price/Sales

6.57

High:

NVDA

25.49

Low:

VOW3.DE

0.15

Details

Price/CF

24.72

High:

TSLA

70.91

Low:

2.33

Details

Price/FCF

56.58

High:

03690.HK

387.81

Low:

6.04

Details