Effective portfolio of Whiskybob66 on eToro

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Whiskybob66

🇬🇧 Stock and Index Multi-Strategy Investor.

1 copier.

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

Effective Portfolio

Summary

+0.21%

Today

+3.09%

This Month

+15.99%

Year To Date

+24.99%

2 Years

+40.05%

5 Years

+7.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
20.24%
💵 Cash
14.13%
🧬 Health Technology
8.76%
💰 Finance
7.97%
🚗 Consumer Durables
7.43%
🪨 Non Energy Minerals
5.41%
🍞 Consumer Non Durables
4.93%
💇‍♀️ Consumer Services
3.87%
🚚 Transportation
3.13%
🛍️ Retail Trade
2.7%
📊 ETFs
2.62%
🧪 Process Industries
2.26%
⛏️ Energy Minerals
2.07%
📡 Communications
1.96%
🪙 Cryptocurrencies
1.85%
🏭 Industrial Services
0.98%
💻 Electronic Technology
0.64%
🏥 Health Services
0.6%
⚡ Utilities
0.27%
💹 Forex
0.26%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
32.28%
🌍 CFD
20.24%
🇺🇸 NYSE
11.57%
🇩🇪 FRA
6.22%
🇫🇷 Euronext Paris
2.92%
🌍 Digital Currency
1.85%
🇺🇸 Nasdaq
1.36%
🇭🇰 Hong Kong Exchanges
0.98%
🇩🇰 Copenhagen Stock Exchange
0.27%
🌍 FX
0.26%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
36.29%
🇩🇪 Germany
6.22%
🇺🇸 United States
5.22%
🇫🇷 France
2.92%
🇨🇳 China
0.98%
🇱🇺 Luxembourg
0.96%
🇩🇰 Denmark
0.27%
🇿🇦 South Africa
0.12%

Dividends

Dividend Yield

2.54%

35 out of 42 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $EVR.L (17.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RIO	0.27%	6.18%	$4.34
LGEN.L	0.22%	8.32%	$0.2
ABDN.L	0.19%	7.32%	$0.15
PFE	0.17%	6.74%	$1.66
DIV	0.16%	6.3%	-
PSN.L	0.14%	5.04%	$0.6
TTE.PA	0.12%	6.04%	$3.06
TW.L	0.08%	8.51%	$0.1
PHNX.L	0.08%	8.28%	$0.53
DGE.L	0.08%	4.14%	$0.81
EVR.L	0.07%	17.85%	-
BATS.L	0.07%	6.26%	$2.36
ULVR.L	0.07%	3.39%	$1.47
CKN.L	0.07%	3.18%	$1.02
BME.L	0.06%	6.33%	$0.15
JMAT.L	0.06%	4.14%	$0.77
PAH3.DE	0.05%	5.34%	$2.56
ITV.L	0.05%	6.45%	$0.05
BT.L	0.05%	4.1%	$0.08
AZN.L	0.05%	2.31%	$2.28
DHL.DE	0.05%	4.59%	$1.85
SBRY.L	0.05%	4.53%	$0.13
0390.HK	0.05%	4.71%	$0.21
MNDI.L	0.05%	5.13%	$0.62
CPG.L	0.04%	1.81%	$0.44
BLND.L	0.04%	3.96%	$0.23
SK.PA	0.03%	3.76%	$2.62
VOD	0.03%	4.07%	$0.94
WY	0.03%	3.16%	$0.78
SSPG.L	0.02%	2.08%	$0.04
UNH	0.02%	2.91%	$7.74
BAYN.DE	0.02%	0.39%	$0.11
AAL.L	0.01%	2.35%	$0.77
ORSTED.CO	0%	0.46%	-
VALT.L	0%	-1.36%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Jul 25, 2025	$0.43
BLND.L	Pay Day	Jul 25, 2025	$0.14
CPG.L	Pay Day	Jul 31, 2025	$0.30
0390.HK	Pay Day	Jul 31, 2025	$0.02
VOD	Pay Day	Aug 1, 2025	$0.25
BME.L	Pay Day	Aug 1, 2025	$0.13
JMAT.L	Pay Day	Aug 5, 2025	$0.74
PFE	Pay Day	Sep 2, 2025	$0.43
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
TTE.PA	Pay Day	Oct 3, 2025	$0.97
BATS.L	Pay Day	Nov 7, 2025	$0.76

Performance Metrics

Score 4.8/10

Beta

0.42

0.42

0

0.8

1.2

0

2

Sharpe Ratio

0.4

0.4

0

0.5

1

1.5

1.5

Sortino Ratio

0.63

0.63

0

1

2

3

3

Jensen's Alpha

0.36

0.36

-2

0

2

4.5

4.5

Omega Ratio

0.76

0.76

0

1

1.5

2.5

2.5

Treynor Ratio

0.85

0.85

0

0.75

1.25

2

2

Information Ratio

-0.41

-0.41

-1

0.3

0.6

1

1

Calmar Ratio

0.47

0.47

0

0.3

0.6

1

1

Beta

0.42

0.42

0

0.8

1.2

0

2

Sharpe Ratio

0.4

0.4

0

0.5

1

1.5

1.5

Sortino Ratio

0.63

0.63

0

1

2

3

3

Jensen's Alpha

0.36

0.36

-2

0

2

4.5

4.5

Omega Ratio

0.76

0.76

0

1

1.5

2.5

2.5

Treynor Ratio

0.85

0.85

0

0.75

1.25

2

2

Information Ratio

-0.41

-0.41

-1

0.3

0.6

1

1

Calmar Ratio

0.47

0.47

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.39

High:

ORSTED.CO

116.95

Low:

AAL.L

-10.5

Details

PEG Ratio

166.29

High:

CKN.L

1,391.81

Low:

BLND.L

0.03

Details

Price/Book

1.93

High:

CPG.L

8.34

Low:

0390.HK

0.31

Details

Price/Sales

1.2

High:

BLND.L

7.76

Low:

0390.HK

0.08

Details

Price/CF

7.92

High:

PSN.L

46.16

Low:

PHNX.L

1.25

Details

Price/FCF

24.56

High:

WY

336.34

Low:

PHNX.L

1.44

Details

P/E Ratio

18.39

High:

ORSTED.CO

116.95

Low:

AAL.L

-10.5

Details

PEG Ratio

166.29

High:

CKN.L

1,391.81

Low:

BLND.L

0.03

Details

Price/Book

1.93

High:

CPG.L

8.34

Low:

0390.HK

0.31

Details

Price/Sales

1.2

High:

BLND.L

7.76

Low:

0390.HK

0.08

Details

Price/CF

7.92

High:

PSN.L

46.16

Low:

PHNX.L

1.25

Details

Price/FCF

24.56

High:

WY

336.34

Low:

PHNX.L

1.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-14.94%	Feb 2022	Dec 2023	22
-4.85%	Oct 2024	Apr 2025	6
-2.76%	May 2021	Aug 2021	3
-2.61%	Jan 2024	Mar 2024	2
-2.37%	Jun 2024	Jul 2024	1
-2.19%	Nov 2021	Dec 2021	1
-0.48%	Apr 2024	May 2024	1
-0.42%	Sep 2021	Oct 2021	1

Monthly Performance