Portfolio of YieldKing on eToro

YieldKing

🇿🇦 Stock Income Smart Portfolio.

362 copiers.

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

Summary

+0.4%

This Month

+15.37%

Year To Date

+38.65%

2 Years

+110.42%

5 Years

+114.56%

10 Years

+10.01%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
36.17%
🖥️ Technology Services
18.24%
🍞 Consumer Non Durables
13.6%
⛏️ Energy Minerals
9.83%
💇‍♀️ Consumer Services
7.11%
🧬 Health Technology
4.43%
🏥 Health Services
4.09%
📦 Distribution Services
3.18%
🛠️ Producer Manufacturing
2.69%
💵 Cash
1.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.64%
🇺🇸 NYSE
33.51%
🇬🇧 LSE
22.05%
🇨🇭 SIX
6.45%
🇫🇷 Euronext Paris
2.69%

Countries Breakdown

Country
Total

🇺🇸 United States
58.31%
🇬🇧 United Kingdom
21%
🇨🇭 Switzerland
9.63%
🇮🇱 Israel
7.7%
🇫🇷 France
2.69%

Dividends

Dividend Yield

3.77%

16 out of 16 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.97%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AGNC	1.3%	13.97%	$1.44
BATS.L	0.65%	5.83%	$2.36
PLUS.L	0.44%	5.72%	$1.33
SHEL	0.39%	3.97%	$2.7
SREN.ZU	0.27%	4.25%	$6.22
BLK	0.17%	1.89%	$20.2
JNJ	0.13%	2.86%	$4.81
UNH	0.11%	2.74%	$7.74
GLEN.L	0.08%	2.61%	$0.1
SU.PA	0.05%	1.79%	$3.5
EXPE	0.04%	0.56%	-
EL	0.04%	1.57%	$2.64
GOOG	0.03%	0.35%	$0.2
MSFT	0.03%	0.67%	$3
V	0.03%	0.69%	$2.01
META	0.02%	0.27%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
AGNC	Pay Day	Sep 10, 2025	$0.12
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
EL	Pay Day	Sep 16, 2025	$0.35
EXPE	Pay Day	Sep 18, 2025	$0.40
GLEN.L	Pay Day	Sep 19, 2025	$0.05
SHEL	Pay Day	Sep 22, 2025	$0.72
UNH	Pay Day	Sep 23, 2025	$2.21
BLK	Pay Day	Sep 23, 2025	$5.21
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
BATS.L	Pay Day	Nov 7, 2025	$0.76
PLUS.L	Pay Day	Nov 11, 2025	$0.49

Performance Metrics

Score 4.4/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.8

Jensen's Alpha

-0.72

-2

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

-0.27

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.8

Jensen's Alpha

-0.72

-2

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

-0.27

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.94

High:

MSFT

37.24

Low:

-27.8

Details

PEG Ratio

207.89

High:

BLK

934.84

Low:

SREN.ZU

2.17

Details

Price/Book

6.32

High:

EXPE

32.04

Low:

SHEL

1.18

Details

Price/Sales

5.11

High:

17.68

Low:

GLEN.L

0.19

Details

Price/CF

16.87

High:

BLK

37.52

Low:

SHEL

4.5

Details