Portfolio of YieldKing on eToro

YieldKing

🇿🇦 Stock Income Smart Portfolio.

399 copiers.

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

Summary

-1.19%

This Month

+7.55%

Year To Date

+41.98%

2 Years

+72.53%

5 Years

+153.23%

10 Years

+11.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.99%
🖥️ Technology Services
17.81%
🍞 Consumer Non Durables
12.01%
⛏️ Energy Minerals
10%
💇‍♀️ Consumer Services
6.51%
📦 Distribution Services
5.83%
🧬 Health Technology
5.35%
🏥 Health Services
4.38%
🛠️ Producer Manufacturing
2.81%
💻 Electronic Technology
2.6%
💵 Cash
1.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.68%
🇺🇸 NYSE
31.59%
🇬🇧 LSE
25.71%
🇨🇭 SIX
4.5%
🇫🇷 Euronext Paris
2.81%

Countries Breakdown

Country
Total

🇺🇸 United States
55.8%
🇬🇧 United Kingdom
20.09%
🇨🇭 Switzerland
10.33%
🇮🇱 Israel
10.26%
🇫🇷 France
2.81%

Dividends

Dividend Yield

3.29%

16 out of 18 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.99%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AGNC	1.09%	13.99%	$1.44
BATS.L	0.57%	5.65%	$2.36
PLUS.L	0.36%	3.68%	$1.33
SHEL	0.34%	3.41%	$2.7
SREN.ZU	0.24%	5.34%	$6.22
BLK	0.15%	2.16%	$20.2
GLEN.L	0.12%	2.08%	$0.1
JNJ	0.11%	2.29%	$4.81
UNH	0.1%	2.25%	$7.74
EXPE	0.05%	0.78%	-
SU.PA	0.04%	1.52%	$3.5
EL	0.03%	1.71%	$2.64
V	0.02%	0.81%	$2.01
GOOG	0.02%	0.23%	$0.2
MSFT	0.02%	0.83%	$3
META	0.01%	0.34%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
JNJ	Pay Day	Jun 9, 2026	$1.34
AGNC	Pay Day	Jun 9, 2026	$0.12
MSFT	Pay Day	Jun 11, 2026	$0.91
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
EL	Pay Day	Jun 15, 2026	$0.35
EXPE	Pay Day	Jun 18, 2026	$0.48
BLK	Pay Day	Jun 23, 2026	$5.73
META	Pay Day	Jun 25, 2026	$0.53
SHEL	Pay Day	Jun 29, 2026	$0.78
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
PLUS.L	Pay Day	Jul 9, 2026	$0.43
BATS.L	Pay Day	Aug 14, 2026	$0.83
GLEN.L	Ex-Dividend	Aug 26, 2026	$0.09
GLEN.L	Pay Day	Sep 18, 2026	$0.09

Performance Metrics

Score 5/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.31

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.31

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.31

High:

GLEN.L

265.22

Low:

INTC

-178.48

Details

PEG Ratio

83.95

High:

META

376.16

Low:

INTC

-207.36

Details

Price/Book

6.54

High:

EXPE

47.33

Low:

AGNC

1.16

Details

Price/Sales

5.52

High:

14.26

Low:

GLEN.L

0.39

Details

Price/CF

17.37

High:

BLK

38.12

Low:

EXPE

5.79

Details

Price/FCF

52.5

High:

BLK

570.8

Low:

EXPE

7.22

Details

P/E Ratio

26.31

High:

GLEN.L

265.22

Low:

INTC

-178.48

Details

PEG Ratio

83.95

High:

META

376.16

Low:

INTC

-207.36

Details

Price/Book

6.54

High:

EXPE

47.33

Low:

AGNC

1.16

Details

Price/Sales

5.52

High:

14.26

Low:

GLEN.L

0.39

Details

Price/CF

17.37

High:

BLK

38.12

Low:

EXPE

5.79

Details

Price/FCF

52.5

High:

BLK

570.8

Low:

EXPE

7.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.83%	Jan 2020	Nov 2020	10
-19.4%	Apr 2022	Nov 2023	19
-17.28%	Sep 2018	Dec 2019	15
-7.36%	Feb 2025	Jun 2025	4
-5.29%	Nov 2021	Jan 2022	2
-4.31%	Feb 2026	Apr 2026	2
-3.14%	Apr 2024	Jul 2024	3
-2.93%	Oct 2024	Nov 2024	1
-2.9%	Jan 2024	Mar 2024	2
-2.66%	Dec 2024	Jan 2025	1
-2.26%	Sep 2021	Oct 2021	1
-1.99%	Jun 2021	Jul 2021	1
-1.61%	May 2026	-	2
-1.19%	Feb 2022	Mar 2022	1
-0.68%	Mar 2018	Apr 2018	1
-0.12%	Jan 2018	Feb 2018	1

Monthly Performance

Portfolio of YieldKing on eToro

YieldKing

🇿🇦 Stock Income Smart Portfolio.

399 copiers.

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

Summary

-1.19%

This Month

+7.55%

Year To Date

+41.98%

2 Years

+72.53%

5 Years

+153.23%

10 Years

+11.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
31.99%
🖥️ Technology Services
17.81%
🍞 Consumer Non Durables
12.01%
⛏️ Energy Minerals
10%
💇‍♀️ Consumer Services
6.51%
📦 Distribution Services
5.83%
🧬 Health Technology
5.35%
🏥 Health Services
4.38%
🛠️ Producer Manufacturing
2.81%
💻 Electronic Technology
2.6%
💵 Cash
1.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
34.68%
🇺🇸 NYSE
31.59%
🇬🇧 LSE
25.71%
🇨🇭 SIX
4.5%
🇫🇷 Euronext Paris
2.81%

Countries Breakdown

Country
Total

🇺🇸 United States
55.8%
🇬🇧 United Kingdom
20.09%
🇨🇭 Switzerland
10.33%
🇮🇱 Israel
10.26%
🇫🇷 France
2.81%

Dividends

Dividend Yield

3.29%

16 out of 18 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $AGNC (13.99%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AGNC	1.09%	13.99%	$1.44
BATS.L	0.57%	5.65%	$2.36
PLUS.L	0.36%	3.68%	$1.33
SHEL	0.34%	3.41%	$2.7
SREN.ZU	0.24%	5.34%	$6.22
BLK	0.15%	2.16%	$20.2
GLEN.L	0.12%	2.08%	$0.1
JNJ	0.11%	2.29%	$4.81
UNH	0.1%	2.25%	$7.74
EXPE	0.05%	0.78%	-
SU.PA	0.04%	1.52%	$3.5
EL	0.03%	1.71%	$2.64
V	0.02%	0.81%	$2.01
GOOG	0.02%	0.23%	$0.2
MSFT	0.02%	0.83%	$3
META	0.01%	0.34%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
JNJ	Pay Day	Jun 9, 2026	$1.34
AGNC	Pay Day	Jun 9, 2026	$0.12
MSFT	Pay Day	Jun 11, 2026	$0.91
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
EL	Pay Day	Jun 15, 2026	$0.35
EXPE	Pay Day	Jun 18, 2026	$0.48
BLK	Pay Day	Jun 23, 2026	$5.73
META	Pay Day	Jun 25, 2026	$0.53
SHEL	Pay Day	Jun 29, 2026	$0.78
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
PLUS.L	Pay Day	Jul 9, 2026	$0.43
BATS.L	Pay Day	Aug 14, 2026	$0.83
GLEN.L	Ex-Dividend	Aug 26, 2026	$0.09
GLEN.L	Pay Day	Sep 18, 2026	$0.09

Performance Metrics

Score 5/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.31

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

0.31

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.31

High:

GLEN.L

265.22

Low:

INTC

-178.48

Details

PEG Ratio

83.95

High:

META

376.16

Low:

INTC

-207.36

Details

Price/Book

6.54

High:

EXPE

47.33

Low:

AGNC

1.16

Details

Price/Sales

5.52

High:

14.26

Low:

GLEN.L

0.39

Details

Price/CF

17.37

High:

BLK

38.12

Low:

EXPE

5.79

Details

Price/FCF

52.5

High:

BLK

570.8

Low:

EXPE

7.22

Details

P/E Ratio

26.31

High:

GLEN.L

265.22

Low:

INTC

-178.48

Details

PEG Ratio

83.95

High:

META

376.16

Low:

INTC

-207.36

Details

Price/Book

6.54

High:

EXPE

47.33

Low:

AGNC

1.16

Details

Price/Sales

5.52

High:

14.26

Low:

GLEN.L

0.39

Details

Price/CF

17.37

High:

BLK

38.12

Low:

EXPE

5.79

Details

Price/FCF

52.5

High:

BLK

570.8

Low:

EXPE

7.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.83%	Jan 2020	Nov 2020	10
-19.4%	Apr 2022	Nov 2023	19
-17.28%	Sep 2018	Dec 2019	15
-7.36%	Feb 2025	Jun 2025	4
-5.29%	Nov 2021	Jan 2022	2
-4.31%	Feb 2026	Apr 2026	2
-3.14%	Apr 2024	Jul 2024	3
-2.93%	Oct 2024	Nov 2024	1
-2.9%	Jan 2024	Mar 2024	2
-2.66%	Dec 2024	Jan 2025	1
-2.26%	Sep 2021	Oct 2021	1
-1.99%	Jun 2021	Jul 2021	1
-1.61%	May 2026	-	2
-1.19%	Feb 2022	Mar 2022	1
-0.68%	Mar 2018	Apr 2018	1
-0.12%	Jan 2018	Feb 2018	1