Portfolio of adamnaeem on eToro

adamnaeem

🇬🇧 Stock and ETF Value Investor.

52 copiers.

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

Summary

-1.21%

This Month

+11.76%

Year To Date

+73.81%

2 Years

+128.75%

5 Years

+141.43%

10 Years

+19.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
27.6%
💻 Electronic Technology
21.93%
📊 ETFs
12.01%
🖥️ Technology Services
11.2%
💰 Finance
6.38%
📡 Communications
5.91%
🚗 Consumer Durables
3.01%
🛍️ Retail Trade
2.37%
🪨 Non Energy Minerals
1.79%
🍞 Consumer Non Durables
1.66%
🧬 Health Technology
1.62%
⚡ Utilities
0.91%
💼 Commercial Services
0.76%
⛏️ Energy Minerals
0.66%
❓ Other
0.64%
🚚 Transportation
0.59%
🛠️ Producer Manufacturing
0.49%
🏥 Health Services
0.35%
💵 Cash
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
41.35%
🇺🇸 NYSE
35.71%
🇬🇧 LSE
19.83%
🇭🇰 Hong Kong Exchanges
1.08%
🇦🇪 Dubai Financial Market
0.64%
🇨🇭 SIX
0.63%
🇫🇷 Euronext Paris
0.63%

Countries Breakdown

Country
Total

🇺🇸 United States
44.64%
🇬🇧 United Kingdom
6.97%
🇹🇼 Taiwan
3.16%
🇨🇳 China
1.75%
🇦🇺 Australia
0.7%
🇳🇱 Netherlands
0.7%
🇨🇭 Switzerland
0.63%
🇫🇷 France
0.63%
🇮🇱 Israel
0.45%

Dividends

Dividend Yield

0.45%

37 out of 67 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $RIO.L (4.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.07%	0.97%	-
QQQ	0.03%	0.39%	-
RR.L	0.03%	0.66%	-
RIO.L	0.02%	4.16%	$3.41
TSM	0.02%	0.68%	$1.74
ULVR.L	0.02%	3.67%	$1.47
BHP.L	0.02%	3.04%	$1.26
ROP.ZU	0.02%	2.75%	$9.6
XOM	0.02%	2.53%	$3.76
2899.HK	0.02%	2.69%	$0.27
LMT	0.02%	2.55%	$12.45
PG	0.01%	2.93%	$3.83
MSFT	0.01%	0.74%	$3
V	0.01%	0.71%	$2.01
OR.PA	0.01%	1.91%	$6.6
BA.L	0.01%	1.79%	$0.3
DUK	0.01%	3.64%	$4.1
AZN.L	0.01%	1.9%	$2.28
MA	0.01%	0.6%	$2.46
UNH	0.01%	2.38%	$7.74
BAC	0.01%	1.94%	$0.96
JPM	0.01%	1.72%	$4.4
GOOGL	0.01%	0.24%	$0.2
META	0.01%	0.31%	$1
BABA	0.01%	0.91%	$0.98
QCOM	0.01%	2.01%	$3.25
AAPL	0.01%	0.32%	$0.97
MCO	0%	0.84%	$3.24
AVGO	0%	0.71%	$19.7
CEG	0%	0.64%	-
AXP	0%	1.14%	$2.6
ASML	0%	0.44%	$5.57
NVDA	0%	0.13%	$0.02
LLY	0%	0.58%	$4.86
01211.HK	0%	0.51%	$3.41
ISF.L	0%	0.03%	-
VRT	0%	0.09%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.9/10

Beta

1.32

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

2.51

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

2.51

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.45

High:

ARM

382.08

Low:

RKLB

-245.35

Details

PEG Ratio

-0.92

High:

ARM

2,952.5

Low:

RKLB

-1,227.64

Details

Price/Book

9.64

High:

FTNT

116.82

Low:

SPCE

0.94

Details

Price/Sales

8.79

High:

QBTS

593.26

Low:

01211.HK

0.86

Details

Price/CF

22.48

High:

PLTR

138.09

Low:

JPM

5.39

Details

Price/FCF

51.28

High:

BABA

1,196.17

Low:

JPM

6.1

Details

P/E Ratio

31.45

High:

ARM

382.08

Low:

RKLB

-245.35

Details

PEG Ratio

-0.92

High:

ARM

2,952.5

Low:

RKLB

-1,227.64

Details

Price/Book

9.64

High:

FTNT

116.82

Low:

SPCE

0.94

Details

Price/Sales

8.79

High:

QBTS

593.26

Low:

01211.HK

0.86

Details

Price/CF

22.48

High:

PLTR

138.09

Low:

JPM

5.39

Details

Price/FCF

51.28

High:

BABA

1,196.17

Low:

JPM

6.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-49.98%	Nov 2021	Feb 2024	27
-12.58%	Jun 2026	-	4
-11.34%	Feb 2026	May 2026	3
-10.29%	Feb 2025	Jun 2025	4
-8.23%	Nov 2025	Jan 2026	2
-7.09%	Jun 2021	Sep 2021	3
-5.86%	Apr 2024	May 2024	1
-2.18%	Apr 2021	May 2021	1
-2.15%	Dec 2024	Jan 2025	1
-1.44%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of adamnaeem on eToro

adamnaeem

🇬🇧 Stock and ETF Value Investor.

52 copiers.

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

Summary

-1.21%

This Month

+11.76%

Year To Date

+73.81%

2 Years

+128.75%

5 Years

+141.43%

10 Years

+19.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
27.6%
💻 Electronic Technology
21.93%
📊 ETFs
12.01%
🖥️ Technology Services
11.2%
💰 Finance
6.38%
📡 Communications
5.91%
🚗 Consumer Durables
3.01%
🛍️ Retail Trade
2.37%
🪨 Non Energy Minerals
1.79%
🍞 Consumer Non Durables
1.66%
🧬 Health Technology
1.62%
⚡ Utilities
0.91%
💼 Commercial Services
0.76%
⛏️ Energy Minerals
0.66%
❓ Other
0.64%
🚚 Transportation
0.59%
🛠️ Producer Manufacturing
0.49%
🏥 Health Services
0.35%
💵 Cash
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
41.35%
🇺🇸 NYSE
35.71%
🇬🇧 LSE
19.83%
🇭🇰 Hong Kong Exchanges
1.08%
🇦🇪 Dubai Financial Market
0.64%
🇨🇭 SIX
0.63%
🇫🇷 Euronext Paris
0.63%

Countries Breakdown

Country
Total

🇺🇸 United States
44.64%
🇬🇧 United Kingdom
6.97%
🇹🇼 Taiwan
3.16%
🇨🇳 China
1.75%
🇦🇺 Australia
0.7%
🇳🇱 Netherlands
0.7%
🇨🇭 Switzerland
0.63%
🇫🇷 France
0.63%
🇮🇱 Israel
0.45%

Dividends

Dividend Yield

0.45%

37 out of 67 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $RIO.L (4.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.07%	0.97%	-
QQQ	0.03%	0.39%	-
RR.L	0.03%	0.66%	-
RIO.L	0.02%	4.16%	$3.41
TSM	0.02%	0.68%	$1.74
ULVR.L	0.02%	3.67%	$1.47
BHP.L	0.02%	3.04%	$1.26
ROP.ZU	0.02%	2.75%	$9.6
XOM	0.02%	2.53%	$3.76
2899.HK	0.02%	2.69%	$0.27
LMT	0.02%	2.55%	$12.45
PG	0.01%	2.93%	$3.83
MSFT	0.01%	0.74%	$3
V	0.01%	0.71%	$2.01
OR.PA	0.01%	1.91%	$6.6
BA.L	0.01%	1.79%	$0.3
DUK	0.01%	3.64%	$4.1
AZN.L	0.01%	1.9%	$2.28
MA	0.01%	0.6%	$2.46
UNH	0.01%	2.38%	$7.74
BAC	0.01%	1.94%	$0.96
JPM	0.01%	1.72%	$4.4
GOOGL	0.01%	0.24%	$0.2
META	0.01%	0.31%	$1
BABA	0.01%	0.91%	$0.98
QCOM	0.01%	2.01%	$3.25
AAPL	0.01%	0.32%	$0.97
MCO	0%	0.84%	$3.24
AVGO	0%	0.71%	$19.7
CEG	0%	0.64%	-
AXP	0%	1.14%	$2.6
ASML	0%	0.44%	$5.57
NVDA	0%	0.13%	$0.02
LLY	0%	0.58%	$4.86
01211.HK	0%	0.51%	$3.41
ISF.L	0%	0.03%	-
VRT	0%	0.09%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.9/10

Beta

1.32

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

2.51

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

2.51

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

1,196.17

Low:

JPM

6.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-49.98%	Nov 2021	Feb 2024	27
-12.58%	Jun 2026	-	4
-11.34%	Feb 2026	May 2026	3
-10.29%	Feb 2025	Jun 2025	4
-8.23%	Nov 2025	Jan 2026	2
-7.09%	Jun 2021	Sep 2021	3
-5.86%	Apr 2024	May 2024	1
-2.18%	Apr 2021	May 2021	1
-2.15%	Dec 2024	Jan 2025	1
-1.44%	Oct 2024	Nov 2024	1