Portfolio of amo3686 on eToro

amo3686

🇬🇧 Stock Investor.

1 copier.

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

Summary

+0.57%

Today

+0.57%

This Month

-1.36%

Year To Date

+75.13%

2 Years

+83.06%

5 Years

+46.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.42%
💻 Electronic Technology
21.1%
🛍️ Retail Trade
15.06%
💰 Finance
8.58%
🧬 Health Technology
8.25%
💼 Commercial Services
6.7%
🍞 Consumer Non Durables
5.68%
💇‍♀️ Consumer Services
3.39%
🚗 Consumer Durables
1.93%
⛏️ Energy Minerals
0.62%
💵 Cash
0.36%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.63%
🇺🇸 NYSE
35.84%
🇬🇧 LSE
13.65%
🇭🇰 Hong Kong Exchanges
0.62%

Countries Breakdown

Country
Total

🇺🇸 United States
83.27%
🇬🇧 United Kingdom
10.26%
🇱🇺 Luxembourg
2.38%
🇯🇵 Japan
1.93%
🇨🇳 China
1.26%
🇧🇷 Brazil
0.62%

Dividends

Dividend Yield

0.72%

18 out of 26 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PBR (12.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.16%	7.71%	$2.36
KO	0.1%	2.77%	$1.89
PBR	0.08%	12.49%	$1.73
TM	0.05%	2.75%	$4.64
LLY	0.05%	0.67%	$4.86
RR.L	0.04%	0.79%	-
WMT	0.04%	1.02%	$0.81
V	0.03%	0.65%	$2.01
LSEG.L	0.03%	1.11%	$1.15
MA	0.02%	0.52%	$2.46
META	0.02%	0.35%	$1
GOOG	0.02%	0.51%	$0.2
MSFT	0.02%	0.85%	$3
COST	0.02%	0.48%	$19.22
AAPL	0.01%	0.45%	$0.97
SPGI	0.01%	0.72%	$3.62
BABA	0%	0.76%	$0.98
NVDA	0%	0.04%	$0.02

Next Dividends

Instrument	Type	Date	Pay Per Share
MA	Ex-Dividend	Apr 9	$0.76
LSEG.L	Ex-Dividend	Apr 17	$1.13
WMT	Ex-Dividend	May 9	$0.24
MA	Pay Day	May 9	$0.76
MSFT	Ex-Dividend	May 15	$0.83
LSEG.L	Pay Day	May 21	$1.13
WMT	Pay Day	May 27	$0.24
MSFT	Pay Day	Jun 12	$0.83
BATS.L	Ex-Dividend	Jun 26	$0.76
BATS.L	Pay Day	Aug 1	$0.76

Performance Metrics

Score 8.9/10

Beta

0.97

0.8

1.2

Sharpe Ratio

1.65

0.5

Sortino Ratio

3.13

Jensen's Alpha

13.87

-2

Omega Ratio

2.79

1.5

Treynor Ratio

2.17

0.75

1.25

Information Ratio

1.4

0.3

0.6

Calmar Ratio

4.6

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

1.65

0.5

Sortino Ratio

3.13

Jensen's Alpha

13.87

-2

Omega Ratio

2.79

1.5

Treynor Ratio

2.17

0.75

1.25

Information Ratio

1.4

0.3

0.6

Calmar Ratio

4.6

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.27

High:

FLTR.L

911.13

Low:

6.92

Details

PEG Ratio

149.54

High:

RR.L

695.57

Low:

SMCI

17.42

Details

Price/Book

9.98

High:

77.31

Low:

RR.L

-72.68

Details

Price/Sales

6.13

High:

DUOL

21.66

Low:

0.74

Details

Price/CF

29.29

High:

LLY

82.96

Low:

PBR

2.35

Details