Portfolio of copycatcash on eToro

copycatcash

🇬🇧 Momentum Stock Investor.

12 copiers.

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

Summary

Today

-3.21%

This Month

+0.73%

Year To Date

+16.25%

2 Years

+26.13%

5 Years

+5.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
46.1%
🖥️ Technology Services
13.33%
🛍️ Retail Trade
12.67%
🍞 Consumer Non Durables
9.92%
📡 Communications
5.03%
🧬 Health Technology
3.68%
💻 Electronic Technology
3.01%
💇‍♀️ Consumer Services
2.95%
⛏️ Energy Minerals
2.77%
💵 Cash
0.54%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.78%
🇬🇧 LSE
34.94%
🇺🇸 Nasdaq
26.77%

Countries Breakdown

Country
Total

🇺🇸 United States
61.04%
🇬🇧 United Kingdom
34.94%
🇧🇲 Bermuda
3.51%

Dividends

Dividend Yield

3.56%

23 out of 26 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $MNG.L (10.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MNG.L	0.38%	10.28%	$0.2
LGEN.L	0.34%	8.61%	$0.2
IMB.L	0.33%	6.35%	$1.49
AV.L	0.29%	6.79%	$0.33
HSBA.L	0.27%	6.53%	$0.49
TCAP.L	0.26%	6.58%	$0.15
NWG.L	0.23%	4.68%	$0.17
BAKK.L	0.22%	4.51%	$0.07
T	0.21%	4.09%	$1.11
KEY	0.19%	5.75%	$0.82
PRU	0.16%	5.28%	$5.1
HBAN	0.15%	4.54%	$0.62
PSX	0.13%	4.64%	$4.3
IBM	0.12%	2.8%	$6.65
BAC	0.1%	2.73%	$0.96
WMT	0.05%	1.01%	$0.81
DIS	0.03%	1.18%	$0.75
MSFT	0.03%	0.88%	$3
LLY	0.02%	0.64%	$4.86
COST	0.02%	0.48%	$19.22
GOOG	0.02%	0.52%	$0.2
META	0.01%	0.4%	$1
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
BAKK.L	Ex-Dividend	Apr 24, 2025	$0.06
HSBA.L	Pay Day	Apr 25, 2025	$0.36
NWG.L	Pay Day	Apr 28, 2025	$0.20
T	Pay Day	May 1, 2025	$0.28
COST	Ex-Dividend	May 2, 2025	$1.30
WMT	Ex-Dividend	May 9, 2025	$0.24
MNG.L	Pay Day	May 9, 2025	$0.18
MSFT	Ex-Dividend	May 15, 2025	$0.83
COST	Pay Day	May 16, 2025	$1.30
TCAP.L	Pay Day	May 23, 2025	$0.15
WMT	Pay Day	May 27, 2025	$0.24
BAKK.L	Pay Day	May 28, 2025	$0.06
LGEN.L	Pay Day	Jun 5, 2025	$0.20
MSFT	Pay Day	Jun 12, 2025	$0.83
HBAN	Ex-Dividend	Jun 17, 2025	$0.16
DIS	Ex-Dividend	Jun 24, 2025	$0.50
HBAN	Pay Day	Jul 1, 2025	$0.16
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 4.9/10

Beta

0.39

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

0.76

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.8

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.5

0.3

0.6

Beta

0.39

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

0.76

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.8

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.5

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.97

High:

LGEN.L

86.57

Low:

KEY

-46.97

Details

PEG Ratio

138.72

High:

BAKK.L

576.27

Low:

TCAP.L

8.35

Details

Price/Book

4.82

High:

LLY

56.08

Low:

TCAP.L

0.87

Details

Price/Sales

3.34

High:

NVDA

19.21

Low:

PSX

0.29

Details

Price/CF

20.11

High:

LLY

82.96

Low:

AV.L

3.13

Details

42.9

High:

LLY

631.92

Low:

AV.L

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.87%	Jan 2022	Aug 2024	31
-6.13%	Mar 2025	-	2
-3.41%	Sep 2021	Oct 2021	1
-1.9%	Dec 2024	Jan 2025	1
-1.06%	Jun 2021	Jul 2021	1
-0.78%	Oct 2024	Nov 2024	1
-0.46%	Nov 2021	Dec 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
46.1%
🖥️ Technology Services
13.33%
🛍️ Retail Trade
12.67%
🍞 Consumer Non Durables
9.92%
📡 Communications
5.03%
🧬 Health Technology
3.68%
💻 Electronic Technology
3.01%
💇‍♀️ Consumer Services
2.95%
⛏️ Energy Minerals
2.77%
💵 Cash
0.54%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.78%
🇬🇧 LSE
34.94%
🇺🇸 Nasdaq
26.77%

Countries Breakdown

Country
Total

🇺🇸 United States
61.04%
🇬🇧 United Kingdom
34.94%
🇧🇲 Bermuda
3.51%

Dividends

Dividend Yield

3.56%

23 out of 26 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $MNG.L (10.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MNG.L	0.38%	10.28%	$0.2
LGEN.L	0.34%	8.61%	$0.2
IMB.L	0.33%	6.35%	$1.49
AV.L	0.29%	6.79%	$0.33
HSBA.L	0.27%	6.53%	$0.49
TCAP.L	0.26%	6.58%	$0.15
NWG.L	0.23%	4.68%	$0.17
BAKK.L	0.22%	4.51%	$0.07
T	0.21%	4.09%	$1.11
KEY	0.19%	5.75%	$0.82
PRU	0.16%	5.28%	$5.1
HBAN	0.15%	4.54%	$0.62
PSX	0.13%	4.64%	$4.3
IBM	0.12%	2.8%	$6.65
BAC	0.1%	2.73%	$0.96
WMT	0.05%	1.01%	$0.81
DIS	0.03%	1.18%	$0.75
MSFT	0.03%	0.88%	$3
LLY	0.02%	0.64%	$4.86
COST	0.02%	0.48%	$19.22
GOOG	0.02%	0.52%	$0.2
META	0.01%	0.4%	$1
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
BAKK.L	Ex-Dividend	Apr 24, 2025	$0.06
HSBA.L	Pay Day	Apr 25, 2025	$0.36
NWG.L	Pay Day	Apr 28, 2025	$0.20
T	Pay Day	May 1, 2025	$0.28
COST	Ex-Dividend	May 2, 2025	$1.30
WMT	Ex-Dividend	May 9, 2025	$0.24
MNG.L	Pay Day	May 9, 2025	$0.18
MSFT	Ex-Dividend	May 15, 2025	$0.83
COST	Pay Day	May 16, 2025	$1.30
TCAP.L	Pay Day	May 23, 2025	$0.15
WMT	Pay Day	May 27, 2025	$0.24
BAKK.L	Pay Day	May 28, 2025	$0.06
LGEN.L	Pay Day	Jun 5, 2025	$0.20
MSFT	Pay Day	Jun 12, 2025	$0.83
HBAN	Ex-Dividend	Jun 17, 2025	$0.16
DIS	Ex-Dividend	Jun 24, 2025	$0.50
HBAN	Pay Day	Jul 1, 2025	$0.16
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 4.9/10

Beta

0.39

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

0.76

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.8

0.75

1.25

Information Ratio

-0.31

-1

0.3

0.6

Calmar Ratio

0.5

0.3

0.6

Beta

0.39

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

0.76

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.8

0.75

1.25

Information Ratio

-0.31

-1

42.9

High:

LLY

631.92

Low:

AV.L

Details