Portfolio of davidbumpstead on eToro

davidbumpstead

🇬🇧 Value 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

+0.74%

Today

+1.47%

This Month

-1.04%

Year To Date

+19.76%

2 Years

+35.54%

5 Years

+11.69%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.1%
🖥️ Technology Services
12.74%
🛍️ Retail Trade
12.43%
🛠️ Producer Manufacturing
9.02%
💼 Commercial Services
8.05%
🏥 Health Services
6.3%
🍞 Consumer Non Durables
4.68%
🧬 Health Technology
4.09%
🚗 Consumer Durables
3.88%
💰 Finance
3.75%
💵 Cash
2.63%
💻 Electronic Technology
2.58%
📦 Distribution Services
1.12%
💇‍♀️ Consumer Services
0.96%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.12%
🇺🇸 Nasdaq
26.6%
🇭🇰 Hong Kong Exchanges
7.44%
🇸🇪 Stockholm Stock Exchange
1.54%

Countries Breakdown

Country
Total

🇺🇸 United States
53.9%
🇨🇳 China
7.44%
🇬🇧 United Kingdom
3.07%
🇮🇱 Israel
2.96%
🇸🇪 Sweden
1.54%
🇲🇽 Mexico
0.69%

Dividends

Dividend Yield

1.73%

22 out of 37 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $BWMX (16.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.36%	1.29%	-
BTI	0.19%	6.31%	$2.92
FHI	0.11%	3.02%	$1.15
BWMX	0.11%	16.14%	$1.39
MO	0.11%	6.88%	$3.92
MMM	0.1%	1.96%	$5.21
SWKS	0.1%	3.9%	$2.72
EVO.ST	0.07%	4.69%	$31.03
9988.HK	0.07%	0.89%	$0.98
CVS	0.06%	4.2%	$2.54
IPG	0.06%	5.78%	$1.28
PLTK	0.05%	8.19%	$0.2
SIRI	0.05%	4.9%	$0.1
HPQ	0.04%	4.56%	$1.1
BKE	0.04%	3.26%	$1.4
ATKR	0.04%	1.9%	$0.64
TPR	0.04%	1.79%	$1.4
OMC	0.04%	3.95%	$2.8
GNTX	0.03%	2.25%	$0.48
IDCC	0.02%	0.84%	$1.6
HSII	0.02%	1.37%	$0.6
GOOGL	0.01%	0.47%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
OMC	Ex-Dividend	Jun 10, 2025	$0.70
HPQ	Ex-Dividend	Jun 11, 2025	$0.29
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
MMM	Pay Day	Jun 12, 2025	$0.73
MO	Ex-Dividend	Jun 16, 2025	$1.02
IPG	Pay Day	Jun 16, 2025	$0.33
GOOGL	Pay Day	Jun 16, 2025	$0.21
SWKS	Pay Day	Jun 17, 2025	$0.70
TPR	Pay Day	Jun 23, 2025	$0.35
PLTK	Ex-Dividend	Jun 23, 2025	$0.10
BTI	Ex-Dividend	Jun 27, 2025	$0.75
HPQ	Pay Day	Jul 2, 2025	$0.29
9988.HK	Pay Day	Jul 3, 2025	$0.25
PLTK	Pay Day	Jul 7, 2025	$0.10
OMC	Pay Day	Jul 9, 2025	$0.70
GNTX	Ex-Dividend	Jul 9, 2025	$0.12
MO	Pay Day	Jul 10, 2025	$1.02
BKE	Ex-Dividend	Jul 15, 2025	$0.35
GNTX	Pay Day	Jul 23, 2025	$0.12
BKE	Pay Day	Jul 29, 2025	$0.35
BTI	Pay Day	Aug 6, 2025	$0.75

Performance Metrics

Score 3.7/10

Beta

0.9

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.58

-1

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.58

-1

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

17.22

High:

HSII

127.96

Low:

-13.8

Details

PEG Ratio

279.7

High:

TPR

1,591.97

Low:

UIS

-5

Details

Price/Book

3.19

High:

MMM

17.63

Low:

-28.52

Details

Price/Sales

2.43

High:

IDCC

9.31

Low:

UIS

0.16

Details

Price/CF

13.4

High:

MMM

82.67

Low:

UIS

2.23

Details

Price/FCF

19.83

High:

BKE

1,399.26

Low:

UIS

2.92

Details