Portfolio of imsainvestments on eToro

imsainvestments

🇬🇧 Stock and ETF Multi-Strategy Investor.

14 copiers.

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

Summary

+11.38%

This Month

+11.38%

Year To Date

+48.97%

2 Years

+41.65%

5 Years

+93.63%

10 Years

+11%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
23.43%
💻 Electronic Technology
20.2%
📊 ETFs
11.48%
🛠️ Producer Manufacturing
9.45%
💰 Finance
7.95%
🧬 Health Technology
7.55%
🏭 Industrial Services
4.04%
🖥️ Technology Services
3.25%
🪙 Cryptocurrencies
3.23%
🧪 Process Industries
2.84%
💼 Commercial Services
1.83%
💇‍♀️ Consumer Services
1.51%
🍞 Consumer Non Durables
0.94%
🛍️ Retail Trade
0.93%
🚗 Consumer Durables
0.71%
🏥 Health Services
0.66%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.48%
🇺🇸 Nasdaq
30.14%
🇬🇧 LSE
7.68%
🌍 Digital Currency
3.23%
🇳🇱 Euronext Amsterdam
2.14%
🇮🇹 Borsa Italiana
1.5%
🇧🇪 Euronext Brussels
1.01%
🇨🇭 SIX
0.81%

Countries Breakdown

Country
Total

🇺🇸 United States
55.45%
🇬🇧 United Kingdom
8.27%
🇨🇦 Canada
7.99%
🇹🇼 Taiwan
2.15%
🇳🇱 Netherlands
2.14%
🇲🇽 Mexico
1.85%
🇮🇹 Italy
1.5%
🇮🇱 Israel
1.49%
🇯🇵 Japan
1.02%
🇧🇪 Belgium
1.01%
🇨🇳 China
0.85%
🇨🇭 Switzerland
0.81%
🇩🇰 Denmark
0.74%

Dividends

Dividend Yield

0.67%

45 out of 73 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BGEO.L (3.09%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GILD	0.05%	2.56%	$3.04
RPRX	0.04%	2.29%	$0.82
AU	0.04%	2.04%	$0.22
BGEO.L	0.04%	3.09%	$0.99
SRP.L	0.03%	1.44%	$0.03
KBC.BR	0.03%	2.55%	$2.91
IX	0.02%	2.38%	$3.05
NEM	0.02%	0.83%	$1.3
ROG.ZU	0.02%	2.83%	$9.6
FCX	0.02%	0.99%	$0.6
B	0.02%	1.05%	$0.4
BK	0.02%	1.72%	$1.68
TSM	0.02%	0.81%	$1.74
FRES.L	0.02%	0.87%	$0.05
AEM	0.02%	0.77%	$1.6
FTI	0.02%	0.38%	$0.2
LHX	0.02%	1.4%	$4.6
HIG	0.02%	1.69%	$1.84
ALB	0.01%	0.93%	$1.6
ANTO.L	0.01%	0.83%	$0.29
PRY.MI	0.01%	0.86%	$0.7
ASML.NV	0.01%	0.58%	$6.1
MCY	0.01%	1.42%	$1.27
TPR	0.01%	1.17%	$1.4
AVGO	0.01%	0.72%	$19.7
LLY	0.01%	0.6%	$4.86
AA	0.01%	0.64%	$0.4
GLW	0.01%	1.22%	$1.12
CAT	0.01%	0.95%	$5.31
RL	0.01%	0.99%	$3.08
KGC	0.01%	0.35%	$0.12
KLAC	0.01%	0.5%	$5.65
FOXA	0.01%	0.76%	$0.52
TKO	0.01%	1.15%	$0.48
WPM	0.01%	0.47%	$0.61
LRCX	0.01%	0.44%	$8
ENS.US	0.01%	0.6%	$0.9
GOOGL	0.01%	0.26%	$0.2
MKSI	0%	0.42%	$0.88
HCA	0%	0.62%	$2.52
MU	0%	0.12%	$0.46
TER	0%	0.22%	$0.46
REVG	0%	0.36%	$0.2
BELFB	0%	0.14%	$0.28
WDC	0%	0.14%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.5/10

Beta

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-4.92

-5

4.5

Omega Ratio

0.76

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-4.92

-5

4.5

Omega Ratio

0.76

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.39

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

35.71

High:

CAMT

163.54

Low:

-5,214.78

Details

PEG Ratio

45.38

High:

FCX

1,244.03

Low:

-4,622.6

Details

Price/Book

9.74

High:

TPR

66.5

Low:

HCA

-20.01

Details

Price/Sales

9.68

High:

ROIV

769.75

Low:

SRP.L

0.62

Details

Price/CF

19.03

High:

190.93

Low:

KBC.BR

0.93

Details

Price/FCF

44.4

High:

GLW

421.31

Low:

KBC.BR

0.99

Details