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

-0.83%

This Month

+12.72%

Year To Date

+29.12%

2 Years

+29.29%

5 Years

+69.99%

10 Years

+8.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
17.71%
💻 Electronic Technology
17.41%
📊 ETFs
11.47%
🛠️ Producer Manufacturing
9.25%
🧬 Health Technology
9.25%
💰 Finance
7.79%
🏭 Industrial Services
6.64%
🖥️ Technology Services
5.61%
⚡ Utilities
3.11%
🧪 Process Industries
2.51%
🪙 Cryptocurrencies
2.14%
💼 Commercial Services
1.83%
🏥 Health Services
1.63%
🛍️ Retail Trade
0.95%
💵 Cash
0.94%
⛏️ Energy Minerals
0.94%
📦 Distribution Services
0.89%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.41%
🇺🇸 Nasdaq
32.17%
🇬🇧 LSE
5.88%
🌍 Digital Currency
2.14%
🇳🇱 Euronext Amsterdam
2.05%
🇮🇹 Borsa Italiana
1.54%
🇧🇪 Euronext Brussels
1.07%
🇩🇪 FRA
1.05%
🇨🇭 SIX
0.82%

Countries Breakdown

Country
Total

🇺🇸 United States
54.26%
🇨🇦 Canada
9.54%
🇬🇧 United Kingdom
8.13%
🇹🇼 Taiwan
2.17%
🇰🇾 Cayman Islands
2.12%
🇳🇱 Netherlands
2.05%
🇮🇹 Italy
1.54%
🇲🇽 Mexico
1.13%
🇧🇪 Belgium
1.07%
🇩🇪 Germany
1.05%
🇩🇰 Denmark
0.86%
🇨🇭 Switzerland
0.82%
🇮🇱 Israel
0.78%

Dividends

Dividend Yield

0.85%

42 out of 68 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $MPLX (7.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CWEN	0.09%	5.16%	$1.6
MPLX	0.08%	7.12%	$3.33
GILD	0.06%	2.57%	$3.04
AU	0.05%	2.64%	$0.22
RPRX	0.05%	2.25%	$0.82
BGEO.L	0.05%	3.12%	$0.99
CNP	0.03%	2.29%	$0.79
SRP.L	0.03%	1.63%	$0.03
KBC.BR	0.03%	2.73%	$2.91
NEM	0.03%	1.11%	$1.3
ROG.ZU	0.03%	3.13%	$9.6
B	0.02%	1.29%	$0.4
TSM	0.02%	0.92%	$1.74
BK	0.02%	1.76%	$1.68
ALB	0.02%	1.37%	$1.6
AEM	0.02%	0.94%	$1.6
FTI	0.02%	0.43%	$0.2
HIG	0.02%	1.64%	$1.84
PAAS	0.02%	1.06%	$0.4
ANTO.L	0.01%	1.01%	$0.29
PRY.MI	0.01%	0.95%	$0.7
FRES.L	0.01%	1.28%	$0.05
ASML.NV	0.01%	0.69%	$6.1
MCY	0.01%	1.41%	$1.27
KGX.DE	0.01%	1.24%	$0.7
LLY	0.01%	0.59%	$4.86
KGC	0.01%	0.46%	$0.12
CAT	0.01%	0.97%	$5.31
GOOGL	0.01%	0.26%	$0.2
KLAC	0.01%	0.61%	$5.65
WPM	0.01%	0.62%	$0.61
ENS.US	0.01%	0.68%	$0.9
AVGO	0.01%	0.62%	$19.7
MKSI	0.01%	0.54%	$0.88
HCA	0%	0.59%	$2.52
MU	0%	0.2%	$0.46
MCK	0%	0.38%	$2.48
HWM	0%	0.23%	$0.19
TER	0%	0.24%	$0.46
WDC	0%	0.28%	-
PWR	0%	0.09%	$0.35
GEV	0%	0.12%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CNP	Pay Day	Dec 11, 2025	$0.22
TSM	Ex-Dividend	Dec 11, 2025	$0.84
AEM	Pay Day	Dec 15, 2025	$0.40
EWY	Pay Day	Dec 20, 2025	$0.00
SMH	Pay Day	Dec 24, 2025	$0.00
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 3.5/10

Beta

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-5.09

-6

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-5.09

-6

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.38

High:

TWLO

307.32

Low:

-83.61

Details

PEG Ratio

74.93

High:

CNP

478.12

Low:

ALB

-87.56

Details

Price/Book

9.26

High:

LLY

41.09

Low:

MCK

-57.43

Details

Price/Sales

7.58

High:

ROIV

693.38

Low:

MCK

0.26

Details

Price/CF

19.28

High:

190.93

Low:

KBC.BR

0.93

Details

Price/FCF

49.09

High:

CNP

2,846

Low:

KBC.BR

0.99

Details