Portfolio of iswiftyee on eToro

iswiftyee

🇦🇺 Stock Multi-Strategy 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

+3.58%

This Month

+4.5%

Year To Date

+12.48%

2 Years

-27.73%

5 Years

-99.97%

10 Years

-56.8%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.81%
💵 Cash
16.65%
🍞 Consumer Non Durables
7.32%
🪙 Cryptocurrencies
6.92%
⚡ Utilities
5.31%
🚚 Transportation
4.55%
📊 ETFs
4.49%
🖥️ Technology Services
4.18%
⛏️ Energy Minerals
4.06%
🚗 Consumer Durables
3.83%
💇‍♀️ Consumer Services
3.38%
🧬 Health Technology
3.18%
💻 Electronic Technology
2.8%
🪨 Non Energy Minerals
2.66%
🧪 Process Industries
2.35%
🛠️ Producer Manufacturing
2.33%
📡 Communications
1.2%
📦 Distribution Services
0.98%
🧩 Miscellaneous
0.73%
🛍️ Retail Trade
0.66%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.42%
🇺🇸 Nasdaq
12.61%
🌍 Digital Currency
6.92%
🇫🇷 Euronext Paris
6.47%
🇬🇧 LSE
5.35%
🇦🇺 Sydney
5.19%
🇭🇰 Hong Kong Exchanges
3.54%
🇩🇪 FRA
3.05%
🇮🇹 Borsa Italiana
1.95%
🇫🇮 Helsinki Stock Exchange
1.21%
🌍 FX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
33.25%
🇬🇧 United Kingdom
7.52%
🇫🇷 France
6.47%
🇦🇺 Australia
5.19%
🇩🇪 Germany
3.05%
🇧🇷 Brazil
2.78%
🇨🇳 China
2.1%
🇭🇰 Hong Kong
1.44%
🇫🇮 Finland
1.21%
🇮🇳 India
1.17%
🇬🇷 Greece
1.17%
🇮🇹 Italy
1.13%
🇳🇱 Netherlands
0.81%

Dividends

Dividend Yield

3.07%

54 out of 72 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $ORC (20.57%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORC	0.19%	20.57%	$1.56
PSEC	0.14%	19.49%	$0.72
APLE	0.13%	7.32%	$0.96
AGNC	0.13%	13.38%	$1.44
PBR.A	0.11%	7.19%	$2.21
EFC	0.11%	11.97%	$1.72
INSW	0.11%	5.66%	$5.74
PBR	0.1%	8.07%	$1.73
EPR	0.1%	6.25%	$3.34
KVUE	0.09%	4.73%	$0.8
ENGI.PA	0.08%	4.78%	$1.43
UTG.L	0.08%	7.36%	$0.35
PFE	0.08%	6.24%	$1.66
BTI	0.08%	5.8%	$2.92
STLAM.MI	0.08%	9.25%	$1.55
VOW3.DE	0.07%	7.05%	$9.06
MBG.DE	0.06%	6.75%	$5.3
MPT	0.06%	6.48%	$0.6
RIO	0.06%	4%	$4.34
QAN.ASX	0.06%	3.95%	-
TTE.PA	0.06%	4.5%	$3.06
ENEL.MI	0.06%	5.04%	$0.43
O	0.06%	4.98%	$3.09
SHC.L	0.05%	2.65%	$0.03
F	0.05%	4.68%	$0.78
ORA.PA	0.05%	4.24%	$0.72
BAS.DE	0.05%	4.24%	$3.4
MAIN	0.05%	5.59%	$2.85
ADC	0.05%	3.91%	$2.96
DNL.ASX	0.04%	3.72%	$0.09
BN.PA	0.04%	3.31%	$2.1
SAN.PA	0.04%	5.03%	$3.76
SIRI	0.04%	3.97%	$0.1
FORTUM.HE	0.04%	3.49%	$1.15
PEP	0.04%	3.63%	$5.15
STAG	0.04%	3.77%	$1.47
RS1.L	0.04%	3.73%	$0.22
CLX	0.04%	4.81%	$4.8
MDU	0.03%	2.52%	$0.5
LEA	0.03%	2.39%	$3.08
151.HK	0.03%	3.52%	$0.25
SBLK	0.03%	2.34%	$1.82
00001.HK	0.02%	3.6%	$2.53
MCD	0.02%	2.36%	$6.53
GMG.ASX	0.02%	1.01%	$0.3
WH	0.02%	1.85%	$1.46
TTST.L	0.02%	1.54%	$0.41
0968.HK	0.02%	1.62%	$0.23
02196.HK	0.02%	1.76%	$0.27
CBA.ASX	0.02%	2.74%	$4.55
MRSH	0.02%	2.07%	$2.84
META	0.01%	0.31%	$1
AAPL	0%	0.38%	$0.97
EA	0%	0.37%	$0.76

Next Dividends

Stock	Type	Date	Pay Per Share
SHC.L	Ex-Dividend	Apr 23, 2026	$0.03
PSEC	Ex-Dividend	Apr 28, 2026	$0.04
AGNC	Ex-Dividend	Apr 30, 2026	$0.12
O	Ex-Dividend	Apr 30, 2026	$0.27
ADC	Ex-Dividend	Apr 30, 2026	$0.27
APLE	Ex-Dividend	Apr 30, 2026	$0.08
EPR	Ex-Dividend	Apr 30, 2026	$0.31
ORC	Ex-Dividend	Apr 30, 2026	$0.10
EFC	Ex-Dividend	Apr 30, 2026	$0.13
BAS.DE	Ex-Dividend	May 4, 2026	$2.62
BN.PA	Ex-Dividend	May 4, 2026	$2.25
SAN.PA	Ex-Dividend	May 5, 2026	$4.84
BAS.DE	Pay Day	May 6, 2026	$2.62
BN.PA	Pay Day	May 6, 2026	$2.25
SAN.PA	Pay Day	May 7, 2026	$4.84
CLX	Pay Day	May 8, 2026	$1.24
MAIN	Ex-Dividend	May 8, 2026	$0.26
AGNC	Pay Day	May 11, 2026	$0.12
ADC	Pay Day	May 14, 2026	$0.27
MRSH	Pay Day	May 15, 2026	$0.90
O	Pay Day	May 15, 2026	$0.27
MAIN	Pay Day	May 15, 2026	$0.26
APLE	Pay Day	May 15, 2026	$0.08
EPR	Pay Day	May 15, 2026	$0.31
PSEC	Pay Day	May 19, 2026	$0.04
SHC.L	Pay Day	May 22, 2026	$0.03
00001.HK	Ex-Dividend	May 27, 2026	$0.20
ORC	Pay Day	May 28, 2026	$0.10
UTG.L	Pay Day	May 29, 2026	$0.34
EFC	Pay Day	May 29, 2026	$0.13
ORA.PA	Ex-Dividend	Jun 11, 2026	$0.53
00001.HK	Pay Day	Jun 11, 2026	$0.20
ORA.PA	Pay Day	Jun 15, 2026	$0.53
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
TTE.PA	Pay Day	Jul 2, 2026	$1.01
BTI	Ex-Dividend	Jul 10, 2026	$0.83
ENEL.MI	Ex-Dividend	Jul 20, 2026	$0.30
ENEL.MI	Pay Day	Jul 22, 2026	$0.30
BTI	Pay Day	Aug 19, 2026	$0.83

Performance Metrics

Score 2.7/10

Beta

0.48

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.21

-20

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-2.76

-3

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

-0.56

-1

0.3

0.6

Beta

0.48

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.21

-20

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-2.76

-3

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

-0.56

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.35

High:

ARM

233.31

Low:

NET

-695.45

Details

PEG Ratio

87.35

High:

151.HK

828.85

Low:

CRSR

-60.73

Details

Price/Book

5.05

High:

NET

49.39

Low:

MCD

-121.85

Details

Price/Sales

3.33

High:

ARM

40.07

Low:

STLAM.MI

0.14

Details

Price/CF

13.99

High:

ENGI.PA

216.75

Low:

PBR.A

2.12

Details

Price/FCF

38.2

High:

MAIN

664.56

Low:

EFC

4.58

Details

P/E Ratio

28.35

High:

ARM

233.31

Low:

NET

-695.45

Details

PEG Ratio

87.35

High:

151.HK

828.85

Low:

CRSR

-60.73

Details

Price/Book

5.05

High:

NET

49.39

Low:

MCD

-121.85

Details

Price/Sales

3.33

High:

ARM

40.07

Low:

STLAM.MI

0.14

Details

Price/CF

13.99

High:

ENGI.PA

216.75

Low:

PBR.A

2.12

Details

Price/FCF

38.2

High:

MAIN

664.56

Low:

EFC

4.58

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-99.99%	Jun 2016	-	119

Monthly Performance

Portfolio of iswiftyee on eToro

iswiftyee

🇦🇺 Stock Multi-Strategy 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

+3.58%

This Month

+4.5%

Year To Date

+12.48%

2 Years

-27.73%

5 Years

-99.97%

10 Years

-56.8%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.81%
💵 Cash
16.65%
🍞 Consumer Non Durables
7.32%
🪙 Cryptocurrencies
6.92%
⚡ Utilities
5.31%
🚚 Transportation
4.55%
📊 ETFs
4.49%
🖥️ Technology Services
4.18%
⛏️ Energy Minerals
4.06%
🚗 Consumer Durables
3.83%
💇‍♀️ Consumer Services
3.38%
🧬 Health Technology
3.18%
💻 Electronic Technology
2.8%
🪨 Non Energy Minerals
2.66%
🧪 Process Industries
2.35%
🛠️ Producer Manufacturing
2.33%
📡 Communications
1.2%
📦 Distribution Services
0.98%
🧩 Miscellaneous
0.73%
🛍️ Retail Trade
0.66%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.42%
🇺🇸 Nasdaq
12.61%
🌍 Digital Currency
6.92%
🇫🇷 Euronext Paris
6.47%
🇬🇧 LSE
5.35%
🇦🇺 Sydney
5.19%
🇭🇰 Hong Kong Exchanges
3.54%
🇩🇪 FRA
3.05%
🇮🇹 Borsa Italiana
1.95%
🇫🇮 Helsinki Stock Exchange
1.21%
🌍 FX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
33.25%
🇬🇧 United Kingdom
7.52%
🇫🇷 France
6.47%
🇦🇺 Australia
5.19%
🇩🇪 Germany
3.05%
🇧🇷 Brazil
2.78%
🇨🇳 China
2.1%
🇭🇰 Hong Kong
1.44%
🇫🇮 Finland
1.21%
🇮🇳 India
1.17%
🇬🇷 Greece
1.17%
🇮🇹 Italy
1.13%
🇳🇱 Netherlands
0.81%

Dividends

Dividend Yield

3.07%

54 out of 72 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $ORC (20.57%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ORC	0.19%	20.57%	$1.56
PSEC	0.14%	19.49%	$0.72
APLE	0.13%	7.32%	$0.96
AGNC	0.13%	13.38%	$1.44
PBR.A	0.11%	7.19%	$2.21
EFC	0.11%	11.97%	$1.72
INSW	0.11%	5.66%	$5.74
PBR	0.1%	8.07%	$1.73
EPR	0.1%	6.25%	$3.34
KVUE	0.09%	4.73%	$0.8
ENGI.PA	0.08%	4.78%	$1.43
UTG.L	0.08%	7.36%	$0.35
PFE	0.08%	6.24%	$1.66
BTI	0.08%	5.8%	$2.92
STLAM.MI	0.08%	9.25%	$1.55
VOW3.DE	0.07%	7.05%	$9.06
MBG.DE	0.06%	6.75%	$5.3
MPT	0.06%	6.48%	$0.6
RIO	0.06%	4%	$4.34
QAN.ASX	0.06%	3.95%	-
TTE.PA	0.06%	4.5%	$3.06
ENEL.MI	0.06%	5.04%	$0.43
O	0.06%	4.98%	$3.09
SHC.L	0.05%	2.65%	$0.03
F	0.05%	4.68%	$0.78
ORA.PA	0.05%	4.24%	$0.72
BAS.DE	0.05%	4.24%	$3.4
MAIN	0.05%	5.59%	$2.85
ADC	0.05%	3.91%	$2.96
DNL.ASX	0.04%	3.72%	$0.09
BN.PA	0.04%	3.31%	$2.1
SAN.PA	0.04%	5.03%	$3.76
SIRI	0.04%	3.97%	$0.1
FORTUM.HE	0.04%	3.49%	$1.15
PEP	0.04%	3.63%	$5.15
STAG	0.04%	3.77%	$1.47
RS1.L	0.04%	3.73%	$0.22
CLX	0.04%	4.81%	$4.8
MDU	0.03%	2.52%	$0.5
LEA	0.03%	2.39%	$3.08
151.HK	0.03%	3.52%	$0.25
SBLK	0.03%	2.34%	$1.82
00001.HK	0.02%	3.6%	$2.53
MCD	0.02%	2.36%	$6.53
GMG.ASX	0.02%	1.01%	$0.3
WH	0.02%	1.85%	$1.46
TTST.L	0.02%	1.54%	$0.41
0968.HK	0.02%	1.62%	$0.23
02196.HK	0.02%	1.76%	$0.27
CBA.ASX	0.02%	2.74%	$4.55
MRSH	0.02%	2.07%	$2.84
META	0.01%	0.31%	$1
AAPL	0%	0.38%	$0.97
EA	0%	0.37%	$0.76

Next Dividends

Stock	Type	Date	Pay Per Share
SHC.L	Ex-Dividend	Apr 23, 2026	$0.03
PSEC	Ex-Dividend	Apr 28, 2026	$0.04
AGNC	Ex-Dividend	Apr 30, 2026	$0.12
O	Ex-Dividend	Apr 30, 2026	$0.27
ADC	Ex-Dividend	Apr 30, 2026	$0.27
APLE	Ex-Dividend	Apr 30, 2026	$0.08
EPR	Ex-Dividend	Apr 30, 2026	$0.31
ORC	Ex-Dividend	Apr 30, 2026	$0.10
EFC	Ex-Dividend	Apr 30, 2026	$0.13
BAS.DE	Ex-Dividend	May 4, 2026	$2.62
BN.PA	Ex-Dividend	May 4, 2026	$2.25
SAN.PA	Ex-Dividend	May 5, 2026	$4.84
BAS.DE	Pay Day	May 6, 2026	$2.62
BN.PA	Pay Day	May 6, 2026	$2.25
SAN.PA	Pay Day	May 7, 2026	$4.84
CLX	Pay Day	May 8, 2026	$1.24
MAIN	Ex-Dividend	May 8, 2026	$0.26
AGNC	Pay Day	May 11, 2026	$0.12
ADC	Pay Day	May 14, 2026	$0.27
MRSH	Pay Day	May 15, 2026	$0.90
O	Pay Day	May 15, 2026	$0.27
MAIN	Pay Day	May 15, 2026	$0.26
APLE	Pay Day	May 15, 2026	$0.08
EPR	Pay Day	May 15, 2026	$0.31
PSEC	Pay Day	May 19, 2026	$0.04
SHC.L	Pay Day	May 22, 2026	$0.03
00001.HK	Ex-Dividend	May 27, 2026	$0.20
ORC	Pay Day	May 28, 2026	$0.10
UTG.L	Pay Day	May 29, 2026	$0.34
EFC	Pay Day	May 29, 2026	$0.13
ORA.PA	Ex-Dividend	Jun 11, 2026	$0.53
00001.HK	Pay Day	Jun 11, 2026	$0.20
ORA.PA	Pay Day	Jun 15, 2026	$0.53
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
TTE.PA	Pay Day	Jul 2, 2026	$1.01
BTI	Ex-Dividend	Jul 10, 2026	$0.83
ENEL.MI	Ex-Dividend	Jul 20, 2026	$0.30
ENEL.MI	Pay Day	Jul 22, 2026	$0.30
BTI	Pay Day	Aug 19, 2026	$0.83

Performance Metrics

Score 2.7/10

Beta

0.48

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.21

-20

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-2.76

-3

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

-0.56

-1

0.3

0.6

Beta

0.48

0.8

1.2

Sharpe Ratio

-0.23

-1

0.5

1.5

Sortino Ratio

-0.28

-1

Jensen's Alpha

-19.21

-20

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

-2.76

-3

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

MAIN

664.56

Low:

EFC

4.58

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-99.99%	Jun 2016	-	119