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

This Month

+4.36%

Year To Date

-8.17%

2 Years

-30.1%

5 Years

+124.73%

10 Years

-54.67%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
18.21%
🍞 Consumer Non Durables
8.41%
📈 Indexes
7.83%
🪙 Cryptocurrencies
6.61%
🖥️ Technology Services
5.83%
🚚 Transportation
5.51%
💵 Cash
5.29%
⚡ Utilities
4.77%
⛏️ Energy Minerals
4.36%
📊 ETFs
4.31%
🚗 Consumer Durables
4.09%
🧬 Health Technology
4.03%
💇‍♀️ Consumer Services
3.07%
🛠️ Producer Manufacturing
2.62%
🧪 Process Industries
2.56%
🪨 Non Energy Minerals
2.09%
💻 Electronic Technology
1.99%
📦 Distribution Services
1.26%
📡 Communications
0.96%
🛍️ Retail Trade
0.69%
🧩 Miscellaneous
0.41%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
33.49%
🇺🇸 Nasdaq
13.38%
🇫🇷 Euronext Paris
9.99%
🌍 CFD
7.83%
🌍 Digital Currency
6.61%
🇬🇧 LSE
5.33%
🇦🇺 Sydney
5.09%
🇭🇰 Hong Kong Exchanges
2.67%
🇩🇪 FRA
2.48%
🇮🇹 Borsa Italiana
1.46%
🇫🇮 Helsinki Stock Exchange
1.25%
🌍 FX
0%

Countries Breakdown

Country
Total

🇺🇸 United States
35.59%
🇫🇷 France
9.99%
🇬🇧 United Kingdom
7.14%
🇦🇺 Australia
5.09%
🇧🇷 Brazil
2.94%
🇩🇪 Germany
2.48%
🇨🇳 China
1.49%
🇬🇷 Greece
1.35%
🇫🇮 Finland
1.25%
🇭🇰 Hong Kong
1.18%
🇮🇹 Italy
1.03%
🇮🇳 India
0.87%
🇳🇱 Netherlands
0.43%

Dividends

Dividend Yield

3.53%

57 out of 77 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $PSEC (30.43%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
INSW	0.31%	11.26%	$5.74
ORC	0.17%	27.5%	$1.56
APLE	0.13%	5.18%	$0.96
AGNC	0.13%	16.65%	$1.44
PSEC	0.13%	30.43%	$0.72
KVUE	0.12%	5.4%	$0.8
EFC	0.11%	13.67%	$1.72
EPR	0.1%	6.32%	$3.34
PBR.A	0.1%	6.08%	$2.21
KHC	0.1%	6.62%	$1.6
RNO.PA	0.1%	7.96%	$1.85
SBLK	0.09%	6.63%	$1.82
UTG.L	0.09%	7.96%	$0.35
PFE	0.08%	5.68%	$1.66
ENGI.PA	0.08%	5.76%	$1.43
RF.PA	0.08%	5.94%	$2.42
BTI	0.08%	5.35%	$2.92
PBR	0.07%	5.35%	$1.73
RIO	0.07%	5.63%	$4.34
MPT	0.07%	16%	$0.6
QAN.ASX	0.06%	4.52%	-
SHC.L	0.06%	2.96%	$0.03
MBG.DE	0.06%	8.58%	$5.3
TTE.PA	0.06%	4.16%	$3.06
O	0.06%	5.72%	$3.09
ENEL.MI	0.05%	5.25%	$0.43
VOW3.DE	0.05%	7.61%	$9.06
DNL.ASX	0.05%	3.56%	$0.09
F	0.05%	4.89%	$0.78
ORA.PA	0.05%	5.18%	$0.72
MAIN	0.05%	5.66%	$2.85
ADC	0.05%	4.73%	$2.96
BAS.DE	0.05%	4.23%	$3.4
SIRI	0.05%	3.72%	$0.1
CAP.PA	0.04%	2.66%	$3.4
BN.PA	0.04%	3.43%	$2.1
SAN.PA	0.04%	5.17%	$3.76
STAG	0.04%	4.21%	$1.47
PEP	0.04%	4.26%	$5.15
FORTUM.HE	0.04%	3.22%	$1.15
RS1.L	0.04%	2.91%	$0.22
CLX	0.04%	5.66%	$4.8
MDU	0.03%	2.87%	$0.5
LEA	0.03%	2.6%	$3.08
00001.HK	0.02%	3.52%	$2.53
MCD	0.02%	2.92%	$6.53
02196.HK	0.02%	2.69%	$0.27
WH	0.02%	2.26%	$1.46
JNJ	0.02%	1.96%	$4.81
GMG.ASX	0.02%	1.13%	$0.3
151.HK	0.02%	3.75%	$0.25
CBA.ASX	0.02%	3.07%	$4.55
TTST.L	0.02%	2.03%	$0.41
MRSH	0.02%	1.88%	$2.84
META	0.01%	0.34%	$1
AAPL	0%	0.31%	$0.97
0968.HK	0%	0.56%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
MAIN	Ex-Dividend	Nov 8, 2026	$0.26
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
AGNC	Pay Day	Nov 10, 2026	$0.12
SIRI	Ex-Dividend	Nov 10, 2026	$0.27
F	Ex-Dividend	Nov 11, 2026	$0.15
BTI	Pay Day	Nov 12, 2026	$0.83
MRSH	Pay Day	Nov 13, 2026	$0.90
CLX	Pay Day	Nov 13, 2026	$1.24
O	Pay Day	Nov 13, 2026	$0.27
ADC	Pay Day	Nov 13, 2026	$0.27
APLE	Pay Day	Nov 16, 2026	$0.08
EPR	Pay Day	Nov 16, 2026	$0.31
PSEC	Pay Day	Nov 18, 2026	$0.04
SBLK	Ex-Dividend	Nov 21, 2026	$0.50
RS1.L	Ex-Dividend	Nov 24, 2026	$0.19
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
PBR	Ex-Dividend	Nov 25, 2026	$0.11
ORC	Pay Day	Nov 27, 2026	$0.10
PSEC	Ex-Dividend	Nov 28, 2026	$0.04
AGNC	Ex-Dividend	Nov 30, 2026	$0.12
O	Ex-Dividend	Nov 30, 2026	$0.27
ADC	Ex-Dividend	Nov 30, 2026	$0.27
APLE	Ex-Dividend	Nov 30, 2026	$0.08
EPR	Ex-Dividend	Nov 30, 2026	$0.31
ORC	Ex-Dividend	Nov 30, 2026	$0.10
EFC	Ex-Dividend	Nov 30, 2026	$0.13
EFC	Pay Day	Nov 30, 2026	$0.13
MCD	Ex-Dividend	Dec 1, 2026	$1.86
LEA	Ex-Dividend	Dec 2, 2026	$0.77
PEP	Ex-Dividend	Dec 4, 2026	$1.48
KHC	Ex-Dividend	Dec 4, 2026	$0.40
DNL.ASX	Ex-Dividend	Dec 5, 2026	$0.03
MDU	Ex-Dividend	Dec 10, 2026	$0.14
MPT	Ex-Dividend	Dec 10, 2026	$0.09
INSW	Ex-Dividend	Dec 10, 2026	$0.12
ORA.PA	Ex-Dividend	Dec 11, 2026	$0.53
WH	Ex-Dividend	Dec 15, 2026	$0.43
META	Ex-Dividend	Dec 21, 2026	$0.53
KVUE	Ex-Dividend	Dec 21, 2026	$0.21
GMG.ASX	Ex-Dividend	Dec 29, 2026	$0.10
TTE.PA	Ex-Dividend	Dec 30, 2026	$1.01
STAG	Ex-Dividend	Dec 30, 2026	$0.39
MRSH	Ex-Dividend	Jan 1, 2027	$0.90
BTI	Ex-Dividend	Jan 2, 2027	$0.83
ENEL.MI	Ex-Dividend	Jan 18, 2027	$0.30
PFE	Ex-Dividend	Jan 24, 2027	$0.43
CLX	Ex-Dividend	Jan 28, 2027	$1.24
0968.HK	Ex-Dividend	Feb 13, 2027	$0.00
RIO	Ex-Dividend	Feb 14, 2027	$2.54
CBA.ASX	Ex-Dividend	Feb 17, 2027	$1.66
SHC.L	Ex-Dividend	Feb 25, 2027	$0.03
151.HK	Ex-Dividend	Feb 27, 2027	$0.02
00001.HK	Ex-Dividend	Mar 14, 2027	$0.20
UTG.L	Ex-Dividend	Mar 15, 2027	$0.34
FORTUM.HE	Ex-Dividend	Apr 1, 2027	$0.87
MBG.DE	Ex-Dividend	Apr 17, 2027	$4.06
ENGI.PA	Ex-Dividend	Apr 30, 2027	$1.58
BAS.DE	Ex-Dividend	May 4, 2027	$2.62
BN.PA	Ex-Dividend	May 4, 2027	$2.25
SAN.PA	Ex-Dividend	May 5, 2027	$4.84
RNO.PA	Ex-Dividend	May 8, 2027	$2.60
RF.PA	Ex-Dividend	May 18, 2027	$3.01
CAP.PA	Ex-Dividend	Jun 2, 2027	$4.03
VOW3.DE	Ex-Dividend	Jun 19, 2027	$6.04
02196.HK	Ex-Dividend	Jul 16, 2027	$0.04

Performance Metrics

Score 5.3/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.28

Jensen's Alpha

4.33

-2

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.28

Jensen's Alpha

4.33

-2

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.38

High:

AGNC

554.49

Low:

NET

-481.64

Details

PEG Ratio

0.86

High:

ARM

4.4

Low:

BAS.DE

Details

Price/Book

5.78

High:

CLX

118.24

Low:

MCD

-178.54

Details

Price/Sales

3.9

High:

ARM

43.06

Low:

STLAM.MI

0.08

Details

Price/CF

15.6

High:

ARM

182.53

Low:

RNO.PA

1.49

Details

Price/FCF

38.48

High:

MAIN

1,627.31

Low:

EFC

2.32

Details