Effective portfolio of lee88eng on eToro

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lee88eng

🇬🇧 Stock Investor.

129 copiers.

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

Effective Portfolio

Summary

+0.32%

Today

+1.27%

This Month

-0.52%

Year To Date

+14.58%

2 Years

+46.91%

5 Years

+16.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
31.6%
📈 Indexes
13.76%
🚗 Consumer Durables
9.54%
🖥️ Technology Services
9.34%
🧪 Process Industries
6.37%
🧬 Health Technology
4.42%
💼 Commercial Services
4.04%
💰 Finance
3.7%
🛍️ Retail Trade
3.53%
⚡ Utilities
3.15%
📊 ETFs
3.13%
⛏️ Energy Minerals
3.13%
🛠️ Producer Manufacturing
0.21%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.1%
🌍 Digital Currency
31.6%
🇺🇸 Nasdaq
15.33%
🌍 CFD
13.76%
🇬🇧 LSE
3.13%

Countries Breakdown

Country
Total

🇺🇸 United States
47.22%
🇮🇱 Israel
0.21%

Dividends

Dividend Yield

-0.1%

9 out of 15 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $LQDE.L (5.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LQDE.L	0.16%	5.03%	-
XOM	0.15%	4.73%	$3.76
BLK	0.08%	2.1%	$20.2
ARIS	0.06%	2.03%	$0.38
ECL	0.06%	0.95%	$2.24
INTU	0.03%	0.54%	$3.6
MTCH	0.03%	1.87%	-
SPGI	0.03%	0.73%	$3.62
F	-0.7%	-7.36%	$-0.78

Next Dividends

Stock	Type	Date	Pay Per Share
BLK	Ex-Dividend	Jun 5, 2025	$5.21
XOM	Pay Day	Jun 10, 2025	$0.99
SPGI	Pay Day	Jun 11, 2025	$0.96
ECL	Ex-Dividend	Jun 17, 2025	$0.65
BLK	Pay Day	Jun 23, 2025	$5.21
MTCH	Ex-Dividend	Jul 3, 2025	$0.19
INTU	Ex-Dividend	Jul 10, 2025	$1.04
ECL	Pay Day	Jul 15, 2025	$0.65
INTU	Pay Day	Jul 18, 2025	$1.04
MTCH	Pay Day	Jul 18, 2025	$0.19

Performance Metrics

Score 6.4/10

Beta

0.83

0.83

0

0.8

1.2

0

2

Sharpe Ratio

0.48

0.48

0

0.5

1

1.5

1.5

Sortino Ratio

1.02

1.02

0

1

2

3

3

Jensen's Alpha

17.32

17.32

-2

0

2

18

18

Omega Ratio

1.45

1.45

0

1

1.5

2.5

2.5

Treynor Ratio

2.42

2.42

0

0.75

1.25

3

3

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

0.24

0.24

0

0.3

0.6

1

1

Beta

0.83

0.83

0

0.8

1.2

0

2

Sharpe Ratio

0.48

0.48

0

0.5

1

1.5

1.5

Sortino Ratio

1.02

1.02

0

1

2

3

3

Jensen's Alpha

17.32

17.32

-2

0

2

18

18

Omega Ratio

1.45

1.45

0

1

1.5

2.5

2.5

Treynor Ratio

2.42

2.42

0

0.75

1.25

3

3

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

0.24

0.24

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.69

High:

INTU

62.22

Low:

TWLO

-570.85

Details

PEG Ratio

231.88

High:

IDXX

1,043.55

Low:

TWLO

-600.73

Details

Price/Book

4.49

High:

IDXX

29.32

Low:

MTCH

-41.43

Details

Price/Sales

2.33

High:

INTU

11.86

Low:

F

0.22

Details

Price/CF

14.85

High:

SEDG

103.23

Low:

F

2.27

Details

Price/FCF

53.41

High:

SEDG

476.9

Low:

F

6.36

Details

P/E Ratio

27.69

High:

INTU

62.22

Low:

TWLO

-570.85

Details

PEG Ratio

231.88

High:

IDXX

1,043.55

Low:

TWLO

-600.73

Details

Price/Book

4.49

High:

IDXX

29.32

Low:

MTCH

-41.43

Details

Price/Sales

2.33

High:

INTU

11.86

Low:

F

0.22

Details

Price/CF

14.85

High:

SEDG

103.23

Low:

F

2.27

Details

Price/FCF

53.41

High:

SEDG

476.9

Low:

F

6.36

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-67.25%	Mar 2014	May 2017	38
-28.41%	Nov 2021	-	44
-16.18%	Aug 2018	Jul 2019	11
-13.54%	Feb 2020	Apr 2020	2
-5.95%	Feb 2018	May 2018	3
-5.52%	Sep 2020	Nov 2020	2
-4.59%	Sep 2017	Nov 2017	2
-3.24%	Jul 2017	Aug 2017	1
-1.8%	Aug 2019	Jan 2020	5
-1.48%	Dec 2017	Jan 2018	1

Monthly Performance