Portfolio of ngarrard on eToro

ngarrard

🇬🇧 Multi-Strategy Stock 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

+0.82%

Today

+2.22%

This Month

+9.36%

Year To Date

+22.26%

2 Years

+5.66%

5 Years

+2.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
14.13%
💵 Cash
11.21%
🧬 Health Technology
9.24%
⛏️ Energy Minerals
8.78%
🖥️ Technology Services
8.77%
💼 Commercial Services
7.34%
🏭 Industrial Services
7.08%
🚚 Transportation
6.74%
🛠️ Producer Manufacturing
5.33%
🚗 Consumer Durables
3.7%
⚡ Utilities
3.63%
🍞 Consumer Non Durables
3.47%
💻 Electronic Technology
1.91%
💇‍♀️ Consumer Services
1.84%
💰 Finance
1.79%
🏥 Health Services
0.93%
🛍️ Retail Trade
0.85%
🪨 Non Energy Minerals
0.45%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.76%
🇺🇸 Nasdaq
19.51%
🇬🇧 LSE
11.2%
🇫🇷 Euronext Paris
10.24%
🇦🇺 Sydney
3.35%
🇩🇪 FRA
0.84%
🇭🇰 Hong Kong Exchanges
0.67%
🇸🇪 Stockholm Stock Exchange
0.42%

Countries Breakdown

Country
Total

🇺🇸 United States
29.79%
🇬🇧 United Kingdom
15.24%
🇫🇷 France
10.24%
🇮🇪 Ireland
3.63%
🇦🇺 Australia
3.35%
🇬🇷 Greece
2.87%
🇨🇳 China
2.09%
🇳🇱 Netherlands
1.49%
🇩🇪 Germany
0.84%
🇨🇭 Switzerland
0.77%
🇨🇦 Canada
0.69%
🇧🇷 Brazil
0.45%
🇸🇪 Sweden
0.42%

Dividends

Dividend Yield

8.39%

37 out of 51 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $FRCB (60000%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FRCB	5.67%	60000%	$1.08
BP.US	0.25%	6.5%	$1.72
SBLK	0.25%	8.6%	$1.82
MONY.L	0.16%	5.78%	$0.12
DCC.L	0.16%	4.45%	$1.97
LIO.L	0.15%	18.33%	$0.72
SMR.ASX	0.15%	8.99%	-
HAL	0.12%	3.33%	$0.66
STLA.US	0.11%	7.14%	$1.71
VOO	0.1%	1.37%	-
PFE	0.1%	7.27%	$1.66
SQQQ	0.09%	12.03%	-
TEP.PA	0.09%	4.59%	$3.85
SW.PA	0.09%	4.65%	$3.1
EZJ.L	0.08%	2.08%	$0.05
SHEL	0.08%	4.13%	$2.7
GSK	0.07%	3.83%	$1.45
CNXC	0.07%	2.29%	$1.18
CA.PA	0.06%	7.12%	$0.87
MC.PA	0.05%	2.76%	$13
JLG.ASX	0.05%	2.85%	$0.09
SPY	0.05%	1.29%	-
1044.HK	0.05%	7.01%	$1.53
P911.DE	0.05%	5.59%	$2.31
CAP.PA	0.04%	2.27%	$3.4
WFRD	0.04%	2.08%	-
CVX	0.03%	4.78%	$6.28
VET.US	0.03%	4.89%	$0.33
GPN	0.03%	1.31%	$1
HRL	0.02%	3.77%	$1.12
HRI	0.02%	2.26%	$2.6
ATKR	0.02%	1.9%	$0.64
LEN	0.02%	1.84%	$1.75
GGB	0.02%	3.47%	$0.22
TFX	0.01%	1.11%	$1.36
EL	0.01%	2.52%	$2.64
MCG.L	0%	2.42%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share
CVX	Pay Day	Jun 10, 2025	$1.71
PFE	Pay Day	Jun 13, 2025	$0.43
HRI	Pay Day	Jun 13, 2025	$0.70
GPN	Ex-Dividend	Jun 13, 2025	$0.25
EL	Pay Day	Jun 16, 2025	$0.35
TFX	Pay Day	Jun 16, 2025	$0.34
SBLK	Pay Day	Jun 20, 2025	$0.05
SHEL	Pay Day	Jun 23, 2025	$0.72
HAL	Pay Day	Jun 25, 2025	$0.17
GPN	Pay Day	Jun 27, 2025	$0.25
GSK	Pay Day	Jul 10, 2025	$0.43
HRL	Ex-Dividend	Jul 14, 2025	$0.29
DCC.L	Pay Day	Jul 17, 2025	$1.85
HRL	Pay Day	Aug 15, 2025	$0.29

Performance Metrics

Score 2.4/10

Beta

0.76

0.8

1.2

Sharpe Ratio

-0.1

-1

0.5

1.5

Sortino Ratio

-0.14

-1

Jensen's Alpha

-6.43

-7

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

-0.18

-1

0.75

1.25

Information Ratio

-0.67

-1

0.3

0.6

Calmar Ratio

0.05

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

-0.1

-1

0.5

1.5

Sortino Ratio

-0.14

-1

Jensen's Alpha

-6.43

-7

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

-0.18

-1

0.75

1.25

Information Ratio

-0.67

-1

0.3

0.6

Calmar Ratio

0.05

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.22

High:

DXCM

64.36

Low:

ELUXB.ST

-129.76

Details

PEG Ratio

179.82

High:

CAP.PA

1,302.5

Low:

ELUXB.ST

-132.54

Details

Price/Book

1.65

High:

DXCM

14.83

Low:

FRCB

Details

Price/Sales

0.88

High:

DXCM

8.42

Low:

FRCB

Details

Price/CF

7.38

High:

CVGI

74.94

Low:

MCG.L

1.87

Details

Price/FCF

18.96

High:

ELUXB.ST

240.12

Low:

DXC

2.74

Details