Portfolio of ngarrard on eToro

ngarrard

🇬🇧 Stock and ETF 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

-0.1%

Today

+0.66%

This Month

+11.6%

Year To Date

+18.71%

2 Years

+7.82%

5 Years

+2.69%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
21.33%
📊 ETFs
14.63%
🖥️ Technology Services
12.04%
⛏️ Energy Minerals
7.61%
🧬 Health Technology
7.22%
💼 Commercial Services
5.79%
🏭 Industrial Services
4.74%
🚚 Transportation
3.22%
🛠️ Producer Manufacturing
2.8%
💰 Finance
2.69%
⚡ Utilities
2.68%
🚗 Consumer Durables
2.63%
🍞 Consumer Non Durables
2.14%
💻 Electronic Technology
1.83%
💇‍♀️ Consumer Services
1.66%
🏥 Health Services
0.91%
🛍️ Retail Trade
0.79%
🪨 Non Energy Minerals
0.44%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.73%
🇺🇸 Nasdaq
15.32%
🇫🇷 Euronext Paris
8.64%
🇬🇧 LSE
6.19%
🇦🇺 Sydney
1.98%
🇩🇪 FRA
0.84%
🇭🇰 Hong Kong Exchanges
0.71%
🇸🇪 Stockholm Stock Exchange
0.4%

Countries Breakdown

Country
Total

🇺🇸 United States
28.58%
🇫🇷 France
8.64%
🇬🇧 United Kingdom
7.46%
🇬🇷 Greece
3.12%
🇮🇪 Ireland
2.68%
🇨🇳 China
2.13%
🇦🇺 Australia
1.98%
🇳🇱 Netherlands
1.39%
🇩🇪 Germany
0.84%
🇨🇭 Switzerland
0.79%
🇨🇦 Canada
0.74%
🇧🇷 Brazil
0.44%
🇸🇪 Sweden
0.4%

Dividends

Dividend Yield

6.95%

36 out of 50 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $FRCB (72000%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FRCB	4.62%	72000%	$1.08
SBLK	0.24%	7.81%	$1.82
BP.US	0.24%	5.9%	$1.72
LIO.L	0.15%	19.52%	$0.72
SMR.ASX	0.14%	7.15%	-
DCC.L	0.12%	4.29%	$1.97
STLA.US	0.11%	7.6%	$1.71
PFE	0.1%	7.05%	$1.66
TEP.PA	0.09%	4.96%	$3.85
HAL	0.09%	3.21%	$0.66
SW.PA	0.08%	5.01%	$3.1
VOO	0.08%	1.29%	-
CNXC	0.07%	2.3%	$1.18
GSK	0.07%	4.37%	$1.45
CA.PA	0.06%	7.58%	$0.87
SQQQ	0.05%	12.03%	-
MONY.L	0.05%	6.05%	$0.12
IPG	0.05%	5.5%	$1.28
P911.DE	0.05%	5.55%	$2.31
1044.HK	0.05%	6.46%	$1.53
CAP.PA	0.04%	2.52%	$3.4
HRI	0.04%	2.16%	$2.6
WFRD	0.04%	1.87%	-
OMC	0.04%	3.98%	$2.8
MRK	0.03%	4.03%	$3.04
CVX	0.03%	4.46%	$6.28
IEF	0.03%	3.71%	-
VET.US	0.03%	4.48%	$0.33
GPN	0.03%	1.23%	$1
MC.PA	0.02%	2.79%	$13
SPY	0.02%	1.21%	-
HRL	0.02%	3.99%	$1.12
TFX	0.02%	1.24%	$1.36
ATKR	0.02%	1.77%	$0.64
GGB	0.02%	3.43%	$0.22
MCG.L	0%	2.42%	$0.07

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Jul 25, 2025	$0.43
CNXC	Ex-Dividend	Jul 25, 2025	$0.33
MONY.L	Ex-Dividend	Jul 31, 2025	$0.04
CNXC	Pay Day	Aug 5, 2025	$0.33
LIO.L	Pay Day	Aug 8, 2025	$0.68
HRL	Pay Day	Aug 15, 2025	$0.29
PFE	Pay Day	Sep 2, 2025	$0.43
OMC	Ex-Dividend	Sep 2, 2025	$0.70
MONY.L	Pay Day	Sep 8, 2025	$0.04
OMC	Pay Day	Oct 10, 2025	$0.70

Performance Metrics

Score 2.4/10

Beta

0.76

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-6.35

-7

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

-0.07

-1

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-6.35

-7

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

-0.07

-1

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.2

High:

ELUXB.ST

116.24

Low:

BILL

-2,146.45

Details

PEG Ratio

74.56

High:

CAP.PA

1,205.51

Low:

BILL

-1,226.01

Details

Price/Book

1.71

High:

ADBE

13.71

Low:

FRCB

Details

Price/Sales

0.86

High:

ADBE

6.98

Low:

FRCB

Details

Price/CF

7.49

High:

CVGI

74.94

Low:

MCG.L

1.87

Details

Price/FCF

21.68

High:

ELUXB.ST

240.12

Low:

DXC

2.74

Details