Portfolio of philcarey1968 on eToro

philcarey1968

🇬🇧 Stock Growth Investor.

6 copiers.

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

Summary

-1.15%

This Month

-1.54%

Year To Date

+60.42%

2 Years

+177.73%

5 Years

+177.73%

10 Years

+33.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
43.29%
🖥️ Technology Services
23.54%
💰 Finance
19.99%
🛍️ Retail Trade
5.14%
🪙 Cryptocurrencies
3.1%
🛠️ Producer Manufacturing
2.45%
💇‍♀️ Consumer Services
1.84%
💼 Commercial Services
0.66%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.27%
🇬🇧 LSE
28.76%
🇺🇸 NYSE
10.08%
🇩🇪 FRA
5.47%
🇳🇱 Euronext Amsterdam
4.47%
🌍 Digital Currency
3.1%
🇮🇹 Borsa Italiana
0.85%

Countries Breakdown

Country
Total

🇺🇸 United States
56.68%
🇬🇧 United Kingdom
24.31%
🇩🇪 Germany
5.47%
🇭🇰 Hong Kong
4.45%
🇳🇱 Netherlands
3.4%
🇨🇿 Czech Republic
1.06%
🇮🇹 Italy
0.85%
🇨🇦 Canada
0.66%

Dividends

Dividend Yield

1.11%

19 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.38%	8.2%	$0.2
AV.L	0.24%	5.64%	$0.33
PRU.L	0.07%	1.62%	$0.28
BLK	0.07%	2.05%	$20.2
BA.L	0.07%	1.62%	$0.3
MSFT	0.06%	0.86%	$3
AVGO	0.04%	0.71%	$19.7
RR.L	0.03%	0.7%	-
RHM.DE	0.03%	0.5%	$5.7
META	0.02%	0.32%	$1
ASML.NV	0.02%	0.62%	$6.1
CPG.L	0.02%	2.18%	$0.44
DIS	0.02%	1.46%	$0.75
AAPL	0.02%	0.4%	$0.97
BAB.L	0.01%	0.5%	$0.02
DRS	0.01%	0.77%	-
GOOG	0.01%	0.28%	$0.2
LDO.MI	0.01%	0.87%	$0.28
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.8/10

Beta

0.9

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.27

Jensen's Alpha

17.62

-2

Omega Ratio

2.4

1.5

Treynor Ratio

2.18

0.75

1.25

Information Ratio

0.99

0.3

0.6

Calmar Ratio

1.24

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.27

Jensen's Alpha

17.62

-2

Omega Ratio

2.4

1.5

Treynor Ratio

2.18

0.75

1.25

Information Ratio

0.99

0.3

0.6

Calmar Ratio

1.24

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.15

High:

KTOS

677.28

Low:

AIOT

-15.77

Details

PEG Ratio

157.41

High:

KTOS

2,865.82

Low:

AIOT

-17.77

Details

Price/Book

11.14

High:

RR.L

47.86

Low:

AIOT

0.99

Details

Price/Sales

8.47

High:

AVGO

24.3

Low:

AV.L

0.46

Details

Price/CF

25.7

High:

KTOS

668.08

Low:

AV.L

3.91

Details

Price/FCF

57.95

High:

RHM.DE

5,198.92

Low:

AV.L

5.48

Details

P/E Ratio

32.15

High:

KTOS

677.28

Low:

AIOT

-15.77

Details

PEG Ratio

157.41

High:

KTOS

2,865.82

Low:

AIOT

-17.77

Details

Price/Book

11.14

High:

RR.L

47.86

Low:

AIOT

0.99

Details

Price/Sales

8.47

High:

AVGO

24.3

Low:

AV.L

0.46

Details

Price/CF

25.7

High:

KTOS

668.08

Low:

AV.L

3.91

Details

Price/FCF

57.95

High:

RHM.DE

5,198.92

Low:

AV.L

5.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.63%	Apr 2022	Jan 2023	9
-5.8%	Feb 2026	-	2
-5.33%	Sep 2023	Nov 2023	2
-4.54%	May 2023	Jul 2023	2
-4.23%	Apr 2024	May 2024	1
-2.31%	Oct 2025	Dec 2025	2
-1.36%	Jan 2024	Feb 2024	1
-1.35%	Oct 2024	Nov 2024	1
-0.81%	Mar 2025	Apr 2025	1
-0.79%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of philcarey1968 on eToro

philcarey1968

🇬🇧 Stock Growth Investor.

6 copiers.

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

Summary

-1.15%

This Month

-1.54%

Year To Date

+60.42%

2 Years

+177.73%

5 Years

+177.73%

10 Years

+33.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
43.29%
🖥️ Technology Services
23.54%
💰 Finance
19.99%
🛍️ Retail Trade
5.14%
🪙 Cryptocurrencies
3.1%
🛠️ Producer Manufacturing
2.45%
💇‍♀️ Consumer Services
1.84%
💼 Commercial Services
0.66%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.27%
🇬🇧 LSE
28.76%
🇺🇸 NYSE
10.08%
🇩🇪 FRA
5.47%
🇳🇱 Euronext Amsterdam
4.47%
🌍 Digital Currency
3.1%
🇮🇹 Borsa Italiana
0.85%

Countries Breakdown

Country
Total

🇺🇸 United States
56.68%
🇬🇧 United Kingdom
24.31%
🇩🇪 Germany
5.47%
🇭🇰 Hong Kong
4.45%
🇳🇱 Netherlands
3.4%
🇨🇿 Czech Republic
1.06%
🇮🇹 Italy
0.85%
🇨🇦 Canada
0.66%

Dividends

Dividend Yield

1.11%

19 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.38%	8.2%	$0.2
AV.L	0.24%	5.64%	$0.33
PRU.L	0.07%	1.62%	$0.28
BLK	0.07%	2.05%	$20.2
BA.L	0.07%	1.62%	$0.3
MSFT	0.06%	0.86%	$3
AVGO	0.04%	0.71%	$19.7
RR.L	0.03%	0.7%	-
RHM.DE	0.03%	0.5%	$5.7
META	0.02%	0.32%	$1
ASML.NV	0.02%	0.62%	$6.1
CPG.L	0.02%	2.18%	$0.44
DIS	0.02%	1.46%	$0.75
AAPL	0.02%	0.4%	$0.97
BAB.L	0.01%	0.5%	$0.02
DRS	0.01%	0.77%	-
GOOG	0.01%	0.28%	$0.2
LDO.MI	0.01%	0.87%	$0.28
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.8/10

Beta

0.9

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.27

Jensen's Alpha

17.62

-2

Omega Ratio

2.4

1.5

Treynor Ratio

2.18

0.75

1.25

Information Ratio

0.99

0.3

0.6

Calmar Ratio

1.24

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.27

Jensen's Alpha

17.62

-2

Omega Ratio

2.4

1.5

Treynor Ratio

2.18

0.75

1.25

Information Ratio

0.99

0.3

0.6

Calmar Ratio

5,198.92

Low:

AV.L

5.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.63%	Apr 2022	Jan 2023	9
-5.8%	Feb 2026	-	2
-5.33%	Sep 2023	Nov 2023	2
-4.54%	May 2023	Jul 2023	2
-4.23%	Apr 2024	May 2024	1
-2.31%	Oct 2025	Dec 2025	2
-1.36%	Jan 2024	Feb 2024	1
-1.35%	Oct 2024	Nov 2024	1
-0.81%	Mar 2025	Apr 2025	1
-0.79%	Dec 2024	Jan 2025	1