Portfolio of philcarey1968 on eToro

philcarey1968

🇬🇧 Growth Stock Investor.

2 copiers.

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

Summary

+0.01%

Today

-3.08%

This Month

+1.24%

Year To Date

+77.04%

2 Years

+104.48%

5 Years

+31.9%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
38.53%
💰 Finance
22.51%
🖥️ Technology Services
12.36%
⛏️ Energy Minerals
6.35%
🛠️ Producer Manufacturing
6.31%
🛍️ Retail Trade
5.82%
🧬 Health Technology
2.46%
⚡ Utilities
1.46%
💇‍♀️ Consumer Services
1.36%
🚗 Consumer Durables
0.89%
🪨 Non Energy Minerals
0.87%
🍞 Consumer Non Durables
0.62%
🪙 Cryptocurrencies
0.24%
📊 ETFs
0.21%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
34.2%
🇺🇸 Nasdaq
31.26%
🇬🇧 LSE
31.23%
🇳🇱 Euronext Amsterdam
1.94%
🇩🇪 FRA
1.13%
🌍 Digital Currency
0.24%

Countries Breakdown

Country
Total

🇺🇸 United States
63.36%
🇬🇧 United Kingdom
32.11%
🇳🇱 Netherlands
1.94%
🇩🇪 Germany
1.13%
🇹🇼 Taiwan
0.4%
🇨🇦 Canada
0.34%
🇿🇦 South Africa
0.26%

Dividends

Dividend Yield

2.05%

35 out of 47 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.53%	8.61%	$0.2
AV.L	0.31%	6.79%	$0.33
BP.L	0.15%	6.73%	$0.23
LMT	0.12%	2.78%	$12.45
BLK	0.12%	2.34%	$20.2
BA.L	0.11%	1.93%	$0.3
SHEL.L	0.09%	4.42%	$0.8
XOM	0.07%	3.63%	$3.76
NG.L	0.07%	5.1%	$0.57
RTX	0.07%	1.96%	$2.44
MRK	0.05%	4.05%	$3.04
BAB.L	0.04%	0.71%	$0.02
MSFT	0.04%	0.88%	$3
GE	0.03%	0.81%	$0.44
QCOM	0.02%	2.49%	$3.25
ASML.NV	0.02%	1.14%	$6.1
AZN	0.02%	2.25%	$1.42
GOOG	0.02%	0.52%	$0.2
NOC	0.02%	1.52%	$7.67
RR.L	0.02%	0.84%	-
NKE	0.02%	2.76%	$1.45
DIS	0.02%	1.18%	$0.75
AVGO	0.01%	1.31%	$19.7
MA	0.01%	0.55%	$2.46
AAPL	0.01%	0.51%	$0.97
MRO.L	0.01%	1.46%	$0.05
META	0.01%	0.4%	$1
RHM.DE	0.01%	0.55%	$5.7
COST	0.01%	0.48%	$19.22
TSM	0.01%	1.35%	$1.74
IXJ	0%	1.42%	-
HMY	0%	0.79%	$0.08
CAT	0%	1.92%	$5.31
NVDA	0%	0.04%	$0.02
CCJ	0%	0.27%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
HMY	Pay Day	Apr 21, 2025	$0.12
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
GE	Pay Day	Apr 25, 2025	$0.36
ASML.NV	Ex-Dividend	Apr 25, 2025	$2.10
COST	Ex-Dividend	May 2, 2025	$1.30
ASML.NV	Pay Day	May 6, 2025	$2.10
MA	Pay Day	May 9, 2025	$0.76
MRO.L	Pay Day	May 9, 2025	$0.05
MSFT	Ex-Dividend	May 15, 2025	$0.83
COST	Pay Day	May 16, 2025	$1.30
CAT	Pay Day	May 20, 2025	$1.41
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
LGEN.L	Pay Day	Jun 5, 2025	$0.20
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
IXJ	Pay Day	Jun 17, 2025	$-
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 8.7/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.98

0.5

1.5

Sortino Ratio

1.95

Jensen's Alpha

20.03

-2

Omega Ratio

2.69

1.5

Treynor Ratio

2.09

0.75

1.25

Information Ratio

1.05

0.3

0.6

Calmar Ratio

1.15

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.98

0.5

1.5

Sortino Ratio

1.95

Jensen's Alpha

20.03

-2

Omega Ratio

2.69

1.5

Treynor Ratio

2.09

0.75

1.25

Information Ratio

1.05

0.3

0.6

Calmar Ratio

1.15

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.36

High:

BP.L

258.56

Low:

MRO.L

-108.75

Details

PEG Ratio

172.86

High:

RR.L

637.52

Low:

GPCR

-123.99

Details

Price/Book

6.03

High:

72.91

Low:

RR.L

-66.62

Details

Price/Sales

4.65

High:

NVDA

19.21

Low:

GPCR

Details

Price/CF

23.46

High:

TSLA

95.18

Low:

BP.L

2.92

Details

Price/FCF

50.32

High:

CDE

926.33

Low:

AV.L

Details