Portfolio of philcarey1968 on eToro

philcarey1968

🇬🇧 Stock Investor.

27 copiers.

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

Summary

-1.86%

This Month

+7.25%

Year To Date

+53.49%

2 Years

+203.27%

5 Years

+203.27%

10 Years

+31.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
37.7%
🖥️ Technology Services
25.54%
💰 Finance
13.53%
🛍️ Retail Trade
7.11%
🪙 Cryptocurrencies
6.16%
❓ Other
2.81%
🛠️ Producer Manufacturing
2.79%
💼 Commercial Services
2.56%
🪨 Non Energy Minerals
0.94%
🧬 Health Technology
0.63%
⚡ Utilities
0.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.01%
🇬🇧 LSE
27.46%
🇺🇸 NYSE
7.5%
🌍 Digital Currency
6.16%
🇳🇱 Euronext Amsterdam
5.43%
🇩🇪 FRA
1.61%
🇮🇹 Borsa Italiana
0.82%

Countries Breakdown

Country
Total

🇺🇸 United States
54.76%
🇬🇧 United Kingdom
23.38%
🇳🇱 Netherlands
4.87%
🇭🇰 Hong Kong
4.08%
🇩🇪 Germany
1.61%
🇨🇦 Canada
0.94%
🇮🇹 Italy
0.82%
🇨🇿 Czech Republic
0.55%

Dividends

Dividend Yield

1.1%

19 out of 34 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (7.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.4%	7.34%	$0.2
AV.L	0.23%	5.67%	$0.33
PRU.L	0.1%	2.36%	$0.28
BA.L	0.07%	1.96%	$0.3
MSFT	0.05%	0.71%	$3
RR.L	0.05%	0.94%	-
AVGO	0.03%	0.8%	$19.7
META	0.03%	0.33%	$1
ASML.NV	0.03%	0.55%	$6.1
BAB.L	0.02%	0.8%	$0.02
RHM.DE	0.02%	1.13%	$5.7
GOOG	0.02%	0.27%	$0.2
ORCL	0.02%	1.57%	$1.6
AAPL	0.02%	0.31%	$0.97
NVDA	0.01%	0.24%	$0.02
LDO.MI	0.01%	1.3%	$0.28
CCJ	0%	0.22%	$0.09
VST	0%	0.65%	$0.85
VRT	0%	0.13%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share
ASML.NV	Ex-Dividend	Oct 27, 2026	$3.15
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
CCJ	Ex-Dividend	Dec 1, 2026	$0.17
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
VRT	Ex-Dividend	Dec 14, 2026	$0.06
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
VST	Ex-Dividend	Dec 21, 2026	$0.23
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
AV.L	Ex-Dividend	Feb 18, 2027	$0.35
LGEN.L	Ex-Dividend	Feb 18, 2027	$0.08
PRU.L	Ex-Dividend	Feb 18, 2027	$0.19
BA.L	Ex-Dividend	Apr 20, 2027	$0.31
RHM.DE	Ex-Dividend	May 13, 2027	$13.50
LDO.MI	Ex-Dividend	Jun 20, 2027	$0.74

Performance Metrics

Score 8.7/10

Beta

0.93

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

2.1

Jensen's Alpha

15.75

-2

Omega Ratio

2.23

1.5

Treynor Ratio

2.07

0.75

1.25

Information Ratio

0.91

0.3

0.6

Calmar Ratio

1.2

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

2.1

Jensen's Alpha

15.75

-2

Omega Ratio

2.23

1.5

Treynor Ratio

2.07

0.75

1.25

Information Ratio

0.91

0.3

0.6

Calmar Ratio

1.2

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.79

High:

KTOS

241.63

Low:

RKLB

-261.16

Details

PEG Ratio

7.36

High:

NOW

441

Low:

LGEN.L

0.13

Details

Price/Book

10.16

High:

AAPL

47.31

Low:

CSG.NV

0.73

Details

Price/Sales

8.64

High:

RKLB

59.78

Low:

LGEN.L

0.23

Details

Price/CF

20.88

High:

KTOS

668.08

Low:

AV.L

4.2

Details

Price/FCF

56.37

High:

KTOS

472.24

Low:

AV.L

5.81

Details

P/E Ratio

26.79

High:

KTOS

241.63

Low:

RKLB

-261.16

Details

PEG Ratio

7.36

High:

NOW

441

Low:

LGEN.L

0.13

Details

Price/Book

10.16

High:

AAPL

47.31

Low:

CSG.NV

0.73

Details

Price/Sales

8.64

High:

RKLB

59.78

Low:

LGEN.L

0.23

Details

Price/CF

20.88

High:

KTOS

668.08

Low:

AV.L

4.2

Details

Price/FCF

56.37

High:

KTOS

472.24

Low:

AV.L

5.81

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.63%	Apr 2022	Jan 2023	9
-11.39%	Feb 2026	May 2026	3
-6.91%	Jun 2026	Aug 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
-1.86%	Oct 2026	-	1
-1.46%	Oct 2024	Nov 2024	1
-1.36%	Jan 2024	Feb 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 Investor.

27 copiers.

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

Summary

-1.86%

This Month

+7.25%

Year To Date

+53.49%

2 Years

+203.27%

5 Years

+203.27%

10 Years

+31.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
37.7%
🖥️ Technology Services
25.54%
💰 Finance
13.53%
🛍️ Retail Trade
7.11%
🪙 Cryptocurrencies
6.16%
❓ Other
2.81%
🛠️ Producer Manufacturing
2.79%
💼 Commercial Services
2.56%
🪨 Non Energy Minerals
0.94%
🧬 Health Technology
0.63%
⚡ Utilities
0.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.01%
🇬🇧 LSE
27.46%
🇺🇸 NYSE
7.5%
🌍 Digital Currency
6.16%
🇳🇱 Euronext Amsterdam
5.43%
🇩🇪 FRA
1.61%
🇮🇹 Borsa Italiana
0.82%

Countries Breakdown

Country
Total

🇺🇸 United States
54.76%
🇬🇧 United Kingdom
23.38%
🇳🇱 Netherlands
4.87%
🇭🇰 Hong Kong
4.08%
🇩🇪 Germany
1.61%
🇨🇦 Canada
0.94%
🇮🇹 Italy
0.82%
🇨🇿 Czech Republic
0.55%

Dividends

Dividend Yield

1.1%

19 out of 34 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (7.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.4%	7.34%	$0.2
AV.L	0.23%	5.67%	$0.33
PRU.L	0.1%	2.36%	$0.28
BA.L	0.07%	1.96%	$0.3
MSFT	0.05%	0.71%	$3
RR.L	0.05%	0.94%	-
AVGO	0.03%	0.8%	$19.7
META	0.03%	0.33%	$1
ASML.NV	0.03%	0.55%	$6.1
BAB.L	0.02%	0.8%	$0.02
RHM.DE	0.02%	1.13%	$5.7
GOOG	0.02%	0.27%	$0.2
ORCL	0.02%	1.57%	$1.6
AAPL	0.02%	0.31%	$0.97
NVDA	0.01%	0.24%	$0.02
LDO.MI	0.01%	1.3%	$0.28
CCJ	0%	0.22%	$0.09
VST	0%	0.65%	$0.85
VRT	0%	0.13%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share
ASML.NV	Ex-Dividend	Oct 27, 2026	$3.15
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
CCJ	Ex-Dividend	Dec 1, 2026	$0.17
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
VRT	Ex-Dividend	Dec 14, 2026	$0.06
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
VST	Ex-Dividend	Dec 21, 2026	$0.23
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
AV.L	Ex-Dividend	Feb 18, 2027	$0.35
LGEN.L	Ex-Dividend	Feb 18, 2027	$0.08
PRU.L	Ex-Dividend	Feb 18, 2027	$0.19
BA.L	Ex-Dividend	Apr 20, 2027	$0.31
RHM.DE	Ex-Dividend	May 13, 2027	$13.50
LDO.MI	Ex-Dividend	Jun 20, 2027	$0.74

Performance Metrics

Score 8.7/10

Beta

0.93

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

2.1

Jensen's Alpha

15.75

-2

Omega Ratio

2.23

1.5

Treynor Ratio

2.07

0.75

1.25

Information Ratio

0.91

0.3

0.6

Calmar Ratio

1.2

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

2.1

Jensen's Alpha

15.75

-2

Omega Ratio

2.23

1.5

Treynor Ratio

2.07

0.75

1.25

Information Ratio

0.91

0.3

0.6

Calmar Ratio

472.24

Low:

AV.L

5.81

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-21.63%	Apr 2022	Jan 2023	9
-11.39%	Feb 2026	May 2026	3
-6.91%	Jun 2026	Aug 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
-1.86%	Oct 2026	-	1
-1.46%	Oct 2024	Nov 2024	1
-1.36%	Jan 2024	Feb 2024	1
-0.81%	Mar 2025	Apr 2025	1
-0.79%	Dec 2024	Jan 2025	1