Portfolio of phtaylor40 on eToro

phtaylor40

🇬🇧 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

-0.16%

Today

+0.16%

This Month

+2.28%

Year To Date

+31.74%

2 Years

+52%

5 Years

+6.97%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
13.32%
🚗 Consumer Durables
12.03%
🛠️ Producer Manufacturing
9.84%
💼 Commercial Services
9.63%
💰 Finance
8.27%
📦 Distribution Services
7.3%
🧪 Process Industries
6.31%
💻 Electronic Technology
5.85%
🚚 Transportation
4.95%
🖥️ Technology Services
4.66%
🪙 Cryptocurrencies
3.34%
🧩 Miscellaneous
2.36%
🪨 Non Energy Minerals
2.31%
🍞 Consumer Non Durables
2.29%
🛍️ Retail Trade
2.23%
🧬 Health Technology
2.19%
📊 ETFs
1.47%
💇‍♀️ Consumer Services
1.36%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
26.51%
🇺🇸 NYSE
23.07%
🇬🇧 LSE
11.39%
🇸🇪 Stockholm Stock Exchange
10.86%
🇩🇪 FRA
5.89%
🌍 Digital Currency
3.34%
LSE_AIM
2.86%
🇳🇴 Oslo Stock Exchange
2.28%
🇭🇰 Hong Kong Exchanges
0.21%

Countries Breakdown

Country
Total

🇺🇸 United States
43.11%
🇬🇧 United Kingdom
14.62%
🇸🇪 Sweden
10.86%
🇩🇪 Germany
5.89%
🇬🇷 Greece
1.25%
🇸🇬 Singapore
1.15%
🇧🇲 Bermuda
1.14%
🇳🇴 Norway
1.14%
🇮🇪 Ireland
1.13%
🇫🇷 France
1.1%
🇨🇳 China
0.21%

Dividends

Dividend Yield

1.43%

36 out of 66 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $FLNG.OL (13.19%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FLNG.OL	0.15%	13.19%	-
RWA.L	0.12%	11.26%	-
SITC	0.11%	10.16%	$0.52
SDY.L	0.11%	10.35%	-
SBLK	0.11%	8.72%	$1.82
FDP	0.07%	3.37%	$0.9
MGAM.L	0.07%	5.74%	$0.12
CARD.L	0.06%	5.23%	$0.05
STBA	0.04%	3.72%	$1.31
MVBF	0.04%	3.54%	$0.68
KITW.L	0.04%	3.56%	-
FCF	0.04%	3.41%	$0.51
BKE	0.04%	3.29%	$1.4
KTB	0.03%	3.01%	$1.98
TRI.L	0.03%	2.72%	-
DOLE	0.03%	2.37%	$0.32
TEM.L	0.03%	2.14%	$0.04
GNTX	0.03%	2.24%	$0.48
SMG	0.02%	4.06%	$2.64
JEN.DE	0.02%	1.95%	$0.35
HCKT	0.02%	1.89%	$0.44
KRN.DE	0.02%	1.82%	$2.2
KWR	0.02%	1.8%	$1.82
TKA.DE	0.02%	1.74%	$0.15
CMCO	0.02%	1.86%	$0.28
JUST.L	0.02%	1.72%	$0.02
ELG.DE	0.02%	1.39%	$0.85
UFPI	0.02%	1.4%	$1.26
AKVA.OL	0.02%	1.39%	-
KBR	0.01%	1.21%	$0.57
MATX	0.01%	1.21%	$1.28
IMMR	0.01%	1.17%	$0.17
RNO.L	0.01%	0.69%	-
PARA	0.01%	1.68%	$0.2
WTW	0%	1.17%	$3.44
RCP.L	0%	0.02%	-

Next Dividends

Stock	Type	Date	Pay Per Share
DOLE	Ex-Dividend	Jun 9, 2025	$0.08
KTB	Ex-Dividend	Jun 10, 2025	$0.52
KBR	Ex-Dividend	Jun 13, 2025	$0.16
PARA	Ex-Dividend	Jun 16, 2025	$0.05
UFPI	Pay Day	Jun 16, 2025	$0.35
KTB	Pay Day	Jun 20, 2025	$0.52
SBLK	Pay Day	Jun 20, 2025	$0.05
HCKT	Ex-Dividend	Jun 20, 2025	$0.12
CARD.L	Pay Day	Jun 27, 2025	$0.05
WTW	Ex-Dividend	Jun 30, 2025	$0.92
PARA	Pay Day	Jul 1, 2025	$0.05
DOLE	Pay Day	Jul 7, 2025	$0.08
HCKT	Pay Day	Jul 7, 2025	$0.12
GNTX	Ex-Dividend	Jul 9, 2025	$0.12
KBR	Pay Day	Jul 15, 2025	$0.16
WTW	Pay Day	Jul 15, 2025	$0.92
BKE	Ex-Dividend	Jul 15, 2025	$0.35
KWR	Ex-Dividend	Jul 17, 2025	$0.48
GNTX	Pay Day	Jul 23, 2025	$0.12
BKE	Pay Day	Jul 29, 2025	$0.35
KWR	Pay Day	Jul 31, 2025	$0.48

Performance Metrics

Score 3.4/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.32

0.5

1.5

Sortino Ratio

0.49

Jensen's Alpha

-2.85

-3

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.57

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.32

0.5

1.5

Sortino Ratio

0.49

Jensen's Alpha

-2.85

-3

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.57

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.01

High:

SMG

117.05

Low:

WTW

-606.49

Details

PEG Ratio

400.44

High:

IMXI

12,742.86

Low:

COHR

-390.25

Details

Price/Book

1.76

High:

KTB

8.79

Low:

TZOO

-24.73

Details

Price/Sales

0.57

High:

AGIO

52.8

Low:

GPCR

Details

Price/CF

9.32

High:

TEM.L

86.12

Low:

TITN

1.42

Details

Price/FCF

18.88

High:

BKE

1,399.26

Low:

TITN

1.72

Details