Effective portfolio of rleese on eToro

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rleese

🇬🇧 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

-0.06%

This Month

+27.78%

Year To Date

+30.62%

2 Years

+30.62%

5 Years

+30.62%

10 Years

+30.62%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
23.08%
🪨 Non Energy Minerals
19.79%
🛠️ Producer Manufacturing
14.65%
🖥️ Technology Services
12.85%
🧬 Health Technology
6.27%
⚡ Utilities
4.63%
📊 ETFs
3.81%
📈 Indexes
3.57%
🍞 Consumer Non Durables
3.46%
💼 Commercial Services
2.16%
🏭 Industrial Services
1.61%
🚗 Consumer Durables
1.29%
💰 Finance
1.05%
🧪 Process Industries
0.67%
💇‍♀️ Consumer Services
0.52%
💵 Cash
0.2%
⛏️ Energy Minerals
0.16%
🛍️ Retail Trade
0.08%
🪙 Cryptocurrencies
0.07%
❓ Other
0.07%
🏥 Health Services
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
38.73%
🇺🇸 NYSE
20.35%
🇬🇧 LSE
14.8%
🇨🇭 SIX
9.7%
🇩🇪 FRA
4.61%
🌍 CFD
3.57%
🇫🇷 Euronext Paris
3.55%
🇩🇪 Xetra ETFs
2.11%
🇩🇰 Copenhagen Stock Exchange
1.73%
🇪🇸 Bolsa De Madrid
0.16%
🇺🇸 Chicago Board Options Exchange
0.09%
🌍 Digital Currency
0.07%
🇭🇰 Hong Kong Exchanges
0.07%
🇦🇪 Dubai Financial Market
0.07%
🇳🇱 Euronext Amsterdam
0.06%
🇸🇪 Stockholm Stock Exchange
0.05%
🇳🇴 Oslo Stock Exchange
0.05%
🇫🇮 Helsinki Stock Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
55.96%
🇨🇭 Switzerland
9.7%
🇬🇧 United Kingdom
5.35%
🇹🇼 Taiwan
5.33%
🇫🇷 France
3.55%
🇱🇺 Luxembourg
2.4%
🇦🇹 Austria
2.39%
🇨🇦 Canada
2.25%
🇩🇪 Germany
2.22%
🇩🇰 Denmark
1.73%
🇲🇽 Mexico
0.86%
🇪🇸 Spain
0.16%
🇳🇱 Netherlands
0.11%
🇨🇳 China
0.08%
🇸🇪 Sweden
0.05%
🇳🇴 Norway
0.05%
🇮🇱 Israel
0.03%
🇫🇮 Finland
0.02%
🇰🇷 South Korea
0.02%
🇧🇷 Brazil
0.01%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.1%

67 out of 111 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CWEN	0.18%	6.08%	$1.6
DGE.L	0.13%	3.89%	$0.81
ABBN.ZU	0.13%	1.64%	$0.87
CRH.L	0.13%	1.29%	$1.61
WIB.DE	0.08%	3.28%	-
TSM	0.05%	1.01%	$1.74
HOLN.ZU	0.05%	4.64%	$2.8
SU.PA	0.05%	1.79%	$3.5
NEE	0.04%	3.14%	$1.97
SIE.DE	0.04%	2.31%	$4.7
AZN	0.04%	1.88%	$1.42
FLS.CO	0.03%	1.84%	$4
SGO.PA	0.02%	2.41%	$2.1
BAM	0.02%	2.99%	$1.41
AAPL	0.02%	0.43%	$0.97
ROP	0.01%	0.64%	$2.93
GVA	0.01%	0.48%	$0.52
CX	0.01%	0.9%	-
EMAAR.AE	0.01%	14.36%	-
GOOG	0.01%	0.35%	$0.2
IBE.MC	0.01%	3.3%	$0.45
CNK	0%	0.93%	-
HST	0%	4.61%	$0.78
MLM	0%	0.52%	$2.96
TKA.DE	0%	1.53%	$0.15
UBSG.ZU	0%	2.29%	$0.64
NVDA	0%	0.02%	$0.02
ISF.L	0%	3.5%	-
D	0%	4.61%	$2.67
FORTUM.HE	0%	9.49%	$1.15
B	0%	1.63%	$0.4
EQT	0%	1.22%	$0.62
EMAARDEV.AE	0%	10.6%	-
GS	0%	1.76%	$11
FCX	0%	1.3%	$0.6
BOL.ST	0%	2.53%	$7.5
CDI.PA	0%	2.75%	$13
NOVO-B.CO	0%	3.33%	$9.4
JPM	0%	1.8%	$4.4
VALE	0%	6.95%	$1.33
AGRO	0%	4.24%	$0.33
MSFT	0%	0.67%	$3
ORK.OL	0%	3.53%	$3
SPY5.L	0%	1.05%	-
NHY.OL	0%	3.38%	$2.5
LMT	0%	2.86%	$12.45
WY	0%	3.19%	$0.78
RHM.DE	0%	0.47%	$5.7
LDOS	0%	0.9%	$1.5
INDA	0%	0.72%	-
ASML.NV	0%	0.98%	$6.1
HAS	0%	3.51%	$2.8
NOC	0%	1.51%	$7.67
META	0%	0.27%	$1
BLK	0%	1.89%	$20.2
MC.PA	0%	2.63%	$13
ASML	0%	0.78%	$5.57
SMSN.L	0%	1.69%	$23.68
NDA.DE	0%	1.53%	$1.4
GOOGL	0%	0.35%	$0.2
0700.HK	0%	0.74%	$3.4
NVTKL.L	0%	109.46%	-
AVGO	0%	0.69%	$19.7
MU	0%	0.35%	$0.46
CEG	0%	0.51%	-
KER.PA	0%	2.54%	$14
BABA	0%	0.76%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
AZN	Pay Day	Sep 8, 2025	$0.52
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
CNK	Pay Day	Sep 10, 2025	$0.08
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
WY	Pay Day	Sep 12, 2025	$0.21
GOOG	Pay Day	Sep 15, 2025	$0.21
NEE	Pay Day	Sep 15, 2025	$0.57
LDOS	Ex-Dividend	Sep 15, 2025	$0.40
B	Pay Day	Sep 15, 2025	$0.15
GOOGL	Pay Day	Sep 15, 2025	$0.21
TSM	Ex-Dividend	Sep 16, 2025	$0.82
CWEN	Pay Day	Sep 16, 2025	$0.45
NOC	Pay Day	Sep 17, 2025	$2.31
D	Pay Day	Sep 20, 2025	$0.67
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
BLK	Pay Day	Sep 23, 2025	$5.21
LMT	Pay Day	Sep 26, 2025	$3.30
GS	Pay Day	Sep 29, 2025	$4.00
BAM	Pay Day	Sep 29, 2025	$0.44
LDOS	Pay Day	Sep 30, 2025	$0.40
AVGO	Pay Day	Sep 30, 2025	$0.59
MLM	Pay Day	Sep 30, 2025	$0.83
NVDA	Pay Day	Oct 2, 2025	$0.01
ROP	Ex-Dividend	Oct 3, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82
DGE.L	Ex-Dividend	Oct 16, 2025	$0.84
ROP	Pay Day	Oct 17, 2025	$0.82
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
CDI.PA	Ex-Dividend	Dec 2, 2025	$7.07
MC.PA	Pay Day	Dec 4, 2025	$6.47
DGE.L	Pay Day	Dec 4, 2025	$0.84
CDI.PA	Pay Day	Dec 4, 2025	$7.07
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 6.5/10

Beta

1.13

1.13

0

0.8

1.2

0

2

Sharpe Ratio

0.94

0.94

0

0.5

1

1.5

1.5

Sortino Ratio

1.53

1.53

0

1

2

3

3

Jensen's Alpha

2.45

2.45

-2

0

2

4.5

4.5

Omega Ratio

1.31

1.31

0

1

1.5

2.5

2.5

Treynor Ratio

1.18

1.18

0

0.75

1.25

2

2

Information Ratio

0.38

0.38

0

0.3

0.6

1

1

Calmar Ratio

2.12

2.12

0

0.3

0.6

3

3

Beta

1.13

1.13

0

0.8

1.2

0

2

Sharpe Ratio

0.94

0.94

0

0.5

1

1.5

1.5

Sortino Ratio

1.53

1.53

0

1

2

3

3

Jensen's Alpha

2.45

2.45

-2

0

2

4.5

4.5

Omega Ratio

1.31

1.31

0

1

1.5

2.5

2.5

Treynor Ratio

1.18

1.18

0

0.75

1.25

2

2

Information Ratio

0.38

0.38

0

0.3

0.6

1

1

Calmar Ratio

2.12

2.12

0

0.3

0.6

3

3

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

41.34

High:

PLTR

518.91

Low:

RBLX

-90.98

Details

PEG Ratio

1,729.02

High:

AAPL

24,779.06

Low:

RBLX

-548.48

Details

Price/Book

20.85

High:

RBLX

254.7

Low:

AIP

-50.01

Details

Price/Sales

13.52

High:

RNA

585.59

Low:

CNC

0.08

Details

Price/CF

35.58

High:

CEG

222.25

Low:

GS

3.27

Details

Price/FCF

54.15

High:

RHM.DE

5,198.92

Low:

GS

3.62

Details

P/E Ratio

41.34

High:

PLTR

518.91

Low:

RBLX

-90.98

Details

PEG Ratio

1,729.02

High:

AAPL

24,779.06

Low:

RBLX

-548.48

Details

Price/Book

20.85

High:

RBLX

254.7

Low:

AIP

-50.01

Details

Price/Sales

13.52

High:

RNA

585.59

Low:

CNC

0.08

Details

Price/CF

35.58

High:

CEG

222.25

Low:

GS

3.27

Details

Price/FCF

54.15

High:

RHM.DE

5,198.92

Low:

GS

3.62

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.82%	Dec 2024	May 2025	5
-2.06%	Jun 2024	Jul 2024	1
-0.37%	Aug 2024	Sep 2024	1
-0.21%	Oct 2024	Nov 2024	1
-0.06%	Sep 2025	-	1

Monthly Performance