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

-0.11%

Today

+4.96%

This Month

+22.92%

Year To Date

+25.65%

2 Years

+25.65%

5 Years

+31.52%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.77%
🪨 Non Energy Minerals
19.24%
🛠️ Producer Manufacturing
15.47%
🖥️ Technology Services
13.2%
🧬 Health Technology
6.83%
⚡ Utilities
5.54%
📊 ETFs
3.97%
📈 Indexes
3.68%
💼 Commercial Services
2.04%
🏭 Industrial Services
1.53%
🚗 Consumer Durables
1.32%
💰 Finance
1.14%
💇‍♀️ Consumer Services
0.65%
⛏️ Energy Minerals
0.18%
🍞 Consumer Non Durables
0.09%
❓ Other
0.08%
🛍️ Retail Trade
0.08%
🧪 Process Industries
0.03%
🏥 Health Services
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
39.53%
🇺🇸 NYSE
22.45%
🇬🇧 LSE
10.55%
🇨🇭 SIX
9.94%
🇩🇪 FRA
5.07%
🇫🇷 Euronext Paris
4.11%
🌍 CFD
3.68%
🇩🇪 Xetra ETFs
2.23%
🇩🇰 Copenhagen Stock Exchange
1.71%
🇪🇸 Bolsa De Madrid
0.2%
🇺🇸 Chicago Board Options Exchange
0.1%
🇦🇪 Dubai Financial Market
0.08%
🇭🇰 Hong Kong Exchanges
0.08%
🇸🇪 Stockholm Stock Exchange
0.05%
🇳🇴 Oslo Stock Exchange
0.05%
🇫🇮 Helsinki Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
57.68%
🇨🇭 Switzerland
9.94%
🇹🇼 Taiwan
5.78%
🇫🇷 France
4.11%
🇦🇹 Austria
2.63%
🇱🇺 Luxembourg
2.56%
🇩🇪 Germany
2.44%
🇨🇦 Canada
2.11%
🇬🇧 United Kingdom
1.81%
🇩🇰 Denmark
1.71%
🇲🇽 Mexico
0.76%
🇪🇸 Spain
0.2%
🇮🇱 Israel
0.11%
🇨🇳 China
0.09%
🇸🇪 Sweden
0.05%
🇳🇴 Norway
0.05%
🇳🇱 Netherlands
0.04%
🇫🇮 Finland
0.03%
🇰🇷 South Korea
0.02%
🇧🇷 Brazil
0.02%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.1%

63 out of 104 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CWEN	0.19%	5.23%	$1.6
CRH.L	0.14%	1.6%	$1.61
ABBN.ZU	0.14%	1.71%	$0.87
WIB.DE	0.08%	3.18%	-
PFE	0.06%	7.02%	$1.66
TSM	0.06%	0.96%	$1.74
HOLN.ZU	0.05%	4.84%	$2.8
SU.PA	0.05%	1.65%	$3.5
NEE	0.05%	2.84%	$1.97
SIE.DE	0.05%	2.31%	$4.7
AZN	0.04%	2.22%	$1.42
FLS.CO	0.03%	2.02%	$4
SGO.PA	0.02%	2.18%	$2.1
AAPL	0.02%	0.48%	$0.97
BAM	0.02%	2.63%	$1.41
ROP	0.01%	0.58%	$2.93
EMAAR.AE	0.01%	14.36%	-
GVA	0.01%	0.55%	$0.52
CX	0.01%	1.1%	-
IBE.MC	0.01%	3.29%	$0.45
GOOG	0.01%	0.42%	$0.2
HST	0%	4.95%	$0.78
MLM	0%	0.56%	$2.96
TKA.DE	0%	1.33%	$0.15
UBSG.ZU	0%	2.53%	$0.64
CNK	0%	0.54%	-
NVDA	0%	0.02%	$0.02
ISF.L	0%	3.54%	-
FORTUM.HE	0%	8.78%	$1.15
EMAARDEV.AE	0%	10.6%	-
EQT	0%	1.17%	$0.62
GS	0%	1.84%	$11
B	0%	1.81%	$0.4
FCX	0%	1.32%	$0.6
CDI.PA	0%	2.93%	$13
NOVO-B.CO	0%	2.77%	$9.4
BOL.ST	0%	2.53%	$7.5
JPM	0%	1.82%	$4.4
VALE	0%	7.41%	$1.33
AGRO	0%	3.69%	$0.33
MSFT	0%	0.65%	$3
ORK.OL	0%	3.7%	$3
RHM.DE	0%	0.45%	$5.7
NHY.OL	0%	3.63%	$2.5
LMT	0%	2.86%	$12.45
WY	0%	3.26%	$0.78
INDA	0%	0.74%	-
LDOS	0%	0.98%	$1.5
HAS	0%	3.62%	$2.8
NOC	0%	1.64%	$7.67
META	0%	0.29%	$1
SPY	0%	1.21%	-
BLK	0%	1.88%	$20.2
MC.PA	0%	2.78%	$13
ASML	0%	0.84%	$5.57
SMSN.L	0%	1.9%	$23.68
NDA.DE	0%	1.59%	$1.4
0700.HK	0%	0.87%	$3.4
GOOGL	0%	0.43%	$0.2
NVTKL.L	0%	109.46%	-
MU	0%	0.41%	$0.46
KER.PA	0%	3.04%	$14
BABA	0%	0.86%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Jul 25, 2025	$0.43
ASML	Ex-Dividend	Jul 29, 2025	$1.86
IBE.MC	Pay Day	Jul 30, 2025	$0.46
JPM	Pay Day	Jul 31, 2025	$1.40
FCX	Pay Day	Aug 1, 2025	$0.15
ASML	Pay Day	Aug 6, 2025	$1.86
EQT	Ex-Dividend	Aug 6, 2025	$0.16
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
GS	Ex-Dividend	Aug 29, 2025	$4.00
PFE	Pay Day	Sep 2, 2025	$0.43
LMT	Ex-Dividend	Sep 2, 2025	$3.30
EQT	Pay Day	Sep 2, 2025	$0.16
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
LMT	Pay Day	Sep 26, 2025	$3.30
GS	Pay Day	Sep 29, 2025	$4.00
TSM	Pay Day	Oct 9, 2025	$0.82
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 5.3/10

Beta

1.11

1.11

0

0.8

1.2

0

2

Sharpe Ratio

0.65

0.65

0

0.5

1

1.5

1.5

Sortino Ratio

1.03

1.03

0

1

2

3

3

Jensen's Alpha

0.81

0.81

-2

0

2

4.5

4.5

Omega Ratio

1.13

1.13

0

1

1.5

2.5

2.5

Treynor Ratio

0.86

0.86

0

0.75

1.25

2

2

Information Ratio

0.17

0.17

0

0.3

0.6

1

1

Calmar Ratio

1.58

1.58

0

0.3

0.6

2

2

Beta

1.11

1.11

0

0.8

1.2

0

2

Sharpe Ratio

0.65

0.65

0

0.5

1

1.5

1.5

Sortino Ratio

1.03

1.03

0

1

2

3

3

Jensen's Alpha

0.81

0.81

-2

0

2

4.5

4.5

Omega Ratio

1.13

1.13

0

1

1.5

2.5

2.5

Treynor Ratio

0.86

0.86

0

0.75

1.25

2

2

Information Ratio

0.17

0.17

0

0.3

0.6

1

1

Calmar Ratio

1.58

1.58

0

0.3

0.6

2

2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

45.14

High:

PLTR

670.39

Low:

VRTX

-117.22

Details

PEG Ratio

433.69

High:

ROP

1,985.45

Low:

RBLX

-336.42

Details

Price/Book

22.65

High:

RBLX

271.59

Low:

NVTKL.L

0.01

Details

Price/Sales

14.42

High:

RNA

488.73

Low:

CNC

0.08

Details

Price/CF

29.98

High:

PLTR

161.45

Low:

GS

3.2

Details

Price/FCF

41.05

High:

ORK.OL

3,292.59

Low:

GS

3.63

Details

P/E Ratio

45.14

High:

PLTR

670.39

Low:

VRTX

-117.22

Details

PEG Ratio

433.69

High:

ROP

1,985.45

Low:

RBLX

-336.42

Details

Price/Book

22.65

High:

RBLX

271.59

Low:

NVTKL.L

0.01

Details

Price/Sales

14.42

High:

RNA

488.73

Low:

CNC

0.08

Details

Price/CF

29.98

High:

PLTR

161.45

Low:

GS

3.2

Details

Price/FCF

41.05

High:

ORK.OL

3,292.59

Low:

GS

3.63

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

Monthly Performance