Portfolio of scottk40 on eToro

scottk40

🇬🇧 Stock and ETF Investor.

1 copier.

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

Summary

-5.38%

This Month

+3.88%

Year To Date

+36.85%

2 Years

+55.85%

5 Years

+117.13%

10 Years

+3.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.21%
🍞 Consumer Non Durables
10.83%
📊 ETFs
10.25%
💻 Electronic Technology
8.26%
⚡ Utilities
6.47%
🪨 Non Energy Minerals
6.22%
🖥️ Technology Services
4.5%
⛏️ Energy Minerals
4.1%
📡 Communications
3.83%
🛍️ Retail Trade
3.77%
💇‍♀️ Consumer Services
3.21%
🧬 Health Technology
2.94%
🧩 Miscellaneous
2.72%
🚗 Consumer Durables
2.58%
📦 Distribution Services
1.97%
💼 Commercial Services
0.12%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
65.6%
🇺🇸 NYSE
22.32%
🇺🇸 Nasdaq
12.06%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
61.25%
🇺🇸 United States
24.14%
🇦🇺 Australia
2.22%
🇨🇭 Switzerland
1.97%
🇳🇱 Netherlands
0.16%

Dividends

Dividend Yield

3.34%

36 out of 42 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TRIG.L (10.96%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBA.L	0.35%	4.34%	$0.49
PHNX.L	0.22%	7.45%	$0.53
LGEN.L	0.22%	8.2%	$0.2
BP.L	0.21%	5.04%	$0.23
BATS.L	0.18%	5.48%	$2.36
RIO.L	0.17%	4.32%	$3.41
O	0.17%	4.92%	$3.09
AV.L	0.14%	5.64%	$0.33
BBOX.L	0.13%	4.74%	$0.07
ITV.L	0.12%	6.22%	$0.05
TSCO.L	0.11%	3.01%	$0.12
LLOY.L	0.11%	3.7%	$0.03
ULVR.L	0.1%	3.38%	$1.47
SSE.L	0.09%	2.41%	$0.6
BT.L	0.08%	3.93%	$0.08
LMP.L	0.08%	5.89%	$0.1
KO	0.08%	2.64%	$1.89
BHP.L	0.08%	3.41%	$1.26
GSK.L	0.08%	3.1%	$0.59
MAIN	0.07%	5.21%	$2.85
T	0.06%	3.87%	$1.11
PSN.L	0.06%	4.43%	$0.6
BTRW.L	0.06%	5.24%	$0.28
NG.L	0.06%	2.11%	$0.57
RKT.L	0.05%	3.71%	$1.93
GLEN.L	0.05%	2.41%	$0.1
MSFT	0.04%	0.86%	$3
SGRO.L	0.04%	3.84%	$0.28
JPM	0.03%	1.95%	$4.4
AAPL	0.02%	0.4%	$0.97
DIS	0.02%	1.46%	$0.75
TRIG.L	0.02%	10.96%	$0.07
BA.L	0.01%	1.62%	$0.3
BLND.L	0.01%	5.84%	$0.23
AZN.L	0.01%	1.56%	$2.28
PYPL	0%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5/10

Beta

0.61

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

0.61

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.21

High:

BP.L

4,375

Low:

INTC

-556.53

Details

PEG Ratio

123.39

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.96

High:

AAPL

43.77

Low:

BTRW.L

0.6

Details

Price/Sales

5.06

High:

SGRO.L

15.02

Low:

GLEN.L

0.33

Details

Price/CF

16.28

High:

PSN.L

391.34

Low:

PHNX.L

2.17

Details

Price/FCF

29.11

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

P/E Ratio

26.21

High:

BP.L

4,375

Low:

INTC

-556.53

Details

PEG Ratio

123.39

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.96

High:

AAPL

43.77

Low:

BTRW.L

0.6

Details

Price/Sales

5.06

High:

SGRO.L

15.02

Low:

GLEN.L

0.33

Details

Price/CF

16.28

High:

PSN.L

391.34

Low:

PHNX.L

2.17

Details

Price/FCF

29.11

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-40.41%	Aug 2015	Mar 2021	67
-15.86%	Jan 2022	Dec 2023	23
-5.38%	Mar 2026	-	1
-4.06%	Oct 2024	Feb 2025	4
-3.84%	Jan 2024	Mar 2024	2
-2.49%	Sep 2021	Oct 2021	1
-1.5%	Nov 2021	Dec 2021	1
-1.49%	Mar 2025	May 2025	2
-0.98%	Apr 2024	May 2024	1

Monthly Performance

Portfolio of scottk40 on eToro

scottk40

🇬🇧 Stock and ETF Investor.

1 copier.

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

Summary

-5.38%

This Month

+3.88%

Year To Date

+36.85%

2 Years

+55.85%

5 Years

+117.13%

10 Years

+3.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.21%
🍞 Consumer Non Durables
10.83%
📊 ETFs
10.25%
💻 Electronic Technology
8.26%
⚡ Utilities
6.47%
🪨 Non Energy Minerals
6.22%
🖥️ Technology Services
4.5%
⛏️ Energy Minerals
4.1%
📡 Communications
3.83%
🛍️ Retail Trade
3.77%
💇‍♀️ Consumer Services
3.21%
🧬 Health Technology
2.94%
🧩 Miscellaneous
2.72%
🚗 Consumer Durables
2.58%
📦 Distribution Services
1.97%
💼 Commercial Services
0.12%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
65.6%
🇺🇸 NYSE
22.32%
🇺🇸 Nasdaq
12.06%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
61.25%
🇺🇸 United States
24.14%
🇦🇺 Australia
2.22%
🇨🇭 Switzerland
1.97%
🇳🇱 Netherlands
0.16%

Dividends

Dividend Yield

3.34%

36 out of 42 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TRIG.L (10.96%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBA.L	0.35%	4.34%	$0.49
PHNX.L	0.22%	7.45%	$0.53
LGEN.L	0.22%	8.2%	$0.2
BP.L	0.21%	5.04%	$0.23
BATS.L	0.18%	5.48%	$2.36
RIO.L	0.17%	4.32%	$3.41
O	0.17%	4.92%	$3.09
AV.L	0.14%	5.64%	$0.33
BBOX.L	0.13%	4.74%	$0.07
ITV.L	0.12%	6.22%	$0.05
TSCO.L	0.11%	3.01%	$0.12
LLOY.L	0.11%	3.7%	$0.03
ULVR.L	0.1%	3.38%	$1.47
SSE.L	0.09%	2.41%	$0.6
BT.L	0.08%	3.93%	$0.08
LMP.L	0.08%	5.89%	$0.1
KO	0.08%	2.64%	$1.89
BHP.L	0.08%	3.41%	$1.26
GSK.L	0.08%	3.1%	$0.59
MAIN	0.07%	5.21%	$2.85
T	0.06%	3.87%	$1.11
PSN.L	0.06%	4.43%	$0.6
BTRW.L	0.06%	5.24%	$0.28
NG.L	0.06%	2.11%	$0.57
RKT.L	0.05%	3.71%	$1.93
GLEN.L	0.05%	2.41%	$0.1
MSFT	0.04%	0.86%	$3
SGRO.L	0.04%	3.84%	$0.28
JPM	0.03%	1.95%	$4.4
AAPL	0.02%	0.4%	$0.97
DIS	0.02%	1.46%	$0.75
TRIG.L	0.02%	10.96%	$0.07
BA.L	0.01%	1.62%	$0.3
BLND.L	0.01%	5.84%	$0.23
AZN.L	0.01%	1.56%	$2.28
PYPL	0%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5/10

Beta

0.61

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

0.61

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

Jensen's Alpha

0.33

-2

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.99

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.21

High:

BP.L

4,375

Low:

INTC

-556.53

Details

PEG Ratio

123.39

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.96

High:

AAPL

43.77

Low:

BTRW.L

0.6

Details

Price/Sales

5.06

High:

SGRO.L

15.02

Low:

GLEN.L

0.33

Details

Price/CF

16.28

High:

PSN.L

391.34

Low:

PHNX.L

2.17

Details

Price/FCF

29.11

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

P/E Ratio

26.21

High:

BP.L

4,375

Low:

INTC

-556.53

Details

PEG Ratio

123.39

High:

JPM

1,118.42

Low:

INTC

-566.72

Details

Price/Book

6.96

High:

AAPL

43.77

Low:

BTRW.L

0.6

Details

Price/Sales

5.06

High:

SGRO.L

15.02

Low:

GLEN.L

0.33

Details

Price/CF

16.28

High:

PSN.L

391.34

Low:

PHNX.L

2.17

Details

Price/FCF

29.11

High:

BBOX.L

1,037.23

Low:

PHNX.L

2.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-40.41%	Aug 2015	Mar 2021	67
-15.86%	Jan 2022	Dec 2023	23
-5.38%	Mar 2026	-	1
-4.06%	Oct 2024	Feb 2025	4
-3.84%	Jan 2024	Mar 2024	2
-2.49%	Sep 2021	Oct 2021	1
-1.5%	Nov 2021	Dec 2021	1
-1.49%	Mar 2025	May 2025	2
-0.98%	Apr 2024	May 2024	1