Portfolio of sgstjc on eToro

sgstjc

🇬🇧 Stock Value Investor.

270 copiers.

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

Summary

This Month

+29.94%

Year To Date

+110.89%

2 Years

+112.16%

5 Years

+521.28%

10 Years

+29.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
43.22%
💻 Electronic Technology
37.94%
🖥️ Technology Services
11.37%
💰 Finance
5.8%
🧬 Health Technology
5.73%
🛍️ Retail Trade
4.95%
⚡ Utilities
2.6%
🚗 Consumer Durables
2.16%
💼 Commercial Services
0.83%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
54.73%
🇺🇸 NYSE
9.65%
🇬🇧 LSE
6.26%
🇩🇪 FRA
0.73%

Countries Breakdown

Country
Total

🇺🇸 United States
56.66%
🇬🇧 United Kingdom
10.91%
🇫🇮 Finland
2.65%
🇩🇪 Germany
0.73%
🇨🇦 Canada
0.41%

Dividends

Dividend Yield

0.56%

11 out of 21 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	0.2%	4.37%	$3.03
SSE.L	0.07%	2.62%	$0.6
F	0.06%	4.9%	$0.78
VOW3.DE	0.06%	7.61%	$9.06
AZN.L	0.04%	1.71%	$2.28
SGRO.L	0.04%	3.47%	$0.28
NOK	0.04%	1.39%	$0.1
MSFT	0.02%	0.71%	$3
MU	0.02%	0.06%	$0.46
REGN	0.01%	0.4%	-
AAPL	0.01%	0.31%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
NOK	Pay Day	Nov 10, 2026	$0.04
F	Ex-Dividend	Nov 11, 2026	$0.15
HSBC	Ex-Dividend	Nov 14, 2026	$0.50
REGN	Ex-Dividend	Nov 18, 2026	$0.94
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
MU	Ex-Dividend	Jan 14, 2027	$0.15
NOK	Ex-Dividend	Jan 27, 2027	$0.04
SSE.L	Ex-Dividend	Jan 28, 2027	$0.63
AZN.L	Ex-Dividend	Feb 11, 2027	$2.17
SGRO.L	Ex-Dividend	Feb 11, 2027	$0.29
VOW3.DE	Ex-Dividend	Jun 19, 2027	$6.04

Performance Metrics

Score 8.5/10

Beta

0.96

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

2.59

Jensen's Alpha

17.86

-2

Omega Ratio

2.09

1.5

Treynor Ratio

2.44

0.75

1.25

Information Ratio

0.78

0.3

0.6

Calmar Ratio

1.03

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

2.59

Jensen's Alpha

17.86

-2

Omega Ratio

2.09

1.5

Treynor Ratio

2.44

0.75

1.25

Information Ratio

0.78

0.3

0.6

Calmar Ratio

1.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.7

High:

PLTR

156.89

Low:

-6.68

Details

PEG Ratio

3.65

High:

REGN

60.41

Low:

0.01

Details

Price/Book

7.34

High:

AAPL

46.83

Low:

ETSY

-11.54

Details

Price/Sales

6.71

High:

PLTR

76.82

Low:

BBBY

0.1

Details

Price/CF

16.6

High:

PLTR

88.14

Low:

VOW3.DE

2.29

Details

Price/FCF

31.25

High:

SGRO.L

2,959.93

Low:

HSBC

5.09

Details

P/E Ratio

19.7

High:

PLTR

156.89

Low:

-6.68

Details

Worst Drawdowns

Depth	Start	End	Total months
-30.6%	Sep 2021	Jan 2025	40
-9.57%	Jan 2020	Jun 2020	5
-8.62%	Jul 2026	Sep 2026	2
-6.3%	Feb 2026	Apr 2026	2
-6.26%	Oct 2026	-	1
-1.99%	Feb 2025	Apr 2025	2
-1.82%	Dec 2020	Jan 2021	1
-1.48%	Jul 2021	Aug 2021	1
-0.25%	Feb 2021	Mar 2021	1

Monthly Performance

Portfolio of sgstjc on eToro

sgstjc

🇬🇧 Stock Value Investor.

270 copiers.

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

Summary

This Month

+29.94%

Year To Date

+110.89%

2 Years

+112.16%

5 Years

+521.28%

10 Years

+29.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
43.22%
💻 Electronic Technology
37.94%
🖥️ Technology Services
11.37%
💰 Finance
5.8%
🧬 Health Technology
5.73%
🛍️ Retail Trade
4.95%
⚡ Utilities
2.6%
🚗 Consumer Durables
2.16%
💼 Commercial Services
0.83%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
54.73%
🇺🇸 NYSE
9.65%
🇬🇧 LSE
6.26%
🇩🇪 FRA
0.73%

Countries Breakdown

Country
Total

🇺🇸 United States
56.66%
🇬🇧 United Kingdom
10.91%
🇫🇮 Finland
2.65%
🇩🇪 Germany
0.73%
🇨🇦 Canada
0.41%

Dividends

Dividend Yield

0.56%

11 out of 21 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	0.2%	4.37%	$3.03
SSE.L	0.07%	2.62%	$0.6
F	0.06%	4.9%	$0.78
VOW3.DE	0.06%	7.61%	$9.06
AZN.L	0.04%	1.71%	$2.28
SGRO.L	0.04%	3.47%	$0.28
NOK	0.04%	1.39%	$0.1
MSFT	0.02%	0.71%	$3
MU	0.02%	0.06%	$0.46
REGN	0.01%	0.4%	-
AAPL	0.01%	0.31%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
NOK	Pay Day	Nov 10, 2026	$0.04
F	Ex-Dividend	Nov 11, 2026	$0.15
HSBC	Ex-Dividend	Nov 14, 2026	$0.50
REGN	Ex-Dividend	Nov 18, 2026	$0.94
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
MU	Ex-Dividend	Jan 14, 2027	$0.15
NOK	Ex-Dividend	Jan 27, 2027	$0.04
SSE.L	Ex-Dividend	Jan 28, 2027	$0.63
AZN.L	Ex-Dividend	Feb 11, 2027	$2.17
SGRO.L	Ex-Dividend	Feb 11, 2027	$0.29
VOW3.DE	Ex-Dividend	Jun 19, 2027	$6.04

Performance Metrics

Score 8.5/10

Beta

0.96

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

2.59

Jensen's Alpha

17.86

-2

Omega Ratio

2.09

1.5

Treynor Ratio

2.44

0.75

1.25

Information Ratio

0.78

0.3

0.6

Calmar Ratio

1.03

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

2.59

Jensen's Alpha

17.86

-2

Omega Ratio

2.09

1.5

Treynor Ratio

2.44

0.75

1.25

Information Ratio

0.78

0.3

0.6

Calmar Ratio

1.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.7

High:

PLTR

156.89

Low:

-6.68

Details

19.7

High:

PLTR

156.89

Low:

-6.68

Details

Worst Drawdowns

Depth	Start	End	Total months
-30.6%	Sep 2021	Jan 2025	40
-9.57%	Jan 2020	Jun 2020	5
-8.62%	Jul 2026	Sep 2026	2
-6.3%	Feb 2026	Apr 2026	2
-6.26%	Oct 2026	-	1
-1.99%	Feb 2025	Apr 2025	2
-1.82%	Dec 2020	Jan 2021	1
-1.48%	Jul 2021	Aug 2021	1
-0.25%	Feb 2021	Mar 2021	1