Portfolio of welshpete on eToro

welshpete

🇬🇧 Stock Momentum Investor.

17 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

+1.07%

Year To Date

+11.58%

2 Years

+8.12%

5 Years

+93.72%

10 Years

+11.32%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.19%
💰 Finance
20.3%
🛍️ Retail Trade
16.68%
🏭 Industrial Services
10.36%
🧬 Health Technology
7.65%
💇‍♀️ Consumer Services
5.52%
💵 Cash
4.86%
💻 Electronic Technology
4.04%
🚚 Transportation
2.94%
🍞 Consumer Non Durables
1.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
35.55%
🇬🇧 LSE
34.13%
🇺🇸 NYSE
26.19%

Countries Breakdown

Country
Total

🇺🇸 United States
53.33%
🇬🇧 United Kingdom
39.48%
🇧🇲 Bermuda
3.07%

Dividends

Dividend Yield

1.8%

12 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $INVP.L (6.37%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
INVP.L	0.59%	6.37%	$0.35
GFRD.L	0.35%	3.38%	$0.12
LLOY.L	0.34%	4.28%	$0.03
GSK	0.19%	3.64%	$1.45
TSCO.L	0.1%	2.73%	$0.12
ESNT	0.06%	2.03%	$1.06
MRK	0.05%	2.28%	$3.04
IAG.L	0.05%	1.71%	-
GOOG	0.02%	0.31%	$0.2
MSFT	0.02%	0.71%	$3
AAPL	0.01%	0.31%	$0.97
DIS	0.01%	1.35%	$0.75

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
GFRD.L	Ex-Dividend	Nov 10, 2026	$0.09
GSK	Ex-Dividend	Nov 14, 2026	$0.46
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
ESNT	Ex-Dividend	Dec 1, 2026	$0.35
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
INVP.L	Ex-Dividend	Dec 8, 2026	$0.28
MRK	Ex-Dividend	Dec 15, 2026	$0.85
DIS	Ex-Dividend	Dec 30, 2026	$0.75
LLOY.L	Ex-Dividend	Feb 4, 2027	$0.03
TSCO.L	Ex-Dividend	Apr 13, 2027	$0.13

Performance Metrics

Score 4.2/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

0.85

Jensen's Alpha

-1.25

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.5

1.5

Sortino Ratio

0.85

Jensen's Alpha

-1.25

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

20.9

High:

MRK

152.7

Low:

SNAP

-28.71

Details

PEG Ratio

1.01

High:

ABNB

6.05

Low:

CROX

0.03

Details

Price/Book

6.01

High:

AAPL

46.83

Low:

INVP.L

0.95

Details

Price/Sales

5.1

High:

MSFT

11.22

Low:

GFRD.L

0.37

Details

Price/CF

19.51

High:

AAPL

28.46

Low:

IAG.L

3.69

Details

Price/FCF

89.81

High:

GOOG

465.97

Low:

IAG.L

7.39

Details