AussieEconomy's Factsheet • May 31, 2026
MAY
+2.81%
YEAR TO DATE
+5.7%
1 YEAR
+20.94%
ALL TIME
+51.34%
ANNUALIZED RETURN
+11.68%
TRACK RECORD
4 years
About AussieEconomy
Australia is the world’s sixth-largest country. Almost an entire continent by itself, the country boasts a high-income stable economy that has achieved unparalleled growth in past decades.
Australia is rich in natural resources and holds several free trade agreements with many other countries in the region. It is a major exporter of agricultural products, minerals such as gold, iron ore and lithium, and energy from liquified natural gas and coal. The country also offers substantial industries, including banking, software and biotech, making "Down Under" a diversified financial market.
The low-risk environment and skilled workforce make the country a highly attractive destination for foreign direct investments.
The AussieEconomy Smart Portfolio allocates capital to stocks of companies from eToro's asset universe across diversified industries in Australia.
The minimum investment amount for this portfolio is $500.
Australia is rich in natural resources and holds several free trade agreements with many other countries in the region. It is a major exporter of agricultural products, minerals such as gold, iron ore and lithium, and energy from liquified natural gas and coal. The country also offers substantial industries, including banking, software and biotech, making "Down Under" a diversified financial market.
The low-risk environment and skilled workforce make the country a highly attractive destination for foreign direct investments.
The AussieEconomy Smart Portfolio allocates capital to stocks of companies from eToro's asset universe across diversified industries in Australia.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
261
Assets Under Copy
$300K-$1M
Risk Score
5
Type
Smart Portfolio
Copiers
261
Assets Under Copy
$300K-$1M
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.65% | Feb 2026 | - | 4 |
-7.42% | Aug 2023 | Feb 2024 | 6 |
-5.28% | Feb 2025 | May 2025 | 3 |
-4.49% | Dec 2022 | Jan 2023 | 1 |
-4.42% | Oct 2024 | Jan 2025 | 3 |
-3.52% | May 2024 | Sep 2024 | 4 |
-3.51% | Feb 2023 | Jul 2023 | 5 |
-2.8% | Sep 2022 | Oct 2022 | 1 |
Performance Metrics
Score 4.9/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-0.66
-0.66
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
1.39
1.39
0
0.3
0.6
2
2
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-0.66
-0.66
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
1.39
1.39
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals34.3%
- 🖥️ Technology Services17.94%
- ⛏️ Energy Minerals12.37%
- 💇♀️ Consumer Services5.78%
- 🛠️ Producer Manufacturing3.94%
- 🧬 Health Technology3.59%
- 🧪 Process Industries3.07%
- 🚚 Transportation2.98%
- 🛍️ Retail Trade2.78%
- 🏭 Industrial Services2.54%
- 💼 Commercial Services2.49%
- 💰 Finance2.46%
- ⚡ Utilities2.32%
- 🏥 Health Services1.87%
- 💵 Cash1.73%
Exchanges Breakdown
- Exchange
- Total
- 🇦🇺 Sydney98.43%
Countries Breakdown
- Country
- Total
- 🇦🇺 Australia98.43%
Dividends
Dividend Yield
2.16%
28 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $WDS.ASX (5.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDS.ASX | 0.18% | 5.99% | $2.16 |
 STO.ASX | 0.18% | 4.9% | $0.4 |
 AGL.ASX | 0.14% | 5.83% | $0.49 |
 WOR.ASX | 0.12% | 4.63% | $0.5 |
 NST.ASX | 0.12% | 2.68% | $0.31 |
 BSL.ASX | 0.11% | 2.83% | $0.5 |
 QBE.ASX | 0.11% | 4.4% | $0.62 |
 QAN.ASX | 0.1% | 3.41% | - |
 SHL.ASX | 0.1% | 5.28% | $1.05 |
 RIO.ASX | 0.09% | 3.41% | $6.54 |
 S32.ASX | 0.08% | 1.41% | $0.06 |
 ALD.ASX | 0.08% | 3.08% | $2.15 |
 CAR.ASX | 0.08% | 3.42% | $0.67 |
 ORI.ASX | 0.08% | 2.57% | $0.44 |
 RMS.ASX | 0.08% | 2.68% | - |
 EVN.ASX | 0.07% | 2.7% | $0.04 |
 FLT.ASX | 0.07% | 3.41% | $0.28 |
 WOW.ASX | 0.06% | 2.24% | $1.05 |
 SEK.ASX | 0.06% | 3.9% | $0.42 |
 CIA.ASX | 0.05% | 3.36% | $0.22 |
 ALQ.ASX | 0.05% | 1.88% | $0.39 |
 ALL.ASX | 0.04% | 1.68% | $0.7 |
 WHC.ASX | 0.04% | 1.24% | $0.49 |
 TNE.ASX | 0.03% | 0.97% | $0.17 |
 HUB.ASX | 0.02% | 0.98% | $0.37 |
 WTC.ASX | 0.01% | 0.68% | $0.16 |
 WGX.ASX | 0.01% | 0.62% | - |
 CMM.ASX | 0.01% | 0.41% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ALL.ASX | Pay Day | Jul 1, 2026 | $0.36 |
ORI.ASX | Pay Day | Jul 3, 2026 | $0.21 |
ALQ.ASX | Pay Day | Jul 3, 2026 | $0.17 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results