Portfolio of AaronChang on eToro

AaronChang

🇹🇼 ETF Quant Investor.

2 copiers.

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

Summary

+10.03%

This Month

+94.34%

Year To Date

+142.37%

2 Years

+270.18%

5 Years

-58.97%

10 Years

-9.77%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
55.39%
📊 ETFs
36.36%
💇‍♀️ Consumer Services
1.91%
💰 Finance
1.88%
🚚 Transportation
0.95%
🖥️ Technology Services
0.73%
⛏️ Energy Minerals
0.5%
❓ Other
0.49%
🚗 Consumer Durables
0.39%
🛍️ Retail Trade
0.32%
🧩 Miscellaneous
0.26%
⚡ Utilities
0.24%
💼 Commercial Services
0.2%
🪙 Cryptocurrencies
0.11%
🍞 Consumer Non Durables
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
20.55%
🇺🇸 Chicago Board Options Exchange
16.97%
🇺🇸 Nasdaq
5.03%
🇬🇧 LSE
0.73%
Regular Trading Hours - RTH
0.49%
🇺🇸 OTC Markets Stock Exchange
0.39%
🇫🇷 Euronext Paris
0.12%
🌍 Digital Currency
0.11%
🇭🇰 Hong Kong Exchanges
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
5.49%
🇬🇧 United Kingdom
0.69%
🇨🇳 China
0.5%
🇯🇵 Japan
0.39%
🇫🇷 France
0.12%
🇷🇺 Russia
0.04%

Dividends

Dividend Yield

0.08%

25 out of 50 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ROSNL.L (21.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RCL	0.01%	1.72%	-
ROSNL.L	0.01%	21.42%	-
AWK	0.01%	2.76%	$2.89
EZJ.L	0.01%	2.86%	$0.05
TME	0%	2.5%	$0.12
IAG.L	0%	1.66%	-
APA	0%	2.64%	$1
LSEG.L	0%	1.58%	$1.15
JPM	0%	1.93%	$4.4
XOM	0%	2.68%	$3.76
WYNN	0%	0.97%	$1
MC.PA	0%	2.69%	$13
BP.L	0%	4.58%	$0.23
OXY	0%	1.7%	$0.8
MS	0%	1.84%	$3.4
CCL	0%	1.08%	-
BABA	0%	0.82%	$0.98
NTDOY	0%	0.35%	$0.24
META	0%	0.34%	$1
DIS	0%	1.51%	$0.75
IBKR	0%	0.38%	-
QQQ	0%	0.38%	-
LUV	0%	1.76%	$0.72
9988.HK	0%	0.84%	$0.98
GOOG	0%	0.23%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
META	Pay Day	Jun 25, 2026	$0.53
BP.L	Pay Day	Jun 26, 2026	$0.08
DIS	Ex-Dividend	Jun 30, 2026	$0.75
LUV	Pay Day	Jul 2, 2026	$0.18
RCL	Pay Day	Jul 2, 2026	$1.50
JPM	Ex-Dividend	Jul 6, 2026	$1.50
9988.HK	Pay Day	Jul 6, 2026	$0.13
BABA	Pay Day	Jul 13, 2026	$1.05
OXY	Pay Day	Jul 15, 2026	$0.26
DIS	Pay Day	Jul 22, 2026	$0.75
APA	Ex-Dividend	Jul 22, 2026	$0.25
JPM	Pay Day	Jul 31, 2026	$1.50
APA	Pay Day	Aug 21, 2026	$0.25

Performance Metrics

Score 2.5/10

Beta

2.91

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-21.92

-22

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Beta

2.91

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-21.92

-22

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

23.89

High:

OXY

66.96

Low:

03690.HK

-10.86

Details

PEG Ratio

189

High:

AWK

749.58

Low:

ROSNL.L

0.09

Details

Price/Book

5.16

High:

GOOG

9.35

Low:

WYNN

-50.74

Details

Price/Sales

4.9

High:

HOOD

17.39

Low:

AF.PA

0.09

Details

Price/CF

12.23

High:

HOOD

90.65

Low:

AF.PA

0.53

Details

Price/FCF

25.85

High:

9988.HK

2,771.01

Low:

IBKR

0.84

Details

P/E Ratio

23.89

High:

OXY

66.96

Low:

03690.HK

-10.86

Details

PEG Ratio

189

High:

AWK

749.58

Low:

ROSNL.L

0.09

Details

Price/Book

5.16

High:

GOOG

9.35

Low:

WYNN

-50.74

Details

Price/Sales

4.9

High:

HOOD

17.39

Low:

AF.PA

0.09

Details

Price/CF

12.23

High:

HOOD

90.65

Low:

AF.PA

0.53

Details

Price/FCF

25.85

High:

9988.HK

2,771.01

Low:

IBKR

0.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-96.15%	Jan 2018	-	102

Monthly Performance

Portfolio of AaronChang on eToro

AaronChang

🇹🇼 ETF Quant Investor.

2 copiers.

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

Summary

+10.03%

This Month

+94.34%

Year To Date

+142.37%

2 Years

+270.18%

5 Years

-58.97%

10 Years

-9.77%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
55.39%
📊 ETFs
36.36%
💇‍♀️ Consumer Services
1.91%
💰 Finance
1.88%
🚚 Transportation
0.95%
🖥️ Technology Services
0.73%
⛏️ Energy Minerals
0.5%
❓ Other
0.49%
🚗 Consumer Durables
0.39%
🛍️ Retail Trade
0.32%
🧩 Miscellaneous
0.26%
⚡ Utilities
0.24%
💼 Commercial Services
0.2%
🪙 Cryptocurrencies
0.11%
🍞 Consumer Non Durables
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
20.55%
🇺🇸 Chicago Board Options Exchange
16.97%
🇺🇸 Nasdaq
5.03%
🇬🇧 LSE
0.73%
Regular Trading Hours - RTH
0.49%
🇺🇸 OTC Markets Stock Exchange
0.39%
🇫🇷 Euronext Paris
0.12%
🌍 Digital Currency
0.11%
🇭🇰 Hong Kong Exchanges
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
5.49%
🇬🇧 United Kingdom
0.69%
🇨🇳 China
0.5%
🇯🇵 Japan
0.39%
🇫🇷 France
0.12%
🇷🇺 Russia
0.04%

Dividends

Dividend Yield

0.08%

25 out of 50 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ROSNL.L (21.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RCL	0.01%	1.72%	-
ROSNL.L	0.01%	21.42%	-
AWK	0.01%	2.76%	$2.89
EZJ.L	0.01%	2.86%	$0.05
TME	0%	2.5%	$0.12
IAG.L	0%	1.66%	-
APA	0%	2.64%	$1
LSEG.L	0%	1.58%	$1.15
JPM	0%	1.93%	$4.4
XOM	0%	2.68%	$3.76
WYNN	0%	0.97%	$1
MC.PA	0%	2.69%	$13
BP.L	0%	4.58%	$0.23
OXY	0%	1.7%	$0.8
MS	0%	1.84%	$3.4
CCL	0%	1.08%	-
BABA	0%	0.82%	$0.98
NTDOY	0%	0.35%	$0.24
META	0%	0.34%	$1
DIS	0%	1.51%	$0.75
IBKR	0%	0.38%	-
QQQ	0%	0.38%	-
LUV	0%	1.76%	$0.72
9988.HK	0%	0.84%	$0.98
GOOG	0%	0.23%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
META	Pay Day	Jun 25, 2026	$0.53
BP.L	Pay Day	Jun 26, 2026	$0.08
DIS	Ex-Dividend	Jun 30, 2026	$0.75
LUV	Pay Day	Jul 2, 2026	$0.18
RCL	Pay Day	Jul 2, 2026	$1.50
JPM	Ex-Dividend	Jul 6, 2026	$1.50
9988.HK	Pay Day	Jul 6, 2026	$0.13
BABA	Pay Day	Jul 13, 2026	$1.05
OXY	Pay Day	Jul 15, 2026	$0.26
DIS	Pay Day	Jul 22, 2026	$0.75
APA	Ex-Dividend	Jul 22, 2026	$0.25
JPM	Pay Day	Jul 31, 2026	$1.50
APA	Pay Day	Aug 21, 2026	$0.25

Performance Metrics

Score 2.5/10

Beta

2.91

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-21.92

-22

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

-0.13

-1

0.3

0.6

Beta

2.91

0.8

1.2

Sharpe Ratio

0.13

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-21.92

-22

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

9988.HK

2,771.01

Low:

IBKR

0.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-96.15%	Jan 2018	-	102