Portfolio of AaronChang on eToro

AaronChang

🇹🇼 Quant Stock Investor.

3 copiers.

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

Summary

+0.02%

Today

+39.03%

This Month

-43.12%

Year To Date

+13.25%

2 Years

+85.39%

5 Years

-26.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
43.79%
💇‍♀️ Consumer Services
10.11%
💰 Finance
6.7%
💵 Cash
4.96%
🚚 Transportation
3.79%
⛏️ Energy Minerals
2.52%
🖥️ Technology Services
2.39%
🪙 Cryptocurrencies
1.18%
🛍️ Retail Trade
0.66%
💻 Electronic Technology
0.32%
⚡ Utilities
0.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.64%
🇺🇸 Nasdaq
16.32%
🇺🇸 Chicago Board Options Exchange
13.47%
🇬🇧 LSE
3.07%
🇩🇪 FRA
1.53%
🌍 Digital Currency
1.18%
🇭🇰 Hong Kong Exchanges
0.4%
🇫🇷 Euronext Paris
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
21.37%
🇬🇧 United Kingdom
2.86%
🇩🇪 Germany
1.53%
🇨🇳 China
0.68%
🇷🇺 Russia
0.21%
🇫🇷 France
0.07%

Dividends

Dividend Yield

-0.24%

25 out of 43 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $ROSNL.L (21.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.14%	4.21%	-
APA	0.06%	5.69%	$1
ROSNL.L	0.05%	21.42%	-
EZJ.L	0.03%	2.24%	$0.05
XOM	0.02%	4.54%	$3.76
RCL	0.02%	0.67%	-
IAG.L	0.02%	2.14%	-
BP.L	0.01%	6.58%	$0.23
WYNN	0.01%	1.03%	$1
OXY	0.01%	2.14%	$0.8
JPM	0.01%	1.89%	$4.4
MS	0.01%	2.8%	$3.4
EWZ	0.01%	7.43%	-
META	0.01%	0.32%	$1
QQQ	0.01%	0.63%	-
AWK	0%	2.19%	$2.89
IBKR	0%	0.51%	$0.55
DIS	0%	0.88%	$0.75
LUV	0%	2.2%	$0.72
9988.HK	0%	0.83%	$0.98
BABA	0%	0.79%	$0.98
GOOG	0%	0.48%	$0.2
DRIP	-0.03%	-3.16%	-
LABD	-0.08%	-4.18%	-
SOXS	-0.55%	-5.28%	-

Next Dividends

Stock	Type	Date	Pay Per Share
APA	Pay Day	May 22, 2025	$0.25
WYNN	Pay Day	May 30, 2025	$0.25
IBKR	Ex-Dividend	May 30, 2025	$0.32
AWK	Pay Day	Jun 3, 2025	$0.83
RCL	Ex-Dividend	Jun 4, 2025	$0.75
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
XOM	Pay Day	Jun 10, 2025	$0.99
OXY	Ex-Dividend	Jun 10, 2025	$0.24
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
IBKR	Pay Day	Jun 13, 2025	$0.32
GOOG	Pay Day	Jun 16, 2025	$0.21
LUV	Ex-Dividend	Jun 18, 2025	$0.18
DIS	Ex-Dividend	Jun 24, 2025	$0.50
9988.HK	Pay Day	Jul 3, 2025	$0.25
RCL	Pay Day	Jul 3, 2025	$0.75
LUV	Pay Day	Jul 9, 2025	$0.18
OXY	Pay Day	Jul 15, 2025	$0.24
DIS	Pay Day	Jul 23, 2025	$0.50
EWZ	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 2.1/10

Beta

2.91

0.8

1.2

Sharpe Ratio

-0.2

-1

0.5

1.5

Sortino Ratio

-0.25

-1

Jensen's Alpha

-33.4

-34

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

-0.36

-1

0.75

1.25

Information Ratio

-0.42

-1

0.3

0.6

Calmar Ratio

-0.31

-1

0.3

0.6

Beta

2.91

0.8

1.2

Sharpe Ratio

-0.2

-1

0.5

1.5

Sortino Ratio

-0.25

-1

Jensen's Alpha

-33.4

-34

4.5

Omega Ratio

0.71

1.5

2.5

Treynor Ratio

-0.36

-1

0.75

1.25

Information Ratio

-0.42

-1

0.3

0.6

Calmar Ratio

-0.31

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

21.45

High:

COIN

49.93

Low:

BP.L

-64.17

Details

PEG Ratio

297.53

High:

IAG.L

1,035.11

Low:

ROSNL.L

0.09

Details

Price/Book

4.99

High:

META

8.73

Low:

-46.55

Details

Price/Sales

4.12

High:

COIN

10.45

Low:

AF.PA

0.07

Details

Price/CF

13.52

High:

82.42

Low:

AF.PA

0.56

Details

Price/FCF

25.39

High:

03690.HK

387.81

Low:

IBKR

1.4

Details