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

This Month

+44.67%

Year To Date

+97.92%

2 Years

+177.75%

5 Years

-69.46%

10 Years

-12.91%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
42.14%
📊 ETFs
28.39%
💇‍♀️ Consumer Services
2.4%
💰 Finance
2.17%
🖥️ Technology Services
0.98%
🚚 Transportation
0.9%
⛏️ Energy Minerals
0.76%
❓ Other
0.53%
🛍️ Retail Trade
0.51%
⚡ Utilities
0.34%
💼 Commercial Services
0.31%
🧩 Miscellaneous
0.3%
🪙 Cryptocurrencies
0.18%
🍞 Consumer Non Durables
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
19.29%
🇺🇸 Chicago Board Options Exchange
11.57%
🇺🇸 Nasdaq
5.04%
🇬🇧 LSE
1.05%
Regular Trading Hours - RTH
0.53%
🌍 Digital Currency
0.18%
🇫🇷 Euronext Paris
0.14%
🇭🇰 Hong Kong Exchanges
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
6.56%
🇬🇧 United Kingdom
0.99%
🇨🇳 China
0.75%
🇫🇷 France
0.14%
🇷🇺 Russia
0.06%

Dividends

Dividend Yield

0.1%

25 out of 49 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $ROSNL.L (21.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ROSNL.L	0.01%	21.42%	-
RCL	0.01%	1.51%	-
AWK	0.01%	2.48%	$2.89
EZJ.L	0.01%	3.46%	$0.05
APA	0.01%	2.79%	$1
TME	0.01%	2.31%	$0.12
LSEG.L	0%	1.6%	$1.15
IAG.L	0%	2.12%	-
XOM	0%	2.73%	$3.76
OXY	0%	1.8%	$0.8
BP.L	0%	4.43%	$0.23
WYNN	0%	0.92%	$1
JPM	0%	1.86%	$4.4
MC.PA	0%	2.66%	$13
BABA	0%	0.73%	$0.98
MS	0%	2.06%	$3.4
META	0%	0.31%	$1
DIS	0%	1.41%	$0.75
QQQ	0%	0.43%	-
IBKR	0%	0.39%	-
CCL	0%	0.52%	-
CCL.L	0%	0.52%	-
LUV	0%	1.72%	$0.72
9988.HK	0%	0.75%	$0.98
GOOG	0%	0.25%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
MS	Pay Day	May 15, 2026	$1.00
LSEG.L	Pay Day	May 20, 2026	$1.39
APA	Pay Day	May 22, 2026	$0.25
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 2.4/10

Beta

2.93

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.11

Jensen's Alpha

-21.67

-22

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.16

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

-0.16

-1

0.3

0.6

Beta

2.93

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.11

Jensen's Alpha

-21.67

-22

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.16

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

-0.16

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.63

High:

BP.L

7,955.71

Low:

03690.HK

-20.22

Details

PEG Ratio

118.64

High:

JPM

602.25

Low:

ROSNL.L

0.09

Details

Price/Book

5.35

High:

GOOG

9.88

Low:

WYNN

-41.22

Details

Price/Sales

5.05

High:

HOOD

18.49

Low:

AF.PA

0.09

Details

Price/CF

14.66

High:

HOOD

90.65

Low:

AF.PA

0.7

Details

Price/FCF

32.92

High:

9988.HK

2,771.01

Low:

IBKR

1.2

Details

P/E Ratio

26.63

High:

BP.L

7,955.71

Low:

03690.HK

-20.22

Details

PEG Ratio

118.64

High:

JPM

602.25

Low:

ROSNL.L

0.09

Details

Price/Book

5.35

High:

GOOG

9.88

Low:

WYNN

-41.22

Details

Price/Sales

5.05

High:

HOOD

18.49

Low:

AF.PA

0.09

Details

Price/CF

14.66

High:

HOOD

90.65

Low:

AF.PA

0.7

Details

Price/FCF

32.92

High:

9988.HK

2,771.01

Low:

IBKR

1.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-96.15%	Jan 2018	-	100

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

This Month

+44.67%

Year To Date

+97.92%

2 Years

+177.75%

5 Years

-69.46%

10 Years

-12.91%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
42.14%
📊 ETFs
28.39%
💇‍♀️ Consumer Services
2.4%
💰 Finance
2.17%
🖥️ Technology Services
0.98%
🚚 Transportation
0.9%
⛏️ Energy Minerals
0.76%
❓ Other
0.53%
🛍️ Retail Trade
0.51%
⚡ Utilities
0.34%
💼 Commercial Services
0.31%
🧩 Miscellaneous
0.3%
🪙 Cryptocurrencies
0.18%
🍞 Consumer Non Durables
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
19.29%
🇺🇸 Chicago Board Options Exchange
11.57%
🇺🇸 Nasdaq
5.04%
🇬🇧 LSE
1.05%
Regular Trading Hours - RTH
0.53%
🌍 Digital Currency
0.18%
🇫🇷 Euronext Paris
0.14%
🇭🇰 Hong Kong Exchanges
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
6.56%
🇬🇧 United Kingdom
0.99%
🇨🇳 China
0.75%
🇫🇷 France
0.14%
🇷🇺 Russia
0.06%

Dividends

Dividend Yield

0.1%

25 out of 49 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $ROSNL.L (21.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ROSNL.L	0.01%	21.42%	-
RCL	0.01%	1.51%	-
AWK	0.01%	2.48%	$2.89
EZJ.L	0.01%	3.46%	$0.05
APA	0.01%	2.79%	$1
TME	0.01%	2.31%	$0.12
LSEG.L	0%	1.6%	$1.15
IAG.L	0%	2.12%	-
XOM	0%	2.73%	$3.76
OXY	0%	1.8%	$0.8
BP.L	0%	4.43%	$0.23
WYNN	0%	0.92%	$1
JPM	0%	1.86%	$4.4
MC.PA	0%	2.66%	$13
BABA	0%	0.73%	$0.98
MS	0%	2.06%	$3.4
META	0%	0.31%	$1
DIS	0%	1.41%	$0.75
QQQ	0%	0.43%	-
IBKR	0%	0.39%	-
CCL	0%	0.52%	-
CCL.L	0%	0.52%	-
LUV	0%	1.72%	$0.72
9988.HK	0%	0.75%	$0.98
GOOG	0%	0.25%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
MS	Pay Day	May 15, 2026	$1.00
LSEG.L	Pay Day	May 20, 2026	$1.39
APA	Pay Day	May 22, 2026	$0.25
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 2.4/10

Beta

2.93

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.11

Jensen's Alpha

-21.67

-22

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.16

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

-0.16

-1

0.3

0.6

Beta

2.93

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.11

Jensen's Alpha

-21.67

-22

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.16

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

9988.HK

2,771.01

Low:

IBKR

1.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-96.15%	Jan 2018	-	100