Portfolio of AaronChang on eToro

AaronChang

🇹🇼 ETF and Stock 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

-27.59%

This Month

+70.83%

Year To Date

+174.29%

2 Years

+212.99%

5 Years

-63.94%

10 Years

-10.71%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
25.52%
💵 Cash
10.21%
❓ Other
5.28%
💰 Finance
1.74%
🖥️ Technology Services
1.36%
💇‍♀️ Consumer Services
1.3%
🚚 Transportation
0.57%
🛍️ Retail Trade
0.3%
🧩 Miscellaneous
0.25%
⚡ Utilities
0.24%
💼 Commercial Services
0.23%
🪙 Cryptocurrencies
0.15%
⛏️ Energy Minerals
0.12%
🍞 Consumer Non Durables
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Chicago Board Options Exchange
16.05%
🇺🇸 NYSE
9.87%
🇺🇸 Nasdaq
9.66%
Regular Trading Hours - RTH
0.74%
🇬🇧 LSE
0.54%
🌍 Digital Currency
0.15%
🇫🇷 Euronext Paris
0.08%
🇭🇰 Hong Kong Exchanges
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
4.85%
🇬🇧 United Kingdom
0.49%
🇨🇳 China
0.48%
🇫🇷 France
0.08%
🇷🇺 Russia
0.04%

Dividends

Dividend Yield

0.06%

19 out of 43 instruments pay dividend.

1 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%	1.99%	-
ROSNL.L	0.01%	21.42%	-
AWK	0.01%	2.41%	$2.89
TME	0%	2.74%	$0.12
LSEG.L	0%	1.65%	$1.15
IAG.L	0%	1.74%	-
BP.L	0%	3.93%	$0.23
JPM	0%	1.85%	$4.4
WYNN	0%	1.37%	$1
BABA	0%	1.03%	$0.98
MS	0%	2.31%	$3.4
META	0%	0.33%	$1
DIS	0%	1.33%	$0.75
MC.PA	0%	1.44%	$13
IBKR	0%	0.42%	-
QQQ	0%	0.4%	-
LUV	0%	1.72%	$0.72
9988.HK	0%	1.05%	$0.98
GOOG	0%	0.27%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
JPM	Pay Day	Oct 31, 2026	$1.50
MS	Ex-Dividend	Oct 31, 2026	$1.00
AWK	Ex-Dividend	Nov 11, 2026	$0.90
WYNN	Ex-Dividend	Nov 14, 2026	$0.25
IBKR	Ex-Dividend	Dec 1, 2026	$0.09
LUV	Ex-Dividend	Dec 3, 2026	$0.18
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
RCL	Ex-Dividend	Dec 17, 2026	$1.50
META	Ex-Dividend	Dec 21, 2026	$0.53
JDST	Ex-Dividend	Dec 23, 2026	$0.00
LABD	Ex-Dividend	Dec 23, 2026	$0.00
SOXS	Ex-Dividend	Dec 23, 2026	$0.00
DIS	Ex-Dividend	Dec 30, 2026	$0.75
JPM	Ex-Dividend	Jan 6, 2027	$1.50
LSEG.L	Ex-Dividend	Feb 18, 2027	$1.39
TME	Ex-Dividend	Apr 2, 2027	$0.24
9988.HK	Ex-Dividend	Jun 10, 2027	$0.13
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 2.6/10

Beta

2.9

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.25

Jensen's Alpha

-18.64

-19

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.34

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

-0.09

-1

0.3

0.6

Beta

2.9

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.25

Jensen's Alpha

-18.64

-19

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.34

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

-0.09

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.75

High:

HOOD

50.53

Low:

COIN

-49

Details

PEG Ratio

1.82

High:

AWK

5.53

Low:

ROSNL.L

Details

Price/Book

4.94

High:

HOOD

10.82

Low:

WYNN

-47.09

Details

Price/Sales

5.42

High:

MSTR

116.32

Low:

AAL

0.13

Details

Price/CF

12.98

High:

MSTR

7,511.07

Low:

IBKR

1.78

Details

Price/FCF

31.34

High:

9988.HK

2,771.01

Low:

IBKR

1.8

Details

P/E Ratio

28.75

High:

HOOD

50.53

Low:

COIN

-49

Details

Worst Drawdowns

Depth	Start	End	Total months
-96.15%	Jan 2018	-	106

Monthly Performance

Portfolio of AaronChang on eToro

AaronChang

🇹🇼 ETF and Stock 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

-27.59%

This Month

+70.83%

Year To Date

+174.29%

2 Years

+212.99%

5 Years

-63.94%

10 Years

-10.71%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
25.52%
💵 Cash
10.21%
❓ Other
5.28%
💰 Finance
1.74%
🖥️ Technology Services
1.36%
💇‍♀️ Consumer Services
1.3%
🚚 Transportation
0.57%
🛍️ Retail Trade
0.3%
🧩 Miscellaneous
0.25%
⚡ Utilities
0.24%
💼 Commercial Services
0.23%
🪙 Cryptocurrencies
0.15%
⛏️ Energy Minerals
0.12%
🍞 Consumer Non Durables
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Chicago Board Options Exchange
16.05%
🇺🇸 NYSE
9.87%
🇺🇸 Nasdaq
9.66%
Regular Trading Hours - RTH
0.74%
🇬🇧 LSE
0.54%
🌍 Digital Currency
0.15%
🇫🇷 Euronext Paris
0.08%
🇭🇰 Hong Kong Exchanges
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
4.85%
🇬🇧 United Kingdom
0.49%
🇨🇳 China
0.48%
🇫🇷 France
0.08%
🇷🇺 Russia
0.04%

Dividends

Dividend Yield

0.06%

19 out of 43 instruments pay dividend.

1 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%	1.99%	-
ROSNL.L	0.01%	21.42%	-
AWK	0.01%	2.41%	$2.89
TME	0%	2.74%	$0.12
LSEG.L	0%	1.65%	$1.15
IAG.L	0%	1.74%	-
BP.L	0%	3.93%	$0.23
JPM	0%	1.85%	$4.4
WYNN	0%	1.37%	$1
BABA	0%	1.03%	$0.98
MS	0%	2.31%	$3.4
META	0%	0.33%	$1
DIS	0%	1.33%	$0.75
MC.PA	0%	1.44%	$13
IBKR	0%	0.42%	-
QQQ	0%	0.4%	-
LUV	0%	1.72%	$0.72
9988.HK	0%	1.05%	$0.98
GOOG	0%	0.27%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
JPM	Pay Day	Oct 31, 2026	$1.50
MS	Ex-Dividend	Oct 31, 2026	$1.00
AWK	Ex-Dividend	Nov 11, 2026	$0.90
WYNN	Ex-Dividend	Nov 14, 2026	$0.25
IBKR	Ex-Dividend	Dec 1, 2026	$0.09
LUV	Ex-Dividend	Dec 3, 2026	$0.18
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
RCL	Ex-Dividend	Dec 17, 2026	$1.50
META	Ex-Dividend	Dec 21, 2026	$0.53
JDST	Ex-Dividend	Dec 23, 2026	$0.00
LABD	Ex-Dividend	Dec 23, 2026	$0.00
SOXS	Ex-Dividend	Dec 23, 2026	$0.00
DIS	Ex-Dividend	Dec 30, 2026	$0.75
JPM	Ex-Dividend	Jan 6, 2027	$1.50
LSEG.L	Ex-Dividend	Feb 18, 2027	$1.39
TME	Ex-Dividend	Apr 2, 2027	$0.24
9988.HK	Ex-Dividend	Jun 10, 2027	$0.13
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 2.6/10

Beta

2.9

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.25

Jensen's Alpha

-18.64

-19

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.34

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

-0.09

-1

0.3

0.6

Beta

2.9

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.25

Jensen's Alpha

-18.64

-19

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.34

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

-0.09

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.75

High:

HOOD

50.53

Low:

COIN

-49

Details

1.82

High:

AWK

5.53

Low:

ROSNL.L

Details

Price/Book

4.94

High:

HOOD

10.82

Low:

WYNN

-47.09

Details

Price/Sales

5.42

High:

MSTR

116.32

Low:

AAL

0.13

Details

Price/CF

12.98

High:

MSTR

7,511.07

Low:

IBKR

1.78

Details

Price/FCF

31.34

High:

9988.HK

2,771.01

Low:

IBKR

1.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-96.15%	Jan 2018	-	106