Portfolio of AldenJames on eToro

AldenJames

🇲🇾 Stock Market Neutral Investor.

18 copiers.

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

Summary

+7.97%

This Month

+10.18%

Year To Date

+12.57%

2 Years

+4.23%

5 Years

+6.78%

10 Years

+1.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
15.09%
🪨 Non Energy Minerals
14.84%
💻 Electronic Technology
14.61%
🖥️ Technology Services
12.5%
⚡ Utilities
11.73%
🛠️ Producer Manufacturing
4.32%
🚚 Transportation
3.77%
🏭 Industrial Services
3.72%
📊 ETFs
3.45%
🍞 Consumer Non Durables
3.26%
🚗 Consumer Durables
3.15%
💇‍♀️ Consumer Services
1.75%
⛏️ Energy Minerals
1.69%
🛍️ Retail Trade
1.13%
🧬 Health Technology
1.12%
🧪 Process Industries
1.08%
📦 Distribution Services
0.99%
🏥 Health Services
0.97%
💼 Commercial Services
0.71%
💵 Cash
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
65.41%
🇺🇸 Nasdaq
34.46%

Countries Breakdown

Country
Total

🇺🇸 United States
78.63%
🇨🇦 Canada
3.96%
🇿🇦 South Africa
3.43%
🇰🇾 Cayman Islands
2.23%
🇸🇬 Singapore
1.49%
🇹🇼 Taiwan
1.37%
🇨🇾 Cyprus
1.2%
🇱🇺 Luxembourg
1.14%
🇮🇱 Israel
0.88%
🇧🇷 Brazil
0.54%
🇧🇲 Bermuda
0.54%
🇮🇹 Italy
0.52%
🇨🇭 Switzerland
0.48%

Dividends

Dividend Yield

0.48%

53 out of 92 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PBR (8.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PSTL	0.06%	4.58%	$0.96
GFI	0.06%	2.46%	$0.31
FRO	0.06%	4.77%	$2.17
PBR	0.04%	8.07%	$1.73
ES	0.03%	4.44%	$2.78
DHT	0.03%	5.25%	$1.05
C	0.03%	1.77%	$2.12
SO	0.03%	3.16%	$2.82
DRH	0.03%	3.14%	$0.12
EXC	0.03%	3.49%	$1.48
D	0.03%	4.3%	$2.67
DUK	0.03%	3.3%	$4.1
ALL	0.02%	1.92%	$3.62
B	0.02%	1.97%	$0.4
AEP	0.02%	2.82%	$3.47
XEL	0.02%	2.86%	$2.13
WEC	0.02%	3.17%	$3.23
DTE	0.02%	3.12%	$4.01
SBSW	0.02%	1.85%	$0.3
PNW	0.02%	3.54%	$3.51
FE	0.02%	3.67%	$1.64
CYD	0.02%	1.2%	-
E	0.02%	2.93%	$1.46
CMS	0.01%	2.92%	$2.01
NEE	0.01%	2.52%	$1.97
PPL	0.01%	2.86%	$1
SRE	0.01%	2.79%	$2.43
NI	0.01%	2.46%	$1.05
CGAU	0.01%	1.02%	-
GM	0.01%	0.78%	$0.42
LMT	0.01%	2.32%	$12.45
MSFT	0.01%	0.85%	$3
CNP	0.01%	2.09%	$0.79
JPM	0.01%	1.86%	$4.4
NEXA	0.01%	0.83%	$0.19
TSM	0.01%	0.62%	$1.74
META	0.01%	0.31%	$1
HCI	0.01%	1.04%	$1.6
GOOG	0%	0.25%	$0.2
MU	0%	0.11%	$0.46
WRB.US	0%	-0.55%	$-0.45
PJT	0%	-0.64%	$-1
EXP	-0.01%	-0.49%	$-1
MMI	-0.01%	-1.79%	$-0.5
HLI	-0.02%	-1.49%	$-2.22
AIN	-0.02%	-1.88%	$-1.03
LAZ	-0.02%	-4.15%	$-2
OXM	-0.03%	-6.13%	$-2.64
DTM	-0.03%	-2.53%	$-2.85
CNA	-0.04%	-3.9%	$-1.72
WHR	-0.05%	-7.77%	$-7
AVA	-0.05%	-4.77%	$-1.87
APAM	-0.07%	-8.8%	$-2.55

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2026	$1.50
NI	Ex-Dividend	Apr 30, 2026	$0.30
OXM	Pay Day	May 1, 2026	-$0.70
C	Ex-Dividend	May 4, 2026	$0.60
FE	Ex-Dividend	May 7, 2026	$0.47
WEC	Ex-Dividend	May 14, 2026	$0.95
NI	Pay Day	May 20, 2026	$0.30
MSFT	Ex-Dividend	May 21, 2026	$0.91
CNP	Ex-Dividend	May 21, 2026	$0.23
C	Pay Day	May 22, 2026	$0.60
FE	Pay Day	Jun 1, 2026	$0.47
WEC	Pay Day	Jun 1, 2026	$0.95
MSFT	Pay Day	Jun 11, 2026	$0.91
CNP	Pay Day	Jun 11, 2026	$0.23
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95
NEXA	Ex-Dividend	Jul 28, 2026	$0.13
NEXA	Pay Day	Aug 11, 2026	$0.13

Performance Metrics

Score 2.8/10

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.31

-1

0.5

1.5

Sortino Ratio

-0.39

-1

Jensen's Alpha

-4.34

-5

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1.6

-2

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.31

-1

0.5

1.5

Sortino Ratio

-0.39

-1

Jensen's Alpha

-4.34

-5

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1.6

-2

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

High:

KTOS

539.44

Low:

CGNT

-932.71

Details

PEG Ratio

188.02

High:

WEC

4,927.03

Low:

CGNT

-985.99

Details

Price/Book

6.55

High:

LITE

75.4

Low:

LGIH

0.48

Details

Price/Sales

6.76

High:

LITE

37.29

Low:

WHR

0.21

Details

Price/CF

17.2

High:

KTOS

668.08

Low:

PBR

2.23

Details

Price/FCF

44.53

High:

CNP

2,846

Low:

HRTG

5.2

Details

Worst Drawdowns

Depth	Start	End	Total months
-25.51%	Nov 2021	-	54
-3.8%	Aug 2021	Oct 2021	2

Monthly Performance

Portfolio of AldenJames on eToro

AldenJames

🇲🇾 Stock Market Neutral Investor.

18 copiers.

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

Summary

+7.97%

This Month

+10.18%

Year To Date

+12.57%

2 Years

+4.23%

5 Years

+6.78%

10 Years

+1.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
15.09%
🪨 Non Energy Minerals
14.84%
💻 Electronic Technology
14.61%
🖥️ Technology Services
12.5%
⚡ Utilities
11.73%
🛠️ Producer Manufacturing
4.32%
🚚 Transportation
3.77%
🏭 Industrial Services
3.72%
📊 ETFs
3.45%
🍞 Consumer Non Durables
3.26%
🚗 Consumer Durables
3.15%
💇‍♀️ Consumer Services
1.75%
⛏️ Energy Minerals
1.69%
🛍️ Retail Trade
1.13%
🧬 Health Technology
1.12%
🧪 Process Industries
1.08%
📦 Distribution Services
0.99%
🏥 Health Services
0.97%
💼 Commercial Services
0.71%
💵 Cash
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
65.41%
🇺🇸 Nasdaq
34.46%

Countries Breakdown

Country
Total

🇺🇸 United States
78.63%
🇨🇦 Canada
3.96%
🇿🇦 South Africa
3.43%
🇰🇾 Cayman Islands
2.23%
🇸🇬 Singapore
1.49%
🇹🇼 Taiwan
1.37%
🇨🇾 Cyprus
1.2%
🇱🇺 Luxembourg
1.14%
🇮🇱 Israel
0.88%
🇧🇷 Brazil
0.54%
🇧🇲 Bermuda
0.54%
🇮🇹 Italy
0.52%
🇨🇭 Switzerland
0.48%

Dividends

Dividend Yield

0.48%

53 out of 92 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PBR (8.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PSTL	0.06%	4.58%	$0.96
GFI	0.06%	2.46%	$0.31
FRO	0.06%	4.77%	$2.17
PBR	0.04%	8.07%	$1.73
ES	0.03%	4.44%	$2.78
DHT	0.03%	5.25%	$1.05
C	0.03%	1.77%	$2.12
SO	0.03%	3.16%	$2.82
DRH	0.03%	3.14%	$0.12
EXC	0.03%	3.49%	$1.48
D	0.03%	4.3%	$2.67
DUK	0.03%	3.3%	$4.1
ALL	0.02%	1.92%	$3.62
B	0.02%	1.97%	$0.4
AEP	0.02%	2.82%	$3.47
XEL	0.02%	2.86%	$2.13
WEC	0.02%	3.17%	$3.23
DTE	0.02%	3.12%	$4.01
SBSW	0.02%	1.85%	$0.3
PNW	0.02%	3.54%	$3.51
FE	0.02%	3.67%	$1.64
CYD	0.02%	1.2%	-
E	0.02%	2.93%	$1.46
CMS	0.01%	2.92%	$2.01
NEE	0.01%	2.52%	$1.97
PPL	0.01%	2.86%	$1
SRE	0.01%	2.79%	$2.43
NI	0.01%	2.46%	$1.05
CGAU	0.01%	1.02%	-
GM	0.01%	0.78%	$0.42
LMT	0.01%	2.32%	$12.45
MSFT	0.01%	0.85%	$3
CNP	0.01%	2.09%	$0.79
JPM	0.01%	1.86%	$4.4
NEXA	0.01%	0.83%	$0.19
TSM	0.01%	0.62%	$1.74
META	0.01%	0.31%	$1
HCI	0.01%	1.04%	$1.6
GOOG	0%	0.25%	$0.2
MU	0%	0.11%	$0.46
WRB.US	0%	-0.55%	$-0.45
PJT	0%	-0.64%	$-1
EXP	-0.01%	-0.49%	$-1
MMI	-0.01%	-1.79%	$-0.5
HLI	-0.02%	-1.49%	$-2.22
AIN	-0.02%	-1.88%	$-1.03
LAZ	-0.02%	-4.15%	$-2
OXM	-0.03%	-6.13%	$-2.64
DTM	-0.03%	-2.53%	$-2.85
CNA	-0.04%	-3.9%	$-1.72
WHR	-0.05%	-7.77%	$-7
AVA	-0.05%	-4.77%	$-1.87
APAM	-0.07%	-8.8%	$-2.55

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2026	$1.50
NI	Ex-Dividend	Apr 30, 2026	$0.30
OXM	Pay Day	May 1, 2026	-$0.70
C	Ex-Dividend	May 4, 2026	$0.60
FE	Ex-Dividend	May 7, 2026	$0.47
WEC	Ex-Dividend	May 14, 2026	$0.95
NI	Pay Day	May 20, 2026	$0.30
MSFT	Ex-Dividend	May 21, 2026	$0.91
CNP	Ex-Dividend	May 21, 2026	$0.23
C	Pay Day	May 22, 2026	$0.60
FE	Pay Day	Jun 1, 2026	$0.47
WEC	Pay Day	Jun 1, 2026	$0.95
MSFT	Pay Day	Jun 11, 2026	$0.91
CNP	Pay Day	Jun 11, 2026	$0.23
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95
NEXA	Ex-Dividend	Jul 28, 2026	$0.13
NEXA	Pay Day	Aug 11, 2026	$0.13

Performance Metrics

Score 2.8/10

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.31

-1

0.5

1.5

Sortino Ratio

-0.39

-1

Jensen's Alpha

-4.34

-5

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1.6

-2

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.31

-1

0.5

1.5

Sortino Ratio

-0.39

-1

Jensen's Alpha

-4.34

-5

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1.6

-2

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on current positions

High:

KTOS

539.44

Low:

CGNT

-932.71

Details

PEG Ratio

188.02

High:

WEC

4,927.03

Low:

CGNT

-985.99

Details

Price/Book

6.55

High:

LITE

75.4

Low:

LGIH

0.48

Details

Price/Sales

6.76

High:

LITE

37.29

Low:

WHR

0.21

Details

Price/CF

17.2

High:

KTOS

668.08

Low:

PBR

2.23

Details

Price/FCF

44.53

High:

CNP

2,846

Low:

HRTG

5.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.51%	Nov 2021	-	54
-3.8%	Aug 2021	Oct 2021	2