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

+0.98%

This Month

+0.98%

Year To Date

+11.92%

2 Years

-2.14%

5 Years

-2.14%

10 Years

-0.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
13.69%
💻 Electronic Technology
11.81%
🖥️ Technology Services
11.79%
🪨 Non Energy Minerals
10.65%
💰 Finance
7.98%
💵 Cash
6.9%
📊 ETFs
4.72%
🚗 Consumer Durables
4.39%
💼 Commercial Services
4.3%
🧬 Health Technology
4.12%
🍞 Consumer Non Durables
3.68%
🛠️ Producer Manufacturing
3.4%
🏭 Industrial Services
3.3%
💇‍♀️ Consumer Services
2.73%
🧪 Process Industries
2.12%
🧩 Miscellaneous
2.06%
🚚 Transportation
0.91%
📦 Distribution Services
0.83%
🏥 Health Services
0.8%
🛍️ Retail Trade
0.34%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.39%
🇺🇸 Nasdaq
35.22%

Countries Breakdown

Country
Total

🇺🇸 United States
80.88%
🇨🇦 Canada
4.41%
🇿🇦 South Africa
2.73%
🇹🇼 Taiwan
0.86%

Dividends

Dividend Yield

0.5%

56 out of 85 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CTO (8.37%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.09%	6.77%	$1.66
PSTL	0.07%	5.52%	$0.96
CTO	0.05%	8.37%	$1.52
MRK	0.04%	3.02%	$3.04
ES	0.03%	4.26%	$2.78
GFI	0.03%	1.19%	$0.31
SO	0.03%	3.34%	$2.82
EXC	0.03%	3.56%	$1.48
FDP	0.03%	3.22%	$0.9
DRH	0.03%	3.49%	$0.12
D	0.03%	4.4%	$2.67
DUK	0.03%	3.55%	$4.1
CWEN	0.03%	4.97%	$1.6
ALL	0.03%	2.08%	$3.62
AEP	0.02%	3.14%	$3.47
ETR	0.02%	2.63%	$4.46
XEL	0.02%	3.01%	$2.13
ED	0.02%	3.26%	$3.28
DTE	0.02%	3.31%	$4.01
WEC	0.02%	3.33%	$3.23
PNW	0.02%	3.88%	$3.51
FE	0.02%	3.77%	$1.64
CMS	0.02%	3.07%	$2.01
GM	0.02%	0.73%	$0.42
B	0.02%	1.05%	$0.4
PPL	0.01%	2.98%	$1
NEE	0.01%	2.72%	$1.97
SRE	0.01%	2.92%	$2.43
NI	0.01%	2.58%	$1.05
MSFT	0.01%	0.77%	$3
CNP	0.01%	2.26%	$0.79
AGX	0.01%	0.46%	$1.15
WM	0.01%	1.51%	$2.9
HCI	0.01%	0.93%	$1.6
TSM	0.01%	0.81%	$1.74
AAPL	0.01%	0.42%	$0.97
GOOGL	0.01%	0.26%	$0.2
KGC	0.01%	0.35%	$0.12
CCL	0%	0.53%	-
LB	0%	0.7%	-
GOOG	0%	0.26%	$0.2
MU	0%	0.12%	$0.46
EXP	0%	-0.44%	$-1
FTV	-0.01%	-0.53%	$-0.31
LII	-0.01%	-1%	$-4.45
FBIN	-0.01%	-1.71%	$-0.94
TPL	-0.01%	-0.66%	$-4.5
FFIN	-0.01%	-2.32%	$-0.72
GBX.US	-0.02%	-2.59%	$-1.2
WSO	-0.02%	-3.18%	$-10.05
AIN	-0.02%	-1.93%	$-1.03
CBRL	-0.03%	-3.05%	$-4.15
AVA	-0.03%	-4.89%	$-1.87
COLM	-0.03%	-2.3%	$-1.2
OXM	-0.05%	-7.3%	$-2.64
RHI	-0.17%	-8.67%	$-2.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.34

-1

0.5

1.5

Sortino Ratio

-0.44

-1

Jensen's Alpha

-4.98

-5

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.8

-2

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.34

-1

0.5

1.5

Sortino Ratio

-0.44

-1

Jensen's Alpha

-4.98

-5

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.8

-2

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.14

High:

CIEN

283.98

Low:

COMM

-143.51

Details

PEG Ratio

241.52

High:

FIZZ

4,706.38

Low:

COMM

-144.8

Details

Price/Book

9.47

High:

AAPL

49.43

Low:

COMM

-1.7

Details

Price/Sales

8.04

High:

TPL

29.3

Low:

CBRL

0.21

Details

Price/CF

20.38

High:

LGIH

174.87

Low:

KMX

2.27

Details

Price/FCF

49.21

High:

CNP

2,846

Low:

KMX

2.89

Details

P/E Ratio

31.14

High:

CIEN

283.98

Low:

COMM

-143.51

Details

PEG Ratio

241.52

High:

FIZZ

4,706.38

Low:

COMM

-144.8

Details

Price/Book

9.47

High:

AAPL

49.43

Low:

COMM

-1.7

Details

Price/Sales

8.04

High:

TPL

29.3

Low:

CBRL

0.21

Details

Price/CF

20.38

High:

LGIH

174.87

Low:

KMX

2.27

Details

Price/FCF

49.21

High:

CNP

2,846

Low:

KMX

2.89

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.51%	Nov 2021	-	51
-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

+0.98%

This Month

+0.98%

Year To Date

+11.92%

2 Years

-2.14%

5 Years

-2.14%

10 Years

-0.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
13.69%
💻 Electronic Technology
11.81%
🖥️ Technology Services
11.79%
🪨 Non Energy Minerals
10.65%
💰 Finance
7.98%
💵 Cash
6.9%
📊 ETFs
4.72%
🚗 Consumer Durables
4.39%
💼 Commercial Services
4.3%
🧬 Health Technology
4.12%
🍞 Consumer Non Durables
3.68%
🛠️ Producer Manufacturing
3.4%
🏭 Industrial Services
3.3%
💇‍♀️ Consumer Services
2.73%
🧪 Process Industries
2.12%
🧩 Miscellaneous
2.06%
🚚 Transportation
0.91%
📦 Distribution Services
0.83%
🏥 Health Services
0.8%
🛍️ Retail Trade
0.34%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.39%
🇺🇸 Nasdaq
35.22%

Countries Breakdown

Country
Total

🇺🇸 United States
80.88%
🇨🇦 Canada
4.41%
🇿🇦 South Africa
2.73%
🇹🇼 Taiwan
0.86%

Dividends

Dividend Yield

0.5%

56 out of 85 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CTO (8.37%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.09%	6.77%	$1.66
PSTL	0.07%	5.52%	$0.96
CTO	0.05%	8.37%	$1.52
MRK	0.04%	3.02%	$3.04
ES	0.03%	4.26%	$2.78
GFI	0.03%	1.19%	$0.31
SO	0.03%	3.34%	$2.82
EXC	0.03%	3.56%	$1.48
FDP	0.03%	3.22%	$0.9
DRH	0.03%	3.49%	$0.12
D	0.03%	4.4%	$2.67
DUK	0.03%	3.55%	$4.1
CWEN	0.03%	4.97%	$1.6
ALL	0.03%	2.08%	$3.62
AEP	0.02%	3.14%	$3.47
ETR	0.02%	2.63%	$4.46
XEL	0.02%	3.01%	$2.13
ED	0.02%	3.26%	$3.28
DTE	0.02%	3.31%	$4.01
WEC	0.02%	3.33%	$3.23
PNW	0.02%	3.88%	$3.51
FE	0.02%	3.77%	$1.64
CMS	0.02%	3.07%	$2.01
GM	0.02%	0.73%	$0.42
B	0.02%	1.05%	$0.4
PPL	0.01%	2.98%	$1
NEE	0.01%	2.72%	$1.97
SRE	0.01%	2.92%	$2.43
NI	0.01%	2.58%	$1.05
MSFT	0.01%	0.77%	$3
CNP	0.01%	2.26%	$0.79
AGX	0.01%	0.46%	$1.15
WM	0.01%	1.51%	$2.9
HCI	0.01%	0.93%	$1.6
TSM	0.01%	0.81%	$1.74
AAPL	0.01%	0.42%	$0.97
GOOGL	0.01%	0.26%	$0.2
KGC	0.01%	0.35%	$0.12
CCL	0%	0.53%	-
LB	0%	0.7%	-
GOOG	0%	0.26%	$0.2
MU	0%	0.12%	$0.46
EXP	0%	-0.44%	$-1
FTV	-0.01%	-0.53%	$-0.31
LII	-0.01%	-1%	$-4.45
FBIN	-0.01%	-1.71%	$-0.94
TPL	-0.01%	-0.66%	$-4.5
FFIN	-0.01%	-2.32%	$-0.72
GBX.US	-0.02%	-2.59%	$-1.2
WSO	-0.02%	-3.18%	$-10.05
AIN	-0.02%	-1.93%	$-1.03
CBRL	-0.03%	-3.05%	$-4.15
AVA	-0.03%	-4.89%	$-1.87
COLM	-0.03%	-2.3%	$-1.2
OXM	-0.05%	-7.3%	$-2.64
RHI	-0.17%	-8.67%	$-2.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.34

-1

0.5

1.5

Sortino Ratio

-0.44

-1

Jensen's Alpha

-4.98

-5

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.8

-2

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.34

-1

0.5

1.5

Sortino Ratio

-0.44

-1

Jensen's Alpha

-4.98

-5

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.8

-2

0.75

1.25

Information Ratio

-0.87

-1

0.3

0.6

Calmar Ratio

CNP

2,846

Low:

KMX

2.89

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.51%	Nov 2021	-	51
-3.8%	Aug 2021	Oct 2021	2