Portfolio of AldenJames on eToro

AldenJames

🇲🇾 Stock Market Neutral Investor.

19 copiers.

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

Summary

-2.2%

This Month

+13.3%

Year To Date

+12.95%

2 Years

-0.58%

5 Years

+9.8%

10 Years

+1.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.03%
💰 Finance
15.89%
⚡ Utilities
12.45%
🖥️ Technology Services
9.19%
🛠️ Producer Manufacturing
7.01%
🪨 Non Energy Minerals
5.41%
⛏️ Energy Minerals
5.39%
🚗 Consumer Durables
4.02%
🍞 Consumer Non Durables
3.52%
📊 ETFs
3.37%
🛍️ Retail Trade
2.86%
💵 Cash
1.74%
🧬 Health Technology
1.56%
🏭 Industrial Services
1.52%
💼 Commercial Services
1.46%
💇‍♀️ Consumer Services
1.45%
📦 Distribution Services
1.19%
🪙 Cryptocurrencies
1%
🧪 Process Industries
0.73%
🚚 Transportation
0.46%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.72%
🇺🇸 Nasdaq
29.77%
🌍 Digital Currency
1%

Countries Breakdown

Country
Total

🇺🇸 United States
74.77%
🇨🇦 Canada
4.9%
🇹🇼 Taiwan
3.16%
🇰🇾 Cayman Islands
2.99%
🇸🇬 Singapore
1.9%
🇿🇦 South Africa
1.72%
🇭🇰 Hong Kong
1.11%
🇱🇺 Luxembourg
1.1%
🇮🇱 Israel
1.03%
🇮🇹 Italy
0.51%
🇧🇷 Brazil
0.48%
🇧🇲 Bermuda
0.46%

Dividends

Dividend Yield

0.24%

61 out of 86 instruments pay dividend.

28 dividend payments in the next 30 days.

Highest Dividend: $DHT (9.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PSTL	0.09%	4.31%	$0.96
D	0.05%	4.04%	$2.67
NJR	0.04%	3.48%	$1.68
DHT	0.04%	9.05%	$1.05
XEL	0.04%	3.06%	$2.13
AEP	0.04%	2.96%	$3.47
ES	0.03%	4.5%	$2.78
XOM	0.03%	2.68%	$3.76
GFI.US	0.03%	3.07%	$0.31
C	0.03%	1.77%	$2.12
EXC	0.03%	3.71%	$1.48
DRH	0.03%	2.95%	$0.12
PBR	0.03%	5.3%	$1.73
ALL	0.02%	2.04%	$3.62
PSX	0.02%	2.7%	$4.3
B	0.02%	2.12%	$0.4
VLO	0.02%	1.87%	$4.18
WEC	0.02%	3.4%	$3.23
DTE	0.02%	3.26%	$4.01
SBSW	0.02%	2.23%	$0.3
DUK	0.02%	3.49%	$4.1
CGAU	0.02%	1.19%	-
FE	0.02%	4.04%	$1.64
CMS	0.02%	3.23%	$2.01
CYD	0.02%	0.91%	-
PNW	0.02%	3.65%	$3.51
GM	0.02%	0.79%	$0.42
E	0.02%	3.1%	$1.46
NEE	0.01%	2.79%	$1.97
PPL	0.01%	3.17%	$1
SRE	0.01%	2.97%	$2.43
NI	0.01%	2.59%	$1.05
ASX	0.01%	0.68%	$0.23
TSM	0.01%	0.69%	$1.74
CNP	0.01%	2.19%	$0.79
NEXA	0.01%	0.88%	$0.19
BK	0.01%	1.53%	$1.68
SIMO	0.01%	0.85%	$1.49
META	0.01%	0.34%	$1
HCI	0.01%	1.07%	$1.6
GOOG	0%	0.23%	$0.2
MU	0%	0.05%	$0.46
GOOGL	0%	0.23%	$0.2
PJT	0%	-0.62%	$-1
MMI	-0.01%	-1.67%	$-0.5
IBP	-0.01%	-0.75%	$-1.36
DCI	-0.01%	-1.45%	$-1.02
KBH	-0.01%	-1.92%	$-0.85
MC	-0.02%	-3.76%	$-2.4
LAZ	-0.02%	-4.12%	$-2
GEF	-0.03%	-3.63%	$-2.08
OXM	-0.03%	-6.11%	$-2.64
NWE	-0.03%	-3.82%	$-2.58
HLI	-0.03%	-1.77%	$-2.22
FBIN	-0.04%	-2.59%	$-0.94
MAIN	-0.04%	-5.96%	$-2.85
NSP	-0.04%	-7.17%	$-2.31
CNA	-0.06%	-4.46%	$-1.72
AMSF	-0.06%	-5.2%	$-1.42
APAM	-0.07%	-9.05%	$-2.55
WHR	-0.15%	-11.12%	$-7

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MAIN	Ex-Dividend	Jun 8, 2026	-$0.26
GOOGL	Ex-Dividend	Jun 8, 2026	$0.22
XOM	Pay Day	Jun 10, 2026	$1.03
AEP	Pay Day	Jun 10, 2026	$0.95
PPL	Ex-Dividend	Jun 10, 2026	$0.28
FBIN	Pay Day	Jun 10, 2026	-$0.26
NJR	Ex-Dividend	Jun 10, 2026	$0.47
CNP	Pay Day	Jun 11, 2026	$0.23
TSM	Ex-Dividend	Jun 11, 2026	$0.95
AMSF	Ex-Dividend	Jun 12, 2026	-$0.41
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
EXC	Pay Day	Jun 15, 2026	$0.42
NEE	Pay Day	Jun 15, 2026	$0.62
XEL	Ex-Dividend	Jun 15, 2026	$0.59
B	Pay Day	Jun 15, 2026	$0.17
DCI	Ex-Dividend	Jun 15, 2026	-$0.32
MAIN	Pay Day	Jun 15, 2026	-$0.26
IBP	Ex-Dividend	Jun 15, 2026	-$0.39
GOOGL	Pay Day	Jun 15, 2026	$0.22
HLI	Pay Day	Jun 15, 2026	-$0.70
NWE	Ex-Dividend	Jun 15, 2026	-$0.67
DUK	Pay Day	Jun 16, 2026	$1.06
PJT	Pay Day	Jun 17, 2026	-$0.25
GM	Pay Day	Jun 18, 2026	$0.18
NSP	Pay Day	Jun 18, 2026	-$0.60
HCI	Pay Day	Jun 18, 2026	$0.40
MC	Pay Day	Jun 18, 2026	-$0.65
AMSF	Pay Day	Jun 19, 2026	-$0.41
D	Pay Day	Jun 20, 2026	$0.67
DTE	Ex-Dividend	Jun 22, 2026	$1.17
VLO	Pay Day	Jun 23, 2026	$1.20
META	Pay Day	Jun 25, 2026	$0.53
SRE	Ex-Dividend	Jun 25, 2026	$0.66
ES	Pay Day	Jun 30, 2026	$0.79
DCI	Pay Day	Jun 30, 2026	-$0.32
IBP	Pay Day	Jun 30, 2026	-$0.39
DRH	Ex-Dividend	Jun 30, 2026	$0.09
NWE	Pay Day	Jun 30, 2026	-$0.67
ALL	Pay Day	Jul 1, 2026	$1.08
PPL	Pay Day	Jul 1, 2026	$0.28
NJR	Pay Day	Jul 1, 2026	$0.47
TSM	Pay Day	Jul 9, 2026	$0.95
DRH	Pay Day	Jul 14, 2026	$0.09
SRE	Pay Day	Jul 15, 2026	$0.66
DTE	Pay Day	Jul 15, 2026	$1.17
XEL	Pay Day	Jul 20, 2026	$0.59
NEXA	Ex-Dividend	Jul 28, 2026	$0.13
NI	Ex-Dividend	Jul 31, 2026	$0.30
SIMO	Ex-Dividend	Aug 6, 2026	$0.50
NEXA	Pay Day	Aug 11, 2026	$0.13
NI	Pay Day	Aug 20, 2026	$0.30
SIMO	Pay Day	Aug 20, 2026	$0.50

Performance Metrics

Score 2.8/10

Beta

0.21

0.8

1.2

Sharpe Ratio

-0.14

-1

0.5

1.5

Sortino Ratio

-0.2

-1

Jensen's Alpha

-3.65

-4

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-0.77

-1

0.3

0.6

Calmar Ratio

0.05

0.3

0.6

Beta

0.21

0.8

1.2

Sharpe Ratio

-0.14

-1

0.5

1.5

Sortino Ratio

-0.2

-1

Jensen's Alpha

-3.65

-4

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.6

-1

0.75

1.25

Information Ratio

-0.77

-1

0.3

0.6

Calmar Ratio

0.05

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.57

High:

COHR

201.42

Low:

MMI

-1,802.41

Details

PEG Ratio

99.99

High:

FIZZ

1,430.93

Low:

MMI

-1,976

Details

Price/Book

7.57

High:

47.59

Low:

WHR

0.69

Details

Price/Sales

7.2

High:

LITE

36.54

Low:

WHR

0.16

Details

Price/CF

15.89

High:

COHR

333.3

Low:

NEXA

2.54

Details

Price/FCF

47.75

High:

CNP

2,846

Low:

HRTG

4.07

Details