Portfolio of AldenJames on eToro

AldenJames

🇲🇾 Market Neutral Stock 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

+0.04%

Today

-1.4%

This Month

-5.14%

Year To Date

+0.88%

2 Years

-13.55%

5 Years

-3.98%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
33.95%
🖥️ Technology Services
11.06%
💰 Finance
8.91%
💻 Electronic Technology
4.69%
💇‍♀️ Consumer Services
4.27%
💵 Cash
4.26%
🛍️ Retail Trade
3.87%
🧬 Health Technology
3.74%
💼 Commercial Services
3.71%
🍞 Consumer Non Durables
3.14%
🚗 Consumer Durables
2.72%
🧪 Process Industries
2.52%
🏭 Industrial Services
2.25%
📦 Distribution Services
2.15%
🪙 Cryptocurrencies
1.95%
🚚 Transportation
1.76%
📡 Communications
1.19%
⚡ Utilities
1.06%
🪨 Non Energy Minerals
0.87%
🛠️ Producer Manufacturing
0.86%
⛏️ Energy Minerals
0.85%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.22%
🇺🇸 Nasdaq
23.85%
🇺🇸 Chicago Board Options Exchange
2.48%
🌍 Digital Currency
1.95%

Countries Breakdown

Country
Total

🇺🇸 United States
56.87%
🇰🇷 South Korea
1.38%
🇰🇾 Cayman Islands
1.36%

Dividends

Dividend Yield

1.99%

67 out of 90 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $CTO (8.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
OXM	0.13%	6.03%	$2.64
BRZU	0.11%	6.24%	-
VNQI	0.09%	5.04%	-
THD	0.08%	3.67%	-
WF	0.08%	5.71%	$2.23
TMF	0.07%	3.82%	-
CTO	0.06%	8.41%	$1.52
PFE	0.06%	7.63%	$1.66
RHI	0.06%	4.8%	$2.02
IXC	0.06%	4.15%	-
GUNR	0.05%	3.46%	-
T	0.05%	4.09%	$1.11
XOP	0.05%	2.46%	-
AM	0.05%	5.24%	$0.9
ERX	0.05%	2.41%	-
CVX	0.04%	4.79%	$6.28
RYN	0.04%	4.46%	$1.14
RHP	0.04%	5.25%	$4.3
EWT	0.04%	2.51%	-
IYE	0.03%	2.61%	-
SO	0.03%	3.14%	$2.82
F	0.03%	7.79%	$0.78
IJS	0.03%	1.98%	-
DFAT	0.03%	1.52%	-
IBM	0.03%	2.8%	$6.65
MRK	0.03%	4.05%	$3.04
XLE	0.03%	3.06%	-
IWN	0.03%	1.91%	-
K	0.03%	2.76%	$2.28
GAP	0.03%	3.21%	$0.6
SYY	0.03%	2.84%	$2.01
SKT	0.02%	3.45%	$1.04
LMT	0.02%	2.78%	$12.45
ABBV	0.02%	3.69%	$6.06
BLK	0.02%	2.34%	$20.2
ABT	0.02%	1.74%	$2.16
XLB	0.02%	1.97%	-
GD	0.02%	2.09%	$5.48
MS	0.02%	3.39%	$3.4
COWZ	0.02%	1.85%	-
SOXX	0.02%	0.79%	-
GM	0.01%	1.08%	$0.42
IHE	0.01%	1.64%	-
CAKE	0.01%	2.26%	$1.08
MSA	0.01%	1.42%	$1.92
AGX	0.01%	0.98%	$1.15
WDFC	0.01%	1.63%	$3.42
AVGO	0.01%	1.31%	$19.7
IWM	0.01%	1.24%	-
DAL	0.01%	1.35%	$0.3
MSFT	0.01%	0.88%	$3
ATR	0.01%	1.22%	$1.64
AMAT	0.01%	1.21%	$1.44
ORCL	0.01%	1.32%	$1.6
ARMK	0.01%	1.24%	$0.4
AXP	0.01%	1.16%	$2.6
IWO	0.01%	0.92%	-
RGLD	0.01%	0.92%	$1.58
WINA	0.01%	1.06%	$3.3
NOC	0.01%	1.52%	$7.67
SHW	0.01%	0.9%	$2.64
SPGI	0.01%	0.8%	$3.62
GOOGL	0.01%	0.53%	$0.2
GE	0.01%	0.81%	$0.44
HWM	0%	0.29%	$0.19
LPLA.US	0%	0.39%	$1.2
META	0%	0.4%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Apr 23, 2025	$0.50
AM	Ex-Dividend	Apr 23, 2025	$0.22
GE	Pay Day	Apr 25, 2025	$0.36
SYY	Pay Day	Apr 25, 2025	$0.51
GAP	Pay Day	Apr 30, 2025	$0.16
MS	Ex-Dividend	Apr 30, 2025	$0.92
SKT	Ex-Dividend	Apr 30, 2025	$0.29
WDFC	Pay Day	Apr 30, 2025	$0.94
T	Pay Day	May 1, 2025	$0.28
ATR	Ex-Dividend	May 1, 2025	$0.45
OXM	Pay Day	May 2, 2025	$0.69
AM	Pay Day	May 7, 2025	$0.22
AXP	Pay Day	May 9, 2025	$0.82
GD	Pay Day	May 9, 2025	$1.50
HWM	Ex-Dividend	May 9, 2025	$0.10
WINA	Ex-Dividend	May 14, 2025	$0.96
MSFT	Ex-Dividend	May 15, 2025	$0.83
ABBV	Pay Day	May 15, 2025	$1.64
ABT	Pay Day	May 15, 2025	$0.59
MS	Pay Day	May 15, 2025	$0.92
SKT	Pay Day	May 15, 2025	$0.29
SHW	Ex-Dividend	May 16, 2025	$0.79
AMAT	Ex-Dividend	May 22, 2025	$0.46
ATR	Pay Day	May 22, 2025	$0.45
HWM	Pay Day	May 27, 2025	$0.10
WINA	Pay Day	Jun 2, 2025	$0.96
SHW	Pay Day	Jun 6, 2025	$0.79
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
IJS	Pay Day	Jun 17, 2025	$0.47
IYE	Pay Day	Jun 17, 2025	$0.30
IXC	Pay Day	Jun 17, 2025	$0.90
IWM	Pay Day	Jun 17, 2025	$0.56
THD	Pay Day	Jun 17, 2025	$-
IWO	Pay Day	Jun 17, 2025	$0.37
SOXX	Pay Day	Jun 17, 2025	$0.31
IHE	Pay Day	Jun 17, 2025	$0.29
BRZU	Pay Day	Jul 2, 2025	$1.39
TMF	Pay Day	Jul 2, 2025	$0.43
EWT	Pay Day	Dec 20, 2025	$-
VNQI	Pay Day	Dec 24, 2025	$2.04

Performance Metrics

Score 2.7/10

Beta

0.13

0.8

1.2

Sharpe Ratio

-0.56

-1

0.5

1.5

Sortino Ratio

-0.69

-1

Jensen's Alpha

-6.63

-7

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-3.64

-4

0.75

1.25

Information Ratio

-0.77

-1

0.3

0.6

Calmar Ratio

-0.12

-1

0.3

0.6

Beta

0.13

0.8

1.2

Sharpe Ratio

-0.56

-1

0.5

1.5

Sortino Ratio

-0.69

-1

Jensen's Alpha

-6.63

-7

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-3.64

-4

0.75

1.25

Information Ratio

-0.77

-1

0.3

0.6

Calmar Ratio

-0.12

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.09

High:

CRDO

2,673.72

Low:

INTA

-175.5

Details

PEG Ratio

119.18

High:

CRDO

2,386.09

Low:

RNA

-5,342.62

Details

Price/Book

5.78

High:

ABBV

91.84

Low:

WINA

-26.45

Details

Price/Sales

3.9

High:

RNA

314.37

Low:

0.21

Details

Price/CF

18.09

High:

CRDO

1,118.95

Low:

OPFI

0.51

Details

Price/FCF

45.78

High:

RYN

995.6

Low:

OPFI

0.53

Details