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

-1.69%

This Month

+5.48%

Year To Date

+13.16%

2 Years

-3.86%

5 Years

-3.86%

10 Years

-0.92%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
13.11%
🖥️ Technology Services
12.61%
💵 Cash
11.08%
💻 Electronic Technology
10.14%
💰 Finance
7.61%
📊 ETFs
7%
🪨 Non Energy Minerals
5.39%
🚗 Consumer Durables
5.3%
💼 Commercial Services
4.24%
🧪 Process Industries
3.45%
💇‍♀️ Consumer Services
3.43%
🧬 Health Technology
2.77%
🛍️ Retail Trade
2.55%
🧩 Miscellaneous
2.3%
🏭 Industrial Services
2.29%
📦 Distribution Services
2.17%
📡 Communications
1.57%
⛏️ Energy Minerals
1.39%
🍞 Consumer Non Durables
1.3%
🚚 Transportation
1.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.79%
🇺🇸 Nasdaq
29.86%

Countries Breakdown

Country
Total

🇺🇸 United States
78.46%
🇿🇦 South Africa
2.36%
🇨🇦 Canada
1.24%
🇮🇱 Israel
0.58%

Dividends

Dividend Yield

0.71%

62 out of 83 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $CTO (8.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.09%	6.71%	$1.66
CVX	0.06%	4.53%	$6.28
CTO	0.06%	8.61%	$1.52
MRK	0.05%	3.32%	$3.04
T	0.04%	4.53%	$1.11
VZ	0.04%	6.77%	$2.66
ES	0.03%	4.44%	$2.78
LMT	0.03%	2.79%	$12.45
CMCSA	0.03%	4.82%	$1.2
GFI	0.03%	1.39%	$0.31
FDP	0.03%	3.2%	$0.9
SO	0.03%	3.48%	$2.82
EXC	0.03%	3.7%	$1.48
F	0.03%	5.5%	$0.78
D	0.03%	4.56%	$2.67
DUK	0.03%	3.69%	$4.1
CWEN	0.03%	5.41%	$1.6
AEP	0.02%	3.27%	$3.47
SYY	0.02%	2.87%	$2.01
PII	0.02%	3.87%	$2.62
ETR	0.02%	2.61%	$4.46
XEL	0.02%	3.01%	$2.13
WEC	0.02%	3.5%	$3.23
ED	0.02%	3.55%	$3.28
DTE	0.02%	3.39%	$4.01
PNW	0.02%	4.13%	$3.51
FE	0.02%	3.97%	$1.64
BLK	0.02%	1.91%	$20.2
EVRG	0.02%	3.66%	$2.54
GD	0.02%	1.75%	$5.48
CMS	0.02%	3.12%	$2.01
GM	0.02%	0.71%	$0.42
PPL	0.01%	3.26%	$1
NEE	0.01%	2.77%	$1.97
SRE	0.01%	2.9%	$2.43
NI	0.01%	2.68%	$1.05
IBM	0.01%	2.17%	$6.65
CNP	0.01%	2.35%	$0.79
ORCL	0.01%	0.98%	$1.6
JPM	0.01%	1.84%	$4.4
AAPL	0.01%	0.37%	$0.97
AGX	0.01%	0.48%	$1.15
MSFT	0.01%	0.72%	$3
WM	0.01%	1.56%	$2.9
SPGI	0.01%	0.77%	$3.62
INTU	0.01%	0.66%	$3.6
KGC	0.01%	0.44%	$0.12
MCK	0.01%	0.38%	$2.48
GOOG	0%	0.27%	$0.2
MU	0%	0.18%	$0.46
GOOGL	0%	0.27%	$0.2
NVDA	0%	0.02%	$0.02
SPNS	0%	-0.35%	$-0.54
FTV	-0.01%	-0.51%	$-0.31
TPL	-0.02%	-0.73%	$-4.5
SFBS	-0.02%	-1.78%	$-1.16
AIN	-0.03%	-2.05%	$-1.03
COLM	-0.03%	-2.1%	$-1.2
CBRL	-0.03%	-3.35%	$-4.15
SLVM	-0.04%	-3.57%	$-1.35
NSA	-0.11%	-7.68%	$-2.24
RHI	-0.17%	-8.48%	$-2.02

Next Dividends

Stock	Type	Date	Pay Per Share
DUK	Pay Day	Dec 16, 2025	$1.06
LMT	Pay Day	Dec 30, 2025	$3.45

Performance Metrics

Score 2.8/10

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.32

-1

0.5

1.5

Sortino Ratio

-0.41

-1

Jensen's Alpha

-4.81

-5

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-1.71

-2

0.75

1.25

Information Ratio

-0.86

-1

0.3

0.6

Calmar Ratio

-0.02

-1

0.3

0.6

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.32

-1

0.5

1.5

Sortino Ratio

-0.41

-1

Jensen's Alpha

-4.81

-5

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-1.71

-2

0.75

1.25

Information Ratio

-0.86

-1

0.3

0.6

Calmar Ratio

-0.02

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.46

High:

PLTR

439.45

Low:

COMM

-160.48

Details

PEG Ratio

103.31

High:

TPL

690.58

Low:

COMM

-161.93

Details

Price/Book

9.73

High:

PLTR

67.95

Low:

MCK

-57.98

Details

Price/Sales

6.03

High:

PLTR

124

Low:

CBRL

0.18

Details

Price/CF

22.14

High:

PLTR

258.05

Low:

2.37

Details

Price/FCF

53.52

High:

CNP

2,846

Low:

CTO

4.16

Details