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

-1.23%

This Month

+5.98%

Year To Date

+13.69%

2 Years

-3.41%

5 Years

-3.41%

10 Years

-0.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
17.27%
💻 Electronic Technology
11.74%
⚡ Utilities
9.81%
🖥️ Technology Services
7.96%
📊 ETFs
7.9%
💰 Finance
7.67%
💼 Commercial Services
5.31%
🪨 Non Energy Minerals
5.06%
🚗 Consumer Durables
5.05%
🧪 Process Industries
3.56%
💇‍♀️ Consumer Services
3.35%
🧬 Health Technology
2.79%
🧩 Miscellaneous
2.22%
📦 Distribution Services
2.17%
🛍️ Retail Trade
2.14%
🏭 Industrial Services
1.92%
🚚 Transportation
1.47%
⛏️ Energy Minerals
1.41%
🍞 Consumer Non Durables
1.37%
📡 Communications
0.99%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
57.15%
🇺🇸 Nasdaq
26.74%

Countries Breakdown

Country
Total

🇺🇸 United States
70.32%
🇿🇦 South Africa
2.18%
🇹🇼 Taiwan
1.71%
🇨🇦 Canada
1.19%
🇮🇱 Israel
0.59%

Dividends

Dividend Yield

0.51%

54 out of 73 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $CTO (8.47%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.09%	6.71%	$1.66
CVX	0.06%	4.51%	$6.28
CTO	0.06%	8.47%	$1.52
MRK	0.05%	3.27%	$3.04
T	0.04%	4.39%	$1.11
ES	0.03%	4.48%	$2.78
LMT	0.03%	2.99%	$12.45
GFI	0.03%	1.51%	$0.31
CMCSA	0.03%	4.87%	$1.2
SO	0.03%	3.37%	$2.82
EXC	0.03%	3.65%	$1.48
FDP	0.03%	3.25%	$0.9
F	0.03%	5.71%	$0.78
D	0.03%	4.53%	$2.67
DUK	0.03%	3.58%	$4.1
AEP	0.02%	3.18%	$3.47
SYY	0.02%	2.91%	$2.01
PII	0.02%	4.08%	$2.62
ETR	0.02%	2.59%	$4.46
XEL	0.02%	2.94%	$2.13
ED	0.02%	3.55%	$3.28
WEC	0.02%	3.4%	$3.23
DTE	0.02%	3.37%	$4.01
BLK	0.02%	1.97%	$20.2
EVRG	0.02%	3.67%	$2.54
GD	0.02%	1.76%	$5.48
GM	0.02%	0.76%	$0.42
TSM	0.02%	0.9%	$1.74
PPL	0.02%	3.21%	$1
NEE	0.02%	2.72%	$1.97
IBM	0.01%	2.18%	$6.65
ORCL	0.01%	0.87%	$1.6
JPM	0.01%	1.76%	$4.4
AGX	0.01%	0.46%	$1.15
SPGI	0.01%	0.78%	$3.62
KGC	0.01%	0.46%	$0.12
MCK	0.01%	0.38%	$2.48
MSFT	0%	0.72%	$3
MU	0%	0.2%	$0.46
AAPL	0%	0.37%	$0.97
PYPL	0%	0.23%	-
GOOG	0%	0.26%	$0.2
META	0%	0.31%	$1
NVDA	0%	0.02%	$0.02
SPNS	0%	-0.69%	$-0.54
FTV	-0.01%	-0.53%	$-0.31
TPL	-0.02%	-0.7%	$-4.5
SFBS	-0.02%	-1.87%	$-1.16
COLM	-0.03%	-2.2%	$-1.2
AIN	-0.03%	-2.22%	$-1.03
CBRL	-0.04%	-3.52%	$-4.15
SLVM	-0.05%	-3.76%	$-1.35
NSA	-0.11%	-7.7%	$-2.24
RHI	-0.17%	-8.8%	$-2.02

Next Dividends

Stock	Type	Date	Pay Per Share
SPGI	Pay Day	Dec 10, 2025	$0.96
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
DUK	Pay Day	Dec 16, 2025	$1.06
LMT	Pay Day	Dec 30, 2025	$3.45
TSM	Pay Day	Jan 8, 2026	$0.84

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

33.96

High:

PLTR

416.09

Low:

COMM

-150.04

Details

PEG Ratio

101.55

High:

TPL

711.72

Low:

COMM

-151.39

Details

Price/Book

10.12

High:

PLTR

64.34

Low:

MCK

-58.06

Details

Price/Sales

6.74

High:

PLTR

117.41

Low:

CBRL

0.18

Details

Price/CF

24.73

High:

PLTR

258.05

Low:

2.37

Details

Price/FCF

58.16

High:

NEE

2,356.18

Low:

CTO

4.16

Details