Portfolio of GJM52355 on eToro

GJM52355

🇩🇪 Stock Investor.

1 copier.

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

Summary

Today

+1.91%

This Month

+3.15%

Year To Date

+17.48%

2 Years

+53.53%

5 Years

+9.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
48.07%
🧪 Process Industries
7.79%
🏭 Industrial Services
7.5%
🧬 Health Technology
6.34%
💻 Electronic Technology
5.33%
📦 Distribution Services
4.98%
⚡ Utilities
4.06%
🖥️ Technology Services
3.17%
🚗 Consumer Durables
2.98%
🛍️ Retail Trade
1.97%
💇‍♀️ Consumer Services
1.88%
💵 Cash
1.75%
🍞 Consumer Non Durables
1.6%
🛠️ Producer Manufacturing
1.5%
📡 Communications
1.36%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
90.11%
🇺🇸 Nasdaq
8.4%

Countries Breakdown

Country
Total

🇺🇸 United States
98.52%

Dividends

Dividend Yield

4.01%

26 out of 27 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $AGNC (15.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MAIN	0.5%	4.65%	$2.85
OHI	0.46%	7.04%	$2.68
OKE	0.38%	5.08%	$3.89
AGNC	0.35%	15.6%	$1.44
LTC.US	0.18%	6.49%	$2.28
GNL	0.18%	13.19%	$1.38
IRM	0.18%	3.04%	$2.6
NNN	0.15%	5.46%	$2.26
STAG	0.13%	4.17%	$1.47
C	0.13%	2.46%	$2.12
SYY	0.13%	2.63%	$2.01
MET	0.13%	2.92%	$2.11
IP.US	0.13%	3.6%	$1.85
ADC	0.12%	4.26%	$2.96
CAG	0.12%	7.47%	$1.4
MRK	0.1%	4.03%	$3.04
CF	0.09%	2.2%	$1.8
CNP	0.09%	2.33%	$0.79
JNJ	0.09%	3.09%	$4.81
RTX	0.09%	1.73%	$2.44
PFE	0.06%	7.05%	$1.66
CWH	0.06%	2.87%	$0.5
T	0.06%	4.05%	$1.11
MCD	0.04%	2.36%	$6.53
MMM	0.03%	1.87%	$5.21
MSFT	0.02%	0.65%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Jul 25, 2025	$0.43
SYY	Pay Day	Jul 25, 2025	$0.54
CAG	Ex-Dividend	Jul 30, 2025	$0.35
AGNC	Ex-Dividend	Jul 31, 2025	$0.12
STAG	Ex-Dividend	Jul 31, 2025	$0.12
ADC	Ex-Dividend	Jul 31, 2025	$0.26
NNN	Ex-Dividend	Jul 31, 2025	$0.60
T	Pay Day	Aug 1, 2025	$0.28
OKE	Ex-Dividend	Aug 1, 2025	$1.03
C	Ex-Dividend	Aug 4, 2025	$0.60
MET	Ex-Dividend	Aug 5, 2025	$0.57
MAIN	Ex-Dividend	Aug 8, 2025	$0.26
AGNC	Pay Day	Aug 11, 2025	$0.12
OKE	Pay Day	Aug 14, 2025	$1.03
ADC	Pay Day	Aug 14, 2025	$0.26
RTX	Ex-Dividend	Aug 15, 2025	$0.68
CF	Ex-Dividend	Aug 15, 2025	$0.50
MAIN	Pay Day	Aug 15, 2025	$0.26
STAG	Pay Day	Aug 15, 2025	$0.12
NNN	Pay Day	Aug 15, 2025	$0.60
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
CNP	Ex-Dividend	Aug 21, 2025	$0.22
C	Pay Day	Aug 22, 2025	$0.60
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
CAG	Pay Day	Aug 28, 2025	$0.35
CF	Pay Day	Aug 29, 2025	$0.50
PFE	Pay Day	Sep 2, 2025	$0.43
RTX	Pay Day	Sep 4, 2025	$0.68
JNJ	Pay Day	Sep 9, 2025	$1.30
MET	Pay Day	Sep 9, 2025	$0.57
MSFT	Pay Day	Sep 11, 2025	$0.83
CNP	Pay Day	Sep 11, 2025	$0.22

Performance Metrics

Score 3.7/10

Beta

0.85

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

-3.07

-4

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

0.66

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Beta

0.85

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.66

Jensen's Alpha

-3.07

-4

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

0.66

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.91

High:

IRM

240.63

Low:

CWH

-37.7

Details

PEG Ratio

159.55

High:

LTC.US

808.72

Low:

GNL

-16.21

Details

Price/Book

5.63

High:

SYY

19.85

Low:

MCD

-61.22

Details

Price/Sales

4.93

High:

MSFT

14.09

Low:

CWH

0.29

Details

Price/CF

18.02

High:

MMM

82.67

Low:

MET

3.24

Details

Price/FCF

47.21

High:

CNP

2,846

Low:

MET

3.6

Details