Portfolio of JAVIPELAEZ on eToro

JAVIPELAEZ

Quant Stock Investor.

6 copiers.

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

Summary

+0.3%

Today

+0.23%

This Month

+2.87%

Year To Date

+65.52%

2 Years

+131.92%

5 Years

+16.98%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
16.55%
🖥️ Technology Services
11.35%
🛍️ Retail Trade
10.49%
🧬 Health Technology
9.9%
💰 Finance
9.38%
📊 ETFs
7.02%
🏥 Health Services
5.99%
🍞 Consumer Non Durables
5.27%
💇‍♀️ Consumer Services
5.25%
🧪 Process Industries
4.91%
🛠️ Producer Manufacturing
4.89%
📡 Communications
4.83%
🚗 Consumer Durables
4.03%
💵 Cash
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
64.08%
🇺🇸 Nasdaq
35.79%

Countries Breakdown

Country
Total

🇺🇸 United States
87.94%
🇬🇧 United Kingdom
4.91%

Dividends

Dividend Yield

1.15%

15 out of 20 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $SPG (5.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPG	0.25%	5.18%	$7.75
KO	0.15%	2.8%	$1.89
LMT	0.14%	2.73%	$12.45
MCD	0.12%	2.28%	$6.53
PGR	0.08%	1.75%	$1.15
TMUS	0.06%	1.34%	$1.95
LIN	0.06%	1.23%	$5.33
DE	0.06%	1.21%	$5.76
WMT	0.05%	0.97%	$0.81
HCA	0.04%	0.72%	$2.52
AVGO	0.04%	0.9%	$19.7
LLY	0.04%	0.73%	$4.86
DHR	0.03%	0.6%	$1.05
COST	0.03%	0.47%	$19.22
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
SPG	Ex-Dividend	Jun 9, 2025	$2.10
LLY	Pay Day	Jun 10, 2025	$1.50
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
KO	Ex-Dividend	Jun 13, 2025	$0.51
MCD	Pay Day	Jun 16, 2025	$1.77
HCA	Ex-Dividend	Jun 16, 2025	$0.72
LIN	Pay Day	Jun 18, 2025	$1.50
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
LMT	Pay Day	Jun 27, 2025	$3.30
DHR	Ex-Dividend	Jun 27, 2025	$0.32
HCA	Pay Day	Jun 30, 2025	$0.72
DE	Ex-Dividend	Jun 30, 2025	$1.62
SPG	Pay Day	Jun 30, 2025	$2.10
AVGO	Pay Day	Jun 30, 2025	$0.59
KO	Pay Day	Jul 1, 2025	$0.51
NVDA	Pay Day	Jul 3, 2025	$0.01
DHR	Pay Day	Jul 25, 2025	$0.32
DE	Pay Day	Aug 8, 2025	$1.62
WMT	Ex-Dividend	Aug 15, 2025	$0.24
TMUS	Ex-Dividend	Aug 29, 2025	$0.88
WMT	Pay Day	Sep 2, 2025	$0.24
TMUS	Pay Day	Sep 11, 2025	$0.88

Performance Metrics

Score 6.3/10

Beta

1.04

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.08

Jensen's Alpha

4.32

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

1.04

0.8

1.2

Sharpe Ratio

0.71

0.5

1.5

Sortino Ratio

1.08

Jensen's Alpha

4.32

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

47.11

High:

TSLA

156.57

Low:

HCA

16.95

Details

PEG Ratio

1,290.02

High:

10,128.43

Low:

PGR

36.48

Details

Price/Book

16.03

High:

LLY

46.05

Low:

MCD

-63.96

Details

Price/Sales

5.41

High:

NVDA

23.2

Low:

WMT

1.15

Details

Price/CF

32.48

High:

282.33

Low:

HCA

8.89

Details

Price/FCF

54.34

High:

LLY

631.92

Low:

PGR

12.93

Details