Effective portfolio of JBumbi on eToro

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JBumbi

🇨🇭 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.

Effective Portfolio

Summary

-1.47%

Today

+8.89%

This Month

+17.31%

Year To Date

+60.56%

2 Years

+19.42%

5 Years

+4.1%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
30.89%
🚗 Consumer Durables
22.3%
🍞 Consumer Non Durables
10.04%
🛠️ Producer Manufacturing
8.69%
🖥️ Technology Services
7.3%
🧬 Health Technology
6.69%
🧪 Process Industries
6.02%
🪙 Cryptocurrencies
2.61%
💰 Finance
2.47%
🛍️ Retail Trade
1.27%
📡 Communications
0.48%
🚚 Transportation
0.23%
💇‍♀️ Consumer Services
0.1%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.63%
🇨🇭 SIX
27.28%
🇬🇧 LSE
10.15%
🇺🇸 NYSE
8.11%
🇩🇪 FRA
6.28%
🌍 Digital Currency
2.61%
🇫🇷 Euronext Paris
0.67%
🇭🇰 Hong Kong Exchanges
0.18%
🇮🇹 Borsa Italiana
0.16%

Countries Breakdown

Country
Total

🇺🇸 United States
45.55%
🇨🇭 Switzerland
30.02%
🇬🇧 United Kingdom
10.15%
🇩🇪 Germany
6.28%
🇸🇪 Sweden
2.01%
🇮🇱 Israel
0.59%
🇨🇳 China
0.52%
🇫🇷 France
0.35%
🇳🇱 Netherlands
0.33%
🇸🇬 Singapore
0.18%
🇯🇵 Japan
0.17%
🇮🇹 Italy
0.16%
🇹🇼 Taiwan
0.09%
🇮🇪 Ireland
0.07%

Dividends

Dividend Yield

2.18%

57 out of 108 instruments pay dividend.

18 dividend payments in the next 30 days.

Highest Dividend: $WBA (8.9%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BATS.L	0.73%	7.32%	$2.36
VOW3.DE	0.41%	6.56%	$9.06
OERL.ZU	0.31%	5.4%	$0.2
ROG.ZU	0.2%	3.72%	$9.6
SCHP.ZU	0.08%	1.98%	$4
WBA	0.08%	8.9%	$1.46
UBSG.ZU	0.07%	2.75%	$0.64
INTC	0.07%	2.35%	$0.5
LOGN.ZU	0.05%	1.62%	$1.06
UBXN.ZU	0.04%	1.1%	$1
SRAIL.ZU	0.03%	0.95%	$0.9
QCOM	0.03%	2.24%	$3.25
LMT	0.01%	2.74%	$12.45
LHX	0.01%	2.04%	$4.6
RTX	0.01%	1.87%	$2.44
HON	0.01%	1.99%	$4.27
NOC	0.01%	1.73%	$7.67
IRDM	0%	2.17%	$0.53
ADI	0%	1.67%	$3.56
AIR.PA	0%	1.24%	$1.8
UPS	0%	6.7%	$6.5
BALL	0%	1.47%	$0.8
KBR	0%	1.14%	$0.57
HXL	0%	1.19%	$0.55
LDOS	0%	0.99%	$1.5
APH	0%	0.76%	$0.44
TXN	0%	2.85%	$5.14
JD.US	0%	2.89%	$0.74
DSY.PA	0%	0.77%	$0.23
NTES	0%	2.13%	$2.58
GD	0%	2.05%	$5.48
LDO.MI	0%	1%	$0.28
FDX	0%	2.5%	$5.16
JOYY	0%	2.13%	$0.71
CAT	0%	1.61%	$5.31
SAF.PA	0%	1.12%	$2.2
HWM	0%	0.22%	$0.19
TSM	0%	1.14%	$1.74
TER	0%	0.59%	$0.46
0700.HK	0%	0.87%	$3.4
ETN	0%	1.18%	$3.6
RR.L	0%	0.73%	-
MU	0%	0.47%	$0.46
PH	0%	0.98%	$6.07
CW	0%	0.21%	$0.81
MSFT	0%	0.71%	$3
GE	0%	0.63%	$0.44
SONY	0%	0.35%	$0.49
MTX.DE	0%	0.64%	$2
META	0%	0.32%	$1
EA	0%	0.5%	$0.76
GOOGL	0%	0.49%	$0.2
AAPL	0%	0.49%	$0.97
3888.HK	0%	0.39%	$0.14
WDC	0%	0.2%	-
TXT	0%	0.11%	$0.08
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
TER	Ex-Dividend	May 22, 2025	$0.12
RTX	Ex-Dividend	May 23, 2025	$0.68
ETN	Pay Day	May 23, 2025	$1.04
DSY.PA	Ex-Dividend	May 26, 2025	$0.28
SAF.PA	Ex-Dividend	May 27, 2025	$3.04
HWM	Pay Day	May 27, 2025	$0.10
EA	Ex-Dividend	May 28, 2025	$0.19
DSY.PA	Pay Day	May 28, 2025	$0.28
NTES	Ex-Dividend	May 30, 2025	$0.68
0700.HK	Pay Day	May 30, 2025	$0.58
LMT	Ex-Dividend	Jun 2, 2025	$3.30
SAF.PA	Pay Day	Jun 2, 2025	$3.04
NOC	Ex-Dividend	Jun 2, 2025	$2.31
BALL	Ex-Dividend	Jun 2, 2025	$0.20
LHX	Ex-Dividend	Jun 3, 2025	$1.20
WDC	Ex-Dividend	Jun 4, 2025	$0.10
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
UPS	Pay Day	Jun 5, 2025	$1.64
HON	Pay Day	Jun 6, 2025	$1.13
PH	Pay Day	Jun 6, 2025	$1.80
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
RTX	Pay Day	Jun 12, 2025	$0.68
TSM	Ex-Dividend	Jun 12, 2025	$0.68
NTES	Pay Day	Jun 13, 2025	$0.68
TXT	Ex-Dividend	Jun 13, 2025	$0.02
KBR	Ex-Dividend	Jun 13, 2025	$0.16
TER	Pay Day	Jun 13, 2025	$0.12
BALL	Pay Day	Jun 16, 2025	$0.20
LDOS	Ex-Dividend	Jun 16, 2025	$0.40
GOOGL	Pay Day	Jun 16, 2025	$0.21
CW	Ex-Dividend	Jun 16, 2025	$0.24
APH	Ex-Dividend	Jun 17, 2025	$0.16
EA	Pay Day	Jun 18, 2025	$0.19
WDC	Pay Day	Jun 18, 2025	$0.10
NOC	Pay Day	Jun 18, 2025	$2.31
LHX	Pay Day	Jun 18, 2025	$1.20
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
LDO.MI	Pay Day	Jun 25, 2025	$0.56
QCOM	Pay Day	Jun 26, 2025	$0.89
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
LMT	Pay Day	Jun 27, 2025	$3.30
LDOS	Pay Day	Jun 30, 2025	$0.40
TXT	Pay Day	Jul 1, 2025	$0.02
CW	Pay Day	Jul 7, 2025	$0.24
APH	Pay Day	Jul 9, 2025	$0.16
TSM	Pay Day	Jul 10, 2025	$0.68
KBR	Pay Day	Jul 15, 2025	$0.16
BATS.L	Pay Day	Aug 1, 2025	$0.76

Performance Metrics

Score 2.7/10

Beta

0.73

0.73

0

0.8

1.2

0

2

Sharpe Ratio

0.05

0.05

0

0.5

1

1.5

1.5

Sortino Ratio

0.07

0.07

0

1

2

3

3

Jensen's Alpha

-4.33

-4.33

-5

0

2

4.5

4.5

Omega Ratio

0.74

0.74

0

1

1.5

2.5

2.5

Treynor Ratio

0.11

0.11

0

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0.05

0.05

0

0.3

0.6

1

1

Beta

0.73

0.73

0

0.8

1.2

0

2

Sharpe Ratio

0.05

0.05

0

0.5

1

1.5

1.5

Sortino Ratio

0.07

0.07

0

1

2

3

3

Jensen's Alpha

-4.33

-4.33

-5

0

2

4.5

4.5

Omega Ratio

0.74

0.74

0

1

1.5

2.5

2.5

Treynor Ratio

0.11

0.11

0

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0.05

0.05

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

54.77

High:

TSLA

189.08

Low:

COHR

-349.69

Details

PEG Ratio

94.47

High:

HON

3,194.51

Low:

COHR

-379.82

Details

Price/Book

2.76

High:

APP

213.49

Low:

RR.L

-76.25

Details

Price/Sales

2

High:

JOBY

48,156.35

Low:

WBA

0.06

Details

Price/CF

13.51

High:

TTWO

18,296.3

Low:

VOW3.DE

2.55

Details

Price/FCF

37.97

High:

TXN

4,155.74

Low:

ZD

7.18

Details

P/E Ratio

54.77

High:

TSLA

189.08

Low:

COHR

-349.69

Details

PEG Ratio

94.47

High:

HON

3,194.51

Low:

COHR

-379.82

Details

Price/Book

2.76

High:

APP

213.49

Low:

RR.L

-76.25

Details

Price/Sales

2

High:

JOBY

48,156.35

Low:

WBA

0.06

Details

Price/CF

13.51

High:

TTWO

18,296.3

Low:

VOW3.DE

2.55

Details

Price/FCF

37.97

High:

TXN

4,155.74

Low:

ZD

7.18

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-43.23%	Jul 2021	-	47

Monthly Performance