Portfolio of JInvest14 on eToro

JInvest14

🇪🇸 Stock Multi-Strategy 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

+1.11%

This Month

+2.93%

Year To Date

+19.57%

2 Years

+19.7%

5 Years

+47.19%

10 Years

+7.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.9%
💰 Finance
25.64%
🛍️ Retail Trade
13.77%
🧩 Miscellaneous
6.81%
💇‍♀️ Consumer Services
5.45%
📊 ETFs
4.92%
🏥 Health Services
4.11%
💼 Commercial Services
2.6%
💵 Cash
2.43%
🛠️ Producer Manufacturing
2.34%
💻 Electronic Technology
2.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
57.5%
🇺🇸 NYSE
35.2%
🇩🇪 Xetra ETFs
2.57%
🇩🇪 FRA
2.34%

Countries Breakdown

Country
Total

🇺🇸 United States
85.72%
🇩🇪 Germany
2.34%
🇬🇧 United Kingdom
2.05%

Dividends

Dividend Yield

0.52%

14 out of 23 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
DPZ	0.1%	1.78%	$5.44
EQIX	0.09%	2%	$16.19
UNH	0.06%	3.04%	$7.74
ICE	0.05%	1.19%	$1.77
MA	0.04%	0.62%	$2.46
V	0.03%	0.78%	$2.01
GPN	0.03%	1.3%	$1
MSFT	0.03%	0.86%	$3
META	0.02%	0.32%	$1
TPL	0.02%	0.41%	$4.5
KNSL	0.01%	0.2%	$0.58
AIXA.DE	0.01%	0.48%	$0.4
COST	0.01%	0.52%	$19.22
ENSG	0%	0.12%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5/10

Beta

0.34

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

0.36

-2

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

1.07

0.75

1.25

Information Ratio

-0.56

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Beta

0.34

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

0.36

-2

4.5

Omega Ratio

0.66

1.5

2.5

Treynor Ratio

1.07

0.75

1.25

Information Ratio

-0.56

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.46

High:

ARM

165.37

Low:

GPN

13.44

Details

PEG Ratio

305.24

High:

TPL

1,269.02

Low:

SFM

Details

Price/Book

7.13

High:

60.42

Low:

DPZ

-3.51

Details

Price/Sales

4.86

High:

TPL

46.36

Low:

UNH

0.59

Details

Price/CF

18.73

High:

ARM

76.78

Low:

GPN

7.05

Details

Price/FCF

68.28

High:

AMZN

325.85

Low:

KNSL

9.3

Details