Portfolio of JInvest14 on eToro

JInvest14

🇪🇸 Multi-Strategy 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

+2.34%

This Month

+9.72%

Year To Date

+30.05%

2 Years

+41.61%

5 Years

+7.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.69%
💰 Finance
16.67%
🏥 Health Services
10.23%
💻 Electronic Technology
10.18%
🛍️ Retail Trade
9.74%
🧬 Health Technology
7.37%
💼 Commercial Services
4.74%
💇‍♀️ Consumer Services
4.05%
🏭 Industrial Services
3.85%
🛠️ Producer Manufacturing
2.52%
🍞 Consumer Non Durables
1.77%
💵 Cash
0.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
60.16%
🇺🇸 NYSE
35.5%
🇫🇷 Euronext Paris
4.13%

Countries Breakdown

Country
Total

🇺🇸 United States
87.84%
🇳🇱 Netherlands
4.36%
🇫🇷 France
4.13%
🇩🇰 Denmark
3.47%

Dividends

Dividend Yield

0.71%

21 out of 27 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $TEP.PA (4.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TEP.PA	0.11%	4.59%	$3.85
DPZ	0.06%	1.39%	$5.44
NVO	0.05%	1.58%	$0.98
WM	0.05%	1.33%	$2.9
EQIX	0.05%	1.96%	$16.19
MC.PA	0.05%	2.76%	$13
ZTS	0.04%	1.14%	$1.67
OTIS	0.04%	1.66%	$1.41
HCA	0.04%	0.72%	$2.52
ICE	0.04%	1.04%	$1.77
ASML	0.03%	0.78%	$5.57
MSFT	0.03%	0.69%	$3
GPN	0.03%	1.3%	$1
VRSN	0.02%	0.27%	-
MA	0.02%	0.48%	$2.46
V	0.01%	0.62%	$2.01
GOOG	0.01%	0.46%	$0.2
ENSG	0.01%	0.16%	$0.24
KNSL	0.01%	0.13%	$0.58
META	0%	0.29%	$1
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
KNSL	Pay Day	Jun 12, 2025	$0.17
ICE	Ex-Dividend	Jun 13, 2025	$0.48
DPZ	Ex-Dividend	Jun 13, 2025	$1.74
GPN	Ex-Dividend	Jun 13, 2025	$0.25
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
HCA	Ex-Dividend	Jun 16, 2025	$0.72
EQIX	Pay Day	Jun 18, 2025	$4.69
WM	Pay Day	Jun 20, 2025	$0.82
META	Pay Day	Jun 26, 2025	$0.52
GPN	Pay Day	Jun 27, 2025	$0.25
HCA	Pay Day	Jun 30, 2025	$0.72
ICE	Pay Day	Jun 30, 2025	$0.48
DPZ	Pay Day	Jun 30, 2025	$1.74
NVDA	Pay Day	Jul 3, 2025	$0.01
ZTS	Ex-Dividend	Jul 18, 2025	$0.50
ZTS	Pay Day	Sep 3, 2025	$0.50

Performance Metrics

Score 5.2/10

Beta

0.34

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

1.01

-2

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

1.12

0.75

1.25

Information Ratio

-0.42

-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

1.01

-2

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

1.12

0.75

1.25

Information Ratio

-0.42

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.76

High:

PANW

114.22

Low:

TEP.PA

10.41

Details

PEG Ratio

653.56

High:

VRSN

6,463.82

Low:

AMZN

48.45

Details

Price/Book

11.08

High:

80.5

Low:

HCA

-26.54

Details

Price/Sales

7.39

High:

NVDA

23.49

Low:

TEP.PA

0.53

Details

Price/CF

21.27

High:

SNPS

58.43

Low:

TEP.PA

3.09

Details

Price/FCF

47.75

High:

156.37

Low:

TEP.PA

4.29

Details