Portfolio of JValkyrie on eToro

JValkyrie

🇮🇪 Stock Multi-Strategy Investor.

37 copiers.

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

Summary

-0.69%

This Month

-4.06%

Year To Date

+159.33%

2 Years

+294.91%

5 Years

+477.47%

10 Years

+30.09%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
31.78%
🖥️ Technology Services
29.02%
⛏️ Energy Minerals
13.1%
🪙 Cryptocurrencies
7.28%
💰 Finance
6.83%
💻 Electronic Technology
5.59%
🪨 Non Energy Minerals
5.02%
🚚 Transportation
3.72%
🧪 Process Industries
2.64%
🍞 Consumer Non Durables
1.68%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
40.67%
🇺🇸 Nasdaq
26.94%
🌍 Digital Currency
7.28%

Countries Breakdown

Country
Total

🇺🇸 United States
57.48%
🇬🇧 United Kingdom
4.46%
🇸🇬 Singapore
3.72%
🇨🇦 Canada
1.7%
🇧🇷 Brazil
0.25%

Dividends

Dividend Yield

0.77%

13 out of 19 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $CVX.US (3.65%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
XOM	0.17%	2.57%	$3.76
SHEL	0.15%	3.46%	$2.7
LMT	0.09%	2.64%	$12.45
MSFT	0.07%	0.85%	$3
CVX.US	0.07%	3.65%	$6.28
AXP	0.05%	1.1%	$2.6
KO	0.04%	2.58%	$1.89
CF	0.04%	1.58%	$1.8
B	0.03%	2.05%	$0.4
ORCL	0.02%	1.04%	$1.6
MA	0.01%	0.66%	$2.46
GOOGL	0.01%	0.22%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CVX.US	Ex-Dividend	May 19, 2026	$1.78
MSFT	Ex-Dividend	May 21, 2026	$0.91
SHEL	Ex-Dividend	May 22, 2026	$0.78
CF	Pay Day	May 29, 2026	$0.50
B	Ex-Dividend	May 29, 2026	$0.17
LMT	Ex-Dividend	Jun 1, 2026	$3.45
GOOGL	Ex-Dividend	Jun 8, 2026	$0.22
CVX.US	Pay Day	Jun 10, 2026	$1.78
XOM	Pay Day	Jun 10, 2026	$1.03
MSFT	Pay Day	Jun 11, 2026	$0.91
KO	Ex-Dividend	Jun 15, 2026	$0.53
B	Pay Day	Jun 15, 2026	$0.17
GOOGL	Pay Day	Jun 15, 2026	$0.22
LMT	Pay Day	Jun 26, 2026	$3.45
SHEL	Pay Day	Jun 29, 2026	$0.78
KO	Pay Day	Jul 1, 2026	$0.53

Performance Metrics

Score 8.7/10

Beta

0.55

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

3.21

Jensen's Alpha

20.47

-2

Omega Ratio

1.8

1.5

2.5

Treynor Ratio

3.76

0.75

1.25

Information Ratio

0.74

0.3

0.6

Calmar Ratio

1.81

0.3

0.6

Beta

0.55

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

3.21

Jensen's Alpha

20.47

-2

Omega Ratio

1.8

1.5

2.5

Treynor Ratio

3.76

0.75

1.25

Information Ratio

0.74

0.3

0.6

Calmar Ratio

1.81

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.58

High:

PLTR

150.96

Low:

NET

-795.65

Details

PEG Ratio

37.05

High:

AXP

162.96

Low:

-421.9

Details

Price/Book

8.05

High:

65.24

Low:

SHEL

1.39

Details

Price/Sales

7.77

High:

PLTR

65.94

Low:

SHEL

0.91

Details

Price/CF

19.63

High:

190.93

Low:

SHEL

7.13

Details

Price/FCF

61.97

High:

GRAB

1,625.54

Low:

8.56

Details