Effective portfolio of Jacksonjao on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
CIB	0.95%	14.39%	$3.37
VOO	0.04%	1.29%	-
QCOM	0.04%	2.31%	$3.25
WMT	0.03%	0.96%	$0.81
VGT	0.03%	0.52%	-
QQQ	0.03%	0.58%	-
LLY	0.03%	0.73%	$4.86
BABA	0.02%	0.86%	$0.98
HD	0.02%	2.48%	$8.52
BFF.MI	0.02%	11.74%	$0.98
AAPL	0.02%	0.5%	$0.97
MSFT	0.01%	0.69%	$3
GOOG	0.01%	0.46%	$0.2
TMUS	0.01%	1.34%	$1.95
VUG	0.01%	0.47%	-
VTI	0.01%	1.29%	-
JPM	0.01%	1.99%	$4.4
TSM	0.01%	1.1%	$1.74
IBKR	0.01%	0.51%	$0.55
DIS	0.01%	0.88%	$0.75
FLG	0.01%	0.34%	$0.4
META	0.01%	0.29%	$1
ASML	0.01%	0.78%	$5.57
9618.HK	0.01%	3.02%	$2.97
PFE	0%	7.28%	$1.66
VZ	0%	6.16%	$2.66
MU	0%	0.42%	$0.46
VOLV-A.ST	0%	3.03%	$7.5
BBVA.MC	0%	4.28%	$0.45
URA	0%	2.39%	-
V	0%	0.62%	$2.01
C	0%	2.86%	$2.12
COST	0%	0.47%	$19.22
FXI	0%	1.52%	-
ZIM	0%	43.56%	$0.23
SPYD	0%	4.49%	-
GAW.L	0%	3.23%	$5.5
AVGO	0%	0.91%	$19.7
SCHD	0%	3.97%	-
IAG.L	0%	2.09%	-
BKNG	0%	0.65%	$17.5
GS	0%	1.95%	$11
BA.L	0%	1.71%	$0.3
CVS	0%	4.18%	$2.54
O	0%	5.65%	$3.09
BRBY.L	0%	5.68%	$0.61
AMAT	0%	1%	$1.44
ORCL	0%	0.98%	$1.6
VST	0%	0.51%	$0.85
VALE	0%	7.87%	$1.33
NVDA	0%	0.03%	$0.02
NTDOY	0%	0.85%	$0.24
9988.HK	0%	0.89%	$0.98
VIG	0%	1.79%	-
TEP.PA	0%	4.59%	$3.85
CRM	0%	0.59%	$0.4
AXP	0%	0.97%	$2.6
VNQ	0%	4.07%	-
GOOGL	0%	0.47%	$0.2
XIFR	0%	40.35%	$3.49
RR.L	0%	0.68%	-
RMV.L	0%	1.3%	$0.09
GE	0%	0.58%	$0.44
KWEB	0%	3.09%	-
GEV	0%	0.1%	-
MPCC.OL	0%	27.2%	$5.9
MC.PA	0%	2.76%	$13
MA	0%	0.48%	$2.46
TQQQ	0%	1.41%	-
LIT	0%	1.04%	-
ENEL.MI	0%	5.85%	$0.43
PBR.A	0%	12.14%	$2.21
LOGN.ZU	0%	1.65%	$1.06
NKE	0%	2.5%	$1.45
MTCH	0%	1.79%	-
0700.HK	0%	0.88%	$3.4
LDO.MI	0%	0.99%	$0.28
MDT.US	0%	3.21%	$2.77
SPYG	0%	0.6%	-
XLP	0%	2.46%	-
SMH	0%	0.45%	-
AMGN	0%	3.19%	$8.76
ABBN.ZU	0%	1.9%	$0.87
NOVO-B.CO	0%	2.32%	$9.4
ASML.NV	0%	0.96%	$6.1
ROK	0%	1.6%	$5
INDA	0%	0.74%	-
ACN	0%	1.8%	$4.99
PEGA	0%	0.12%	$0.12
SYK	0%	0.86%	$3.15
CCJ	0%	0.18%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
LLY	Pay Day	Jun 10, 2025	$1.50
ROK	Pay Day	Jun 10, 2025	$1.31
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
IBKR	Pay Day	Jun 13, 2025	$0.32
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
GOOGL	Pay Day	Jun 16, 2025	$0.21
FLG	Pay Day	Jun 17, 2025	$0.01
HD	Pay Day	Jun 18, 2025	$2.30
CRM	Ex-Dividend	Jun 18, 2025	$0.42
VST	Ex-Dividend	Jun 18, 2025	$0.22
MPCC.OL	Ex-Dividend	Jun 20, 2025	$0.08
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
DIS	Ex-Dividend	Jun 24, 2025	$0.50
LDO.MI	Pay Day	Jun 25, 2025	$0.56
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
GS	Pay Day	Jun 27, 2025	$3.00
MPCC.OL	Pay Day	Jun 27, 2025	$0.08
BKNG	Pay Day	Jun 30, 2025	$9.60
SYK	Ex-Dividend	Jun 30, 2025	$0.84
AVGO	Pay Day	Jun 30, 2025	$0.59
VST	Pay Day	Jun 30, 2025	$0.22
NKE	Pay Day	Jul 1, 2025	$0.40
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
MTCH	Ex-Dividend	Jul 3, 2025	$0.19
9988.HK	Pay Day	Jul 3, 2025	$0.25
VZ	Ex-Dividend	Jul 10, 2025	$0.68
BABA	Pay Day	Jul 10, 2025	$0.95
CRM	Pay Day	Jul 10, 2025	$0.42
TSM	Pay Day	Jul 10, 2025	$0.68
MTCH	Pay Day	Jul 18, 2025	$0.19
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
JPM	Pay Day	Jul 31, 2025	$1.40
SYK	Pay Day	Jul 31, 2025	$0.84
VZ	Pay Day	Aug 1, 2025	$0.68
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
KWEB	Pay Day	Dec 18, 2025	$0.00
FXI	Pay Day	Dec 20, 2025	$0.00
INDA	Pay Day	Dec 20, 2025	$0.00
SMH	Pay Day	Dec 24, 2025	$1.07

Performance Metrics

Score 2.3/10

Beta

1.32

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.02

Jensen's Alpha

-6.63

-7

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.24

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.02

Jensen's Alpha

-6.63

-7

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.24

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.22

High:

PLTR

557.73

Low:

CRWD

-670.4

Details

PEG Ratio

126.25

High:

CCJ

10,451.63

Low:

-248.26

Details

Price/Book

High:

80.5

Low:

9866.HK

-146.71

Details

Price/Sales

6.55

High:

PCT.US

1,116.23

Low:

NAAS

0.09

Details

Price/CF

24.33

High:

TTWO

18,296.3

Low:

ZIM

0.46

Details

Price/FCF

40.78

High:

OCDO.L

2,021.77

Low:

ZIM

0.6

Details

P/E Ratio

31.22

High:

PLTR

557.73

Low:

CRWD

-670.4

Details

PEG Ratio

126.25

High:

CCJ

10,451.63

Low:

-248.26

Worst Drawdowns

Depth	Start	End	Total months
-57.47%	Jan 2022	-	42
-14.53%	Sep 2021	Oct 2021	1
-3.32%	Nov 2021	Dec 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
21.01%
💰 Finance
20.91%
📊 ETFs
19.01%
🖥️ Technology Services
13.71%
🛍️ Retail Trade
11.04%
🧬 Health Technology
3.63%
🪙 Cryptocurrencies
2.11%
🚗 Consumer Durables
2.08%
💇‍♀️ Consumer Services
1.38%
🛠️ Producer Manufacturing
0.98%
📡 Communications
0.96%
🍞 Consumer Non Durables
0.87%
🚚 Transportation
0.7%
⚡ Utilities
0.36%
💼 Commercial Services
0.31%
🏭 Industrial Services
0.08%
🏥 Health Services
0.06%
🪨 Non Energy Minerals
0.02%
⛏️ Energy Minerals
0%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.13%
🇺🇸 Nasdaq
41.91%
🇭🇰 Hong Kong Exchanges
2.57%
🌍 Digital Currency
2.11%
🇬🇧 LSE
1.89%
🇮🇹 Borsa Italiana
0.16%
🇸🇪 Stockholm Stock Exchange
0.14%
🇩🇪 FRA
0.13%
🇪🇸 Bolsa De Madrid
0.1%
🇫🇷 Euronext Paris
0.05%
🇨🇭 SIX
0.01%
🇳🇱 Euronext Amsterdam
0%
🇩🇪 Xetra ETFs
0%
🇳🇴 Oslo Stock Exchange
0%
🇺🇸 Chicago Board Options Exchange
0%
🇩🇰 Copenhagen Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
53.29%
🇨🇴 Colombia
6.58%
🇨🇳 China
5.76%
🇰🇾 Cayman Islands
4.64%
🇺🇾 Uruguay
2.24%
🇬🇧 United Kingdom
1.18%
🇰🇷 South Korea
0.89%
🇹🇼 Taiwan
0.81%
🇳🇱 Netherlands
0.77%
🇮🇱 Israel
0.5%
🇱🇺 Luxembourg
0.37%
🇮🇪 Ireland
0.25%
🇯🇵 Japan
0.2%
🇮🇹 Italy
0.16%
🇸🇪 Sweden
0.14%
🇩🇪 Germany
0.13%
🇪🇸 Spain
0.1%
🇫🇷 France
0.05%
🇧🇷 Brazil
0.02%
🇨🇭 Switzerland
0.01%
🇨🇦 Canada
0%
🇳🇴 Norway
0%
🇩🇰 Denmark
0%

Dividends

Dividend Yield

1.45%

91 out of 167 instruments pay dividend.

23 dividend payments in the next 30 days.

Highest Dividend: $ZIM (43.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CIB	0.95%	14.39%	$3.37
VOO	0.04%	1.29%	-
QCOM	0.04%	2.31%	$3.25
WMT	0.03%	0.96%	$0.81
VGT	0.03%	0.52%	-
QQQ	0.03%	0.58%	-
LLY	0.03%	0.73%	$4.86
BABA	0.02%	0.86%	$0.98
HD	0.02%	2.48%	$8.52
BFF.MI	0.02%	11.74%	$0.98
AAPL	0.02%	0.5%	$0.97
MSFT	0.01%	0.69%	$3
GOOG	0.01%	0.46%	$0.2
TMUS	0.01%	1.34%	$1.95
VUG	0.01%	0.47%	-
VTI	0.01%	1.29%	-
JPM	0.01%	1.99%	$4.4
TSM	0.01%	1.1%	$1.74
IBKR	0.01%	0.51%	$0.55
DIS	0.01%	0.88%	$0.75
FLG	0.01%	0.34%	$0.4
META	0.01%	0.29%	$1
ASML	0.01%	0.78%	$5.57
9618.HK	0.01%	3.02%	$2.97
PFE	0%	7.28%	$1.66
VZ	0%	6.16%	$2.66
MU	0%	0.42%	$0.46
VOLV-A.ST	0%	3.03%	$7.5
BBVA.MC	0%	4.28%	$0.45
URA	0%	2.39%	-
V	0%	0.62%	$2.01
C	0%	2.86%	$2.12
COST	0%	0.47%	$19.22
FXI	0%	1.52%	-
ZIM	0%	43.56%	$0.23
SPYD	0%	4.49%	-
GAW.L	0%	3.23%	$5.5
AVGO	0%	0.91%	$19.7
SCHD	0%	3.97%	-
IAG.L	0%	2.09%	-
BKNG	0%	0.65%	$17.5
GS	0%	1.95%	$11
BA.L	0%	1.71%	$0.3
CVS	0%	4.18%	$2.54
O	0%	5.65%	$3.09
BRBY.L	0%	5.68%	$0.61
AMAT	0%	1%	$1.44
ORCL	0%	0.98%	$1.6
VST	0%	0.51%	$0.85
VALE	0%	7.87%	$1.33
NVDA	0%	0.03%	$0.02
NTDOY	0%	0.85%	$0.24
9988.HK	0%	0.89%	$0.98
VIG	0%	1.79%	-
TEP.PA	0%	4.59%	$3.85
CRM	0%	0.59%	$0.4
AXP	0%	0.97%	$2.6
VNQ	0%	4.07%	-
GOOGL	0%	0.47%	$0.2
XIFR	0%	40.35%	$3.49
RR.L	0%	0.68%	-
RMV.L	0%	1.3%	$0.09
GE	0%	0.58%	$0.44
KWEB	0%	3.09%	-
GEV	0%	0.1%	-
MPCC.OL	0%	27.2%	$5.9
MC.PA	0%	2.76%	$13
MA	0%	0.48%	$2.46
TQQQ	0%	1.41%	-
LIT	0%	1.04%	-
ENEL.MI	0%	5.85%	$0.43
PBR.A	0%	12.14%	$2.21
LOGN.ZU	0%	1.65%	$1.06
NKE	0%	2.5%	$1.45
MTCH	0%	1.79%	-
0700.HK	0%	0.88%	$3.4
LDO.MI	0%	0.99%	$0.28
MDT.US	0%	3.21%	$2.77
SPYG	0%	0.6%	-
XLP	0%	2.46%	-
SMH	0%	0.45%	-
AMGN	0%	3.19%	$8.76
ABBN.ZU	0%	1.9%	$0.87
NOVO-B.CO	0%	2.32%	$9.4
ASML.NV	0%	0.96%	$6.1
ROK	0%	1.6%	$5
INDA	0%	0.74%	-
ACN	0%	1.8%	$4.99
PEGA	0%	0.12%	$0.12
SYK	0%	0.86%	$3.15
CCJ	0%	0.18%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
ZIM	Pay Day	Jun 9, 2025	$0.74
LLY	Pay Day	Jun 10, 2025	$1.50
ROK	Pay Day	Jun 10, 2025	$1.31
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
IBKR	Pay Day	Jun 13, 2025	$0.32
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
GOOGL	Pay Day	Jun 16, 2025	$0.21
FLG	Pay Day	Jun 17, 2025	$0.01
HD	Pay Day	Jun 18, 2025	$2.30
CRM	Ex-Dividend	Jun 18, 2025	$0.42
VST	Ex-Dividend	Jun 18, 2025	$0.22
MPCC.OL	Ex-Dividend	Jun 20, 2025	$0.08
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
DIS	Ex-Dividend	Jun 24, 2025	$0.50
LDO.MI	Pay Day	Jun 25, 2025	$0.56
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
GS	Pay Day	Jun 27, 2025	$3.00
MPCC.OL	Pay Day	Jun 27, 2025	$0.08
BKNG	Pay Day	Jun 30, 2025	$9.60
SYK	Ex-Dividend	Jun 30, 2025	$0.84
AVGO	Pay Day	Jun 30, 2025	$0.59
VST	Pay Day	Jun 30, 2025	$0.22
NKE	Pay Day	Jul 1, 2025	$0.40
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
MTCH	Ex-Dividend	Jul 3, 2025	$0.19
9988.HK	Pay Day	Jul 3, 2025	$0.25
VZ	Ex-Dividend	Jul 10, 2025	$0.68
BABA	Pay Day	Jul 10, 2025	$0.95
CRM	Pay Day	Jul 10, 2025	$0.42
TSM	Pay Day	Jul 10, 2025	$0.68
MTCH	Pay Day	Jul 18, 2025	$0.19
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
JPM	Pay Day	Jul 31, 2025	$1.40
SYK	Pay Day	Jul 31, 2025	$0.84
VZ	Pay Day	Aug 1, 2025	$0.68
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
KWEB	Pay Day	Dec 18, 2025	$0.00
FXI	Pay Day	Dec 20, 2025	$0.00
INDA	Pay Day	Dec 20, 2025	$0.00
SMH	Pay Day	Dec 24, 2025	$1.07

Performance Metrics

Score 2.3/10

Beta

1.32

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.02

Jensen's Alpha

-6.63

-7

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.24

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

1.32

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.02

Jensen's Alpha

-6.63

-7

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.24

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.22

High:

PLTR

557.73

Low:

CRWD

-670.4

Details

PEG Ratio

126.25

High:

CCJ

10,451.63

Low:

-248.26

126.25

High:

CCJ

10,451.63

Low:

-248.26

40.78

High:

OCDO.L

2,021.77

Low:

ZIM

0.6

Details

Depth

Start

End

Total months

-57.47%

Jan 2022

-14.53%

Sep 2021

Oct 2021

-3.32%

Nov 2021

Dec 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics