Portfolio of JamesTopley on eToro

JamesTopley

🇬🇧 Stock and ETF Growth 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

+3.79%

This Month

+17.59%

Year To Date

+49.38%

2 Years

+57.04%

5 Years

+86.4%

10 Years

-4.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
23.4%
🖥️ Technology Services
22.44%
💰 Finance
20.54%
💻 Electronic Technology
20.32%
💵 Cash
8.61%
🍞 Consumer Non Durables
5.39%
🛍️ Retail Trade
1.37%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.46%
🇺🇸 NYSE
35.58%
🇬🇧 LSE
3.95%
🇫🇷 Euronext Paris
1.47%

Countries Breakdown

Country
Total

🇺🇸 United States
56.43%
🇹🇼 Taiwan
8.2%
🇬🇧 United Kingdom
3.95%
🇫🇷 France
1.47%

Dividends

Dividend Yield

0.78%

14 out of 16 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $AV.L (5.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.14%	5.48%	$0.33
KO	0.11%	2.93%	$1.89
QQQ	0.09%	0.51%	-
TSM	0.08%	1.03%	$1.74
AXP	0.07%	0.95%	$2.6
SPY	0.06%	1.16%	-
BLK	0.06%	1.82%	$20.2
MC.PA	0.04%	2.64%	$13
MSFT	0.04%	0.66%	$3
GOOG	0.03%	0.4%	$0.2
VRSN	0.02%	0.57%	-
MKS.L	0.01%	1.01%	$0.03
AAPL	0.01%	0.45%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BLK	Ex-Dividend	Sep 5, 2025	$5.21
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
TSM	Ex-Dividend	Sep 16, 2025	$0.82
BLK	Pay Day	Sep 23, 2025	$5.21
KO	Pay Day	Oct 1, 2025	$0.51
TSM	Pay Day	Oct 9, 2025	$0.82
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47

Performance Metrics

Score 3.4/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-3.15

-4

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.27

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-3.15

-4

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.47

High:

NVDA

58.55

Low:

APLD

-14.55

Details

PEG Ratio

1,867.51

High:

AAPL

23,698.16

Low:

APLD

-120.63

Details

Price/Book

9.22

High:

NVDA

52.87

Low:

VRSN

-12.51

Details

Price/Sales

9.89

High:

NVDA

30.12

Low:

AV.L

0.47

Details

Price/CF

25.72

High:

233.26

Low:

AV.L

3.91

Details