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

-1.64%

This Month

+1.86%

Year To Date

+52.76%

2 Years

+43.24%

5 Years

+278.45%

10 Years

-3.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.86%
💻 Electronic Technology
20.37%
📊 ETFs
20.04%
💰 Finance
17.05%
💵 Cash
15.54%
🍞 Consumer Non Durables
4.97%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.37%
🇺🇸 NYSE
33.63%
🇬🇧 LSE
1.99%
🇫🇷 Euronext Paris
1.3%

Countries Breakdown

Country
Total

🇺🇸 United States
55.8%
🇹🇼 Taiwan
10.16%
🇬🇧 United Kingdom
1.99%
🇫🇷 France
1.3%

Dividends

Dividend Yield

0.53%

11 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AV.L (5.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.11%	5.75%	$0.33
KO	0.09%	2.57%	$1.89
TSM	0.08%	0.76%	$1.74
AXP	0.06%	0.95%	$2.6
BLK	0.05%	1.97%	$20.2
MSFT	0.03%	0.87%	$3
MC.PA	0.03%	2.44%	$13
VRSN	0.03%	1.44%	-
GOOG	0.02%	0.28%	$0.2
AAPL	0.01%	0.39%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.9/10

Beta

1.03

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

3.17

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

1.03

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

3.17

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.7

High:

NVDA

45.81

Low:

APLD

-61.71

Details

PEG Ratio

73.59

High:

VRSN

238.99

Low:

APLD

-89.98

Details

Price/Book

9.29

High:

AAPL

43.99

Low:

VRSN

-9.23

Details

Price/Sales

10.1

High:

APLD

33.05

Low:

AV.L

0.44

Details

Price/CF

28.12

High:

NVDA

54.84

Low:

AV.L

3.91

Details

58.44

High:

272.99

Low:

AV.L

5.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-85.25%	Mar 2015	-	132
-6.09%	Oct 2014	Feb 2015	4

Monthly Performance

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

-1.64%

This Month

+1.86%

Year To Date

+52.76%

2 Years

+43.24%

5 Years

+278.45%

10 Years

-3.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.86%
💻 Electronic Technology
20.37%
📊 ETFs
20.04%
💰 Finance
17.05%
💵 Cash
15.54%
🍞 Consumer Non Durables
4.97%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.37%
🇺🇸 NYSE
33.63%
🇬🇧 LSE
1.99%
🇫🇷 Euronext Paris
1.3%

Countries Breakdown

Country
Total

🇺🇸 United States
55.8%
🇹🇼 Taiwan
10.16%
🇬🇧 United Kingdom
1.99%
🇫🇷 France
1.3%

Dividends

Dividend Yield

0.53%

11 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AV.L (5.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.11%	5.75%	$0.33
KO	0.09%	2.57%	$1.89
TSM	0.08%	0.76%	$1.74
AXP	0.06%	0.95%	$2.6
BLK	0.05%	1.97%	$20.2
MSFT	0.03%	0.87%	$3
MC.PA	0.03%	2.44%	$13
VRSN	0.03%	1.44%	-
GOOG	0.02%	0.28%	$0.2
AAPL	0.01%	0.39%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.9/10

Beta

1.03

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

3.17

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

1.03

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

3.17

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.27

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

Low:

AV.L

5.48

Details

P/E Ratio

31.7

High:

NVDA

45.81

Low:

APLD

-61.71

Details

PEG Ratio

73.59

High:

VRSN

238.99

Low:

APLD

-89.98

Details

Price/Book

9.29

High:

AAPL

43.99

Low:

VRSN

-9.23

Details

Price/Sales

10.1

High:

APLD

33.05

Low:

AV.L

0.44

Details

Price/CF

28.12

High:

NVDA

54.84

Low:

AV.L

3.91

Details

Price/FCF

58.44

High:

272.99

Low:

AV.L

5.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-85.25%	Mar 2015	-	132
-6.09%	Oct 2014	Feb 2015	4