Portfolio of JamieRB97 on eToro

JamieRB97

🇬🇧 Copy Trading and Stock Investor.

6 copiers.

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

Summary

-0.06%

Today

-0.06%

This Month

-1.57%

Year To Date

+49.42%

2 Years

+171.07%

5 Years

+47.11%

Annualized

Diversification

Sectors Breakdown

Sector
Total

👥 Copy Trading
47.94%
📊 ETFs
29.49%
🪙 Cryptocurrencies
4.89%
💵 Cash
4.62%
🖥️ Technology Services
2.33%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.45%
🇺🇸 Nasdaq
13.97%
🇬🇧 LSE
12.23%
🌍 Digital Currency
5.43%
🇭🇰 Hong Kong Exchanges
2.67%
🇫🇷 Euronext Paris
1.18%
🇸🇪 Stockholm Stock Exchange
1.05%
🇳🇴 Oslo Stock Exchange
0.72%
🇩🇪 FRA
0.35%
🌍 FX
0.26%
🇦🇺 Sydney
0.13%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
8.99%
🇮🇱 Israel
7.69%
🇮🇪 Ireland
6.28%
🇧🇷 Brazil
5.52%
🇺🇸 United States
4.55%
🇨🇴 Colombia
4.3%
🇨🇳 China
2.72%
🇬🇷 Greece
1.73%
🇫🇷 France
1.18%
🇸🇪 Sweden
1.05%
🇧🇲 Bermuda
0.82%
🇳🇴 Norway
0.72%
🇩🇪 Germany
0.35%
🇨🇦 Canada
0.14%
🇸🇬 Singapore
0.13%
🇦🇺 Australia
0.13%
🇱🇺 Luxembourg
-0.02%
🇹🇼 Taiwan
-0.02%

Dividends

Dividend Yield

2.13%

7 out of 8 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $EVO.ST (4.11%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AmitKup	1.3%	3.86%	-
FundManagerZech	0.42%	2.91%	-
VOO	0.36%	1.23%	-
EVO.ST	0.04%	4.11%	$31.03
META	0%	0.35%	$1
jorbar6	0%	0.02%	-
AI-Revolution	0%	0.26%	-

Next Dividends

Instrument	Type	Date	Pay Per Share
ACN (AI-Revolution)	Ex-Dividend	Apr 10	$1.48
CRM (AI-Revolution)	Ex-Dividend	Apr 10	$0.42
PEB (FundManagerZech)	Pay Day	Apr 15	$0.01
MU (AI-Revolution)	Pay Day	Apr 15	$0.12
JOYY (FundManagerZech)	Ex-Dividend	Apr 17	$0.93
CRM (AI-Revolution)	Pay Day	Apr 24	$0.42
GE (AI-Revolution)	Pay Day	Apr 25	$0.36
3323.HK (FundManagerZech)	Ex-Dividend	Apr 30	$0.02
JOYY (FundManagerZech)	Pay Day	Apr 30	$0.93
MSFT (jorbar6)	Ex-Dividend	May 15	$0.83
MSFT (AI-Revolution)	Ex-Dividend	May 15	$0.83
ACN (AI-Revolution)	Pay Day	May 15	$1.48
0386.HK (FundManagerZech)	Ex-Dividend	Jun 9	$0.02
MSFT (jorbar6)	Pay Day	Jun 12	$0.83
MSFT (AI-Revolution)	Pay Day	Jun 12	$0.83
TSM (AI-Revolution)	Ex-Dividend	Jun 12	$0.68
0386.HK (FundManagerZech)	Pay Day	Jun 27	$0.02
3323.HK (FundManagerZech)	Pay Day	Jun 30	$0.02
PLUS.L (AmitKup)	Pay Day	Jul 9	$0.40
TSM (AI-Revolution)	Pay Day	Jul 10	$0.68

Performance Metrics

Score 9.4/10

Beta

0.43

0.8

1.2

Sharpe Ratio

1.95

0.5

Sortino Ratio

7.34

Jensen's Alpha

36.29

-2

Omega Ratio

2.41

1.5

Treynor Ratio

7.24

0.75

1.25

Information Ratio

1.17

0.3

0.6

Calmar Ratio

9.35

0.3

0.6

Beta

0.43

0.8

1.2

Sharpe Ratio

1.95

0.5

Sortino Ratio

7.34

Jensen's Alpha

36.29

-2

Omega Ratio

2.41

1.5

Treynor Ratio

7.24

0.75

1.25

Information Ratio

1.17

0.3

0.6

Calmar Ratio

9.35

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.24

High:

META

24.5

Low:

EVO.ST

10.96

Details

High:

EVO.ST

60.44

Low:

META

39.54

Details

Price/Book

8.03

High:

META

8.13

Low:

EVO.ST

3.39

Details

Price/Sales

9.22

High:

META

9.26

Low:

EVO.ST

6.25

Details

Price/CF

16.6

High:

META

16.66

Low:

EVO.ST

11.84

Details

Price/FCF

30.96

High:

META

31.06

Low:

EVO.ST

22.77

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-5.25%	Feb 2025	-	3
-5.13%	Aug 2023	Jan 2024	5
-3.03%	Jun 2024	Sep 2024	3
-0.96%	Oct 2024	Nov 2024	1
-0.57%	Dec 2024	Jan 2025	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

👥 Copy Trading
47.94%
📊 ETFs
29.49%
🪙 Cryptocurrencies
4.89%
💵 Cash
4.62%
🖥️ Technology Services
2.33%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.45%
🇺🇸 Nasdaq
13.97%
🇬🇧 LSE
12.23%
🌍 Digital Currency
5.43%
🇭🇰 Hong Kong Exchanges
2.67%
🇫🇷 Euronext Paris
1.18%
🇸🇪 Stockholm Stock Exchange
1.05%
🇳🇴 Oslo Stock Exchange
0.72%
🇩🇪 FRA
0.35%
🌍 FX
0.26%
🇦🇺 Sydney
0.13%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
8.99%
🇮🇱 Israel
7.69%
🇮🇪 Ireland
6.28%
🇧🇷 Brazil
5.52%
🇺🇸 United States
4.55%
🇨🇴 Colombia
4.3%
🇨🇳 China
2.72%
🇬🇷 Greece
1.73%
🇫🇷 France
1.18%
🇸🇪 Sweden
1.05%
🇧🇲 Bermuda
0.82%
🇳🇴 Norway
0.72%
🇩🇪 Germany
0.35%
🇨🇦 Canada
0.14%
🇸🇬 Singapore
0.13%
🇦🇺 Australia
0.13%
🇱🇺 Luxembourg
-0.02%
🇹🇼 Taiwan
-0.02%

Dividends

Dividend Yield

2.13%

7 out of 8 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $EVO.ST (4.11%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AmitKup	1.3%	3.86%	-
FundManagerZech	0.42%	2.91%	-
VOO	0.36%	1.23%	-
EVO.ST	0.04%	4.11%	$31.03
META	0%	0.35%	$1
jorbar6	0%	0.02%	-
AI-Revolution	0%	0.26%	-

Next Dividends

Instrument	Type	Date	Pay Per Share
ACN (AI-Revolution)	Ex-Dividend	Apr 10	$1.48
CRM (AI-Revolution)	Ex-Dividend	Apr 10	$0.42
PEB (FundManagerZech)	Pay Day	Apr 15	$0.01
MU (AI-Revolution)	Pay Day	Apr 15	$0.12
JOYY (FundManagerZech)	Ex-Dividend	Apr 17	$0.93
CRM (AI-Revolution)	Pay Day	Apr 24	$0.42
GE (AI-Revolution)	Pay Day	Apr 25	$0.36
3323.HK (FundManagerZech)	Ex-Dividend	Apr 30	$0.02
JOYY (FundManagerZech)	Pay Day	Apr 30	$0.93
MSFT (jorbar6)	Ex-Dividend	May 15	$0.83
MSFT (AI-Revolution)	Ex-Dividend	May 15	$0.83
ACN (AI-Revolution)	Pay Day	May 15	$1.48
0386.HK (FundManagerZech)	Ex-Dividend	Jun 9	$0.02
MSFT (jorbar6)	Pay Day	Jun 12	$0.83
MSFT (AI-Revolution)	Pay Day	Jun 12	$0.83
TSM (AI-Revolution)	Ex-Dividend	Jun 12	$0.68
0386.HK (FundManagerZech)	Pay Day	Jun 27	$0.02
3323.HK (FundManagerZech)	Pay Day	Jun 30	$0.02
PLUS.L (AmitKup)	Pay Day	Jul 9	$0.40
TSM (AI-Revolution)	Pay Day	Jul 10	$0.68

Performance Metrics

Score 9.4/10

Beta

0.43

0.8

1.2

Sharpe Ratio

1.95

0.5

Sortino Ratio

7.34

Jensen's Alpha

36.29

-2

Omega Ratio

2.41

1.5

Treynor Ratio

7.24

0.75

1.25

Information Ratio

1.17

0.3

0.6

Calmar Ratio

9.35

0.3

0.6

Beta

0.43

0.8

1.2

Sharpe Ratio

1.95

0.5

Sortino Ratio

7.34

Jensen's Alpha

36.29

-2

Omega Ratio

2.41

1.5

Treynor Ratio

7.24

0.75

1.25

Information Ratio

1.17

0.3

0.6

Calmar Ratio

9.35

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.24

High:

META

24.5

Low:

EVO.ST

10.96

Details

High:

EVO.ST

60.44

Low:

META

39.54

Details

Price/Book

8.03

High:

META

8.13

Low:

EVO.ST

3.39

Details

Price/Sales

9.22

High:

META

9.26

Low:

EVO.ST

6.25

Details

Price/CF

16.6

High:

META

16.66

Low:

EVO.ST

11.84

Details

Price/FCF

30.96

High:

META

31.06

Low:

EVO.ST

22.77

Details

Depth

Start

End

Total months

-5.25%

Feb 2025

-5.13%

Aug 2023

Jan 2024

-3.03%

Jun 2024

Sep 2024

-0.96%

Oct 2024

Nov 2024

-0.57%

Dec 2024

Jan 2025

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 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 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