Effective portfolio of JamieRB97 on eToro

JamieRB97

🇬🇧 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

-2.88%

Today

-2.88%

This Month

-4.64%

Year To Date

+44.75%

2 Years

+162.6%

5 Years

+45.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
29.56%
⛏️ Energy Minerals
11.24%
💼 Commercial Services
7.83%
🛍️ Retail Trade
6.46%
🪙 Cryptocurrencies
5.39%
🧬 Health Technology
4.75%
💵 Cash
4.72%
💰 Finance
4.62%
🚚 Transportation
2.83%
🖥️ Technology Services
2.6%
🏭 Industrial Services
2.01%
🪨 Non Energy Minerals
0.87%
🛠️ Producer Manufacturing
0.52%
📦 Distribution Services
0.48%
🚗 Consumer Durables
0.43%
💹 Forex
0.35%
💇‍♀️ Consumer Services
0.17%
🧩 Miscellaneous
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.18%
🇺🇸 Nasdaq
13.71%
🇬🇧 LSE
11.36%
🌍 Digital Currency
5.39%
🇭🇰 Hong Kong Exchanges
2.73%
🇫🇷 Euronext Paris
1.19%
🇸🇪 Stockholm Stock Exchange
1.11%
🇳🇴 Oslo Stock Exchange
0.72%
🌍 FX
0.35%
🇩🇪 FRA
0.35%
🇦🇺 Sydney
0.12%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
8%
🇮🇱 Israel
7.84%
🇮🇪 Ireland
6.16%
🇧🇷 Brazil
5.59%
🇺🇸 United States
4.32%
🇨🇴 Colombia
4.08%
🇨🇳 China
2.76%
🇬🇷 Greece
1.68%
🇫🇷 France
1.19%
🇸🇪 Sweden
1.11%
🇧🇲 Bermuda
0.76%
🇳🇴 Norway
0.72%
🇩🇪 Germany
0.35%
🇸🇬 Singapore
0.14%
🇨🇦 Canada
0.14%
🇦🇺 Australia
0.12%
🇱🇺 Luxembourg
-0.02%
🇹🇼 Taiwan
-0.03%

Dividends

Dividend Yield

2.18%

36 out of 88 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $MPCC.OL (30.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.58%	10.41%	$2.21
VOO	0.36%	1.23%	-
GPRK	0.32%	7.89%	$0.55
MPCC.OL	0.22%	30.12%	$5.9
PLUS.L	0.21%	6.19%	$1.33
INSW	0.07%	16.36%	$5.74
DAC	0.06%	4.47%	$3.15
SBLK	0.06%	15.04%	$1.82
0390.HK	0.05%	6.64%	$0.21
EVO.ST	0.05%	4.08%	$31.03
3323.HK	0.03%	4.01%	$0.25
0386.HK	0.03%	7.55%	$0.37
ES.PA	0.03%	2.13%	$3
PGRE	0.02%	3.41%	$0.14
PAH3.DE	0.02%	5.7%	$2.56
JKS	0.02%	16.81%	$1.48
1186.HK	0.02%	5.94%	$0.35
1800.HK	0.02%	6.7%	$0.32
PLS.ASX	0.01%	8.69%	$0.25
JOE	0%	1.19%	$0.48
META	0%	0.38%	$1
JOYY	0%	2.21%	$0.71
9988.HK	0%	0.79%	$0.98
FUTR.L	0%	0.46%	$0.03
PEB	0%	0.42%	$0.04
GOOG	0%	0.52%	$0.2
NVDA	0%	0.04%	$0.02
CRM	0%	0.63%	$0.4
GE	0%	0.78%	$0.44
GOOGL	0%	0.53%	$0.2
MU	0%	0.61%	$0.46
MSFT	0%	0.86%	$3
ACN	0%	1.89%	$4.99
AVGO	0%	1.43%	$19.7
BABA	0%	0.76%	$0.98
TSM	0%	1.29%	$1.74

Next Dividends

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

Performance Metrics

Score 9.4/10

Beta

0.44

0.8

1.2

Sharpe Ratio

1.94

0.5

Sortino Ratio

7.24

Jensen's Alpha

36.03

-2

Omega Ratio

2.41

1.5

Treynor Ratio

7.14

0.75

1.25

Information Ratio

1.16

0.3

0.6

Calmar Ratio

8.81

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

1.94

0.5

Sortino Ratio

7.24

Jensen's Alpha

36.03

-2

Omega Ratio

2.41

1.5

Treynor Ratio

7.14

0.75

1.25

Information Ratio

1.16

0.3

0.6

Calmar Ratio

8.81

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

15.75

High:

BILL

498.72

Low:

CRWD

-4,427.77

Details

PEG Ratio

360.5

High:

INMD

2,024.22

Low:

-2,242.21

Details

Price/Book

3.89

High:

TEAM

48.12

Low:

PAH3.DE

0.19

Details

Price/Sales

1.78

High:

MSTR

149.45

Low:

COGT

Details

Price/CF

9.04

High:

MSTR

7,511.07

Low:

0390.HK

0.3

Details

Price/FCF

22.71

High:

MSTR

1,187.5

Low:

ZYME

2.44

Details