Effective portfolio of Jbarker1215 on eToro

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Jbarker1215

🇬🇧 Multi-Strategy Stock Investor.

2 copiers.

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

Effective Portfolio

Summary

+0.37%

Today

+2.13%

This Month

-2.17%

Year To Date

+26.97%

2 Years

+75.1%

5 Years

+4.34%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.87%
🖥️ Technology Services
19.12%
🪙 Cryptocurrencies
11.59%
💰 Finance
6.82%
🛠️ Producer Manufacturing
5.66%
🚗 Consumer Durables
4.42%
⛏️ Energy Minerals
3.88%
🛍️ Retail Trade
3.43%
📊 ETFs
3.27%
💼 Commercial Services
3.26%
⚡ Utilities
2.7%
🧬 Health Technology
1.84%
🪨 Non Energy Minerals
1.68%
🚚 Transportation
1.5%
🍞 Consumer Non Durables
1.25%
🧪 Process Industries
1.14%
🏭 Industrial Services
1.02%
💇‍♀️ Consumer Services
0.89%
🏥 Health Services
0.69%
💵 Cash
0.52%
📡 Communications
0.23%
📦 Distribution Services
0.15%
🧩 Miscellaneous
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
35.9%
🇺🇸 NYSE
33%
🌍 Digital Currency
11.59%
🇬🇧 LSE
10.18%
🇩🇪 FRA
3.91%
🇸🇦 Tadawul
1.37%
🇫🇷 Euronext Paris
1.08%
🇺🇸 Chicago Board Options Exchange
0.65%
🇩🇪 Xetra ETFs
0.63%
🇪🇸 Bolsa De Madrid
0.28%
🇦🇺 Sydney
0.25%
🇮🇹 Borsa Italiana
0.2%
🇸🇪 Stockholm Stock Exchange
0.15%
🇳🇱 Euronext Amsterdam
0.14%
🇭🇰 Hong Kong Exchanges
0.1%
🇳🇴 Oslo Stock Exchange
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
57.73%
🇬🇧 United Kingdom
6.99%
🇩🇪 Germany
4.43%
🇰🇷 South Korea
2.92%
🇨🇦 Canada
2.5%
🇳🇱 Netherlands
1.89%
🇨🇳 China
1.57%
🇸🇦 Saudi Arabia
1.37%
🇹🇼 Taiwan
1.26%
🇮🇱 Israel
1.18%
🇫🇷 France
1.08%
🇯🇵 Japan
0.54%
🇪🇸 Spain
0.28%
🇦🇺 Australia
0.25%
🇨🇱 Chile
0.2%
🇸🇪 Sweden
0.15%
🇱🇺 Luxembourg
0.11%
🇨🇭 Switzerland
0.09%
🇳🇴 Norway
0.03%
🇸🇬 Singapore
0.02%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.08%

117 out of 312 instruments pay dividend.

26 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SAOC	0.09%	6.74%	$1.87
SMSN.L	0.06%	2.2%	$23.68
SVT.L	0.03%	4.59%	$1.17
AESI	0.03%	7.39%	$0.78
DHL.DE	0.03%	4.54%	$1.85
XOM	0.02%	3.76%	$3.76
WSO	0.02%	2.49%	$10.05
INTC	0.02%	2.49%	$0.5
BLK	0.02%	2.08%	$20.2
MBG.DE	0.02%	8.36%	$5.3
LRCX	0.02%	1.07%	$8
FMG.ASX	0.02%	8.91%	$2.08
REP.MC	0.02%	6.61%	$0.73
PAY.L	0.02%	5.23%	$0.48
STLAM.MI	0.02%	7.83%	$1.55
MC.PA	0.02%	2.76%	$13
CHRD	0.02%	5.37%	$5
LHA.DE	0.01%	4.19%	$0.3
MSCI	0.01%	1.2%	$5.96
BA.L	0.01%	1.71%	$0.3
TSM	0.01%	1.1%	$1.74
BLOK	0.01%	5.36%	-
CVX	0.01%	4.76%	$6.28
TW.L	0.01%	8.31%	$0.1
O	0.01%	5.65%	$3.09
ALB	0.01%	2.71%	$1.6
KNOS.L	0.01%	3.83%	$0.36
CNA.L	0.01%	2.8%	$0.04
ASML	0.01%	0.78%	$5.57
TM	0.01%	3.12%	$4.64
BARC.L	0.01%	2.53%	$0.08
PEP	0.01%	4.22%	$5.15
UNH	0.01%	2.81%	$7.74
DG.PA	0.01%	3.76%	$4.5
SSE.L	0.01%	3.66%	$0.6
HFD.L	0.01%	4.66%	$0.1
TTG.L	0.01%	7.24%	-
RHM.DE	0.01%	0.45%	$5.7
V	0.01%	0.62%	$2.01
OXY	0.01%	2.16%	$0.8
OBDC	0.01%	10.23%	$1.42
VLO	0.01%	3.43%	$4.18
META	0.01%	0.29%	$1
TGT	0.01%	4.6%	$4.42
DTG.DE	0.01%	5.05%	$1.9
NEE	0.01%	3%	$1.97
PSN.L	0.01%	4.66%	$0.6
SQM	0.01%	4.14%	$1.36
RIO	0.01%	6.77%	$4.34
BBY	0.01%	5.18%	$3.72
WTW	0.01%	1.16%	$3.44
BTRW.L	0.01%	3.88%	$0.28
MJ	0.01%	16.08%	-
KLAC	0.01%	0.84%	$5.65
MSFT	0.01%	0.69%	$3
CTRA	0.01%	3.36%	$0.82
PLD	0.01%	3.62%	$3.66
BABA	0.01%	0.86%	$0.98
CRH.L	0.01%	1.64%	$1.61
SW.PA	0.01%	4.65%	$3.1
F	0.01%	7.31%	$0.78
AXP	0.01%	0.97%	$2.6
SOXL	0.01%	2.17%	-
LLY	0.01%	0.73%	$4.86
3988.HK	0.01%	5.72%	$0.26
P911.DE	0.01%	5.59%	$2.31
EZJ.L	0.01%	2.08%	$0.05
AMAT	0.01%	1%	$1.44
SWBI	0%	5.32%	$0.48
COST	0%	0.47%	$19.22
AVGO	0%	0.91%	$19.7
BLMN	0%	10.29%	$0.96
GFRD.L	0%	4.13%	$0.12
DVN	0%	3.53%	$2.05
VOLV-A.ST	0%	3.03%	$7.5
SYY	0%	2.78%	$2.01
URA	0%	2.39%	-
AAPL	0%	0.5%	$0.97
BAKK.L	0%	3.75%	$0.07
MPLX	0%	7.25%	$3.33
MTO.L	0%	3.17%	$0.04
VST	0%	0.51%	$0.85
SRP.L	0%	2.17%	$0.03
EPD	0%	6.74%	$2.03
GOOG	0%	0.46%	$0.2
CRM	0%	0.59%	$0.4
ELV	0%	1.7%	$6.22
RKT.L	0%	3.95%	$1.93
DHI	0%	1.24%	$1.15
JDW.L	0%	2.19%	-
JPM	0%	1.99%	$4.4
ET	0%	7.22%	$1.25
CMCSA	0%	3.69%	$1.2
AGRO	0%	3.83%	$0.33
IFX.DE	0%	0.98%	$0.35
B	0%	1.95%	$0.4
TLT	0%	4.39%	-
WMT	0%	0.96%	$0.81
SNR.L	0%	1.41%	$0.02
BTG.US	0%	3.16%	$0.16
STAG	0%	4.03%	$1.47
ORCL	0%	0.98%	$1.6
ALO.PA	0%	1.56%	$0.24
MU	0%	0.42%	$0.46
VOF.L	0%	2.42%	$0.1
HOC.L	0%	0.48%	-
NVDA	0%	0.03%	$0.02
APO	0%	1.42%	$1.75
ISF.L	0%	3.54%	-
BGC	0%	0.83%	$0.05
SONY	0%	0.37%	$0.49
PCG	0%	0.54%	$0.03
TTEK	0%	0.67%	$1.07
MCD	0%	2.27%	$6.53
X	0%	0.37%	$0.2
GEV	0%	0.1%	-
NVTKL.L	0%	109.46%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
CHRD	Pay Day	Jun 9, 2025	$1.30
CVX	Pay Day	Jun 10, 2025	$1.71
XOM	Pay Day	Jun 10, 2025	$0.99
ELV	Ex-Dividend	Jun 10, 2025	$1.71
LLY	Pay Day	Jun 10, 2025	$1.50
OXY	Ex-Dividend	Jun 10, 2025	$0.24
BGC	Pay Day	Jun 10, 2025	$0.02
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
X	Pay Day	Jun 11, 2025	$0.05
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
ALB	Ex-Dividend	Jun 13, 2025	$0.40
DVN	Ex-Dividend	Jun 13, 2025	$0.24
O	Pay Day	Jun 13, 2025	$0.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
UNH	Ex-Dividend	Jun 16, 2025	$2.21
NEE	Pay Day	Jun 16, 2025	$0.57
B	Pay Day	Jun 16, 2025	$0.10
PLD	Ex-Dividend	Jun 17, 2025	$1.01
VLO	Pay Day	Jun 18, 2025	$1.13
BBY	Ex-Dividend	Jun 18, 2025	$0.95
CRM	Ex-Dividend	Jun 18, 2025	$0.42
LRCX	Ex-Dividend	Jun 18, 2025	$0.23
HOC.L	Pay Day	Jun 18, 2025	$0.02
VST	Ex-Dividend	Jun 18, 2025	$0.22
PSN.L	Ex-Dividend	Jun 19, 2025	$0.52
MTO.L	Ex-Dividend	Jun 19, 2025	$0.04
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
BLK	Pay Day	Jun 23, 2025	$5.21
UNH	Pay Day	Jun 24, 2025	$2.21
ELV	Pay Day	Jun 25, 2025	$1.71
META	Pay Day	Jun 26, 2025	$0.52
PEP	Pay Day	Jun 30, 2025	$1.42
DVN	Pay Day	Jun 30, 2025	$0.24
PCG	Ex-Dividend	Jun 30, 2025	$0.02
WTW	Ex-Dividend	Jun 30, 2025	$0.92
AVGO	Pay Day	Jun 30, 2025	$0.59
PLD	Pay Day	Jun 30, 2025	$1.01
VST	Pay Day	Jun 30, 2025	$0.22
STAG	Ex-Dividend	Jun 30, 2025	$0.12
OBDC	Ex-Dividend	Jun 30, 2025	$0.37
ALB	Pay Day	Jul 1, 2025	$0.40
CMCSA	Ex-Dividend	Jul 2, 2025	$0.33
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
SYY	Ex-Dividend	Jul 3, 2025	$0.54
LRCX	Pay Day	Jul 9, 2025	$0.23
BABA	Pay Day	Jul 10, 2025	$0.95
BBY	Pay Day	Jul 10, 2025	$0.95
CRM	Pay Day	Jul 10, 2025	$0.42
TSM	Pay Day	Jul 10, 2025	$0.68
PSN.L	Pay Day	Jul 11, 2025	$0.52
PCG	Pay Day	Jul 15, 2025	$0.02
SVT.L	Pay Day	Jul 15, 2025	$0.98
WTW	Pay Day	Jul 15, 2025	$0.92
OXY	Pay Day	Jul 15, 2025	$0.24
STAG	Pay Day	Jul 15, 2025	$0.12
OBDC	Pay Day	Jul 15, 2025	$0.37
CMCSA	Pay Day	Jul 23, 2025	$0.33
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
SYY	Pay Day	Jul 25, 2025	$0.54
JPM	Pay Day	Jul 31, 2025	$1.40
MTO.L	Pay Day	Aug 4, 2025	$0.04
WMT	Ex-Dividend	Aug 15, 2025	$0.24
WMT	Pay Day	Sep 2, 2025	$0.24
SSE.L	Pay Day	Sep 18, 2025	$0.58
MJ	Pay Day	Sep 30, 2025	$0.71
KNOS.L	Ex-Dividend	Oct 2, 2025	$0.26
KNOS.L	Pay Day	Oct 24, 2025	$0.26
BLOK	Pay Day	Dec 31, 2025	$0.00

Performance Metrics

Score 3/10

Beta

1.07

1.07

0

0.8

1.2

0

2

Sharpe Ratio

0.17

0.17

0

0.5

1

1.5

1.5

Sortino Ratio

0.28

0.28

0

1

2

3

3

Jensen's Alpha

-6.45

-6.45

-7

0

2

4.5

4.5

Omega Ratio

0.73

0.73

0

1

1.5

2.5

2.5

Treynor Ratio

0.33

0.33

0

0.75

1.25

2

2

Information Ratio

-0.38

-0.38

-1

0.3

0.6

1

1

Calmar Ratio

0.11

0.11

0

0.3

0.6

1

1

Beta

1.07

1.07

0

0.8

1.2

0

2

Sharpe Ratio

0.17

0.17

0

0.5

1

1.5

1.5

Sortino Ratio

0.28

0.28

0

1

2

3

3

Jensen's Alpha

-6.45

-6.45

-7

0

2

4.5

4.5

Omega Ratio

0.73

0.73

0

1

1.5

2.5

2.5

Treynor Ratio

0.33

0.33

0

0.75

1.25

2

2

Information Ratio

-0.38

-0.38

-1

0.3

0.6

1

1

Calmar Ratio

0.11

0.11

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.74

High:

PLTR

523.62

Low:

LAC

-13,500

Details

PEG Ratio

58.44

High:

WSO

3,132.73

Low:

LAC

-18,899.99

Details

Price/Book

7.66

High:

LAC

1,011.24

Low:

IRBT

-155.36

Details

Price/Sales

6.34

High:

DJT

1,209.43

Low:

ACHR

-

Details

Price/CF

21.1

High:

DDD

462.65

Low:

1966.HK

0.22

Details

Price/FCF

41.61

High:

PEP

5,253.35

Low:

1966.HK

0.22

Details

P/E Ratio

32.74

High:

PLTR

523.62

Low:

LAC

-13,500

Details

PEG Ratio

58.44

High:

WSO

3,132.73

Low:

LAC

-18,899.99

Details

Price/Book

7.66

High:

LAC

1,011.24

Low:

IRBT

-155.36

Details

Price/Sales

6.34

High:

DJT

1,209.43

Low:

ACHR

-

Details

Price/CF

21.1

High:

DDD

462.65

Low:

1966.HK

0.22

Details

Price/FCF

41.61

High:

PEP

5,253.35

Low:

1966.HK

0.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-37.75%	Nov 2021	-	44
-29.38%	Feb 2020	Nov 2020	9
-4.75%	Sep 2021	Oct 2021	1
-1.44%	Jul 2021	Aug 2021	1
-0.95%	May 2021	Jun 2021	1
-0.04%	Mar 2021	Apr 2021	1

Monthly Performance