Portfolio of Jc711005 on eToro

Jc711005

🇲🇽 ETF and Stock 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%

This Month

-3.55%

Year To Date

+5.16%

2 Years

-15.26%

5 Years

-5.33%

10 Years

-0.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
79.57%
🧬 Health Technology
4.86%
🖥️ Technology Services
4.18%
🛍️ Retail Trade
2.6%
🛠️ Producer Manufacturing
2.1%
💇‍♀️ Consumer Services
1.95%
💰 Finance
1.57%
💻 Electronic Technology
1.44%
💼 Commercial Services
0.91%
🍞 Consumer Non Durables
0.22%
🚗 Consumer Durables
0.17%
🏥 Health Services
0.15%
🧪 Process Industries
0.14%
🪙 Cryptocurrencies
0.13%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.44%
🇺🇸 Nasdaq
10.54%
🇭🇰 Hong Kong Exchanges
3.46%
🇩🇰 Copenhagen Stock Exchange
1.03%
🇩🇪 FRA
0.19%
🇫🇷 Euronext Paris
0.14%
🌍 Digital Currency
0.13%
🇺🇸 Chicago Board Options Exchange
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
11.62%
🇨🇳 China
4.71%
🇩🇪 Germany
1.09%
🇩🇰 Denmark
1.03%
🇨🇭 Switzerland
0.45%
🇮🇱 Israel
0.37%
🇨🇦 Canada
0.35%
🇭🇰 Hong Kong
0.26%
🇰🇾 Cayman Islands
0.23%
🇫🇷 France
0.14%
🇸🇬 Singapore
0.05%

Dividends

Dividend Yield

0.2%

15 out of 77 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.04%	6.48%	$1.66
2318.HK	0.04%	4.5%	$2.63
TROW	0.03%	5.85%	$4.92
CMCSA	0.02%	4.39%	$1.2
GAP	0.02%	2.87%	$0.6
JD.US	0.01%	3.44%	$0.74
00388.HK	0.01%	3.08%	$8.41
0968.HK	0.01%	1.5%	$0.23
9988.HK	0.01%	0.77%	$0.98
VFC	0%	2.25%	$0.57
VWS.CO	0%	0.47%	-
DIS	0%	1.52%	$0.75
0700.HK	0%	0.81%	$3.4
PYPL	0%	0.62%	-
RNG	0%	0.2%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.07

-1

0.5

1.5

Sortino Ratio

-0.1

-1

Jensen's Alpha

-12.02

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.12

-1

0.75

1.25

Information Ratio

-0.92

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.07

-1

0.5

1.5

Sortino Ratio

-0.1

-1

Jensen's Alpha

-12.02

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.12

-1

0.75

1.25

Information Ratio

-0.92

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.47

High:

ROKU

159.47

Low:

00268.HK

-1,375.36

Details

PEG Ratio

-49.57

High:

TROW

1,066.58

Low:

00268.HK

-1,629.1

Details

Price/Book

1.88

High:

JMIA

34.04

Low:

WIX

-13.24

Details

Price/Sales

1.74

High:

00388.HK

18.22

Low:

Details

Price/CF

6.12

High:

DDD

462.65

Low:

2318.HK

1.24

Details

Price/FCF

8.81

High:

CRON

6,729.01

Low:

2318.HK

1.38

Details

P/E Ratio

19.47

High:

ROKU

159.47

Low:

00268.HK

-1,375.36

Details

PEG Ratio

-49.57

High:

TROW

1,066.58

Low:

00268.HK

-1,629.1

Details

Price/Book

1.88

High:

JMIA

34.04

Low:

WIX

-13.24

Worst Drawdowns

Depth	Start	End	Total months
-46.78%	Jul 2021	-	57
-7.64%	Sep 2020	Nov 2020	2
-2.13%	Mar 2021	May 2021	2

Monthly Performance

Portfolio of Jc711005 on eToro

Jc711005

🇲🇽 ETF and Stock 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%

This Month

-3.55%

Year To Date

+5.16%

2 Years

-15.26%

5 Years

-5.33%

10 Years

-0.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
79.57%
🧬 Health Technology
4.86%
🖥️ Technology Services
4.18%
🛍️ Retail Trade
2.6%
🛠️ Producer Manufacturing
2.1%
💇‍♀️ Consumer Services
1.95%
💰 Finance
1.57%
💻 Electronic Technology
1.44%
💼 Commercial Services
0.91%
🍞 Consumer Non Durables
0.22%
🚗 Consumer Durables
0.17%
🏥 Health Services
0.15%
🧪 Process Industries
0.14%
🪙 Cryptocurrencies
0.13%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.44%
🇺🇸 Nasdaq
10.54%
🇭🇰 Hong Kong Exchanges
3.46%
🇩🇰 Copenhagen Stock Exchange
1.03%
🇩🇪 FRA
0.19%
🇫🇷 Euronext Paris
0.14%
🌍 Digital Currency
0.13%
🇺🇸 Chicago Board Options Exchange
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
11.62%
🇨🇳 China
4.71%
🇩🇪 Germany
1.09%
🇩🇰 Denmark
1.03%
🇨🇭 Switzerland
0.45%
🇮🇱 Israel
0.37%
🇨🇦 Canada
0.35%
🇭🇰 Hong Kong
0.26%
🇰🇾 Cayman Islands
0.23%
🇫🇷 France
0.14%
🇸🇬 Singapore
0.05%

Dividends

Dividend Yield

0.2%

15 out of 77 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.04%	6.48%	$1.66
2318.HK	0.04%	4.5%	$2.63
TROW	0.03%	5.85%	$4.92
CMCSA	0.02%	4.39%	$1.2
GAP	0.02%	2.87%	$0.6
JD.US	0.01%	3.44%	$0.74
00388.HK	0.01%	3.08%	$8.41
0968.HK	0.01%	1.5%	$0.23
9988.HK	0.01%	0.77%	$0.98
VFC	0%	2.25%	$0.57
VWS.CO	0%	0.47%	-
DIS	0%	1.52%	$0.75
0700.HK	0%	0.81%	$3.4
PYPL	0%	0.62%	-
RNG	0%	0.2%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.07

-1

0.5

1.5

Sortino Ratio

-0.1

-1

Jensen's Alpha

-12.02

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.12

-1

0.75

1.25

Information Ratio

-0.92

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.07

-1

0.5

1.5

Sortino Ratio

-0.1

-1

Jensen's Alpha

-12.02

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.12

-1

0.75

1.25

Information Ratio

-0.92

-1

0.3

0.6

Calmar Ratio

Low:

Details

Price/CF

6.12

High:

DDD

462.65

Low:

2318.HK

1.24

Details

Price/FCF

8.81

High:

CRON

6,729.01

Low:

2318.HK

1.38

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-46.78%	Jul 2021	-	57
-7.64%	Sep 2020	Nov 2020	2
-2.13%	Mar 2021	May 2021	2