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

+1.18%

This Month

+1.18%

Year To Date

+29.32%

2 Years

-10.49%

5 Years

-0.68%

10 Years

-0.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
78.24%
🖥️ Technology Services
4.82%
🧬 Health Technology
4.47%
🛍️ Retail Trade
3.06%
🛠️ Producer Manufacturing
2.28%
💇‍♀️ Consumer Services
1.82%
💻 Electronic Technology
1.72%
💰 Finance
1.71%
💼 Commercial Services
0.96%
🍞 Consumer Non Durables
0.26%
🪙 Cryptocurrencies
0.2%
🏥 Health Services
0.17%
🧪 Process Industries
0.15%
🚗 Consumer Durables
0.14%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
83.53%
🇺🇸 Nasdaq
10.9%
🇭🇰 Hong Kong Exchanges
3.93%
🇩🇰 Copenhagen Stock Exchange
1.13%
🌍 Digital Currency
0.2%
🇩🇪 FRA
0.18%
🇫🇷 Euronext Paris
0.1%
🇺🇸 Chicago Board Options Exchange
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
11.93%
🇨🇳 China
5.21%
🇩🇪 Germany
1.37%
🇩🇰 Denmark
1.13%
🇨🇭 Switzerland
0.47%
🇮🇱 Israel
0.4%
🇨🇦 Canada
0.36%
🇭🇰 Hong Kong
0.26%
🇰🇾 Cayman Islands
0.26%
🇫🇷 France
0.1%
🇸🇬 Singapore
0.07%

Dividends

Dividend Yield

0.18%

14 out of 78 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.04%	6.64%	$1.66
2318.HK	0.04%	3.82%	$2.63
TROW	0.03%	4.86%	$4.92
CMCSA	0.02%	4.65%	$1.2
GAP	0.02%	2.45%	$0.6
JD.US	0.01%	3.35%	$0.74
00388.HK	0.01%	2.46%	$8.41
9988.HK	0.01%	0.59%	$0.98
VFC	0%	1.88%	$0.57
0968.HK	0%	1.21%	$0.23
VWS.CO	0%	0.29%	-
DIS	0%	1.39%	$0.75
0700.HK	0%	0.72%	$3.4
PYPL	0%	0.26%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.09

-1

Jensen's Alpha

-12.23

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.11

-1

0.75

1.25

Information Ratio

-0.93

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.09

-1

Jensen's Alpha

-12.23

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.11

-1

0.75

1.25

Information Ratio

-0.93

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.19

High:

RNG

190.74

Low:

00268.HK

-2,055.07

Details

PEG Ratio

40.43

High:

TROW

2,727.06

Low:

00268.HK

-2,434.21

Details

Price/Book

2.13

High:

NIO

19.99

Low:

WIX

-18.58

Details

Price/Sales

2.01

High:

00388.HK

19.7

Low:

Details

Price/CF

6.23

High:

DDD

462.65

Low:

2318.HK

1.24

Details

Price/FCF

8.69

High:

9988.HK

2,771.01

Low:

2318.HK

1.38

Details

P/E Ratio

21.19

High:

RNG

190.74

Low:

00268.HK

-2,055.07

Details

PEG Ratio

40.43

High:

TROW

2,727.06

Low:

00268.HK

-2,434.21

Details

Price/Book

2.13

High:

NIO

19.99

Low:

WIX

-18.58

Worst Drawdowns

Depth	Start	End	Total months
-46.78%	Jul 2021	-	55
-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

+1.18%

This Month

+1.18%

Year To Date

+29.32%

2 Years

-10.49%

5 Years

-0.68%

10 Years

-0.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
78.24%
🖥️ Technology Services
4.82%
🧬 Health Technology
4.47%
🛍️ Retail Trade
3.06%
🛠️ Producer Manufacturing
2.28%
💇‍♀️ Consumer Services
1.82%
💻 Electronic Technology
1.72%
💰 Finance
1.71%
💼 Commercial Services
0.96%
🍞 Consumer Non Durables
0.26%
🪙 Cryptocurrencies
0.2%
🏥 Health Services
0.17%
🧪 Process Industries
0.15%
🚗 Consumer Durables
0.14%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
83.53%
🇺🇸 Nasdaq
10.9%
🇭🇰 Hong Kong Exchanges
3.93%
🇩🇰 Copenhagen Stock Exchange
1.13%
🌍 Digital Currency
0.2%
🇩🇪 FRA
0.18%
🇫🇷 Euronext Paris
0.1%
🇺🇸 Chicago Board Options Exchange
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
11.93%
🇨🇳 China
5.21%
🇩🇪 Germany
1.37%
🇩🇰 Denmark
1.13%
🇨🇭 Switzerland
0.47%
🇮🇱 Israel
0.4%
🇨🇦 Canada
0.36%
🇭🇰 Hong Kong
0.26%
🇰🇾 Cayman Islands
0.26%
🇫🇷 France
0.1%
🇸🇬 Singapore
0.07%

Dividends

Dividend Yield

0.18%

14 out of 78 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.04%	6.64%	$1.66
2318.HK	0.04%	3.82%	$2.63
TROW	0.03%	4.86%	$4.92
CMCSA	0.02%	4.65%	$1.2
GAP	0.02%	2.45%	$0.6
JD.US	0.01%	3.35%	$0.74
00388.HK	0.01%	2.46%	$8.41
9988.HK	0.01%	0.59%	$0.98
VFC	0%	1.88%	$0.57
0968.HK	0%	1.21%	$0.23
VWS.CO	0%	0.29%	-
DIS	0%	1.39%	$0.75
0700.HK	0%	0.72%	$3.4
PYPL	0%	0.26%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.09

-1

Jensen's Alpha

-12.23

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.11

-1

0.75

1.25

Information Ratio

-0.93

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.95

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.09

-1

Jensen's Alpha

-12.23

-13

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

-0.11

-1

0.75

1.25

Information Ratio

-0.93

-1

0.3

0.6

Calmar Ratio

Low:

Details

Price/CF

6.23

High:

DDD

462.65

Low:

2318.HK

1.24

Details

Price/FCF

8.69

High:

9988.HK

2,771.01

Low:

2318.HK

1.38

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-46.78%	Jul 2021	-	55
-7.64%	Sep 2020	Nov 2020	2
-2.13%	Mar 2021	May 2021	2