Effective portfolio of JefferTay on eToro

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JefferTay

🇸🇬 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.

Effective Portfolio

Summary

+2.88%

Today

+6.56%

This Month

+10.93%

Year To Date

+40.59%

2 Years

+64.74%

5 Years

+6.93%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
32.44%
💇‍♀️ Consumer Services
20.28%
💻 Electronic Technology
15.6%
🛍️ Retail Trade
13.38%
📊 ETFs
8.18%
🖥️ Technology Services
6.6%
💼 Commercial Services
0.57%
🪨 Non Energy Minerals
0.47%
🚗 Consumer Durables
0.32%
🛠️ Producer Manufacturing
0.19%
🪙 Cryptocurrencies
0.19%
💰 Finance
0.09%
🧬 Health Technology
0.01%
🚚 Transportation
0.01%
🧪 Process Industries
0.01%

Exchanges Breakdown

Exchange
Total

🌍 CFD
32.44%
🇺🇸 Nasdaq
25.11%
🇺🇸 NYSE
20.15%
🇬🇧 LSE
15.37%
🇺🇸 Chicago Board Options Exchange
4.26%
🇩🇪 FRA
0.68%
🌍 Digital Currency
0.19%
🇨🇭 SIX
0.13%

Countries Breakdown

Country
Total

🇺🇸 United States
26.71%
🇬🇧 United Kingdom
15.61%
🇸🇬 Singapore
12.31%
🇹🇼 Taiwan
1%
🇨🇳 China
0.89%
🇩🇪 Germany
0.68%
🇦🇹 Austria
0.13%
🇮🇱 Israel
0.12%
🇨🇦 Canada
0.05%
🇮🇪 Ireland
0%

Dividends

Dividend Yield

0.31%

42 out of 72 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $KSS (15.43%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.14%	4.39%	-
DIS	0.04%	0.85%	$0.75
INTC	0.03%	2.36%	$0.5
JD.US	0.03%	3.1%	$0.74
TSM	0.01%	1.07%	$1.74
KSS	0.01%	15.43%	$2
AOA	0.01%	2.21%	-
NUE	0%	1.74%	$2.13
MSFT	0%	0.68%	$3
IFX.DE	0%	0.99%	$0.35
SCHD	0%	3.97%	-
TKA.DE	0%	1.65%	$0.15
NVDA	0%	0.03%	$0.02
CAT	0%	1.57%	$5.31
GOOG	0%	0.49%	$0.2
MU	0%	0.38%	$0.46
ABR	0%	15.23%	$1.72
XLE	0%	3.5%	-
VTV	0%	2.29%	-
AAPL	0%	0.5%	$0.97
MTX.DE	0%	0.59%	$2
META	0%	0.29%	$1
SBUX	0%	2.6%	$2.24
VIG	0%	1.79%	-
BX	0%	2.93%	$3.36
ABBV	0%	3.52%	$6.06
HD	0%	2.55%	$8.52
VXUS	0%	2.92%	-
XLF	0%	1.4%	-
VNQ	0%	4.07%	-
XLK	0%	0.67%	-
AMT	0%	3%	$6.56
SPG	0%	5.25%	$7.75
UPS	0%	6.51%	$6.5
SCHW	0%	1.18%	$1
BAM	0%	2.93%	$1.41
MA	0%	0.52%	$2.46
QQQ	0%	0.58%	-
UNP	0%	2.37%	$5.2
ACN	0%	2.01%	$4.99
COST	0%	0.48%	$19.22
CRM	0%	0.62%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
KSS	Pay Day	Jun 25, 2025	$0.12
META	Pay Day	Jun 26, 2025	$0.52
UNP	Pay Day	Jun 30, 2025	$1.34
NUE	Ex-Dividend	Jun 30, 2025	$0.55
SPG	Pay Day	Jun 30, 2025	$2.10
BAM	Pay Day	Jun 30, 2025	$0.44
NVDA	Pay Day	Jul 3, 2025	$0.01
CRM	Pay Day	Jul 10, 2025	$0.42
AMT	Pay Day	Jul 11, 2025	$1.70
ABBV	Ex-Dividend	Jul 15, 2025	$1.64
CAT	Ex-Dividend	Jul 21, 2025	$1.51
DIS	Pay Day	Jul 23, 2025	$0.50
NUE	Pay Day	Aug 11, 2025	$0.55
ABBV	Pay Day	Aug 15, 2025	$1.64
CAT	Pay Day	Aug 20, 2025	$1.51
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 3/10

Beta

1.16

1.16

0

0.8

1.2

0

2

Sharpe Ratio

0.22

0.22

0

0.5

1

1.5

1.5

Sortino Ratio

0.36

0.36

0

1

2

3

3

Jensen's Alpha

-9.92

-9.92

-10

0

2

4.5

4.5

Omega Ratio

0.73

0.73

0

1

1.5

2.5

2.5

Treynor Ratio

0.49

0.49

0

0.75

1.25

2

2

Information Ratio

-0.33

-0.33

-1

0.3

0.6

1

1

Calmar Ratio

0.09

0.09

0

0.3

0.6

1

1

Beta

1.16

1.16

0

0.8

1.2

0

2

Sharpe Ratio

0.22

0.22

0

0.5

1

1.5

1.5

Sortino Ratio

0.36

0.36

0

1

2

3

3

Jensen's Alpha

-9.92

-9.92

-10

0

2

4.5

4.5

Omega Ratio

0.73

0.73

0

1

1.5

2.5

2.5

Treynor Ratio

0.49

0.49

0

0.75

1.25

2

2

Information Ratio

-0.33

-0.33

-1

0.3

0.6

1

1

Calmar Ratio

0.09

0.09

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

43.46

High:

PLTR

611

Low:

HUBS

-1,199.44

Details

PEG Ratio

12.08

High:

PLTR

740.57

Low:

HUBS

-1,441.55

Details

Price/Book

19.07

High:

ABBV

228.57

Low:

SBUX

-13.76

Details

Price/Sales

13.43

High:

PLTR

114.67

Low:

KSS

0.06

Details

Price/CF

28.91

High:

DDD

462.65

Low:

KSS

1.48

Details

Price/FCF

37.79

High:

NUE

5,649.81

Low:

SCHW

7.53

Details

P/E Ratio

43.46

High:

PLTR

611

Low:

HUBS

-1,199.44

Details

PEG Ratio

12.08

High:

PLTR

740.57

Low:

HUBS

-1,441.55

Details

Price/Book

19.07

High:

ABBV

228.57

Low:

SBUX

-13.76

Details

Price/Sales

13.43

High:

PLTR

114.67

Low:

KSS

0.06

Details

Price/CF

28.91

High:

DDD

462.65

Low:

KSS

1.48

Details

Price/FCF

37.79

High:

NUE

5,649.81

Low:

SCHW

7.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-55.71%	Sep 2021	-	46
-3.2%	Jun 2020	Aug 2020	2
-2.58%	Sep 2020	Nov 2020	2
-2.32%	Jul 2021	Aug 2021	1

Monthly Performance