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

+0%

Today

-1.03%

This Month

-7.77%

Year To Date

+30.4%

2 Years

+43.17%

5 Years

+2.96%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
34.57%
💇‍♀️ Consumer Services
19.3%
💻 Electronic Technology
15.81%
🛍️ Retail Trade
13.29%
📊 ETFs
8.15%
🖥️ Technology Services
5.48%
💼 Commercial Services
0.56%
🪨 Non Energy Minerals
0.49%
🚗 Consumer Durables
0.3%
🌾 Commodities
0.23%
🪙 Cryptocurrencies
0.2%
🛠️ Producer Manufacturing
0.18%
🍞 Consumer Non Durables
0.18%
💰 Finance
0.11%
🧬 Health Technology
0.02%
🧪 Process Industries
0.01%
🚚 Transportation
0.01%

Exchanges Breakdown

Exchange
Total

🌍 CFD
34.57%
🇺🇸 Nasdaq
24.88%
🇺🇸 NYSE
19.41%
🇬🇧 LSE
14.9%
🇺🇸 Chicago Board Options Exchange
3.68%
🇩🇪 FRA
0.92%
🌍 Commodity
0.23%
🌍 Digital Currency
0.2%
🇨🇭 SIX
0.12%

Countries Breakdown

Country
Total

🇺🇸 United States
25.74%
🇬🇧 United Kingdom
15.04%
🇸🇬 Singapore
12%
🇨🇳 China
1.08%
🇩🇪 Germany
0.92%
🇹🇼 Taiwan
0.78%
🇦🇹 Austria
0.12%
🇨🇦 Canada
0.06%
🇮🇪 Ireland
0.01%

Dividends

Dividend Yield

0.36%

43 out of 72 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $KSS (23.02%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.15%	4.12%	-
DIS	0.05%	1.11%	$0.75
INTC	0.04%	2.49%	$0.5
JD.US	0.03%	3.01%	$0.74
KSS	0.01%	23.02%	$2
TSM	0.01%	1.24%	$1.74
AOA	0.01%	2.3%	-
IFX.DE	0.01%	1.17%	$0.35
MSFT	0%	0.83%	$3
NKE	0%	2.67%	$1.45
AAPL	0%	0.48%	$0.97
NUE	0%	1.88%	$2.13
TKA.DE	0%	1.52%	$0.15
SCHD	0%	3.72%	-
NVDA	0%	0.04%	$0.02
MU	0%	0.58%	$0.46
CAT	0%	1.84%	$5.31
GOOG	0%	0.49%	$0.2
ABR	0%	15.23%	$1.72
XLE	0%	3.06%	-
VTV	0%	2.27%	-
MTX.DE	0%	0.76%	$2
SBUX	0%	2.86%	$2.24
META	0%	0.37%	$1
BX	0%	3.05%	$3.36
VIG	0%	1.83%	-
ABBV	0%	3.43%	$6.06
HD	0%	2.53%	$8.52
VXUS	0%	3.15%	-
XLF	0%	1.43%	-
VNQ	0%	4.01%	-
XLK	0%	0.76%	-
AMT	0%	3.11%	$6.56
SPG	0%	5.27%	$7.75
UPS	0%	6.67%	$6.5
SCHW	0%	1.28%	$1
BAM	0%	2.88%	$1.41
MA	0%	0.53%	$2.46
QQQ	0%	0.64%	-
UNP	0%	2.49%	$5.2
COST	0%	0.49%	$19.22
ACN	0%	1.95%	$4.99
CRM	0%	0.6%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
BX	Ex-Dividend	Apr 28, 2025	$0.93
AMT	Pay Day	Apr 28, 2025	$1.70
JD.US	Pay Day	Apr 29, 2025	$1.00
COST	Ex-Dividend	May 2, 2025	$1.30
BX	Pay Day	May 5, 2025	$0.93
MA	Pay Day	May 9, 2025	$0.76
SCHW	Ex-Dividend	May 9, 2025	$0.27
NUE	Pay Day	May 12, 2025	$0.55
MSFT	Ex-Dividend	May 15, 2025	$0.83
ACN	Pay Day	May 15, 2025	$1.48
ABBV	Pay Day	May 15, 2025	$1.64
SBUX	Ex-Dividend	May 16, 2025	$0.61
COST	Pay Day	May 16, 2025	$1.30
CAT	Pay Day	May 20, 2025	$1.41
SCHW	Pay Day	May 23, 2025	$0.27
SBUX	Pay Day	May 30, 2025	$0.61
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
DIS	Ex-Dividend	Jun 24, 2025	$0.50
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 2.8/10

Beta

1.14

1.14

0

0.8

1.2

0

2

Sharpe Ratio

0.16

0.16

0

0.5

1

1.5

1.5

Sortino Ratio

0.25

0.25

0

1

2

3

3

Jensen's Alpha

-11.03

-11.03

-12

0

2

4.5

4.5

Omega Ratio

0.69

0.69

0

1

1.5

2.5

2.5

Treynor Ratio

0.35

0.35

0

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0.05

0.05

0

0.3

0.6

1

1

Beta

1.14

1.14

0

0.8

1.2

0

2

Sharpe Ratio

0.16

0.16

0

0.5

1

1.5

1.5

Sortino Ratio

0.25

0.25

0

1

2

3

3

Jensen's Alpha

-11.03

-11.03

-12

0

2

4.5

4.5

Omega Ratio

0.69

0.69

0

1

1.5

2.5

2.5

Treynor Ratio

0.35

0.35

0

0.75

1.25

2

2

Information Ratio

-0.39

-0.39

-1

0.3

0.6

1

1

Calmar Ratio

0.05

0.05

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.47

High:

HUBS

7,173.54

Low:

CRWD

-5,064.12

Details

PEG Ratio

34.04

High:

HUBS

6,998.17

Low:

TEAM

-1,562.59

Details

Price/Book

15.96

High:

ABBV

98.78

Low:

SBUX

-12.74

Details

Price/Sales

10.74

High:

BAM

46.17

Low:

KSS

0.05

Details

Price/CF

37.89

High:

DDD

462.65

Low:

AMS.ZU

1.44

Details

Price/FCF

53.24

High:

MU

1,171.75

Low:

JD.US

9.2

Details

P/E Ratio

36.47

High:

HUBS

7,173.54

Low:

CRWD

-5,064.12

Details

PEG Ratio

34.04

High:

HUBS

6,998.17

Low:

TEAM

-1,562.59

Details

Price/Book

15.96

High:

ABBV

98.78

Low:

SBUX

-12.74

Details

Price/Sales

10.74

High:

BAM

46.17

Low:

KSS

0.05

Details

Price/CF

37.89

High:

DDD

462.65

Low:

AMS.ZU

1.44

Details

Price/FCF

53.24

High:

MU

1,171.75

Low:

JD.US

9.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-55.71%	Sep 2021	-	44
-3.2%	Jun 2020	Aug 2020	2
-2.58%	Sep 2020	Nov 2020	2
-2.32%	Jul 2021	Aug 2021	1

Monthly Performance