Portfolio of JoseLopess on eToro

JoseLopess

🇵🇹 Stock Value Investor.

46 copiers.

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

Summary

-13.58%

This Month

-1.82%

Year To Date

+99.43%

2 Years

+190.81%

5 Years

+190.81%

10 Years

+35.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
55%
🖥️ Technology Services
22.58%
🛍️ Retail Trade
22.37%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
77.49%
🇺🇸 NYSE
17.8%
🇩🇪 FRA
4.66%

Countries Breakdown

Country
Total

🇺🇸 United States
72.64%
🇨🇳 China
13.95%
🇦🇺 Australia
8.69%
🇩🇪 Germany
4.66%

Dividends

Dividend Yield

0.25%

5 out of 9 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $BABA (0.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BABA	0.12%	0.84%	$0.98
MU	0.06%	0.14%	$0.46
META	0.04%	0.4%	$1
RHM.DE	0.03%	0.58%	$5.7
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
NVDA	Pay Day	Apr 1, 2026	$0.01
MU	Pay Day	Apr 15, 2026	$0.15

Performance Metrics

Score 8.6/10

Beta

1.26

0.8

1.2

Sharpe Ratio

1.24

0.5

Sortino Ratio

2.46

Jensen's Alpha

16.35

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.14

0.75

1.25

Information Ratio

0.97

0.3

0.6

Calmar Ratio

1.67

0.3

0.6

Beta

1.26

0.8

1.2

Sharpe Ratio

1.24

0.5

Sortino Ratio

2.46

Jensen's Alpha

16.35

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.14

0.75

1.25

Information Ratio

0.97

0.3

0.6

Calmar Ratio

1.67

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.35

High:

RHM.DE

90.29

Low:

APLD

-43.69

Details

PEG Ratio

10.3

High:

AMZN

95.93

Low:

APLD

-63.71

Details

Price/Book

5.3

High:

NVDA

25.88

Low:

RBRK

-17.8

Details

Price/Sales

4.68

High:

APLD

23.4

Low:

BABA

2.09

Details

Price/CF

17.68

High:

NVDA

44.64

Low:

META

14.62

Details

Price/FCF

68.97

High:

BABA

1,196.17

Low:

META

41.51

Details

P/E Ratio

22.35

High:

RHM.DE

90.29

Low:

APLD

-43.69

Details

PEG Ratio

10.3

High:

AMZN

95.93

Low:

APLD

-63.71

Details

Price/Book

5.3

High:

NVDA

25.88

Low:

RBRK

-17.8

Details

Price/Sales

4.68

High:

APLD

23.4

Low:

BABA

2.09

Details

Price/CF

17.68

High:

NVDA

44.64

Low:

META

14.62

Details

Price/FCF

68.97

High:

BABA

1,196.17

Low:

META

41.51

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.51%	Aug 2022	May 2023	9
-20.68%	Feb 2026	-	2
-13.69%	Aug 2023	Feb 2024	6
-7.47%	Mar 2025	May 2025	2
-6.17%	Nov 2025	Jan 2026	2
-2.48%	Apr 2024	May 2024	1
-0.73%	Jul 2024	Aug 2024	1
-0.2%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of JoseLopess on eToro

JoseLopess

🇵🇹 Stock Value Investor.

46 copiers.

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

Summary

-13.58%

This Month

-1.82%

Year To Date

+99.43%

2 Years

+190.81%

5 Years

+190.81%

10 Years

+35.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
55%
🖥️ Technology Services
22.58%
🛍️ Retail Trade
22.37%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
77.49%
🇺🇸 NYSE
17.8%
🇩🇪 FRA
4.66%

Countries Breakdown

Country
Total

🇺🇸 United States
72.64%
🇨🇳 China
13.95%
🇦🇺 Australia
8.69%
🇩🇪 Germany
4.66%

Dividends

Dividend Yield

0.25%

5 out of 9 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $BABA (0.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BABA	0.12%	0.84%	$0.98
MU	0.06%	0.14%	$0.46
META	0.04%	0.4%	$1
RHM.DE	0.03%	0.58%	$5.7
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
NVDA	Pay Day	Apr 1, 2026	$0.01
MU	Pay Day	Apr 15, 2026	$0.15

Performance Metrics

Score 8.6/10

Beta

1.26

0.8

1.2

Sharpe Ratio

1.24

0.5

Sortino Ratio

2.46

Jensen's Alpha

16.35

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.14

0.75

1.25

Information Ratio

0.97

0.3

0.6

Calmar Ratio

1.67

0.3

0.6

Beta

1.26

0.8

1.2

Sharpe Ratio

1.24

0.5

Sortino Ratio

2.46

Jensen's Alpha

16.35

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.14

0.75

1.25

Information Ratio

0.97

0.3

0.6

Calmar Ratio

1,196.17

Low:

META

41.51

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.51%	Aug 2022	May 2023	9
-20.68%	Feb 2026	-	2
-13.69%	Aug 2023	Feb 2024	6
-7.47%	Mar 2025	May 2025	2
-6.17%	Nov 2025	Jan 2026	2
-2.48%	Apr 2024	May 2024	1
-0.73%	Jul 2024	Aug 2024	1
-0.2%	Dec 2024	Jan 2025	1