Portfolio of JoseMena34 on eToro

JoseMena34

🇨🇭 Stock Long/Short Investor.

2 copiers.

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

Summary

+2.72%

This Month

+3.77%

Year To Date

+48.99%

2 Years

+50.74%

5 Years

+40.88%

10 Years

+7.62%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
31%
💻 Electronic Technology
25.32%
🛍️ Retail Trade
14.96%
🪙 Cryptocurrencies
8.72%
🚗 Consumer Durables
2.89%
💇‍♀️ Consumer Services
2.39%
🚚 Transportation
2.38%
🏥 Health Services
2.3%
💰 Finance
1.87%
🛠️ Producer Manufacturing
1.66%
💼 Commercial Services
1.61%
🧬 Health Technology
1.54%
💵 Cash
1.07%
📊 ETFs
0.99%
🧩 Miscellaneous
0.88%
📦 Distribution Services
0.12%
🧪 Process Industries
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
66.16%
🇺🇸 NYSE
19.98%
🌍 Digital Currency
8.72%
🇫🇷 Euronext Paris
2.96%
🇭🇰 Hong Kong Exchanges
0.82%
🇳🇴 Oslo Stock Exchange
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
73.91%
🇺🇾 Uruguay
4.84%
🇫🇷 France
2.96%
🇸🇬 Singapore
2.23%
🇮🇹 Italy
2.2%
🇨🇳 China
1.09%
🇨🇦 Canada
0.53%
🇮🇱 Israel
0.28%
🇳🇴 Norway
0.01%

Dividends

Dividend Yield

0.36%

22 out of 71 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.5%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.06%	6.5%	$1.66
UNH	0.06%	2.42%	$7.74
GOOG	0.03%	0.22%	$0.2
RACE	0.03%	1.26%	$2.64
MMM	0.03%	2.03%	$5.21
AAPL	0.02%	0.37%	$0.97
MSFT	0.02%	0.86%	$3
F	0.02%	4.93%	$0.78
META	0.01%	0.34%	$1
QCOM	0.01%	1.88%	$3.25
SBUX	0.01%	2.32%	$2.24
DIS	0.01%	1.39%	$0.75
SPY	0.01%	1.01%	-
ORCL	0.01%	1.04%	$1.6
MA	0.01%	0.66%	$2.46
V	0.01%	0.82%	$2.01
PYPL	0.01%	0.61%	-
CRM	0%	0.93%	$0.4
POOL	0%	2.68%	$4.5
NVDA	0%	0.02%	$0.02
BABA	0%	0.73%	$0.98
9988.HK	0%	0.77%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	May 11, 2026	$0.27
V	Ex-Dividend	May 12, 2026	$0.67
F	Ex-Dividend	May 12, 2026	$0.15
AAPL	Pay Day	May 14, 2026	$0.27
POOL	Ex-Dividend	May 14, 2026	$1.30
SBUX	Ex-Dividend	May 15, 2026	$0.62
MSFT	Ex-Dividend	May 21, 2026	$0.91
POOL	Pay Day	May 28, 2026	$1.30
SBUX	Pay Day	May 29, 2026	$0.62
V	Pay Day	Jun 1, 2026	$0.67
F	Pay Day	Jun 1, 2026	$0.15
PYPL	Ex-Dividend	Jun 4, 2026	$0.14
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
PFE	Pay Day	Jun 12, 2026	$0.43
GOOG	Pay Day	Jun 15, 2026	$0.22
PYPL	Pay Day	Jun 25, 2026	$0.14
QCOM	Pay Day	Jun 25, 2026	$0.92
DIS	Ex-Dividend	Jun 30, 2026	$0.75
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 2.7/10

Beta

1.74

0.8

1.2

Sharpe Ratio

0.18

0.5

1.5

Sortino Ratio

0.28

Jensen's Alpha

-9.86

-10

4.5

Omega Ratio

0.89

1.5

2.5

Treynor Ratio

0.28

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Beta

1.74

0.8

1.2

Sharpe Ratio

0.18

0.5

1.5

Sortino Ratio

0.28

Jensen's Alpha

-9.86

-10

4.5

Omega Ratio

0.89

1.5

2.5

Treynor Ratio

0.28

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.61

High:

SOI.PA

462.96

Low:

CRWV

-54.22

Details

PEG Ratio

175.8

High:

MELI

1,025.17

Low:

MRNA

-86.85

Details

Price/Book

12.26

High:

64.94

Low:

SBUX

-14.33

Details

Price/Sales

9.44

High:

MSTR

115.14

Low:

CSIQ

0.2

Details

Price/CF

23.28

High:

MSTR

7,511.07

Low:

2.48

Details

Price/FCF

57.9

High:

9988.HK

2,771.01

Low:

TDOC

3.54

Details