Portfolio of JoseMena34 on eToro

JoseMena34

🇨🇭 Stock and Crypto 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

+0.51%

Today

+7.83%

This Month

+12.43%

Year To Date

+78.91%

2 Years

+37.7%

5 Years

+8.7%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.74%
🖥️ Technology Services
19.21%
🪙 Cryptocurrencies
13.84%
🛍️ Retail Trade
10.06%
💰 Finance
5.22%
💇‍♀️ Consumer Services
4.81%
🚗 Consumer Durables
4.02%
📊 ETFs
3.46%
🚚 Transportation
3.24%
🧬 Health Technology
3.19%
💼 Commercial Services
2.51%
🛠️ Producer Manufacturing
2.11%
🍞 Consumer Non Durables
1.47%
💵 Cash
1.04%
🏥 Health Services
0.81%
📦 Distribution Services
0.2%
🧪 Process Industries
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
55.14%
🇺🇸 NYSE
26.33%
🌍 Digital Currency
13.84%
🇭🇰 Hong Kong Exchanges
1.73%
🇬🇧 LSE
1.38%
🇨🇭 SIX
0.45%
🇳🇴 Oslo Stock Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
74.04%
🇨🇳 China
2.23%
🇸🇬 Singapore
1.58%
🇰🇷 South Korea
1.38%
🇨🇦 Canada
1.29%
🇮🇱 Israel
0.61%
🇨🇭 Switzerland
0.45%
🇳🇴 Norway
0.02%

Dividends

Dividend Yield

0.56%

29 out of 80 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $EWZ (7.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
F	0.07%	6.72%	$0.78
PFE	0.06%	6.99%	$1.66
MCD	0.06%	2.35%	$6.53
FL	0.04%	1.89%	$1.6
GOOG	0.04%	0.44%	$0.2
EWZ	0.03%	7.39%	-
MMM	0.03%	1.87%	$5.21
SMSN.L	0.03%	1.95%	$23.68
AAPL	0.02%	0.48%	$0.97
UNH	0.02%	3.01%	$7.74
KO	0.02%	2.88%	$1.89
BND	0.02%	3.75%	-
JNJ	0.02%	3.1%	$4.81
NESN.ZU	0.02%	3.93%	$3
QCOM	0.01%	2.22%	$3.25
SBUX	0.01%	2.6%	$2.24
SPY	0.01%	1.21%	-
MSFT	0.01%	0.65%	$3
SPYG	0.01%	0.6%	-
DIS	0.01%	0.82%	$0.75
MA	0.01%	0.53%	$2.46
VTI	0.01%	1.29%	-
V	0.01%	0.66%	$2.01
CRM	0%	0.62%	$0.4
POOL	0%	1.62%	$4.5
BABA	0%	0.86%	$0.98
NVDA	0%	0.02%	$0.02
META	0%	0.29%	$1
9988.HK	0%	0.89%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
MA	Pay Day	Aug 8, 2025	$0.76
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SBUX	Pay Day	Aug 29, 2025	$0.61
PFE	Pay Day	Sep 2, 2025	$0.43
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
KO	Ex-Dividend	Sep 15, 2025	$0.51
QCOM	Pay Day	Sep 25, 2025	$0.89
KO	Pay Day	Oct 1, 2025	$0.51

Performance Metrics

Score 2.8/10

Beta

1.76

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.38

Jensen's Alpha

-8.52

-9

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.39

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Beta

1.76

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.38

Jensen's Alpha

-8.52

-9

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

0.39

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.28

High:

PLTR

670.39

Low:

CSIQ

-80.12

Details

PEG Ratio

205.1

High:

9,978.59

Low:

-717.43

Details

Price/Book

13.94

High:

75.39

Low:

NIO

-168.98

Details

Price/Sales

8.52

High:

IONQ

247.1

Low:

MODV

0.02

Details

Price/CF

23.98

High:

MSTR

7,511.07

Low:

2.27

Details

Price/FCF

40.86

High:

SBUX

1,256.06

Low:

TDOC

4.81

Details