Effective portfolio of JoseMena34 on eToro

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JoseMena34

🇨🇭 Long/Short Stock Investor.

2 copiers.

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

Effective Portfolio

Summary

+0.6%

Today

+2.42%

This Month

-10.5%

Year To Date

+73.32%

2 Years

+9.62%

5 Years

+2.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
21.87%
🖥️ Technology Services
18.71%
🪙 Cryptocurrencies
17.52%
🛍️ Retail Trade
10.77%
🚗 Consumer Durables
6.65%
💇‍♀️ Consumer Services
6%
💰 Finance
4.31%
📊 ETFs
4.3%
🚚 Transportation
2.13%
🧬 Health Technology
1.95%
🛠️ Producer Manufacturing
1.77%
🍞 Consumer Non Durables
1.7%
💼 Commercial Services
1.13%
💵 Cash
0.68%
📦 Distribution Services
0.24%
⛏️ Energy Minerals
0.09%
🏥 Health Services
0.04%
🧪 Process Industries
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.31%
🇺🇸 NYSE
25.44%
🌍 Digital Currency
17.52%
🇭🇰 Hong Kong Exchanges
1.9%
🇬🇧 LSE
1.15%
🇨🇭 SIX
0.77%
🇳🇱 Euronext Amsterdam
0.09%
🇳🇴 Oslo Stock Exchange
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
67.89%
🇨🇳 China
2.59%
🇸🇬 Singapore
1.54%
🇮🇹 Italy
1.3%
🇰🇷 South Korea
1.15%
🇨🇦 Canada
1.12%
🇨🇭 Switzerland
0.77%
🇮🇱 Israel
0.35%
🇺🇾 Uruguay
0.2%
🇹🇼 Taiwan
0.13%
🇰🇾 Cayman Islands
0.11%
🇳🇱 Netherlands
0.09%
🇯🇵 Japan
0.06%
🇮🇪 Ireland
0.03%
🇳🇴 Norway
0.02%
🇱🇺 Luxembourg
0.02%

Dividends

Dividend Yield

0.63%

41 out of 91 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $EWZ (7.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
F	0.09%	7.49%	$0.78
MCD	0.07%	2.17%	$6.53
PFE	0.06%	7.38%	$1.66
EWZ	0.04%	7.77%	-
GOOG	0.04%	0.49%	$0.2
AAPL	0.03%	0.48%	$0.97
MMM	0.03%	2.05%	$5.21
SMSN.L	0.03%	2.41%	$23.68
KO	0.03%	2.74%	$1.89
FL	0.03%	1.89%	$1.6
BND	0.03%	3.65%	-
NESN.ZU	0.02%	3.52%	$3
QCOM	0.01%	2.33%	$3.25
SBUX	0.01%	2.86%	$2.24
MSFT	0.01%	0.83%	$3
SPY	0.01%	1.28%	-
DIS	0.01%	1.11%	$0.75
RACE	0.01%	0.67%	$2.64
SPYG	0.01%	0.67%	-
VTI	0.01%	1.36%	-
MA	0.01%	0.53%	$2.46
VNQ	0%	4.01%	-
VEA	0%	3.07%	-
CRM	0%	0.61%	$0.4
CVX	0%	4.71%	$6.28
POOL	0%	1.65%	$4.5
REET	0%	3.57%	-
BABA	0%	0.83%	$0.98
META	0%	0.37%	$1
NVDA	0%	0.04%	$0.02
ROG.ZU	0%	3.6%	$9.6
JNJ	0%	3.23%	$4.81
TSM	0%	1.26%	$1.74
PG	0%	2.52%	$3.83
UBSG.ZU	0%	2.95%	$0.64
V	0%	0.66%	$2.01
AXP	0%	1.1%	$2.6
ASML.NV	0%	1.09%	$6.1
0700.HK	0%	0.95%	$3.4
9988.HK	0%	0.85%	$0.98
SONY	0%	0.36%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
RACE	Pay Day	May 6, 2025	$3.12
ASML.NV	Pay Day	May 6, 2025	$2.10
AXP	Pay Day	May 9, 2025	$0.82
PFE	Ex-Dividend	May 9, 2025	$0.43
MA	Pay Day	May 9, 2025	$0.76
F	Ex-Dividend	May 12, 2025	$0.15
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
SBUX	Ex-Dividend	May 16, 2025	$0.61
0700.HK	Ex-Dividend	May 16, 2025	$0.58
JNJ	Ex-Dividend	May 27, 2025	$1.30
SBUX	Pay Day	May 30, 2025	$0.61
0700.HK	Pay Day	May 30, 2025	$0.58
F	Pay Day	Jun 2, 2025	$0.15
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
PFE	Pay Day	Jun 13, 2025	$0.43
GOOG	Pay Day	Jun 16, 2025	$0.21
EWZ	Pay Day	Jun 17, 2025	$0.91
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 2.5/10

Beta

1.76

1.76

0

0.8

1.2

0

2

Sharpe Ratio

0.13

0.13

0

0.5

1

1.5

1.5

Sortino Ratio

0.2

0.2

0

1

2

3

3

Jensen's Alpha

-9.28

-9.28

-10

0

2

4.5

4.5

Omega Ratio

0.9

0.9

0

1

1.5

2.5

2.5

Treynor Ratio

0.22

0.22

0

0.75

1.25

2

2

Information Ratio

-0.14

-0.14

-1

0.3

0.6

1

1

Calmar Ratio

0.03

0.03

0

0.3

0.6

1

1

Beta

1.76

1.76

0

0.8

1.2

0

2

Sharpe Ratio

0.13

0.13

0

0.5

1

1.5

1.5

Sortino Ratio

0.2

0.2

0

1

2

3

3

Jensen's Alpha

-9.28

-9.28

-10

0

2

4.5

4.5

Omega Ratio

0.9

0.9

0

1

1.5

2.5

2.5

Treynor Ratio

0.22

0.22

0

0.75

1.25

2

2

Information Ratio

-0.14

-0.14

-1

0.3

0.6

1

1

Calmar Ratio

0.03

0.03

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.32

High:

PLTR

606.29

Low:

SNOW

-41.13

Details

PEG Ratio

75.53

High:

GLOB

1,167.13

Low:

NIO

-21.63

Details

Price/Book

10.88

High:

MA

75.33

Low:

MCD

-59.67

Details

Price/Sales

6.33

High:

PLTR

101.16

Low:

NKLAQ

0.08

Details

Price/CF

25.36

High:

PLTR

165.72

Low:

F

2.58

Details

Price/FCF

47.56

High:

SEDG

476.9

Low:

NU

5.19

Details

P/E Ratio

30.32

High:

PLTR

606.29

Low:

SNOW

-41.13

Details

PEG Ratio

75.53

High:

GLOB

1,167.13

Low:

NIO

-21.63

Details

Price/Book

10.88

High:

MA

75.33

Low:

MCD

-59.67

Details

Price/Sales

6.33

High:

PLTR

101.16

Low:

NKLAQ

0.08

Details

Price/CF

25.36

High:

PLTR

165.72

Low:

F

2.58

Details

Price/FCF

47.56

High:

SEDG

476.9

Low:

NU

5.19

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-58.99%	Nov 2021	Nov 2024	36
-15.99%	Feb 2025	-	3
-11.63%	May 2021	Aug 2021	3
-7.5%	Sep 2021	Oct 2021	1
-0.45%	Dec 2024	Jan 2025	1

Monthly Performance