Effective portfolio of Joseolivo911 on eToro

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Joseolivo911

🇩🇴 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

-5.39%

This Month

-7.29%

Year To Date

+41.63%

2 Years

-2.59%

5 Years

-0.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
18.98%
💻 Electronic Technology
14.51%
🚗 Consumer Durables
12.7%
💰 Finance
9.07%
🖥️ Technology Services
6.7%
💇‍♀️ Consumer Services
4.93%
🛍️ Retail Trade
4.43%
🚚 Transportation
4.3%
🍞 Consumer Non Durables
3.57%
🧬 Health Technology
3.25%
⛏️ Energy Minerals
1.85%
💼 Commercial Services
1.72%
⚡ Utilities
1.42%
💵 Cash
1.37%
📡 Communications
1.36%
🛠️ Producer Manufacturing
1.22%
🪨 Non Energy Minerals
1.18%
❓ Other
1.03%
🏥 Health Services
0.89%
🧪 Process Industries
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.12%
🇺🇸 NYSE
44.04%
🇺🇸 Chicago Board Options Exchange
1.54%
🇭🇰 Hong Kong Exchanges
1.1%
🇩🇪 FRA
0.26%
🇨🇭 SIX
0.23%

Countries Breakdown

Country
Total

🇺🇸 United States
63.81%
🇺🇾 Uruguay
1.97%
🇧🇷 Brazil
1.85%
🇵🇦 Panama
1.37%
🇨🇳 China
1.31%
🇮🇳 India
1.11%
🇯🇵 Japan
1.05%
🇩🇪 Germany
0.26%
🇨🇭 Switzerland
0.23%
🇨🇦 Canada
0.18%
🇬🇧 United Kingdom
0.11%
🇮🇱 Israel
0.06%

Dividends

Dividend Yield

1.26%

46 out of 78 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $ZIM (51.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.23%	12.45%	$2.21
CPA	0.1%	7.31%	$4.86
SQQQ	0.09%	7.43%	-
BBY	0.06%	6.08%	$3.72
AAPL	0.06%	0.51%	$0.97
CME	0.05%	4%	$9.75
CNXC	0.05%	2.75%	$1.18
PM	0.05%	3.28%	$5.2
JPM	0.04%	2.18%	$4.4
NKE	0.04%	2.76%	$1.45
GILD	0.03%	2.97%	$3.04
AMGN	0.03%	3.34%	$8.76
MUFG	0.03%	2.97%	$0.23
NI	0.03%	2.77%	$1.05
NFE	0.03%	7.03%	$0.4
DELL	0.03%	2.19%	$1.63
PGR	0.02%	1.85%	$1.15
AA	0.02%	1.72%	$0.4
MSFT	0.02%	0.88%	$3
EL	0.02%	3.71%	$2.64
ZIM	0.02%	51.78%	$0.23
ABT	0.02%	1.74%	$2.16
TJX	0.02%	1.21%	$1.42
UNH	0.02%	1.85%	$7.74
TMUS	0.02%	1.26%	$1.95
BR	0.02%	1.46%	$3.2
P911.DE	0.01%	5.3%	$2.31
CBOE	0.01%	1.21%	-
FOX	0.01%	1.21%	$0.52
01211.HK	0.01%	1.09%	$3.41
O	0.01%	5.42%	$3.09
BARN.ZU	0.01%	3.84%	$29
SPXS	0.01%	4.7%	-
VOD	0.01%	7.48%	$0.94
TQQQ	0.01%	1.72%	-
IBN	0.01%	0.61%	$0.17
META	0.01%	0.4%	$1
MA	0.01%	0.55%	$2.46
WRB.US	0%	0.47%	$0.45
AAP	0%	3.14%	$1
VOO	0%	1.36%	-
RMAX	0%	1.96%	$0.92
MKSI	0%	1.38%	$0.88
GOOGL	0%	0.53%	$0.2
LABD	0%	3.48%	-
JNUG	0%	1.96%	-

Next Dividends

Stock	Type	Date	Pay Per Share
DELL	Ex-Dividend	Apr 22, 2025	$0.52
AAP	Pay Day	Apr 25, 2025	$0.25
CNXC	Ex-Dividend	Apr 25, 2025	$0.33
JPM	Pay Day	Apr 30, 2025	$1.40
NI	Ex-Dividend	Apr 30, 2025	$0.28
O	Ex-Dividend	May 1, 2025	$0.27
DELL	Pay Day	May 2, 2025	$0.52
CNXC	Pay Day	May 6, 2025	$0.33
MA	Pay Day	May 9, 2025	$0.76
MSFT	Ex-Dividend	May 15, 2025	$0.83
TJX	Ex-Dividend	May 15, 2025	$0.42
ABT	Pay Day	May 15, 2025	$0.59
O	Pay Day	May 15, 2025	$0.27
AMGN	Ex-Dividend	May 16, 2025	$2.38
NI	Pay Day	May 20, 2025	$0.28
TMUS	Ex-Dividend	May 30, 2025	$0.88
TJX	Pay Day	Jun 5, 2025	$0.42
AMGN	Pay Day	Jun 6, 2025	$2.38
MSFT	Pay Day	Jun 12, 2025	$0.83
TMUS	Pay Day	Jun 12, 2025	$0.88
JNUG	Pay Day	Jul 2, 2025	$-
LABD	Pay Day	Jul 2, 2025	$-
SPXS	Pay Day	Jul 2, 2025	$-
SQQQ	Pay Day	Jul 3, 2025	$-

Performance Metrics

Score 2.4/10

Beta

1.13

1.13

0

0.8

1.2

0

2

Sharpe Ratio

0.01

0.01

0

0.5

1

1.5

1.5

Sortino Ratio

0.01

0.01

0

1

2

3

3

Jensen's Alpha

-3.64

-3.64

-4

0

2

4.5

4.5

Omega Ratio

0.86

0.86

0

1

1.5

2.5

2.5

Treynor Ratio

0.01

0.01

0

0.75

1.25

2

2

Information Ratio

-0.2

-0.2

-1

0.3

0.6

1

1

Calmar Ratio

0.02

0.02

0

0.3

0.6

1

1

Beta

1.13

1.13

0

0.8

1.2

0

2

Sharpe Ratio

0.01

0.01

0

0.5

1

1.5

1.5

Sortino Ratio

0.01

0.01

0

1

2

3

3

Jensen's Alpha

-3.64

-3.64

-4

0

2

4.5

4.5

Omega Ratio

0.86

0.86

0

1

1.5

2.5

2.5

Treynor Ratio

0.01

0.01

0

0.75

1.25

2

2

Information Ratio

-0.2

-0.2

-1

0.3

0.6

1

1

Calmar Ratio

0.02

0.02

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.62

High:

DASH.US

683.92

Low:

EL

-27.96

Details

PEG Ratio

160.33

High:

NI

1,151.82

Low:

XPEV

-43.39

Details

Price/Book

13.88

High:

LAC

950.35

Low:

DELL

-39.83

Details

Price/Sales

6.53

High:

MA

16.88

Low:

LAC

-

Details

Price/CF

30.46

High:

SEDG

103.23

Low:

ZIM

0.79

Details

Price/FCF

48.21

High:

CME

6,797.92

Low:

ZIM

1.04

Details

P/E Ratio

32.62

High:

DASH.US

683.92

Low:

EL

-27.96

Details

PEG Ratio

160.33

High:

NI

1,151.82

Low:

XPEV

-43.39

Details

Price/Book

13.88

High:

LAC

950.35

Low:

DELL

-39.83

Details

Price/Sales

6.53

High:

MA

16.88

Low:

LAC

-

Details

Price/CF

30.46

High:

SEDG

103.23

Low:

ZIM

0.79

Details

Price/FCF

48.21

High:

CME

6,797.92

Low:

ZIM

1.04

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.25%	Dec 2021	Nov 2024	35
-10.75%	Feb 2025	-	3
-2.64%	Dec 2024	Jan 2025	1

Monthly Performance