Effective portfolio of JoshOoi on eToro

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JoshOoi

🇲🇾 Stock and Crypto 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

+0.76%

Today

+4.39%

This Month

+18.71%

Year To Date

+63.13%

2 Years

+88.32%

5 Years

+23.01%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.06%
🪙 Cryptocurrencies
18.2%
🛠️ Producer Manufacturing
13.5%
💵 Cash
10.54%
💻 Electronic Technology
9.16%
🛍️ Retail Trade
3.88%
💰 Finance
3.09%
🚗 Consumer Durables
2.57%
⚡ Utilities
1.84%
🏥 Health Services
1.74%
🪨 Non Energy Minerals
1.35%
🧪 Process Industries
0.7%
📦 Distribution Services
0.34%
📊 ETFs
0.26%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
31.45%
🌍 Digital Currency
18.2%
🇺🇸 NYSE
16.83%
🇨🇭 SIX
2.7%
🇭🇰 Hong Kong Exchanges
2.14%
🇫🇷 Euronext Paris
1.97%
🇮🇹 Borsa Italiana
1.73%
🇩🇰 Copenhagen Stock Exchange
1.33%
🇪🇸 Bolsa De Madrid
1.1%
🇬🇧 LSE
0.78%
🇩🇪 FRA
0.43%

Countries Breakdown

Country
Total

🇺🇸 United States
35.39%
🇮🇪 Ireland
5.04%
🇨🇭 Switzerland
3.91%
🇱🇺 Luxembourg
2.85%
🇨🇳 China
2.85%
🇫🇷 France
1.97%
🇺🇾 Uruguay
1.96%
🇮🇹 Italy
1.73%
🇩🇰 Denmark
1.33%
🇪🇸 Spain
1.1%
🇬🇧 United Kingdom
0.97%
🇮🇱 Israel
0.68%
🇩🇪 Germany
0.43%

Dividends

Dividend Yield

0.45%

31 out of 51 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $0968.HK (7.81%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ABBN.ZU	0.05%	1.69%	$0.87
MSFT	0.04%	0.65%	$3
IBE.MC	0.04%	3.37%	$0.45
ROCKB.CO	0.03%	2.17%	$43
GAW.L	0.02%	3.14%	$5.5
ETN	0.02%	1.04%	$3.6
PRY.MI	0.02%	1.17%	$0.7
GRMN	0.02%	1.61%	$3.71
TT	0.02%	0.85%	$3.27
SU.PA	0.02%	1.63%	$3.5
NEE	0.02%	3.09%	$1.97
01211.HK	0.02%	1.2%	$3.41
SW	0.02%	3.05%	$1.18
NEX.PA	0.01%	2.03%	$2.3
0968.HK	0.01%	7.81%	$0.23
SH	0.01%	5.03%	-
GOOG	0.01%	0.42%	$0.2
UI	0.01%	0.55%	$2.4
SIE.DE	0.01%	2.27%	$4.7
VIE.PA	0.01%	4.61%	$1.25
VRSK	0.01%	0.61%	$1.46
V	0.01%	0.65%	$2.01
BABA	0.01%	0.87%	$0.98
CARR	0%	1.26%	$0.76
INTU	0%	0.51%	$3.6
CRM	0%	0.61%	$0.4
BCC	0%	0.97%	$0.8
WAB	0%	0.49%	$0.74
ECL	0%	0.95%	$2.24
NVDA	0%	0.02%	$0.02
SCCO	0%	-2.98%	$-3.76

Next Dividends

Stock	Type	Date	Pay Per Share
ETN	Ex-Dividend	Aug 7, 2025	$1.04
CARR	Pay Day	Aug 8, 2025	$0.22
V	Ex-Dividend	Aug 12, 2025	$0.59
WAB	Ex-Dividend	Aug 14, 2025	$0.25
SCCO	Ex-Dividend	Aug 15, 2025	-$0.80
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
ETN	Pay Day	Aug 22, 2025	$1.04
NEE	Ex-Dividend	Aug 28, 2025	$0.57
WAB	Pay Day	Aug 28, 2025	$0.25
V	Pay Day	Sep 2, 2025	$0.59
SCCO	Pay Day	Sep 4, 2025	-$0.80
TT	Ex-Dividend	Sep 5, 2025	$0.94
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
GRMN	Ex-Dividend	Sep 12, 2025	$0.90
GOOG	Pay Day	Sep 15, 2025	$0.21
NEE	Pay Day	Sep 15, 2025	$0.57
GRMN	Pay Day	Sep 26, 2025	$0.90
TT	Pay Day	Sep 30, 2025	$0.94

Performance Metrics

Score 6.7/10

Beta

0.88

0.88

0

0.8

1.2

0

2

Sharpe Ratio

0.72

0.72

0

0.5

1

1.5

1.5

Sortino Ratio

1.26

1.26

0

1

2

3

3

Jensen's Alpha

7.55

7.55

-2

0

2

8

8

Omega Ratio

1.29

1.29

0

1

1.5

2.5

2.5

Treynor Ratio

1.76

1.76

0

0.75

1.25

2

2

Information Ratio

0.28

0.28

0

0.3

0.6

1

1

Calmar Ratio

0.48

0.48

0

0.3

0.6

1

1

Beta

0.88

0.88

0

0.8

1.2

0

2

Sharpe Ratio

0.72

0.72

0

0.5

1

1.5

1.5

Sortino Ratio

1.26

1.26

0

1

2

3

3

Jensen's Alpha

7.55

7.55

-2

0

2

8

8

Omega Ratio

1.29

1.29

0

1

1.5

2.5

2.5

Treynor Ratio

1.76

1.76

0

0.75

1.25

2

2

Information Ratio

0.28

0.28

0

0.3

0.6

1

1

Calmar Ratio

0.48

0.48

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

40.16

High:

MNDY

284.46

Low:

CRWD

-666.25

Details

PEG Ratio

158.92

High:

INTU

508.97

Low:

IOT

-315.69

Details

Price/Book

12.12

High:

VRSK

334.59

Low:

NIO

-181.29

Details

Price/Sales

10.9

High:

ARM

43.45

Low:

BCC

0.5

Details

Price/CF

23.48

High:

TTWO

18,296.3

Low:

VIE.PA

4.47

Details

Price/FCF

50.77

High:

NEE

2,356.18

Low:

SOFI

9.54

Details

P/E Ratio

40.16

High:

MNDY

284.46

Low:

CRWD

-666.25

Details

PEG Ratio

158.92

High:

INTU

508.97

Low:

IOT

-315.69

Details

Price/Book

12.12

High:

VRSK

334.59

Low:

NIO

-181.29

Details

Price/Sales

10.9

High:

ARM

43.45

Low:

BCC

0.5

Details

Price/CF

23.48

High:

TTWO

18,296.3

Low:

VIE.PA

4.47

Details

Price/FCF

50.77

High:

NEE

2,356.18

Low:

SOFI

9.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-40.82%	Nov 2021	Nov 2024	36
-12.89%	Dec 2024	May 2025	5
-6.77%	Sep 2021	Oct 2021	1
-4.94%	May 2021	Jun 2021	1
-1.72%	Sep 2020	Nov 2020	2
-0.12%	Jul 2021	Aug 2021	1

Monthly Performance