Portfolio of Momentum-Juul on eToro

Momentum-Juul

🇳🇴 Stock Momentum Investor.

480 copiers.

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

Summary

Today

+1.29%

This Month

+10%

Year To Date

+62.98%

2 Years

+114.63%

5 Years

+19.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.89%
💻 Electronic Technology
11.33%
🖥️ Technology Services
8.27%
📦 Distribution Services
8.05%
🍞 Consumer Non Durables
7.87%
🛍️ Retail Trade
7.01%
🏭 Industrial Services
4.5%
🪨 Non Energy Minerals
4.34%
💇‍♀️ Consumer Services
4.15%
🚚 Transportation
3.97%
💼 Commercial Services
3.66%
🛠️ Producer Manufacturing
3.49%
📡 Communications
3.39%
⛏️ Energy Minerals
3.26%
🧬 Health Technology
3.13%
🚗 Consumer Durables
3.02%
🏥 Health Services
1.93%
💵 Cash
0.82%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
57.56%
🇺🇸 Nasdaq
41.72%

Countries Breakdown

Country
Total

🇺🇸 United States
70.17%
🇯🇵 Japan
6.39%
🇨🇦 Canada
4.34%
🇨🇳 China
4.25%
🇮🇪 Ireland
3.97%
🇨🇭 Switzerland
3.51%
🇮🇱 Israel
3.39%
🇲🇽 Mexico
3.26%

Dividends

Dividend Yield

1.68%

21 out of 27 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.99%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.22%	6.99%	$1.66
ITRN	0.16%	4.6%	$1.17
UGI	0.15%	4.13%	$1.5
CVS	0.13%	4.29%	$2.54
TMP	0.13%	3.79%	$2.41
PNC	0.13%	3.31%	$6.2
TM	0.1%	3.42%	$4.64
WWW	0.1%	1.96%	$0.4
NTES	0.09%	2.02%	$2.58
CINF	0.08%	2.23%	$3.12
RYAAY	0.06%	1.49%	$0.93
BFC	0.06%	1.39%	$1.3
EBAY	0.06%	1.43%	$1.04
LOGI	0.05%	1.49%	$1.18
WYNN	0.04%	0.94%	$1
KGC	0.03%	0.76%	$0.12
BBSI	0.03%	0.74%	$1.2
VMI	0.03%	0.76%	$2.4
COKE	0.03%	0.88%	$2
PRIM	0.02%	0.34%	$0.24
SONY	0.01%	0.41%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Jul 22, 2025	$0.66
PFE	Ex-Dividend	Jul 25, 2025	$0.43
COKE	Ex-Dividend	Jul 25, 2025	$0.25
CVS	Pay Day	Aug 1, 2025	$0.66
WWW	Pay Day	Aug 1, 2025	$0.10
PNC	Pay Day	Aug 5, 2025	$1.70
COKE	Pay Day	Aug 8, 2025	$0.25
PFE	Pay Day	Sep 2, 2025	$0.43
LOGI	Ex-Dividend	Sep 23, 2025	$1.59
LOGI	Pay Day	Sep 24, 2025	$1.59
BFC	Ex-Dividend	Sep 24, 2025	$0.45
BFC	Pay Day	Oct 8, 2025	$0.45

Performance Metrics

Score 6.6/10

Beta

1.04

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.4

Jensen's Alpha

3.13

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.28

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Beta

1.04

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.4

Jensen's Alpha

3.13

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.28

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

13.08

High:

KAR

43.3

Low:

7.15

Details

PEG Ratio

196.6

High:

SANM

1,271.36

Low:

PFE

0.64

Details

Price/Book

1.62

High:

EBAY

7.31

Low:

WYNN

-31.34

Details

Price/Sales

1.43

High:

NTES

5.88

Low:

CVS

0.21

Details

Price/CF

14.59

High:

BBSI

168.07

Low:

PRIM

5.21

Details

Price/FCF

24.6

High:

VIST

1,621.11

Low:

PRIM

7.27

Details

Worst Drawdowns

Depth	Start	End	Total months
-27.99%	Nov 2021	Jul 2023	20
-11.56%	Aug 2023	Dec 2023	4
-6.91%	Feb 2025	May 2025	3
-4.92%	Sep 2021	Oct 2021	1
-4.22%	Sep 2024	Nov 2024	2
-3.81%	Apr 2024	Jul 2024	3
-3.54%	Sep 2020	Nov 2020	2
-3%	Jan 2021	Mar 2021	2
-2.93%	Dec 2024	Jan 2025	1
-0.78%	Apr 2021	May 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.89%
💻 Electronic Technology
11.33%
🖥️ Technology Services
8.27%
📦 Distribution Services
8.05%
🍞 Consumer Non Durables
7.87%
🛍️ Retail Trade
7.01%
🏭 Industrial Services
4.5%
🪨 Non Energy Minerals
4.34%
💇‍♀️ Consumer Services
4.15%
🚚 Transportation
3.97%
💼 Commercial Services
3.66%
🛠️ Producer Manufacturing
3.49%
📡 Communications
3.39%
⛏️ Energy Minerals
3.26%
🧬 Health Technology
3.13%
🚗 Consumer Durables
3.02%
🏥 Health Services
1.93%
💵 Cash
0.82%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
57.56%
🇺🇸 Nasdaq
41.72%

Countries Breakdown

Country
Total

🇺🇸 United States
70.17%
🇯🇵 Japan
6.39%
🇨🇦 Canada
4.34%
🇨🇳 China
4.25%
🇮🇪 Ireland
3.97%
🇨🇭 Switzerland
3.51%
🇮🇱 Israel
3.39%
🇲🇽 Mexico
3.26%

Dividends

Dividend Yield

1.68%

21 out of 27 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.99%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.22%	6.99%	$1.66
ITRN	0.16%	4.6%	$1.17
UGI	0.15%	4.13%	$1.5
CVS	0.13%	4.29%	$2.54
TMP	0.13%	3.79%	$2.41
PNC	0.13%	3.31%	$6.2
TM	0.1%	3.42%	$4.64
WWW	0.1%	1.96%	$0.4
NTES	0.09%	2.02%	$2.58
CINF	0.08%	2.23%	$3.12
RYAAY	0.06%	1.49%	$0.93
BFC	0.06%	1.39%	$1.3
EBAY	0.06%	1.43%	$1.04
LOGI	0.05%	1.49%	$1.18
WYNN	0.04%	0.94%	$1
KGC	0.03%	0.76%	$0.12
BBSI	0.03%	0.74%	$1.2
VMI	0.03%	0.76%	$2.4
COKE	0.03%	0.88%	$2
PRIM	0.02%	0.34%	$0.24
SONY	0.01%	0.41%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Jul 22, 2025	$0.66
PFE	Ex-Dividend	Jul 25, 2025	$0.43
COKE	Ex-Dividend	Jul 25, 2025	$0.25
CVS	Pay Day	Aug 1, 2025	$0.66
WWW	Pay Day	Aug 1, 2025	$0.10
PNC	Pay Day	Aug 5, 2025	$1.70
COKE	Pay Day	Aug 8, 2025	$0.25
PFE	Pay Day	Sep 2, 2025	$0.43
LOGI	Ex-Dividend	Sep 23, 2025	$1.59
LOGI	Pay Day	Sep 24, 2025	$1.59
BFC	Ex-Dividend	Sep 24, 2025	$0.45
BFC	Pay Day	Oct 8, 2025	$0.45

Performance Metrics

Score 6.6/10

Beta

1.04

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.4

Jensen's Alpha

3.13

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.28

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Beta

1.04

0.8

1.2

Sharpe Ratio

0.78

0.5

1.5

Sortino Ratio

1.4

Jensen's Alpha

3.13

-2

4.5

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.28

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

13.08

High:

KAR

43.3

Low:

7.15

Details

PEG Ratio

196.6

High:

SANM

1,271.36

Low:

PFE

0.64

Details

Price/Book

1.62

High:

EBAY

7.31

Low:

WYNN

-31.34

Details

Price/Sales

1.43

High:

NTES

5.88

Low:

CVS

0.21

Details

Price/CF

14.59

High:

BBSI

168.07

Low:

PRIM

5.21

Details

Price/FCF

24.6

High:

VIST

1,621.11

Low:

PRIM

7.27

Details

Depth

Start

End

Total months

-27.99%

Nov 2021

Jul 2023

-11.56%

Aug 2023

Dec 2023

-6.91%

Feb 2025

May 2025

-4.92%

Sep 2021

Oct 2021

-4.22%

Sep 2024

Nov 2024

-3.81%

Apr 2024

Jul 2024

-3.54%

Sep 2020

Nov 2020

-3%

Jan 2021

Mar 2021

-2.93%

Dec 2024

Jan 2025

-0.78%

Apr 2021

May 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics