Portfolio of Momentum-Juul on eToro

Momentum-Juul

🇳🇴 Stock Momentum Investor.

446 copiers.

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

Summary

-0.7%

This Month

+21.84%

Year To Date

+90.58%

2 Years

+135.99%

5 Years

+158.24%

10 Years

+20.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
16.79%
💻 Electronic Technology
11.52%
🍞 Consumer Non Durables
9.65%
🖥️ Technology Services
7.91%
🛍️ Retail Trade
7.39%
📦 Distribution Services
6.77%
🪨 Non Energy Minerals
5.59%
🏭 Industrial Services
5.28%
💇‍♀️ Consumer Services
4.41%
🚚 Transportation
3.97%
💼 Commercial Services
3.68%
🛠️ Producer Manufacturing
3.45%
🚗 Consumer Durables
3.12%
🧬 Health Technology
2.87%
📡 Communications
2.59%
⛏️ Energy Minerals
2.53%
🏥 Health Services
1.69%
💵 Cash
1.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.99%
🇺🇸 Nasdaq
40.21%

Countries Breakdown

Country
Total

🇺🇸 United States
70.71%
🇯🇵 Japan
6.55%
🇨🇦 Canada
5.59%
🇮🇪 Ireland
3.97%
🇨🇳 China
3.8%
🇨🇭 Switzerland
3.46%
🇮🇱 Israel
2.59%
🇲🇽 Mexico
2.53%

Dividends

Dividend Yield

1.55%

21 out of 27 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.9%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.2%	6.9%	$1.66
ITRN	0.15%	5.76%	$1.17
UGI	0.14%	4.41%	$1.5
CVS	0.12%	3.63%	$2.54
TMP	0.12%	3.55%	$2.41
PNC	0.11%	3.17%	$6.2
WWW	0.09%	1.27%	$0.4
TM	0.09%	2.8%	$4.64
NTES	0.08%	2.14%	$2.58
CINF	0.07%	2.23%	$3.12
RYAAY	0.06%	1.57%	$0.93
BFC	0.05%	1.41%	$1.3
LOGI	0.05%	1.52%	$1.18
EBAY	0.05%	1.26%	$1.04
WYNN	0.04%	0.8%	$1
KGC	0.03%	0.57%	$0.12
VMI	0.02%	0.72%	$2.4
BBSI	0.02%	0.66%	$1.2
COKE	0.02%	0.85%	$2
PRIM	0.01%	0.28%	$0.24
SONY	0.01%	0.36%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
BBSI	Pay Day	Sep 5, 2025	$0.08
NTES	Pay Day	Sep 11, 2025	$0.57
EBAY	Pay Day	Sep 12, 2025	$0.29
UGI	Ex-Dividend	Sep 15, 2025	$0.38
CINF	Ex-Dividend	Sep 22, 2025	$0.87
LOGI	Ex-Dividend	Sep 23, 2025	$1.59
LOGI	Pay Day	Sep 24, 2025	$1.59
BFC	Ex-Dividend	Sep 24, 2025	$0.45
RYAAY	Pay Day	Sep 25, 2025	$0.53
ITRN	Ex-Dividend	Sep 25, 2025	$0.15
VMI	Ex-Dividend	Sep 26, 2025	$0.68
PRIM	Ex-Dividend	Sep 30, 2025	$0.08
UGI	Pay Day	Oct 1, 2025	$0.38
WWW	Ex-Dividend	Oct 1, 2025	$0.10
BFC	Pay Day	Oct 8, 2025	$0.45
ITRN	Pay Day	Oct 10, 2025	$0.15
CINF	Pay Day	Oct 15, 2025	$0.87
VMI	Pay Day	Oct 15, 2025	$0.68
PRIM	Pay Day	Oct 15, 2025	$0.08
WWW	Pay Day	Nov 3, 2025	$0.10

Performance Metrics

Score 7/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.87

0.5

1.5

Sortino Ratio

1.58

Jensen's Alpha

4.35

-2

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.42

0.75

1.25

Information Ratio

0.4

0.3

0.6

Calmar Ratio

0.73

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.87

0.5

1.5

Sortino Ratio

1.58

Jensen's Alpha

4.35

-2

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.42

0.75

1.25

Information Ratio

0.4

0.3

0.6

Calmar Ratio

0.73

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

15.67

High:

KAR

38.7

Low:

VIST

6.52

Details

PEG Ratio

75.52

High:

USFD

283.16

Low:

PFE

2.58

Details

Price/Book

1.71

High:

EBAY

8.71

Low:

WYNN

-29.56

Details

Price/Sales

1.48

High:

NTES

5.71

Low:

MOH

0.22

Details

Price/CF

13.59

High:

BBSI

284.98

Low:

UGI

6.07

Details

Price/FCF

24.24

High:

VIST

1,621.11

Low:

PRIM

8.81

Details