Portfolio of conjepense on eToro

conjepense

🇬🇧 Stock Value Investor.

165 copiers.

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

Summary

-1.67%

This Month

+29.41%

Year To Date

+70.34%

2 Years

+120.93%

5 Years

+339.99%

10 Years

+27.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
40%
💻 Electronic Technology
34.5%
🛍️ Retail Trade
14.6%
💵 Cash
6.44%
💰 Finance
4.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
89.1%
🇺🇸 NYSE
4.38%

Countries Breakdown

Country
Total

🇺🇸 United States
93.48%

Dividends

Dividend Yield

0.36%

4 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BX (4.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BX	0.21%	4.74%	$3.36
AAPL	0.11%	0.31%	$0.97
GOOG	0.03%	0.26%	$0.2
META	0.02%	0.3%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
BX	Ex-Dividend	Nov 3, 2026	$1.16
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
META	Ex-Dividend	Dec 21, 2026	$0.53

Performance Metrics

Score 7.9/10

Beta

0.67

0.8

1.2

Sharpe Ratio

1.02

0.5

Sortino Ratio

2.22

Jensen's Alpha

14.1

-2

Omega Ratio

1.41

1.5

2.5

Treynor Ratio

2.77

0.75

1.25

Information Ratio

0.45

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

1.02

0.5

Sortino Ratio

2.22

Jensen's Alpha

14.1

-2

Omega Ratio

1.41

1.5

2.5

Treynor Ratio

2.77

0.75

1.25

Information Ratio

0.45

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.56

High:

AAPL

38.92

Low:

CRWV

-23.86

Details

PEG Ratio

0.77

High:

1.23

Low:

GOOG

0.15

Details

Price/Book

13.32

High:

AAPL

46.13

Low:

AMZN

4.91

Details

Price/Sales

7.94

High:

AAPL

10.7

Low:

AMZN

3.53

Details

Price/CF

23.29

High:

45.36

Low:

CRWV

7.94

Details

Price/FCF

45.16

High:

AMZN

325.85

Low:

NFLX

27.28

Details