Effective portfolio of drjase on eToro

Loading...

drjase

🇬🇧 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

+0.01%

Today

-3.99%

This Month

-10.23%

Year To Date

+29%

2 Years

+46.41%

5 Years

+5.93%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
18.79%
📊 ETFs
17.51%
🖥️ Technology Services
15.38%
💰 Finance
8.6%
🛍️ Retail Trade
7.21%
💵 Cash
5.47%
🚚 Transportation
4.49%
🧬 Health Technology
3.71%
🏥 Health Services
2.28%
🚗 Consumer Durables
2.14%
🍞 Consumer Non Durables
1.67%
🏭 Industrial Services
1.52%
⛏️ Energy Minerals
1.31%
💼 Commercial Services
0.85%
🛠️ Producer Manufacturing
0.8%
💇‍♀️ Consumer Services
0.66%
🪙 Cryptocurrencies
0.56%
🪨 Non Energy Minerals
0.53%
📦 Distribution Services
0.32%
💹 Forex
0.31%
🧩 Miscellaneous
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.66%
🇺🇸 NYSE
31.58%
🇬🇧 LSE
2.61%
🇫🇷 Euronext Paris
2.48%
🇭🇰 Hong Kong Exchanges
1.94%
🇩🇪 Xetra ETFs
1.91%
🌍 Digital Currency
0.56%
🇨🇭 SIX
0.43%
🌍 FX
0.31%
🇩🇪 FRA
0.26%

Countries Breakdown

Country
Total

🇺🇸 United States
53.95%
🇬🇧 United Kingdom
2.83%
🇨🇳 China
2.82%
🇺🇾 Uruguay
2.28%
🇳🇱 Netherlands
1.43%
🇬🇷 Greece
1.42%
🇨🇦 Canada
1.27%
🇫🇷 France
1.06%
🇨🇭 Switzerland
0.93%
🇩🇪 Germany
0.91%
🇧🇲 Bermuda
0.61%
🇮🇱 Israel
0.48%
🇯🇵 Japan
0.2%
🇸🇬 Singapore
0.1%
🇹🇼 Taiwan
0.09%

Dividends

Dividend Yield

0.83%

47 out of 108 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $JKS (18.27%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.12%	1.28%	-
INSW	0.07%	15.45%	$5.74
SBLK	0.07%	15.52%	$1.82
DAC	0.04%	4.3%	$3.15
AMT	0.04%	2.95%	$6.56
0390.HK	0.04%	6.8%	$0.21
AVGO	0.04%	1.31%	$19.7
QQQ	0.03%	0.64%	-
AAPL	0.03%	0.51%	$0.97
JEF	0.02%	3.5%	$1.2
ISF.L	0.02%	3.52%	-
ES.PA	0.02%	2.22%	$3
3323.HK	0.02%	4.21%	$0.25
PGRE	0.02%	3.29%	$0.14
0386.HK	0.02%	7.96%	$0.37
AIR.PA	0.02%	1.47%	$1.8
NXT.L	0.02%	1.94%	$2.07
QCOM	0.02%	2.49%	$3.25
PAH3.DE	0.01%	5.68%	$2.56
JKS	0.01%	18.27%	$1.48
RELX	0.01%	1.53%	$0.75
1186.HK	0.01%	6.11%	$0.35
1800.HK	0.01%	6.8%	$0.32
APH	0.01%	0.93%	$0.44
ICE	0.01%	1.15%	$1.77
PHIN	0.01%	2.48%	$1
LOGN.ZU	0.01%	1.98%	$1.06
TSCO	0.01%	1.77%	$4.26
BABA	0.01%	0.9%	$0.98
GOOG	0.01%	0.52%	$0.2
AUTO.L	0.01%	1.24%	$0.1
EA	0%	0.52%	$0.76
VTS	0%	10.13%	$2.03
UNH	0%	1.85%	$7.74
JOE	0%	1.27%	$0.48
CRM	0%	0.65%	$0.4
FDS	0%	0.97%	$3.98
JOYY	0%	2.36%	$0.71
9988.HK	0%	0.9%	$0.98
META	0%	0.4%	$1
IS04.DE	0%	2.83%	-
TSM	0%	1.35%	$1.74
NTDOY	0%	0.97%	$0.24
KNSL	0%	0.13%	$0.58
NVDA	0%	0.04%	$0.02
MSFT	0%	0.88%	$3
SONY	0%	0.38%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Ex-Dividend	Apr 22, 2025	$1.04
AIR.PA	Pay Day	Apr 24, 2025	$1.04
CRM	Pay Day	Apr 24, 2025	$0.42
QQQ	Pay Day	Apr 24, 2025	$-
AMT	Pay Day	Apr 28, 2025	$1.70
3323.HK	Ex-Dividend	Apr 30, 2025	$0.02
JOYY	Pay Day	Apr 30, 2025	$0.93
RELX	Ex-Dividend	May 9, 2025	$0.56
MSFT	Ex-Dividend	May 15, 2025	$0.83
JEF	Ex-Dividend	May 19, 2025	$0.40
JEF	Pay Day	May 29, 2025	$0.40
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
0386.HK	Ex-Dividend	Jun 9, 2025	$0.02
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
RELX	Pay Day	Jun 25, 2025	$0.56
QCOM	Pay Day	Jun 26, 2025	$0.89
IS04.DE	Pay Day	Jun 26, 2025	$-
0386.HK	Pay Day	Jun 27, 2025	$0.02
3323.HK	Pay Day	Jun 30, 2025	$0.02
NXT.L	Ex-Dividend	Jul 3, 2025	$2.04
TSM	Pay Day	Jul 10, 2025	$0.68
NXT.L	Pay Day	Aug 1, 2025	$2.04

Performance Metrics

Score 3.3/10

Beta

1

1

0

0.8

1.2

0

2

Sharpe Ratio

0.29

0.29

0

0.5

1

1.5

1.5

Sortino Ratio

0.44

0.44

0

1

2

3

3

Jensen's Alpha

-4.14

-4.14

-5

0

2

4.5

4.5

Omega Ratio

0.72

0.72

0

1

1.5

2.5

2.5

Treynor Ratio

0.51

0.51

0

0.75

1.25

2

2

Information Ratio

-0.34

-0.34

-1

0.3

0.6

1

1

Calmar Ratio

0.18

0.18

0

0.3

0.6

1

1

Beta

1

1

0

0.8

1.2

0

2

Sharpe Ratio

0.29

0.29

0

0.5

1

1.5

1.5

Sortino Ratio

0.44

0.44

0

1

2

3

3

Jensen's Alpha

-4.14

-4.14

-5

0

2

4.5

4.5

Omega Ratio

0.72

0.72

0

1

1.5

2.5

2.5

Treynor Ratio

0.51

0.51

0

0.75

1.25

2

2

Information Ratio

-0.34

-0.34

-1

0.3

0.6

1

1

Calmar Ratio

0.18

0.18

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.58

High:

DASH.US

683.92

Low:

CRWD

-4,477

Details

PEG Ratio

79.79

High:

TSCO

2,471.11

Low:

ZS

-2,177.77

Details

Price/Book

7.8

High:

ALNY

452.05

Low:

GH

-39.93

Details

Price/Sales

5.56

High:

QBTS

169.46

Low:

COGT

-

Details

Price/CF

31.55

High:

MSTR

7,511.07

Low:

0390.HK

0.3

Details

Price/FCF

49.46

High:

ALNY

2,201.71

Low:

UBI.PA

2.14

Details

P/E Ratio

26.58

High:

DASH.US

683.92

Low:

CRWD

-4,477

Details

PEG Ratio

79.79

High:

TSCO

2,471.11

Low:

ZS

-2,177.77

Details

Price/Book

7.8

High:

ALNY

452.05

Low:

GH

-39.93

Details

Price/Sales

5.56

High:

QBTS

169.46

Low:

COGT

-

Details

Price/CF

31.55

High:

MSTR

7,511.07

Low:

0390.HK

0.3

Details

Price/FCF

49.46

High:

ALNY

2,201.71

Low:

UBI.PA

2.14

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.9%	Nov 2021	Sep 2024	34
-24.56%	Jan 2020	Aug 2020	7
-13.53%	Feb 2025	-	3
-5.54%	Sep 2021	Oct 2021	1
-5.15%	Feb 2021	Jun 2021	4
-4.98%	Sep 2020	Nov 2020	2
-4.16%	Sep 2019	Nov 2019	2
-1.63%	Dec 2024	Jan 2025	1
-0.29%	Oct 2024	Nov 2024	1

Monthly Performance