Effective portfolio of drjase on eToro

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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

+1.54%

This Month

+5.74%

Year To Date

+41.43%

2 Years

+60.09%

5 Years

+8.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.49%
📊 ETFs
17.44%
🖥️ Technology Services
16.17%
💰 Finance
8.38%
🛍️ Retail Trade
7.61%
🚚 Transportation
4.49%
🧬 Health Technology
4.11%
🏥 Health Services
2.79%
💵 Cash
2.65%
🚗 Consumer Durables
2.18%
🍞 Consumer Non Durables
1.61%
🏭 Industrial Services
1.61%
⛏️ Energy Minerals
1.35%
💼 Commercial Services
1.1%
🛠️ Producer Manufacturing
0.83%
🪙 Cryptocurrencies
0.71%
💇‍♀️ Consumer Services
0.42%
🪨 Non Energy Minerals
0.42%
💹 Forex
0.3%
📦 Distribution Services
0.26%
🧩 Miscellaneous
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.69%
🇺🇸 NYSE
32.93%
🇫🇷 Euronext Paris
2.74%
🇬🇧 LSE
2.7%
🇩🇪 Xetra ETFs
1.8%
🇭🇰 Hong Kong Exchanges
1.79%
🌍 Digital Currency
0.71%
🇨🇭 SIX
0.44%
🌍 FX
0.3%
🇩🇪 FRA
0.24%

Countries Breakdown

Country
Total

🇺🇸 United States
56.61%
🇺🇾 Uruguay
2.74%
🇨🇳 China
2.62%
🇬🇧 United Kingdom
2.53%
🇬🇷 Greece
1.49%
🇳🇱 Netherlands
1.47%
🇫🇷 France
1.27%
🇨🇦 Canada
1.15%
🇨🇭 Switzerland
1.01%
🇩🇪 Germany
0.85%
🇧🇲 Bermuda
0.73%
🇰🇾 Cayman Islands
0.7%
🇮🇱 Israel
0.54%
🇯🇵 Japan
0.15%
🇹🇼 Taiwan
0.06%

Dividends

Dividend Yield

0.71%

48 out of 113 instruments pay dividend.

22 dividend payments in the next 30 days.

Highest Dividend: $JKS (15.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.11%	1.21%	-
INSW	0.05%	10.71%	$5.74
SBLK	0.04%	8.63%	$1.82
DAC	0.04%	3.86%	$3.15
AMT	0.03%	3.12%	$6.56
QQQ	0.03%	0.58%	-
AVGO	0.03%	0.91%	$19.7
AAPL	0.03%	0.5%	$0.97
0390.HK	0.03%	4.91%	$0.21
ES.PA	0.02%	2.11%	$3
JEF	0.02%	2.86%	$1.2
ISF.L	0.02%	3.54%	-
3323.HK	0.02%	4.87%	$0.25
0386.HK	0.02%	7.33%	$0.37
AIR.PA	0.02%	1.21%	$1.8
NXT.L	0.02%	1.81%	$2.07
PGRE	0.01%	2.16%	$0.14
PAH3.DE	0.01%	5.61%	$2.56
QCOM	0.01%	2.31%	$3.25
JKS	0.01%	15.64%	$1.48
1186.HK	0.01%	5.66%	$0.35
RELX	0.01%	1.49%	$0.75
1800.HK	0.01%	6.32%	$0.32
JXN	0.01%	3.59%	$2.64
APH	0.01%	0.71%	$0.44
TEP.PA	0.01%	4.59%	$3.85
PHIN	0.01%	2.43%	$1
ICE	0.01%	1.04%	$1.77
LOGN.ZU	0.01%	1.65%	$1.06
TSCO	0.01%	1.77%	$4.26
BABA	0.01%	0.86%	$0.98
GOOG	0.01%	0.46%	$0.2
AUTO.L	0%	1.35%	$0.1
IS04.DE	0%	2.83%	-
EA	0%	0.51%	$0.76
JOE	0%	1.22%	$0.48
UNH	0%	2.81%	$7.74
CRM	0%	0.59%	$0.4
FDS	0%	0.98%	$3.98
9988.HK	0%	0.89%	$0.98
META	0%	0.29%	$1
TSM	0%	1.1%	$1.74
NTDOY	0%	0.85%	$0.24
KNSL	0%	0.13%	$0.58
NVDA	0%	0.03%	$0.02
SONY	0%	0.37%	$0.49
TQQQ	0%	-1.41%	-
VTS	0%	-9.64%	$-2.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
0386.HK	Ex-Dividend	Jun 9, 2025	$0.02
TSCO	Pay Day	Jun 10, 2025	$0.23
JOE	Ex-Dividend	Jun 10, 2025	$0.14
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
BABA	Ex-Dividend	Jun 12, 2025	$0.95
TSM	Ex-Dividend	Jun 12, 2025	$0.68
KNSL	Pay Day	Jun 12, 2025	$0.17
JXN	Ex-Dividend	Jun 12, 2025	$0.80
INSW	Ex-Dividend	Jun 12, 2025	$0.60
AMT	Ex-Dividend	Jun 13, 2025	$1.70
ICE	Ex-Dividend	Jun 13, 2025	$0.48
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
UNH	Ex-Dividend	Jun 16, 2025	$2.21
PHIN	Pay Day	Jun 16, 2025	$0.27
VTS	Ex-Dividend	Jun 16, 2025	-$0.56
APH	Ex-Dividend	Jun 17, 2025	$0.16
EA	Pay Day	Jun 18, 2025	$0.19
CRM	Ex-Dividend	Jun 18, 2025	$0.42
FDS	Pay Day	Jun 18, 2025	$1.10
1800.HK	Ex-Dividend	Jun 20, 2025	$0.02
AVGO	Ex-Dividend	Jun 20, 2025	$0.59
SBLK	Pay Day	Jun 20, 2025	$0.05
UNH	Pay Day	Jun 24, 2025	$2.21
IS04.DE	Pay Day	Jun 25, 2025	$0.00
RELX	Pay Day	Jun 25, 2025	$0.56
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
JOE	Pay Day	Jun 26, 2025	$0.14
JXN	Pay Day	Jun 26, 2025	$0.80
INSW	Pay Day	Jun 26, 2025	$0.60
0386.HK	Pay Day	Jun 27, 2025	$0.02
ICE	Pay Day	Jun 30, 2025	$0.48
3323.HK	Pay Day	Jun 30, 2025	$0.02
VTS	Pay Day	Jun 30, 2025	-$0.56
AVGO	Pay Day	Jun 30, 2025	$0.59
NVDA	Pay Day	Jul 3, 2025	$0.01
NXT.L	Ex-Dividend	Jul 3, 2025	$2.04
9988.HK	Pay Day	Jul 3, 2025	$0.25
APH	Pay Day	Jul 9, 2025	$0.16
BABA	Pay Day	Jul 10, 2025	$0.95
CRM	Pay Day	Jul 10, 2025	$0.42
TSM	Pay Day	Jul 10, 2025	$0.68
AMT	Pay Day	Jul 11, 2025	$1.70
NXT.L	Pay Day	Aug 1, 2025	$2.04
1800.HK	Pay Day	Aug 15, 2025	$0.02
AUTO.L	Ex-Dividend	Aug 28, 2025	$0.10
AUTO.L	Pay Day	Sep 26, 2025	$0.10

Performance Metrics

Score 3.5/10

Beta

1.01

1.01

0

0.8

1.2

0

2

Sharpe Ratio

0.36

0.36

0

0.5

1

1.5

1.5

Sortino Ratio

0.56

0.56

0

1

2

3

3

Jensen's Alpha

-3.14

-3.14

-4

0

2

4.5

4.5

Omega Ratio

0.79

0.79

0

1

1.5

2.5

2.5

Treynor Ratio

0.64

0.64

0

0.75

1.25

2

2

Information Ratio

-0.25

-0.25

-1

0.3

0.6

1

1

Calmar Ratio

0.22

0.22

0

0.3

0.6

1

1

Beta

1.01

1.01

0

0.8

1.2

0

2

Sharpe Ratio

0.36

0.36

0

0.5

1

1.5

1.5

Sortino Ratio

0.56

0.56

0

1

2

3

3

Jensen's Alpha

-3.14

-3.14

-4

0

2

4.5

4.5

Omega Ratio

0.79

0.79

0

1

1.5

2.5

2.5

Treynor Ratio

0.64

0.64

0

0.75

1.25

2

2

Information Ratio

-0.25

-0.25

-1

0.3

0.6

1

1

Calmar Ratio

0.22

0.22

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.72

High:

MNDY

309.66

Low:

ZS

-1,192.56

Details

PEG Ratio

183.38

High:

AXON

789

Low:

ZS

-2,423.89

Details

Price/Book

9.16

High:

ALNY

339.6

Low:

GH

-23.7

Details

Price/Sales

6.89

High:

QBTS

220.82

Low:

COGT

-

Details

Price/CF

28.02

High:

MSTR

7,511.07

Low:

JXN

1.03

Details

Price/FCF

42

High:

ALNY

2,201.71

Low:

JXN

1.08

Details

P/E Ratio

30.72

High:

MNDY

309.66

Low:

ZS

-1,192.56

Details

PEG Ratio

183.38

High:

AXON

789

Low:

ZS

-2,423.89

Details

Price/Book

9.16

High:

ALNY

339.6

Low:

GH

-23.7

Details

Price/Sales

6.89

High:

QBTS

220.82

Low:

COGT

-

Details

Price/CF

28.02

High:

MSTR

7,511.07

Low:

JXN

1.03

Details

Price/FCF

42

High:

ALNY

2,201.71

Low:

JXN

1.08

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.9%	Nov 2021	Sep 2024	34
-24.56%	Jan 2020	Aug 2020	7
-9.93%	Feb 2025	May 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