Effective portfolio of drjase on eToro

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drjase

🇬🇧 Stock and ETF 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

+0.2%

This Month

+11.52%

Year To Date

+52.28%

2 Years

+52.54%

5 Years

+71.36%

10 Years

+9.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
21.17%
📊 ETFs
17.12%
🖥️ Technology Services
14.07%
🚚 Transportation
6.72%
💰 Finance
6.38%
🛍️ Retail Trade
6.35%
🧬 Health Technology
5.37%
🏥 Health Services
3.14%
💵 Cash
2.67%
🚗 Consumer Durables
2.55%
🍞 Consumer Non Durables
1.85%
🏭 Industrial Services
1.39%
💼 Commercial Services
1.17%
🪙 Cryptocurrencies
0.93%
🛠️ Producer Manufacturing
0.93%
⛏️ Energy Minerals
0.78%
🪨 Non Energy Minerals
0.5%
📦 Distribution Services
0.34%
💇‍♀️ Consumer Services
0.25%
💹 Forex
0.21%
📡 Communications
0.13%
🧪 Process Industries
0.09%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.06%
🇺🇸 NYSE
32.56%
🇬🇧 LSE
2.36%
🇫🇷 Euronext Paris
1.73%
🇩🇪 Xetra ETFs
1.59%
🇭🇰 Hong Kong Exchanges
1.59%
🇳🇴 Oslo Stock Exchange
1.07%
🌍 Digital Currency
0.93%
🇨🇭 SIX
0.52%
🇩🇰 Copenhagen Stock Exchange
0.49%
🇩🇪 FRA
0.23%
🌍 FX
0.21%
🇺🇸 Chicago Board Options Exchange
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
56.94%
🇺🇾 Uruguay
2.46%
🇨🇳 China
2.38%
🇬🇧 United Kingdom
2.16%
🇳🇱 Netherlands
1.55%
🇬🇷 Greece
1.53%
🇳🇴 Norway
1.07%
🇨🇭 Switzerland
0.94%
🇰🇾 Cayman Islands
0.79%
🇩🇪 Germany
0.67%
🇨🇦 Canada
0.62%
🇧🇲 Bermuda
0.54%
🇩🇰 Denmark
0.49%
🇮🇹 Italy
0.41%
🇮🇱 Israel
0.31%
🇫🇷 France
0.18%
🇯🇵 Japan
0.09%
🇹🇼 Taiwan
0.04%

Dividends

Dividend Yield

0.87%

50 out of 113 instruments pay dividend.

17 dividend payments in the next 30 days.

Highest Dividend: $HAUTO.OL (31.87%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HAUTO.OL	0.17%	31.87%	-
SPY	0.11%	1.16%	-
WAWI.OL	0.09%	15.71%	-
CIVI	0.04%	5.85%	$2
DAC	0.04%	3.6%	$3.15
INSW	0.04%	6.98%	$5.74
AVGO	0.03%	0.69%	$19.7
QQQ	0.03%	0.51%	-
AMT	0.03%	3.36%	$6.56
0390.HK	0.03%	5.12%	$0.21
AAPL	0.02%	0.43%	$0.97
SBLK	0.02%	4.11%	$1.82
JEF	0.02%	2.44%	$1.2
AIR.PA	0.02%	1.09%	$1.8
3323.HK	0.02%	3.33%	$0.25
NOVO-B.CO	0.02%	3.33%	$9.4
NXT.L	0.02%	1.9%	$2.07
CCOI	0.01%	10.97%	$3.84
PAH3.DE	0.01%	5.31%	$2.56
1186.HK	0.01%	5.9%	$0.35
UNH	0.01%	2.74%	$7.74
1800.HK	0.01%	6.43%	$0.32
RELX	0.01%	1.85%	$0.75
APH	0.01%	0.6%	$0.44
TEP.PA	0.01%	6.37%	$3.85
LOGN.ZU	0.01%	1.48%	$1.06
PHIN	0.01%	1.82%	$1
ICE	0.01%	1.09%	$1.77
TSCO	0.01%	1.51%	$4.26
BABA	0.01%	0.76%	$0.98
GOOG	0.01%	0.35%	$0.2
AUTO.L	0%	1.32%	$0.1
EA	0%	0.45%	$0.76
PGRE	0%	0.57%	$0.14
IS04.DE	0%	2.83%	-
JOE	0%	1.1%	$0.48
RACE	0%	0.72%	$2.64
CVGW	0%	2.95%	$0.4
CRM	0%	0.65%	$0.4
FDS	0%	1.15%	$3.98
9988.HK	0%	0.78%	$0.98
META	0%	0.27%	$1
KNSL	0%	0.15%	$0.58
TSM	0%	1.01%	$1.74
NVDA	0%	0.02%	$0.02
NTDOY	0%	0.61%	$0.24
SONY	0%	0.35%	$0.49
SSO	0%	-0.81%	-
TQQQ	0%	-1.11%	-
VTS	0%	-8.69%	$-2.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
TSCO	Pay Day	Sep 9, 2025	$0.23
SBLK	Pay Day	Sep 10, 2025	$0.05
INSW	Ex-Dividend	Sep 10, 2025	$0.65
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
KNSL	Pay Day	Sep 11, 2025	$0.17
CIVI	Ex-Dividend	Sep 11, 2025	$0.50
PHIN	Pay Day	Sep 12, 2025	$0.27
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
VTS	Ex-Dividend	Sep 15, 2025	-$0.56
APH	Ex-Dividend	Sep 16, 2025	$0.16
ICE	Ex-Dividend	Sep 16, 2025	$0.48
TSM	Ex-Dividend	Sep 16, 2025	$0.82
RELX	Pay Day	Sep 16, 2025	$0.26
EA	Pay Day	Sep 17, 2025	$0.19
FDS	Pay Day	Sep 18, 2025	$1.10
JOE	Pay Day	Sep 19, 2025	$0.14
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
UNH	Pay Day	Sep 23, 2025	$2.21
INSW	Pay Day	Sep 24, 2025	$0.65
CIVI	Pay Day	Sep 25, 2025	$0.50
AUTO.L	Pay Day	Sep 26, 2025	$0.10
ICE	Pay Day	Sep 30, 2025	$0.48
VTS	Pay Day	Sep 30, 2025	-$0.56
AVGO	Pay Day	Sep 30, 2025	$0.59
NVDA	Pay Day	Oct 2, 2025	$0.01
APH	Pay Day	Oct 8, 2025	$0.16
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 3.6/10

Beta

1

1

0

0.8

1.2

0

2

Sharpe Ratio

0.4

0.4

0

0.5

1

1.5

1.5

Sortino Ratio

0.62

0.62

0

1

2

3

3

Jensen's Alpha

-3.58

-3.58

-4

0

2

4.5

4.5

Omega Ratio

0.76

0.76

0

1

1.5

2.5

2.5

Treynor Ratio

0.69

0.69

0

0.75

1.25

2

2

Information Ratio

-0.29

-0.29

-1

0.3

0.6

1

1

Calmar Ratio

0.25

0.25

0

0.3

0.6

1

1

Beta

1

1

0

0.8

1.2

0

2

Sharpe Ratio

0.4

0.4

0

0.5

1

1.5

1.5

Sortino Ratio

0.62

0.62

0

1

2

3

3

Jensen's Alpha

-3.58

-3.58

-4

0

2

4.5

4.5

Omega Ratio

0.76

0.76

0

1

1.5

2.5

2.5

Treynor Ratio

0.69

0.69

0

0.75

1.25

2

2

Information Ratio

-0.29

-0.29

-1

0.3

0.6

1

1

Calmar Ratio

0.25

0.25

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

38.19

High:

DDOG

380.76

Low:

ZS

-1,000.19

Details

PEG Ratio

2,634.55

High:

AAPL

24,779.06

Low:

ZS

-3,222.65

Details

Price/Book

12.02

High:

ALNY

237.05

Low:

GH

-25

Details

Price/Sales

8.54

High:

MSTR

217.37

Low:

1186.HK

0.07

Details

Price/CF

29.71

High:

MSTR

7,511.07

Low:

0390.HK

0.46

Details

Price/FCF

48

High:

ALNY

2,201.71

Low:

UBI.PA

1.49

Details

P/E Ratio

38.19

High:

DDOG

380.76

Low:

ZS

-1,000.19

Details

PEG Ratio

2,634.55

High:

AAPL

24,779.06

Low:

ZS

-3,222.65

Details

Price/Book

12.02

High:

ALNY

237.05

Low:

GH

-25

Details

Price/Sales

8.54

High:

MSTR

217.37

Low:

1186.HK

0.07

Details

Price/CF

29.71

High:

MSTR

7,511.07

Low:

0390.HK

0.46

Details

Price/FCF

48

High:

ALNY

2,201.71

Low:

UBI.PA

1.49

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