Portfolio of j_wu899 on eToro

j_wu899

🇦🇺 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.

Summary

-6.48%

This Month

+8.5%

Year To Date

+50.91%

2 Years

+127.61%

5 Years

+1503.11%

10 Years

+49.35%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
49.14%
💵 Cash
38.77%
🛍️ Retail Trade
4.52%
🧬 Health Technology
3.02%
❓ Other
1.42%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.16%
🇺🇸 NYSE
20.52%

Countries Breakdown

Country
Total

🇺🇸 United States
56.68%

Dividends

Dividend Yield

0.31%

2 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BBWI (4.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BBWI	0.21%	4.6%	$0.8
ORCL	0.11%	1.35%	$1.6

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.7/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

4.13

Jensen's Alpha

47.59

-2

Omega Ratio

2.59

1.5

Treynor Ratio

5.59

0.75

1.25

Information Ratio

0.74

0.3

0.6

Calmar Ratio

1.9

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

4.13

Jensen's Alpha

47.59

-2

Omega Ratio

2.59

1.5

Treynor Ratio

5.59

0.75

1.25

Information Ratio

0.74

0.3

0.6

Calmar Ratio

1.9

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

17.65

High:

ORCL

24.15

Low:

SNAP

-19.16

Details

PEG Ratio

97.9

High:

TTD

318.57

Low:

SNAP

-80.62

Details

Price/Book

8.81

High:

ORCL

10.79

Low:

BBWI

-3.61

Details

Price/Sales

4.42

High:

ORCL

6.09

Low:

BBWI

0.57

Details

Price/CF

13.27

High:

BSX.US

21.61

Low:

BBWI

3.35

Details

Price/FCF

19.13

High:

ORCL

348.36

Low:

BBWI

5.21

Details

P/E Ratio

17.65

High:

ORCL

24.15

Low:

SNAP

-19.16

Details

PEG Ratio

97.9

High:

TTD

318.57

Low:

SNAP

-80.62

Details

Price/Book

8.81

High:

ORCL

10.79

Low:

BBWI

-3.61

Details

Price/Sales

4.42

High:

ORCL

6.09

Low:

BBWI

0.57

Details

Price/CF

13.27

High:

BSX.US

21.61

Low:

BBWI

3.35

Details

Price/FCF

19.13

High:

ORCL

348.36

Low:

BBWI

5.21

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-27.12%	Apr 2022	Jul 2024	27
-13.36%	Jan 2026	May 2026	4
-12.43%	Feb 2021	May 2021	3
-10.84%	Sep 2020	Nov 2020	2
-10.44%	Mar 2020	Apr 2020	1
-6.48%	Sep 2026	-	1
-4.79%	Jun 2026	Jul 2026	1
-4.73%	Jun 2020	Aug 2020	2
-4.5%	Mar 2025	May 2025	2
-3.86%	Dec 2020	Jan 2021	1
-3.3%	Oct 2024	Nov 2024	1
-2.02%	Jul 2025	Aug 2025	1
-0.84%	Nov 2025	Dec 2025	1
-0.66%	Sep 2021	Oct 2021	1

Monthly Performance

Portfolio of j_wu899 on eToro

j_wu899

🇦🇺 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.

Summary

-6.48%

This Month

+8.5%

Year To Date

+50.91%

2 Years

+127.61%

5 Years

+1503.11%

10 Years

+49.35%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
49.14%
💵 Cash
38.77%
🛍️ Retail Trade
4.52%
🧬 Health Technology
3.02%
❓ Other
1.42%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.16%
🇺🇸 NYSE
20.52%

Countries Breakdown

Country
Total

🇺🇸 United States
56.68%

Dividends

Dividend Yield

0.31%

2 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BBWI (4.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BBWI	0.21%	4.6%	$0.8
ORCL	0.11%	1.35%	$1.6

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.7/10

Beta

0.72

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

4.13

Jensen's Alpha

47.59

-2

Omega Ratio

2.59

1.5

Treynor Ratio

5.59

0.75

1.25

Information Ratio

0.74

0.3

0.6

Calmar Ratio

1.9

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

0.97

0.5

1.5

Sortino Ratio

4.13

Jensen's Alpha

47.59

-2

Omega Ratio

2.59

1.5

Treynor Ratio

5.59

0.75

1.25

Information Ratio

0.74

0.3

0.6

Calmar Ratio

348.36

Low:

BBWI

5.21

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-27.12%	Apr 2022	Jul 2024	27
-13.36%	Jan 2026	May 2026	4
-12.43%	Feb 2021	May 2021	3
-10.84%	Sep 2020	Nov 2020	2
-10.44%	Mar 2020	Apr 2020	1
-6.48%	Sep 2026	-	1
-4.79%	Jun 2026	Jul 2026	1
-4.73%	Jun 2020	Aug 2020	2
-4.5%	Mar 2025	May 2025	2
-3.86%	Dec 2020	Jan 2021	1
-3.3%	Oct 2024	Nov 2024	1
-2.02%	Jul 2025	Aug 2025	1
-0.84%	Nov 2025	Dec 2025	1
-0.66%	Sep 2021	Oct 2021	1