Portfolio of jakobr293 on eToro

jakobr293

🇨🇭 Stock and Copy Trading 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

-3.87%

Today

-3.87%

This Month

-18.28%

Year To Date

+60%

2 Years

+60.03%

5 Years

+34.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
41.88%
💵 Cash
21.74%
👥 Copy Trading
15.7%
📊 ETFs
9.47%
📡 Communications
3.65%
🛠️ Producer Manufacturing
2.48%
💰 Finance
2.16%
🪙 Cryptocurrencies
2.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
47.81%
🇺🇸 Nasdaq
26.48%
🌍 Digital Currency
2.03%
🇬🇧 LSE
0.83%
🇭🇰 Hong Kong Exchanges
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
63.15%
🇬🇧 United Kingdom
1.06%
🇨🇳 China
0.5%
🇮🇱 Israel
0.17%
🇹🇼 Taiwan
0.16%
🇦🇷 Argentina
0.15%
🇸🇬 Singapore
0.14%
🇺🇾 Uruguay
0.14%
🇮🇪 Ireland
0.11%
🇳🇱 Netherlands
0.07%
🇯🇵 Japan
0.07%
🇨🇦 Canada
0.06%
🇩🇰 Denmark
0.05%

Dividends

Dividend Yield

0.29%

7 out of 16 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $FXI (1.52%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FXI	0.13%	1.52%	-
thomaspj	0.09%	1.3%	-
StanleyDruck13F	0.04%	0.98%	-
InTheGame	0.01%	0.51%	-
BigTech	0.01%	0.43%	-
QQQ	0.01%	0.56%	-
NVDA	0%	0.04%	$0.02

Next Dividends

Instrument	Type	Date	Pay Per Share
BCS (StanleyDruck13F)	Pay Day	Apr 4	$0.22
AXP (thomaspj)	Ex-Dividend	Apr 4	$0.82
JPM (thomaspj)	Ex-Dividend	Apr 4	$1.40
ABCB (StanleyDruck13F)	Pay Day	Apr 7	$0.20
PM (StanleyDruck13F)	Pay Day	Apr 10	$1.35
ORCL (BigTech)	Ex-Dividend	Apr 10	$0.50
CRM (BigTech)	Ex-Dividend	Apr 10	$0.42
MU (InTheGame)	Pay Day	Apr 15	$0.12
MU (StanleyDruck13F)	Pay Day	Apr 15	$0.12
FCX (StanleyDruck13F)	Ex-Dividend	Apr 15	$0.15
USB (StanleyDruck13F)	Pay Day	Apr 15	$0.50
MU (BigTech)	Pay Day	Apr 15	$0.12
JOYY (InTheGame)	Ex-Dividend	Apr 17	$0.93
ORCL (BigTech)	Pay Day	Apr 23	$0.50
QQQ	Pay Day	Apr 24	$-
CRM (BigTech)	Pay Day	Apr 24	$0.42
NVT (StanleyDruck13F)	Ex-Dividend	Apr 25	$0.20
ASML (BigTech)	Ex-Dividend	Apr 28	$1.92
JOYY (InTheGame)	Pay Day	Apr 30	$0.93
JPM (thomaspj)	Pay Day	Apr 30	$1.40
FCX (StanleyDruck13F)	Pay Day	May 1	$0.15
ASML (BigTech)	Pay Day	May 6	$1.92
NVT (StanleyDruck13F)	Pay Day	May 9	$0.20
AXP (thomaspj)	Pay Day	May 9	$0.82
MSFT (InTheGame)	Ex-Dividend	May 15	$0.83
MSFT (BigTech)	Ex-Dividend	May 15	$0.83
0700.HK (InTheGame)	Ex-Dividend	May 16	$0.58
AMAT (BigTech)	Ex-Dividend	May 22	$0.46
0700.HK (InTheGame)	Pay Day	May 30	$0.58
MSFT (InTheGame)	Pay Day	Jun 12	$0.83
TSM (InTheGame)	Ex-Dividend	Jun 12	$0.68
TSM (StanleyDruck13F)	Ex-Dividend	Jun 12	$0.68
MSFT (BigTech)	Pay Day	Jun 12	$0.83
AMAT (BigTech)	Pay Day	Jun 12	$0.46
TSM (BigTech)	Ex-Dividend	Jun 12	$0.68
FXI	Pay Day	Jun 17	$-
TSM (InTheGame)	Pay Day	Jul 10	$0.68
TSM (StanleyDruck13F)	Pay Day	Jul 10	$0.68
TSM (BigTech)	Pay Day	Jul 10	$0.68

Performance Metrics

Score 7.4/10

Beta

1.12

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.85

Jensen's Alpha

11.84

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.81

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

1.56

0.3

0.6

Beta

1.12

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.85

Jensen's Alpha

11.84

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.81

0.75

1.25

Information Ratio

0.54

0.3

0.6

Calmar Ratio

1.56

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.97

High:

NVDA

37.56

Low:

RKLB

-50.46

Details

PEG Ratio

25.68

High:

NVDA

25.68

Low:

NVDA

25.68

Details

Price/Book

6.95

High:

NVDA

34.07

Low:

LUNR

-0.83

Details

Price/Sales

9.42

High:

ASTS

1,010.53

Low:

OKLO

Details

Price/CF

47.49

High:

NVDA

54.98

Low:

BRK.B

31.96

Details

Price/FCF

62.88

High:

BRK.B

84.17

Low:

NVDA

58.71

Details