Portfolio of james5000 on eToro

james5000

🇬🇧 Stock Investor.

3 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-2.16%

This Month

-1.51%

Year To Date

-5.61%

2 Years

+6.04%

5 Years

+38.83%

10 Years

+4.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏭 Industrial Services
39%
💵 Cash
33.55%
⚡ Utilities
30.52%
🪙 Cryptocurrencies
0.11%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39%
🇺🇸 Nasdaq
30.52%
🌍 Digital Currency
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
69.52%

Dividends

Dividend Yield

1.79%

2 out of 4 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EXC (3.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EXC	1.01%	3.3%	$1.48
HAL	0.78%	1.99%	$0.66

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4/10

Beta

1.46

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-0.45

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.86

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

1.46

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-0.45

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.86

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.77

High:

HAL

22.82

Low:

EXC

18.01

Details

PEG Ratio

155.31

High:

EXC

155.31

Low:

EXC

155.31

Details

Price/Book

2.07

High:

HAL

2.75

Low:

EXC

1.75

Details

Price/Sales

1.66

High:

EXC

2.06

Low:

HAL

1.3

Details

Price/CF

7.48

High:

HAL

8.11

Low:

EXC

7.08

Details

Price/FCF

13.47

High:

HAL

21.72

Low:

EXC

10.54

Details

P/E Ratio

19.77

High:

HAL

22.82

Low:

EXC

18.01

Details

PEG Ratio

155.31

High:

EXC

155.31

Low:

EXC

155.31

Details

Price/Book

2.07

High:

HAL

2.75

Low:

EXC

1.75

Details

Price/Sales

1.66

High:

EXC

2.06

Low:

HAL

1.3

Details

Price/CF

7.48

High:

HAL

8.11

Low:

EXC

7.08

Details

Price/FCF

13.47

High:

HAL

21.72

Low:

EXC

10.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-69.43%	Jan 2018	Apr 2021	39
-50.62%	Feb 2025	-	14
-41.58%	Nov 2021	Mar 2024	28
-34.74%	Apr 2024	Nov 2024	7
-13.2%	May 2021	Oct 2021	5
-1.44%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of james5000 on eToro

james5000

🇬🇧 Stock Investor.

3 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-2.16%

This Month

-1.51%

Year To Date

-5.61%

2 Years

+6.04%

5 Years

+38.83%

10 Years

+4.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏭 Industrial Services
39%
💵 Cash
33.55%
⚡ Utilities
30.52%
🪙 Cryptocurrencies
0.11%
❓ Other
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39%
🇺🇸 Nasdaq
30.52%
🌍 Digital Currency
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
69.52%

Dividends

Dividend Yield

1.79%

2 out of 4 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EXC (3.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EXC	1.01%	3.3%	$1.48
HAL	0.78%	1.99%	$0.66

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4/10

Beta

1.46

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-0.45

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.86

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Beta

1.46

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.55

Jensen's Alpha

-0.45

-2

4.5

Omega Ratio

1.1

1.5

2.5

Treynor Ratio

0.86

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.06

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.77

High:

HAL

22.82

Low:

EXC

18.01

Details

PEG Ratio

155.31

High:

EXC

155.31

Low:

EXC

155.31

Details

Price/Book

2.07

High:

HAL

2.75

Low:

EXC

1.75

Details

Price/Sales

1.66

High:

EXC

2.06

Low:

HAL

1.3

Details

Price/CF

7.48

High:

HAL

8.11

Low:

EXC

7.08

Details

Price/FCF

13.47

High:

HAL

21.72

Low:

EXC

10.54

Details

P/E Ratio

19.77

High:

HAL

22.82

Low:

EXC

18.01

Details

PEG Ratio

155.31

High:

EXC

155.31

Low:

EXC

155.31

Details

Price/Book

2.07

High:

HAL

2.75

Low:

EXC

1.75

Details

Price/Sales

1.66

High:

EXC

2.06

Low:

HAL

1.3

Details

Price/CF

7.48

High:

HAL

8.11

Low:

EXC

7.08

Details

Price/FCF

13.47

High:

HAL

21.72

Low:

EXC

10.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-69.43%	Jan 2018	Apr 2021	39
-50.62%	Feb 2025	-	14
-41.58%	Nov 2021	Mar 2024	28
-34.74%	Apr 2024	Nov 2024	7
-13.2%	May 2021	Oct 2021	5
-1.44%	Dec 2024	Jan 2025	1