Portfolio of jerry902226 on eToro

jerry902226

🇹🇼 Stock Growth Investor.

43 copiers.

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

Summary

-5.2%

This Month

+0.48%

Year To Date

+250.03%

2 Years

+301.42%

5 Years

-33.71%

10 Years

-5.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
37.44%
💻 Electronic Technology
25.51%
🚗 Consumer Durables
17.04%
🛍️ Retail Trade
11.83%
💵 Cash
3.27%
🛠️ Producer Manufacturing
2.12%
❓ Other
1.85%
🚚 Transportation
0.8%
💰 Finance
0.73%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
87.15%
🇺🇸 NYSE
10.17%

Countries Breakdown

Country
Total

🇺🇸 United States
86.26%
🇹🇼 Taiwan
4.94%
🇸🇬 Singapore
4.27%

Dividends

Dividend Yield

0.21%

9 out of 19 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $ORCL (1.52%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.06%	0.71%	$3
ASX	0.04%	0.74%	$0.23
ORCL	0.03%	1.52%	$1.6
GOOG	0.03%	0.26%	$0.2
META	0.02%	0.3%	$1
NVDA	0.02%	0.24%	$0.02
LRCX	0.01%	0.42%	$8
AMKR	0.01%	0.8%	$0.31
MU	0%	0.06%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Oct 23, 2026	$0.50
MU	Pay Day	Oct 29, 2026	$0.15
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
AMKR	Ex-Dividend	Dec 2, 2026	$0.08
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
META	Ex-Dividend	Dec 21, 2026	$0.53
LRCX	Ex-Dividend	Dec 23, 2026	$0.26
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
MU	Ex-Dividend	Jan 14, 2027	$0.15
ASX	Ex-Dividend	Jul 6, 2027	$0.36

Performance Metrics

Score 3.2/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.36

Jensen's Alpha

-2.88

-3

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.04

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.36

Jensen's Alpha

-2.88

-3

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.04

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.45

High:

TSLA

351.88

Low:

RKLB

-261.16

Details

PEG Ratio

0.48

High:

KTOS

2.78

Low:

0.02

Details

Price/Book

9.55

High:

PLTR

46.56

Low:

SOFI

1.85

Details

Price/Sales

9.48

High:

PLTR

79.03

Low:

AMKR

1.83

Details

Price/CF

22.02

High:

KTOS

668.08

Low:

ORCL

9.53

Details

Price/FCF

64.71

High:

GRAB

1,625.54

Low:

18.83

Details