Portfolio of jmwaller on eToro

jmwaller

🇬🇧 Stock Investor.

2 copiers.

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

Summary

-4.6%

This Month

-5.12%

Year To Date

+3.86%

2 Years

-11.5%

5 Years

+5.6%

10 Years

+0.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.12%
🖥️ Technology Services
10.24%
💵 Cash
8.92%
💰 Finance
8.5%
🛍️ Retail Trade
8.15%
🏥 Health Services
7.26%
🧬 Health Technology
7.24%
📦 Distribution Services
3.13%
🏭 Industrial Services
3.09%
🚚 Transportation
3.05%
🧪 Process Industries
2.9%
🚗 Consumer Durables
2.72%
🛠️ Producer Manufacturing
2.19%
💼 Commercial Services
1.96%
🍞 Consumer Non Durables
1.8%
🪨 Non Energy Minerals
1.71%
📊 ETFs
1.27%
⛏️ Energy Minerals
1.12%
💇‍♀️ Consumer Services
0.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.56%
🇺🇸 NYSE
36.24%
🇬🇧 LSE
6.56%
🇭🇰 Hong Kong Exchanges
2.6%
🇩🇪 FRA
0.8%

Countries Breakdown

Country
Total

🇺🇸 United States
58.46%
🇬🇧 United Kingdom
5.91%
🇹🇼 Taiwan
3.89%
🇨🇳 China
3.65%
🇳🇱 Netherlands
3.11%
🇨🇭 Switzerland
2.85%
🇺🇾 Uruguay
2.77%
🇨🇦 Canada
2.61%
🇮🇱 Israel
2.6%
🇩🇰 Denmark
1.24%
🇩🇪 Germany
0.8%
🇫🇮 Finland
0.7%
🇸🇬 Singapore
0.64%
🇯🇵 Japan
0.25%

Dividends

Dividend Yield

0.79%

37 out of 69 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.2%	3.04%	$7.74
LGEN.L	0.12%	8.2%	$0.2
AMCR	0.05%	5.67%	$0.5
9618.HK	0.05%	4%	$2.97
EQIX	0.04%	2%	$16.19
TSM	0.03%	0.78%	$1.74
BARC.L	0.03%	1.99%	$0.08
GLEN.L	0.03%	2.41%	$0.1
FANG	0.03%	2.33%	$9.26
RIO	0.02%	4.15%	$4.34
ALB	0.02%	0.98%	$1.6
TXN	0.02%	2.77%	$5.14
AVGO	0.02%	0.71%	$19.7
ASML	0.01%	0.54%	$5.57
RTX	0.01%	1.3%	$2.44
CI	0.01%	2.14%	$5.26
ADS.DE	0.01%	1.36%	$0.7
QSR	0.01%	3.52%	$2.26
01211.HK	0.01%	1.56%	$3.41
NOK	0.01%	1.45%	$0.1
BABA	0.01%	0.79%	$0.98
V	0.01%	0.78%	$2.01
GOOG	0.01%	0.28%	$0.2
MCK	0.01%	0.32%	$2.48
NKE	0.01%	2.75%	$1.45
WWD	0%	0.3%	$0.94
STX.US	0%	0.77%	$2.8
CRM	0%	0.87%	$0.4
HWM	0%	0.18%	$0.19
META	0%	0.32%	$1
WDC	0%	0.17%	-
EME	0%	0.16%	$0.79
VRT	0%	0.07%	$0.06
CCJ	0%	0.15%	$0.09
AAPL	0%	0.4%	$0.97
SONY	0%	0.48%	$0.49
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.5/10

Beta

0.9

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.03

Jensen's Alpha

-9.32

-10

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.03

Jensen's Alpha

-9.32

-10

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

36.71

High:

TWLO

624

Low:

INTC

-556.53

Details

PEG Ratio

169.26

High:

ALGN

5,235.85

Low:

SYM

-3,673.92

Details

Price/Book

9.76

High:

STX.US

178.2

Low:

MCK

-92.74

Details

Price/Sales

5.36

High:

NAMS

158.51

Low:

9618.HK

0.21

Details

Price/CF

26.78

High:

ASND

214.36

Low:

ZYME

2.41

Details

Price/FCF

64.24

High:

TXN

4,155.74

Low:

ZYME

2.44

Details

P/E Ratio

36.71

High:

TWLO

624

Low:

INTC

-556.53

Details

PEG Ratio

169.26

High:

ALGN

5,235.85

Low:

SYM

-3,673.92

Details

Price/Book

9.76

High:

STX.US

178.2

Low:

MCK

-92.74

Details

Price/Sales

5.36

High:

NAMS

158.51

Low:

9618.HK

0.21

Details

Price/CF

26.78

High:

ASND

214.36

Low:

ZYME

2.41

Details

Price/FCF

64.24

High:

TXN

4,155.74

Low:

ZYME

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-34.77%	Nov 2021	-	53
-29.87%	Feb 2018	Nov 2020	33
-14.51%	Sep 2017	Jan 2018	4
-5.2%	Sep 2021	Oct 2021	1
-1.74%	Mar 2021	Apr 2021	1
-1.65%	May 2021	Jun 2021	1
-0.68%	Jul 2021	Aug 2021	1

Monthly Performance

Portfolio of jmwaller on eToro

jmwaller

🇬🇧 Stock Investor.

2 copiers.

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

Summary

-4.6%

This Month

-5.12%

Year To Date

+3.86%

2 Years

-11.5%

5 Years

+5.6%

10 Years

+0.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.12%
🖥️ Technology Services
10.24%
💵 Cash
8.92%
💰 Finance
8.5%
🛍️ Retail Trade
8.15%
🏥 Health Services
7.26%
🧬 Health Technology
7.24%
📦 Distribution Services
3.13%
🏭 Industrial Services
3.09%
🚚 Transportation
3.05%
🧪 Process Industries
2.9%
🚗 Consumer Durables
2.72%
🛠️ Producer Manufacturing
2.19%
💼 Commercial Services
1.96%
🍞 Consumer Non Durables
1.8%
🪨 Non Energy Minerals
1.71%
📊 ETFs
1.27%
⛏️ Energy Minerals
1.12%
💇‍♀️ Consumer Services
0.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.56%
🇺🇸 NYSE
36.24%
🇬🇧 LSE
6.56%
🇭🇰 Hong Kong Exchanges
2.6%
🇩🇪 FRA
0.8%

Countries Breakdown

Country
Total

🇺🇸 United States
58.46%
🇬🇧 United Kingdom
5.91%
🇹🇼 Taiwan
3.89%
🇨🇳 China
3.65%
🇳🇱 Netherlands
3.11%
🇨🇭 Switzerland
2.85%
🇺🇾 Uruguay
2.77%
🇨🇦 Canada
2.61%
🇮🇱 Israel
2.6%
🇩🇰 Denmark
1.24%
🇩🇪 Germany
0.8%
🇫🇮 Finland
0.7%
🇸🇬 Singapore
0.64%
🇯🇵 Japan
0.25%

Dividends

Dividend Yield

0.79%

37 out of 69 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.2%	3.04%	$7.74
LGEN.L	0.12%	8.2%	$0.2
AMCR	0.05%	5.67%	$0.5
9618.HK	0.05%	4%	$2.97
EQIX	0.04%	2%	$16.19
TSM	0.03%	0.78%	$1.74
BARC.L	0.03%	1.99%	$0.08
GLEN.L	0.03%	2.41%	$0.1
FANG	0.03%	2.33%	$9.26
RIO	0.02%	4.15%	$4.34
ALB	0.02%	0.98%	$1.6
TXN	0.02%	2.77%	$5.14
AVGO	0.02%	0.71%	$19.7
ASML	0.01%	0.54%	$5.57
RTX	0.01%	1.3%	$2.44
CI	0.01%	2.14%	$5.26
ADS.DE	0.01%	1.36%	$0.7
QSR	0.01%	3.52%	$2.26
01211.HK	0.01%	1.56%	$3.41
NOK	0.01%	1.45%	$0.1
BABA	0.01%	0.79%	$0.98
V	0.01%	0.78%	$2.01
GOOG	0.01%	0.28%	$0.2
MCK	0.01%	0.32%	$2.48
NKE	0.01%	2.75%	$1.45
WWD	0%	0.3%	$0.94
STX.US	0%	0.77%	$2.8
CRM	0%	0.87%	$0.4
HWM	0%	0.18%	$0.19
META	0%	0.32%	$1
WDC	0%	0.17%	-
EME	0%	0.16%	$0.79
VRT	0%	0.07%	$0.06
CCJ	0%	0.15%	$0.09
AAPL	0%	0.4%	$0.97
SONY	0%	0.48%	$0.49
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.5/10

Beta

0.9

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.03

Jensen's Alpha

-9.32

-10

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

0.02

0.5

1.5

Sortino Ratio

0.03

Jensen's Alpha

-9.32

-10

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

0.03

0.75

1.25

Information Ratio

-0.98

-1

0.3

0.6

Calmar Ratio

4,155.74

Low:

ZYME

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-34.77%	Nov 2021	-	53
-29.87%	Feb 2018	Nov 2020	33
-14.51%	Sep 2017	Jan 2018	4
-5.2%	Sep 2021	Oct 2021	1
-1.74%	Mar 2021	Apr 2021	1
-1.65%	May 2021	Jun 2021	1
-0.68%	Jul 2021	Aug 2021	1