Portfolio of joannaex on eToro

joannaex

🇮🇹 Stock Multi-Strategy 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

-2.24%

This Month

+7.49%

Year To Date

+29.37%

2 Years

+22.14%

5 Years

+22.14%

10 Years

+8.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
19.04%
💵 Cash
15.86%
🖥️ Technology Services
13.23%
🏥 Health Services
8.36%
💻 Electronic Technology
6.61%
⛏️ Energy Minerals
6.34%
🛍️ Retail Trade
3.74%
🧬 Health Technology
3.63%
🚚 Transportation
3.09%
🍞 Consumer Non Durables
2.98%
💼 Commercial Services
2.89%
🧪 Process Industries
2.81%
🪨 Non Energy Minerals
2.59%
📦 Distribution Services
2.38%
🛠️ Producer Manufacturing
1.91%
💇‍♀️ Consumer Services
1.55%
🏭 Industrial Services
1.27%
📊 ETFs
1.21%
📡 Communications
0.32%
🚗 Consumer Durables
0.31%
⚡ Utilities
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.03%
🇺🇸 Nasdaq
19.55%
🇫🇷 Euronext Paris
8.59%
🇮🇹 Borsa Italiana
1.3%
🇸🇪 Stockholm Stock Exchange
1.06%
🇩🇪 FRA
0.59%
🇳🇱 Euronext Amsterdam
0.25%

Countries Breakdown

Country
Total

🇺🇸 United States
47.94%
🇵🇪 Peru
9.17%
🇫🇷 France
8.59%
🇮🇱 Israel
4.46%
🇬🇧 United Kingdom
1.95%
🇧🇷 Brazil
1.75%
🇧🇲 Bermuda
1.45%
🇨🇾 Cyprus
1.44%
🇸🇪 Sweden
1.06%
🇨🇦 Canada
1.01%
🇮🇹 Italy
0.99%
🇩🇰 Denmark
0.92%
🇩🇪 Germany
0.59%
🇳🇱 Netherlands
0.56%
🇨🇴 Colombia
0.55%
🇨🇳 China
0.54%
🇬🇷 Greece
0.19%

Dividends

Dividend Yield

2.88%

53 out of 72 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $REFI (16.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAP	0.41%	4.43%	$9.27
UNH	0.19%	2.25%	$7.74
FRO	0.13%	9.16%	$2.17
TTE.PA	0.11%	4.38%	$3.06
IIPR	0.11%	13.01%	$7.34
ICAD.PA	0.11%	15.97%	$4.84
GIS	0.09%	7.58%	$2.36
UPBD	0.08%	8.57%	$1.45
TEP.PA	0.08%	7.42%	$3.85
RUI.PA	0.07%	5.79%	$1.98
REFI	0.07%	16.64%	$1.88
NAT	0.07%	11.79%	$0.43
TGT	0.06%	3.68%	$4.42
VALE	0.06%	5.76%	$1.33
AKE.PA	0.06%	5.91%	$3.5
ARG.PA	0.06%	5.86%	$3.15
RIO	0.06%	3.79%	$4.34
CVS	0.06%	2.8%	$2.54
SWBI	0.05%	3.43%	$0.48
QFIN	0.05%	9.94%	$1.06
NXST	0.05%	4.11%	$6.08
ABBV	0.05%	3%	$6.06
UVV	0.05%	6.22%	$3.21
PEP	0.04%	4.08%	$5.15
HY	0.04%	4.01%	$1.33
BB.PA	0.04%	4.35%	$2.85
NOG	0.04%	8.23%	$1.58
CNQ	0.04%	3.65%	$1.48
V	0.04%	0.81%	$2.01
ASC	0.04%	4.07%	$0.87
PK	0.04%	7.12%	$0.8
BMY	0.04%	4.47%	$2.34
EGY	0.04%	4.46%	$0.25
FMC	0.03%	6.73%	$2.32
INTU	0.03%	1.58%	$3.6
PBR	0.03%	5.3%	$1.73
LYB	0.03%	6.33%	$5.09
MDLZ	0.03%	3.28%	$1.7
NVO	0.03%	2.81%	$0.98
UCG.MI	0.02%	3.95%	$1.8
EC	0.02%	4.15%	$1.62
GTN	0.02%	7.94%	$0.32
EDEN.PA	0.02%	5.95%	$1.1
UGI	0.02%	4.37%	$1.5
CNXC	0.02%	4.94%	$1.18
ENI.MI	0.02%	4.69%	$0.94
DELL	0.02%	0.54%	$1.63
T.US	0.02%	4.85%	$1.11
HAL	0.01%	1.65%	$0.66
SLB	0.01%	2.03%	$1.05
SBLK	0.01%	3.79%	$1.82
XRX	0.01%	2.87%	$1
SDF.DE	0%	0.49%	$0.7

Next Dividends

Stock	Type	Date	Pay Per Share
LYB	Pay Day	Jun 8, 2026	$0.69
EDEN.PA	Ex-Dividend	Jun 10, 2026	$1.57
NAT	Ex-Dividend	Jun 10, 2026	$0.22
EDEN.PA	Pay Day	Jun 12, 2026	$1.57
FRO	Ex-Dividend	Jun 12, 2026	$1.55
BAP	Pay Day	Jun 12, 2026	$14.45
SBLK	Ex-Dividend	Jun 12, 2026	$0.50
ASC	Pay Day	Jun 12, 2026	$0.39
UGI	Ex-Dividend	Jun 15, 2026	$0.38
GTN	Ex-Dividend	Jun 15, 2026	$0.08
RUI.PA	Ex-Dividend	Jun 16, 2026	$2.42
HY	Pay Day	Jun 16, 2026	$0.36
RUI.PA	Pay Day	Jun 18, 2026	$2.42
SBLK	Pay Day	Jun 22, 2026	$0.50
FRO	Pay Day	Jun 23, 2026	$1.55
HAL	Pay Day	Jun 24, 2026	$0.17
NAT	Pay Day	Jun 24, 2026	$0.22
EGY	Pay Day	Jun 26, 2026	$0.06
NOG	Ex-Dividend	Jun 29, 2026	$0.45
PEP	Pay Day	Jun 30, 2026	$1.48
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
FMC	Ex-Dividend	Jun 30, 2026	$0.08
MDLZ	Ex-Dividend	Jun 30, 2026	$0.50
XRX	Ex-Dividend	Jun 30, 2026	$0.03
GTN	Pay Day	Jun 30, 2026	$0.08
PK	Ex-Dividend	Jun 30, 2026	$0.25
UGI	Pay Day	Jul 1, 2026	$0.38
TTE.PA	Pay Day	Jul 2, 2026	$1.01
INTU	Ex-Dividend	Jul 9, 2026	$1.20
SLB	Pay Day	Jul 9, 2026	$0.29
UVV	Ex-Dividend	Jul 13, 2026	$0.83
MDLZ	Pay Day	Jul 14, 2026	$0.50
PK	Pay Day	Jul 15, 2026	$0.25
FMC	Pay Day	Jul 16, 2026	$0.08
INTU	Pay Day	Jul 17, 2026	$1.20
XRX	Pay Day	Jul 31, 2026	$0.03
NOG	Pay Day	Jul 31, 2026	$0.45
UVV	Pay Day	Aug 3, 2026	$0.83

Performance Metrics

Score 4.2/10

Beta

0.45

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-1.1

-2

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

1.07

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

0.69

0.3

0.6

Beta

0.45

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-1.1

-2

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

1.07

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

0.69

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.77

High:

KTOS

374.93

Low:

IONQ

-383.53

Details

PEG Ratio

133.31

High:

ENI.MI

5,682.88

Low:

IONQ

-362.7

Details

Price/Book

4.62

High:

PACB

213.91

Low:

DELL

-111.41

Details

Price/Sales

1.47

High:

IONQ

130.26

Low:

XRX

0.06

Details

Price/CF

11.32

High:

KTOS

668.08

Low:

XRX

0.98

Details

Price/FCF

25.45

High:

MDLZ

1,106.34

Low:

TEP.PA

3.92

Details

P/E Ratio

25.77

High:

KTOS

374.93

Low:

IONQ

-383.53

Details

PEG Ratio

133.31

High:

ENI.MI

5,682.88

Low:

IONQ

-362.7

Details

Price/Book

4.62

High:

PACB

213.91

Low:

DELL

-111.41

Details

Price/Sales

1.47

High:

IONQ

130.26

Low:

XRX

0.06

Details

Price/CF

11.32

High:

KTOS

668.08

Low:

XRX

0.98

Details

Price/FCF

25.45

High:

MDLZ

1,106.34

Low:

TEP.PA

3.92

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.86%	Mar 2024	Aug 2025	17
-2.24%	Jun 2026	-	1
-1.8%	Mar 2026	Apr 2026	1
-0.66%	Nov 2025	Dec 2025	1

Monthly Performance

Portfolio of joannaex on eToro

joannaex

🇮🇹 Stock Multi-Strategy 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

-2.24%

This Month

+7.49%

Year To Date

+29.37%

2 Years

+22.14%

5 Years

+22.14%

10 Years

+8.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
19.04%
💵 Cash
15.86%
🖥️ Technology Services
13.23%
🏥 Health Services
8.36%
💻 Electronic Technology
6.61%
⛏️ Energy Minerals
6.34%
🛍️ Retail Trade
3.74%
🧬 Health Technology
3.63%
🚚 Transportation
3.09%
🍞 Consumer Non Durables
2.98%
💼 Commercial Services
2.89%
🧪 Process Industries
2.81%
🪨 Non Energy Minerals
2.59%
📦 Distribution Services
2.38%
🛠️ Producer Manufacturing
1.91%
💇‍♀️ Consumer Services
1.55%
🏭 Industrial Services
1.27%
📊 ETFs
1.21%
📡 Communications
0.32%
🚗 Consumer Durables
0.31%
⚡ Utilities
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.03%
🇺🇸 Nasdaq
19.55%
🇫🇷 Euronext Paris
8.59%
🇮🇹 Borsa Italiana
1.3%
🇸🇪 Stockholm Stock Exchange
1.06%
🇩🇪 FRA
0.59%
🇳🇱 Euronext Amsterdam
0.25%

Countries Breakdown

Country
Total

🇺🇸 United States
47.94%
🇵🇪 Peru
9.17%
🇫🇷 France
8.59%
🇮🇱 Israel
4.46%
🇬🇧 United Kingdom
1.95%
🇧🇷 Brazil
1.75%
🇧🇲 Bermuda
1.45%
🇨🇾 Cyprus
1.44%
🇸🇪 Sweden
1.06%
🇨🇦 Canada
1.01%
🇮🇹 Italy
0.99%
🇩🇰 Denmark
0.92%
🇩🇪 Germany
0.59%
🇳🇱 Netherlands
0.56%
🇨🇴 Colombia
0.55%
🇨🇳 China
0.54%
🇬🇷 Greece
0.19%

Dividends

Dividend Yield

2.88%

53 out of 72 instruments pay dividend.

15 dividend payments in the next 30 days.

Highest Dividend: $REFI (16.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAP	0.41%	4.43%	$9.27
UNH	0.19%	2.25%	$7.74
FRO	0.13%	9.16%	$2.17
TTE.PA	0.11%	4.38%	$3.06
IIPR	0.11%	13.01%	$7.34
ICAD.PA	0.11%	15.97%	$4.84
GIS	0.09%	7.58%	$2.36
UPBD	0.08%	8.57%	$1.45
TEP.PA	0.08%	7.42%	$3.85
RUI.PA	0.07%	5.79%	$1.98
REFI	0.07%	16.64%	$1.88
NAT	0.07%	11.79%	$0.43
TGT	0.06%	3.68%	$4.42
VALE	0.06%	5.76%	$1.33
AKE.PA	0.06%	5.91%	$3.5
ARG.PA	0.06%	5.86%	$3.15
RIO	0.06%	3.79%	$4.34
CVS	0.06%	2.8%	$2.54
SWBI	0.05%	3.43%	$0.48
QFIN	0.05%	9.94%	$1.06
NXST	0.05%	4.11%	$6.08
ABBV	0.05%	3%	$6.06
UVV	0.05%	6.22%	$3.21
PEP	0.04%	4.08%	$5.15
HY	0.04%	4.01%	$1.33
BB.PA	0.04%	4.35%	$2.85
NOG	0.04%	8.23%	$1.58
CNQ	0.04%	3.65%	$1.48
V	0.04%	0.81%	$2.01
ASC	0.04%	4.07%	$0.87
PK	0.04%	7.12%	$0.8
BMY	0.04%	4.47%	$2.34
EGY	0.04%	4.46%	$0.25
FMC	0.03%	6.73%	$2.32
INTU	0.03%	1.58%	$3.6
PBR	0.03%	5.3%	$1.73
LYB	0.03%	6.33%	$5.09
MDLZ	0.03%	3.28%	$1.7
NVO	0.03%	2.81%	$0.98
UCG.MI	0.02%	3.95%	$1.8
EC	0.02%	4.15%	$1.62
GTN	0.02%	7.94%	$0.32
EDEN.PA	0.02%	5.95%	$1.1
UGI	0.02%	4.37%	$1.5
CNXC	0.02%	4.94%	$1.18
ENI.MI	0.02%	4.69%	$0.94
DELL	0.02%	0.54%	$1.63
T.US	0.02%	4.85%	$1.11
HAL	0.01%	1.65%	$0.66
SLB	0.01%	2.03%	$1.05
SBLK	0.01%	3.79%	$1.82
XRX	0.01%	2.87%	$1
SDF.DE	0%	0.49%	$0.7

Next Dividends

Stock	Type	Date	Pay Per Share
LYB	Pay Day	Jun 8, 2026	$0.69
EDEN.PA	Ex-Dividend	Jun 10, 2026	$1.57
NAT	Ex-Dividend	Jun 10, 2026	$0.22
EDEN.PA	Pay Day	Jun 12, 2026	$1.57
FRO	Ex-Dividend	Jun 12, 2026	$1.55
BAP	Pay Day	Jun 12, 2026	$14.45
SBLK	Ex-Dividend	Jun 12, 2026	$0.50
ASC	Pay Day	Jun 12, 2026	$0.39
UGI	Ex-Dividend	Jun 15, 2026	$0.38
GTN	Ex-Dividend	Jun 15, 2026	$0.08
RUI.PA	Ex-Dividend	Jun 16, 2026	$2.42
HY	Pay Day	Jun 16, 2026	$0.36
RUI.PA	Pay Day	Jun 18, 2026	$2.42
SBLK	Pay Day	Jun 22, 2026	$0.50
FRO	Pay Day	Jun 23, 2026	$1.55
HAL	Pay Day	Jun 24, 2026	$0.17
NAT	Pay Day	Jun 24, 2026	$0.22
EGY	Pay Day	Jun 26, 2026	$0.06
NOG	Ex-Dividend	Jun 29, 2026	$0.45
PEP	Pay Day	Jun 30, 2026	$1.48
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
FMC	Ex-Dividend	Jun 30, 2026	$0.08
MDLZ	Ex-Dividend	Jun 30, 2026	$0.50
XRX	Ex-Dividend	Jun 30, 2026	$0.03
GTN	Pay Day	Jun 30, 2026	$0.08
PK	Ex-Dividend	Jun 30, 2026	$0.25
UGI	Pay Day	Jul 1, 2026	$0.38
TTE.PA	Pay Day	Jul 2, 2026	$1.01
INTU	Ex-Dividend	Jul 9, 2026	$1.20
SLB	Pay Day	Jul 9, 2026	$0.29
UVV	Ex-Dividend	Jul 13, 2026	$0.83
MDLZ	Pay Day	Jul 14, 2026	$0.50
PK	Pay Day	Jul 15, 2026	$0.25
FMC	Pay Day	Jul 16, 2026	$0.08
INTU	Pay Day	Jul 17, 2026	$1.20
XRX	Pay Day	Jul 31, 2026	$0.03
NOG	Pay Day	Jul 31, 2026	$0.45
UVV	Pay Day	Aug 3, 2026	$0.83

Performance Metrics

Score 4.2/10

Beta

0.45

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-1.1

-2

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

1.07

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

0.69

0.3

0.6

Beta

0.45

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-1.1

-2

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

1.07

0.75

1.25

Information Ratio

-0.69

-1

0.3

0.6

Calmar Ratio

1,106.34

Low:

TEP.PA

3.92

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.86%	Mar 2024	Aug 2025	17
-2.24%	Jun 2026	-	1
-1.8%	Mar 2026	Apr 2026	1
-0.66%	Nov 2025	Dec 2025	1