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

+2.79%

This Month

+13.5%

Year To Date

+32.77%

2 Years

+28.96%

5 Years

+28.96%

10 Years

+9.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
18.59%
💵 Cash
17.88%
💰 Finance
14.12%
🏥 Health Services
8.42%
⛏️ Energy Minerals
5.83%
💇‍♀️ Consumer Services
5.3%
🍞 Consumer Non Durables
4.65%
🛍️ Retail Trade
3.95%
🧬 Health Technology
3.66%
📊 ETFs
3.42%
💼 Commercial Services
2.91%
🧪 Process Industries
2.2%
📦 Distribution Services
2.11%
🪨 Non Energy Minerals
2.05%
🛠️ Producer Manufacturing
1.76%
💻 Electronic Technology
1.07%
🏭 Industrial Services
1%
📡 Communications
0.47%
🚚 Transportation
0.19%
🚗 Consumer Durables
0.17%
⚡ Utilities
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.25%
🇺🇸 Nasdaq
21.49%
🇫🇷 Euronext Paris
7.29%
🇮🇹 Borsa Italiana
1.12%
🇸🇪 Stockholm Stock Exchange
1.08%
🇩🇪 FRA
0.49%
🇳🇱 Euronext Amsterdam
0.25%

Countries Breakdown

Country
Total

🇺🇸 United States
53.69%
🇫🇷 France
7.29%
🇵🇪 Peru
5.19%
🇮🇱 Israel
4.13%
🇬🇧 United Kingdom
1.6%
🇨🇦 Canada
1.08%
🇸🇪 Sweden
1.08%
🇮🇹 Italy
0.94%
🇧🇷 Brazil
0.88%
🇩🇰 Denmark
0.78%
🇨🇴 Colombia
0.59%
🇩🇪 Germany
0.49%
🇳🇱 Netherlands
0.42%
🇨🇳 China
0.19%
🇬🇷 Greece
0.19%

Dividends

Dividend Yield

2.28%

48 out of 72 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $QFIN (22.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAP	0.19%	3.71%	$9.27
UNH	0.18%	2.18%	$7.74
PEP	0.12%	4.37%	$5.15
TTE.PA	0.11%	4.38%	$3.06
IIPR	0.1%	14.4%	$7.34
MCD	0.1%	3.07%	$6.53
GIS	0.08%	7.37%	$2.36
UPBD	0.07%	9.56%	$1.45
TEP.PA	0.07%	5.92%	$3.85
VALE	0.06%	7.23%	$1.33
REFI	0.06%	20.7%	$1.88
RUI.PA	0.06%	5.86%	$1.98
TGT	0.06%	2.99%	$4.42
RIO	0.06%	5.23%	$4.34
ICAD.PA	0.06%	13.25%	$4.84
AKE.PA	0.05%	6.53%	$3.5
CVS	0.05%	2.83%	$2.54
NXST	0.05%	4.4%	$6.08
ABBV	0.05%	2.41%	$6.06
UVV	0.04%	8.32%	$3.21
QFIN	0.04%	22.26%	$1.06
HY	0.04%	5.01%	$1.33
NOG	0.04%	6.54%	$1.58
V	0.04%	0.66%	$2.01
BB.PA	0.04%	3.64%	$2.85
CNQ	0.03%	3.2%	$1.48
BMY	0.03%	4.15%	$2.34
INTU	0.03%	1.51%	$3.6
EGY	0.03%	4.01%	$0.25
PK	0.03%	6.04%	$0.8
MDLZ	0.03%	3.21%	$1.7
LYB	0.02%	5.49%	$5.09
T.US	0.02%	4.75%	$1.11
UCG.MI	0.02%	3.92%	$1.8
EC	0.02%	3.67%	$1.62
GTN	0.02%	6.91%	$0.32
EDEN.PA	0.02%	4.55%	$1.1
UGI	0.02%	3.89%	$1.5
CNXC	0.02%	4.96%	$1.18
ENI.MI	0.02%	4.23%	$0.94
HAL	0.01%	2.03%	$0.66
FMC	0.01%	6.03%	$2.32
SBLK	0.01%	6.69%	$1.82
NVO	0.01%	1.04%	$0.98
SLB	0.01%	2.35%	$1.05
XRX	0.01%	3.83%	$1
GOOG	0.01%	0.26%	$0.2
SDF.DE	0%	0.54%	$0.7

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Oct 23, 2026	$0.67
CNXC	Ex-Dividend	Oct 24, 2026	$0.36
UPBD	Pay Day	Oct 27, 2026	$0.39
EC	Ex-Dividend	Oct 29, 2026	$0.66
XRX	Pay Day	Oct 30, 2026	$0.03
NOG	Pay Day	Oct 30, 2026	$0.45
T.US	Pay Day	Nov 2, 2026	$0.28
GIS	Pay Day	Nov 2, 2026	$0.61
BMY	Pay Day	Nov 2, 2026	$0.63
UVV	Pay Day	Nov 2, 2026	$0.83
XIFR	Ex-Dividend	Nov 6, 2026	$0.92
V	Ex-Dividend	Nov 11, 2026	$0.67
TGT	Ex-Dividend	Nov 12, 2026	$1.14
NXST	Ex-Dividend	Nov 14, 2026	$1.86
ABBV	Pay Day	Nov 16, 2026	$1.73
SBLK	Ex-Dividend	Nov 21, 2026	$0.50
EGY	Ex-Dividend	Nov 21, 2026	$0.06
LYB	Ex-Dividend	Nov 24, 2026	$0.69
MCD	Ex-Dividend	Dec 1, 2026	$1.86
HY	Ex-Dividend	Dec 1, 2026	$0.36
HAL	Ex-Dividend	Dec 2, 2026	$0.17
SLB	Ex-Dividend	Dec 2, 2026	$0.29
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
PEP	Ex-Dividend	Dec 4, 2026	$1.48
CNQ	Ex-Dividend	Dec 11, 2026	$0.47
UNH	Ex-Dividend	Dec 14, 2026	$2.21
UGI	Ex-Dividend	Dec 15, 2026	$0.38
GTN	Ex-Dividend	Dec 15, 2026	$0.08
ICAD.PA	Ex-Dividend	Dec 23, 2026	$2.24
NOG	Ex-Dividend	Dec 29, 2026	$0.45
TTE.PA	Ex-Dividend	Dec 30, 2026	$1.01
FMC	Ex-Dividend	Dec 30, 2026	$0.08
MDLZ	Ex-Dividend	Dec 30, 2026	$0.50
XRX	Ex-Dividend	Dec 30, 2026	$0.03
IIPR	Ex-Dividend	Dec 30, 2026	$1.90
PK	Ex-Dividend	Dec 30, 2026	$0.25
REFI	Ex-Dividend	Dec 30, 2026	$0.47
BMY	Ex-Dividend	Jan 2, 2027	$0.63
UPBD	Ex-Dividend	Jan 6, 2027	$0.39
INTU	Ex-Dividend	Jan 8, 2027	$1.20
T.US	Ex-Dividend	Jan 9, 2027	$0.28
UVV	Ex-Dividend	Jan 9, 2027	$0.83
GIS	Ex-Dividend	Jan 13, 2027	$0.61
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
VALE	Ex-Dividend	Feb 13, 2027	$0.14
RIO	Ex-Dividend	Feb 14, 2027	$2.54
NVO	Ex-Dividend	Feb 17, 2027	$1.22
QFIN	Ex-Dividend	Mar 9, 2027	$0.78
EVO.ST	Ex-Dividend	May 12, 2027	$3.06
SDF.DE	Ex-Dividend	May 13, 2027	$0.08
BAP	Ex-Dividend	May 18, 2027	$14.45
AKE.PA	Ex-Dividend	May 25, 2027	$4.21
TEP.PA	Ex-Dividend	May 26, 2027	$5.23
BB.PA	Ex-Dividend	Jun 1, 2027	$2.83
EDEN.PA	Ex-Dividend	Jun 10, 2027	$1.57
RUI.PA	Ex-Dividend	Jun 16, 2027	$2.42

Performance Metrics

Score 5.1/10

Beta

0.44

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.78

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.78

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.84

High:

CRWD

7,637.82

Low:

CERT

-595.86

Details

PEG Ratio

6.42

High:

TTD

75.24

Low:

SDF.DE

0.02

Details

Price/Book

6.16

High:

CRWD

54.72

Low:

MCD

-161.19

Details

Price/Sales

2.87

High:

IONQ

64.1

Low:

XRX

0.05

Details

Price/CF

18.44

High:

KTOS

668.08

Low:

NOG

1.42

Details

Price/FCF

49.51

High:

VALE

565.82

Low:

TEP.PA

2.96

Details

P/E Ratio

21.84

High:

CRWD

7,637.82

Low:

CERT

-595.86

Details

PEG Ratio

6.42

High:

TTD

75.24

Low:

SDF.DE

0.02

Details

Price/Book

6.16

High:

CRWD

54.72

Low:

MCD

-161.19

Details

Price/Sales

2.87

High:

IONQ

64.1

Low:

XRX

0.05

Details

Price/CF

18.44

High:

KTOS

668.08

Low:

NOG

1.42

Details

Price/FCF

49.51

High:

VALE

565.82

Low:

TEP.PA

2.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.86%	Mar 2024	Aug 2025	17
-4.49%	Sep 2026	-	2
-2%	Jun 2026	Jul 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

+2.79%

This Month

+13.5%

Year To Date

+32.77%

2 Years

+28.96%

5 Years

+28.96%

10 Years

+9.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
18.59%
💵 Cash
17.88%
💰 Finance
14.12%
🏥 Health Services
8.42%
⛏️ Energy Minerals
5.83%
💇‍♀️ Consumer Services
5.3%
🍞 Consumer Non Durables
4.65%
🛍️ Retail Trade
3.95%
🧬 Health Technology
3.66%
📊 ETFs
3.42%
💼 Commercial Services
2.91%
🧪 Process Industries
2.2%
📦 Distribution Services
2.11%
🪨 Non Energy Minerals
2.05%
🛠️ Producer Manufacturing
1.76%
💻 Electronic Technology
1.07%
🏭 Industrial Services
1%
📡 Communications
0.47%
🚚 Transportation
0.19%
🚗 Consumer Durables
0.17%
⚡ Utilities
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.25%
🇺🇸 Nasdaq
21.49%
🇫🇷 Euronext Paris
7.29%
🇮🇹 Borsa Italiana
1.12%
🇸🇪 Stockholm Stock Exchange
1.08%
🇩🇪 FRA
0.49%
🇳🇱 Euronext Amsterdam
0.25%

Countries Breakdown

Country
Total

🇺🇸 United States
53.69%
🇫🇷 France
7.29%
🇵🇪 Peru
5.19%
🇮🇱 Israel
4.13%
🇬🇧 United Kingdom
1.6%
🇨🇦 Canada
1.08%
🇸🇪 Sweden
1.08%
🇮🇹 Italy
0.94%
🇧🇷 Brazil
0.88%
🇩🇰 Denmark
0.78%
🇨🇴 Colombia
0.59%
🇩🇪 Germany
0.49%
🇳🇱 Netherlands
0.42%
🇨🇳 China
0.19%
🇬🇷 Greece
0.19%

Dividends

Dividend Yield

2.28%

48 out of 72 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $QFIN (22.26%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAP	0.19%	3.71%	$9.27
UNH	0.18%	2.18%	$7.74
PEP	0.12%	4.37%	$5.15
TTE.PA	0.11%	4.38%	$3.06
IIPR	0.1%	14.4%	$7.34
MCD	0.1%	3.07%	$6.53
GIS	0.08%	7.37%	$2.36
UPBD	0.07%	9.56%	$1.45
TEP.PA	0.07%	5.92%	$3.85
VALE	0.06%	7.23%	$1.33
REFI	0.06%	20.7%	$1.88
RUI.PA	0.06%	5.86%	$1.98
TGT	0.06%	2.99%	$4.42
RIO	0.06%	5.23%	$4.34
ICAD.PA	0.06%	13.25%	$4.84
AKE.PA	0.05%	6.53%	$3.5
CVS	0.05%	2.83%	$2.54
NXST	0.05%	4.4%	$6.08
ABBV	0.05%	2.41%	$6.06
UVV	0.04%	8.32%	$3.21
QFIN	0.04%	22.26%	$1.06
HY	0.04%	5.01%	$1.33
NOG	0.04%	6.54%	$1.58
V	0.04%	0.66%	$2.01
BB.PA	0.04%	3.64%	$2.85
CNQ	0.03%	3.2%	$1.48
BMY	0.03%	4.15%	$2.34
INTU	0.03%	1.51%	$3.6
EGY	0.03%	4.01%	$0.25
PK	0.03%	6.04%	$0.8
MDLZ	0.03%	3.21%	$1.7
LYB	0.02%	5.49%	$5.09
T.US	0.02%	4.75%	$1.11
UCG.MI	0.02%	3.92%	$1.8
EC	0.02%	3.67%	$1.62
GTN	0.02%	6.91%	$0.32
EDEN.PA	0.02%	4.55%	$1.1
UGI	0.02%	3.89%	$1.5
CNXC	0.02%	4.96%	$1.18
ENI.MI	0.02%	4.23%	$0.94
HAL	0.01%	2.03%	$0.66
FMC	0.01%	6.03%	$2.32
SBLK	0.01%	6.69%	$1.82
NVO	0.01%	1.04%	$0.98
SLB	0.01%	2.35%	$1.05
XRX	0.01%	3.83%	$1
GOOG	0.01%	0.26%	$0.2
SDF.DE	0%	0.54%	$0.7

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Oct 23, 2026	$0.67
CNXC	Ex-Dividend	Oct 24, 2026	$0.36
UPBD	Pay Day	Oct 27, 2026	$0.39
EC	Ex-Dividend	Oct 29, 2026	$0.66
XRX	Pay Day	Oct 30, 2026	$0.03
NOG	Pay Day	Oct 30, 2026	$0.45
T.US	Pay Day	Nov 2, 2026	$0.28
GIS	Pay Day	Nov 2, 2026	$0.61
BMY	Pay Day	Nov 2, 2026	$0.63
UVV	Pay Day	Nov 2, 2026	$0.83
XIFR	Ex-Dividend	Nov 6, 2026	$0.92
V	Ex-Dividend	Nov 11, 2026	$0.67
TGT	Ex-Dividend	Nov 12, 2026	$1.14
NXST	Ex-Dividend	Nov 14, 2026	$1.86
ABBV	Pay Day	Nov 16, 2026	$1.73
SBLK	Ex-Dividend	Nov 21, 2026	$0.50
EGY	Ex-Dividend	Nov 21, 2026	$0.06
LYB	Ex-Dividend	Nov 24, 2026	$0.69
MCD	Ex-Dividend	Dec 1, 2026	$1.86
HY	Ex-Dividend	Dec 1, 2026	$0.36
HAL	Ex-Dividend	Dec 2, 2026	$0.17
SLB	Ex-Dividend	Dec 2, 2026	$0.29
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
PEP	Ex-Dividend	Dec 4, 2026	$1.48
CNQ	Ex-Dividend	Dec 11, 2026	$0.47
UNH	Ex-Dividend	Dec 14, 2026	$2.21
UGI	Ex-Dividend	Dec 15, 2026	$0.38
GTN	Ex-Dividend	Dec 15, 2026	$0.08
ICAD.PA	Ex-Dividend	Dec 23, 2026	$2.24
NOG	Ex-Dividend	Dec 29, 2026	$0.45
TTE.PA	Ex-Dividend	Dec 30, 2026	$1.01
FMC	Ex-Dividend	Dec 30, 2026	$0.08
MDLZ	Ex-Dividend	Dec 30, 2026	$0.50
XRX	Ex-Dividend	Dec 30, 2026	$0.03
IIPR	Ex-Dividend	Dec 30, 2026	$1.90
PK	Ex-Dividend	Dec 30, 2026	$0.25
REFI	Ex-Dividend	Dec 30, 2026	$0.47
BMY	Ex-Dividend	Jan 2, 2027	$0.63
UPBD	Ex-Dividend	Jan 6, 2027	$0.39
INTU	Ex-Dividend	Jan 8, 2027	$1.20
T.US	Ex-Dividend	Jan 9, 2027	$0.28
UVV	Ex-Dividend	Jan 9, 2027	$0.83
GIS	Ex-Dividend	Jan 13, 2027	$0.61
ABBV	Ex-Dividend	Jan 15, 2027	$1.73
VALE	Ex-Dividend	Feb 13, 2027	$0.14
RIO	Ex-Dividend	Feb 14, 2027	$2.54
NVO	Ex-Dividend	Feb 17, 2027	$1.22
QFIN	Ex-Dividend	Mar 9, 2027	$0.78
EVO.ST	Ex-Dividend	May 12, 2027	$3.06
SDF.DE	Ex-Dividend	May 13, 2027	$0.08
BAP	Ex-Dividend	May 18, 2027	$14.45
AKE.PA	Ex-Dividend	May 25, 2027	$4.21
TEP.PA	Ex-Dividend	May 26, 2027	$5.23
BB.PA	Ex-Dividend	Jun 1, 2027	$2.83
EDEN.PA	Ex-Dividend	Jun 10, 2027	$1.57
RUI.PA	Ex-Dividend	Jun 16, 2027	$2.42

Performance Metrics

Score 5.1/10

Beta

0.44

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.78

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.51

-2

4.5

Omega Ratio

0.63

1.5

2.5

Treynor Ratio

1.31

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

565.82

Low:

TEP.PA

2.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.86%	Mar 2024	Aug 2025	17
-4.49%	Sep 2026	-	2
-2%	Jun 2026	Jul 2026	1
-1.8%	Mar 2026	Apr 2026	1
-0.66%	Nov 2025	Dec 2025	1