Portfolio of joeldias93 on eToro

joeldias93

🇨🇭 Stock and ETF Value 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

+0.01%

Today

+2.55%

This Month

+22.73%

Year To Date

+51.57%

2 Years

+59.3%

5 Years

+13.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
40.07%
💻 Electronic Technology
13.97%
📊 ETFs
13.57%
🏭 Industrial Services
10.24%
💰 Finance
9.97%
🛍️ Retail Trade
4.48%
🧬 Health Technology
3.98%
🪙 Cryptocurrencies
2.41%
💵 Cash
1.66%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
62.5%
🇺🇸 NYSE
33.77%
🌍 Digital Currency
2.41%

Countries Breakdown

Country
Total

🇺🇸 United States
66.33%
🇨🇦 Canada
12.92%
🇮🇱 Israel
3.44%

Dividends

Dividend Yield

2.86%

12 out of 17 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $JEPQ (11.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SDIV	0.99%	10.78%	-
ENB	0.59%	5.72%	$2.66
JEPQ	0.5%	11.28%	-
O	0.32%	5.64%	$3.09
BNS	0.15%	5.61%	$3.09
JNJ	0.12%	3.1%	$4.81
STAG	0.07%	4.17%	$1.47
GOOG	0.06%	0.44%	$0.2
MSFT	0.05%	0.65%	$3
META	0%	0.29%	$1
WMT	0%	0.99%	$0.81
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BNS	Pay Day	Jul 29, 2025	$0.80
STAG	Ex-Dividend	Jul 31, 2025	$0.12
O	Ex-Dividend	Aug 1, 2025	$0.27
WMT	Ex-Dividend	Aug 15, 2025	$0.24
ENB	Ex-Dividend	Aug 15, 2025	$0.68
O	Pay Day	Aug 15, 2025	$0.27
STAG	Pay Day	Aug 15, 2025	$0.12
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
ENB	Pay Day	Sep 1, 2025	$0.68
WMT	Pay Day	Sep 2, 2025	$0.24
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83

Performance Metrics

Score 6.2/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

5.9

-2

Omega Ratio

1.47

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.55

0.3

0.6

Calmar Ratio

0.56

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

5.9

-2

Omega Ratio

1.47

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.55

0.3

0.6

Calmar Ratio

0.56

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.97

High:

PLTR

670.39

Low:

CRWD

-681.21

Details

PEG Ratio

348.45

High:

1,975.94

Low:

AMZN

51.31

Details

Price/Book

12.32

High:

PLTR

66.79

Low:

BNS

1.27

Details

Price/Sales

10.46

High:

PLTR

125.81

Low:

WMT

1.12

Details

Price/CF

22.41

High:

PLTR

161.45

Low:

ENB

10.4

Details

Price/FCF

41.51

High:

PLTR

163.42

Low:

BNS

13.72

Details

P/E Ratio

35.97

High:

PLTR

670.39

Low:

CRWD

-681.21

Details

Worst Drawdowns

Depth	Start	End	Total months
-23.89%	Apr 2022	Mar 2024	23
-6.83%	Feb 2025	May 2025	3
-0.59%	Jul 2024	Aug 2024	1
-0.27%	Oct 2024	Nov 2024	1
-0.06%	Dec 2024	Jan 2025	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
40.07%
💻 Electronic Technology
13.97%
📊 ETFs
13.57%
🏭 Industrial Services
10.24%
💰 Finance
9.97%
🛍️ Retail Trade
4.48%
🧬 Health Technology
3.98%
🪙 Cryptocurrencies
2.41%
💵 Cash
1.66%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
62.5%
🇺🇸 NYSE
33.77%
🌍 Digital Currency
2.41%

Countries Breakdown

Country
Total

🇺🇸 United States
66.33%
🇨🇦 Canada
12.92%
🇮🇱 Israel
3.44%

Dividends

Dividend Yield

2.86%

12 out of 17 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $JEPQ (11.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SDIV	0.99%	10.78%	-
ENB	0.59%	5.72%	$2.66
JEPQ	0.5%	11.28%	-
O	0.32%	5.64%	$3.09
BNS	0.15%	5.61%	$3.09
JNJ	0.12%	3.1%	$4.81
STAG	0.07%	4.17%	$1.47
GOOG	0.06%	0.44%	$0.2
MSFT	0.05%	0.65%	$3
META	0%	0.29%	$1
WMT	0%	0.99%	$0.81
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BNS	Pay Day	Jul 29, 2025	$0.80
STAG	Ex-Dividend	Jul 31, 2025	$0.12
O	Ex-Dividend	Aug 1, 2025	$0.27
WMT	Ex-Dividend	Aug 15, 2025	$0.24
ENB	Ex-Dividend	Aug 15, 2025	$0.68
O	Pay Day	Aug 15, 2025	$0.27
STAG	Pay Day	Aug 15, 2025	$0.12
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
ENB	Pay Day	Sep 1, 2025	$0.68
WMT	Pay Day	Sep 2, 2025	$0.24
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83

Performance Metrics

Score 6.2/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

5.9

-2

Omega Ratio

1.47

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.55

0.3

0.6

Calmar Ratio

0.56

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

5.9

-2

Omega Ratio

1.47

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.55

0.3

0.6

Calmar Ratio

0.56

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.97

High:

PLTR

670.39

Low:

CRWD

-681.21

Details

348.45

High:

1,975.94

Low:

AMZN

51.31

Details

Price/Book

12.32

High:

PLTR

66.79

Low:

BNS

1.27

Details

Price/Sales

10.46

High:

PLTR

125.81

Low:

WMT

1.12

Details

Price/CF

22.41

High:

PLTR

161.45

Low:

ENB

10.4

Details

Price/FCF

41.51

High:

PLTR

163.42

Low:

BNS

13.72

Details

Depth

Start

End

Total months

-23.89%

Apr 2022

Mar 2024

-6.83%

Feb 2025

May 2025

-0.59%

Jul 2024

Aug 2024

-0.27%

Oct 2024

Nov 2024

-0.06%

Dec 2024

Jan 2025

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics