Portfolio of joeldias93 on eToro

joeldias93

🇨🇭 Stock 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

+0.67%

This Month

-0.41%

Year To Date

+52.84%

2 Years

+74.93%

5 Years

+74.93%

10 Years

+14.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
32.21%
💰 Finance
20.78%
🏭 Industrial Services
11%
💻 Electronic Technology
10.87%
📊 ETFs
9.31%
🧬 Health Technology
5.52%
🏥 Health Services
4.34%
🛍️ Retail Trade
3.96%
🪙 Cryptocurrencies
1.23%
💵 Cash
0.94%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.95%
🇺🇸 Nasdaq
47.05%
🌍 Digital Currency
1.23%

Countries Breakdown

Country
Total

🇺🇸 United States
67.86%
🇨🇦 Canada
14.37%
🇮🇱 Israel
6.46%

Dividends

Dividend Yield

1.88%

10 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ENB (5.11%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.78%	4.92%	$3.09
ENB	0.56%	5.11%	$2.66
BNS	0.15%	4.33%	$3.09
UNH	0.13%	3.04%	$7.74
JNJ	0.12%	2.13%	$4.81
STAG	0.06%	3.81%	$1.47
MSFT	0.05%	0.86%	$3
GOOG	0.03%	0.28%	$0.2
WMT	0%	0.78%	$0.81
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

4.81

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.46

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

4.81

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.46

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.05

High:

PLTR

242.08

Low:

CRWD

-322.68

Details

PEG Ratio

118.35

High:

WMT

347.62

Low:

JNJ

24.53

Details

Price/Book

10.18

High:

PLTR

49.59

Low:

1.56

Details

Price/Sales

8.49

High:

PLTR

88.09

Low:

UNH

0.59

Details

Price/CF

27.55

High:

PLTR

214.31

Low:

ETOR

9.08

Details

Price/FCF

63.61

High:

AMZN

325.85

Low:

ETOR

9.25

Details

P/E Ratio

31.05

High:

PLTR

242.08

Low:

CRWD

-322.68

Details

PEG Ratio

118.35

High:

WMT

347.62

Low:

JNJ

24.53

Details

Worst Drawdowns

Depth	Start	End	Total months
-23.89%	Apr 2022	Mar 2024	23
-6.83%	Feb 2025	May 2025	3
-2.73%	Nov 2025	-	5
-0.59%	Jul 2024	Aug 2024	1
-0.27%	Oct 2024	Nov 2024	1
-0.06%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of joeldias93 on eToro

joeldias93

🇨🇭 Stock 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

+0.67%

This Month

-0.41%

Year To Date

+52.84%

2 Years

+74.93%

5 Years

+74.93%

10 Years

+14.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
32.21%
💰 Finance
20.78%
🏭 Industrial Services
11%
💻 Electronic Technology
10.87%
📊 ETFs
9.31%
🧬 Health Technology
5.52%
🏥 Health Services
4.34%
🛍️ Retail Trade
3.96%
🪙 Cryptocurrencies
1.23%
💵 Cash
0.94%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.95%
🇺🇸 Nasdaq
47.05%
🌍 Digital Currency
1.23%

Countries Breakdown

Country
Total

🇺🇸 United States
67.86%
🇨🇦 Canada
14.37%
🇮🇱 Israel
6.46%

Dividends

Dividend Yield

1.88%

10 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ENB (5.11%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.78%	4.92%	$3.09
ENB	0.56%	5.11%	$2.66
BNS	0.15%	4.33%	$3.09
UNH	0.13%	3.04%	$7.74
JNJ	0.12%	2.13%	$4.81
STAG	0.06%	3.81%	$1.47
MSFT	0.05%	0.86%	$3
GOOG	0.03%	0.28%	$0.2
WMT	0%	0.78%	$0.81
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

4.81

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.46

0.3

0.6

Calmar Ratio

0.59

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

4.81

-2

Omega Ratio

1.39

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

0.46

0.3

0.6

Calmar Ratio

10.18

High:

PLTR

49.59

Low:

1.56

Details

Price/Sales

8.49

High:

PLTR

88.09

Low:

UNH

0.59

Details

Price/CF

27.55

High:

PLTR

214.31

Low:

ETOR

9.08

Details

Price/FCF

63.61

High:

AMZN

325.85

Low:

ETOR

9.25

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.89%	Apr 2022	Mar 2024	23
-6.83%	Feb 2025	May 2025	3
-2.73%	Nov 2025	-	5
-0.59%	Jul 2024	Aug 2024	1
-0.27%	Oct 2024	Nov 2024	1
-0.06%	Dec 2024	Jan 2025	1