Portfolio of joenriquearias on eToro

joenriquearias

🇨🇴 Stock Quant Investor.

73 copiers.

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

Summary

-7.8%

This Month

-7.66%

Year To Date

+203.67%

2 Years

+206.12%

5 Years

+206.12%

10 Years

+25.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
34.22%
💻 Electronic Technology
18.49%
🧬 Health Technology
10.82%
🛠️ Producer Manufacturing
7.5%
💰 Finance
6.96%
🛍️ Retail Trade
5.45%
❓ Other
3.45%
💇‍♀️ Consumer Services
2.38%
🏥 Health Services
2.16%
📊 ETFs
2.12%
💼 Commercial Services
1.47%
⚡ Utilities
1.42%
🚚 Transportation
1.28%
🚗 Consumer Durables
1.28%
🧪 Process Industries
0.51%
🪨 Non Energy Minerals
0.27%
📡 Communications
0.22%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
64.89%
🇺🇸 NYSE
32.97%
Regular Trading Hours - RTH
2.14%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
70.17%
🇮🇱 Israel
7.48%
🇨🇳 China
4.78%
🇸🇬 Singapore
2.32%
🇩🇪 Germany
1.65%
🇬🇧 United Kingdom
1.58%
🇨🇦 Canada
1.41%
🇺🇾 Uruguay
1.09%
🇧🇷 Brazil
0.85%
🇱🇺 Luxembourg
0.76%
🇰🇾 Cayman Islands
0.75%
🇰🇷 South Korea
0.53%
🇦🇺 Australia
0.43%
🇨🇭 Switzerland
0.4%
🇵🇷 Puerto Rico
0.21%

Dividends

Dividend Yield

0.26%

15 out of 180 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $QFIN (22.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FINV	0.05%	9.41%	$0.24
QFIN	0.05%	22.34%	$1.06
IBM	0.03%	2.71%	$6.65
YMM	0.02%	3.27%	$0.13
GEN	0.02%	1.99%	$0.5
BABA	0.02%	1.01%	$0.98
MNSO	0.02%	3.7%	$0.39
PFE	0.02%	5.69%	$1.66
QCOM	0.01%	2.09%	$3.25
SAP	0.01%	0.89%	$1.73
VST	0.01%	0.65%	$0.85
DLO	0.01%	1.32%	-
JD.US	0.01%	3.82%	$0.74
HWM	0%	0.26%	$0.19
MRVL	0%	0.11%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Oct 24, 2026	$0.43
YMM	Pay Day	Oct 28, 2026	$0.08
MRVL	Pay Day	Oct 29, 2026	$0.06
HWM	Ex-Dividend	Nov 7, 2026	$0.12
IBM	Ex-Dividend	Nov 10, 2026	$1.69
GEN	Ex-Dividend	Nov 17, 2026	$0.13
QCOM	Ex-Dividend	Dec 3, 2026	$0.92
VST	Ex-Dividend	Dec 21, 2026	$0.23
MRVL	Ex-Dividend	Jan 9, 2027	$0.06
YMM	Ex-Dividend	Jan 14, 2027	$0.08
MNSO	Ex-Dividend	Jan 20, 2027	$0.38
QFIN	Ex-Dividend	Mar 9, 2027	$0.78
JD.US	Ex-Dividend	Apr 9, 2027	$1.00
FINV	Ex-Dividend	Apr 16, 2027	$0.31
SAP	Ex-Dividend	May 5, 2027	$2.94
DLO	Ex-Dividend	May 27, 2027	$0.19
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 7.4/10

Beta

1.45

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.7

Jensen's Alpha

21.98

-2

Omega Ratio

1.86

1.5

2.5

Treynor Ratio

1.83

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Beta

1.45

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.7

Jensen's Alpha

21.98

-2

Omega Ratio

1.86

1.5

2.5

Treynor Ratio

1.83

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

52.9

High:

PANW

793.68

Low:

WYFI

-4,502.35

Details

PEG Ratio

1.89

High:

INOD

102.84

Low:

AFRM

Details

Price/Book

4.78

High:

GDDY

1,888.3

Low:

MNKD

-17.62

Details

Price/Sales

3.48

High:

WYFI

2,171.43

Low:

GWH

-4.47

Details

Price/CF

22.28

High:

BULL

1,936.14

Low:

QFIN

1.56

Details

Price/FCF

40.62

High:

BULL

1,936.14

Low:

OPFI

2.2

Details

P/E Ratio

52.9

High:

PANW

793.68

Low:

WYFI

-4,502.35

Details

Worst Drawdowns

Depth	Start	End	Total months
-35.25%	Jan 2025	May 2025	4
-33.62%	Jan 2022	Jun 2024	29
-24.37%	Nov 2025	May 2026	6
-17.86%	Jun 2026	-	5
-3%	Jul 2024	Oct 2024	3

Monthly Performance

Portfolio of joenriquearias on eToro

joenriquearias

🇨🇴 Stock Quant Investor.

73 copiers.

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

Summary

-7.8%

This Month

-7.66%

Year To Date

+203.67%

2 Years

+206.12%

5 Years

+206.12%

10 Years

+25.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
34.22%
💻 Electronic Technology
18.49%
🧬 Health Technology
10.82%
🛠️ Producer Manufacturing
7.5%
💰 Finance
6.96%
🛍️ Retail Trade
5.45%
❓ Other
3.45%
💇‍♀️ Consumer Services
2.38%
🏥 Health Services
2.16%
📊 ETFs
2.12%
💼 Commercial Services
1.47%
⚡ Utilities
1.42%
🚚 Transportation
1.28%
🚗 Consumer Durables
1.28%
🧪 Process Industries
0.51%
🪨 Non Energy Minerals
0.27%
📡 Communications
0.22%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
64.89%
🇺🇸 NYSE
32.97%
Regular Trading Hours - RTH
2.14%
🇺🇸 OTC Markets Stock Exchange
0%

Countries Breakdown

Country
Total

🇺🇸 United States
70.17%
🇮🇱 Israel
7.48%
🇨🇳 China
4.78%
🇸🇬 Singapore
2.32%
🇩🇪 Germany
1.65%
🇬🇧 United Kingdom
1.58%
🇨🇦 Canada
1.41%
🇺🇾 Uruguay
1.09%
🇧🇷 Brazil
0.85%
🇱🇺 Luxembourg
0.76%
🇰🇾 Cayman Islands
0.75%
🇰🇷 South Korea
0.53%
🇦🇺 Australia
0.43%
🇨🇭 Switzerland
0.4%
🇵🇷 Puerto Rico
0.21%

Dividends

Dividend Yield

0.26%

15 out of 180 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $QFIN (22.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FINV	0.05%	9.41%	$0.24
QFIN	0.05%	22.34%	$1.06
IBM	0.03%	2.71%	$6.65
YMM	0.02%	3.27%	$0.13
GEN	0.02%	1.99%	$0.5
BABA	0.02%	1.01%	$0.98
MNSO	0.02%	3.7%	$0.39
PFE	0.02%	5.69%	$1.66
QCOM	0.01%	2.09%	$3.25
SAP	0.01%	0.89%	$1.73
VST	0.01%	0.65%	$0.85
DLO	0.01%	1.32%	-
JD.US	0.01%	3.82%	$0.74
HWM	0%	0.26%	$0.19
MRVL	0%	0.11%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Oct 24, 2026	$0.43
YMM	Pay Day	Oct 28, 2026	$0.08
MRVL	Pay Day	Oct 29, 2026	$0.06
HWM	Ex-Dividend	Nov 7, 2026	$0.12
IBM	Ex-Dividend	Nov 10, 2026	$1.69
GEN	Ex-Dividend	Nov 17, 2026	$0.13
QCOM	Ex-Dividend	Dec 3, 2026	$0.92
VST	Ex-Dividend	Dec 21, 2026	$0.23
MRVL	Ex-Dividend	Jan 9, 2027	$0.06
YMM	Ex-Dividend	Jan 14, 2027	$0.08
MNSO	Ex-Dividend	Jan 20, 2027	$0.38
QFIN	Ex-Dividend	Mar 9, 2027	$0.78
JD.US	Ex-Dividend	Apr 9, 2027	$1.00
FINV	Ex-Dividend	Apr 16, 2027	$0.31
SAP	Ex-Dividend	May 5, 2027	$2.94
DLO	Ex-Dividend	May 27, 2027	$0.19
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 7.4/10

Beta

1.45

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.7

Jensen's Alpha

21.98

-2

Omega Ratio

1.86

1.5

2.5

Treynor Ratio

1.83

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Beta

1.45

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.7

Jensen's Alpha

21.98

-2

Omega Ratio

1.86

1.5

2.5

Treynor Ratio

1.83

0.75

1.25

Information Ratio

0.56

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

52.9

High:

PANW

793.68

Low:

WYFI

-4,502.35

Details

1.89

High:

INOD

102.84

Low:

AFRM

Details

Price/Book

4.78

High:

GDDY

1,888.3

Low:

MNKD

-17.62

Details

Price/Sales

3.48

High:

WYFI

2,171.43

Low:

GWH

-4.47

Details

Price/CF

22.28

High:

BULL

1,936.14

Low:

QFIN

1.56

Details

Price/FCF

40.62

High:

BULL

1,936.14

Low:

OPFI

2.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-35.25%	Jan 2025	May 2025	4
-33.62%	Jan 2022	Jun 2024	29
-24.37%	Nov 2025	May 2026	6
-17.86%	Jun 2026	-	5
-3%	Jul 2024	Oct 2024	3