Portfolio of joenriquearias on eToro

joenriquearias

🇨🇴 Stock Quant Investor.

75 copiers.

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

Summary

-3.16%

This Month

-3.02%

Year To Date

+218.95%

2 Years

+221.53%

5 Years

+221.53%

10 Years

+26.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
32.65%
💻 Electronic Technology
19.87%
🧬 Health Technology
10.8%
🛠️ Producer Manufacturing
8.05%
💰 Finance
6.88%
🛍️ Retail Trade
5.52%
❓ Other
3.43%
🏥 Health Services
2.09%
💇‍♀️ Consumer Services
2.08%
📊 ETFs
2.07%
💼 Commercial Services
1.46%
⚡ Utilities
1.38%
🚗 Consumer Durables
1.37%
🚚 Transportation
1.31%
🧪 Process Industries
0.5%
📡 Communications
0.27%
🪨 Non Energy Minerals
0.26%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
65.52%
🇺🇸 NYSE
32.55%
Regular Trading Hours - RTH
1.91%

Countries Breakdown

Country
Total

🇺🇸 United States
70.22%
🇮🇱 Israel
7.09%
🇨🇳 China
4.86%
🇸🇬 Singapore
2.47%
🇬🇧 United Kingdom
1.66%
🇩🇪 Germany
1.52%
🇨🇦 Canada
1.42%
🇺🇾 Uruguay
1.06%
🇧🇷 Brazil
0.85%
🇱🇺 Luxembourg
0.78%
🇰🇾 Cayman Islands
0.76%
🇰🇷 South Korea
0.56%
🇦🇺 Australia
0.54%
🇨🇭 Switzerland
0.47%
🇵🇷 Puerto Rico
0.23%

Dividends

Dividend Yield

0.25%

15 out of 180 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $QFIN (20.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
FINV	0.05%	9.53%	$0.24
QFIN	0.05%	20.61%	$1.06
IBM	0.03%	2.96%	$6.65
GEN	0.02%	2.15%	$0.5
YMM	0.02%	3.15%	$0.13
MNSO	0.02%	3.87%	$0.39
BABA	0.02%	0.94%	$0.98
PFE	0.01%	6.02%	$1.66
QCOM	0.01%	2.11%	$3.25
SAP	0.01%	0.98%	$1.73
VST	0.01%	0.59%	$0.85
DLO	0.01%	1.3%	-
JD.US	0%	3.67%	$0.74
HWM	0%	0.23%	$0.19
MRVL	0%	0.09%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share
MNSO	Ex-Dividend	Oct 20, 2026	$0.38
PFE	Ex-Dividend	Oct 24, 2026	$0.43
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
YMM	Ex-Dividend	Jan 7, 2027	$0.08
MRVL	Ex-Dividend	Jan 9, 2027	$0.06
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

55.12

High:

PANW

793.68

Low:

ZETA.US

-2,382.61

Details

PEG Ratio

-50.13

High:

INOD

10,283.52

Low:

BRZE

-3,120.15

Details

Price/Book

4.79

High:

GDDY

1,888.3

Low:

MNKD

-17.62

Details

Price/Sales

3.53

High:

ATLX

686.64

Low:

GWH

-4.47

Details

Price/CF

23.25

High:

BULL

1,936.14

Low:

QFIN

1.56

Details

Price/FCF

42.6

High:

BULL

1,936.14

Low:

OPFI

2.2

Details