Portfolio of jonathandm25 on eToro

jonathandm25

🇺🇸 Stock Growth 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

+0.98%

This Month

-7.66%

Year To Date

+67.11%

2 Years

+132.42%

5 Years

+132.42%

10 Years

+43.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
18.46%
🖥️ Technology Services
16.98%
💻 Electronic Technology
16.53%
🍞 Consumer Non Durables
13.86%
📊 ETFs
8.35%
🏥 Health Services
6.67%
💇‍♀️ Consumer Services
5.54%
🧬 Health Technology
4.51%
💰 Finance
3.82%
⛏️ Energy Minerals
2.98%
🪙 Cryptocurrencies
1.62%
💵 Cash
0.8%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.91%
🇺🇸 NYSE
47.79%
🌍 Digital Currency
1.62%

Countries Breakdown

Country
Total

🇺🇸 United States
76.84%
🇩🇰 Denmark
4.51%
🇨🇦 Canada
3.28%
🇬🇧 United Kingdom
2.98%
🇨🇳 China
1.75%

Dividends

Dividend Yield

1.34%

12 out of 21 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $O (5.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.22%	3.27%	$7.74
O	0.2%	5.24%	$3.09
TGT	0.18%	3.86%	$4.42
NVO	0.16%	3.64%	$0.98
KO	0.15%	2.71%	$1.89
NKE	0.13%	3.66%	$1.45
SHEL	0.09%	3.14%	$2.7
PEP	0.06%	3.69%	$5.15
JD.US	0.06%	3.45%	$0.74
MSFT	0.05%	0.98%	$3
GOOG	0.03%	0.29%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JD.US	Ex-Dividend	Apr 9, 2026	$1.00
O	Pay Day	Apr 15, 2026	$0.27
JD.US	Pay Day	Apr 29, 2026	$1.00
TGT	Ex-Dividend	May 13, 2026	$1.14
MSFT	Ex-Dividend	May 21, 2026	$0.91
TGT	Pay Day	Jun 1, 2026	$1.14
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8/10

Beta

2.23

0.8

1.2

Sharpe Ratio

1.21

0.5

Sortino Ratio

3.55

Jensen's Alpha

11.83

-2

Omega Ratio

3.22

1.5

Treynor Ratio

1.6

0.75

1.25

Information Ratio

0.96

0.3

0.6

Calmar Ratio

3.41

0.3

0.6

Beta

2.23

0.8

1.2

Sharpe Ratio

1.21

0.5

Sortino Ratio

3.55

Jensen's Alpha

11.83

-2

Omega Ratio

3.22

1.5

Treynor Ratio

1.6

0.75

1.25

Information Ratio

0.96

0.3

0.6

Calmar Ratio

3.41

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.84

High:

AMD

79.48

Low:

ANF

8.95

Details

PEG Ratio

334.54

High:

ULTA

2,098.25

Low:

AMD

48.68

Details

Price/Book

8.91

High:

NVDA

27.16

Low:

JD.US

1.34

Details

Price/Sales

6.49

High:

NVDA

19.89

Low:

JD.US

0.22

Details

Price/CF

25.72

High:

AMD

45.99

Low:

SHEL

5.22

Details

Price/FCF

63.79

High:

PEP

5,797.72

Low:

JD.US

9.2

Details

P/E Ratio

28.84

High:

AMD

79.48

Low:

ANF

8.95

Details

PEG Ratio

334.54

High:

ULTA

2,098.25

Low:

AMD

48.68

Details

Price/Book

8.91

High:

NVDA

27.16

Low:

JD.US

1.34

Details

Price/Sales

6.49

High:

NVDA

19.89

Low:

JD.US

0.22

Details

Price/CF

25.72

High:

AMD

45.99

Low:

SHEL

5.22

Details

Price/FCF

63.79

High:

PEP

5,797.72

Low:

JD.US

9.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-14.98%	Apr 2024	Sep 2024	5
-10%	Feb 2026	-	3
-7.8%	Feb 2025	May 2025	3
-0.2%	Nov 2025	Dec 2025	1

Monthly Performance

Portfolio of jonathandm25 on eToro

jonathandm25

🇺🇸 Stock Growth 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

+0.98%

This Month

-7.66%

Year To Date

+67.11%

2 Years

+132.42%

5 Years

+132.42%

10 Years

+43.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
18.46%
🖥️ Technology Services
16.98%
💻 Electronic Technology
16.53%
🍞 Consumer Non Durables
13.86%
📊 ETFs
8.35%
🏥 Health Services
6.67%
💇‍♀️ Consumer Services
5.54%
🧬 Health Technology
4.51%
💰 Finance
3.82%
⛏️ Energy Minerals
2.98%
🪙 Cryptocurrencies
1.62%
💵 Cash
0.8%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.91%
🇺🇸 NYSE
47.79%
🌍 Digital Currency
1.62%

Countries Breakdown

Country
Total

🇺🇸 United States
76.84%
🇩🇰 Denmark
4.51%
🇨🇦 Canada
3.28%
🇬🇧 United Kingdom
2.98%
🇨🇳 China
1.75%

Dividends

Dividend Yield

1.34%

12 out of 21 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $O (5.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.22%	3.27%	$7.74
O	0.2%	5.24%	$3.09
TGT	0.18%	3.86%	$4.42
NVO	0.16%	3.64%	$0.98
KO	0.15%	2.71%	$1.89
NKE	0.13%	3.66%	$1.45
SHEL	0.09%	3.14%	$2.7
PEP	0.06%	3.69%	$5.15
JD.US	0.06%	3.45%	$0.74
MSFT	0.05%	0.98%	$3
GOOG	0.03%	0.29%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JD.US	Ex-Dividend	Apr 9, 2026	$1.00
O	Pay Day	Apr 15, 2026	$0.27
JD.US	Pay Day	Apr 29, 2026	$1.00
TGT	Ex-Dividend	May 13, 2026	$1.14
MSFT	Ex-Dividend	May 21, 2026	$0.91
TGT	Pay Day	Jun 1, 2026	$1.14
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8/10

Beta

2.23

0.8

1.2

Sharpe Ratio

1.21

0.5

Sortino Ratio

3.55

Jensen's Alpha

11.83

-2

Omega Ratio

3.22

1.5

Treynor Ratio

1.6

0.75

1.25

Information Ratio

0.96

0.3

0.6

Calmar Ratio

3.41

0.3

0.6

Beta

2.23

0.8

1.2

Sharpe Ratio

1.21

0.5

Sortino Ratio

3.55

Jensen's Alpha

11.83

-2

Omega Ratio

3.22

1.5

Treynor Ratio

1.6

0.75

1.25

Information Ratio

0.96

0.3

0.6

Calmar Ratio

5,797.72

Low:

JD.US

9.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-14.98%	Apr 2024	Sep 2024	5
-10%	Feb 2026	-	3
-7.8%	Feb 2025	May 2025	3
-0.2%	Nov 2025	Dec 2025	1