Portfolio of jonmar679 on eToro

jonmar679

🇨🇿 Stock and ETF Investor.

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

Overview

Summary

+1.94%

This Month

+4.78%

Year To Date

+43.53%

2 Years

+122.22%

5 Years

+122.22%

10 Years

+24.96%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
22.23%
💵 Cash
18.82%
💰 Finance
18.16%
💻 Electronic Technology
14.55%
⚡ Utilities
9.69%
🧬 Health Technology
7.7%
⛏️ Energy Minerals
6.93%
📊 ETFs
3.67%
🏥 Health Services
2.08%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
50.57%
🇺🇸 NYSE
29.44%
🇩🇪 Xetra ETFs
3.67%
🇳🇱 Euronext Amsterdam
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
29.44%
🇬🇧 United Kingdom
28.34%
🇨🇿 Czech Republic
1.33%

Dividends

Dividend Yield

1.18%

7 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LMP.L (6.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BP.L	0.31%	4.43%	$0.23
LMP.L	0.26%	6.42%	$0.1
SSE.L	0.25%	2.56%	$0.6
RTX	0.18%	1.39%	$2.44
AZN.L	0.12%	1.58%	$2.28
UNH	0.06%	2.72%	$7.74
IDVY.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.8/10

Beta

0.89

0.8

1.2

Sharpe Ratio

0.94

0.5

1.5

Sortino Ratio

1.99

Jensen's Alpha

9.64

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

2.48

0.3

0.6

Beta

0.89

0.8

1.2

Sharpe Ratio

0.94

0.5

1.5

Sortino Ratio

1.99

Jensen's Alpha

9.64

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

2.48

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.22

High:

BP.L

7,955.71

Low:

LMP.L

13.04

Details

PEG Ratio

80.11

High:

RTX

98.88

Low:

LMP.L

32.37

Details

Price/Book

1.83

High:

AZN.L

6.41

Low:

LMP.L

0.97

Details

Price/Sales

2.39

High:

LMP.L

10.11

Low:

BP.L

0.6

Details

Price/CF

18.38

High:

RTX

23.63

Low:

BP.L

3.58

Details

Price/FCF

41.73

High:

SSE.L

136.18

Low:

BP.L

14.12

Details

P/E Ratio

19.22

High:

BP.L

7,955.71

Low:

LMP.L

13.04

Details

PEG Ratio

80.11

High:

RTX

98.88

Low:

LMP.L

32.37

Details

Price/Book

1.83

High:

AZN.L

6.41

Low:

LMP.L

0.97

Details

Price/Sales

2.39

High:

LMP.L

10.11

Low:

BP.L

0.6

Details

Price/CF

18.38

High:

RTX

23.63

Low:

BP.L

3.58

Details

Price/FCF

41.73

High:

SSE.L

136.18

Low:

BP.L

14.12

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.88%	Feb 2025	Jun 2025	4
-7.73%	Jun 2022	Nov 2022	5
-7.11%	Aug 2023	Nov 2023	3
-6.6%	Jan 2024	Feb 2024	1
-6.45%	Dec 2024	Jan 2025	1
-5.28%	Aug 2024	Nov 2024	3
-4.65%	Apr 2024	Jul 2024	3
-2.76%	Mar 2026	-	2
-2.65%	Dec 2022	Jan 2023	1
-1.61%	May 2023	Jun 2023	1

Monthly Performance

Portfolio of jonmar679 on eToro

jonmar679

🇨🇿 Stock and ETF Investor.

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

Summary

+1.94%

This Month

+4.78%

Year To Date

+43.53%

2 Years

+122.22%

5 Years

+122.22%

10 Years

+24.96%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
22.23%
💵 Cash
18.82%
💰 Finance
18.16%
💻 Electronic Technology
14.55%
⚡ Utilities
9.69%
🧬 Health Technology
7.7%
⛏️ Energy Minerals
6.93%
📊 ETFs
3.67%
🏥 Health Services
2.08%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
50.57%
🇺🇸 NYSE
29.44%
🇩🇪 Xetra ETFs
3.67%
🇳🇱 Euronext Amsterdam
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
29.44%
🇬🇧 United Kingdom
28.34%
🇨🇿 Czech Republic
1.33%

Dividends

Dividend Yield

1.18%

7 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LMP.L (6.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BP.L	0.31%	4.43%	$0.23
LMP.L	0.26%	6.42%	$0.1
SSE.L	0.25%	2.56%	$0.6
RTX	0.18%	1.39%	$2.44
AZN.L	0.12%	1.58%	$2.28
UNH	0.06%	2.72%	$7.74
IDVY.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.8/10

Beta

0.89

0.8

1.2

Sharpe Ratio

0.94

0.5

1.5

Sortino Ratio

1.99

Jensen's Alpha

9.64

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

2.48

0.3

0.6

Beta

0.89

0.8

1.2

Sharpe Ratio

0.94

0.5

1.5

Sortino Ratio

1.99

Jensen's Alpha

9.64

-2

Omega Ratio

1.59

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

2.48

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.22

High:

BP.L

7,955.71

Low:

LMP.L

13.04

Details

PEG Ratio

80.11

High:

RTX

98.88

Low:

LMP.L

32.37

Details

Price/Book

1.83

High:

AZN.L

6.41

Low:

LMP.L

0.97

Details

Price/Sales

2.39

High:

LMP.L

10.11

Low:

BP.L

0.6

Details

Price/CF

18.38

High:

RTX

23.63

Low:

BP.L

3.58

Details

Price/FCF

41.73

High:

SSE.L

136.18

Low:

BP.L

14.12

Details

P/E Ratio

19.22

High:

BP.L

7,955.71

Low:

LMP.L

13.04

Details

PEG Ratio

80.11

High:

RTX

98.88

Low:

LMP.L

32.37

Details

Price/Book

1.83

High:

AZN.L

6.41

Low:

LMP.L

0.97

Details

Price/Sales

2.39

High:

LMP.L

10.11

Low:

BP.L

0.6

Details

Price/CF

18.38

High:

RTX

23.63

Low:

BP.L

3.58

Details

Price/FCF

41.73

High:

SSE.L

136.18

Low:

BP.L

14.12

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.88%	Feb 2025	Jun 2025	4
-7.73%	Jun 2022	Nov 2022	5
-7.11%	Aug 2023	Nov 2023	3
-6.6%	Jan 2024	Feb 2024	1
-6.45%	Dec 2024	Jan 2025	1
-5.28%	Aug 2024	Nov 2024	3
-4.65%	Apr 2024	Jul 2024	3
-2.76%	Mar 2026	-	2
-2.65%	Dec 2022	Jan 2023	1
-1.61%	May 2023	Jun 2023	1