Portfolio of joselinmj7 on eToro

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Portfolio of joselinmj7 on eToro

joselinmj7

🇬🇧 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

-0.17%

This Month

+5%

Year To Date

+66.39%

2 Years

+135%

5 Years

+97.71%

10 Years

+9.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
63.88%
🖥️ Technology Services
9.54%
💰 Finance
5.81%
🚗 Consumer Durables
5.81%
🧬 Health Technology
3.31%
🪨 Non Energy Minerals
2.04%
💇‍♀️ Consumer Services
2.02%
🍞 Consumer Non Durables
1.75%
🛍️ Retail Trade
1.63%
👥 Copy Trading
1.4%
🛠️ Producer Manufacturing
1.35%
🧪 Process Industries
0.8%
📊 ETFs
0.42%
💼 Commercial Services
0.23%
💵 Cash
0.01%
🪙 Cryptocurrencies
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.37%
🇬🇧 LSE
29.15%
🇺🇸 NYSE
21.14%
🇳🇱 Euronext Amsterdam
2.66%
🇩🇪 FRA
1.62%
🇮🇹 Borsa Italiana
0.81%
🇫🇷 Euronext Paris
0.81%
🇺🇸 Chicago Board Options Exchange
0.42%
🌍 Digital Currency
0%

Countries Breakdown

Country
Total

🇺🇸 United States
61.08%
🇬🇧 United Kingdom
29.15%
🇳🇱 Netherlands
2.66%
🇩🇪 Germany
1.62%
🇪🇸 Spain
1.1%
🇨🇳 China
0.89%
🇮🇹 Italy
0.81%
🇫🇷 France
0.81%
🇮🇪 Ireland
0.64%
🇮🇱 Israel
0.4%
🇯🇵 Japan
0.25%
🇨🇦 Canada
0.15%

Dividends

Dividend Yield

0.69%

36 out of 66 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $KHC (6.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RR.L	0.2%	0.76%	-
AV.L	0.05%	5.58%	$0.33
DELL	0.04%	1.71%	$1.63
MS	0.04%	2.27%	$3.4
QCOM	0.04%	2.44%	$3.25
JPM	0.04%	1.92%	$4.4
TAP	0.03%	4.01%	$1.7
BA.L	0.03%	1.72%	$0.3
SON	0.02%	3.8%	$2.05
F	0.02%	4.16%	$0.78
KHC	0.02%	6.53%	$1.6
DGE.L	0.02%	4.97%	$0.81
ASML.NV	0.02%	0.58%	$6.1
SAN	0.02%	1.4%	$0.13
PAH3.DE	0.01%	5.29%	$2.56
INTU	0.01%	1.18%	$3.6
LLY	0.01%	0.61%	$4.86
JKS	0.01%	4.71%	$1.48
LDO.MI	0.01%	0.9%	$0.28
PSN.L	0.01%	3.93%	$0.6
MU	0.01%	0.11%	$0.46
ALLY	0.01%	2.89%	$1.2
SAF.PA	0.01%	0.84%	$2.2
MRVL	0.01%	0.3%	$0.24
ENR.DE	0.01%	0.41%	-
META	0.01%	0.32%	$1
WDC	0%	0.15%	-
Magnificent-7	0%	0.28%	-
MMS	0%	1.66%	$1.18
RGLD	0%	0.64%	$1.58
JACK	0%	2.61%	$1.76
KRO	0%	3.4%	$0.76
GE	0%	0.45%	$0.44
NVDA	0%	0.02%	$0.02
JD.L	0%	1.24%	$0.01
SONY	0%	0.49%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.5/10

Beta

1.02

1.02

0

0.8

1.2

0

2

Sharpe Ratio

0.34

0.34

0

0.5

1

1.5

1.5

Sortino Ratio

0.63

0.63

0

1

2

3

3

Jensen's Alpha

7.67

7.67

-2

0

2

8

8

Omega Ratio

1.19

1.19

0

1

1.5

2.5

2.5

Treynor Ratio

1.47

1.47

0

0.75

1.25

2

2

Information Ratio

0.15

0.15

0

0.3

0.6

1

1

Calmar Ratio

0.14

0.14

0

0.3

0.6

1

1

Beta

1.02

1.02

0

0.8

1.2

0

2

Sharpe Ratio

0.34

0.34

0

0.5

1

1.5

1.5

Sortino Ratio

0.63

0.63

0

1

2

3

3

Jensen's Alpha

7.67

7.67

-2

0

2

8

8

Omega Ratio

1.19

1.19

0

1

1.5

2.5

2.5

Treynor Ratio

1.47

1.47

0

0.75

1.25

2

2

Information Ratio

0.15

0.15

0

0.3

0.6

1

1

Calmar Ratio

0.14

0.14

0

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

43.86

High:

TWLO

600.3

Low:

MDB

-357.13

Details

PEG Ratio

113.94

High:

ATI

1,219.09

Low:

MDB

-521.57

Details

Price/Book

19.7

High:

RR.L

46

Low:

DELL

-31.44

Details

Price/Sales

13.5

High:

NVDA

25.58

Low:

JKS

0.15

Details

Price/CF

35.06

High:

PSN.L

391.34

Low:

F

2.59

Details

Price/FCF

50.08

High:

LLY

282.99

Low:

JD.L

5.39

Details

P/E Ratio

43.86

High:

TWLO

600.3

Low:

MDB

-357.13

Details

PEG Ratio

113.94

High:

ATI

1,219.09

Low:

MDB

-521.57

Details

Price/Book

19.7

High:

RR.L

46

Low:

DELL

-31.44

Details

Price/Sales

13.5

High:

NVDA

25.58

Low:

JKS

0.15

Details

Price/CF

35.06

High:

PSN.L

391.34

Low:

F

2.59

Details

Price/FCF

50.08

High:

LLY

282.99

Low:

JD.L

5.39

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-61.42%	May 2018	Jun 2021	37
-44.39%	Mar 2018	Apr 2018	1
-34.01%	Dec 2021	Dec 2023	24
-8.68%	Feb 2025	May 2025	3
-7.48%	Jul 2021	Oct 2021	3
-6.98%	Nov 2025	Feb 2026	3
-3.82%	Apr 2024	May 2024	1
-2.39%	Dec 2024	Jan 2025	1
-1.1%	Jan 2024	Feb 2024	1
-1.1%	Oct 2024	Nov 2024	1
-0.17%	Mar 2026	-	1

Monthly Performance