Portfolio of jotae77 on eToro

jotae77

🇪🇸 Diversified ETF 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

-0.39%

This Month

-7.27%

Year To Date

+1.13%

2 Years

+1.13%

5 Years

+1.13%

10 Years

+0.91%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.25%
🛍️ Retail Trade
20.63%
🖥️ Technology Services
18.99%
💇‍♀️ Consumer Services
12.47%
💵 Cash
12.12%
📊 ETFs
4.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.52%
🇺🇸 Nasdaq
26.82%
🇩🇪 Xetra ETFs
4.29%

Countries Breakdown

Country
Total

🇺🇸 United States
43.23%
🇨🇳 China
19.12%
🇮🇱 Israel
10.21%
🇱🇺 Luxembourg
8.79%

Dividends

Dividend Yield

1.07%

4 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QFIN (9.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QFIN	0.72%	9.56%	$1.06
ICE	0.15%	1.19%	$1.77
AJG	0.1%	1.17%	$2.3
BABA	0.09%	0.79%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.1/10

Beta

0.63

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.18

-1

Jensen's Alpha

-8.93

-9

4.5

Omega Ratio

0.41

1.5

2.5

Treynor Ratio

-0.25

-1

0.75

1.25

Information Ratio

-1.18

-2

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.18

-1

Jensen's Alpha

-8.93

-9

4.5

Omega Ratio

0.41

1.5

2.5

Treynor Ratio

-0.25

-1

0.75

1.25

Information Ratio

-1.18

-2

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.09

High:

AJG

39.25

Low:

QFIN

2.2

Details

PEG Ratio

357.83

High:

CMG

1,342.9

Low:

QFIN

5.59

Details

Price/Book

2.58

High:

CMG

16.92

Low:

QFIN

0.58

Details

Price/Sales

3.08

High:

CPRT

8.02

Low:

QFIN

0.74

Details

Price/CF

22.58

High:

AJG

34.9

Low:

QFIN

2.52

Details

Price/FCF

66.06

High:

BABA

1,196.17

Low:

GLOB

11.22

Details

P/E Ratio

21.09

High:

AJG

39.25

Low:

QFIN

2.2

Details

PEG Ratio

357.83

High:

CMG

1,342.9

Low:

QFIN

5.59

Details

Price/Book

2.58

High:

CMG

16.92

Low:

QFIN

0.58

Details

Price/Sales

3.08

High:

CPRT

8.02

Low:

QFIN

0.74

Details

Price/CF

22.58

High:

AJG

34.9

Low:

QFIN

2.52

Details

Price/FCF

66.06

High:

BABA

1,196.17

Low:

GLOB

11.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.56%	Feb 2026	-	2
-4.93%	Sep 2025	Jan 2026	4
-2.39%	Mar 2025	May 2025	2

Monthly Performance

Portfolio of jotae77 on eToro

jotae77

🇪🇸 Diversified ETF 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

-0.39%

This Month

-7.27%

Year To Date

+1.13%

2 Years

+1.13%

5 Years

+1.13%

10 Years

+0.91%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.25%
🛍️ Retail Trade
20.63%
🖥️ Technology Services
18.99%
💇‍♀️ Consumer Services
12.47%
💵 Cash
12.12%
📊 ETFs
4.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.52%
🇺🇸 Nasdaq
26.82%
🇩🇪 Xetra ETFs
4.29%

Countries Breakdown

Country
Total

🇺🇸 United States
43.23%
🇨🇳 China
19.12%
🇮🇱 Israel
10.21%
🇱🇺 Luxembourg
8.79%

Dividends

Dividend Yield

1.07%

4 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QFIN (9.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QFIN	0.72%	9.56%	$1.06
ICE	0.15%	1.19%	$1.77
AJG	0.1%	1.17%	$2.3
BABA	0.09%	0.79%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.1/10

Beta

0.63

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.18

-1

Jensen's Alpha

-8.93

-9

4.5

Omega Ratio

0.41

1.5

2.5

Treynor Ratio

-0.25

-1

0.75

1.25

Information Ratio

-1.18

-2

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.18

-1

Jensen's Alpha

-8.93

-9

4.5

Omega Ratio

0.41

1.5

2.5

Treynor Ratio

-0.25

-1

0.75

1.25

Information Ratio

-1.18

-2

0.3

0.6

Calmar Ratio

1,196.17

Low:

GLOB

11.22

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.56%	Feb 2026	-	2
-4.93%	Sep 2025	Jan 2026	4
-2.39%	Mar 2025	May 2025	2