Portfolio of jwahli1980 on eToro

jwahli1980

🇨🇭 Multi-Strategy Stock Investor.

4 copiers.

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

Summary

+1.03%

Today

-0.7%

This Month

-20.21%

Year To Date

+13.22%

2 Years

+13.22%

5 Years

+8.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
27.03%
🖥️ Technology Services
25.24%
🍞 Consumer Non Durables
11.88%
📊 ETFs
9.78%
💻 Electronic Technology
8.58%
🧬 Health Technology
5.56%
💰 Finance
5.07%
🛍️ Retail Trade
2.16%
📡 Communications
1.92%
💵 Cash
1.05%
🪨 Non Energy Minerals
1.04%
🚗 Consumer Durables
0.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
35.73%
🇺🇸 NYSE
34.63%
🌍 Digital Currency
27.03%
🇩🇪 FRA
0.94%
🇫🇷 Euronext Paris
0.3%

Countries Breakdown

Country
Total

🇺🇸 United States
56.35%
🇹🇼 Taiwan
3.2%
🇨🇦 Canada
1.04%
🇩🇪 Germany
0.94%
🇫🇷 France
0.3%

Dividends

Dividend Yield

1.04%

25 out of 77 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $F (7.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.37%	6.95%	$3.92
T	0.08%	4.09%	$1.11
KO	0.07%	2.69%	$1.89
ADC	0.07%	3.82%	$2.96
ABBV	0.06%	3.69%	$6.06
DLR	0.06%	3.24%	$4.88
IVV	0.04%	1.38%	-
TSM	0.04%	1.35%	$1.74
QQQ	0.03%	0.64%	-
PFE	0.03%	7.63%	$1.66
VNQ	0.03%	4.01%	-
F	0.03%	7.79%	$0.78
URA	0.02%	3.36%	-
COKE	0.02%	0.56%	$2
LLY	0.01%	0.64%	$4.86
QCOM	0.01%	2.49%	$3.25
MSFT	0.01%	0.88%	$3
ORCL	0.01%	1.32%	$1.6
MC.PA	0.01%	2.68%	$13
GOOG	0.01%	0.52%	$0.2
BEI.DE	0.01%	0.84%	$1
META	0.01%	0.4%	$1
V	0.01%	0.67%	$2.01
CCJ	0%	0.27%	$0.09
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BEI.DE	Ex-Dividend	Apr 22, 2025	$1.14
ORCL	Pay Day	Apr 23, 2025	$0.50
BEI.DE	Pay Day	Apr 24, 2025	$1.14
MC.PA	Ex-Dividend	Apr 24, 2025	$8.54
QQQ	Pay Day	Apr 24, 2025	$-
COKE	Ex-Dividend	Apr 25, 2025	$2.50
MC.PA	Pay Day	Apr 28, 2025	$8.54
MO	Pay Day	Apr 30, 2025	$1.02
ADC	Ex-Dividend	Apr 30, 2025	$0.26
T	Pay Day	May 1, 2025	$0.28
COKE	Pay Day	May 9, 2025	$2.50
ADC	Pay Day	May 14, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
ABBV	Pay Day	May 15, 2025	$1.64
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
QCOM	Pay Day	Jun 26, 2025	$0.89
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 2.4/10

Beta

2.07

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-15.04

-16

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.31

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

2.07

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.37

Jensen's Alpha

-15.04

-16

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.31

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.6

High:

PLTR

495.93

Low:

CERT

-187.67

Details

PEG Ratio

140.62

High:

ADC

839.74

Low:

IOT

-281.04

Details

Price/Book

9.53

High:

ABBV

91.84

Low:

-43.94

Details

Price/Sales

7.17

High:

MSTR

151.67

Low:

CRBP

Details

Price/CF

24.18

High:

MSTR

7,511.07

Low:

2.58

Details