Portfolio of kumarjun on eToro

kumarjun

🇬🇧 Stock Momentum Investor.

5 copiers.

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

Summary

+7.6%

This Month

-10.02%

Year To Date

-17.8%

2 Years

-53.35%

5 Years

-41.39%

10 Years

-9.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
24.15%
🖥️ Technology Services
22.45%
💻 Electronic Technology
22.35%
💵 Cash
9.59%
💰 Finance
7.6%
🛍️ Retail Trade
7.42%
⛏️ Energy Minerals
6.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
69.04%
🇺🇸 NYSE
21.63%

Countries Breakdown

Country
Total

🇺🇸 United States
83.35%
🇹🇼 Taiwan
7.32%

Dividends

Dividend Yield

0.4%

9 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EQT (1.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CEG	0.09%	0.54%	-
EQT	0.07%	1.1%	$0.62
MSFT	0.06%	0.84%	$3
AVGO	0.05%	0.61%	$19.7
TSM	0.05%	0.62%	$1.74
VST	0.04%	0.55%	$0.85
META	0.02%	0.31%	$1
GOOG	0.02%	0.25%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
EQT	Ex-Dividend	May 6, 2026	$0.17
MSFT	Ex-Dividend	May 21, 2026	$0.91
EQT	Pay Day	Jun 1, 2026	$0.17
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 2.5/10

Beta

0.59

0.8

1.2

Sharpe Ratio

-0.63

-1

0.5

1.5

Sortino Ratio

-0.78

-1

Jensen's Alpha

-17.08

-18

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-1.62

-2

0.75

1.25

Information Ratio

-1.37

-2

0.3

0.6

Calmar Ratio

-0.17

-1

0.3

0.6

Beta

0.59

0.8

1.2

Sharpe Ratio

-0.63

-1

0.5

1.5

Sortino Ratio

-0.78

-1

Jensen's Alpha

-17.08

-18

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-1.62

-2

0.75

1.25

Information Ratio

-1.37

-2

0.3

0.6

Calmar Ratio

-0.17

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

35.06

High:

AVGO

79.3

Low:

EQT

17.65

Details

PEG Ratio

71.11

High:

AMZN

120.57

Low:

EQT

2.54

Details

Price/Book

10.86

High:

NVDA

31.16

Low:

EQT

1.54

Details

Price/Sales

9.86

High:

AVGO

29.1

Low:

VST

3.26

Details

Price/CF

24.69

High:

AVGO

54.55

Low:

EQT

6.57

Details

Price/FCF

68.3

High:

AMZN

325.85

Low:

EQT

13.77

Details

P/E Ratio

35.06

High:

AVGO

79.3

Low:

EQT

17.65

Details

PEG Ratio

71.11

High:

AMZN

120.57

Low:

EQT

2.54

Details

Price/Book

10.86

High:

NVDA

31.16

Low:

EQT

1.54

Details

Price/Sales

9.86

High:

AVGO

29.1

Low:

VST

3.26

Details

Price/CF

24.69

High:

AVGO

54.55

Low:

EQT

6.57

Details

Price/FCF

68.3

High:

AMZN

325.85

Low:

EQT

13.77

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-58.23%	Nov 2021	-	54
-2.72%	Feb 2021	Aug 2021	6
-2.17%	Sep 2021	Oct 2021	1
-0.45%	Aug 2020	Jan 2021	5

Monthly Performance

Portfolio of kumarjun on eToro

kumarjun

🇬🇧 Stock Momentum Investor.

5 copiers.

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

Summary

+7.6%

This Month

-10.02%

Year To Date

-17.8%

2 Years

-53.35%

5 Years

-41.39%

10 Years

-9.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
24.15%
🖥️ Technology Services
22.45%
💻 Electronic Technology
22.35%
💵 Cash
9.59%
💰 Finance
7.6%
🛍️ Retail Trade
7.42%
⛏️ Energy Minerals
6.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
69.04%
🇺🇸 NYSE
21.63%

Countries Breakdown

Country
Total

🇺🇸 United States
83.35%
🇹🇼 Taiwan
7.32%

Dividends

Dividend Yield

0.4%

9 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EQT (1.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CEG	0.09%	0.54%	-
EQT	0.07%	1.1%	$0.62
MSFT	0.06%	0.84%	$3
AVGO	0.05%	0.61%	$19.7
TSM	0.05%	0.62%	$1.74
VST	0.04%	0.55%	$0.85
META	0.02%	0.31%	$1
GOOG	0.02%	0.25%	$0.2
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
EQT	Ex-Dividend	May 6, 2026	$0.17
MSFT	Ex-Dividend	May 21, 2026	$0.91
EQT	Pay Day	Jun 1, 2026	$0.17
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 2.5/10

Beta

0.59

0.8

1.2

Sharpe Ratio

-0.63

-1

0.5

1.5

Sortino Ratio

-0.78

-1

Jensen's Alpha

-17.08

-18

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-1.62

-2

0.75

1.25

Information Ratio

-1.37

-2

0.3

0.6

Calmar Ratio

-0.17

-1

0.3

0.6

Beta

0.59

0.8

1.2

Sharpe Ratio

-0.63

-1

0.5

1.5

Sortino Ratio

-0.78

-1

Jensen's Alpha

-17.08

-18

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-1.62

-2

0.75

1.25

Information Ratio

-1.37

-2

0.3

0.6

Calmar Ratio

AMZN

325.85

Low:

EQT

13.77

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-58.23%	Nov 2021	-	54
-2.72%	Feb 2021	Aug 2021	6
-2.17%	Sep 2021	Oct 2021	1
-0.45%	Aug 2020	Jan 2021	5