Portfolio of stefaniejonas on eToro

stefaniejonas

🇬🇧 Stock Quant Investor.

1 copier.

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

Summary

+0.93%

This Month

+6.44%

Year To Date

+14.35%

2 Years

+14.35%

5 Years

+14.35%

10 Years

+14.35%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
19.73%
🍞 Consumer Non Durables
19.28%
🧬 Health Technology
13.47%
💰 Finance
6.05%
💻 Electronic Technology
5.62%
🧪 Process Industries
5.02%
🖥️ Technology Services
3.26%
🛍️ Retail Trade
2.95%
💇‍♀️ Consumer Services
2.86%
🛠️ Producer Manufacturing
2.77%
💼 Commercial Services
2.67%
🏥 Health Services
2.23%
📡 Communications
2.13%
🚗 Consumer Durables
1.83%
⚡ Utilities
1.81%
🚚 Transportation
1.79%
📦 Distribution Services
1.55%
🏭 Industrial Services
1.51%
🧩 Miscellaneous
1.18%
⛏️ Energy Minerals
1%
🪨 Non Energy Minerals
0.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
26.27%
🇺🇸 Nasdaq
13.79%
🇬🇧 LSE
12.44%
🇦🇺 Sydney
9.67%
🇫🇷 Euronext Paris
3.9%
🇧🇪 Euronext Brussels
2.3%
🇫🇮 Helsinki Stock Exchange
2.03%
🇳🇱 Euronext Amsterdam
1.56%
🇩🇪 FRA
1.42%
🇪🇸 Bolsa De Madrid
1.34%
🇨🇭 SIX
1.16%
🇮🇹 Borsa Italiana
0.97%
🇭🇰 Hong Kong Exchanges
0.79%
🇩🇰 Copenhagen Stock Exchange
0.79%
🇵🇹 Euronext Lisbon
0.63%
🇳🇴 Oslo Stock Exchange
0.49%

Countries Breakdown

Country
Total

🇺🇸 United States
35.93%
🇬🇧 United Kingdom
15.94%
🇦🇺 Australia
8.66%
🇫🇷 France
3.53%
🇧🇪 Belgium
2.3%
🇫🇮 Finland
2.03%
🇨🇭 Switzerland
1.88%
🇩🇪 Germany
1.42%
🇪🇸 Spain
1.34%
🇳🇿 New Zealand
1.01%
🇮🇪 Ireland
0.98%
🇮🇹 Italy
0.97%
🇳🇱 Netherlands
0.86%
🇨🇳 China
0.79%
🇩🇰 Denmark
0.79%
🇵🇹 Portugal
0.63%
🇳🇴 Norway
0.49%

Dividends

Dividend Yield

2.46%

95 out of 116 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $BAP.ASX (25.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RI.PA	0.08%	7.44%	$4.7
GIS	0.07%	6.63%	$2.36
VALMT.HE	0.06%	6.02%	$1.34
IMB.L	0.06%	5.83%	$1.49
CAG	0.06%	9.52%	$1.4
KMB	0.05%	4.69%	$4.8
T.US	0.05%	4.82%	$1.11
RKT.L	0.05%	4.27%	$1.93
TEP.PA	0.05%	8.29%	$3.85
TAP	0.05%	4.68%	$1.7
BP.L	0.05%	4.6%	$0.23
LYB	0.05%	6.58%	$5.09
KEMIRA.HE	0.04%	4.48%	-
LMP.L	0.04%	6.42%	$0.1
BAR.BR	0.04%	4.81%	-
AMCR	0.04%	6.02%	$0.5
ANZ.ASX	0.04%	4.65%	$1.77
SEK.ASX	0.04%	3.57%	$0.42
III.L	0.04%	3.3%	$0.4
KHC	0.04%	6.2%	$1.6
UNA.NV	0.04%	3.58%	-
AGL.ASX	0.04%	5.92%	$0.49
TWE.ASX	0.04%	8.57%	$0.34
SOLB.BR	0.04%	6.51%	-
CPB	0.04%	7.11%	$1.48
VTRS	0.04%	2.82%	$0.48
ENT.L	0.04%	3.56%	$0.18
BAP.ASX	0.04%	25.41%	$0.21
DOW	0.03%	4.56%	$2.8
BXB.ASX	0.03%	3.4%	$0.45
HIK.L	0.03%	3.97%	$0.57
UTG.L	0.03%	6.35%	$0.35
COR.LS	0.03%	5.32%	-
SWK	0.03%	3.78%	$3.24
HRL	0.03%	4.67%	$1.12
KVUE	0.03%	4.36%	$0.8
ARE	0.03%	7.04%	$5.02
SAN.PA	0.03%	5.36%	$3.76
VNA.DE	0.03%	5.97%	$0.9
CLX	0.03%	5.2%	$4.8
A2M.ASX	0.03%	2.8%	-
PEP	0.03%	4.24%	$5.15
KR	0.03%	2.52%	$1.16
GNC.ASX	0.03%	5.35%	$0.28
AENA.MC	0.03%	3.36%	$6.2
SW	0.03%	4.05%	$1.18
CTEC.L	0.03%	2.49%	$0.05
WPP.L	0.02%	5.45%	$0.39
SUN.ASX	0.02%	3.42%	$0.61
KDP	0.02%	3.04%	$0.86
TMUS	0.02%	2.16%	$1.95
SLB	0.02%	2.45%	$1.05
UNH	0.02%	2.08%	$7.74
COLR.BR	0.02%	2.53%	$0.98
DGE.L	0.02%	3.98%	$0.81
MKC	0.02%	3.63%	$1.62
REA.ASX	0.02%	1.63%	$1.7
CSL.ASX	0.02%	3.6%	$3.81
BDX	0.02%	2.75%	$3.76
ACN	0.02%	4.67%	$4.99
ARB.ASX	0.02%	3.89%	$0.64
PSON.L	0.02%	2.08%	$0.23
MRO.L	0.02%	1.5%	$0.05
IFF	0.01%	2.12%	$2.42
STZ	0.01%	3.12%	$3.68
SHL.DE	0.01%	2.9%	$0.95
CLNX.MC	0.01%	2.43%	$0.06
ERIE	0.01%	2.73%	$5.01
AMP.MI	0.01%	2.68%	$0.29
SOON.ZU	0.01%	2.22%	$4.3
COH.ASX	0.01%	3.82%	$3.75
IEX	0.01%	1.31%	$2.61
POOL	0.01%	2.59%	$4.5
RMS.PA	0.01%	1.07%	$25
TOM.OL	0.01%	2.1%	$1.95
IMCD.NV	0.01%	2.03%	$2.24
960.HK	0.01%	1.19%	-
DIA.MI	0.01%	1.94%	$1.15
JD.L	0.01%	1.38%	$0.01
CHD	0.01%	1.26%	$1.11
GPN	0.01%	1.27%	$1
VIV.PA	0.01%	2.11%	$0.25
PCG	0.01%	0.97%	$0.03
ZBH	0.01%	1.09%	$0.96
IEL.ASX	0.01%	3.72%	$0.45
A.US	0.01%	0.76%	$0.93
LONN.ZU	0.01%	0.93%	$4
BEI.DE	0.01%	1.3%	$1
DHR	0%	0.81%	$1.05
WST	0%	0.25%	$0.8
RVTY	0%	0.26%	$0.28
PG	0%	2.85%	$3.83
CL	0%	2.31%	$1.96
GEHC	0%	0.23%	$0.12
ELV	0%	1.8%	$6.22

Next Dividends

Stock	Type	Date	Pay Per Share
RI.PA	Pay Day	Jul 24, 2026	$2.77
III.L	Pay Day	Jul 24, 2026	$0.65
DHR	Pay Day	Jul 31, 2026	$0.40
JD.L	Pay Day	Jul 31, 2026	$0.01
ZBH	Pay Day	Jul 31, 2026	$0.24
CPB	Pay Day	Aug 3, 2026	$0.39
RVTY	Pay Day	Aug 7, 2026	$0.07
HRL	Pay Day	Aug 17, 2026	$0.29
IMB.L	Ex-Dividend	Aug 20, 2026	$0.56
IMB.L	Pay Day	Sep 30, 2026	$0.56
VALMT.HE	Ex-Dividend	Sep 30, 2026	$0.79
KEMIRA.HE	Ex-Dividend	Oct 5, 2026	$0.45
VALMT.HE	Pay Day	Oct 7, 2026	$0.79
KEMIRA.HE	Pay Day	Oct 13, 2026	$0.45

Performance Metrics

Score 3.7/10

Beta

0.43

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

-2.47

-3

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

0.84

0.75

1.25

Information Ratio

-0.96

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

0.43

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

-2.47

-3

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

0.84

0.75

1.25

Information Ratio

-0.96

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.37

High:

ARM

382.08

Low:

-286.09

Details

PEG Ratio

1,879.15

High:

DHR

76,940

Low:

RKLB

-1,227.64

Details

Price/Book

3.03

High:

509.02

Low:

CLX

-174.27

Details

Price/Sales

1.65

High:

RKLB

72.2

Low:

PRE.L

Details

Price/CF

12.3

High:

VIV.PA

112.11

Low:

CHTR

1.7

Details

Price/FCF

29.74

High:

CLNX.MC

6,956.36

Low:

ZEAL.CO

3.29

Details