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

+1.6%

This Month

+7%

Year To Date

+7%

2 Years

+7%

5 Years

+7%

10 Years

+125.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧬 Health Technology
23.27%
💵 Cash
14.58%
💰 Finance
7.79%
🍞 Consumer Non Durables
7.54%
🛠️ Producer Manufacturing
5.1%
⚡ Utilities
4.74%
💻 Electronic Technology
4.45%
🖥️ Technology Services
4.04%
🛍️ Retail Trade
3.84%
🚗 Consumer Durables
3.77%
💇‍♀️ Consumer Services
3.46%
🪨 Non Energy Minerals
3.21%
💼 Commercial Services
3.17%
🧪 Process Industries
2.99%
🏥 Health Services
2.29%
⛏️ Energy Minerals
2.28%
📦 Distribution Services
1.21%
📡 Communications
0.88%
🧩 Miscellaneous
0.78%
🏭 Industrial Services
0.69%
🚚 Transportation
0.63%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
28.28%
🇺🇸 Nasdaq
14.99%
🇦🇺 Sydney
12.61%
🇬🇧 LSE
10.35%
🇩🇪 FRA
4.29%
🇩🇰 Copenhagen Stock Exchange
3.07%
🇫🇷 Euronext Paris
2.95%
🇨🇭 SIX
2.08%
🇪🇸 Bolsa De Madrid
1.82%
🇳🇱 Euronext Amsterdam
1.42%
🇮🇹 Borsa Italiana
1.34%
🇫🇮 Helsinki Stock Exchange
0.87%
🇸🇪 Stockholm Stock Exchange
0.79%
🇧🇪 Euronext Brussels
0.68%
🇳🇴 Oslo Stock Exchange
0.59%

Countries Breakdown

Country
Total

🇺🇸 United States
40.58%
🇦🇺 Australia
11.96%
🇬🇧 United Kingdom
11.75%
🇩🇪 Germany
4.29%
🇩🇰 Denmark
3.07%
🇫🇷 France
2.23%
🇳🇱 Netherlands
2.14%
🇨🇭 Switzerland
2.08%
🇮🇪 Ireland
1.95%
🇪🇸 Spain
1.82%
🇮🇹 Italy
1.34%
🇫🇮 Finland
0.87%
🇸🇪 Sweden
0.79%
🇧🇪 Belgium
0.68%
🇳🇴 Norway
0.59%

Dividends

Dividend Yield

2.22%

93 out of 119 instruments pay dividend.

20 dividend payments in the next 30 days.

Highest Dividend: $LYB (11.88%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NHC.ASX	0.07%	8.81%	$0.38
LYB	0.06%	11.88%	$5.09
WPP.L	0.06%	9.24%	$0.39
DOW	0.05%	9.71%	$2.8
STLAP.PA	0.05%	7.42%	-
PFE	0.05%	6.97%	$1.66
TYRES.HE	0.05%	5.66%	$0.55
ARE	0.05%	6.88%	$5.02
BP.L	0.05%	5.94%	$0.23
UPS.RTH	0.05%	7.58%	$6.5
SYDB.CO	0.05%	5.2%	-
AES	0.05%	4.89%	$0.68
LMP.L	0.05%	6.39%	$0.1
SOLB.BR	0.04%	6.1%	-
KHC.RTH	0.04%	6.24%	$1.6
ANZ.ASX	0.04%	4.48%	$1.77
CPB	0.04%	5.03%	$1.48
VTRS	0.04%	4.66%	$0.48
BBY	0.04%	4.68%	$3.72
VOD.L	0.04%	4.34%	$0.08
TWE.ASX	0.04%	6.48%	$0.34
AGL.ASX	0.04%	5.42%	$0.49
P911.DE	0.04%	5.36%	$2.31
UTG.L	0.04%	6.19%	$0.35
SUN.ASX	0.04%	4.98%	$0.61
URW.PA	0.03%	3.88%	$2.5
ES	0.03%	4.08%	$2.78
NAB.ASX	0.03%	3.92%	$1.68
SWK	0.03%	4.76%	$3.24
TGT.RTH	0.03%	4.94%	$4.42
EVO.ST	0.03%	4.28%	$31.03
MRK	0.03%	3.76%	$3.04
GSK.L	0.03%	3.84%	$0.59
VNA.DE	0.03%	4.42%	$0.9
SAN.PA	0.03%	4.55%	$3.76
CLX	0.03%	4.11%	$4.8
PHIA.NV	0.03%	3.49%	-
PEP	0.03%	3.63%	$5.15
ROG.ZU	0.03%	3.47%	$9.6
DGE.L	0.03%	4.31%	$0.81
VEA.ASX	0.03%	3.86%	$0.16
SW	0.02%	3.78%	$1.18
SLB.RTH	0.02%	3.49%	$1.05
UNH	0.02%	2.37%	$7.74
GNC.ASX	0.02%	2.81%	$0.28
ITX.MC	0.02%	2.77%	$1.11
SPX.L	0.02%	2.45%	$1.6
REC.MI	0.02%	2.51%	$1.2
BDX	0.02%	2.18%	$3.76
AZN.L	0.02%	1.96%	$2.28
ACN.RTH	0.02%	2.51%	$4.99
PSON.L	0.02%	2.22%	$0.23
ARB.ASX	0.02%	1.9%	$0.64
IFF	0.02%	2.48%	$2.42
AZN	0.02%	1.83%	$1.42
STZ.RTH	0.02%	2.88%	$3.68
ANE.MC	0.02%	1.46%	$0.39
SHL.DE	0.01%	1.96%	$0.95
ELV	0.01%	1.91%	$6.22
MRK.DE	0.01%	1.96%	$2.2
ERIE	0.01%	1.73%	$5.01
IMCD.NV	0.01%	2.32%	$2.24
SOON.ZU	0.01%	2%	$4.3
COH.ASX	0.01%	1.49%	$3.75
IEX	0.01%	1.69%	$2.61
POOL	0.01%	1.67%	$4.5
IEL.ASX	0.01%	2.2%	$0.45
FCIT.L	0.01%	1.35%	$0.12
TOM.OL	0.01%	1.76%	$1.95
DIA.MI	0.01%	1.59%	$1.15
CHD	0.01%	1.33%	$1.11
GPN	0.01%	1.15%	$1
VIV.PA	0.01%	1.31%	$0.25
REH.ASX	0.01%	1.56%	$0.25
JD.L	0.01%	1.04%	$0.01
TFX	0.01%	1.04%	$1.36
ZBH	0.01%	0.93%	$0.96
A.US	0.01%	0.69%	$0.93
BEI.DE	0.01%	1.04%	$1
LONN.ZU	0.01%	0.73%	$4
PCG.RTH	0%	0.6%	$0.03
TECH	0%	0.51%	$0.32
DHR	0%	0.59%	$1.05
EIX	0%	5.74%	$3.04
BAYN.DE	0%	0.4%	$0.11
CL	0%	2.62%	$1.96
MRVL	0%	0.28%	$0.24
WST	0%	0.31%	$0.8
RVTY	0%	0.29%	$0.28
RBREW.CO	0%	2.97%	-
FANG	0%	2.76%	$9.26
PG	0%	2.75%	$3.83
GEHC	0%	0.19%	$0.12

Next Dividends

Stock	Type	Date	Pay Per Share
CLX	Ex-Dividend	Oct 22, 2025	$1.24
REH.ASX	Pay Day	Oct 22, 2025	$0.08
PG	Ex-Dividend	Oct 24, 2025	$1.06
GEHC	Ex-Dividend	Oct 24, 2025	$0.04
IEX	Pay Day	Oct 24, 2025	$0.71
STZ.RTH	Ex-Dividend	Oct 30, 2025	$1.02
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
MRVL	Pay Day	Oct 30, 2025	$0.06
DHR	Pay Day	Oct 31, 2025	$0.32
AES	Ex-Dividend	Oct 31, 2025	$0.18
EIX	Pay Day	Oct 31, 2025	$0.83
UTG.L	Pay Day	Oct 31, 2025	$0.17
ZBH	Pay Day	Oct 31, 2025	$0.24
ITX.MC	Pay Day	Nov 3, 2025	$0.92
CPB	Pay Day	Nov 3, 2025	$0.39
WPP.L	Pay Day	Nov 3, 2025	$0.10
CLX	Pay Day	Nov 6, 2025	$1.24
PFE	Ex-Dividend	Nov 7, 2025	$0.43
RVTY	Pay Day	Nov 7, 2025	$0.07
TGT.RTH	Ex-Dividend	Nov 12, 2025	$1.14
WST	Ex-Dividend	Nov 12, 2025	$0.22
STZ.RTH	Pay Day	Nov 13, 2025	$1.02
CL	Pay Day	Nov 14, 2025	$0.52
ACN.RTH	Pay Day	Nov 14, 2025	$1.63
AES	Pay Day	Nov 14, 2025	$0.18
SPX.L	Pay Day	Nov 14, 2025	$0.66
GEHC	Pay Day	Nov 14, 2025	$0.04
PG	Pay Day	Nov 17, 2025	$1.06
WST	Pay Day	Nov 19, 2025	$0.22
DOW	Ex-Dividend	Nov 28, 2025	$0.35
PFE	Pay Day	Dec 1, 2025	$0.43
TGT.RTH	Pay Day	Dec 1, 2025	$1.14
DGE.L	Pay Day	Dec 4, 2025	$0.84
DOW	Pay Day	Dec 12, 2025	$0.35

Performance Metrics

Score 6.7/10

Beta

0.14

0.8

1.2

Sharpe Ratio

0.96

0.5

1.5

Sortino Ratio

2.34

Jensen's Alpha

2.24

-2

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

2.84

0.75

1.25

Information Ratio

-1.11

-2

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.14

0.8

1.2

Sharpe Ratio

0.96

0.5

1.5

Sortino Ratio

2.34

Jensen's Alpha

2.24

-2

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

2.84

0.75

1.25

Information Ratio

-1.11

-2

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.2

High:

BP.L

157.87

Low:

MRVL

-677.51

Details

PEG Ratio

167.52

High:

NAB.ASX

3,817.79

Low:

MRVL

-757.82

Details

Price/Book

2.75

High:

90.67

Low:

DVA

-25.71

Details

Price/Sales

1.59

High:

RKLB.RTH

68.8

Low:

PRE.L

Details

Price/CF

10.24

High:

PNV.ASX

213.71

Low:

VOD.L

1.59

Details

Price/FCF

25.16

High:

PEP

5,253.35

Low:

VOD.L

2.86

Details