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

-0.02%

Today

+0.87%

This Month

+3.27%

Year To Date

+3.27%

2 Years

+3.27%

5 Years

+8.03%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
35.64%
🧬 Health Technology
18.65%
💰 Finance
5.78%
💻 Electronic Technology
4.03%
🛠️ Producer Manufacturing
3.87%
🖥️ Technology Services
3.77%
⚡ Utilities
3.73%
🛍️ Retail Trade
3.67%
🍞 Consumer Non Durables
3.07%
🚗 Consumer Durables
2.92%
⛏️ Energy Minerals
2.56%
🧪 Process Industries
2.1%
🏥 Health Services
1.93%
🪨 Non Energy Minerals
1.82%
💼 Commercial Services
1.5%
📦 Distribution Services
1.29%
💇‍♀️ Consumer Services
1.19%
📡 Communications
0.86%
🧩 Miscellaneous
0.76%
🚚 Transportation
0.72%
🏭 Industrial Services
0.71%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
17.07%
🇦🇺 Sydney
10.82%
🇺🇸 Nasdaq
10.72%
🇬🇧 LSE
6.69%
🇩🇪 FRA
4.35%
🇩🇰 Copenhagen Stock Exchange
3.15%
🇫🇷 Euronext Paris
2.11%
🇨🇭 SIX
2.05%
🇪🇸 Bolsa De Madrid
1.75%
🇮🇹 Borsa Italiana
1.47%
🇳🇱 Euronext Amsterdam
1.44%
🇸🇪 Stockholm Stock Exchange
0.91%
🇫🇮 Helsinki Stock Exchange
0.86%
🇧🇪 Euronext Brussels
0.79%
🇳🇴 Oslo Stock Exchange
0.75%

Countries Breakdown

Country
Total

🇺🇸 United States
26.12%
🇦🇺 Australia
10.03%
🇬🇧 United Kingdom
7.39%
🇩🇪 Germany
4.35%
🇩🇰 Denmark
3.15%
🇳🇱 Netherlands
2.07%
🇨🇭 Switzerland
2.05%
🇪🇸 Spain
1.75%
🇮🇪 Ireland
1.56%
🇫🇷 France
1.47%
🇮🇹 Italy
1.47%
🇸🇪 Sweden
0.91%
🇫🇮 Finland
0.86%
🇧🇪 Belgium
0.79%
🇳🇴 Norway
0.75%
🇧🇲 Bermuda
0.14%
🇯🇵 Japan
0.07%

Dividends

Dividend Yield

1.67%

81 out of 103 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $NHC.ASX (9.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NHC.ASX	0.08%	9.6%	$0.38
STLAP.PA	0.05%	8.6%	-
PFE	0.05%	7.05%	$1.66
TYRES.HE	0.05%	5.77%	$0.55
BP.L	0.05%	6.09%	$0.23
SYDB.CO	0.05%	5.71%	-
UPS	0.05%	6.61%	$6.5
AES	0.05%	5.12%	$0.68
LMP.L	0.05%	6.18%	$0.1
SOLB.BR	0.04%	5.82%	-
ANZ.ASX	0.04%	5.59%	$1.77
VEA.ASX	0.04%	4.71%	$0.16
CPB	0.04%	5%	$1.48
VOD.L	0.04%	4.54%	$0.08
BBY	0.04%	5.71%	$3.72
P911.DE	0.04%	5.55%	$2.31
SUN.ASX	0.04%	4.94%	$0.61
URW.PA	0.04%	4.31%	$2.5
NAB.ASX	0.03%	4.58%	$1.68
ES	0.03%	4.48%	$2.78
TGT	0.03%	4.42%	$4.42
EVO.ST	0.03%	3.66%	$31.03
MIN.ASX	0.03%	3.63%	$0.9
MRK	0.03%	4.03%	$3.04
GSK.L	0.03%	4.63%	$0.59
VNA.DE	0.03%	4.27%	$0.9
SAN.PA	0.03%	4.77%	$3.76
PHIA.NV	0.03%	4.04%	-
DGE.L	0.03%	4.2%	$0.81
ROG.ZU	0.03%	3.82%	$9.6
SLB	0.02%	3.34%	$1.05
GNC.ASX	0.02%	3.26%	$0.28
UNH	0.02%	3.02%	$7.74
SW	0.02%	3.23%	$1.18
ITX.MC	0.02%	3.25%	$1.11
SPX.L	0.02%	2.71%	$1.6
REC.MI	0.02%	2.43%	$1.2
AZN.L	0.02%	2.4%	$2.28
ARB.ASX	0.02%	2.05%	$0.64
AZN	0.02%	2.21%	$1.42
ANE.MC	0.02%	1.43%	$0.39
STZ	0.02%	2.42%	$3.68
SHL.DE	0.01%	2.08%	$0.95
ELV	0.01%	2.45%	$6.22
IEL.ASX	0.01%	4.96%	$0.45
MRK.DE	0.01%	2.03%	$2.2
IMCD.NV	0.01%	1.93%	$2.24
SOON.ZU	0.01%	1.91%	$4.3
COH.ASX	0.01%	1.37%	$3.75
POOL	0.01%	1.62%	$4.5
REH.ASX	0.01%	1.86%	$0.25
TOM.OL	0.01%	1.53%	$1.95
DIA.MI	0.01%	1.35%	$1.15
FCIT.L	0.01%	1.08%	$0.12
JD.L	0.01%	1.17%	$0.01
TFX	0.01%	1.24%	$1.36
BEI.DE	0.01%	0.93%	$1
LONN.ZU	0.01%	0.72%	$4
TECH	0%	0.64%	$0.32
DHR	0%	0.63%	$1.05
EIX	0%	6.41%	$3.04
ORSTED.CO	0%	0.46%	-
BAYN.DE	0%	0.4%	$0.11
EG	0%	2.42%	$7.25
CL	0%	2.35%	$1.96
WDP.BR	0%	4%	$0.78
MRVL	0%	0.33%	$0.24
WST	0%	0.4%	$0.8
NHY.OL	0%	3.51%	$2.5
CLX	0%	3.86%	$4.8
FANG	0%	3.75%	$9.26
RVTY	0%	0.31%	$0.28
RBREW.CO	0%	2.92%	-
PG	0%	2.66%	$3.83
MUFG	0%	2.61%	$0.23
GEHC	0%	0.18%	$0.12
BDX	0%	2.32%	$3.76
ERIE	0%	1.52%	$5.01
HUM	0%	1.58%	$3.54
MSI	0%	1.01%	$3.82
COO	0%	0.01%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Jul 25, 2025	$0.43
HUM	Pay Day	Jul 25, 2025	$0.88
DHR	Pay Day	Jul 25, 2025	$0.32
GEHC	Ex-Dividend	Jul 25, 2025	$0.04
STZ	Ex-Dividend	Jul 30, 2025	$1.02
WST	Ex-Dividend	Jul 30, 2025	$0.21
EIX	Pay Day	Jul 31, 2025	$0.83
MRVL	Pay Day	Jul 31, 2025	$0.06
AES	Ex-Dividend	Aug 1, 2025	$0.18
VOD.L	Pay Day	Aug 1, 2025	$0.02
CPB	Pay Day	Aug 4, 2025	$0.39
WST	Pay Day	Aug 6, 2025	$0.21
RVTY	Pay Day	Aug 8, 2025	$0.07
TGT	Ex-Dividend	Aug 13, 2025	$1.14
STZ	Pay Day	Aug 14, 2025	$1.02
PG	Pay Day	Aug 15, 2025	$1.06
CL	Pay Day	Aug 15, 2025	$0.52
AES	Pay Day	Aug 15, 2025	$0.18
GEHC	Pay Day	Aug 15, 2025	$0.04
TGT	Pay Day	Sep 1, 2025	$1.14
PFE	Pay Day	Sep 2, 2025	$0.43
SLB	Ex-Dividend	Sep 3, 2025	$0.28
ELV	Ex-Dividend	Sep 10, 2025	$1.71
ELV	Pay Day	Sep 25, 2025	$1.71
SLB	Pay Day	Oct 9, 2025	$0.28
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
ITX.MC	Pay Day	Nov 3, 2025	$0.92

Performance Metrics

Score 6/10

Beta

0.18

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.67

Jensen's Alpha

1.26

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.18

0.8

1.2

Sharpe Ratio

0.89

0.5

1.5

Sortino Ratio

1.67

Jensen's Alpha

1.26

-2

4.5

Omega Ratio

0.75

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

-0.44

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.3

High:

PNV.ASX

143.02

Low:

CRL

-230.45

Details

PEG Ratio

282.95

High:

NAB.ASX

3,337.89

Low:

MRVL

-254.68

Details

Price/Book

2.49

High:

CLX

577.79

Low:

DVA

-40.34

Details

Price/Sales

1.46

High:

ZEAL.CO

443.37

Low:

VEA.ASX

0.12

Details

Price/CF

10.73

High:

PNV.ASX

337.98

Low:

VOD.L

1.59

Details

Price/FCF

26.66

High:

COH.ASX

3,068.1

Low:

VOD.L

2.86

Details