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

-3.5%

This Month

+7.94%

Year To Date

+15.97%

2 Years

+15.97%

5 Years

+15.97%

10 Years

+15.97%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
21.83%
🍞 Consumer Non Durables
17.71%
🧬 Health Technology
10.85%
🖥️ Technology Services
7.19%
💻 Electronic Technology
5.12%
💰 Finance
4.54%
💼 Commercial Services
4.12%
💇‍♀️ Consumer Services
3.75%
🛍️ Retail Trade
3.16%
📡 Communications
3.04%
🧪 Process Industries
2.95%
🚗 Consumer Durables
2.39%
🏭 Industrial Services
2.39%
🛠️ Producer Manufacturing
2.15%
🚚 Transportation
1.77%
📦 Distribution Services
1.73%
⚡ Utilities
1.57%
🧩 Miscellaneous
1.25%
🏥 Health Services
1.11%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
17.23%
🇺🇸 Nasdaq
14.59%
🇦🇺 Sydney
12.06%
🇬🇧 LSE
8.68%
🇭🇰 Hong Kong Exchanges
5.96%
🇫🇷 Euronext Paris
4.27%
🇳🇱 Euronext Amsterdam
2.58%
🇫🇮 Helsinki Stock Exchange
2.32%
🇧🇪 Euronext Brussels
2.24%
🇩🇪 FRA
1.35%
🇪🇸 Bolsa De Madrid
1.35%
🇨🇭 SIX
1.22%
🇮🇹 Borsa Italiana
1.08%
🇩🇰 Copenhagen Stock Exchange
0.73%
🇵🇹 Euronext Lisbon
0.67%
🇳🇴 Oslo Stock Exchange
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
28.74%
🇬🇧 United Kingdom
11.69%
🇦🇺 Australia
11.12%
🇨🇳 China
4.11%
🇫🇷 France
3.33%
🇳🇱 Netherlands
2.44%
🇫🇮 Finland
2.32%
🇧🇪 Belgium
2.24%
🇨🇭 Switzerland
1.92%
🇭🇰 Hong Kong
1.85%
🇩🇪 Germany
1.35%
🇪🇸 Spain
1.35%
🇮🇹 Italy
1.08%
🇳🇿 New Zealand
0.94%
🇩🇰 Denmark
0.73%
🇵🇹 Portugal
0.67%
🇮🇪 Ireland
0.46%
🇳🇴 Norway
0.44%

Dividends

Dividend Yield

2.7%

84 out of 109 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $01114.HK (28.25%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
01114.HK	0.25%	28.25%	-
LLC.ASX	0.08%	9.23%	$0.18
RI.PA	0.08%	7.85%	$4.7
GIS	0.07%	6.87%	$2.36
06862.HK	0.07%	8.12%	$0.82
HVN.ASX	0.06%	7%	$0.22
788.HK	0.06%	6.59%	$0.04
VALMT.HE	0.06%	4.76%	$1.34
IMB.L	0.06%	6.61%	$1.49
CCI	0.06%	5.83%	$6.26
CAG	0.06%	9.5%	$1.4
KMB	0.05%	5.18%	$4.8
T.US	0.05%	4.36%	$1.11
WOR.ASX	0.05%	5.12%	$0.5
RKT.L	0.05%	4.28%	$1.93
TEP.PA	0.05%	6.42%	$3.85
TAP	0.05%	5.06%	$1.7
KEMIRA.HE	0.04%	4.35%	-
BAR.BR	0.04%	5.1%	-
AMCR	0.04%	6.23%	$0.5
SEK.ASX	0.04%	4.03%	$0.42
AGL.ASX	0.04%	6.04%	$0.49
III.L	0.04%	3.11%	$0.4
TWE.ASX	0.04%	7.42%	$0.34
KHC	0.04%	6.57%	$1.6
UNA.NV	0.04%	3.54%	-
SOLB.BR	0.04%	6.79%	-
CPB	0.04%	7.87%	$1.48
BAP.ASX	0.04%	11.51%	$0.21
ENT.L	0.04%	4.1%	$0.18
BXB.ASX	0.04%	3.48%	$0.45
UMG.NV	0.03%	3.5%	$0.51
HIK.L	0.03%	3.87%	$0.57
UTG.L	0.03%	7.33%	$0.35
COR.LS	0.03%	5.02%	-
KVUE	0.03%	4.76%	$0.8
HRL	0.03%	5.71%	$1.12
ARE	0.03%	6.56%	$5.02
SAN.PA	0.03%	5.58%	$3.76
VNA.DE	0.03%	7.2%	$0.9
CLX	0.03%	5.82%	$4.8
ZTS	0.03%	2.93%	$1.67
GNC.ASX	0.03%	4.22%	$0.28
KR	0.03%	2.42%	$1.16
AENA.MC	0.03%	3.36%	$6.2
CTEC.L	0.02%	2.48%	$0.05
WPP.L	0.02%	3.83%	$0.39
A2M.ASX	0.02%	2.64%	-
SUN.ASX	0.02%	3.42%	$0.61
KDP	0.02%	3.01%	$0.86
TMUS	0.02%	2.47%	$1.95
1318.HK	0.02%	2.91%	-
6055.HK	0.02%	2.16%	$0.32
COLR.BR	0.02%	2.49%	$0.98
DGE.L	0.02%	3.85%	$0.81
MKC	0.02%	3.87%	$1.62
REA.ASX	0.02%	1.67%	$1.7
CSL.ASX	0.02%	2.36%	$3.81
ARB.ASX	0.02%	3.84%	$0.64
ACN	0.02%	3.48%	$4.99
MRO.L	0.02%	1.46%	$0.05
STZ	0.01%	3.46%	$3.68
SHL.DE	0.01%	2.64%	$0.95
CLNX.MC	0.01%	2.39%	$0.06
ERIE	0.01%	2.45%	$5.01
AMP.MI	0.01%	2.48%	$0.29
COH.ASX	0.01%	3.06%	$3.75
SOON.ZU	0.01%	1.96%	$4.3
POOL	0.01%	3.01%	$4.5
RMS.PA	0.01%	1.34%	$25
TOM.OL	0.01%	2.33%	$1.95
IMCD.NV	0.01%	1.92%	$2.24
960.HK	0.01%	1.41%	-
DIA.MI	0.01%	1.69%	$1.15
VIV.PA	0.01%	2.6%	$0.25
PCG	0.01%	1.36%	$0.03
IEL.ASX	0.01%	3.67%	$0.45
LONN.ZU	0.01%	0.9%	$4
BEI.DE	0.01%	1.32%	$1
PG	0%	2.92%	$3.83
CL	0%	2.44%	$1.96
GEHC	0%	0.21%	$0.12
BDX	0%	2.32%	$3.76
ELV	0%	1.69%	$6.22

Next Dividends

Stock	Type	Date	Pay Per Share
KDP	Ex-Dividend	Sep 26, 2026	$0.23
COLR.BR	Ex-Dividend	Sep 26, 2026	$1.63
PCG	Ex-Dividend	Sep 30, 2026	$0.05
IMB.L	Pay Day	Sep 30, 2026	$0.56
VALMT.HE	Ex-Dividend	Sep 30, 2026	$0.79
ARE	Ex-Dividend	Sep 30, 2026	$0.72
CPB	Ex-Dividend	Oct 2, 2026	$0.39
KVUE	Pay Day	Oct 2, 2026	$0.21
KEMIRA.HE	Ex-Dividend	Oct 5, 2026	$0.45
MKC	Ex-Dividend	Oct 6, 2026	$0.48
VALMT.HE	Pay Day	Oct 7, 2026	$0.79
ERIE	Ex-Dividend	Oct 7, 2026	$1.46
ACN	Ex-Dividend	Oct 9, 2026	$1.63
T.US	Ex-Dividend	Oct 10, 2026	$0.28
GIS	Ex-Dividend	Oct 10, 2026	$0.61
HRL	Ex-Dividend	Oct 13, 2026	$0.29
WPP.L	Ex-Dividend	Oct 13, 2026	$0.10
KEMIRA.HE	Pay Day	Oct 13, 2026	$0.45
CL	Ex-Dividend	Oct 20, 2026	$0.53
ZTS	Ex-Dividend	Oct 20, 2026	$0.53
1318.HK	Pay Day	Oct 20, 2026	$0.00
RMS.PA	Ex-Dividend	Oct 21, 2026	$14.90
PG	Ex-Dividend	Oct 24, 2026	$1.09
GEHC	Ex-Dividend	Oct 24, 2026	$0.04
STZ	Ex-Dividend	Oct 30, 2026	$1.03
CAG	Ex-Dividend	Oct 30, 2026	$0.35
UNA.NV	Ex-Dividend	Nov 6, 2026	$0.48
CLX	Ex-Dividend	Nov 12, 2026	$1.24
POOL	Ex-Dividend	Nov 13, 2026	$1.30
KR	Ex-Dividend	Nov 14, 2026	$0.35
SOLB.BR	Ex-Dividend	Nov 18, 2026	$1.72
UMG.NV	Ex-Dividend	Nov 20, 2026	$0.32
TAP	Ex-Dividend	Nov 28, 2026	$0.48
TMUS	Ex-Dividend	Nov 28, 2026	$1.02
III.L	Ex-Dividend	Dec 1, 2026	$0.65
KMB	Ex-Dividend	Dec 4, 2026	$1.28
KHC	Ex-Dividend	Dec 4, 2026	$0.40
AMCR	Ex-Dividend	Dec 4, 2026	$0.65
BDX	Ex-Dividend	Dec 9, 2026	$1.05
ELV	Ex-Dividend	Dec 10, 2026	$1.72
CCI	Ex-Dividend	Dec 15, 2026	$1.06
KVUE	Ex-Dividend	Dec 21, 2026	$0.21
CLNX.MC	Ex-Dividend	Jan 13, 2027	$0.02
RI.PA	Ex-Dividend	Jan 22, 2027	$2.77
COO	Ex-Dividend	Jan 26, 2027	$0.03
RKT.L	Ex-Dividend	Feb 4, 2027	$1.70
SHL.DE	Ex-Dividend	Feb 6, 2027	$1.18
SUN.ASX	Ex-Dividend	Feb 12, 2027	$0.12
HIK.L	Ex-Dividend	Feb 18, 2027	$0.48
ENT.L	Ex-Dividend	Feb 18, 2027	$0.13
DGE.L	Ex-Dividend	Feb 25, 2027	$0.20
CTEC.L	Ex-Dividend	Feb 25, 2027	$0.05
REA.ASX	Ex-Dividend	Feb 25, 2027	$0.86
AGL.ASX	Ex-Dividend	Mar 1, 2027	$0.17
WOR.ASX	Ex-Dividend	Mar 1, 2027	$0.18
788.HK	Ex-Dividend	Mar 4, 2027	$0.05
CSL.ASX	Ex-Dividend	Mar 6, 2027	$1.30
06862.HK	Ex-Dividend	Mar 7, 2027	$0.05
BXB.ASX	Ex-Dividend	Mar 7, 2027	$0.23
IEL.ASX	Ex-Dividend	Mar 7, 2027	$0.02
SEK.ASX	Ex-Dividend	Mar 7, 2027	$0.19
ORSTED.CO	Ex-Dividend	Mar 8, 2027	$1.94
6055.HK	Ex-Dividend	Mar 9, 2027	$0.00
MRO.L	Ex-Dividend	Mar 15, 2027	$0.07
UTG.L	Ex-Dividend	Mar 15, 2027	$0.34
960.HK	Ex-Dividend	Mar 16, 2027	$0.01
COH.ASX	Ex-Dividend	Mar 21, 2027	$1.52
VIV.PA	Ex-Dividend	Apr 22, 2027	$0.05
AENA.MC	Ex-Dividend	Apr 23, 2027	$1.29
BEI.DE	Ex-Dividend	Apr 24, 2027	$1.17
TOM.OL	Ex-Dividend	Apr 24, 2027	$0.23
SAN.PA	Ex-Dividend	May 5, 2027	$4.84
IMCD.NV	Ex-Dividend	May 5, 2027	$2.14
BAR.BR	Ex-Dividend	May 5, 2027	$0.64
LONN.ZU	Ex-Dividend	May 12, 2027	$6.52
VNA.DE	Ex-Dividend	May 22, 2027	$1.45
COR.LS	Ex-Dividend	May 22, 2027	$0.00
AMP.MI	Ex-Dividend	May 23, 2027	$0.29
DIA.MI	Ex-Dividend	May 23, 2027	$1.50
TEP.PA	Ex-Dividend	May 26, 2027	$5.23
SOON.ZU	Ex-Dividend	Jun 19, 2027	$5.35
01114.HK	Ex-Dividend	Sep 4, 2027	$0.01

Performance Metrics

Score 6.1/10

Beta

0.49

0.8

1.2

Sharpe Ratio

0.86

0.5

1.5

Sortino Ratio

1.24

Jensen's Alpha

2.09

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

-0.49

-1

0.3

0.6

Calmar Ratio

1.59

0.3

0.6

Beta

0.49

0.8

1.2

Sharpe Ratio

0.86

0.5

1.5

Sortino Ratio

1.24

Jensen's Alpha

2.09

-2

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

-0.49

-1

0.3

0.6

Calmar Ratio

1.59

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.71

High:

ARM

382.08

Low:

-286.09

Details

PEG Ratio

565.85

High:

SHL.DE

12,331.78

Low:

TEAM

-215.74

Details

Price/Book

3.09

High:

509.02

Low:

CLX

-174.27

Details

Price/Sales

1.97

High:

ARM

70.2

Low:

STLAP.PA

0.09

Details

Price/CF

13.93

High:

VIV.PA

112.11

Low:

1.17

Details