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

-0.74%

This Month

+5.49%

Year To Date

+5.49%

2 Years

+5.49%

5 Years

+5.49%

10 Years

+9.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧬 Health Technology
23.04%
💵 Cash
16.75%
🍞 Consumer Non Durables
8.23%
💰 Finance
6.71%
🛠️ Producer Manufacturing
5.18%
🖥️ Technology Services
4.19%
🛍️ Retail Trade
3.97%
🚗 Consumer Durables
3.9%
⚡ Utilities
3.84%
💻 Electronic Technology
3.77%
🧪 Process Industries
3.26%
💼 Commercial Services
3.21%
🪨 Non Energy Minerals
2.86%
💇‍♀️ Consumer Services
2.82%
⛏️ Energy Minerals
2.57%
🏥 Health Services
2.15%
📦 Distribution Services
1.25%
📡 Communications
0.91%
🧩 Miscellaneous
0.77%
🏭 Industrial Services
0.76%
🚚 Transportation
0.62%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
28.05%
🇦🇺 Sydney
13.09%
🇺🇸 Nasdaq
13.01%
🇬🇧 LSE
9.72%
🇩🇪 FRA
4.35%
🇩🇰 Copenhagen Stock Exchange
3.07%
🇫🇷 Euronext Paris
2.82%
🇨🇭 SIX
2.16%
🇪🇸 Bolsa De Madrid
1.65%
🇮🇹 Borsa Italiana
1.45%
🇳🇱 Euronext Amsterdam
1.42%
🇸🇪 Stockholm Stock Exchange
0.89%
🇫🇮 Helsinki Stock Exchange
0.88%
🇳🇴 Oslo Stock Exchange
0.76%
🇧🇪 Euronext Brussels
0.68%

Countries Breakdown

Country
Total

🇺🇸 United States
37.95%
🇦🇺 Australia
12.49%
🇬🇧 United Kingdom
11.21%
🇩🇪 Germany
4.35%
🇩🇰 Denmark
3.07%
🇫🇷 France
2.19%
🇨🇭 Switzerland
2.16%
🇮🇪 Ireland
2.08%
🇳🇱 Netherlands
2.04%
🇪🇸 Spain
1.65%
🇮🇹 Italy
1.45%
🇸🇪 Sweden
0.89%
🇫🇮 Finland
0.88%
🇳🇴 Norway
0.76%
🇧🇪 Belgium
0.68%
🇧🇲 Bermuda
0.14%

Dividends

Dividend Yield

2.26%

96 out of 120 instruments pay dividend.

20 dividend payments in the next 30 days.

Highest Dividend: $DOW (10.06%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NHC.ASX	0.08%	9.23%	$0.38
LYB	0.06%	9.89%	$5.09
DOW	0.06%	10.06%	$2.8
WPP.L	0.06%	8.01%	$0.39
STLAP.PA	0.05%	8.77%	-
PFE	0.05%	6.92%	$1.66
TYRES.HE	0.05%	5.68%	$0.55
BP.L	0.05%	5.9%	$0.23
ARE	0.05%	6.26%	$5.02
SYDB.CO	0.05%	5.57%	-
UPS	0.05%	7.74%	$6.5
LMP.L	0.05%	6.78%	$0.1
AES	0.05%	5.47%	$0.68
SOLB.BR	0.04%	6.2%	-
KHC	0.04%	5.89%	$1.6
ANZ.ASX	0.04%	4.99%	$1.77
MIN.ASX	0.04%	3.63%	$0.9
VTRS	0.04%	4.61%	$0.48
CPB	0.04%	4.58%	$1.48
VOD.L	0.04%	4.31%	$0.08
BBY	0.04%	4.98%	$3.72
TWE.ASX	0.04%	5.15%	$0.34
AGL.ASX	0.04%	5.85%	$0.49
P911.DE	0.04%	5.25%	$2.31
SUN.ASX	0.04%	4.59%	$0.61
URW.PA	0.04%	4.02%	$2.5
NAB.ASX	0.04%	3.95%	$1.68
SWK	0.03%	4.23%	$3.24
ES	0.03%	4.65%	$2.78
TGT	0.03%	4.84%	$4.42
EVO.ST	0.03%	3.82%	$31.03
GSK.L	0.03%	4.28%	$0.59
MRK	0.03%	3.86%	$3.04
VNA.DE	0.03%	4.55%	$0.9
SAN.PA	0.03%	4.94%	$3.76
CLX	0.03%	3.88%	$4.8
PHIA.NV	0.03%	3.58%	-
PEP	0.03%	3.81%	$5.15
DGE.L	0.03%	3.89%	$0.81
ROG.ZU	0.03%	3.54%	$9.6
VEA.ASX	0.03%	3.26%	$0.16
SW	0.02%	3.41%	$1.18
SLB	0.02%	3.16%	$1.05
UNH	0.02%	2.74%	$7.74
GNC.ASX	0.02%	2.78%	$0.28
ITX.MC	0.02%	3.24%	$1.11
SPX.L	0.02%	2.33%	$1.6
REC.MI	0.02%	2.36%	$1.2
BDX	0.02%	2.17%	$3.76
AZN.L	0.02%	2.03%	$2.28
PSON.L	0.02%	2.33%	$0.23
ARB.ASX	0.02%	1.75%	$0.64
IFF	0.02%	2.44%	$2.42
ACN	0.02%	2.33%	$4.99
AZN	0.02%	1.88%	$1.42
STZ	0.02%	2.74%	$3.68
ANE.MC	0.02%	1.57%	$0.39
SHL.DE	0.01%	2.01%	$0.95
ELV	0.01%	2.16%	$6.22
MRK.DE	0.01%	2.01%	$2.2
IMCD.NV	0.01%	2.32%	$2.24
SOON.ZU	0.01%	1.84%	$4.3
COH.ASX	0.01%	1.44%	$3.75
IEX	0.01%	1.7%	$2.61
POOL	0.01%	1.48%	$4.5
IEL.ASX	0.01%	2.54%	$0.45
TOM.OL	0.01%	1.4%	$1.95
DIA.MI	0.01%	1.46%	$1.15
CHD	0.01%	1.22%	$1.11
VIV.PA	0.01%	1.32%	$0.25
GPN	0.01%	1.14%	$1
REH.ASX	0.01%	1.76%	$0.25
FCIT.L	0.01%	1.07%	$0.12
JD.L	0.01%	1.07%	$0.01
TFX	0.01%	1.05%	$1.36
ZBH	0.01%	0.92%	$0.96
A.US	0.01%	0.76%	$0.93
BEI.DE	0.01%	1.03%	$1
LONN.ZU	0.01%	0.69%	$4
TECH	0%	0.59%	$0.32
DHR	0%	0.59%	$1.05
EIX	0%	6.02%	$3.04
BAYN.DE	0%	0.39%	$0.11
EG	0%	2.35%	$7.25
CL	0%	2.4%	$1.96
WST	0%	0.34%	$0.8
MRVL	0%	0.38%	$0.24
ORSTED.CO	0%	0.46%	-
RVTY	0%	0.32%	$0.28
RBREW.CO	0%	3.07%	-
FANG	0%	2.84%	$9.26
PG	0%	2.59%	$3.83
GEHC	0%	0.18%	$0.12
ERIE	0%	1.63%	$5.01
HUM	0%	1.15%	$3.54
COO	0%	0.01%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BDX	Ex-Dividend	Sep 8, 2025	$1.04
AZN.L	Pay Day	Sep 8, 2025	$1.03
AZN	Pay Day	Sep 8, 2025	$0.52
ELV	Ex-Dividend	Sep 10, 2025	$1.71
IEL.ASX	Ex-Dividend	Sep 10, 2025	$0.03
GPN	Ex-Dividend	Sep 12, 2025	$0.25
DOW	Pay Day	Sep 12, 2025	$0.35
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
PSON.L	Pay Day	Sep 15, 2025	$0.08
VTRS	Pay Day	Sep 15, 2025	$0.12
TFX	Pay Day	Sep 15, 2025	$0.34
SWK	Pay Day	Sep 16, 2025	$0.83
BBY	Ex-Dividend	Sep 18, 2025	$0.95
SW	Pay Day	Sep 18, 2025	$0.43
COH.ASX	Ex-Dividend	Sep 18, 2025	$1.40
EG	Pay Day	Sep 19, 2025	$2.00
UNH	Pay Day	Sep 23, 2025	$2.21
SUN.ASX	Pay Day	Sep 24, 2025	$0.32
ELV	Pay Day	Sep 25, 2025	$1.71
AGL.ASX	Pay Day	Sep 25, 2025	$0.16
IEL.ASX	Pay Day	Sep 25, 2025	$0.03
HUM	Ex-Dividend	Sep 26, 2025	$0.88
KHC	Pay Day	Sep 26, 2025	$0.40
GPN	Pay Day	Sep 26, 2025	$0.25
IFF	Ex-Dividend	Sep 29, 2025	$0.40
PEP	Pay Day	Sep 30, 2025	$1.42
BDX	Pay Day	Sep 30, 2025	$1.04
VEA.ASX	Pay Day	Sep 30, 2025	$0.02
ZBH	Ex-Dividend	Sep 30, 2025	$0.24
ARE	Ex-Dividend	Sep 30, 2025	$1.32
TWE.ASX	Pay Day	Oct 2, 2025	$0.13
ERIE	Ex-Dividend	Oct 6, 2025	$1.36
MRK	Pay Day	Oct 7, 2025	$0.81
REH.ASX	Ex-Dividend	Oct 7, 2025	$0.08
LMP.L	Pay Day	Oct 8, 2025	$0.04
BBY	Pay Day	Oct 9, 2025	$0.95
GSK.L	Pay Day	Oct 9, 2025	$0.21
WPP.L	Ex-Dividend	Oct 9, 2025	$0.10
SLB	Pay Day	Oct 9, 2025	$0.28
IFF	Pay Day	Oct 10, 2025	$0.40
COH.ASX	Pay Day	Oct 13, 2025	$1.40
ARE	Pay Day	Oct 15, 2025	$1.32
DGE.L	Ex-Dividend	Oct 16, 2025	$0.84
SPX.L	Ex-Dividend	Oct 16, 2025	$0.66
RVTY	Ex-Dividend	Oct 17, 2025	$0.07
ERIE	Pay Day	Oct 21, 2025	$1.36
REH.ASX	Pay Day	Oct 22, 2025	$0.08
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
HUM	Pay Day	Oct 31, 2025	$0.88
ZBH	Pay Day	Oct 31, 2025	$0.24
ITX.MC	Pay Day	Nov 3, 2025	$0.92
WPP.L	Pay Day	Nov 3, 2025	$0.10
RVTY	Pay Day	Nov 7, 2025	$0.07
WST	Ex-Dividend	Nov 12, 2025	$0.22
SPX.L	Pay Day	Nov 14, 2025	$0.66
WST	Pay Day	Nov 19, 2025	$0.22
DGE.L	Pay Day	Dec 4, 2025	$0.84

Performance Metrics

Score 7.2/10

Beta

0.17

0.8

1.2

Sharpe Ratio

1.68

0.5

Sortino Ratio

5.66

Jensen's Alpha

5.52

-2

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

3.96

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.17

0.8

1.2

Sharpe Ratio

1.68

0.5

Sortino Ratio

5.66

Jensen's Alpha

5.52

-2

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

3.96

0.75

1.25

Information Ratio

-0.63

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.68

High:

BP.L

159.96

Low:

ARE

-627.48

Details

PEG Ratio

171.05

High:

NAB.ASX

3,767.07

Low:

MRVL

-565.89

Details

Price/Book

2.65

High:

96.33

Low:

DVA

-27.22

Details

Price/Sales

1.54

High:

RKLB

43.91

Low:

PRE.L

Details

Price/CF

10.39

High:

PNV.ASX

213.71

Low:

VOD.L

1.59

Details

Price/FCF

25.38

High:

PEP

5,253.35

Low:

VOD.L

2.86

Details