Portfolio of stefaniejonas on eToro

stefaniejonas

🇬🇧 Quant Stock 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

+0.23%

Today

+0.55%

This Month

+1.45%

Year To Date

+1.45%

2 Years

+1.45%

5 Years

+4.41%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
44.82%
🧬 Health Technology
16.33%
💰 Finance
5.9%
🛍️ Retail Trade
3.78%
🛠️ Producer Manufacturing
3.77%
🚗 Consumer Durables
2.78%
🍞 Consumer Non Durables
2.71%
⛏️ Energy Minerals
2.65%
💻 Electronic Technology
2.36%
🧪 Process Industries
2.24%
🖥️ Technology Services
2.17%
⚡ Utilities
1.76%
🪨 Non Energy Minerals
1.65%
💼 Commercial Services
1.52%
📦 Distribution Services
1.47%
💇‍♀️ Consumer Services
1.05%
🏥 Health Services
0.79%
📡 Communications
0.78%
🧩 Miscellaneous
0.74%
🚚 Transportation
0.72%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
10.78%
🇦🇺 Sydney
10.65%
🇺🇸 Nasdaq
7.72%
🇬🇧 LSE
6.69%
🇩🇪 FRA
4.43%
🇩🇰 Copenhagen Stock Exchange
2.45%
🇫🇷 Euronext Paris
2.27%
🇨🇭 SIX
2.15%
🇪🇸 Bolsa De Madrid
1.68%
🇮🇹 Borsa Italiana
1.51%
🇳🇱 Euronext Amsterdam
1.44%
🇳🇴 Oslo Stock Exchange
1.07%
🇧🇪 Euronext Brussels
0.78%
🇸🇪 Stockholm Stock Exchange
0.72%
🇫🇮 Helsinki Stock Exchange
0.7%
🇵🇹 Euronext Lisbon
0.07%
🇭🇰 Hong Kong Exchanges
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
16.65%
🇦🇺 Australia
9.83%
🇬🇧 United Kingdom
7.44%
🇩🇪 Germany
4.43%
🇩🇰 Denmark
2.45%
🇨🇭 Switzerland
2.29%
🇳🇱 Netherlands
2.12%
🇪🇸 Spain
1.68%
🇫🇷 France
1.59%
🇮🇪 Ireland
1.56%
🇮🇹 Italy
1.51%
🇳🇴 Norway
1.07%
🇧🇪 Belgium
0.78%
🇸🇪 Sweden
0.72%
🇫🇮 Finland
0.7%
🇧🇲 Bermuda
0.15%
🇵🇹 Portugal
0.07%
🇯🇵 Japan
0.07%
🇭🇰 Hong Kong
0.06%

Dividends

Dividend Yield

1.54%

84 out of 103 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $VAR.OL (15.8%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NHC.ASX	0.08%	10.96%	$0.38
STLAP.PA	0.05%	7.85%	-
PFE	0.05%	7.27%	$1.66
BP.L	0.05%	6.82%	$0.23
TYRES.HE	0.05%	7.16%	$0.55
LMP.L	0.05%	6.08%	$0.1
UPS	0.05%	6.68%	$6.5
SYDB.CO	0.05%	5.98%	-
SOLB.BR	0.04%	5.94%	-
ANZ.ASX	0.04%	5.64%	$1.77
VEA.ASX	0.04%	5.51%	$0.16
VOD.L	0.04%	5.16%	$0.08
BBY	0.04%	5.18%	$3.72
SUN.ASX	0.04%	4.72%	$0.61
P911.DE	0.04%	5.59%	$2.31
URW.PA	0.04%	4.29%	$2.5
NAB.ASX	0.04%	4.4%	$1.68
ES	0.03%	4.49%	$2.78
EVO.ST	0.03%	4.69%	$31.03
TGT	0.03%	4.63%	$4.42
GSK.L	0.03%	4.11%	$0.59
VNA.DE	0.03%	4.18%	$0.9
SAN.PA	0.03%	4.44%	$3.76
PHIA.NV	0.03%	4.13%	-
DGE.L	0.03%	4.15%	$0.81
ROG.ZU	0.03%	3.62%	$9.6
MIN.ASX	0.03%	3.63%	$0.9
ITX.MC	0.02%	2.83%	$1.11
GNC.ASX	0.02%	3.11%	$0.28
SW	0.02%	3.4%	$1.18
VAR.OL	0.02%	15.8%	-
SPX.L	0.02%	2.86%	$1.6
REC.MI	0.02%	2.31%	$1.2
AZN.L	0.02%	2.29%	$2.28
ANE.MC	0.02%	2%	$0.39
ARB.ASX	0.02%	2.19%	$0.64
AZN	0.02%	2.09%	$1.42
STZ	0.02%	2.36%	$3.68
SHL.DE	0.01%	2.04%	$0.95
IEL.ASX	0.01%	5.04%	$0.45
MRK.DE	0.01%	1.91%	$2.2
IMCD.NV	0.01%	1.83%	$2.24
POOL	0.01%	1.63%	$4.5
SOON.ZU	0.01%	1.72%	$4.3
COH.ASX	0.01%	1.59%	$3.75
REH.ASX	0.01%	1.52%	$0.25
TOM.OL	0.01%	1.35%	$1.95
DIA.MI	0.01%	1.31%	$1.15
JD.L	0.01%	1.24%	$0.01
FCIT.L	0.01%	1.14%	$0.12
TFX	0.01%	1.11%	$1.36
AMCR	0.01%	5.59%	$0.5
00017.HK	0.01%	10.18%	$0.5
BEI.DE	0.01%	0.84%	$1
CPB	0.01%	4.5%	$1.48
LONN.ZU	0.01%	0.7%	$4
TECH	0%	0.66%	$0.32
TTE.PA	0%	6.17%	$3.06
EQNR.OL	0%	6.23%	$13.95
EIX	0%	6.01%	$3.04
BAYN.DE	0%	0.42%	$0.11
EG	0%	2.32%	$7.25
CL	0%	2.24%	$1.96
GALP.LS	0%	4.07%	-
WDP.BR	0%	3.97%	$0.78
HRL	0%	3.77%	$1.12
MRVL	0%	0.35%	$0.24
NHY.OL	0%	4.14%	$2.5
CLX	0%	3.83%	$4.8
MRK	0%	4.06%	$3.04
FANG	0%	3.73%	$9.26
RBREW.CO	0%	2.71%	-
LW	0%	2.62%	$1.28
PG	0%	2.49%	$3.83
UNH	0%	2.83%	$7.74
BDX	0%	2.36%	$3.76
GEHC	0%	0.18%	$0.12
MUFG	0%	1.71%	$0.23
ELV	0%	1.71%	$6.22
ERIE	0%	1.45%	$5.01
HUM	0%	1.54%	$3.54
MSI	0%	1.02%	$3.82
ORSTED.CO	0%	0.46%	-
COO	0%	0.01%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BDX	Ex-Dividend	Jun 9, 2025	$1.04
ELV	Ex-Dividend	Jun 10, 2025	$1.71
AMCR	Pay Day	Jun 10, 2025	$0.13
PFE	Pay Day	Jun 13, 2025	$0.43
MSI	Ex-Dividend	Jun 13, 2025	$1.09
EG	Pay Day	Jun 13, 2025	$2.00
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
TFX	Pay Day	Jun 16, 2025	$0.34
BBY	Ex-Dividend	Jun 18, 2025	$0.95
SW	Pay Day	Jun 18, 2025	$0.43
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
UNH	Pay Day	Jun 24, 2025	$2.21
ELV	Pay Day	Jun 25, 2025	$1.71
VNA.DE	Pay Day	Jun 25, 2025	$1.38
HUM	Ex-Dividend	Jun 27, 2025	$0.88
BDX	Pay Day	Jun 30, 2025	$1.04
ES	Pay Day	Jun 30, 2025	$0.75
TTE.PA	Pay Day	Jul 1, 2025	$0.88
ANZ.ASX	Pay Day	Jul 1, 2025	$0.54
NAB.ASX	Pay Day	Jul 2, 2025	$0.55
GNC.ASX	Ex-Dividend	Jul 2, 2025	$0.15
CPB	Ex-Dividend	Jul 3, 2025	$0.39
MRK	Pay Day	Jul 8, 2025	$0.81
ERIE	Ex-Dividend	Jul 8, 2025	$1.36
LMP.L	Pay Day	Jul 9, 2025	$0.04
BBY	Pay Day	Jul 10, 2025	$0.95
GSK.L	Pay Day	Jul 10, 2025	$0.21
HRL	Ex-Dividend	Jul 14, 2025	$0.29
MSI	Pay Day	Jul 15, 2025	$1.09
GNC.ASX	Pay Day	Jul 17, 2025	$0.15
ERIE	Pay Day	Jul 22, 2025	$1.36
HUM	Pay Day	Jul 25, 2025	$0.88
VOD.L	Pay Day	Aug 1, 2025	$0.02
CPB	Pay Day	Aug 4, 2025	$0.39
HRL	Pay Day	Aug 15, 2025	$0.29
EQNR.OL	Ex-Dividend	Aug 18, 2025	$0.37
EQNR.OL	Pay Day	Aug 29, 2025	$0.37
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
ITX.MC	Pay Day	Nov 3, 2025	$0.92

Performance Metrics

Score 4.3/10

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.16

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

0.42

-2

4.5

Omega Ratio

1.25

1.5

2.5

Treynor Ratio

-0.27

-1

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

5.33

0.3

0.6

Beta

0.16

0.8

1.2

Sharpe Ratio

-0.16

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

0.42

-2

4.5

Omega Ratio

1.25

1.5

2.5

Treynor Ratio

-0.27

-1

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

5.33

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.66

High:

PNV.ASX

152.33

Low:

STZ

-349.09

Details

PEG Ratio

324.7

High:

NAB.ASX

3,367.15

Low:

MRVL

-227.14

Details

Price/Book

2.31

High:

CLX

581.12

Low:

DVA

-39.85

Details

Price/Sales

1.58

High:

ZEAL.CO

604.7

Low:

VEA.ASX

0.1

Details

Price/CF

10.23

High:

PNV.ASX

337.98

Low:

VOD.L

1.55

Details

Price/FCF

27.85

High:

COH.ASX

3,068.1

Low:

VOD.L

2.54

Details