Portfolio of thomaspj on eToro

thomaspj

🇬🇧 Stock Macro Investor.

35,586 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-0.33%

This Month

-0.33%

Year To Date

+90.19%

2 Years

+277.48%

5 Years

+528.92%

10 Years

+34.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
34.53%
💰 Finance
28.23%
🖥️ Technology Services
19.25%
🚚 Transportation
10.02%
🛍️ Retail Trade
7.98%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
34.49%
🇺🇸 Nasdaq
33.3%
🇬🇧 LSE
24.1%
🇫🇷 Euronext Paris
4.09%
🇩🇪 FRA
4.02%

Countries Breakdown

Country
Total

🇺🇸 United States
67.79%
🇬🇧 United Kingdom
24.1%
🇫🇷 France
4.09%
🇩🇪 Germany
4.02%

Dividends

Dividend Yield

0.99%

12 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BAC (2.09%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IAG.L	0.21%	2.07%	-
BAC	0.17%	2.09%	$0.96
JPM	0.15%	1.93%	$4.4
GS	0.14%	1.66%	$11
RR.L	0.09%	0.86%	-
BA.L	0.07%	1.72%	$0.3
HO.PA	0.06%	1.47%	$3.4
AXP	0.04%	0.92%	$2.6
AAPL	0.03%	0.4%	$0.97
GOOG	0.02%	0.24%	$0.2
RHM.DE	0.02%	0.44%	$5.7
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 9.3/10

Beta

0.85

0.8

1.2

Sharpe Ratio

1.51

0.5

Sortino Ratio

3.09

Jensen's Alpha

21.54

-2

Omega Ratio

2.93

1.5

Treynor Ratio

2.93

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

2.2

0.3

0.6

Beta

0.85

0.8

1.2

Sharpe Ratio

1.51

0.5

Sortino Ratio

3.09

Jensen's Alpha

21.54

-2

Omega Ratio

2.93

1.5

Treynor Ratio

2.93

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

2.2

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.78

High:

PLTR

367.98

Low:

SNOW

-53.52

Details

PEG Ratio

198.09

High:

JPM

1,123.65

Low:

RR.L

12.01

Details

Price/Book

9.15

High:

PLTR

56.9

Low:

BAC

1.35

Details

Price/Sales

6.77

High:

PLTR

103.83

Low:

IAG.L

0.76

Details

Price/CF

21.77

High:

PLTR

258.05

Low:

IAG.L

3.78

Details

41.77

High:

RHM.DE

5,198.92

Low:

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.11%	Apr 2022	Oct 2022	6
-13.32%	Sep 2020	Dec 2020	3
-7.86%	Mar 2025	May 2025	2
-5.43%	Nov 2021	Mar 2022	4
-4.95%	Dec 2022	Jan 2023	1
-3.98%	Aug 2023	Nov 2023	3
-3.38%	Jul 2024	Nov 2024	4
-2.93%	Jul 2021	Sep 2021	2
-2.81%	Nov 2025	-	3
-2.6%	Apr 2024	May 2024	1
-2.18%	Feb 2023	Mar 2023	1
-0.84%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of thomaspj on eToro

thomaspj

🇬🇧 Stock Macro Investor.

35,586 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-0.33%

This Month

-0.33%

Year To Date

+90.19%

2 Years

+277.48%

5 Years

+528.92%

10 Years

+34.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
34.53%
💰 Finance
28.23%
🖥️ Technology Services
19.25%
🚚 Transportation
10.02%
🛍️ Retail Trade
7.98%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
34.49%
🇺🇸 Nasdaq
33.3%
🇬🇧 LSE
24.1%
🇫🇷 Euronext Paris
4.09%
🇩🇪 FRA
4.02%

Countries Breakdown

Country
Total

🇺🇸 United States
67.79%
🇬🇧 United Kingdom
24.1%
🇫🇷 France
4.09%
🇩🇪 Germany
4.02%

Dividends

Dividend Yield

0.99%

12 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BAC (2.09%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IAG.L	0.21%	2.07%	-
BAC	0.17%	2.09%	$0.96
JPM	0.15%	1.93%	$4.4
GS	0.14%	1.66%	$11
RR.L	0.09%	0.86%	-
BA.L	0.07%	1.72%	$0.3
HO.PA	0.06%	1.47%	$3.4
AXP	0.04%	0.92%	$2.6
AAPL	0.03%	0.4%	$0.97
GOOG	0.02%	0.24%	$0.2
RHM.DE	0.02%	0.44%	$5.7
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 9.3/10

Beta

0.85

0.8

1.2

Sharpe Ratio

1.51

0.5

Sortino Ratio

3.09

Jensen's Alpha

21.54

-2

Omega Ratio

2.93

1.5

Treynor Ratio

2.93

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

2.2

0.3

0.6

Beta

0.85

0.8

1.2

Sharpe Ratio

1.51

0.5

Sortino Ratio

3.09

Jensen's Alpha

21.54

-2

Omega Ratio

2.93

1.5

Treynor Ratio

2.93

0.75

1.25

Information Ratio

1.3

0.3

0.6

Calmar Ratio

5,198.92

Low:

4.8

Details

P/E Ratio

31.78

High:

PLTR

367.98

Low:

SNOW

-53.52

Details

PEG Ratio

198.09

High:

JPM

1,123.65

Low:

RR.L

12.01

Details

Price/Book

9.15

High:

PLTR

56.9

Low:

BAC

1.35

Details

Price/Sales

6.77

High:

PLTR

103.83

Low:

IAG.L

0.76

Details

Price/CF

21.77

High:

PLTR

258.05

Low:

IAG.L

3.78

Details

Price/FCF

41.77

High:

RHM.DE

5,198.92

Low:

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.11%	Apr 2022	Oct 2022	6
-13.32%	Sep 2020	Dec 2020	3
-7.86%	Mar 2025	May 2025	2
-5.43%	Nov 2021	Mar 2022	4
-4.95%	Dec 2022	Jan 2023	1
-3.98%	Aug 2023	Nov 2023	3
-3.38%	Jul 2024	Nov 2024	4
-2.93%	Jul 2021	Sep 2021	2
-2.81%	Nov 2025	-	3
-2.6%	Apr 2024	May 2024	1
-2.18%	Feb 2023	Mar 2023	1
-0.84%	Dec 2024	Jan 2025	1