Portfolio of CAOrtezM on eToro

CAOrtezM

🇪🇸 Multi-Strategy Stock Investor.

383 copiers.

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

Summary

-3.06%

Today

-2.45%

This Month

-8.41%

Year To Date

+63.84%

2 Years

+114.34%

5 Years

+33.1%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
54%
💵 Cash
14.26%
🖥️ Technology Services
11.91%
💻 Electronic Technology
6.33%
🧬 Health Technology
3.9%
🛍️ Retail Trade
2.19%
💰 Finance
1.48%
🍞 Consumer Non Durables
1.16%
🪨 Non Energy Minerals
1.09%
🚗 Consumer Durables
0.96%
💼 Commercial Services
0.84%
📊 ETFs
0.8%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
54%
🇺🇸 Nasdaq
22.42%
🇺🇸 NYSE
6.46%
🇫🇷 Euronext Paris
1.16%
🇬🇧 LSE
0.62%

Countries Breakdown

Country
Total

🇺🇸 United States
26.21%
🇨🇳 China
1.4%
🇫🇷 France
1.16%
🇬🇧 United Kingdom
1.09%

Dividends

Dividend Yield

0.26%

13 out of 38 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.04%	7.35%	$1.66
RIO.L	0.04%	7.03%	$3.41
MC.PA	0.03%	2.76%	$13
RIO	0.03%	6.73%	$4.34
MSFT	0.02%	0.69%	$3
GOOGL	0.02%	0.48%	$0.2
LLY	0.02%	0.74%	$4.86
GOOG	0.02%	0.47%	$0.2
BABA	0.01%	0.86%	$0.98
GPN	0.01%	1.31%	$1
SPYG	0.01%	0.66%	-
META	0%	0.3%	$1
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
LLY	Pay Day	Jun 10, 2025	$1.50
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
PFE	Pay Day	Jun 13, 2025	$0.43
GPN	Ex-Dividend	Jun 13, 2025	$0.25
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
GOOGL	Pay Day	Jun 16, 2025	$0.21
META	Pay Day	Jun 26, 2025	$0.52
GPN	Pay Day	Jun 27, 2025	$0.25
NVDA	Pay Day	Jul 3, 2025	$0.01
BABA	Pay Day	Jul 10, 2025	$0.95

Performance Metrics

Score 6.7/10

Beta

2.3

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

1.63

Jensen's Alpha

6.04

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.26

0.75

1.25

Information Ratio

0.62

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Beta

2.3

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

1.63

Jensen's Alpha

6.04

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.26

0.75

1.25

Information Ratio

0.62

0.3

0.6

Calmar Ratio

1.16

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.79

High:

TSLA

182.61

Low:

MARA

-10.88

Details

PEG Ratio

125.58

High:

COIN

941.94

Low:

BMEA

-178.14

Details

Price/Book

10.91

High:

LLY

46.06

Low:

FDMT

0.38

Details

Price/Sales

9.68

High:

FDMT

9,282.6

Low:

BMEA

Details

Price/CF

22.2

High:

LLY

79.83

Low:

RIO.L

6.2

Details

Price/FCF

39.81

High:

LLY

631.92

Low:

GPN

8.76

Details