Portfolio of CarlosOrence on eToro

CarlosOrence

🇪🇸 Stock and ETF Value Investor.

3 copiers.

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

Summary

-0.86%

This Month

+12.19%

Year To Date

+47.71%

2 Years

+64.96%

5 Years

+68.82%

10 Years

+11.04%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.17%
🧩 Miscellaneous
20.28%
📊 ETFs
15.44%
🛍️ Retail Trade
14.02%
🛠️ Producer Manufacturing
8.55%
💵 Cash
7.69%
💻 Electronic Technology
3.04%
⚡ Utilities
3.02%
🏥 Health Services
2.83%
🏭 Industrial Services
1.59%
🧬 Health Technology
1.27%
❓ Other
1.08%
🧪 Process Industries
0.96%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.37%
🇺🇸 Nasdaq
38.71%
🇩🇪 FRA
4.04%
🇫🇷 Euronext Paris
3.75%
🇨🇭 SIX
3.57%
🇪🇸 Bolsa De Madrid
1.59%
🇫🇮 Helsinki Stock Exchange
0.22%

Countries Breakdown

Country
Total

🇺🇸 United States
39.25%
🇩🇪 Germany
4.04%
🇫🇷 France
3.75%
🇨🇭 Switzerland
3.57%
🇨🇳 China
3.31%
🇪🇸 Spain
1.59%
🇨🇦 Canada
0.96%
🇩🇰 Denmark
0.77%
🇫🇮 Finland
0.22%

Dividends

Dividend Yield

0.81%

16 out of 29 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $VIE.PA (4.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.19%	0.95%	-
VIE.PA	0.14%	4.75%	$1.25
SIE.DE	0.08%	1.95%	$4.7
TGT	0.07%	2.9%	$4.42
UNH	0.07%	2.39%	$7.74
ABBN.ZU	0.04%	1.13%	$0.87
ANA.MC	0.03%	2.13%	$3.65
HON	0.03%	2.27%	$4.27
BABA	0.03%	0.88%	$0.98
NTR	0.03%	2.9%	$2.14
NVO	0.02%	3.12%	$0.98
META	0.02%	0.29%	$1
GOOG	0.02%	0.24%	$0.2
J	0.02%	0.97%	$1.1
SU.PA	0.01%	1.42%	$3.5
WRT1V.HE	0.01%	3.54%	$0.32

Next Dividends

Stock	Type	Date	Pay Per Share
WRT1V.HE	Pay Day	Sep 23, 2026	$0.32
META	Pay Day	Sep 28, 2026	$0.53
NTR	Ex-Dividend	Sep 30, 2026	$0.55
TGT	Ex-Dividend	Nov 12, 2026	$1.14
HON	Ex-Dividend	Nov 14, 2026	$1.19
J	Ex-Dividend	Nov 21, 2026	$0.36
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
UNH	Ex-Dividend	Dec 14, 2026	$2.21
META	Ex-Dividend	Dec 21, 2026	$0.53
SIE.DE	Ex-Dividend	Feb 13, 2027	$6.25
NVO	Ex-Dividend	Feb 17, 2027	$1.22
WRT1V.HE	Ex-Dividend	Mar 15, 2027	$0.32
ABBN.ZU	Ex-Dividend	Mar 23, 2027	$1.19
SU.PA	Ex-Dividend	May 11, 2027	$4.94
VIE.PA	Ex-Dividend	May 11, 2027	$1.77
BABA	Ex-Dividend	Jun 11, 2027	$1.05
ANA.MC	Ex-Dividend	Jul 7, 2027	$6.15

Performance Metrics

Score 4.1/10

Beta

0.99

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-1.04

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-1.04

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.91

High:

38.77

Low:

AVAV

-26.62

Details

PEG Ratio

165.56

High:

META

401.05

Low:

NTR

3.69

Details

Price/Book

6.94

High:

ABBN.ZU

11.76

Low:

NTR

1.25

Details

Price/Sales

5.33

High:

GOOG

10.27

Low:

TGT

0.58

Details

Price/CF

16.4

High:

AVAV

94.83

Low:

ANA.MC

4.72

Details

Price/FCF

66.89

High:

BABA

1,196.17

Low:

ADBE

10.14

Details

Worst Drawdowns

Depth	Start	End	Total months
-36.34%	Jul 2021	Sep 2024	38
-8.64%	Feb 2026	Apr 2026	2
-5.9%	Feb 2025	May 2025	3
-3.68%	Jun 2026	-	4
-0.89%	Dec 2024	Jan 2025	1
-0.77%	Oct 2024	Nov 2024	1
-0.58%	Nov 2025	Jan 2026	2

Monthly Performance

Portfolio of CarlosOrence on eToro

CarlosOrence

🇪🇸 Stock and ETF Value Investor.

3 copiers.

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

Summary

-0.86%

This Month

+12.19%

Year To Date

+47.71%

2 Years

+64.96%

5 Years

+68.82%

10 Years

+11.04%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.17%
🧩 Miscellaneous
20.28%
📊 ETFs
15.44%
🛍️ Retail Trade
14.02%
🛠️ Producer Manufacturing
8.55%
💵 Cash
7.69%
💻 Electronic Technology
3.04%
⚡ Utilities
3.02%
🏥 Health Services
2.83%
🏭 Industrial Services
1.59%
🧬 Health Technology
1.27%
❓ Other
1.08%
🧪 Process Industries
0.96%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.37%
🇺🇸 Nasdaq
38.71%
🇩🇪 FRA
4.04%
🇫🇷 Euronext Paris
3.75%
🇨🇭 SIX
3.57%
🇪🇸 Bolsa De Madrid
1.59%
🇫🇮 Helsinki Stock Exchange
0.22%

Countries Breakdown

Country
Total

🇺🇸 United States
39.25%
🇩🇪 Germany
4.04%
🇫🇷 France
3.75%
🇨🇭 Switzerland
3.57%
🇨🇳 China
3.31%
🇪🇸 Spain
1.59%
🇨🇦 Canada
0.96%
🇩🇰 Denmark
0.77%
🇫🇮 Finland
0.22%

Dividends

Dividend Yield

0.81%

16 out of 29 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $VIE.PA (4.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPY	0.19%	0.95%	-
VIE.PA	0.14%	4.75%	$1.25
SIE.DE	0.08%	1.95%	$4.7
TGT	0.07%	2.9%	$4.42
UNH	0.07%	2.39%	$7.74
ABBN.ZU	0.04%	1.13%	$0.87
ANA.MC	0.03%	2.13%	$3.65
HON	0.03%	2.27%	$4.27
BABA	0.03%	0.88%	$0.98
NTR	0.03%	2.9%	$2.14
NVO	0.02%	3.12%	$0.98
META	0.02%	0.29%	$1
GOOG	0.02%	0.24%	$0.2
J	0.02%	0.97%	$1.1
SU.PA	0.01%	1.42%	$3.5
WRT1V.HE	0.01%	3.54%	$0.32

Next Dividends

Stock	Type	Date	Pay Per Share
WRT1V.HE	Pay Day	Sep 23, 2026	$0.32
META	Pay Day	Sep 28, 2026	$0.53
NTR	Ex-Dividend	Sep 30, 2026	$0.55
TGT	Ex-Dividend	Nov 12, 2026	$1.14
HON	Ex-Dividend	Nov 14, 2026	$1.19
J	Ex-Dividend	Nov 21, 2026	$0.36
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
UNH	Ex-Dividend	Dec 14, 2026	$2.21
META	Ex-Dividend	Dec 21, 2026	$0.53
SIE.DE	Ex-Dividend	Feb 13, 2027	$6.25
NVO	Ex-Dividend	Feb 17, 2027	$1.22
WRT1V.HE	Ex-Dividend	Mar 15, 2027	$0.32
ABBN.ZU	Ex-Dividend	Mar 23, 2027	$1.19
SU.PA	Ex-Dividend	May 11, 2027	$4.94
VIE.PA	Ex-Dividend	May 11, 2027	$1.77
BABA	Ex-Dividend	Jun 11, 2027	$1.05
ANA.MC	Ex-Dividend	Jul 7, 2027	$6.15

Performance Metrics

Score 4.1/10

Beta

0.99

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-1.04

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

-1.04

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.14

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

26.91

High:

38.77

Low:

AVAV

-26.62

Details

PEG Ratio

165.56

High:

META

401.05

Low:

NTR

3.69

Details

Price/Book

6.94

High:

ABBN.ZU

11.76

Low:

NTR

1.25

Details

Price/Sales

5.33

High:

GOOG

10.27

Low:

TGT

0.58

Details

Price/CF

16.4

High:

AVAV

94.83

Low:

ANA.MC

4.72

Details

Price/FCF

66.89

High:

BABA

1,196.17

Low:

ADBE

10.14

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.34%	Jul 2021	Sep 2024	38
-8.64%	Feb 2026	Apr 2026	2
-5.9%	Feb 2025	May 2025	3
-3.68%	Jun 2026	-	4
-0.89%	Dec 2024	Jan 2025	1
-0.77%	Oct 2024	Nov 2024	1
-0.58%	Nov 2025	Jan 2026	2