Portfolio of CarlosOrence on eToro

CarlosOrence

🇪🇸 Stock and ETF Value Investor.

4 copiers.

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

Summary

-2.59%

This Month

+0.09%

Year To Date

+43.5%

2 Years

+50.61%

5 Years

+50.61%

10 Years

+9.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.18%
🖥️ Technology Services
27.08%
🛍️ Retail Trade
15.3%
🛠️ Producer Manufacturing
6.61%
💻 Electronic Technology
4.15%
🏥 Health Services
3.53%
💵 Cash
3.18%
⚡ Utilities
2.64%
🪨 Non Energy Minerals
1.37%
🧬 Health Technology
0.8%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.93%
🇺🇸 NYSE
38.96%
🇩🇪 FRA
3.67%
🇨🇭 SIX
3.41%
🇫🇷 Euronext Paris
3.07%
🇦🇺 Sydney
0.62%

Countries Breakdown

Country
Total

🇺🇸 United States
45.6%
🇨🇳 China
4.32%
🇩🇪 Germany
3.67%
🇨🇭 Switzerland
3.41%
🇫🇷 France
3.07%
🇩🇰 Denmark
0.8%
🇦🇺 Australia
0.62%

Dividends

Dividend Yield

0.61%

11 out of 27 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VIE.PA (4.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VIE.PA	0.12%	4.44%	$1.25
UNH	0.11%	3.04%	$7.74
SIE.DE	0.07%	2.32%	$4.7
HON	0.07%	1.9%	$4.27
TGT	0.07%	3.81%	$4.42
ABBN.ZU	0.05%	1.38%	$0.87
BABA	0.03%	0.79%	$0.98
GOOG	0.03%	0.28%	$0.2
META	0.03%	0.32%	$1
NVO	0.03%	3.45%	$0.98
SAP.DE	0.01%	1.48%	$2.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4/10

Beta

0.94

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-0.99

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-0.99

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.25

High:

LYC.ASX

225.92

Low:

AVAV

-180.61

Details

PEG Ratio

110.52

High:

LYC.ASX

413.81

Low:

PARRO.PA

-55.72

Details

Price/Book

7.03

High:

NFLX

15.65

Low:

BABA

2.06

Details

Price/Sales

5.26

High:

44.56

Low:

TGT

0.52

Details

Price/CF

19.36

High:

190.93

Low:

VIE.PA

4.8

Details

Price/FCF

67.47

High:

BABA

1,196.17

Low:

ADBE

13.55

Details

P/E Ratio

28.25

High:

LYC.ASX

225.92

Low:

AVAV

-180.61

Details

PEG Ratio

110.52

High:

LYC.ASX

413.81

Low:

PARRO.PA

-55.72

Details

Price/Book

7.03

High:

NFLX

15.65

Low:

BABA

2.06

Details

Price/Sales

5.26

High:

44.56

Low:

TGT

0.52

Details

Price/CF

19.36

High:

190.93

Low:

VIE.PA

4.8

Details

Price/FCF

67.47

High:

BABA

1,196.17

Low:

ADBE

13.55

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.34%	Jul 2021	Sep 2024	38
-5.9%	Feb 2025	May 2025	3
-5.08%	Feb 2026	-	2
-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.

4 copiers.

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

Summary

-2.59%

This Month

+0.09%

Year To Date

+43.5%

2 Years

+50.61%

5 Years

+50.61%

10 Years

+9.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.18%
🖥️ Technology Services
27.08%
🛍️ Retail Trade
15.3%
🛠️ Producer Manufacturing
6.61%
💻 Electronic Technology
4.15%
🏥 Health Services
3.53%
💵 Cash
3.18%
⚡ Utilities
2.64%
🪨 Non Energy Minerals
1.37%
🧬 Health Technology
0.8%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.93%
🇺🇸 NYSE
38.96%
🇩🇪 FRA
3.67%
🇨🇭 SIX
3.41%
🇫🇷 Euronext Paris
3.07%
🇦🇺 Sydney
0.62%

Countries Breakdown

Country
Total

🇺🇸 United States
45.6%
🇨🇳 China
4.32%
🇩🇪 Germany
3.67%
🇨🇭 Switzerland
3.41%
🇫🇷 France
3.07%
🇩🇰 Denmark
0.8%
🇦🇺 Australia
0.62%

Dividends

Dividend Yield

0.61%

11 out of 27 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VIE.PA (4.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VIE.PA	0.12%	4.44%	$1.25
UNH	0.11%	3.04%	$7.74
SIE.DE	0.07%	2.32%	$4.7
HON	0.07%	1.9%	$4.27
TGT	0.07%	3.81%	$4.42
ABBN.ZU	0.05%	1.38%	$0.87
BABA	0.03%	0.79%	$0.98
GOOG	0.03%	0.28%	$0.2
META	0.03%	0.32%	$1
NVO	0.03%	3.45%	$0.98
SAP.DE	0.01%	1.48%	$2.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4/10

Beta

0.94

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-0.99

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-0.99

-2

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

Low:

TGT

0.52

Details

5.26

High:

44.56

Low:

TGT

0.52

Details

Price/CF

19.36

High:

190.93

Low:

VIE.PA

4.8

Details

Price/FCF

67.47

High:

BABA

1,196.17

Low:

ADBE

13.55

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-36.34%	Jul 2021	Sep 2024	38
-5.9%	Feb 2025	May 2025	3
-5.08%	Feb 2026	-	2
-0.89%	Dec 2024	Jan 2025	1
-0.77%	Oct 2024	Nov 2024	1
-0.58%	Nov 2025	Jan 2026	2