Effective portfolio of FelipeMarqueis on eToro

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FelipeMarqueis

🇨🇭 Stock and ETF Investor.

1 copier.

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

Effective Portfolio

Summary

-4.82%

This Month

-1.12%

Year To Date

+33.76%

2 Years

+50.62%

5 Years

+119.38%

10 Years

+14.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
30.68%
💻 Electronic Technology
26.73%
💰 Finance
23.51%
🧩 Miscellaneous
4.45%
🖥️ Technology Services
4.21%
🧬 Health Technology
3.24%
⛏️ Energy Minerals
2.4%
💵 Cash
1.35%
🛠️ Producer Manufacturing
1.23%
🛍️ Retail Trade
0.71%
🪙 Cryptocurrencies
0.21%
🚚 Transportation
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.09%
🇺🇸 Nasdaq
39.98%
🇬🇧 LSE
1.44%
🇳🇴 Oslo Stock Exchange
0.67%
🇫🇷 Euronext Paris
0.59%
🇩🇪 FRA
0.51%
🌍 Digital Currency
0.21%

Countries Breakdown

Country
Total

🇺🇸 United States
35.45%
🇧🇷 Brazil
22.27%
🇬🇧 United Kingdom
1.44%
🇳🇴 Norway
0.67%
🇫🇷 France
0.59%
🇩🇪 Germany
0.51%
🇨🇭 Switzerland
0.37%
🇨🇳 China
0.34%
🇹🇼 Taiwan
0.34%
🇳🇱 Netherlands
0.18%

Dividends

Dividend Yield

0.25%

35 out of 80 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $BP.L (4.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AAPL	0.04%	0.34%	$0.97
EQNR.OL	0.03%	4.1%	$13.95
TTE.PA	0.03%	4.38%	$3.06
BP.L	0.03%	4.58%	$0.23
SHEL.L	0.02%	3.42%	$0.8
LLY	0.02%	0.57%	$4.86
QQQ	0.01%	0.38%	-
BAC	0.01%	2.11%	$0.96
JPM	0.01%	1.93%	$4.4
C	0.01%	1.77%	$2.12
GS	0%	1.56%	$11
TXN	0%	1.9%	$5.14
SIE.DE	0%	1.98%	$4.7
CSCO	0%	1.29%	$1.58
IBM	0%	2.26%	$6.65
HON	0%	2.16%	$4.27
MSFT	0%	0.83%	$3
ORCL	0%	0.86%	$1.6
MU	0%	0.05%	$0.46
TSM	0%	0.69%	$1.74
RR.L	0%	0.75%	-
AVGO	0%	0.62%	$19.7
BABA	0%	0.82%	$0.98
STM.US	0%	0.46%	$0.23
AMAT	0%	0.4%	$1.44
CRM	0%	0.9%	$0.4
IFX.DE	0%	0.44%	$0.35
GOOGL	0%	0.23%	$0.2
LRCX	0%	0.32%	$8
META	0%	0.34%	$1
NVDA	0%	0.13%	$0.02
ASML	0%	0.44%	$5.57
MRVL	0%	0.08%	$0.24
GFS	0%	0.15%	-
VRT	0%	0.07%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share
GOOGL	Ex-Dividend	Jun 8, 2026	$0.22
IBM	Pay Day	Jun 10, 2026	$1.69
LLY	Pay Day	Jun 10, 2026	$1.73
MSFT	Pay Day	Jun 11, 2026	$0.91
BABA	Ex-Dividend	Jun 11, 2026	$1.05
AMAT	Pay Day	Jun 11, 2026	$0.53
CRM	Ex-Dividend	Jun 11, 2026	$0.44
TSM	Ex-Dividend	Jun 11, 2026	$0.95
META	Ex-Dividend	Jun 15, 2026	$0.53
GOOGL	Pay Day	Jun 15, 2026	$0.22
LRCX	Ex-Dividend	Jun 17, 2026	$0.26
STM.US	Ex-Dividend	Jun 23, 2026	$0.09
GFS	Ex-Dividend	Jun 24, 2026	$0.12
META	Pay Day	Jun 25, 2026	$0.53
BAC	Pay Day	Jun 26, 2026	$0.28
NVDA	Pay Day	Jun 26, 2026	$0.25
BP.L	Pay Day	Jun 26, 2026	$0.08
GS	Pay Day	Jun 29, 2026	$4.50
SHEL.L	Pay Day	Jun 29, 2026	$0.39
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
STM.US	Pay Day	Jun 30, 2026	$0.09
TTE.PA	Pay Day	Jul 2, 2026	$1.01
CRM	Pay Day	Jul 2, 2026	$0.44
CSCO	Ex-Dividend	Jul 6, 2026	$0.42
JPM	Ex-Dividend	Jul 6, 2026	$1.50
LRCX	Pay Day	Jul 8, 2026	$0.26
TSM	Pay Day	Jul 9, 2026	$0.95
BABA	Pay Day	Jul 13, 2026	$1.05
GFS	Pay Day	Jul 14, 2026	$0.12
CSCO	Pay Day	Jul 22, 2026	$0.42
JPM	Pay Day	Jul 31, 2026	$1.50
EQNR.OL	Ex-Dividend	Aug 13, 2026	$0.39
EQNR.OL	Pay Day	Aug 27, 2026	$0.39

Performance Metrics

Score 4.4/10

Beta

1.26

1.26

0

0.8

1.2

0

2

Sharpe Ratio

0.52

0.52

0

0.5

1

1.5

1.5

Sortino Ratio

0.95

0.95

0

1

2

3

3

Jensen's Alpha

-1.34

-1.34

-2

0

2

4.5

4.5

Omega Ratio

1.09

1.09

0

1

1.5

2.5

2.5

Treynor Ratio

0.95

0.95

0

0.75

1.25

2

2

Information Ratio

0.1

0.1

0

0.3

0.6

1

1

Calmar Ratio

0.38

0.38

0

0.3

0.6

1

1

Beta

1.26

1.26

0

0.8

1.2

0

2

Sharpe Ratio

0.52

0.52

0

0.5

1

1.5

1.5

Sortino Ratio

0.95

0.95

0

1

2

3

3

Jensen's Alpha

-1.34

-1.34

-2

0

2

4.5

4.5

Omega Ratio

1.09

1.09

0

1

1.5

2.5

2.5

Treynor Ratio

0.95

0.95

0

0.75

1.25

2

2

Information Ratio

0.1

0.1

0

0.3

0.6

1

1

Calmar Ratio

0.38

0.38

0

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

37

High:

DDOG

650.12

Low:

BIDU

-5,810.34

Details

PEG Ratio

44.8

High:

JPM

603.47

Low:

CRWD

-5,187.17

Details

Price/Book

21.39

High:

APP

79.52

Low:

BIDU

1.18

Details

Price/Sales

9.69

High:

QBTS

816.21

Low:

BP.L

0.59

Details

Price/CF

23.16

High:

COHR

333.3

Low:

GS

2.27

Details

Price/FCF

33.94

High:

TXN

4,155.74

Low:

GS

2.44

Details

P/E Ratio

37

High:

DDOG

650.12

Low:

BIDU

-5,810.34

Details

PEG Ratio

44.8

High:

JPM

603.47

Low:

CRWD

-5,187.17

Details

Price/Book

21.39

High:

APP

79.52

Low:

BIDU

1.18

Details

Price/Sales

9.69

High:

QBTS

816.21

Low:

BP.L

0.59

Details

Price/CF

23.16

High:

COHR

333.3

Low:

GS

2.27

Details

Price/FCF

33.94

High:

TXN

4,155.74

Low:

GS

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-39.07%	Nov 2021	Jul 2024	32
-23%	Sep 2020	Nov 2020	2
-13.05%	Feb 2025	Jun 2025	4
-7.8%	Dec 2025	May 2026	5
-7.24%	Nov 2024	Jan 2025	2
-6.96%	Sep 2021	Oct 2021	1
-5.61%	May 2021	Aug 2021	3
-4.82%	Jun 2026	-	1
-3.24%	Mar 2021	Apr 2021	1
-2.5%	Jul 2025	Aug 2025	1

Monthly Performance