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

+0.45%

This Month

+21%

Year To Date

+64.36%

2 Years

+125.33%

5 Years

+100.18%

10 Years

+14.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
35.53%
💻 Electronic Technology
19.26%
📊 ETFs
14.91%
🖥️ Technology Services
13.52%
💼 Commercial Services
4.29%
🧬 Health Technology
3.38%
💵 Cash
2.31%
🍞 Consumer Non Durables
2.27%
🪙 Cryptocurrencies
1.37%
🛍️ Retail Trade
0.69%
⛏️ Energy Minerals
0.49%
🚚 Transportation
0.45%
🏥 Health Services
0.38%
🚗 Consumer Durables
0.1%
🛠️ Producer Manufacturing
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.21%
🇺🇸 Nasdaq
38.39%
🌍 Digital Currency
1.37%
🇬🇧 LSE
0.74%

Countries Breakdown

Country
Total

🇺🇸 United States
42.46%
🇰🇾 Cayman Islands
31.29%
🇨🇦 Canada
4.98%
🇬🇧 United Kingdom
0.8%
🇧🇷 Brazil
0.49%
🇨🇳 China
0.14%
🇮🇪 Ireland
0.1%
🇹🇼 Taiwan
0.09%
🇳🇱 Netherlands
0.07%

Dividends

Dividend Yield

0.4%

29 out of 55 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (10.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.1%	6.19%	$3.92
AAPL	0.05%	0.43%	$0.97
PBR.A	0.05%	10.36%	$2.21
VOO	0.04%	1.22%	-
VUG	0.03%	0.45%	-
VONG	0.02%	0.5%	-
LLY	0.02%	0.8%	$4.86
AVGO	0.02%	0.7%	$19.7
TPG	0.01%	3.26%	$1.55
UNH	0.01%	2.73%	$7.74
CRM	0.01%	0.66%	$0.4
IAG.L	0.01%	1.84%	-
RR.L	0%	0.98%	-
C	0%	2.39%	$2.12
MSFT	0%	0.67%	$3
JPM	0%	1.8%	$4.4
GS	0%	1.76%	$11
QCOM	0%	2.18%	$3.25
AXP	0%	0.93%	$2.6
META	0%	0.27%	$1
GOOG	0%	0.35%	$0.2
BABA	0%	0.76%	$0.98
TSM	0%	1.01%	$1.74
NVDA	0%	0.02%	$0.02
AMAT	0%	1.06%	$1.44
ORCL	0%	0.77%	$1.6
ASML	0%	0.78%	$5.57
MU	0%	0.35%	$0.46
GOOGL	0%	0.35%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
AMAT	Pay Day	Sep 11, 2025	$0.46
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
MO	Ex-Dividend	Sep 15, 2025	$1.06
GOOGL	Pay Day	Sep 15, 2025	$0.21
TSM	Ex-Dividend	Sep 16, 2025	$0.82
CRM	Ex-Dividend	Sep 17, 2025	$0.42
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
UNH	Pay Day	Sep 23, 2025	$2.21
QCOM	Pay Day	Sep 25, 2025	$0.89
GS	Pay Day	Sep 29, 2025	$4.00
AVGO	Pay Day	Sep 30, 2025	$0.59
NVDA	Pay Day	Oct 2, 2025	$0.01
CRM	Pay Day	Oct 9, 2025	$0.42
TSM	Pay Day	Oct 9, 2025	$0.82
MO	Pay Day	Oct 10, 2025	$1.06

Performance Metrics

Score 4.4/10

Beta

1.32

1.32

0

0.8

1.2

0

2

Sharpe Ratio

0.51

0.51

0

0.5

1

1.5

1.5

Sortino Ratio

0.91

0.91

0

1

2

3

3

Jensen's Alpha

-1.3

-1.3

-2

0

2

4.5

4.5

Omega Ratio

1.11

1.11

0

1

1.5

2.5

2.5

Treynor Ratio

0.93

0.93

0

0.75

1.25

2

2

Information Ratio

0.12

0.12

0

0.3

0.6

1

1

Calmar Ratio

0.37

0.37

0

0.3

0.6

1

1

Beta

1.32

1.32

0

0.8

1.2

0

2

Sharpe Ratio

0.51

0.51

0

0.5

1

1.5

1.5

Sortino Ratio

0.91

0.91

0

1

2

3

3

Jensen's Alpha

-1.3

-1.3

-2

0

2

4.5

4.5

Omega Ratio

1.11

1.11

0

1

1.5

2.5

2.5

Treynor Ratio

0.93

0.93

0

0.75

1.25

2

2

Information Ratio

0.12

0.12

0

0.3

0.6

1

1

Calmar Ratio

0.37

0.37

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.1

High:

PLTR

508.84

Low:

TPG

-318.74

Details

PEG Ratio

4,582.37

High:

AAPL

24,772.26

Low:

ESPR

-13.81

Details

Price/Book

16.12

High:

PLTR

61.25

Low:

ARX

-124.51

Details

Price/Sales

8.99

High:

PLTR

114.05

Low:

UNH

0.68

Details

Price/CF

29.92

High:

PLTR

202

Low:

PBR.A

2.19

Details

Price/FCF

42.16

High:

LLY

631.92

Low:

GS

3.62

Details

P/E Ratio

37.1

High:

PLTR

508.84

Low:

TPG

-318.74

Details

PEG Ratio

4,582.37

High:

AAPL

24,772.26

Low:

ESPR

-13.81

Details

Price/Book

16.12

High:

PLTR

61.25

Low:

ARX

-124.51

Details

Price/Sales

8.99

High:

PLTR

114.05

Low:

UNH

0.68

Details

Price/CF

29.92

High:

PLTR

202

Low:

PBR.A

2.19

Details

Price/FCF

42.16

High:

LLY

631.92

Low:

GS

3.62

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
-7.24%	Nov 2024	Jan 2025	2
-6.96%	Sep 2021	Oct 2021	1
-5.61%	May 2021	Aug 2021	3
-3.24%	Mar 2021	Apr 2021	1
-2.5%	Jul 2025	Aug 2025	1

Monthly Performance