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

+0.4%

This Month

+36.12%

Year To Date

+63.3%

2 Years

+80.65%

5 Years

+125.2%

10 Years

+16.72%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
34.35%
💻 Electronic Technology
18.99%
📊 ETFs
17.25%
🖥️ Technology Services
9.95%
💵 Cash
9.55%
🧬 Health Technology
3.43%
💼 Commercial Services
2.02%
🍞 Consumer Non Durables
1.78%
🪙 Cryptocurrencies
1.19%
🧪 Process Industries
0.47%
🛍️ Retail Trade
0.42%
🏥 Health Services
0.33%
⛏️ Energy Minerals
0.27%
🚚 Transportation
0.26%
🚗 Consumer Durables
0.06%
🛠️ Producer Manufacturing
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.68%
🇺🇸 Nasdaq
34.51%
🌍 Digital Currency
1.19%
🇬🇧 LSE
0.45%

Countries Breakdown

Country
Total

🇺🇸 United States
38.28%
🇰🇾 Cayman Islands
30.47%
🇨🇦 Canada
2.64%
🇬🇧 United Kingdom
0.48%
🇧🇷 Brazil
0.27%
🇨🇳 China
0.08%
🇹🇼 Taiwan
0.05%
🇳🇱 Netherlands
0.05%
🇮🇪 Ireland
0.05%

Dividends

Dividend Yield

0.26%

28 out of 55 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (9.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.08%	7.05%	$3.92
AAPL	0.05%	0.36%	$0.97
PBR.A	0.03%	9.48%	$2.21
LLY	0.02%	0.59%	$4.86
AVGO	0.02%	0.62%	$19.7
BMY	0.02%	4.87%	$2.34
CRM	0.01%	0.67%	$0.4
TPG	0.01%	3.26%	$1.55
UNH	0.01%	2.57%	$7.74
CCK	0%	1.05%	$0.98
IAG.L	0%	2.18%	-
BAC	0%	2%	$0.96
JPM	0%	1.78%	$4.4
GS	0%	1.68%	$11
RR.L	0%	0.98%	-
MSFT	0%	0.71%	$3
AXP	0%	0.86%	$2.6
META	0%	0.32%	$1
QCOM	0%	2.02%	$3.25
NVDA	0%	0.02%	$0.02
GOOG	0%	0.26%	$0.2
BABA	0%	0.65%	$0.98
TSM	0%	0.91%	$1.74
AMAT	0%	0.67%	$1.44
ORCL	0%	0.91%	$1.6
ASML	0%	0.55%	$5.57
MU	0%	0.2%	$0.46
GOOGL	0%	0.26%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
AMAT	Pay Day	Dec 11, 2025	$0.46
TSM	Ex-Dividend	Dec 11, 2025	$0.84
GS	Pay Day	Dec 30, 2025	$4.00
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 4.9/10

Beta

1.32

1.32

0

0.8

1.2

0

2

Sharpe Ratio

0.57

0.57

0

0.5

1

1.5

1.5

Sortino Ratio

1.03

1.03

0

1

2

3

3

Jensen's Alpha

-0.48

-0.48

-2

0

2

4.5

4.5

Omega Ratio

1.16

1.16

0

1

1.5

2.5

2.5

Treynor Ratio

1.01

1.01

0

0.75

1.25

2

2

Information Ratio

0.18

0.18

0

0.3

0.6

1

1

Calmar Ratio

0.42

0.42

0

0.3

0.6

1

1

Beta

1.32

1.32

0

0.8

1.2

0

2

Sharpe Ratio

0.57

0.57

0

0.5

1

1.5

1.5

Sortino Ratio

1.03

1.03

0

1

2

3

3

Jensen's Alpha

-0.48

-0.48

-2

0

2

4.5

4.5

Omega Ratio

1.16

1.16

0

1

1.5

2.5

2.5

Treynor Ratio

1.01

1.01

0

0.75

1.25

2

2

Information Ratio

0.18

0.18

0

0.3

0.6

1

1

Calmar Ratio

0.42

0.42

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

38.83

High:

TPG

633.09

Low:

SNOW

-63.9

Details

PEG Ratio

135.53

High:

AMAT

6,471.57

Low:

CCK

1.38

Details

Price/Book

18.69

High:

FTNT

83.64

Low:

MO

-37.07

Details

Price/Sales

10.22

High:

PLTR

116.19

Low:

UNH

0.71

Details

Price/CF

32.91

High:

PLTR

258.05

Low:

PBR.A

2.33

Details

Price/FCF

44.9

High:

ORCL

348.36

Low:

GS

4.8

Details

P/E Ratio

38.83

High:

TPG

633.09

Low:

SNOW

-63.9

Details

PEG Ratio

135.53

High:

AMAT

6,471.57

Low:

CCK

1.38

Details

Price/Book

18.69

High:

FTNT

83.64

Low:

MO

-37.07

Details

Price/Sales

10.22

High:

PLTR

116.19

Low:

UNH

0.71

Details

Price/CF

32.91

High:

PLTR

258.05

Low:

PBR.A

2.33

Details

Price/FCF

44.9

High:

ORCL

348.36

Low:

GS

4.8

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