Portfolio of FelipeZacariasC on eToro

FelipeZacariasC

🇲🇽 Stock and ETF Multi-Strategy Investor.

2 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%

Today

+2.17%

This Month

+23.99%

Year To Date

+42.83%

2 Years

+42.83%

5 Years

+21.46%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
46.15%
💻 Electronic Technology
14.24%
💰 Finance
10.96%
🖥️ Technology Services
9.5%
🪨 Non Energy Minerals
4.23%
📡 Communications
3.23%
🧬 Health Technology
2.52%
🏭 Industrial Services
2.25%
🛍️ Retail Trade
1.78%
🚗 Consumer Durables
1.25%
🛠️ Producer Manufacturing
1.11%
📦 Distribution Services
0.92%
💇‍♀️ Consumer Services
0.8%
🍞 Consumer Non Durables
0.56%
⛏️ Energy Minerals
0.37%
🏥 Health Services
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
59.64%
🇺🇸 NYSE
24.04%
🇩🇪 FRA
9.63%
🇨🇭 SIX
2.63%
🇬🇧 LSE
1.84%
🇫🇷 Euronext Paris
1.79%
🇮🇹 Borsa Italiana
0.22%
🇭🇰 Hong Kong Exchanges
0.21%

Countries Breakdown

Country
Total

🇺🇸 United States
28.73%
🇩🇪 Germany
9.63%
🇨🇭 Switzerland
4.47%
🇨🇦 Canada
3.3%
🇧🇷 Brazil
3.1%
🇫🇷 France
1.67%
🇬🇧 United Kingdom
1.51%
🇮🇱 Israel
0.5%
🇮🇪 Ireland
0.28%
🇮🇹 Italy
0.22%
🇨🇳 China
0.21%
🇩🇰 Denmark
0.13%
🇳🇱 Netherlands
0.12%

Dividends

Dividend Yield

1.37%

45 out of 71 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $MNG.L (7.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TQQQ	0.58%	1.41%	-
TIMB	0.21%	6.74%	$1
ZURN.ZU	0.13%	5.01%	$26
ADC	0.11%	4.26%	$2.96
CS.PA	0.08%	5.12%	$1.98
VOO	0.05%	1.29%	-
NVS	0.05%	2.87%	$3.2
RHM.DE	0.04%	0.45%	$5.7
ALV.DE	0.01%	4.49%	$13.8
GS	0.01%	1.84%	$11
FIX	0.01%	0.28%	$1.02
CTAS	0.01%	0.7%	$5.4
DIA.US	0.01%	1.52%	-
AVGO	0%	0.8%	$19.7
BAB.L	0%	0.61%	$0.02
ZTS	0%	1.31%	$1.67
EQT	0%	1.17%	$0.62
RR.L	0%	0.6%	-
COKE	0%	0.87%	$2
ITWN.L	0%	2.59%	-
MTX.DE	0%	0.57%	$2
DTE.DE	0%	2.97%	$0.77
CASY	0%	0.4%	$1.79
MSFT	0%	0.65%	$3
GOOGL	0%	0.43%	$0.2
LDO.MI	0%	1.07%	$0.28
NVO	0%	1.83%	$0.98
UNH	0%	3.02%	$7.74
JPM	0%	1.82%	$4.4
PGR	0%	2%	$1.15
META	0%	0.29%	$1
MTG	0%	2.04%	$0.46
MAG	0%	0.18%	-
HO.PA	0%	1.5%	$3.4
COST	0%	0.52%	$19.22
MNG.L	0%	7.75%	$0.2
SPYG	0%	0.6%	-
MA	0%	0.53%	$2.46
AIR.PA	0%	1.08%	$1.8
AXP	0%	1%	$2.6
EXP	0%	0.47%	$1
02382.HK	0%	0.7%	$0.22
NVDA	0%	0.02%	$0.02
GEV	0%	0.13%	-
CRM	0%	0.62%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
COKE	Ex-Dividend	Jul 25, 2025	$0.25
JPM	Pay Day	Jul 31, 2025	$1.40
ADC	Ex-Dividend	Jul 31, 2025	$0.26
COST	Ex-Dividend	Aug 1, 2025	$1.30
CASY	Ex-Dividend	Aug 1, 2025	$0.57
EQT	Ex-Dividend	Aug 6, 2025	$0.16
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
COKE	Pay Day	Aug 8, 2025	$0.25
ADC	Pay Day	Aug 14, 2025	$0.26
COST	Pay Day	Aug 15, 2025	$1.30
CASY	Pay Day	Aug 15, 2025	$0.57
GEV	Pay Day	Aug 18, 2025	$0.25
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
BAB.L	Ex-Dividend	Aug 21, 2025	$0.06
GS	Ex-Dividend	Aug 29, 2025	$4.00
EQT	Pay Day	Sep 2, 2025	$0.16
ZTS	Pay Day	Sep 3, 2025	$0.50
MSFT	Pay Day	Sep 11, 2025	$0.83
GS	Pay Day	Sep 29, 2025	$4.00
BAB.L	Pay Day	Sep 30, 2025	$0.06

Performance Metrics

Score 4/10

Beta

1.68

0.8

1.2

Sharpe Ratio

0.58

0.5

1.5

Sortino Ratio

1.08

Jensen's Alpha

-3.16

-4

4.5

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

0.76

0.3

0.6

Beta

1.68

0.8

1.2

Sharpe Ratio

0.58

0.5

1.5

Sortino Ratio

1.08

Jensen's Alpha

-3.16

-4

4.5

Omega Ratio

1.2

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

0.76

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.77

High:

TSLA

181.29

Low:

CRWD

-681.21

Details

PEG Ratio

213.43

High:

EXP

1,625.61

Low:

00268.HK

-978.14

Details

Price/Book

8.52

High:

APP

214.31

Low:

RR.L

-93.26

Details

Price/Sales

7.91

High:

ASTS

2,801.13

Low:

MAG

Details

Price/CF

25.47

High:

MAG

213.87

Low:

HDSN

2.63

Details

Price/FCF

38.26

High:

AVAV

147.21

Low:

HDSN

2.78

Details