Portfolio of FelipeZacariasC on eToro

FelipeZacariasC

🇲🇽 Stock Value Investor.

5 copiers.

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

Summary

-4.17%

This Month

+15.84%

Year To Date

+40.82%

2 Years

+85.23%

5 Years

+85.23%

10 Years

+25.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
43.77%
🖥️ Technology Services
13.01%
🪨 Non Energy Minerals
11.44%
🏭 Industrial Services
9.2%
🛠️ Producer Manufacturing
6.11%
💰 Finance
5.83%
🛍️ Retail Trade
3.02%
📊 ETFs
2.21%
⚡ Utilities
2.2%
🧬 Health Technology
2.04%
🚚 Transportation
0.61%
🧩 Miscellaneous
0.56%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
47.1%
🇺🇸 Nasdaq
45.34%
🇬🇧 LSE
3.81%
🇪🇸 Bolsa De Madrid
2.2%
🇩🇪 FRA
1.49%
🇩🇰 Copenhagen Stock Exchange
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
72.31%
🇹🇼 Taiwan
7.39%
🇨🇦 Canada
4.38%
🇳🇱 Netherlands
3.69%
🇬🇧 United Kingdom
3.25%
🇪🇸 Spain
2.2%
🇩🇪 Germany
1.49%
🇦🇺 Australia
1.44%
🇨🇾 Cyprus
0.61%
🇮🇪 Ireland
0.42%
🇩🇰 Denmark
0.06%

Dividends

Dividend Yield

0.6%

28 out of 36 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $FRO (9.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
B	0.07%	2.12%	$0.4
FRO	0.06%	9.16%	$2.17
TSM	0.05%	0.69%	$1.74
FCX	0.05%	0.88%	$0.6
BHP	0.04%	2.96%	$3.01
JPM	0.04%	1.93%	$4.4
IBE.MC	0.04%	1.76%	$0.45
MSFT	0.04%	0.83%	$3
GS	0.03%	1.56%	$11
RR.L	0.02%	0.75%	-
AXP	0.02%	1.09%	$2.6
LNG	0.02%	0.9%	$1.7
ASML	0.02%	0.44%	$5.57
AVGO	0.02%	0.62%	$19.7
RHM.DE	0.01%	0.94%	$5.7
LLY	0.01%	0.57%	$4.86
FIX	0.01%	0.14%	$1.02
GEV	0.01%	0.18%	-
AAPL	0.01%	0.34%	$0.97
META	0.01%	0.34%	$1
GOOGL	0.01%	0.23%	$0.2
NVDA	0.01%	0.13%	$0.02
MU	0.01%	0.05%	$0.46
WPM	0.01%	0.56%	$0.61
ETN	0%	1.04%	$3.6
CAT	0%	0.65%	$5.31
VRT	0%	0.07%	$0.06
CMI	0%	1.19%	$6.72

Next Dividends

Stock	Type	Date	Pay Per Share
GOOGL	Ex-Dividend	Jun 8, 2026	$0.22
WPM	Pay Day	Jun 9, 2026	$0.20
LLY	Pay Day	Jun 10, 2026	$1.73
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
FRO	Ex-Dividend	Jun 12, 2026	$1.55
META	Ex-Dividend	Jun 15, 2026	$0.53
B	Pay Day	Jun 15, 2026	$0.17
GOOGL	Pay Day	Jun 15, 2026	$0.22
GEV	Ex-Dividend	Jun 16, 2026	$0.50
FRO	Pay Day	Jun 23, 2026	$1.55
META	Pay Day	Jun 25, 2026	$0.53
NVDA	Pay Day	Jun 26, 2026	$0.25
GS	Pay Day	Jun 29, 2026	$4.50
JPM	Ex-Dividend	Jul 6, 2026	$1.50
TSM	Pay Day	Jul 9, 2026	$0.95
GEV	Pay Day	Jul 14, 2026	$0.50
JPM	Pay Day	Jul 31, 2026	$1.50

Performance Metrics

Score 5.1/10

Beta

1.5

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.42

Jensen's Alpha

-1.18

-2

4.5

Omega Ratio

1.29

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.33

0.3

0.6

Calmar Ratio

0.91

0.3

0.6

Beta

1.5

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.42

Jensen's Alpha

-1.18

-2

4.5

Omega Ratio

1.29

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.33

0.3

0.6

Calmar Ratio

0.91

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.26

High:

AMD

171.72

Low:

FRO

8.4

Details

PEG Ratio

87.03

High:

ETN

1,311.75

Low:

FRO

5.25

Details

Price/Book

11.92

High:

AAPL

42.87

Low:

JPM

2.42

Details

Price/Sales

10.72

High:

PLTR

69.73

Low:

NKT.CO

2.04

Details

Price/CF

20.25

High:

PLTR

138.09

Low:

2.27

Details

Price/FCF

44.96

High:

AMZN

325.85

Low:

2.44

Details