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

+10.64%

This Month

+9.13%

Year To Date

+43.87%

2 Years

+74.5%

5 Years

+74.5%

10 Years

+24.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
34.67%
🖥️ Technology Services
15.86%
🪨 Non Energy Minerals
13.01%
🏭 Industrial Services
10.12%
🛠️ Producer Manufacturing
7.47%
💰 Finance
6.54%
🛍️ Retail Trade
3.35%
📊 ETFs
2.67%
⚡ Utilities
2.57%
🧬 Health Technology
2.4%
🚚 Transportation
0.74%
🧩 Miscellaneous
0.6%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.78%
🇺🇸 Nasdaq
38.01%
🇬🇧 LSE
4.41%
🇪🇸 Bolsa De Madrid
2.57%
🇩🇪 FRA
2.17%
🇩🇰 Copenhagen Stock Exchange
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
69.17%
🇹🇼 Taiwan
7.38%
🇨🇦 Canada
5.28%
🇬🇧 United Kingdom
3.81%
🇳🇱 Netherlands
3.66%
🇪🇸 Spain
2.57%
🇩🇪 Germany
2.17%
🇦🇺 Australia
1.42%
🇨🇾 Cyprus
0.74%
🇮🇪 Ireland
0.47%
🇩🇰 Denmark
0.06%

Dividends

Dividend Yield

0.66%

27 out of 33 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $FRO (4.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
B	0.07%	1.97%	$0.4
IBE.MC	0.07%	2.77%	$0.45
FCX	0.05%	0.86%	$0.6
BHP	0.05%	3.3%	$3.01
JPM	0.05%	1.86%	$4.4
MSFT	0.05%	0.85%	$3
TSM	0.05%	0.62%	$1.74
FRO	0.04%	4.77%	$2.17
GS	0.03%	1.65%	$11
RR.L	0.03%	0.75%	-
AXP	0.02%	1.03%	$2.6
LNG	0.02%	0.84%	$1.7
ASML	0.02%	0.51%	$5.57
RHM.DE	0.02%	0.78%	$5.7
LLY	0.02%	0.68%	$4.86
AVGO	0.02%	0.62%	$19.7
FIX	0.01%	0.13%	$1.02
AAPL	0.01%	0.38%	$0.97
META	0.01%	0.31%	$1
GEV	0.01%	0.15%	-
GOOGL	0.01%	0.25%	$0.2
WPM	0.01%	0.47%	$0.61
MU	0.01%	0.11%	$0.46
ETN	0%	1.03%	$3.6
CAT	0%	0.76%	$5.31
VRT	0%	0.06%	$0.06
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
JPM	Pay Day	Apr 30, 2026	$1.50
FCX	Pay Day	May 1, 2026	$0.15
AXP	Pay Day	May 8, 2026	$0.95
CAT	Pay Day	May 19, 2026	$1.51
MSFT	Ex-Dividend	May 21, 2026	$0.91
IBE.MC	Ex-Dividend	May 28, 2026	$0.01
IBE.MC	Pay Day	Jun 1, 2026	$0.01
GS	Ex-Dividend	Jun 1, 2026	$4.50
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GS	Pay Day	Jun 29, 2026	$4.50
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 4.8/10

Beta

1.59

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

-0.7

-2

4.5

Omega Ratio

1.27

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Beta

1.59

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

-0.7

-2

4.5

Omega Ratio

1.27

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.17

High:

PLTR

231.34

Low:

LNG

10.32

Details

PEG Ratio

101

High:

JPM

602.25

Low:

5.16

Details

Price/Book

10.43

High:

PLTR

47.39

Low:

JPM

2.42

Details

Price/Sales

9.06

High:

PLTR

84.18

Low:

NKT.CO

1.84

Details

Price/CF

23.36

High:

PLTR

214.31

Low:

FRO

7.12

Details

Price/FCF

55.61

High:

AMZN

325.85

Low:

JPM

10.48

Details

P/E Ratio

32.17

High:

PLTR

231.34

Low:

LNG

10.32

Details

Worst Drawdowns

Depth	Start	End	Total months
-25.12%	Mar 2024	Aug 2025	17
-7.29%	Mar 2026	Apr 2026	1
-5.22%	Sep 2023	Nov 2023	2
-1.91%	Oct 2025	Dec 2025	2

Monthly Performance

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

+10.64%

This Month

+9.13%

Year To Date

+43.87%

2 Years

+74.5%

5 Years

+74.5%

10 Years

+24.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
34.67%
🖥️ Technology Services
15.86%
🪨 Non Energy Minerals
13.01%
🏭 Industrial Services
10.12%
🛠️ Producer Manufacturing
7.47%
💰 Finance
6.54%
🛍️ Retail Trade
3.35%
📊 ETFs
2.67%
⚡ Utilities
2.57%
🧬 Health Technology
2.4%
🚚 Transportation
0.74%
🧩 Miscellaneous
0.6%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.78%
🇺🇸 Nasdaq
38.01%
🇬🇧 LSE
4.41%
🇪🇸 Bolsa De Madrid
2.57%
🇩🇪 FRA
2.17%
🇩🇰 Copenhagen Stock Exchange
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
69.17%
🇹🇼 Taiwan
7.38%
🇨🇦 Canada
5.28%
🇬🇧 United Kingdom
3.81%
🇳🇱 Netherlands
3.66%
🇪🇸 Spain
2.57%
🇩🇪 Germany
2.17%
🇦🇺 Australia
1.42%
🇨🇾 Cyprus
0.74%
🇮🇪 Ireland
0.47%
🇩🇰 Denmark
0.06%

Dividends

Dividend Yield

0.66%

27 out of 33 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $FRO (4.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
B	0.07%	1.97%	$0.4
IBE.MC	0.07%	2.77%	$0.45
FCX	0.05%	0.86%	$0.6
BHP	0.05%	3.3%	$3.01
JPM	0.05%	1.86%	$4.4
MSFT	0.05%	0.85%	$3
TSM	0.05%	0.62%	$1.74
FRO	0.04%	4.77%	$2.17
GS	0.03%	1.65%	$11
RR.L	0.03%	0.75%	-
AXP	0.02%	1.03%	$2.6
LNG	0.02%	0.84%	$1.7
ASML	0.02%	0.51%	$5.57
RHM.DE	0.02%	0.78%	$5.7
LLY	0.02%	0.68%	$4.86
AVGO	0.02%	0.62%	$19.7
FIX	0.01%	0.13%	$1.02
AAPL	0.01%	0.38%	$0.97
META	0.01%	0.31%	$1
GEV	0.01%	0.15%	-
GOOGL	0.01%	0.25%	$0.2
WPM	0.01%	0.47%	$0.61
MU	0.01%	0.11%	$0.46
ETN	0%	1.03%	$3.6
CAT	0%	0.76%	$5.31
VRT	0%	0.06%	$0.06
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
JPM	Pay Day	Apr 30, 2026	$1.50
FCX	Pay Day	May 1, 2026	$0.15
AXP	Pay Day	May 8, 2026	$0.95
CAT	Pay Day	May 19, 2026	$1.51
MSFT	Ex-Dividend	May 21, 2026	$0.91
IBE.MC	Ex-Dividend	May 28, 2026	$0.01
IBE.MC	Pay Day	Jun 1, 2026	$0.01
GS	Ex-Dividend	Jun 1, 2026	$4.50
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GS	Pay Day	Jun 29, 2026	$4.50
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 4.8/10

Beta

1.59

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

-0.7

-2

4.5

Omega Ratio

1.27

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Beta

1.59

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.13

Jensen's Alpha

-0.7

-2

4.5

Omega Ratio

1.27

1.5

2.5

Treynor Ratio

0.83

0.75

1.25

Information Ratio

0.31

0.3

0.6

Calmar Ratio

0.74

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.17

High:

PLTR

231.34

Low:

LNG

10.32

Details

101

High:

JPM

602.25

Low:

5.16

Details

Price/Book

10.43

High:

PLTR

47.39

Low:

JPM

2.42

Details

Price/Sales

9.06

High:

PLTR

84.18

Low:

NKT.CO

1.84

Details

Price/CF

23.36

High:

PLTR

214.31

Low:

FRO

7.12

Details

Price/FCF

55.61

High:

AMZN

325.85

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.12%	Mar 2024	Aug 2025	17
-7.29%	Mar 2026	Apr 2026	1
-5.22%	Sep 2023	Nov 2023	2
-1.91%	Oct 2025	Dec 2025	2