Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

639 copiers.

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

Summary

+1.02%

This Month

+17.95%

Year To Date

+62.72%

2 Years

+77.56%

5 Years

+447.13%

10 Years

+23.67%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.01%
💰 Finance
17.46%
💻 Electronic Technology
17.28%
🛍️ Retail Trade
13.9%
💇‍♀️ Consumer Services
5.91%
💼 Commercial Services
4.72%
📊 ETFs
3.92%
⛏️ Energy Minerals
3.7%
🧬 Health Technology
3.65%
🍞 Consumer Non Durables
2.16%
🚗 Consumer Durables
2.06%
🛠️ Producer Manufacturing
1.11%
🚚 Transportation
0.73%
💵 Cash
0.5%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.3%
🇺🇸 NYSE
40.01%
🇭🇰 Hong Kong Exchanges
3.51%
🇳🇱 Euronext Amsterdam
3.35%
🇫🇷 Euronext Paris
3.27%
🇨🇭 SIX
2.84%
🇬🇧 LSE
2.33%

Countries Breakdown

Country
Total

🇺🇸 United States
53.95%
🇨🇳 China
6.63%
🇹🇼 Taiwan
5.29%
🇺🇾 Uruguay
5.18%
🇳🇱 Netherlands
3.35%
🇫🇷 France
3.27%
🇰🇾 Cayman Islands
3.12%
🇨🇭 Switzerland
2.84%
🇰🇷 South Korea
2.33%
🇸🇬 Singapore
1.81%
🇬🇧 United Kingdom
1.43%
🇧🇷 Brazil
1.4%
🇩🇰 Denmark
1.37%
🇨🇦 Canada
1.09%
🇯🇵 Japan
0.94%
🇮🇪 Ireland
0.93%
🇵🇦 Panama
0.73%

Dividends

Dividend Yield

1.08%

29 out of 40 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (10.4%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.15%	10.4%	$2.21
VEA	0.11%	2.7%	-
CVX	0.1%	4.4%	$6.28
HSBC	0.07%	5.01%	$3.03
300.HK	0.06%	2.8%	-
MC.PA	0.06%	2.63%	$13
TSM	0.05%	1.01%	$1.74
ROG.ZU	0.05%	3.54%	$9.6
CPA	0.04%	5.5%	$4.86
SMSN.L	0.04%	1.69%	$23.68
UBSG.ZU	0.03%	2.29%	$0.64
ASML.NV	0.03%	0.98%	$6.1
MSFT	0.03%	0.67%	$3
V	0.03%	0.69%	$2.01
NVO	0.03%	2.23%	$0.98
GOOG	0.03%	0.35%	$0.2
AXP	0.02%	0.93%	$2.6
AAPL	0.02%	0.43%	$0.97
SU.PA	0.02%	1.79%	$3.5
MA	0.02%	0.5%	$2.46
SPGI	0.02%	0.71%	$3.62
DIS	0.02%	0.85%	$0.75
META	0.01%	0.27%	$1
BABA	0.01%	0.76%	$0.98
0700.HK	0.01%	0.74%	$3.4
LLY	0.01%	0.8%	$4.86
TCOM.CH	0.01%	0.39%	-
CRM	0.01%	0.65%	$0.4
SONY	0%	0.35%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
CVX	Pay Day	Sep 10, 2025	$1.71
LLY	Pay Day	Sep 10, 2025	$1.50
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
CPA	Pay Day	Sep 15, 2025	$1.61
TSM	Ex-Dividend	Sep 16, 2025	$0.82
HSBC	Pay Day	Sep 26, 2025	$0.50
TSM	Pay Day	Oct 9, 2025	$0.82
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47

Performance Metrics

Score 6.9/10

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.48

Jensen's Alpha

14.42

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.84

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.48

Jensen's Alpha

14.42

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.84

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.13

High:

AMD

93.13

Low:

PBR.A

5.38

Details

PEG Ratio

1,591.88

High:

AAPL

24,779.06

Low:

UBSG.ZU

2.52

Details

Price/Book

8.68

High:

68.72

Low:

FICO

-26.19

Details

Price/Sales

6.81

High:

FICO

19.35

Low:

PBR.A

0.85

Details

Price/CF

19.5

High:

SHOP

82.85

Low:

PBR.A

2.19

Details

Price/FCF

46.66

High:

LLY

631.92

Low:

HSBC

5.09

Details

P/E Ratio

30.13

High:

AMD

93.13

Low:

PBR.A

5.38

Details

PEG Ratio

1,591.88

High:

AAPL

24,779.06

Low:

UBSG.ZU

2.52

Details

Worst Drawdowns

Depth	Start	End	Total months
-49.59%	Jan 2018	Aug 2020	31
-44.84%	Nov 2021	Jan 2025	38
-7.15%	Feb 2025	Jun 2025	4
-6.42%	Sep 2021	Oct 2021	1
-6.14%	Sep 2020	Nov 2020	2
-1.11%	May 2021	Jun 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.01%
💰 Finance
17.46%
💻 Electronic Technology
17.28%
🛍️ Retail Trade
13.9%
💇‍♀️ Consumer Services
5.91%
💼 Commercial Services
4.72%
📊 ETFs
3.92%
⛏️ Energy Minerals
3.7%
🧬 Health Technology
3.65%
🍞 Consumer Non Durables
2.16%
🚗 Consumer Durables
2.06%
🛠️ Producer Manufacturing
1.11%
🚚 Transportation
0.73%
💵 Cash
0.5%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.3%
🇺🇸 NYSE
40.01%
🇭🇰 Hong Kong Exchanges
3.51%
🇳🇱 Euronext Amsterdam
3.35%
🇫🇷 Euronext Paris
3.27%
🇨🇭 SIX
2.84%
🇬🇧 LSE
2.33%

Countries Breakdown

Country
Total

🇺🇸 United States
53.95%
🇨🇳 China
6.63%
🇹🇼 Taiwan
5.29%
🇺🇾 Uruguay
5.18%
🇳🇱 Netherlands
3.35%
🇫🇷 France
3.27%
🇰🇾 Cayman Islands
3.12%
🇨🇭 Switzerland
2.84%
🇰🇷 South Korea
2.33%
🇸🇬 Singapore
1.81%
🇬🇧 United Kingdom
1.43%
🇧🇷 Brazil
1.4%
🇩🇰 Denmark
1.37%
🇨🇦 Canada
1.09%
🇯🇵 Japan
0.94%
🇮🇪 Ireland
0.93%
🇵🇦 Panama
0.73%

Dividends

Dividend Yield

1.08%

29 out of 40 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (10.4%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.15%	10.4%	$2.21
VEA	0.11%	2.7%	-
CVX	0.1%	4.4%	$6.28
HSBC	0.07%	5.01%	$3.03
300.HK	0.06%	2.8%	-
MC.PA	0.06%	2.63%	$13
TSM	0.05%	1.01%	$1.74
ROG.ZU	0.05%	3.54%	$9.6
CPA	0.04%	5.5%	$4.86
SMSN.L	0.04%	1.69%	$23.68
UBSG.ZU	0.03%	2.29%	$0.64
ASML.NV	0.03%	0.98%	$6.1
MSFT	0.03%	0.67%	$3
V	0.03%	0.69%	$2.01
NVO	0.03%	2.23%	$0.98
GOOG	0.03%	0.35%	$0.2
AXP	0.02%	0.93%	$2.6
AAPL	0.02%	0.43%	$0.97
SU.PA	0.02%	1.79%	$3.5
MA	0.02%	0.5%	$2.46
SPGI	0.02%	0.71%	$3.62
DIS	0.02%	0.85%	$0.75
META	0.01%	0.27%	$1
BABA	0.01%	0.76%	$0.98
0700.HK	0.01%	0.74%	$3.4
LLY	0.01%	0.8%	$4.86
TCOM.CH	0.01%	0.39%	-
CRM	0.01%	0.65%	$0.4
SONY	0%	0.35%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
CVX	Pay Day	Sep 10, 2025	$1.71
LLY	Pay Day	Sep 10, 2025	$1.50
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
CPA	Pay Day	Sep 15, 2025	$1.61
TSM	Ex-Dividend	Sep 16, 2025	$0.82
HSBC	Pay Day	Sep 26, 2025	$0.50
TSM	Pay Day	Oct 9, 2025	$0.82
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47

Performance Metrics

Score 6.9/10

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.48

Jensen's Alpha

14.42

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.84

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.48

Jensen's Alpha

14.42

-2

Omega Ratio

1.81

1.5

2.5

Treynor Ratio

1.84

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.13

High:

AMD

93.13

Low:

PBR.A

5.38

Details

PEG Ratio

1,591.88

High:

AAPL

24,779.06

Low:

UBSG.ZU

2.52

Details

8.68

High:

68.72

Low:

FICO

-26.19

Details

Price/Sales

6.81

High:

FICO

19.35

Low:

PBR.A

0.85

Details

Price/CF

19.5

High:

SHOP

82.85

Low:

PBR.A

2.19

Details

Price/FCF

46.66

High:

LLY

631.92

Low:

HSBC

5.09

Details

Depth

Start

End

Total months

-49.59%

Jan 2018

Aug 2020

-44.84%

Nov 2021

Jan 2025

-7.15%

Feb 2025

Jun 2025

-6.42%

Sep 2021

Oct 2021

-6.14%

Sep 2020

Nov 2020

-1.11%

May 2021

Jun 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics