Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

623 copiers.

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

Summary

This Month

-0.17%

Year To Date

+41.82%

2 Years

+40.73%

5 Years

+487.48%

10 Years

+22.67%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.07%
🛍️ Retail Trade
18.15%
💰 Finance
17.07%
💼 Commercial Services
8.15%
💇‍♀️ Consumer Services
7.44%
💻 Electronic Technology
7.24%
⛏️ Energy Minerals
3.41%
🚚 Transportation
2.62%
🚗 Consumer Durables
2.6%
🍞 Consumer Non Durables
2.58%
💵 Cash
2.01%
🧬 Health Technology
1.27%
🛠️ Producer Manufacturing
1.25%
🏥 Health Services
0.85%
❓ Other
0.57%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.77%
🇺🇸 NYSE
35.77%
🇭🇰 Hong Kong Exchanges
7.33%
🇳🇱 Euronext Amsterdam
4.01%
🇫🇷 Euronext Paris
3.05%
🇨🇭 SIX
0.75%
🇦🇪 Dubai Financial Market
0.57%

Countries Breakdown

Country
Total

🇺🇸 United States
49.21%
🇨🇳 China
9.38%
🇧🇷 Brazil
8.76%
🇺🇾 Uruguay
5.85%
🇳🇱 Netherlands
4.01%
🇹🇼 Taiwan
3.23%
🇸🇬 Singapore
3.22%
🇫🇷 France
3.05%
🇮🇪 Ireland
2.77%
🇵🇦 Panama
2.62%
🇮🇱 Israel
1.99%
🇰🇿 Kazakhstan
1.31%
🇩🇰 Denmark
1.27%
🇨🇭 Switzerland
0.75%
🇨🇦 Canada
0.29%

Dividends

Dividend Yield

0.97%

23 out of 38 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $CPA (5.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.19%	5.43%	$2.21
CPA	0.15%	5.63%	$4.86
1398.HK	0.08%	5.06%	$0.33
300.HK	0.07%	2.79%	-
MC.PA	0.05%	2.88%	$13
MSFT	0.05%	0.86%	$3
V	0.04%	0.79%	$2.01
SPGI	0.04%	0.91%	$3.62
NVO	0.04%	2.8%	$0.98
MSCI	0.04%	1.31%	$5.96
0700.HK	0.03%	1.12%	$3.4
ASML.NV	0.02%	0.61%	$6.1
DIS	0.02%	1.45%	$0.75
02020.HK	0.02%	3%	$1.97
TSM	0.02%	0.68%	$1.74
UNH	0.02%	2.4%	$7.74
META	0.02%	0.34%	$1
MA	0.02%	0.66%	$2.46
SU.PA	0.02%	1.56%	$3.5
GOOG	0.01%	0.22%	$0.2
BABA	0.01%	0.76%	$0.98
UBSG.ZU	0.01%	1.24%	$0.64
CRM	0.01%	0.92%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
ASML.NV	Pay Day	May 5, 2026	$3.15
MA	Pay Day	May 8, 2026	$0.87
V	Ex-Dividend	May 12, 2026	$0.67
MSCI	Ex-Dividend	May 14, 2026	$2.05
0700.HK	Ex-Dividend	May 15, 2026	$0.68
02020.HK	Ex-Dividend	May 15, 2026	$0.14
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSCI	Pay Day	May 29, 2026	$2.05
V	Pay Day	Jun 1, 2026	$0.67
0700.HK	Pay Day	Jun 1, 2026	$0.68
02020.HK	Pay Day	Jun 1, 2026	$0.14
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
DIS	Ex-Dividend	Jun 30, 2026	$0.75
TSM	Pay Day	Jul 9, 2026	$0.95
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 6.7/10

Beta

1.24

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

12.97

-2

Omega Ratio

1.77

1.5

2.5

Treynor Ratio

1.69

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.44

0.3

0.6

Beta

1.24

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

12.97

-2

Omega Ratio

1.77

1.5

2.5

Treynor Ratio

1.69

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.44

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.25

High:

SHOP

136.31

Low:

1398.HK

6.32

Details

PEG Ratio

217.87

High:

1398.HK

1,667.99

Low:

PBR.A

3.78

Details

Price/Book

7.08

High:

65.41

Low:

MSCI

-15.47

Details

Price/Sales

6.57

High:

TSM

15.52

Low:

UNH

0.75

Details

Price/CF

16.95

High:

SHOP

103.19

Low:

PBR.A

2.12

Details

Price/FCF

62.8

High:

BABA

1,196.17

Low:

KSPI

5.37

Details

P/E Ratio

27.25

High:

SHOP

136.31

Low:

1398.HK

6.32

Details

PEG Ratio

217.87

High:

1398.HK

1,667.99

Low:

PBR.A

3.78

Details

Price/Book

7.08

High:

65.41

Low:

MSCI

-15.47

Details

Price/Sales

6.57

High:

TSM

15.52

Low:

UNH

0.75

Details

Price/CF

16.95

High:

SHOP

103.19

Low:

PBR.A

2.12

Details

Price/FCF

62.8

High:

BABA

1,196.17

Low:

KSPI

5.37

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-49.59%	Jan 2018	Aug 2020	31
-44.84%	Nov 2021	Jan 2025	38
-11.61%	Feb 2026	-	4
-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
-0.5%	Nov 2025	Dec 2025	1

Monthly Performance

Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

623 copiers.

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

Summary

This Month

-0.17%

Year To Date

+41.82%

2 Years

+40.73%

5 Years

+487.48%

10 Years

+22.67%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.07%
🛍️ Retail Trade
18.15%
💰 Finance
17.07%
💼 Commercial Services
8.15%
💇‍♀️ Consumer Services
7.44%
💻 Electronic Technology
7.24%
⛏️ Energy Minerals
3.41%
🚚 Transportation
2.62%
🚗 Consumer Durables
2.6%
🍞 Consumer Non Durables
2.58%
💵 Cash
2.01%
🧬 Health Technology
1.27%
🛠️ Producer Manufacturing
1.25%
🏥 Health Services
0.85%
❓ Other
0.57%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
46.77%
🇺🇸 NYSE
35.77%
🇭🇰 Hong Kong Exchanges
7.33%
🇳🇱 Euronext Amsterdam
4.01%
🇫🇷 Euronext Paris
3.05%
🇨🇭 SIX
0.75%
🇦🇪 Dubai Financial Market
0.57%

Countries Breakdown

Country
Total

🇺🇸 United States
49.21%
🇨🇳 China
9.38%
🇧🇷 Brazil
8.76%
🇺🇾 Uruguay
5.85%
🇳🇱 Netherlands
4.01%
🇹🇼 Taiwan
3.23%
🇸🇬 Singapore
3.22%
🇫🇷 France
3.05%
🇮🇪 Ireland
2.77%
🇵🇦 Panama
2.62%
🇮🇱 Israel
1.99%
🇰🇿 Kazakhstan
1.31%
🇩🇰 Denmark
1.27%
🇨🇭 Switzerland
0.75%
🇨🇦 Canada
0.29%

Dividends

Dividend Yield

0.97%

23 out of 38 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $CPA (5.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.19%	5.43%	$2.21
CPA	0.15%	5.63%	$4.86
1398.HK	0.08%	5.06%	$0.33
300.HK	0.07%	2.79%	-
MC.PA	0.05%	2.88%	$13
MSFT	0.05%	0.86%	$3
V	0.04%	0.79%	$2.01
SPGI	0.04%	0.91%	$3.62
NVO	0.04%	2.8%	$0.98
MSCI	0.04%	1.31%	$5.96
0700.HK	0.03%	1.12%	$3.4
ASML.NV	0.02%	0.61%	$6.1
DIS	0.02%	1.45%	$0.75
02020.HK	0.02%	3%	$1.97
TSM	0.02%	0.68%	$1.74
UNH	0.02%	2.4%	$7.74
META	0.02%	0.34%	$1
MA	0.02%	0.66%	$2.46
SU.PA	0.02%	1.56%	$3.5
GOOG	0.01%	0.22%	$0.2
BABA	0.01%	0.76%	$0.98
UBSG.ZU	0.01%	1.24%	$0.64
CRM	0.01%	0.92%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
ASML.NV	Pay Day	May 5, 2026	$3.15
MA	Pay Day	May 8, 2026	$0.87
V	Ex-Dividend	May 12, 2026	$0.67
MSCI	Ex-Dividend	May 14, 2026	$2.05
0700.HK	Ex-Dividend	May 15, 2026	$0.68
02020.HK	Ex-Dividend	May 15, 2026	$0.14
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSCI	Pay Day	May 29, 2026	$2.05
V	Pay Day	Jun 1, 2026	$0.67
0700.HK	Pay Day	Jun 1, 2026	$0.68
02020.HK	Pay Day	Jun 1, 2026	$0.14
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
DIS	Ex-Dividend	Jun 30, 2026	$0.75
TSM	Pay Day	Jul 9, 2026	$0.95
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 6.7/10

Beta

1.24

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

12.97

-2

Omega Ratio

1.77

1.5

2.5

Treynor Ratio

1.69

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.44

0.3

0.6

Beta

1.24

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

12.97

-2

Omega Ratio

1.77

1.5

2.5

Treynor Ratio

1.69

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.44

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

27.25

High:

SHOP

136.31

Low:

1398.HK

6.32

Details

PEG Ratio

217.87

High:

1398.HK

1,667.99

Low:

PBR.A

3.78

Details

Price/Book

7.08

High:

65.41

Low:

MSCI

-15.47

Details

Price/Sales

6.57

High:

TSM

15.52

Low:

UNH

0.75

Details

Price/CF

16.95

High:

SHOP

103.19

Low:

PBR.A

2.12

Details

Price/FCF

62.8

High:

BABA

1,196.17

Low:

KSPI

5.37

Details

P/E Ratio

27.25

High:

SHOP

136.31

Low:

1398.HK

6.32

Details

PEG Ratio

217.87

High:

1398.HK

1,667.99

Low:

PBR.A

3.78

Details

Price/Book

7.08

High:

65.41

Low:

MSCI

-15.47

Details

Price/Sales

6.57

High:

TSM

15.52

Low:

UNH

0.75

Details

Price/CF

16.95

High:

SHOP

103.19

Low:

PBR.A

2.12

Details

Price/FCF

62.8

High:

BABA

1,196.17

Low:

KSPI

5.37

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-49.59%	Jan 2018	Aug 2020	31
-44.84%	Nov 2021	Jan 2025	38
-11.61%	Feb 2026	-	4
-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
-0.5%	Nov 2025	Dec 2025	1