Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

641 copiers.

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

Summary

+1.25%

This Month

+23.34%

Year To Date

+74.94%

2 Years

+85.72%

5 Years

+472.12%

10 Years

+24.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.16%
💰 Finance
17.85%
🛍️ Retail Trade
14.23%
💻 Electronic Technology
8.94%
💼 Commercial Services
7.62%
💵 Cash
6.7%
💇‍♀️ Consumer Services
5.62%
📊 ETFs
3.86%
⛏️ Energy Minerals
3.5%
🧬 Health Technology
2.58%
🍞 Consumer Non Durables
2.56%
🚗 Consumer Durables
1.89%
🚚 Transportation
1.51%
🛠️ Producer Manufacturing
1.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.57%
🇺🇸 Nasdaq
37.62%
🇳🇱 Euronext Amsterdam
4.92%
🇫🇷 Euronext Paris
3.77%
🇭🇰 Hong Kong Exchanges
3.34%
🇨🇭 SIX
1.31%

Countries Breakdown

Country
Total

🇺🇸 United States
50.89%
🇨🇳 China
5.71%
🇺🇾 Uruguay
5.02%
🇳🇱 Netherlands
4.92%
🇰🇾 Cayman Islands
4.71%
🇹🇼 Taiwan
4.02%
🇫🇷 France
3.77%
🇸🇬 Singapore
1.7%
🇩🇰 Denmark
1.63%
🇵🇦 Panama
1.51%
🇮🇪 Ireland
1.32%
🇨🇭 Switzerland
1.31%
🇧🇷 Brazil
1.3%
🇨🇦 Canada
1.16%
🇬🇧 United Kingdom
0.98%
🇰🇿 Kazakhstan
0.71%

Dividends

Dividend Yield

0.92%

26 out of 37 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (11.23%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.15%	11.23%	$2.21
CVX	0.1%	4.38%	$6.28
CPA	0.08%	5.08%	$4.86
300.HK	0.06%	2.98%	-
MC.PA	0.05%	2.11%	$13
HSBC	0.05%	4.96%	$3.03
SPGI	0.04%	0.8%	$3.62
NVO	0.04%	2.24%	$0.98
ASML.NV	0.04%	0.74%	$6.1
TSM	0.03%	0.84%	$1.74
V	0.03%	0.68%	$2.01
KSPI	0.03%	4.68%	-
UBSG.ZU	0.03%	2.45%	$0.64
MSFT	0.03%	0.66%	$3
MSCI	0.03%	1.29%	$5.96
GOOG	0.02%	0.32%	$0.2
MA	0.02%	0.53%	$2.46
SU.PA	0.02%	1.56%	$3.5
META	0.02%	0.35%	$1
DIS	0.02%	0.88%	$0.75
0700.HK	0.01%	0.71%	$3.4
BABA	0.01%	0.62%	$0.98
LLY	0.01%	0.72%	$4.86
TCOM.CH	0.01%	0.39%	-
CRM	0.01%	0.62%	$0.4
AXP	0.01%	0.9%	$2.6

Next Dividends

Stock	Type	Date	Pay Per Share
ASML.NV	Ex-Dividend	Oct 28, 2025	$1.86
ASML.NV	Pay Day	Nov 6, 2025	$1.86
MA	Pay Day	Nov 7, 2025	$0.76
AXP	Pay Day	Nov 10, 2025	$0.82
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
SPGI	Ex-Dividend	Nov 25, 2025	$0.96
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47
SPGI	Pay Day	Dec 10, 2025	$0.96
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 6.9/10

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

14.35

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

14.35

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.64

High:

SHOP

91.48

Low:

PBR.A

5.21

Details

PEG Ratio

231.65

High:

MSCI

3,627.46

Low:

UBSG.ZU

2.36

Details

Price/Book

8.23

High:

65.34

Low:

MSCI

-46.85

Details

Price/Sales

6.99

High:

SHOP

21.53

Low:

PBR.A

0.83

Details

Price/CF

19.31

High:

SHOP

82.85

Low:

PBR.A

2.19

Details

Price/FCF

50.68

High:

LLY

631.92

Low:

HSBC

5.09

Details

P/E Ratio

30.64

High:

SHOP

91.48

Low:

PBR.A

5.21

Details

PEG Ratio

231.65

High:

MSCI

3,627.46

Low:

UBSG.ZU

2.36

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
23.16%
💰 Finance
17.85%
🛍️ Retail Trade
14.23%
💻 Electronic Technology
8.94%
💼 Commercial Services
7.62%
💵 Cash
6.7%
💇‍♀️ Consumer Services
5.62%
📊 ETFs
3.86%
⛏️ Energy Minerals
3.5%
🧬 Health Technology
2.58%
🍞 Consumer Non Durables
2.56%
🚗 Consumer Durables
1.89%
🚚 Transportation
1.51%
🛠️ Producer Manufacturing
1.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.57%
🇺🇸 Nasdaq
37.62%
🇳🇱 Euronext Amsterdam
4.92%
🇫🇷 Euronext Paris
3.77%
🇭🇰 Hong Kong Exchanges
3.34%
🇨🇭 SIX
1.31%

Countries Breakdown

Country
Total

🇺🇸 United States
50.89%
🇨🇳 China
5.71%
🇺🇾 Uruguay
5.02%
🇳🇱 Netherlands
4.92%
🇰🇾 Cayman Islands
4.71%
🇹🇼 Taiwan
4.02%
🇫🇷 France
3.77%
🇸🇬 Singapore
1.7%
🇩🇰 Denmark
1.63%
🇵🇦 Panama
1.51%
🇮🇪 Ireland
1.32%
🇨🇭 Switzerland
1.31%
🇧🇷 Brazil
1.3%
🇨🇦 Canada
1.16%
🇬🇧 United Kingdom
0.98%
🇰🇿 Kazakhstan
0.71%

Dividends

Dividend Yield

0.92%

26 out of 37 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (11.23%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.15%	11.23%	$2.21
CVX	0.1%	4.38%	$6.28
CPA	0.08%	5.08%	$4.86
300.HK	0.06%	2.98%	-
MC.PA	0.05%	2.11%	$13
HSBC	0.05%	4.96%	$3.03
SPGI	0.04%	0.8%	$3.62
NVO	0.04%	2.24%	$0.98
ASML.NV	0.04%	0.74%	$6.1
TSM	0.03%	0.84%	$1.74
V	0.03%	0.68%	$2.01
KSPI	0.03%	4.68%	-
UBSG.ZU	0.03%	2.45%	$0.64
MSFT	0.03%	0.66%	$3
MSCI	0.03%	1.29%	$5.96
GOOG	0.02%	0.32%	$0.2
MA	0.02%	0.53%	$2.46
SU.PA	0.02%	1.56%	$3.5
META	0.02%	0.35%	$1
DIS	0.02%	0.88%	$0.75
0700.HK	0.01%	0.71%	$3.4
BABA	0.01%	0.62%	$0.98
LLY	0.01%	0.72%	$4.86
TCOM.CH	0.01%	0.39%	-
CRM	0.01%	0.62%	$0.4
AXP	0.01%	0.9%	$2.6

Next Dividends

Stock	Type	Date	Pay Per Share
ASML.NV	Ex-Dividend	Oct 28, 2025	$1.86
ASML.NV	Pay Day	Nov 6, 2025	$1.86
MA	Pay Day	Nov 7, 2025	$0.76
AXP	Pay Day	Nov 10, 2025	$0.82
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
SPGI	Ex-Dividend	Nov 25, 2025	$0.96
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47
SPGI	Pay Day	Dec 10, 2025	$0.96
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 6.9/10

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

14.35

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

1.24

0.8

1.2

Sharpe Ratio

0.57

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

14.35

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.64

High:

SHOP

91.48

Low:

PBR.A

5.21

Details

PEG Ratio

231.65

High:

MSCI

3,627.46

Low:

UBSG.ZU

2.36

Details

8.23

High:

65.34

Low:

MSCI

-46.85

Details

Price/Sales

6.99

High:

SHOP

21.53

Low:

PBR.A

0.83

Details

Price/CF

19.31

High:

SHOP

82.85

Low:

PBR.A

2.19

Details

Price/FCF

50.68

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