Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Multi-Strategy Stock Investor.

616 copiers.

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

Summary

+0.09%

Today

+1.21%

This Month

+6.54%

Year To Date

+41.53%

2 Years

+85.43%

5 Years

+22.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.99%
💰 Finance
17.82%
💻 Electronic Technology
17.34%
🛍️ Retail Trade
14.21%
💇‍♀️ Consumer Services
8.14%
📊 ETFs
6.86%
💵 Cash
3.71%
🧬 Health Technology
2.97%
⛏️ Energy Minerals
2.26%
💼 Commercial Services
1.95%
🛠️ Producer Manufacturing
1.41%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.41%
🇺🇸 NYSE
40.51%
🇨🇭 SIX
2.81%
🇳🇱 Euronext Amsterdam
2.59%
🇬🇧 LSE
2.26%
🇭🇰 Hong Kong Exchanges
1.35%

Countries Breakdown

Country
Total

🇺🇸 United States
57.6%
🇺🇾 Uruguay
6.12%
🇨🇳 China
5.44%
🇹🇼 Taiwan
4.89%
🇰🇾 Cayman Islands
2.84%
🇨🇭 Switzerland
2.81%
🇳🇱 Netherlands
2.59%
🇰🇷 South Korea
2.26%
🇨🇦 Canada
1.95%
🇯🇵 Japan
1.72%
🇬🇧 United Kingdom
1.02%
🇮🇪 Ireland
0.82%

Dividends

Dividend Yield

0.97%

25 out of 35 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $HSBC (5.51%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VEA	0.12%	2.95%	-
CVX	0.11%	4.87%	$6.28
REET	0.1%	3.58%	-
HSBC	0.06%	5.51%	$3.03
TSM	0.05%	1.11%	$1.74
ROG.ZU	0.05%	3.62%	$9.6
JNJ	0.05%	3.28%	$4.81
SMSN.L	0.05%	2.13%	$23.68
MSFT	0.04%	0.69%	$3
UBSG.ZU	0.04%	2.74%	$0.64
GOOG	0.03%	0.47%	$0.2
V	0.03%	0.62%	$2.01
AXP	0.03%	0.98%	$2.6
MMM	0.03%	1.95%	$5.21
DIS	0.03%	0.88%	$0.75
ASML.NV	0.03%	0.97%	$6.1
SBUX	0.02%	2.74%	$2.24
AAPL	0.02%	0.5%	$0.97
MA	0.02%	0.49%	$2.46
META	0.02%	0.3%	$1
CRM	0.01%	0.6%	$0.4
BABA	0.01%	0.86%	$0.98
0700.HK	0.01%	0.88%	$3.4
TCOM.CH	0.01%	0.45%	-
SONY	0.01%	0.37%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
CVX	Pay Day	Jun 10, 2025	$1.71
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
MMM	Pay Day	Jun 12, 2025	$0.73
BABA	Ex-Dividend	Jun 12, 2025	$0.95
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
HSBC	Pay Day	Jun 20, 2025	$0.50
DIS	Ex-Dividend	Jun 24, 2025	$0.50
META	Pay Day	Jun 26, 2025	$0.52
BABA	Pay Day	Jul 10, 2025	$0.95
TSM	Pay Day	Jul 10, 2025	$0.68
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 6.8/10

Beta

1.25

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

1.44

Jensen's Alpha

15.12

-2

Omega Ratio

1.83

1.5

2.5

Treynor Ratio

1.81

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Beta

1.25

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

1.44

Jensen's Alpha

15.12

-2

Omega Ratio

1.83

1.5

2.5

Treynor Ratio

1.81

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.99

High:

AMD

86.92

Low:

BIDU

8.42

Details

PEG Ratio

123.61

High:

COIN

941.94

Low:

DIS

5.37

Details

Price/Book

8.13

High:

79.68

Low:

SBUX

-13.13

Details

Price/Sales

6.34

High:

19.31

Low:

UBSG.ZU

1.21

Details

Price/CF

18.06

High:

MMM

82.67

Low:

HSBC

3.89

Details