Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

617 copiers.

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

Summary

+0.52%

Today

+1.3%

This Month

+12.31%

Year To Date

+43.33%

2 Years

+74.79%

5 Years

+23.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.08%
💰 Finance
18.55%
💻 Electronic Technology
17.97%
🛍️ Retail Trade
13.74%
💇‍♀️ Consumer Services
6.75%
🧬 Health Technology
5.14%
📊 ETFs
3.97%
⛏️ Energy Minerals
3.81%
💼 Commercial Services
1.83%
🍞 Consumer Non Durables
1.44%
🚗 Consumer Durables
1.32%
🛠️ Producer Manufacturing
1.27%
💵 Cash
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.46%
🇺🇸 NYSE
41.06%
🇳🇱 Euronext Amsterdam
2.88%
🇨🇭 SIX
2.74%
🇫🇷 Euronext Paris
2.71%
🇭🇰 Hong Kong Exchanges
2.63%
🇬🇧 LSE
2.4%

Countries Breakdown

Country
Total

🇺🇸 United States
55.94%
🇹🇼 Taiwan
5.51%
🇺🇾 Uruguay
5.46%
🇨🇳 China
4.93%
🇰🇾 Cayman Islands
2.91%
🇳🇱 Netherlands
2.88%
🇨🇭 Switzerland
2.74%
🇫🇷 France
2.71%
🇰🇷 South Korea
2.4%
🇸🇬 Singapore
2.08%
🇨🇦 Canada
1.83%
🇯🇵 Japan
1.49%
🇧🇷 Brazil
1.46%
🇬🇧 United Kingdom
1.44%
🇩🇰 Denmark
1.26%
🇮🇪 Ireland
0.86%

Dividends

Dividend Yield

1.12%

29 out of 39 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (11.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.17%	11.61%	$2.21
VEA	0.11%	2.81%	-
CVX	0.1%	4.45%	$6.28
HSBC	0.08%	5.22%	$3.03
TSM	0.05%	0.95%	$1.74
ROG.ZU	0.05%	3.8%	$9.6
300.HK	0.05%	3.62%	-
JNJ	0.05%	3.1%	$4.81
SMSN.L	0.05%	1.92%	$23.68
MC.PA	0.04%	2.79%	$13
UBSG.ZU	0.04%	2.55%	$0.64
MSFT	0.03%	0.65%	$3
V	0.03%	0.66%	$2.01
GOOG	0.03%	0.44%	$0.2
ASML.NV	0.03%	1.03%	$6.1
AXP	0.03%	0.99%	$2.6
NVO	0.02%	1.84%	$0.98
AAPL	0.02%	0.48%	$0.97
SU.PA	0.02%	1.65%	$3.5
MA	0.02%	0.53%	$2.46
DIS	0.02%	0.82%	$0.75
META	0.02%	0.29%	$1
SPGI	0.01%	0.72%	$3.62
BABA	0.01%	0.86%	$0.98
0700.HK	0.01%	0.87%	$3.4
TCOM.CH	0.01%	0.44%	-
LLY	0.01%	0.75%	$4.86
CRM	0.01%	0.62%	$0.4
SONY	0.01%	0.41%	$0.49

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
ASML.NV	Pay Day	Aug 6, 2025	$1.87
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
LLY	Ex-Dividend	Aug 15, 2025	$1.50
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SPGI	Ex-Dividend	Aug 26, 2025	$0.96
JNJ	Pay Day	Sep 9, 2025	$1.30
LLY	Pay Day	Sep 10, 2025	$1.50
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 6.9/10

Beta

1.24

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.47

Jensen's Alpha

14.9

-2

Omega Ratio

1.83

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

0.56

0.5

1.5

Sortino Ratio

1.47

Jensen's Alpha

14.9

-2

Omega Ratio

1.83

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

29.61

High:

AMD

115.08

Low:

PBR.A

8.45

Details

PEG Ratio

138.33

High:

COIN

1,544.76

Low:

DIS

5.75

Details

Price/Book

8.52

High:

75.39

Low:

BIDU

0.82

Details

Price/Sales

6.59

High:

18.31

Low:

PBR.A

0.81

Details

Price/CF

18.18

High:

LLY

79.83

Low:

PBR.A

2.35

Details

Price/FCF

41.22

High:

LLY

631.92

Low:

HSBC

5.09

Details