Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

649 copiers.

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

Summary

-0.28%

This Month

-0.28%

Year To Date

+49.54%

2 Years

+51.96%

5 Years

+486.81%

10 Years

+23.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.38%
🛍️ Retail Trade
15.55%
💰 Finance
15.45%
💇‍♀️ Consumer Services
7.46%
💻 Electronic Technology
6.94%
💼 Commercial Services
6.89%
⛏️ Energy Minerals
5.44%
📊 ETFs
3.97%
💵 Cash
2.75%
🚗 Consumer Durables
2.57%
🍞 Consumer Non Durables
2.32%
🚚 Transportation
2.27%
🧬 Health Technology
1.75%
🛠️ Producer Manufacturing
1.08%
❓ Other
0.64%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.43%
🇺🇸 Nasdaq
41.67%
🇭🇰 Hong Kong Exchanges
4.88%
🇳🇱 Euronext Amsterdam
3.87%
🇫🇷 Euronext Paris
3.4%
🇨🇭 SIX
0.81%
🇦🇪 Dubai Financial Market
0.64%

Countries Breakdown

Country
Total

🇺🇸 United States
48.46%
🇨🇳 China
7.41%
🇰🇾 Cayman Islands
5.08%
🇺🇾 Uruguay
4.65%
🇳🇱 Netherlands
3.87%
🇸🇬 Singapore
3.67%
🇧🇷 Brazil
3.48%
🇫🇷 France
3.4%
🇹🇼 Taiwan
3.07%
🇮🇪 Ireland
2.99%
🇵🇦 Panama
2.27%
🇩🇰 Denmark
1.75%
🇰🇿 Kazakhstan
1.16%
🇨🇭 Switzerland
0.81%
🇮🇱 Israel
0.71%
🇨🇦 Canada
0.34%

Dividends

Dividend Yield

1.02%

22 out of 37 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (9.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.32%	9.24%	$2.21
CPA	0.11%	4.89%	$4.86
CVX	0.08%	4.13%	$6.28
300.HK	0.07%	2.81%	-
MC.PA	0.05%	2.25%	$13
SPGI	0.04%	0.74%	$3.62
NVO	0.04%	2.03%	$0.98
V	0.03%	0.75%	$2.01
MSFT	0.03%	0.77%	$3
MSCI	0.03%	1.24%	$5.96
TSM	0.02%	0.81%	$1.74
DIS	0.02%	1.37%	$0.75
ASML.NV	0.02%	0.58%	$6.1
META	0.02%	0.35%	$1
MA	0.02%	0.59%	$2.46
SU.PA	0.02%	1.73%	$3.5
GOOG	0.02%	0.26%	$0.2
0700.HK	0.02%	0.75%	$3.4
TCOM.CH	0.02%	0.46%	-
UBSG.ZU	0.02%	2.01%	$0.64
BABA	0.01%	0.62%	$0.98
CRM	0.01%	0.76%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share

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

13.87

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.83

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

13.87

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.83

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.41

High:

SHOP

105.82

Low:

PBR.A

5.62

Details

PEG Ratio

225.43

High:

1,166.53

Low:

DUOL

5.92

Details

Price/Book

7.9

High:

60.55

Low:

MSCI

-22.92

Details

Price/Sales

6.89

High:

FICO

18.14

Low:

PBR.A

0.9

Details

Price/CF

19.61

High:

SHOP

101.93

Low:

PBR.A

2.33

Details

Price/FCF

54.51

High:

AMZN

225.5

Low:

KSPI

2.72

Details

P/E Ratio

30.41

High:

SHOP

105.82

Low:

PBR.A

5.62

Details

PEG Ratio

225.43

High:

1,166.53

Low:

DUOL

5.92

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
-0.5%	Nov 2025	Dec 2025	1
-0.28%	Jan 2026	-	1

Monthly Performance

Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

649 copiers.

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

Summary

-0.28%

This Month

-0.28%

Year To Date

+49.54%

2 Years

+51.96%

5 Years

+486.81%

10 Years

+23.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.38%
🛍️ Retail Trade
15.55%
💰 Finance
15.45%
💇‍♀️ Consumer Services
7.46%
💻 Electronic Technology
6.94%
💼 Commercial Services
6.89%
⛏️ Energy Minerals
5.44%
📊 ETFs
3.97%
💵 Cash
2.75%
🚗 Consumer Durables
2.57%
🍞 Consumer Non Durables
2.32%
🚚 Transportation
2.27%
🧬 Health Technology
1.75%
🛠️ Producer Manufacturing
1.08%
❓ Other
0.64%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.43%
🇺🇸 Nasdaq
41.67%
🇭🇰 Hong Kong Exchanges
4.88%
🇳🇱 Euronext Amsterdam
3.87%
🇫🇷 Euronext Paris
3.4%
🇨🇭 SIX
0.81%
🇦🇪 Dubai Financial Market
0.64%

Countries Breakdown

Country
Total

🇺🇸 United States
48.46%
🇨🇳 China
7.41%
🇰🇾 Cayman Islands
5.08%
🇺🇾 Uruguay
4.65%
🇳🇱 Netherlands
3.87%
🇸🇬 Singapore
3.67%
🇧🇷 Brazil
3.48%
🇫🇷 France
3.4%
🇹🇼 Taiwan
3.07%
🇮🇪 Ireland
2.99%
🇵🇦 Panama
2.27%
🇩🇰 Denmark
1.75%
🇰🇿 Kazakhstan
1.16%
🇨🇭 Switzerland
0.81%
🇮🇱 Israel
0.71%
🇨🇦 Canada
0.34%

Dividends

Dividend Yield

1.02%

22 out of 37 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (9.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.32%	9.24%	$2.21
CPA	0.11%	4.89%	$4.86
CVX	0.08%	4.13%	$6.28
300.HK	0.07%	2.81%	-
MC.PA	0.05%	2.25%	$13
SPGI	0.04%	0.74%	$3.62
NVO	0.04%	2.03%	$0.98
V	0.03%	0.75%	$2.01
MSFT	0.03%	0.77%	$3
MSCI	0.03%	1.24%	$5.96
TSM	0.02%	0.81%	$1.74
DIS	0.02%	1.37%	$0.75
ASML.NV	0.02%	0.58%	$6.1
META	0.02%	0.35%	$1
MA	0.02%	0.59%	$2.46
SU.PA	0.02%	1.73%	$3.5
GOOG	0.02%	0.26%	$0.2
0700.HK	0.02%	0.75%	$3.4
TCOM.CH	0.02%	0.46%	-
UBSG.ZU	0.02%	2.01%	$0.64
BABA	0.01%	0.62%	$0.98
CRM	0.01%	0.76%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share

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

13.87

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.83

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

13.87

-2

Omega Ratio

1.82

1.5

2.5

Treynor Ratio

1.83

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.41

High:

SHOP

105.82

Low:

PBR.A

5.62

Details

PEG Ratio

225.43

High:

1,166.53

Low:

DUOL

5.92

Details

225.43

High:

1,166.53

Low:

DUOL

5.92

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
-0.5%	Nov 2025	Dec 2025	1
-0.28%	Jan 2026	-	1