Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

574 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%

This Month

+5.87%

Year To Date

+39.05%

2 Years

+41.3%

5 Years

+522.99%

10 Years

+22.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.56%
💰 Finance
20.71%
🛍️ Retail Trade
16.08%
💼 Commercial Services
10.65%
💻 Electronic Technology
8.72%
🍞 Consumer Non Durables
3.46%
⛏️ Energy Minerals
3.1%
🚗 Consumer Durables
3%
💇‍♀️ Consumer Services
2.69%
🚚 Transportation
2.2%
🧬 Health Technology
1.07%
❓ Other
0.49%
💵 Cash
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.99%
🇺🇸 NYSE
39.74%
🇭🇰 Hong Kong Exchanges
9.19%
🇳🇱 Euronext Amsterdam
2.83%
🇫🇷 Euronext Paris
1.51%
🇦🇪 Dubai Financial Market
0.49%

Countries Breakdown

Country
Total

🇺🇸 United States
51.9%
🇨🇳 China
9.89%
🇧🇷 Brazil
9.67%
🇺🇾 Uruguay
6.43%
🇹🇼 Taiwan
5.89%
🇳🇱 Netherlands
2.83%
🇸🇬 Singapore
2.34%
🇵🇦 Panama
2.2%
🇮🇪 Ireland
2.15%
🇰🇿 Kazakhstan
2%
🇫🇷 France
1.51%
🇮🇱 Israel
1.38%
🇩🇰 Denmark
1.07%

Dividends

Dividend Yield

1.1%

19 out of 30 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (5.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.16%	5.07%	$2.21
300.HK	0.15%	5.05%	-
CPA	0.11%	4.91%	$4.86
1398.HK	0.1%	4.93%	$0.33
KSPI	0.07%	3.64%	-
02020.HK	0.07%	3.61%	$1.97
MSFT	0.07%	0.73%	$3
SPGI	0.06%	0.96%	$3.62
MC.PA	0.05%	3.23%	$13
MSCI	0.04%	1.4%	$5.96
TSM	0.04%	0.67%	$1.74
V	0.04%	0.72%	$2.01
NVO	0.03%	3.12%	$0.98
MA	0.03%	0.61%	$2.46
0700.HK	0.03%	1.2%	$3.4
META	0.02%	0.28%	$1
ASML.NV	0.01%	0.5%	$6.1
GOOG	0.01%	0.24%	$0.2
BABA	0.01%	0.92%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
META	Pay Day	Sep 28, 2026	$0.53
MA	Ex-Dividend	Oct 9, 2026	$0.87
ASML.NV	Ex-Dividend	Oct 27, 2026	$3.15
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
1398.HK	Ex-Dividend	Nov 4, 2026	$0.00
V	Ex-Dividend	Nov 11, 2026	$0.67
MSCI	Ex-Dividend	Nov 14, 2026	$2.05
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SPGI	Ex-Dividend	Nov 26, 2026	$0.97
CPA	Ex-Dividend	Dec 1, 2026	$1.71
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
KSPI	Ex-Dividend	Dec 10, 2026	$1.79
TSM	Ex-Dividend	Dec 16, 2026	$0.95
300.HK	Ex-Dividend	Dec 18, 2026	$0.00
META	Ex-Dividend	Dec 21, 2026	$0.53
NVO	Ex-Dividend	Feb 17, 2027	$1.22
02020.HK	Ex-Dividend	Mar 8, 2027	$0.14
0700.HK	Ex-Dividend	May 15, 2027	$0.68
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 6.8/10

Beta

1.22

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.45

Jensen's Alpha

12.47

-2

Omega Ratio

1.75

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.34

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Beta

1.22

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.45

Jensen's Alpha

12.47

-2

Omega Ratio

1.75

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.34

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.86

High:

ASML.NV

60.61

Low:

PBR.A

5.07

Details

PEG Ratio

135.09

High:

ABNB

595.25

Low:

PBR.A

3.79

Details

Price/Book

7.02

High:

69.54

Low:

MSCI

-15.89

Details

Price/Sales

7.15

High:

ASML.NV

17.96

Low:

PBR.A

1.1

Details

Price/CF

16.42

High:

ASML.NV

41.99

Low:

PBR.A

3.54

Details

Price/FCF

56.96

High:

BABA

1,196.17

Low:

KSPI

6.2

Details

P/E Ratio

25.86

High:

ASML.NV

60.61

Low:

PBR.A

5.07

Details

PEG Ratio

135.09

High:

ABNB

595.25

Low:

PBR.A

3.79

Details

Price/Book

7.02

High:

69.54

Low:

MSCI

-15.89

Details

Price/Sales

7.15

High:

ASML.NV

17.96

Low:

PBR.A

1.1

Details

Price/CF

16.42

High:

ASML.NV

41.99

Low:

PBR.A

3.54

Details

Price/FCF

56.96

High:

BABA

1,196.17

Low:

KSPI

6.2

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	Jul 2026	5
-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
-0.52%	Sep 2026	-	1
-0.5%	Nov 2025	Dec 2025	1

Monthly Performance

Portfolio of FranciscoOrtiz13 on eToro

FranciscoOrtiz13

🇬🇪 Stock Multi-Strategy Investor.

574 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%

This Month

+5.87%

Year To Date

+39.05%

2 Years

+41.3%

5 Years

+522.99%

10 Years

+22.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.56%
💰 Finance
20.71%
🛍️ Retail Trade
16.08%
💼 Commercial Services
10.65%
💻 Electronic Technology
8.72%
🍞 Consumer Non Durables
3.46%
⛏️ Energy Minerals
3.1%
🚗 Consumer Durables
3%
💇‍♀️ Consumer Services
2.69%
🚚 Transportation
2.2%
🧬 Health Technology
1.07%
❓ Other
0.49%
💵 Cash
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.99%
🇺🇸 NYSE
39.74%
🇭🇰 Hong Kong Exchanges
9.19%
🇳🇱 Euronext Amsterdam
2.83%
🇫🇷 Euronext Paris
1.51%
🇦🇪 Dubai Financial Market
0.49%

Countries Breakdown

Country
Total

🇺🇸 United States
51.9%
🇨🇳 China
9.89%
🇧🇷 Brazil
9.67%
🇺🇾 Uruguay
6.43%
🇹🇼 Taiwan
5.89%
🇳🇱 Netherlands
2.83%
🇸🇬 Singapore
2.34%
🇵🇦 Panama
2.2%
🇮🇪 Ireland
2.15%
🇰🇿 Kazakhstan
2%
🇫🇷 France
1.51%
🇮🇱 Israel
1.38%
🇩🇰 Denmark
1.07%

Dividends

Dividend Yield

1.1%

19 out of 30 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (5.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.16%	5.07%	$2.21
300.HK	0.15%	5.05%	-
CPA	0.11%	4.91%	$4.86
1398.HK	0.1%	4.93%	$0.33
KSPI	0.07%	3.64%	-
02020.HK	0.07%	3.61%	$1.97
MSFT	0.07%	0.73%	$3
SPGI	0.06%	0.96%	$3.62
MC.PA	0.05%	3.23%	$13
MSCI	0.04%	1.4%	$5.96
TSM	0.04%	0.67%	$1.74
V	0.04%	0.72%	$2.01
NVO	0.03%	3.12%	$0.98
MA	0.03%	0.61%	$2.46
0700.HK	0.03%	1.2%	$3.4
META	0.02%	0.28%	$1
ASML.NV	0.01%	0.5%	$6.1
GOOG	0.01%	0.24%	$0.2
BABA	0.01%	0.92%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
META	Pay Day	Sep 28, 2026	$0.53
MA	Ex-Dividend	Oct 9, 2026	$0.87
ASML.NV	Ex-Dividend	Oct 27, 2026	$3.15
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
1398.HK	Ex-Dividend	Nov 4, 2026	$0.00
V	Ex-Dividend	Nov 11, 2026	$0.67
MSCI	Ex-Dividend	Nov 14, 2026	$2.05
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SPGI	Ex-Dividend	Nov 26, 2026	$0.97
CPA	Ex-Dividend	Dec 1, 2026	$1.71
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
KSPI	Ex-Dividend	Dec 10, 2026	$1.79
TSM	Ex-Dividend	Dec 16, 2026	$0.95
300.HK	Ex-Dividend	Dec 18, 2026	$0.00
META	Ex-Dividend	Dec 21, 2026	$0.53
NVO	Ex-Dividend	Feb 17, 2027	$1.22
02020.HK	Ex-Dividend	Mar 8, 2027	$0.14
0700.HK	Ex-Dividend	May 15, 2027	$0.68
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 6.8/10

Beta

1.22

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.45

Jensen's Alpha

12.47

-2

Omega Ratio

1.75

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.34

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Beta

1.22

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

1.45

Jensen's Alpha

12.47

-2

Omega Ratio

1.75

1.5

2.5

Treynor Ratio

1.76

0.75

1.25

Information Ratio

0.34

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.86

High:

ASML.NV

60.61

Low:

PBR.A

5.07

Details

PEG Ratio

135.09

High:

ABNB

595.25

Low:

PBR.A

3.79

Details

Price/Book

7.02

High:

69.54

Low:

MSCI

-15.89

Details

Price/Sales

7.15

High:

ASML.NV

17.96

Low:

PBR.A

1.1

Details

Price/CF

16.42

High:

ASML.NV

41.99

Low:

PBR.A

3.54

Details

Price/FCF

56.96

High:

BABA

1,196.17

Low:

KSPI

6.2

Details

P/E Ratio

25.86

High:

ASML.NV

60.61

Low:

PBR.A

5.07

Details

PEG Ratio

135.09

High:

ABNB

595.25

Low:

PBR.A

3.79

Details

Price/Book

7.02

High:

69.54

Low:

MSCI

-15.89

Details

Price/Sales

7.15

High:

ASML.NV

17.96

Low:

PBR.A

1.1

Details

Price/CF

16.42

High:

ASML.NV

41.99

Low:

PBR.A

3.54

Details

Price/FCF

56.96

High:

BABA

1,196.17

Low:

KSPI

6.2

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	Jul 2026	5
-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
-0.52%	Sep 2026	-	1
-0.5%	Nov 2025	Dec 2025	1