Portfolio of Gonzalfe21 on eToro

Gonzalfe21

🇨🇿 Stock Investor.

1 copier.

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

Summary

+2.62%

This Month

+2.62%

Year To Date

+58.03%

2 Years

+78.45%

5 Years

+94.91%

10 Years

+13.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
26.08%
🖥️ Technology Services
25.05%
💇‍♀️ Consumer Services
14.13%
🧬 Health Technology
10.08%
💵 Cash
9.6%
📊 ETFs
8.19%
💻 Electronic Technology
5.53%
💰 Finance
4.43%
❓ Other
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
51.76%
🇺🇸 Nasdaq
38.93%
🇺🇸 Chicago Board Options Exchange
2.97%

Countries Breakdown

Country
Total

🇺🇸 United States
73.97%
🇨🇳 China
5.81%
🇹🇼 Taiwan
5.53%

Dividends

Dividend Yield

1.82%

10 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.67%	6.64%	$1.66
TGT	0.43%	4.47%	$4.42
CVS	0.31%	3.6%	$2.54
CMCSA	0.15%	4.65%	$1.2
BAC	0.09%	2.09%	$0.96
TSM	0.04%	0.79%	$1.74
DIS	0.04%	1.39%	$0.75
META	0.04%	0.29%	$1
BABA	0.03%	0.58%	$0.98
GOOG	0.02%	0.24%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.7/10

Beta

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.84

Jensen's Alpha

-0.11

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.84

Jensen's Alpha

-0.11

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.75

High:

CVS

193.44

Low:

CMCSA

4.72

Details

PEG Ratio

140.16

High:

META

479.82

Low:

CMCSA

7.67

Details

Price/Book

6.66

High:

TSM

10.83

Low:

CMCSA

1.07

Details

Price/Sales

5.32

High:

TSM

14.49

Low:

CVS

0.24

Details

Price/CF

17.61

High:

BABA

23.87

Low:

CMCSA

3.52

Details

Price/FCF

47.83

High:

BABA

1,196.17

Low:

CMCSA

7.2

Details

P/E Ratio

29.75

High:

CVS

193.44

Low:

CMCSA

4.72

Details

PEG Ratio

140.16

High:

META

479.82

Low:

CMCSA

7.67

Details

Price/Book

6.66

High:

TSM

10.83

Low:

CMCSA

1.07

Details

Price/Sales

5.32

High:

TSM

14.49

Low:

CVS

0.24

Details

Price/CF

17.61

High:

BABA

23.87

Low:

CMCSA

3.52

Details

Price/FCF

47.83

High:

BABA

1,196.17

Low:

CMCSA

7.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-43.75%	Sep 2021	Feb 2024	29
-10.48%	Mar 2025	Jun 2025	3
-5.08%	Apr 2024	Jun 2024	2
-1.75%	Oct 2024	Jan 2025	3
-0.7%	Oct 2020	Nov 2020	1

Monthly Performance

Portfolio of Gonzalfe21 on eToro

Gonzalfe21

🇨🇿 Stock Investor.

1 copier.

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

Summary

+2.62%

This Month

+2.62%

Year To Date

+58.03%

2 Years

+78.45%

5 Years

+94.91%

10 Years

+13.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
26.08%
🖥️ Technology Services
25.05%
💇‍♀️ Consumer Services
14.13%
🧬 Health Technology
10.08%
💵 Cash
9.6%
📊 ETFs
8.19%
💻 Electronic Technology
5.53%
💰 Finance
4.43%
❓ Other
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
51.76%
🇺🇸 Nasdaq
38.93%
🇺🇸 Chicago Board Options Exchange
2.97%

Countries Breakdown

Country
Total

🇺🇸 United States
73.97%
🇨🇳 China
5.81%
🇹🇼 Taiwan
5.53%

Dividends

Dividend Yield

1.82%

10 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.67%	6.64%	$1.66
TGT	0.43%	4.47%	$4.42
CVS	0.31%	3.6%	$2.54
CMCSA	0.15%	4.65%	$1.2
BAC	0.09%	2.09%	$0.96
TSM	0.04%	0.79%	$1.74
DIS	0.04%	1.39%	$0.75
META	0.04%	0.29%	$1
BABA	0.03%	0.58%	$0.98
GOOG	0.02%	0.24%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.7/10

Beta

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.84

Jensen's Alpha

-0.11

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.84

Jensen's Alpha

-0.11

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.75

High:

CVS

193.44

Low:

CMCSA

4.72

Details

PEG Ratio

140.16

High:

META

479.82

Low:

CMCSA

7.67

Details

Price/Book

6.66

High:

TSM

10.83

Low:

CMCSA

1.07

Details

Price/Sales

5.32

High:

TSM

14.49

Low:

CVS

0.24

Details

Price/CF

17.61

High:

BABA

23.87

Low:

CMCSA

3.52

Details

Price/FCF

47.83

High:

BABA

1,196.17

Low:

CMCSA

7.2

Details

P/E Ratio

29.75

High:

CVS

193.44

Low:

CMCSA

4.72

Details

PEG Ratio

140.16

High:

META

479.82

Low:

CMCSA

7.67

Details

Price/Book

6.66

High:

TSM

10.83

Low:

CMCSA

1.07

Details

Price/Sales

5.32

High:

TSM

14.49

Low:

CVS

0.24

Details

Price/CF

17.61

High:

BABA

23.87

Low:

CMCSA

3.52

Details

Price/FCF

47.83

High:

BABA

1,196.17

Low:

CMCSA

7.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-43.75%	Sep 2021	Feb 2024	29
-10.48%	Mar 2025	Jun 2025	3
-5.08%	Apr 2024	Jun 2024	2
-1.75%	Oct 2024	Jan 2025	3
-0.7%	Oct 2020	Nov 2020	1