Portfolio of GustavoFran

GustavoFran_B

🇮🇪 Stock and ETF Value 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

+2.43%

This Month

+17.68%

Year To Date

+56.41%

2 Years

+87.68%

5 Years

+90.89%

10 Years

+13.56%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.49%
📊 ETFs
18.16%
💰 Finance
13.49%
🍞 Consumer Non Durables
11.85%
💵 Cash
6.84%
🏭 Industrial Services
5.37%
💻 Electronic Technology
4.75%
🧬 Health Technology
4.06%
💼 Commercial Services
3.16%
💇‍♀️ Consumer Services
2.73%
🛍️ Retail Trade
2.5%
⚡ Utilities
1.06%
🧪 Process Industries
0.9%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.77%
🇺🇸 Nasdaq
44.76%

Countries Breakdown

Country
Total

🇺🇸 United States
73.4%
🇧🇷 Brazil
1.06%
🇬🇧 United Kingdom
0.9%

Dividends

Dividend Yield

1.01%

14 out of 23 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $PEP (4.22%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PEP	0.46%	4.22%	$5.15
OTIS	0.12%	2.32%	$1.41
MSFT	0.09%	0.72%	$3
MCD	0.08%	3%	$6.53
ZTS	0.08%	2.6%	$1.67
LMT	0.05%	2.36%	$12.45
SPGI	0.03%	0.86%	$3.62
PG	0.03%	2.62%	$3.83
GOOG	0.03%	0.27%	$0.2
SBS	0.02%	1.42%	$0.23
META	0.01%	0.32%	$1
LIN	0.01%	1.24%	$5.33
NVDA	0.01%	0.24%	$0.02
MA	0.01%	0.55%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
MA	Pay Day	Nov 9, 2026	$0.87
OTIS	Ex-Dividend	Nov 14, 2026	$0.44
PG	Pay Day	Nov 16, 2026	$1.09
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SPGI	Ex-Dividend	Nov 26, 2026	$0.97
MCD	Ex-Dividend	Dec 1, 2026	$1.86
LMT	Ex-Dividend	Dec 1, 2026	$3.45
LIN	Ex-Dividend	Dec 3, 2026	$1.60
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
PEP	Ex-Dividend	Dec 4, 2026	$1.48
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
META	Ex-Dividend	Dec 21, 2026	$0.53
MA	Ex-Dividend	Jan 9, 2027	$0.87
ZTS	Ex-Dividend	Jan 20, 2027	$0.53
SBS	Ex-Dividend	May 2, 2027	$0.18

Performance Metrics

Score 6.3/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

3.96

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

3.96

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.43

High:

LIN

31.15

Low:

ZTS

11.75

Details

PEG Ratio

1.44

High:

19.13

Low:

GOOG

0.15

Details

Price/Book

5.77

High:

88.35

Low:

MCD

-161.19

Details

Price/Sales

7.48

High:

NVDA

19.15

Low:

CBRE

0.87

Details

Price/CF

18.71

High:

NVDA

37.39

Low:

ZTS

10.4

Details

Price/FCF

66.39

High:

AMZN

325.85

Low:

BSX.US

17.36

Details

P/E Ratio

21.43

High:

LIN

31.15

Low:

ZTS

11.75

Details

PEG Ratio

1.44

High:

19.13

Low:

GOOG

0.15

Details

Worst Drawdowns

Depth	Start	End	Total months
-22.95%	Nov 2021	Jan 2024	26
-4.3%	Feb 2026	Apr 2026	2
-3.4%	Jun 2026	Aug 2026	2
-3.29%	Dec 2024	Feb 2025	2
-3.21%	Apr 2024	Jun 2024	2
-2.5%	Sep 2024	Nov 2024	2
-0.78%	Jul 2025	Aug 2025	1
-0.5%	Sep 2026	Oct 2026	1
-0.33%	Jul 2024	Aug 2024	1
-0.2%	Dec 2025	Jan 2026	1

Monthly Performance

Portfolio of GustavoFran_B on eToro

GustavoFran_B

🇮🇪 Stock and ETF Value 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

+2.43%

This Month

+17.68%

Year To Date

+56.41%

2 Years

+87.68%

5 Years

+90.89%

10 Years

+13.56%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.49%
📊 ETFs
18.16%
💰 Finance
13.49%
🍞 Consumer Non Durables
11.85%
💵 Cash
6.84%
🏭 Industrial Services
5.37%
💻 Electronic Technology
4.75%
🧬 Health Technology
4.06%
💼 Commercial Services
3.16%
💇‍♀️ Consumer Services
2.73%
🛍️ Retail Trade
2.5%
⚡ Utilities
1.06%
🧪 Process Industries
0.9%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.77%
🇺🇸 Nasdaq
44.76%

Countries Breakdown

Country
Total

🇺🇸 United States
73.4%
🇧🇷 Brazil
1.06%
🇬🇧 United Kingdom
0.9%

Dividends

Dividend Yield

1.01%

14 out of 23 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $PEP (4.22%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PEP	0.46%	4.22%	$5.15
OTIS	0.12%	2.32%	$1.41
MSFT	0.09%	0.72%	$3
MCD	0.08%	3%	$6.53
ZTS	0.08%	2.6%	$1.67
LMT	0.05%	2.36%	$12.45
SPGI	0.03%	0.86%	$3.62
PG	0.03%	2.62%	$3.83
GOOG	0.03%	0.27%	$0.2
SBS	0.02%	1.42%	$0.23
META	0.01%	0.32%	$1
LIN	0.01%	1.24%	$5.33
NVDA	0.01%	0.24%	$0.02
MA	0.01%	0.55%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
MA	Pay Day	Nov 9, 2026	$0.87
OTIS	Ex-Dividend	Nov 14, 2026	$0.44
PG	Pay Day	Nov 16, 2026	$1.09
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SPGI	Ex-Dividend	Nov 26, 2026	$0.97
MCD	Ex-Dividend	Dec 1, 2026	$1.86
LMT	Ex-Dividend	Dec 1, 2026	$3.45
LIN	Ex-Dividend	Dec 3, 2026	$1.60
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
PEP	Ex-Dividend	Dec 4, 2026	$1.48
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
META	Ex-Dividend	Dec 21, 2026	$0.53
MA	Ex-Dividend	Jan 9, 2027	$0.87
ZTS	Ex-Dividend	Jan 20, 2027	$0.53
SBS	Ex-Dividend	May 2, 2027	$0.18

Performance Metrics

Score 6.3/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

3.96

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.72

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

3.96

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.43

High:

LIN

31.15

Low:

ZTS

11.75

Details

PEG Ratio

1.44

High:

19.13

Low:

GOOG

0.15

Details

1.44

High:

19.13

Low:

GOOG

0.15

Details

Worst Drawdowns

Depth	Start	End	Total months
-22.95%	Nov 2021	Jan 2024	26
-4.3%	Feb 2026	Apr 2026	2
-3.4%	Jun 2026	Aug 2026	2
-3.29%	Dec 2024	Feb 2025	2
-3.21%	Apr 2024	Jun 2024	2
-2.5%	Sep 2024	Nov 2024	2
-0.78%	Jul 2025	Aug 2025	1
-0.5%	Sep 2026	Oct 2026	1
-0.33%	Jul 2024	Aug 2024	1
-0.2%	Dec 2025	Jan 2026	1