Portfolio of InversionistaOn on eToro

InversionistaOn

🇲🇽 Income Stock Investor.

4 copiers.

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

Summary

+0.86%

Today

+1.78%

This Month

+0.55%

Year To Date

+23.07%

2 Years

+52.81%

5 Years

+4.93%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
44.75%
🍞 Consumer Non Durables
7.87%
💰 Finance
7.8%
💻 Electronic Technology
6.18%
💵 Cash
5.52%
🚗 Consumer Durables
3.66%
🪨 Non Energy Minerals
3.15%
🖥️ Technology Services
3.08%
🛠️ Producer Manufacturing
3.06%
💼 Commercial Services
2.61%
⚡ Utilities
2.32%
🧬 Health Technology
2.31%
🧪 Process Industries
1.85%
🛍️ Retail Trade
1.84%
⛏️ Energy Minerals
1.84%
🏭 Industrial Services
1.84%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.65%
🇺🇸 Nasdaq
38.8%
🇫🇷 Euronext Paris
3.67%
🇦🇺 Sydney
3.15%
🇬🇧 LSE
2.73%
🇮🇹 Borsa Italiana
2.32%
🇩🇪 FRA
1.86%

Countries Breakdown

Country
Total

🇺🇸 United States
34.28%
🇫🇷 France
3.67%
🇦🇺 Australia
3.15%
🇨🇭 Switzerland
2.73%
🇮🇹 Italy
2.32%
🇩🇪 Germany
1.86%
🇸🇪 Sweden
1.41%

Dividends

Dividend Yield

5.09%

25 out of 26 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $JEPQ (11.23%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JEPQ	2.5%	11.23%	-
SCHD	0.91%	4.03%	-
RIO.ASX	0.25%	8%	$6.54
IPG	0.15%	5.78%	$1.28
ENEL.MI	0.14%	5.85%	$0.43
PEP	0.12%	4.23%	$5.15
MRK	0.09%	4.06%	$3.04
CVX	0.09%	4.78%	$6.28
THFF	0.09%	3.77%	$0.99
ALV.DE	0.08%	4.34%	$13.8
HSY	0.08%	3.4%	$5.12
ML.PA	0.08%	4.22%	$1.35
DG.PA	0.07%	3.76%	$4.5
CCH.L	0.06%	2.23%	$0.79
TXN	0.05%	2.79%	$5.14
SNA	0.05%	2.58%	$7.2
PKG	0.05%	2.55%	$5
PAYX	0.05%	2.52%	$3.65
HD	0.05%	2.48%	$8.52
CINF	0.04%	2.23%	$3.12
ALV	0.04%	2.8%	$2.7
UNM	0.04%	2.08%	$1.46
MKSI	0.02%	0.99%	$0.88
TER	0.01%	0.56%	$0.46
MRVL	0.01%	0.35%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share
CVX	Pay Day	Jun 10, 2025	$1.71
SNA	Pay Day	Jun 10, 2025	$2.14
PKG	Ex-Dividend	Jun 13, 2025	$1.25
TER	Pay Day	Jun 13, 2025	$0.12
MRK	Ex-Dividend	Jun 16, 2025	$0.81
IPG	Pay Day	Jun 16, 2025	$0.33
HSY	Pay Day	Jun 16, 2025	$1.37
HD	Pay Day	Jun 18, 2025	$2.30
CINF	Ex-Dividend	Jun 23, 2025	$0.87
CCH.L	Pay Day	Jun 24, 2025	$1.16
PEP	Pay Day	Jun 30, 2025	$1.42
MRK	Pay Day	Jul 8, 2025	$0.81
PKG	Pay Day	Jul 15, 2025	$1.25
CINF	Pay Day	Jul 15, 2025	$0.87
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
ALV	Ex-Dividend	Sep 5, 2025	$0.85
ALV	Pay Day	Sep 23, 2025	$0.85

Performance Metrics

Score 6/10

Beta

0.1

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.97

Jensen's Alpha

1.49

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

2.08

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Beta

0.1

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.97

Jensen's Alpha

1.49

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

2.08

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

0.45

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

16.61

High:

50.67

Low:

MRVL

-113.56

Details

PEG Ratio

2,763.29

High:

SNA

44,986.52

Low:

MRVL

-227.14

Details

Price/Book

3.63

High:

46.19

Low:

THFF

1.05

Details

Price/Sales

1.82

High:

TXN

10.87

Low:

ALV

0.79

Details

Price/CF

9.35

High:

MRVL

32.3

Low:

ALV.DE

2.73

Details

Price/FCF

24.42

High:

PEP

5,253.35

Low:

ALV.DE

3.38

Details