Portfolio of JavierAlvarezC on eToro

JavierAlvarezC

🇵🇪 Stock and ETF 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

-0.25%

This Month

+10.77%

Year To Date

+74.92%

2 Years

+28.26%

5 Years

+28.26%

10 Years

+6.42%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.99%
💻 Electronic Technology
19.49%
📊 ETFs
16.72%
🍞 Consumer Non Durables
6.58%
🏥 Health Services
6.35%
🛍️ Retail Trade
5.4%
🚚 Transportation
5.1%
💼 Commercial Services
4.04%
📦 Distribution Services
3.03%
💵 Cash
2.46%
🪙 Cryptocurrencies
0.84%
🧬 Health Technology
0.67%
🧪 Process Industries
0.18%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
67.68%
🇺🇸 NYSE
23.99%
🇺🇸 Chicago Board Options Exchange
4.71%
🌍 Digital Currency
0.84%
🇳🇴 Oslo Stock Exchange
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
64.4%
🇳🇱 Netherlands
10.33%
🇮🇱 Israel
3.2%
🇨🇦 Canada
1.72%
🇳🇴 Norway
0.18%

Dividends

Dividend Yield

1.04%

14 out of 26 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $UPS (7.74%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PEP	0.19%	3.81%	$5.15
UPS	0.16%	7.74%	$6.5
MCHP	0.09%	2.76%	$1.75
MSFT	0.08%	0.67%	$3
ASML	0.08%	0.78%	$5.57
FDX	0.08%	2.5%	$5.16
SOXL	0.07%	1.07%	-
OUSA	0.07%	1.47%	-
TQQQ	0.06%	1.11%	-
UNH	0.06%	2.74%	$7.74
ELV	0.05%	2.16%	$6.22
CAH	0.04%	1.37%	$2.01
ORCL	0.02%	0.77%	$1.6
GOOG	0.01%	0.35%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
FDX	Ex-Dividend	Sep 8, 2025	$1.45
ELV	Ex-Dividend	Sep 10, 2025	$1.71
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
UNH	Pay Day	Sep 23, 2025	$2.21
ELV	Pay Day	Sep 25, 2025	$1.71
PEP	Pay Day	Sep 30, 2025	$1.42
FDX	Pay Day	Oct 1, 2025	$1.45
CAH	Ex-Dividend	Oct 1, 2025	$0.51
CAH	Pay Day	Oct 15, 2025	$0.51

Performance Metrics

Score 2.8/10

Beta

1.61

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.34

Jensen's Alpha

-9.61

-10

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.35

0.75

1.25

Information Ratio

-0.19

-1

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Beta

1.61

0.8

1.2

Sharpe Ratio

0.23

0.5

1.5

Sortino Ratio

0.34

Jensen's Alpha

-9.61

-10

4.5

Omega Ratio

0.87

1.5

2.5

Treynor Ratio

0.35

0.75

1.25

Information Ratio

-0.19

-1

0.3

0.6

Calmar Ratio

0.1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.98

High:

ORCL

51.37

Low:

MCHP

-193.77

Details

PEG Ratio

151.38

High:

FSLR

403.72

Low:

UNH

25.69

Details

Price/Book

9.55

High:

ORCL

30.61

Low:

CAH

-12.83

Details

Price/Sales

6.34

High:

MSFT

13.45

Low:

CAH

0.16

Details

Price/CF

23.27

High:

FSLR

59.56

Low:

FDX

7.42

Details

Price/FCF

72.51

High:

PEP

5,253.35

Low:

PYPL

13.72

Details