Portfolio of Jortiz18 on eToro

Jortiz18

🇨🇴 Stock Growth Investor.

13 copiers.

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

Summary

+0.36%

This Month

+12.22%

Year To Date

+53.76%

2 Years

+64.65%

5 Years

+64.65%

10 Years

+13.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
64.68%
🖥️ Technology Services
11.06%
🍞 Consumer Non Durables
9.56%
💻 Electronic Technology
5.24%
🧬 Health Technology
4.67%
🏥 Health Services
2.81%
⛏️ Energy Minerals
1.89%
🚗 Consumer Durables
1.84%
💰 Finance
1.66%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
21.16%
🇺🇸 NYSE
15.73%
🇩🇪 FRA
1.84%

Countries Breakdown

Country
Total

🇺🇸 United States
36.47%
🇩🇪 Germany
1.84%
🇰🇾 Cayman Islands
0.41%

Dividends

Dividend Yield

0.88%

11 out of 13 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.87%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.32%	6.87%	$1.66
PEP	0.18%	3.79%	$5.15
NKE	0.1%	2.16%	$1.45
P911.DE	0.1%	5.25%	$2.31
UNH	0.08%	2.73%	$7.74
OXY	0.04%	2.05%	$0.8
GOOG	0.03%	0.35%	$0.2
HUM	0.01%	1.15%	$3.54
AAPL	0.01%	0.43%	$0.97
MSFT	0%	0.67%	$3
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
OXY	Ex-Dividend	Sep 10, 2025	$0.24
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
UNH	Pay Day	Sep 23, 2025	$2.21
HUM	Ex-Dividend	Sep 26, 2025	$0.88
PEP	Pay Day	Sep 30, 2025	$1.42
NKE	Pay Day	Oct 1, 2025	$0.40
NVDA	Pay Day	Oct 2, 2025	$0.01
OXY	Pay Day	Oct 15, 2025	$0.24
HUM	Pay Day	Oct 31, 2025	$0.88

Performance Metrics

Score 5.5/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

1.88

-2

4.5

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.53

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

1.88

-2

4.5

Omega Ratio

1.11

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.43

High:

NVDA

47.54

Low:

PFE

13.23

Details

PEG Ratio

3,404.5

High:

AAPL

24,772.26

Low:

PFE

2.59

Details

Price/Book

10.78

High:

AAPL

54.09

Low:

PFE

1.59

Details

Price/Sales

6.64

High:

NVDA

24.8

Low:

HUM

0.3

Details

Price/CF

20.59

High:

NVDA

55.25

Low:

OXY

3.49

Details

Price/FCF

41.17

High:

PEP

5,253.35

Low:

10.48

Details