Portfolio of JoseAlvarezC on eToro

JoseAlvarezC

🇪🇸 Stock, Crypto and ETF Multi-Strategy Investor.

23 copiers.

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

Summary

-2.45%

This Month

-2.02%

Year To Date

+27.55%

2 Years

+2.39%

5 Years

+944.33%

10 Years

+19.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
33.5%
💵 Cash
18.06%
🖥️ Technology Services
11.09%
📊 ETFs
10.31%
🛍️ Retail Trade
7.29%
💰 Finance
3.19%
💻 Electronic Technology
2.84%
💼 Commercial Services
2.78%
🚗 Consumer Durables
2.33%
🍞 Consumer Non Durables
2.31%
💇‍♀️ Consumer Services
1.71%
🧬 Health Technology
1.34%
🛠️ Producer Manufacturing
0.92%
❓ Other
0.82%
🚚 Transportation
0.77%
📦 Distribution Services
0.7%
🧩 Miscellaneous
0.52%
⛏️ Energy Minerals
0.42%
🏭 Industrial Services
0.38%
⚡ Utilities
0.15%
🪨 Non Energy Minerals
0.15%
📡 Communications
0.1%
🧪 Process Industries
0.01%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
33.5%
🇺🇸 Nasdaq
22.95%
🇺🇸 NYSE
20.63%
🇬🇧 LSE
1.84%
🇩🇪 FRA
0.64%
🇮🇹 Borsa Italiana
0.61%
🇫🇷 Euronext Paris
0.54%
🇪🇸 Bolsa De Madrid
0.53%
🇭🇰 Hong Kong Exchanges
0.44%
Regular Trading Hours - RTH
0.42%
🇺🇸 Chicago Board Options Exchange
0.41%
Tokyo Stock Exchange
0.4%
🇩🇪 Xetra ETFs
0.25%
🇺🇸 OTC Markets Stock Exchange
0.17%
🇦🇺 Sydney
0.13%
🇸🇦 Tadawul
0.13%
🇳🇱 Euronext Amsterdam
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
24.12%
🇺🇾 Uruguay
4.68%
🇬🇧 United Kingdom
1.68%
🇯🇵 Japan
1.18%
🇹🇼 Taiwan
1.07%
🇵🇪 Peru
0.89%
🇨🇦 Canada
0.87%
🇨🇳 China
0.85%
🇩🇪 Germany
0.64%
🇮🇹 Italy
0.61%
🇫🇷 France
0.54%
🇪🇸 Spain
0.53%
🇧🇷 Brazil
0.29%
🇦🇺 Australia
0.13%
🇸🇦 Saudi Arabia
0.13%
🇮🇱 Israel
0.12%
🇩🇰 Denmark
0.1%
🇳🇱 Netherlands
0.04%

Dividends

Dividend Yield

0.46%

62 out of 160 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $AGNC (16.23%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.07%	5.77%	$1.66
TM	0.02%	2.74%	$4.64
MSFT	0.02%	0.7%	$3
BAP	0.02%	3.7%	$9.27
AGNC	0.02%	16.23%	$1.44
PBR.A	0.01%	5.1%	$2.21
SUN	0.01%	5.24%	$3.4
INPP.L	0.01%	6.34%	$0.07
IFS	0.01%	3.34%	$1
KO	0.01%	2.26%	$1.89
POOL	0.01%	2.95%	$4.5
O	0.01%	5.83%	$3.09
EMG.L	0.01%	3.87%	$0.13
HAS	0.01%	2.53%	$2.8
DPZ	0.01%	2.5%	$5.44
MCD	0.01%	3.07%	$6.53
SBUX	0.01%	2.52%	$2.24
GAW.L	0.01%	3.31%	$5.5
LHA.DE	0.01%	4.55%	$0.3
TSM	0.01%	0.75%	$1.74
BYG.L	0.01%	5.19%	$0.45
ADS.DE	0.01%	1.74%	$0.7
MC.PA	0.01%	1.42%	$13
ENR	0.01%	5.37%	$1.2
CTY.L	0.01%	3.82%	$0.19
NLY	0.01%	15.93%	$2.6
PII	0.01%	5.01%	$2.62
PYPL	0.01%	0.97%	-
SAN.MC	0.01%	1.72%	$0.14
PG	0.01%	2.71%	$3.83
EPD	0.01%	6.02%	$2.03
DUK	0.01%	3.55%	$4.1
PRY.MI	0.01%	0.83%	$0.7
T.US	0%	5.05%	$1.11
WM	0%	1.59%	$2.9
AMS.MC	0%	2.23%	$1
STAG	0%	4.2%	$1.47
DMP.ASX	0%	2.62%	$0.98
BABA	0%	0.99%	$0.98
CVS	0%	2.83%	$2.54
GOOG	0%	0.26%	$0.2
AVGO	0%	0.78%	$19.7
LUV	0%	1.8%	$0.72
META	0%	0.3%	$1
NTDOY	0%	1.48%	$0.24
SPY	0%	0.96%	-
DIS	0%	1.35%	$0.75
CRM	0%	0.72%	$0.4
JD.L	0%	1.4%	$0.01
CSX	0%	1.14%	$0.46
9988.HK	0%	0.99%	$0.98
DIA.US	0%	1.34%	-
WMT	0%	0.84%	$0.81
GOOGL	0%	0.26%	$0.2
NVO	0%	1.04%	$0.98
SONY	0%	0.44%	$0.49
NVDA	0%	0.24%	$0.02
GBTC	0%	0.17%	$0.11
ASML	0%	0.46%	$5.57
LRCX	0%	0.42%	$8
WDC	0%	0.15%	-
MU	0%	0.06%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Oct 23, 2026	$0.67
PFE	Ex-Dividend	Oct 24, 2026	$0.43
PG	Ex-Dividend	Oct 24, 2026	$1.09
MC.PA	Ex-Dividend	Oct 28, 2026	$8.60
ASML	Ex-Dividend	Oct 28, 2026	$3.17
MU	Pay Day	Oct 29, 2026	$0.15
AGNC	Ex-Dividend	Oct 30, 2026	$0.12
O	Ex-Dividend	Oct 30, 2026	$0.27
NLY	Pay Day	Oct 30, 2026	$0.70
EPD	Ex-Dividend	Oct 31, 2026	$0.55
T.US	Pay Day	Nov 2, 2026	$0.28
SUN	Ex-Dividend	Nov 7, 2026	$0.99
POOL	Ex-Dividend	Nov 13, 2026	$1.30
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
DUK	Ex-Dividend	Nov 14, 2026	$1.06
ENR	Ex-Dividend	Nov 19, 2026	$0.30
HAS	Ex-Dividend	Nov 19, 2026	$0.70
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WMT	Ex-Dividend	Nov 21, 2026	$0.25
MCD	Ex-Dividend	Dec 1, 2026	$1.86
CSX	Ex-Dividend	Dec 1, 2026	$0.14
PII	Ex-Dividend	Dec 1, 2026	$0.68
LUV	Ex-Dividend	Dec 3, 2026	$0.18
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
GOOGL	Ex-Dividend	Dec 4, 2026	$0.22
WDC	Ex-Dividend	Dec 8, 2026	$0.15
JD.L	Ex-Dividend	Dec 8, 2026	$0.01
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
WM	Ex-Dividend	Dec 11, 2026	$0.94
KO	Ex-Dividend	Dec 15, 2026	$0.53
DPZ	Ex-Dividend	Dec 15, 2026	$1.99
TSM	Ex-Dividend	Dec 16, 2026	$0.95
CRM	Ex-Dividend	Dec 17, 2026	$0.44
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
LRCX	Ex-Dividend	Dec 23, 2026	$0.26
DIS	Ex-Dividend	Dec 30, 2026	$0.75
NLY	Ex-Dividend	Dec 30, 2026	$0.70
STAG	Ex-Dividend	Dec 30, 2026	$0.39
AMS.MC	Ex-Dividend	Jan 1, 2027	$1.18
BYG.L	Ex-Dividend	Jan 7, 2027	$0.31
T.US	Ex-Dividend	Jan 9, 2027	$0.28
MU	Ex-Dividend	Jan 14, 2027	$0.15
EMG.L	Ex-Dividend	Feb 11, 2027	$0.12
NVO	Ex-Dividend	Feb 17, 2027	$1.22
DMP.ASX	Ex-Dividend	Mar 2, 2027	$0.18
INPP.L	Ex-Dividend	Mar 15, 2027	$0.00
SONY	Ex-Dividend	Mar 30, 2027	$0.07
TM	Ex-Dividend	Apr 1, 2027	$3.46
NTDOY	Ex-Dividend	Apr 1, 2027	$0.15
PRY.MI	Ex-Dividend	Apr 19, 2027	$1.06
IFS	Ex-Dividend	Apr 24, 2027	$1.80
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
LHA.DE	Ex-Dividend	May 13, 2027	$0.39
BAP	Ex-Dividend	May 18, 2027	$14.45
9988.HK	Ex-Dividend	Jun 10, 2027	$0.13
BABA	Ex-Dividend	Jun 11, 2027	$1.05

Performance Metrics

Score 6.4/10

Beta

1.81

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.34

Jensen's Alpha

12.26

-2

Omega Ratio

1.53

1.5

2.5

Treynor Ratio

1.53

0.75

1.25

Information Ratio

0.48

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

1.81

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.34

Jensen's Alpha

12.26

-2

Omega Ratio

1.53

1.5

2.5

Treynor Ratio

1.53

0.75

1.25

Information Ratio

0.48

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.96

High:

KVYO

787.74

Low:

-133.87

Details

PEG Ratio

4.75

High:

AMS.MC

135.9

Low:

TWLO

0.01

Details

Price/Book

6.87

High:

LRCX

34.7

Low:

MCD

-161.19

Details

Price/Sales

7.57

High:

OKLO

5,238.67

Low:

INO

Details

Price/CF

18.33

High:

MSTR

7,511.07

Low:

PBR.A

2.42

Details

Price/FCF

61.66

High:

9988.HK

2,771.01

Low:

CRMD

2.9

Details