Portfolio of JoseServat on eToro

JoseServat

🇵🇪 Stock, Crypto and ETF Value Investor.

10 copiers.

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

Summary

-4.22%

This Month

+23.68%

Year To Date

+100.24%

2 Years

+228.82%

5 Years

+228.82%

10 Years

+45.63%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
25.35%
💻 Electronic Technology
20.12%
📊 ETFs
14.63%
🖥️ Technology Services
11.48%
🚚 Transportation
7.76%
🍞 Consumer Non Durables
6.02%
🏭 Industrial Services
4.3%
🧬 Health Technology
3.54%
⛏️ Energy Minerals
2.22%
💰 Finance
2.07%
🛍️ Retail Trade
1.33%
🛠️ Producer Manufacturing
0.67%
💇‍♀️ Consumer Services
0.4%
💵 Cash
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
37.43%
🇺🇸 NYSE
37.11%
🌍 Digital Currency
25.35%

Countries Breakdown

Country
Total

🇺🇸 United States
38.51%
🇳🇱 Netherlands
17.14%
🇩🇰 Denmark
2.94%
🇨🇳 China
1.33%

Dividends

Dividend Yield

22 out of 29 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $UPS (7.17%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UPS	0.21%	7.17%	$6.5
SLB	0.14%	3.18%	$1.05
ASML	0.1%	0.61%	$5.57
NVO	0.07%	2.55%	$0.98
PEP	0.07%	3.89%	$5.15
PG	0.07%	2.84%	$3.83
FDX	0.05%	2.25%	$5.16
NKE	0.04%	2.61%	$1.45
OXY	0.04%	2.35%	$0.8
CVX	0.03%	4.46%	$6.28
DAL	0.03%	1.21%	$0.3
PFE	0.03%	7.05%	$1.66
MSFT	0.03%	0.66%	$3
BAC	0.03%	2.05%	$0.96
GOOG	0.02%	0.3%	$0.2
KO	0.02%	2.97%	$1.89
MCD	0.01%	2.38%	$6.53
BABA	0.01%	0.63%	$0.98
CAT	0.01%	1.07%	$5.31
JNJ	0.01%	2.75%	$4.81
V	0.01%	0.72%	$2.01
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Pay Day	Nov 17, 2025	$1.06
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
CAT	Pay Day	Nov 20, 2025	$1.51
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
PFE	Pay Day	Dec 1, 2025	$0.43
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91

Performance Metrics

Score 9.2/10

Beta

0.9

0.8

1.2

Sharpe Ratio

1.71

0.5

Sortino Ratio

4.24

Jensen's Alpha

25.23

-2

Omega Ratio

4.4

1.5

Treynor Ratio

2.92

0.75

1.25

Information Ratio

1.85

0.3

0.6

Calmar Ratio

4.22

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

1.71

0.5

Sortino Ratio

4.24

Jensen's Alpha

25.23

-2

Omega Ratio

4.4

1.5

Treynor Ratio

2.92

0.75

1.25

Information Ratio

1.85

0.3

0.6

Calmar Ratio

4.22

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.8

High:

NVDA

56.55

Low:

DAL

7.84

Details

PEG Ratio

137.93

High:

MCD

1,226.9

Low:

PFE

2.53

Details

Price/Book

10.47

High:

NVDA

48.31

Low:

MCD

-77.36

Details

Price/Sales

9.27

High:

NVDA

29.5

Low:

DAL

0.58

Details

Price/CF

24.56

High:

NVDA

55.25

Low:

OXY

3.49

Details

Price/FCF

53.3

High:

PEP

5,253.35

Low:

BAC

11.87

Details