Effective portfolio of JulioMontero on eToro

Loading...

JulioMontero

🇨🇱 Multi-Strategy Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+0.06%

Today

+1.42%

This Month

+0.24%

Year To Date

+43.74%

2 Years

+86.98%

5 Years

+15.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
26.46%
💻 Electronic Technology
9.23%
🖥️ Technology Services
8.02%
💰 Finance
6.67%
🌾 Commodities
3.84%
🪙 Cryptocurrencies
2.78%
💹 Forex
2.15%
🚚 Transportation
2.14%
🛍️ Retail Trade
1.4%
🚗 Consumer Durables
1%
💼 Commercial Services
0.74%
🛠️ Producer Manufacturing
0.57%
🍞 Consumer Non Durables
0.47%
🧬 Health Technology
0.45%
📈 Indexes
0.43%
💇‍♀️ Consumer Services
0.16%
📡 Communications
0.12%
⚡ Utilities
0.12%
⛏️ Energy Minerals
0.09%
🏥 Health Services
0.09%
🏭 Industrial Services
0.05%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
25.57%
🇬🇧 LSE
18.52%
🇺🇸 Nasdaq
11.47%
🌍 Commodity
3.84%
🌍 Digital Currency
2.78%
🌍 FX
2.15%
🇩🇪 FRA
0.79%
🇭🇰 Hong Kong Exchanges
0.52%
🌍 CFD
0.43%
🇺🇸 Chicago Board Options Exchange
0.38%
🇫🇷 Euronext Paris
0.31%
🇮🇹 Borsa Italiana
0.11%
🇩🇪 Xetra ETFs
0.08%
🇨🇭 SIX
0.02%
🇳🇱 Euronext Amsterdam
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
21.24%
🇬🇧 United Kingdom
7.69%
🇩🇪 Germany
0.79%
🇨🇳 China
0.71%
🇫🇷 France
0.31%
🇱🇺 Luxembourg
0.2%
🇮🇹 Italy
0.11%
🇳🇱 Netherlands
0.1%
🇯🇵 Japan
0.07%
🇨🇭 Switzerland
0.02%
🇨🇦 Canada
0.02%
🇮🇪 Ireland
0.02%
🇩🇰 Denmark
0.01%
🇧🇷 Brazil
0.01%
🇹🇼 Taiwan
0.01%

Dividends

Dividend Yield

0.47%

99 out of 155 instruments pay dividend.

19 dividend payments in the next 30 days.

Highest Dividend: $PBR (15.9%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
C	0.05%	3.26%	$2.12
IAG.L	0.05%	2.65%	-
GS	0.04%	2.19%	$11
JPM	0.03%	2.07%	$4.4
RR.L	0.03%	0.8%	-
KWEB	0.03%	2.94%	-
VOW3.DE	0.02%	6.49%	$9.06
AXP	0.02%	1.1%	$2.6
BA.L	0.02%	1.91%	$0.3
DVY	0.01%	3.61%	-
BIL	0.01%	4.85%	-
INTC	0.01%	2.44%	$0.5
IVV	0.01%	1.38%	-
GAW.L	0.01%	3.42%	$5.5
EEM	0.01%	2.33%	-
SSO	0.01%	0.94%	-
KO	0.01%	2.72%	$1.89
UDOW	0%	1.23%	-
LSEG.L	0%	1.14%	$1.15
BRBY.L	0%	8.32%	$0.61
9618.HK	0%	3.02%	$2.97
MSFT	0%	0.82%	$3
USRT	0%	2.79%	-
SHV	0%	4.86%	-
SO	0%	3.19%	$2.82
MINT	0%	5.16%	-
JPST	0%	5.02%	-
GOOG	0%	0.49%	$0.2
P911.DE	0%	5.14%	$2.31
EL.PA	0%	1.58%	$3.95
TNA	0%	1.59%	-
MTUM	0%	0.95%	-
TEP.PA	0%	4.45%	$3.85
9988.HK	0%	0.85%	$0.98
AAPL	0%	0.47%	$0.97
MCD	0%	2.18%	$6.53
NKE	0%	2.7%	$1.45
SBRY.L	0%	5.2%	$0.13
ENI.MI	0%	7.87%	$0.94
META	0%	0.37%	$1
BP.L	0%	6.86%	$0.23
TSCO.L	0%	3.76%	$0.12
DAL	0%	1.43%	$0.3
ORCL	0%	1.21%	$1.6
TM	0%	2.5%	$4.64
TLT	0%	4.12%	-
TMUS	0%	1.37%	$1.95
GE	0%	0.74%	$0.44
UNH	0%	2.05%	$7.74
ISP.MI	0%	7.15%	$0.3
PBR	0%	15.9%	$1.73
RMV.L	0%	1.34%	$0.09
DELL	0%	1.98%	$1.63
STLAM.MI	0%	8.2%	$1.55
BABA	0%	0.82%	$0.98
TRIG.L	0%	8.43%	$0.07
WMT	0%	0.98%	$0.81
CVS	0%	4.08%	$2.54
ULVR.L	0%	3.21%	$1.47
DG.PA	0%	3.89%	$4.5
CVE	0%	4.14%	$0.44
VOO	0%	1.36%	-
NVDA	0%	0.04%	$0.02
LHA.DE	0%	4.84%	$0.3
MC.PA	0%	2.64%	$13
GEV	0%	0.14%	-
INGA.NV	0%	6.14%	$1.11
LLY	0%	0.61%	$4.86
ASML	0%	0.86%	$5.57
AZN.L	0%	2.32%	$2.28
ENEL.MI	0%	5.62%	$0.43
IEML.L	0%	5.94%	-
WBD.MI	0%	2.55%	$0.07
IWM	0%	1.24%	-
BND	0%	3.65%	-
JNJ	0%	3.22%	$4.81
SPY	0%	1.28%	-
LOGN.ZU	0%	1.8%	$1.06
UCG.MI	0%	4.58%	$1.8
DIS	0%	1.1%	$0.75
VTEB	0%	3.2%	-
0700.HK	0%	0.95%	$3.4
MDT.US	0%	3.31%	$2.77
BAC	0%	2.61%	$0.96
V	0%	0.65%	$2.01
IBKR	0%	0.62%	$0.55
BAYN.DE	0%	0.47%	$0.11
NVO	0%	1.82%	$0.98
VTI	0%	1.36%	-
SBUX	0%	2.86%	$2.24
RACE	0%	0.67%	$2.64
AVGO	0%	1.16%	$19.7
SPY5.L	0%	1.05%	-
TSM	0%	1.24%	$1.74
RYAAY	0%	1.77%	$0.93
ELV	0%	1.62%	$6.22
QQQJ	0%	0.74%	-
MA	0%	0.53%	$2.46
GOOGL	0%	0.51%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2025	$1.40
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
CVS	Pay Day	May 1, 2025	$0.66
DELL	Pay Day	May 2, 2025	$0.52
INGA.NV	Pay Day	May 2, 2025	$0.74
C	Ex-Dividend	May 5, 2025	$0.56
EL.PA	Ex-Dividend	May 6, 2025	$4.10
RACE	Pay Day	May 6, 2025	$3.12
ASML	Pay Day	May 6, 2025	$1.92
GAW.L	Pay Day	May 7, 2025	$1.29
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
MA	Pay Day	May 9, 2025	$0.76
DAL	Ex-Dividend	May 13, 2025	$0.15
MSFT	Ex-Dividend	May 15, 2025	$0.83
TSCO.L	Ex-Dividend	May 15, 2025	$0.12
ULVR.L	Ex-Dividend	May 15, 2025	$0.52
SBUX	Ex-Dividend	May 16, 2025	$0.61
0700.HK	Ex-Dividend	May 16, 2025	$0.58
GEV	Pay Day	May 16, 2025	$0.25
ENI.MI	Ex-Dividend	May 19, 2025	$0.28
ISP.MI	Ex-Dividend	May 19, 2025	$0.18
SO	Ex-Dividend	May 19, 2025	$0.72
WBD.MI	Ex-Dividend	May 19, 2025	$0.09
ENI.MI	Pay Day	May 21, 2025	$0.28
ISP.MI	Pay Day	May 21, 2025	$0.18
LSEG.L	Pay Day	May 21, 2025	$1.13
WBD.MI	Pay Day	May 21, 2025	$0.09
C	Pay Day	May 23, 2025	$0.56
RMV.L	Pay Day	May 23, 2025	$0.08
TEP.PA	Ex-Dividend	May 26, 2025	$4.40
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
TEP.PA	Pay Day	May 28, 2025	$4.40
SBUX	Pay Day	May 30, 2025	$0.61
GS	Ex-Dividend	May 30, 2025	$3.00
0700.HK	Pay Day	May 30, 2025	$0.58
IBKR	Ex-Dividend	May 30, 2025	$0.32
TMUS	Ex-Dividend	May 30, 2025	$0.88
DAL	Pay Day	Jun 3, 2025	$0.15
EL.PA	Pay Day	Jun 5, 2025	$4.10
SBRY.L	Ex-Dividend	Jun 5, 2025	$0.13
BAC	Ex-Dividend	Jun 6, 2025	$0.26
SO	Pay Day	Jun 6, 2025	$0.72
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
JNJ	Pay Day	Jun 10, 2025	$1.30
ELV	Ex-Dividend	Jun 10, 2025	$1.71
MSFT	Pay Day	Jun 12, 2025	$0.83
TMUS	Pay Day	Jun 12, 2025	$0.88
TSM	Ex-Dividend	Jun 12, 2025	$0.68
ULVR.L	Pay Day	Jun 13, 2025	$0.52
IBKR	Pay Day	Jun 13, 2025	$0.32
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
EEM	Pay Day	Jun 17, 2025	$0.29
DIS	Ex-Dividend	Jun 24, 2025	$0.50
ELV	Pay Day	Jun 25, 2025	$1.71
BAC	Pay Day	Jun 27, 2025	$0.26
GS	Pay Day	Jun 27, 2025	$3.00
TSCO.L	Pay Day	Jun 27, 2025	$0.12
TNA	Pay Day	Jul 2, 2025	$0.00
TSM	Pay Day	Jul 10, 2025	$0.68
SBRY.L	Pay Day	Jul 11, 2025	$0.13
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
KWEB	Pay Day	Dec 18, 2025	$1.02

Performance Metrics

Score 6.4/10

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

0.53

0.53

0

0.5

1

1.5

1.5

Sortino Ratio

1.31

1.31

0

1

2

3

3

Jensen's Alpha

8.5

8.5

-2

0

2

9

9

Omega Ratio

1.34

1.34

0

1

1.5

2.5

2.5

Treynor Ratio

1.43

1.43

0

0.75

1.25

2

2

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

0.56

0.56

0

0.3

0.6

1

1

Beta

0.87

0.87

0

0.8

1.2

0

2

Sharpe Ratio

0.53

0.53

0

0.5

1

1.5

1.5

Sortino Ratio

1.31

1.31

0

1

2

3

3

Jensen's Alpha

8.5

8.5

-2

0

2

9

9

Omega Ratio

1.34

1.34

0

1

1.5

2.5

2.5

Treynor Ratio

1.43

1.43

0

0.75

1.25

2

2

Information Ratio

0.29

0.29

0

0.3

0.6

1

1

Calmar Ratio

0.56

0.56

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.31

High:

PLTR

606.29

Low:

CRWD

-5,042.67

Details

PEG Ratio

260.63

High:

EL.PA

2,813.43

Low:

TRUP

-207.18

Details

Price/Book

7.47

High:

MA

75.33

Low:

RR.L

-70.35

Details

Price/Sales

5.61

High:

PLTR

101.16

Low:

VOW3.DE

0.15

Details

Price/CF

21.84

High:

PLTR

165.72

Low:

UCG.MI

1.86

Details

Price/FCF

32.41

High:

LLY

631.92

Low:

GS

2.82

Details

P/E Ratio

28.31

High:

PLTR

606.29

Low:

CRWD

-5,042.67

Details

PEG Ratio

260.63

High:

EL.PA

2,813.43

Low:

TRUP

-207.18

Details

Price/Book

7.47

High:

MA

75.33

Low:

RR.L

-70.35

Details

Price/Sales

5.61

High:

PLTR

101.16

Low:

VOW3.DE

0.15

Details

Price/CF

21.84

High:

PLTR

165.72

Low:

UCG.MI

1.86

Details

Price/FCF

32.41

High:

LLY

631.92

Low:

GS

2.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-27.8%	Nov 2021	Feb 2024	27
-13.84%	Apr 2024	-	13
-3.48%	Sep 2021	Oct 2021	1

Monthly Performance