Portfolio of Luisram5 on eToro

Luisram5

🇲🇽 Stock Macro Investor.

2 copiers.

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

Summary

+0.52%

This Month

+0.52%

Year To Date

+347.72%

2 Years

+289.99%

5 Years

+67.23%

10 Years

+10.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
22.51%
💰 Finance
22.46%
🚚 Transportation
16.93%
💻 Electronic Technology
11.32%
🚗 Consumer Durables
9.14%
🖥️ Technology Services
6.8%
📈 Indexes
1.7%
🏭 Industrial Services
1.61%
🛍️ Retail Trade
1.52%
🧩 Miscellaneous
1.14%
📡 Communications
0.85%
🌾 Commodities
0.8%
📊 ETFs
0.78%
⚡ Utilities
0.74%
🪙 Cryptocurrencies
0.66%
⛏️ Energy Minerals
0.58%
🪨 Non Energy Minerals
0.47%
💇‍♀️ Consumer Services
0.44%
🧬 Health Technology
0.35%
🛠️ Producer Manufacturing
0.34%
🍞 Consumer Non Durables
0.33%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
32.71%
🇺🇸 NYSE
18.66%
🇳🇴 Oslo Stock Exchange
11.57%
🇩🇪 FRA
7.95%
🇫🇷 Euronext Paris
2.21%
🌍 CFD
1.7%
🇬🇧 LSE
1.49%
🇪🇸 Bolsa De Madrid
1.21%
🌍 Commodity
0.8%
🌍 Digital Currency
0.66%

Countries Breakdown

Country
Total

🇺🇸 United States
45.73%
🇳🇴 Norway
11.57%
🇩🇪 Germany
7.95%
🇮🇱 Israel
3.52%
🇫🇷 France
2.21%
🇬🇧 United Kingdom
1.49%
🇪🇸 Spain
1.21%
🇳🇱 Netherlands
0.86%
🇲🇽 Mexico
0.47%

Dividends

Dividend Yield

5.29%

47 out of 68 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AFCG (35.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MPCC.OL	1.44%	15.57%	$5.9
AGNC	0.58%	12.35%	$1.44
ZIM	0.58%	19.88%	$0.23
ABR	0.36%	16.58%	$1.72
HAUTO.OL	0.33%	23.25%	-
BDN	0.28%	15.08%	$0.6
VOW3.DE	0.24%	6.49%	$9.06
BMW.DE	0.14%	4.98%	$6
INSW	0.13%	5.21%	$5.74
ARR	0.13%	15.52%	$3.84
ORC	0.12%	17.65%	$1.56
CSWC	0.09%	10.89%	$2.27
MPW	0.09%	6.42%	$0.6
ARCC	0.08%	9.3%	$1.62
AFCG	0.08%	35.39%	$1.92
WAWI.OL	0.07%	14.49%	-
WES	0.06%	8.86%	$2.59
VZ	0.06%	7%	$2.66
HPE	0.05%	2.64%	$0.51
MBG.DE	0.04%	7.5%	$5.3
SCM	0.04%	12.41%	-
EPD	0.04%	6.64%	$2.03
LGEN.L	0.03%	8.25%	$0.2
REP.MC	0.03%	5.07%	$0.73
P911.DE	0.03%	5.59%	$2.31
TWO	0.03%	11.42%	$1.8
MAP.MC	0.02%	3.52%	$0.12
CS.PA	0.02%	5.61%	$1.98
VIE.PA	0.02%	4.82%	$1.25
MSFT	0.01%	0.77%	$3
TXN	0.01%	2.96%	$5.14
NG.L	0.01%	2.41%	$0.57
PG	0.01%	2.89%	$3.83
CAKE	0.01%	1.87%	$1.08
IAG.L	0.01%	2.07%	-
AAPL	0.01%	0.42%	$0.97
WM	0.01%	1.51%	$2.9
META	0%	0.35%	$1
GOOG	0%	0.26%	$0.2
KGX.DE	0%	1.32%	$0.7
ASML	0%	0.47%	$5.57
CX	0%	0.7%	-
RR.L	0%	0.84%	-
COST	0%	0.54%	$19.22
TER	0%	0.22%	$0.46
NVDA	0%	0.02%	$0.02
MU	0%	0.12%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6/10

Beta

1.69

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

29.6

-2

Omega Ratio

1.49

1.5

2.5

Treynor Ratio

2.4

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.13

0.3

0.6

Beta

1.69

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

29.6

-2

Omega Ratio

1.49

1.5

2.5

Treynor Ratio

2.4

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.13

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.13

High:

ARR

400.86

Low:

HPE

-267.59

Details

PEG Ratio

108.61

High:

TXN

2,094.08

Low:

RARE.US

-47.07

Details

Price/Book

9.49

High:

RARE.US

237.86

Low:

ALIBR.PA

-0.57

Details

Price/Sales

6.57

High:

QUBT

3,645.27

Low:

ALIBR.PA

0.14

Details

Price/CF

25.95

High:

PLTR

258.05

Low:

ZIM

0.61

Details

High:

TXN

4,155.74

Low:

ZIM

1.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-70.76%	Dec 2020	Nov 2024	47
-10.97%	Jul 2020	Nov 2020	4
-10.35%	Dec 2024	Jun 2025	6
-0.81%	Dec 2025	-	2

Monthly Performance

Portfolio of Luisram5 on eToro

Luisram5

🇲🇽 Stock Macro Investor.

2 copiers.

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

Summary

+0.52%

This Month

+0.52%

Year To Date

+347.72%

2 Years

+289.99%

5 Years

+67.23%

10 Years

+10.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
22.51%
💰 Finance
22.46%
🚚 Transportation
16.93%
💻 Electronic Technology
11.32%
🚗 Consumer Durables
9.14%
🖥️ Technology Services
6.8%
📈 Indexes
1.7%
🏭 Industrial Services
1.61%
🛍️ Retail Trade
1.52%
🧩 Miscellaneous
1.14%
📡 Communications
0.85%
🌾 Commodities
0.8%
📊 ETFs
0.78%
⚡ Utilities
0.74%
🪙 Cryptocurrencies
0.66%
⛏️ Energy Minerals
0.58%
🪨 Non Energy Minerals
0.47%
💇‍♀️ Consumer Services
0.44%
🧬 Health Technology
0.35%
🛠️ Producer Manufacturing
0.34%
🍞 Consumer Non Durables
0.33%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
32.71%
🇺🇸 NYSE
18.66%
🇳🇴 Oslo Stock Exchange
11.57%
🇩🇪 FRA
7.95%
🇫🇷 Euronext Paris
2.21%
🌍 CFD
1.7%
🇬🇧 LSE
1.49%
🇪🇸 Bolsa De Madrid
1.21%
🌍 Commodity
0.8%
🌍 Digital Currency
0.66%

Countries Breakdown

Country
Total

🇺🇸 United States
45.73%
🇳🇴 Norway
11.57%
🇩🇪 Germany
7.95%
🇮🇱 Israel
3.52%
🇫🇷 France
2.21%
🇬🇧 United Kingdom
1.49%
🇪🇸 Spain
1.21%
🇳🇱 Netherlands
0.86%
🇲🇽 Mexico
0.47%

Dividends

Dividend Yield

5.29%

47 out of 68 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AFCG (35.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MPCC.OL	1.44%	15.57%	$5.9
AGNC	0.58%	12.35%	$1.44
ZIM	0.58%	19.88%	$0.23
ABR	0.36%	16.58%	$1.72
HAUTO.OL	0.33%	23.25%	-
BDN	0.28%	15.08%	$0.6
VOW3.DE	0.24%	6.49%	$9.06
BMW.DE	0.14%	4.98%	$6
INSW	0.13%	5.21%	$5.74
ARR	0.13%	15.52%	$3.84
ORC	0.12%	17.65%	$1.56
CSWC	0.09%	10.89%	$2.27
MPW	0.09%	6.42%	$0.6
ARCC	0.08%	9.3%	$1.62
AFCG	0.08%	35.39%	$1.92
WAWI.OL	0.07%	14.49%	-
WES	0.06%	8.86%	$2.59
VZ	0.06%	7%	$2.66
HPE	0.05%	2.64%	$0.51
MBG.DE	0.04%	7.5%	$5.3
SCM	0.04%	12.41%	-
EPD	0.04%	6.64%	$2.03
LGEN.L	0.03%	8.25%	$0.2
REP.MC	0.03%	5.07%	$0.73
P911.DE	0.03%	5.59%	$2.31
TWO	0.03%	11.42%	$1.8
MAP.MC	0.02%	3.52%	$0.12
CS.PA	0.02%	5.61%	$1.98
VIE.PA	0.02%	4.82%	$1.25
MSFT	0.01%	0.77%	$3
TXN	0.01%	2.96%	$5.14
NG.L	0.01%	2.41%	$0.57
PG	0.01%	2.89%	$3.83
CAKE	0.01%	1.87%	$1.08
IAG.L	0.01%	2.07%	-
AAPL	0.01%	0.42%	$0.97
WM	0.01%	1.51%	$2.9
META	0%	0.35%	$1
GOOG	0%	0.26%	$0.2
KGX.DE	0%	1.32%	$0.7
ASML	0%	0.47%	$5.57
CX	0%	0.7%	-
RR.L	0%	0.84%	-
COST	0%	0.54%	$19.22
TER	0%	0.22%	$0.46
NVDA	0%	0.02%	$0.02
MU	0%	0.12%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6/10

Beta

1.69

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

29.6

-2

Omega Ratio

1.49

1.5

2.5

Treynor Ratio

2.4

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.13

0.3

0.6

Beta

1.69

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

29.6

-2

Omega Ratio

1.49

1.5

2.5

Treynor Ratio

2.4

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

Low:

ZIM

1.1

Details

P/E Ratio

34.13

High:

ARR

400.86

Low:

HPE

-267.59

Details

PEG Ratio

108.61

High:

TXN

2,094.08

Low:

RARE.US

-47.07

Details

Price/Book

9.49

High:

RARE.US

237.86

Low:

ALIBR.PA

-0.57

Details

Price/Sales

6.57

High:

QUBT

3,645.27

Low:

ALIBR.PA

0.14

Details

Price/CF

25.95

High:

PLTR

258.05

Low:

ZIM

0.61

Details

Price/FCF

High:

TXN

4,155.74

Low:

ZIM

1.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-70.76%	Dec 2020	Nov 2024	47
-10.97%	Jul 2020	Nov 2020	4
-10.35%	Dec 2024	Jun 2025	6
-0.81%	Dec 2025	-	2