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

-1.3%

This Month

+2.19%

Year To Date

+264%

2 Years

+392.28%

5 Years

+70.02%

10 Years

+10.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🚚 Transportation
22.66%
💵 Cash
21.68%
💰 Finance
19.8%
💻 Electronic Technology
10.38%
🚗 Consumer Durables
8.51%
🖥️ Technology Services
6.55%
🏭 Industrial Services
1.69%
📈 Indexes
1.63%
🛍️ Retail Trade
1.42%
🧩 Miscellaneous
1.3%
📡 Communications
1.08%
⚡ Utilities
0.8%
📊 ETFs
0.79%
🪙 Cryptocurrencies
0.75%
⛏️ Energy Minerals
0.73%
💇‍♀️ Consumer Services
0.45%
🪨 Non Energy Minerals
0.4%
🍞 Consumer Non Durables
0.33%
🧬 Health Technology
0.32%
🛠️ Producer Manufacturing
0.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
29.16%
🇺🇸 NYSE
20.47%
🇳🇴 Oslo Stock Exchange
15.97%
🇩🇪 FRA
6.97%
🇫🇷 Euronext Paris
2.16%
🌍 CFD
1.63%
🇬🇧 LSE
1.44%
🇪🇸 Bolsa De Madrid
1.3%
🌍 Digital Currency
0.75%

Countries Breakdown

Country
Total

🇺🇸 United States
42.99%
🇳🇴 Norway
15.97%
🇩🇪 Germany
6.97%
🇮🇱 Israel
4.24%
🇫🇷 France
2.16%
🇬🇧 United Kingdom
1.44%
🇪🇸 Spain
1.3%
🇳🇱 Netherlands
0.82%
🇲🇽 Mexico
0.4%
🇨🇳 China
0.4%

Dividends

Dividend Yield

5.08%

49 out of 69 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AFCG (35.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MPCC.OL	1.23%	9.93%	$5.9
AGNC	0.58%	13.13%	$1.44
ZIM	0.54%	14.84%	$0.23
HAUTO.OL	0.43%	17.05%	-
ABR	0.3%	13.56%	$1.72
VOW3.DE	0.22%	6.71%	$9.06
BDN	0.22%	12.3%	$0.6
ORC	0.17%	19.46%	$1.56
BMW.DE	0.13%	5.16%	$6
ARR	0.12%	16.16%	$3.84
INSW	0.1%	3.12%	$5.74
CSWC	0.09%	11.93%	$2.27
MPT	0.09%	6.18%	$0.6
AFCG	0.08%	35.68%	$1.92
ARCC	0.08%	10.04%	$1.62
WAWI.OL	0.07%	9.71%	-
MBG.DE	0.06%	12.36%	$5.3
WES	0.06%	8.61%	$2.59
VZ	0.06%	5.49%	$2.66
HPE	0.04%	2.48%	$0.51
BBDC	0.04%	12.47%	-
QFIN	0.04%	9.56%	$1.06
EPD	0.04%	5.85%	$2.03
SCM	0.04%	15.32%	-
REP.MC	0.03%	4.15%	$0.73
LGEN.L	0.03%	8.2%	$0.2
P911.DE	0.03%	5.84%	$2.31
TWO	0.02%	15.34%	$1.8
MAP.MC	0.02%	3.91%	$0.12
CS.PA	0.02%	6%	$1.98
VIE.PA	0.02%	4.44%	$1.25
MSFT	0.02%	0.86%	$3
TXN	0.01%	2.77%	$5.14
NG.L	0.01%	2.11%	$0.57
PG	0.01%	2.69%	$3.83
CAKE	0.01%	1.73%	$1.08
IAG.L	0.01%	1.82%	-
AAPL	0.01%	0.4%	$0.97
WM	0.01%	1.4%	$2.9
META	0%	0.32%	$1
GOOG	0%	0.28%	$0.2
ASML	0%	0.54%	$5.57
KGX.DE	0%	1.52%	$0.7
COST	0%	0.52%	$19.22
CX	0%	0.74%	-
RR.L	0%	0.7%	-
TER	0%	0.16%	$0.46
NVDA	0%	0.02%	$0.02
GOOGL	0%	0.28%	$0.2

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

1.31

Jensen's Alpha

29.43

-2

Omega Ratio

1.5

2.5

Treynor Ratio

2.36

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

1.31

Jensen's Alpha

29.43

-2

Omega Ratio

1.5

2.5

Treynor Ratio

2.36

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

30.73

High:

TSLA

377.27

Low:

HPE

-282.81

Details

PEG Ratio

114.16

High:

TER

2,779.26

Low:

QUBT

-71.66

Details

Price/Book

High:

PLTR

49.59

Low:

RARE.US

-26.27

Details

Price/Sales

6.52

High:

QUBT

2,581.95

Low:

ALIBR.PA

0.1

Details

Price/CF

24.56

High:

PLTR

214.31

Low:

ZIM

0.61

Details

Price/FCF

53.27

High:

TXN

4,155.74

Low:

ZIM

1.1

Details

P/E Ratio

30.73

High:

TSLA

377.27

Low:

HPE

-282.81

Details

PEG Ratio

114.16

High:

TER

2,779.26

Low:

QUBT

-71.66

Details

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
-1.3%	Mar 2026	-	1
-0.81%	Dec 2025	Jan 2026	1

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

-1.3%

This Month

+2.19%

Year To Date

+264%

2 Years

+392.28%

5 Years

+70.02%

10 Years

+10.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🚚 Transportation
22.66%
💵 Cash
21.68%
💰 Finance
19.8%
💻 Electronic Technology
10.38%
🚗 Consumer Durables
8.51%
🖥️ Technology Services
6.55%
🏭 Industrial Services
1.69%
📈 Indexes
1.63%
🛍️ Retail Trade
1.42%
🧩 Miscellaneous
1.3%
📡 Communications
1.08%
⚡ Utilities
0.8%
📊 ETFs
0.79%
🪙 Cryptocurrencies
0.75%
⛏️ Energy Minerals
0.73%
💇‍♀️ Consumer Services
0.45%
🪨 Non Energy Minerals
0.4%
🍞 Consumer Non Durables
0.33%
🧬 Health Technology
0.32%
🛠️ Producer Manufacturing
0.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
29.16%
🇺🇸 NYSE
20.47%
🇳🇴 Oslo Stock Exchange
15.97%
🇩🇪 FRA
6.97%
🇫🇷 Euronext Paris
2.16%
🌍 CFD
1.63%
🇬🇧 LSE
1.44%
🇪🇸 Bolsa De Madrid
1.3%
🌍 Digital Currency
0.75%

Countries Breakdown

Country
Total

🇺🇸 United States
42.99%
🇳🇴 Norway
15.97%
🇩🇪 Germany
6.97%
🇮🇱 Israel
4.24%
🇫🇷 France
2.16%
🇬🇧 United Kingdom
1.44%
🇪🇸 Spain
1.3%
🇳🇱 Netherlands
0.82%
🇲🇽 Mexico
0.4%
🇨🇳 China
0.4%

Dividends

Dividend Yield

5.08%

49 out of 69 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $AFCG (35.68%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MPCC.OL	1.23%	9.93%	$5.9
AGNC	0.58%	13.13%	$1.44
ZIM	0.54%	14.84%	$0.23
HAUTO.OL	0.43%	17.05%	-
ABR	0.3%	13.56%	$1.72
VOW3.DE	0.22%	6.71%	$9.06
BDN	0.22%	12.3%	$0.6
ORC	0.17%	19.46%	$1.56
BMW.DE	0.13%	5.16%	$6
ARR	0.12%	16.16%	$3.84
INSW	0.1%	3.12%	$5.74
CSWC	0.09%	11.93%	$2.27
MPT	0.09%	6.18%	$0.6
AFCG	0.08%	35.68%	$1.92
ARCC	0.08%	10.04%	$1.62
WAWI.OL	0.07%	9.71%	-
MBG.DE	0.06%	12.36%	$5.3
WES	0.06%	8.61%	$2.59
VZ	0.06%	5.49%	$2.66
HPE	0.04%	2.48%	$0.51
BBDC	0.04%	12.47%	-
QFIN	0.04%	9.56%	$1.06
EPD	0.04%	5.85%	$2.03
SCM	0.04%	15.32%	-
REP.MC	0.03%	4.15%	$0.73
LGEN.L	0.03%	8.2%	$0.2
P911.DE	0.03%	5.84%	$2.31
TWO	0.02%	15.34%	$1.8
MAP.MC	0.02%	3.91%	$0.12
CS.PA	0.02%	6%	$1.98
VIE.PA	0.02%	4.44%	$1.25
MSFT	0.02%	0.86%	$3
TXN	0.01%	2.77%	$5.14
NG.L	0.01%	2.11%	$0.57
PG	0.01%	2.69%	$3.83
CAKE	0.01%	1.73%	$1.08
IAG.L	0.01%	1.82%	-
AAPL	0.01%	0.4%	$0.97
WM	0.01%	1.4%	$2.9
META	0%	0.32%	$1
GOOG	0%	0.28%	$0.2
ASML	0%	0.54%	$5.57
KGX.DE	0%	1.52%	$0.7
COST	0%	0.52%	$19.22
CX	0%	0.74%	-
RR.L	0%	0.7%	-
TER	0%	0.16%	$0.46
NVDA	0%	0.02%	$0.02
GOOGL	0%	0.28%	$0.2

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

1.31

Jensen's Alpha

29.43

-2

Omega Ratio

1.5

2.5

Treynor Ratio

2.36

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

1.31

Jensen's Alpha

29.43

-2

Omega Ratio

1.5

2.5

Treynor Ratio

2.36

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

High:

PLTR

49.59

Low:

RARE.US

-26.27

Details

Price/Sales

6.52

High:

QUBT

2,581.95

Low:

ALIBR.PA

0.1

Details

Price/CF

24.56

High:

PLTR

214.31

Low:

ZIM

0.61

Details

Price/FCF

53.27

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
-1.3%	Mar 2026	-	1
-0.81%	Dec 2025	Jan 2026	1