Portfolio of Luisvib on eToro

Luisvib

🇪🇸 Stock Value Investor.

205 copiers.

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

Summary

+4.39%

This Month

+5.07%

Year To Date

+24.99%

2 Years

+72.18%

5 Years

+72.18%

10 Years

+14.55%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏥 Health Services
38.75%
🖥️ Technology Services
24.74%
💼 Commercial Services
15.28%
🚚 Transportation
7.36%
🛍️ Retail Trade
5.84%
💵 Cash
4.22%
🍞 Consumer Non Durables
3.2%
💇‍♀️ Consumer Services
0.58%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.03%
🇺🇸 Nasdaq
47.56%
Regular Trading Hours - RTH
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
89.91%
🇮🇪 Ireland
4.63%
🇨🇳 China
1.21%

Dividends

Dividend Yield

1.15%

7 out of 13 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $KHC (7.11%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.39%	2.29%	$7.74
ELV	0.36%	1.64%	$6.22
MSFT	0.11%	0.7%	$3
PYPL	0.1%	1%	-
KHC	0.09%	7.11%	$1.6
STZ	0.06%	3.26%	$3.68
JD.US	0.04%	3.71%	$0.74

Next Dividends

Stock	Type	Date	Pay Per Share
STZ	Ex-Dividend	Oct 30, 2026	$1.03
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
KHC	Ex-Dividend	Dec 4, 2026	$0.40
ELV	Ex-Dividend	Dec 10, 2026	$1.72
UNH	Ex-Dividend	Dec 14, 2026	$2.21
JD.US	Ex-Dividend	Apr 9, 2027	$1.00

Performance Metrics

Score 5.4/10

Beta

0.81

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

0.26

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.23

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.9

0.3

0.6

Beta

0.81

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

0.26

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.23

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.9

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.66

High:

MSFT

29.27

Low:

KHC

-7.63

Details

PEG Ratio

86.94

High:

ADBE

117.74

Low:

KHC

-21.16

Details

Price/Book

6.72

High:

MSFT

8.82

Low:

KHC

0.72

Details

Price/Sales

3.76

High:

MSFT

11.78

Low:

JD.US

0.2

Details

Price/CF

14.41

High:

MSFT

15.18

Low:

CHTR

1.05

Details

Price/FCF

47.25

High:

MSFT

68.48

Low:

CHTR

3.96

Details

P/E Ratio

26.66

High:

MSFT

29.27

Low:

KHC

-7.63

Details

PEG Ratio

86.94

High:

ADBE

117.74

Low:

KHC

-21.16

Details

Price/Book

6.72

High:

MSFT

8.82

Low:

KHC

0.72

Details

Price/Sales

3.76

High:

MSFT

11.78

Low:

JD.US

0.2

Details

Price/CF

14.41

High:

MSFT

15.18

Low:

CHTR

1.05

Details

Price/FCF

47.25

High:

MSFT

68.48

Low:

CHTR

3.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-17.5%	Oct 2025	Jul 2026	9
-11.47%	Aug 2023	Dec 2023	4
-8.52%	Apr 2025	Aug 2025	4
-7.82%	Oct 2024	Jan 2025	3
-5.59%	Sep 2026	-	2
-5.29%	Dec 2022	Jan 2023	1
-2.56%	Apr 2024	Jul 2024	3
-2.21%	May 2023	Jun 2023	1
-0.81%	Jan 2024	Mar 2024	2
-0.81%	Feb 2023	Apr 2023	2

Monthly Performance

Portfolio of Luisvib on eToro

Luisvib

🇪🇸 Stock Value Investor.

205 copiers.

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

Summary

+4.39%

This Month

+5.07%

Year To Date

+24.99%

2 Years

+72.18%

5 Years

+72.18%

10 Years

+14.55%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🏥 Health Services
38.75%
🖥️ Technology Services
24.74%
💼 Commercial Services
15.28%
🚚 Transportation
7.36%
🛍️ Retail Trade
5.84%
💵 Cash
4.22%
🍞 Consumer Non Durables
3.2%
💇‍♀️ Consumer Services
0.58%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.03%
🇺🇸 Nasdaq
47.56%
Regular Trading Hours - RTH
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
89.91%
🇮🇪 Ireland
4.63%
🇨🇳 China
1.21%

Dividends

Dividend Yield

1.15%

7 out of 13 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $KHC (7.11%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.39%	2.29%	$7.74
ELV	0.36%	1.64%	$6.22
MSFT	0.11%	0.7%	$3
PYPL	0.1%	1%	-
KHC	0.09%	7.11%	$1.6
STZ	0.06%	3.26%	$3.68
JD.US	0.04%	3.71%	$0.74

Next Dividends

Stock	Type	Date	Pay Per Share
STZ	Ex-Dividend	Oct 30, 2026	$1.03
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
KHC	Ex-Dividend	Dec 4, 2026	$0.40
ELV	Ex-Dividend	Dec 10, 2026	$1.72
UNH	Ex-Dividend	Dec 14, 2026	$2.21
JD.US	Ex-Dividend	Apr 9, 2027	$1.00

Performance Metrics

Score 5.4/10

Beta

0.81

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

0.26

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.23

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.9

0.3

0.6

Beta

0.81

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

0.26

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.23

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

68.48

Low:

CHTR

3.96

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-17.5%	Oct 2025	Jul 2026	9
-11.47%	Aug 2023	Dec 2023	4
-8.52%	Apr 2025	Aug 2025	4
-7.82%	Oct 2024	Jan 2025	3
-5.59%	Sep 2026	-	2
-5.29%	Dec 2022	Jan 2023	1
-2.56%	Apr 2024	Jul 2024	3
-2.21%	May 2023	Jun 2023	1
-0.81%	Jan 2024	Mar 2024	2
-0.81%	Feb 2023	Apr 2023	2