Effective portfolio of MiguelRivera77 on eToro

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MiguelRivera77

🇲🇽 Stock and ETF 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

+1.01%

This Month

+6.27%

Year To Date

+10.21%

2 Years

-14.82%

5 Years

-14.82%

10 Years

-3.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
18.21%
🖥️ Technology Services
17.46%
📊 ETFs
10.4%
🪙 Cryptocurrencies
8.11%
💻 Electronic Technology
7.12%
🧬 Health Technology
5.49%
⛏️ Energy Minerals
5.46%
📦 Distribution Services
4.88%
🛍️ Retail Trade
3.73%
🍞 Consumer Non Durables
3.29%
🪨 Non Energy Minerals
1.75%
⚡ Utilities
1.74%
🏥 Health Services
1.71%
🚗 Consumer Durables
1.64%
🏭 Industrial Services
1.61%
🚚 Transportation
1.6%
💼 Commercial Services
1.52%
💵 Cash
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.65%
🇺🇸 Nasdaq
28.04%
🇬🇧 LSE
8.23%
🌍 Digital Currency
8.11%
🇭🇰 Hong Kong Exchanges
1.68%

Countries Breakdown

Country
Total

🇺🇸 United States
54.87%
🇬🇧 United Kingdom
9.75%
🇧🇷 Brazil
4.12%
🇮🇱 Israel
2.04%
🇨🇦 Canada
1.75%
🇨🇳 China
1.68%
🇮🇪 Ireland
1.64%
🇨🇴 Colombia
1.34%

Dividends

Dividend Yield

1.53%

30 out of 43 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $WU (11.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.47%	11.5%	$2.21
WU	0.24%	11.69%	$0.94
VOO	0.13%	1.22%	-
GPRK	0.12%	9.1%	$0.55
WPC	0.09%	5.38%	$3.67
ABBV	0.06%	3.27%	$6.06
NI	0.05%	2.61%	$1.05
C	0.04%	2.46%	$2.12
BK	0.03%	1.88%	$1.68
IAG.L	0.03%	1.92%	-
DGX	0.03%	1.75%	$2.92
JPM	0.03%	1.84%	$4.4
GS	0.03%	1.8%	$11
MSFT	0.02%	0.64%	$3
CAH	0.02%	1.29%	$2.01
ALLE	0.02%	1.21%	$1.86
ICE	0.02%	1.01%	$1.77
AXP	0.02%	1.02%	$2.6
RR.L	0.02%	0.99%	-
0700.HK	0.01%	0.81%	$3.4
COR	0.01%	0.77%	$2.02
WPM	0.01%	0.65%	$0.61
APH	0.01%	0.6%	$0.44
GOOG	0.01%	0.41%	$0.2
MCK	0.01%	0.44%	$2.48
CASY	0.01%	0.4%	$1.79
META	0.01%	0.27%	$1
GE	0%	0.47%	$0.44
CW	0%	0.18%	$0.81
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ABBV	Pay Day	Aug 15, 2025	$1.64
COR	Ex-Dividend	Aug 15, 2025	$0.55
CASY	Pay Day	Aug 15, 2025	$0.57
NI	Pay Day	Aug 20, 2025	$0.28
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
WPM	Ex-Dividend	Aug 21, 2025	$0.16
C	Pay Day	Aug 22, 2025	$0.60
GS	Ex-Dividend	Aug 29, 2025	$4.00
MCK	Ex-Dividend	Sep 2, 2025	$0.82
COR	Pay Day	Sep 3, 2025	$0.55
WPM	Pay Day	Sep 4, 2025	$0.16
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
APH	Ex-Dividend	Sep 16, 2025	$0.16
ICE	Ex-Dividend	Sep 16, 2025	$0.48
GS	Pay Day	Sep 29, 2025	$4.00
ICE	Pay Day	Sep 30, 2025	$0.48
MCK	Pay Day	Oct 1, 2025	$0.82
APH	Pay Day	Oct 8, 2025	$0.16

Performance Metrics

Score 2.6/10

Beta

0.41

0.41

0

0.8

1.2

0

2

Sharpe Ratio

-0.62

-0.62

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.79

-0.79

-1

1

2

3

3

Jensen's Alpha

-10.69

-10.69

-11

0

2

4.5

4.5

Omega Ratio

0.34

0.34

0

1

1.5

2.5

2.5

Treynor Ratio

-1.24

-1.24

-2

0.75

1.25

2

2

Information Ratio

-1.55

-1.55

-2

0.3

0.6

1

1

Calmar Ratio

-0.11

-0.11

-1

0.3

0.6

1

1

Beta

0.41

0.41

0

0.8

1.2

0

2

Sharpe Ratio

-0.62

-0.62

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.79

-0.79

-1

1

2

3

3

Jensen's Alpha

-10.69

-10.69

-11

0

2

4.5

4.5

Omega Ratio

0.34

0.34

0

1

1.5

2.5

2.5

Treynor Ratio

-1.24

-1.24

-2

0.75

1.25

2

2

Information Ratio

-1.55

-1.55

-2

0.3

0.6

1

1

Calmar Ratio

-0.11

-0.11

-1

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.03

High:

PLTR

621.34

Low:

ZS

-1,061.37

Details

PEG Ratio

85.03

High:

PLTR

792.88

Low:

ZS

-2,157.24

Details

Price/Book

8.75

High:

ALNY

229.42

Low:

ABBV

-1,911.68

Details

Price/Sales

6.07

High:

PLTR

139.27

Low:

CAH

0.17

Details

Price/CF

21.5

High:

ALNY

625.34

Low:

GPRK

1.59

Details

Price/FCF

45.44

High:

ALNY

2,201.71

Low:

GS

3.62

Details

P/E Ratio

33.03

High:

PLTR

621.34

Low:

ZS

-1,061.37

Details

PEG Ratio

85.03

High:

PLTR

792.88

Low:

ZS

-2,157.24

Details

Price/Book

8.75

High:

ALNY

229.42

Low:

ABBV

-1,911.68

Details

Price/Sales

6.07

High:

PLTR

139.27

Low:

CAH

0.17

Details

Price/CF

21.5

High:

ALNY

625.34

Low:

GPRK

1.59

Details

Price/FCF

45.44

High:

ALNY

2,201.71

Low:

GS

3.62

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.6%	Jul 2021	-	50
-2.96%	May 2021	Jun 2021	1
-0.96%	Mar 2021	Apr 2021	1

Monthly Performance