Portfolio of MoisesOmar on eToro

MoisesOmar

🇲🇽 Income Stock Investor.

3 copiers.

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

Summary

+1.04%

Today

-5.36%

This Month

-31.98%

Year To Date

-16.9%

2 Years

-28.91%

5 Years

-14.78%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
34.39%
🚗 Consumer Durables
10.74%
💻 Electronic Technology
10.7%
💰 Finance
10.67%
🖥️ Technology Services
5.38%
📊 ETFs
5.37%
🧬 Health Technology
4.59%
🍞 Consumer Non Durables
3.9%
🛍️ Retail Trade
3.73%
💇‍♀️ Consumer Services
3.28%
🪨 Non Energy Minerals
2.98%
⛏️ Energy Minerals
2.06%
🛠️ Producer Manufacturing
0.71%
💼 Commercial Services
0.68%
🏥 Health Services
0.35%
📡 Communications
0.22%
🧪 Process Industries
0.16%
📦 Distribution Services
0.08%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
34.39%
🇺🇸 NYSE
33.62%
🇺🇸 Nasdaq
31.63%
🇺🇸 Chicago Board Options Exchange
0.35%

Countries Breakdown

Country
Total

🇺🇸 United States
57.92%
🇬🇧 United Kingdom
0.59%
🇮🇱 Israel
0.59%
🇨🇳 China
0.58%
🇲🇽 Mexico
0.41%
🇨🇦 Canada
0.16%

Dividends

Dividend Yield

0.76%

23 out of 103 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $BWMX (14.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GS	0.09%	2.36%	$11
SCCO	0.09%	3.09%	$3.76
F	0.09%	7.79%	$0.78
XOP	0.07%	2.46%	-
AXP	0.06%	1.16%	$2.6
BWMX	0.06%	14.18%	$1.39
SIRI	0.05%	5.3%	$0.1
KO	0.05%	2.69%	$1.89
OXY	0.05%	2.27%	$0.8
PEP	0.03%	3.79%	$5.15
COPX	0.03%	1.77%	-
NKE	0.02%	2.76%	$1.45
PFE	0.01%	7.63%	$1.66
AAPL	0.01%	0.51%	$0.97
LVS	0.01%	2.59%	$0.8
INTC	0.01%	2.64%	$0.5
YOU	0.01%	1.69%	$0.35
PG	0.01%	2.39%	$3.83
LLY	0%	0.64%	$4.86
EA	0%	0.52%	$0.76
DNUT	0%	3.37%	$0.14
TMUS	0%	1.26%	$1.95
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
DNUT	Ex-Dividend	Apr 23, 2025	$0.04
SCCO	Ex-Dividend	May 2, 2025	$0.70
DNUT	Pay Day	May 7, 2025	$0.04
AXP	Pay Day	May 9, 2025	$0.82
SIRI	Ex-Dividend	May 9, 2025	$0.27
PG	Pay Day	May 15, 2025	$1.06
SCCO	Pay Day	May 19, 2025	$0.70
SIRI	Pay Day	May 28, 2025	$0.27
GS	Ex-Dividend	May 30, 2025	$3.00
TMUS	Ex-Dividend	May 30, 2025	$0.88
TMUS	Pay Day	Jun 12, 2025	$0.88
GS	Pay Day	Jun 27, 2025	$3.00
COPX	Pay Day	Jul 5, 2025	$0.16

Performance Metrics

Score 2.1/10

Beta

2.06

0.8

1.2

Sharpe Ratio

-0.11

-1

0.5

1.5

Sortino Ratio

-0.16

-1

Jensen's Alpha

-24.31

-25

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

-0.19

-1

0.3

0.6

Beta

2.06

0.8

1.2

Sharpe Ratio

-0.11

-1

0.5

1.5

Sortino Ratio

-0.16

-1

Jensen's Alpha

-24.31

-25

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

-0.19

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.33

High:

DNUT

269.48

Low:

NET

-466.29

Details

PEG Ratio

31.65

High:

541.29

Low:

NET

-802.22

Details

Price/Book

9.06

High:

LAC

950.35

Low:

EVGO

-1.28

Details

Price/Sales

6.91

High:

NET

22.23

Low:

CMPS

Details

Price/CF

High:

DDD

462.65

Low:

IDEXQ

0.73

Details

Price/FCF

High:

PEP

5,253.35

Low:

IDEXQ

0.76

Details