Portfolio of MoisesTortosa on eToro

MoisesTortosa

🇪🇸 Stock and ETF Multi-Strategy Investor.

8 copiers.

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

Summary

-4.5%

This Month

+0.43%

Year To Date

+27.82%

2 Years

+9.21%

5 Years

+32.59%

10 Years

+5.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
22.38%
🖥️ Technology Services
16.14%
📊 ETFs
11.64%
🧩 Miscellaneous
8.12%
🧬 Health Technology
6.24%
🪨 Non Energy Minerals
5.34%
💰 Finance
4.13%
🛠️ Producer Manufacturing
3.52%
🍞 Consumer Non Durables
3.49%
💇‍♀️ Consumer Services
3.48%
🛍️ Retail Trade
3.08%
🚗 Consumer Durables
2.78%
🧪 Process Industries
2.61%
🪙 Cryptocurrencies
2.14%
🏭 Industrial Services
1.4%
💼 Commercial Services
1.12%
🏥 Health Services
1.07%
⚡ Utilities
0.95%
⛏️ Energy Minerals
0.39%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.04%
🇺🇸 Nasdaq
36.13%
🇬🇧 LSE
5.93%
🇫🇷 Euronext Paris
3.64%
🌍 Digital Currency
2.14%
🇪🇸 Bolsa De Madrid
1.23%
🇮🇹 Borsa Italiana
0.81%
🇩🇪 Xetra ETFs
0.79%
🇩🇪 FRA
0.72%
🇭🇰 Hong Kong Exchanges
0.57%

Countries Breakdown

Country
Total

🇺🇸 United States
60.1%
🇬🇧 United Kingdom
5.16%
🇮🇱 Israel
3.12%
🇨🇦 Canada
2.86%
🇫🇷 France
2.09%
🇹🇼 Taiwan
1.6%
🇰🇷 South Korea
1.32%
🇮🇹 Italy
1.3%
🇪🇸 Spain
1.23%
🇨🇳 China
0.99%
🇨🇱 Chile
0.76%
🇳🇱 Netherlands
0.75%
🇿🇦 South Africa
0.75%
🇩🇪 Germany
0.72%
🇩🇰 Denmark
0.34%
🇧🇲 Bermuda
0.21%
🇨🇭 Switzerland
0.2%

Dividends

Dividend Yield

0.59%

53 out of 118 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $P911.DE (5.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AU	0.04%	3.15%	$0.22
SAN.PA	0.03%	5.23%	$3.76
DG.PA	0.03%	3.72%	$4.5
MRK	0.03%	2.81%	$3.04
LMT	0.02%	2.03%	$12.45
ALB	0.02%	0.98%	$1.6
GAW.L	0.02%	2.8%	$5.5
MC.PA	0.02%	2.56%	$13
KO	0.02%	2.64%	$1.89
RY	0.02%	2.76%	$4.03
300.HK	0.02%	2.88%	-
SBSW	0.02%	2.17%	$0.3
UNH	0.02%	3.04%	$7.74
CSCO	0.01%	2.05%	$1.58
CL	0.01%	2.19%	$1.96
NKE	0.01%	2.75%	$1.45
RCL	0.01%	1.48%	-
MCD	0.01%	2.2%	$6.53
IBM	0.01%	2.7%	$6.65
JPM	0.01%	1.95%	$4.4
TSM	0.01%	0.78%	$1.74
CI	0.01%	2.14%	$5.26
ORCL	0.01%	1.31%	$1.6
P911.DE	0.01%	5.84%	$2.31
NVO	0.01%	3.45%	$0.98
WSM	0.01%	1.35%	$3.83
DELL	0.01%	1.5%	$1.63
NE	0.01%	4.36%	$1.7
DPZ	0.01%	1.78%	$5.44
SMSN.L	0.01%	0.66%	$23.68
NUE	0.01%	1.28%	$2.13
TKO	0.01%	1.07%	$0.48
CAT	0.01%	0.81%	$5.31
MSFT	0.01%	0.86%	$3
AVGO	0.01%	0.71%	$19.7
WMT	0.01%	0.78%	$0.81
LDO.MI	0.01%	0.87%	$0.28
ADS.DE	0.01%	1.36%	$0.7
RACE	0.01%	1.16%	$2.64
CRM	0.01%	0.87%	$0.4
LLY	0.01%	0.62%	$4.86
VST	0.01%	0.56%	$0.85
IDR.MC	0%	0.37%	$0.2
V	0%	0.78%	$2.01
AAPL	0%	0.4%	$0.97
BABA	0%	0.79%	$0.98
GOOG	0%	0.28%	$0.2
MU	0%	0.11%	$0.46
MRVL	0%	0.3%	$0.24
META	0%	0.32%	$1
JBL	0%	0.13%	$0.32
HCC	0%	0.38%	$0.3
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.5/10

Beta

0.17

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

1.64

-2

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

-0.49

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

0.17

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

1.64

-2

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

-0.49

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.83

High:

CIEN

404.46

Low:

INTC

-556.53

Details

PEG Ratio

128.6

High:

CMG

1,342.9

Low:

INTC

-566.72

Details

Price/Book

9.25

High:

1,413.65

Low:

MCD

-131.7

Details

Price/Sales

6.58

High:

RGTI

770.27

Low:

LAC

Details

Price/CF

23.6

High:

MSTR

7,511.07

Low:

SNEX

0.83

Details

Price/FCF

55.57

High:

NUE

5,649.81

Low:

SNEX

0.84

Details

P/E Ratio

33.83

High:

CIEN

404.46

Low:

INTC

-556.53

Details

PEG Ratio

128.6

High:

CMG

1,342.9

Low:

INTC

-566.72

Details

Price/Book

9.25

High:

1,413.65

Low:

MCD

-131.7

Details

Worst Drawdowns

Depth	Start	End	Total months
-25.68%	Jan 2022	-	51

Monthly Performance

Portfolio of MoisesTortosa on eToro

MoisesTortosa

🇪🇸 Stock and ETF Multi-Strategy Investor.

8 copiers.

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

Summary

-4.5%

This Month

+0.43%

Year To Date

+27.82%

2 Years

+9.21%

5 Years

+32.59%

10 Years

+5.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
22.38%
🖥️ Technology Services
16.14%
📊 ETFs
11.64%
🧩 Miscellaneous
8.12%
🧬 Health Technology
6.24%
🪨 Non Energy Minerals
5.34%
💰 Finance
4.13%
🛠️ Producer Manufacturing
3.52%
🍞 Consumer Non Durables
3.49%
💇‍♀️ Consumer Services
3.48%
🛍️ Retail Trade
3.08%
🚗 Consumer Durables
2.78%
🧪 Process Industries
2.61%
🪙 Cryptocurrencies
2.14%
🏭 Industrial Services
1.4%
💼 Commercial Services
1.12%
🏥 Health Services
1.07%
⚡ Utilities
0.95%
⛏️ Energy Minerals
0.39%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.04%
🇺🇸 Nasdaq
36.13%
🇬🇧 LSE
5.93%
🇫🇷 Euronext Paris
3.64%
🌍 Digital Currency
2.14%
🇪🇸 Bolsa De Madrid
1.23%
🇮🇹 Borsa Italiana
0.81%
🇩🇪 Xetra ETFs
0.79%
🇩🇪 FRA
0.72%
🇭🇰 Hong Kong Exchanges
0.57%

Countries Breakdown

Country
Total

🇺🇸 United States
60.1%
🇬🇧 United Kingdom
5.16%
🇮🇱 Israel
3.12%
🇨🇦 Canada
2.86%
🇫🇷 France
2.09%
🇹🇼 Taiwan
1.6%
🇰🇷 South Korea
1.32%
🇮🇹 Italy
1.3%
🇪🇸 Spain
1.23%
🇨🇳 China
0.99%
🇨🇱 Chile
0.76%
🇳🇱 Netherlands
0.75%
🇿🇦 South Africa
0.75%
🇩🇪 Germany
0.72%
🇩🇰 Denmark
0.34%
🇧🇲 Bermuda
0.21%
🇨🇭 Switzerland
0.2%

Dividends

Dividend Yield

0.59%

53 out of 118 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $P911.DE (5.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AU	0.04%	3.15%	$0.22
SAN.PA	0.03%	5.23%	$3.76
DG.PA	0.03%	3.72%	$4.5
MRK	0.03%	2.81%	$3.04
LMT	0.02%	2.03%	$12.45
ALB	0.02%	0.98%	$1.6
GAW.L	0.02%	2.8%	$5.5
MC.PA	0.02%	2.56%	$13
KO	0.02%	2.64%	$1.89
RY	0.02%	2.76%	$4.03
300.HK	0.02%	2.88%	-
SBSW	0.02%	2.17%	$0.3
UNH	0.02%	3.04%	$7.74
CSCO	0.01%	2.05%	$1.58
CL	0.01%	2.19%	$1.96
NKE	0.01%	2.75%	$1.45
RCL	0.01%	1.48%	-
MCD	0.01%	2.2%	$6.53
IBM	0.01%	2.7%	$6.65
JPM	0.01%	1.95%	$4.4
TSM	0.01%	0.78%	$1.74
CI	0.01%	2.14%	$5.26
ORCL	0.01%	1.31%	$1.6
P911.DE	0.01%	5.84%	$2.31
NVO	0.01%	3.45%	$0.98
WSM	0.01%	1.35%	$3.83
DELL	0.01%	1.5%	$1.63
NE	0.01%	4.36%	$1.7
DPZ	0.01%	1.78%	$5.44
SMSN.L	0.01%	0.66%	$23.68
NUE	0.01%	1.28%	$2.13
TKO	0.01%	1.07%	$0.48
CAT	0.01%	0.81%	$5.31
MSFT	0.01%	0.86%	$3
AVGO	0.01%	0.71%	$19.7
WMT	0.01%	0.78%	$0.81
LDO.MI	0.01%	0.87%	$0.28
ADS.DE	0.01%	1.36%	$0.7
RACE	0.01%	1.16%	$2.64
CRM	0.01%	0.87%	$0.4
LLY	0.01%	0.62%	$4.86
VST	0.01%	0.56%	$0.85
IDR.MC	0%	0.37%	$0.2
V	0%	0.78%	$2.01
AAPL	0%	0.4%	$0.97
BABA	0%	0.79%	$0.98
GOOG	0%	0.28%	$0.2
MU	0%	0.11%	$0.46
MRVL	0%	0.3%	$0.24
META	0%	0.32%	$1
JBL	0%	0.13%	$0.32
HCC	0%	0.38%	$0.3
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.5/10

Beta

0.17

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

1.64

-2

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

-0.49

-1

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

0.17

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.47

Jensen's Alpha

1.64

-2

4.5

Omega Ratio

0.7

1.5

2.5

Treynor Ratio

1.86

0.75

1.25

Information Ratio

-0.49

-1

0.3

0.6

Calmar Ratio

Low:

MCD

-131.7

Details

9.25

High:

1,413.65

Low:

MCD

-131.7

Details

Worst Drawdowns

Depth	Start	End	Total months
-25.68%	Jan 2022	-	51