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

+4.77%

This Month

+4.77%

Year To Date

+33.35%

2 Years

+13.93%

5 Years

+38.33%

10 Years

+6.27%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.65%
🖥️ Technology Services
19.57%
📊 ETFs
13.72%
🧬 Health Technology
6.78%
💰 Finance
5.59%
🪨 Non Energy Minerals
4.54%
🛍️ Retail Trade
4.32%
💇‍♀️ Consumer Services
3.74%
🍞 Consumer Non Durables
3.2%
🚗 Consumer Durables
2.91%
🧩 Miscellaneous
2.56%
⚡ Utilities
2.22%
🧪 Process Industries
2%
💼 Commercial Services
1.78%
🛠️ Producer Manufacturing
1.67%
🏥 Health Services
1.58%
🪙 Cryptocurrencies
1.45%
🏭 Industrial Services
1.18%
⛏️ Energy Minerals
0.53%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.19%
🇺🇸 Nasdaq
37.35%
🇬🇧 LSE
5.59%
🇫🇷 Euronext Paris
3.66%
🇪🇸 Bolsa De Madrid
1.66%
🌍 Digital Currency
1.45%
🇮🇹 Borsa Italiana
0.88%
🇭🇰 Hong Kong Exchanges
0.62%
🇩🇪 Xetra ETFs
0.58%

Countries Breakdown

Country
Total

🇺🇸 United States
61.22%
🇬🇧 United Kingdom
4.44%
🇮🇱 Israel
3.37%
🇨🇦 Canada
2.88%
🇫🇷 France
2.18%
🇪🇸 Spain
1.66%
🇮🇹 Italy
1.47%
🇹🇼 Taiwan
1.27%
🇦🇷 Argentina
1.25%
🇨🇳 China
1.15%
🇰🇷 South Korea
1.02%
🇳🇱 Netherlands
0.89%
🇩🇰 Denmark
0.59%
🇧🇲 Bermuda
0.52%
🇺🇾 Uruguay
0.48%
🇱🇺 Luxembourg
0.41%

Dividends

Dividend Yield

0.62%

55 out of 118 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SAN.PA (5.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SAN.PA	0.03%	5.03%	$3.76
DG.PA	0.03%	4.13%	$4.5
MRK	0.03%	3.02%	$3.04
AU	0.02%	2.04%	$0.22
AMT	0.02%	3.83%	$6.56
LMT	0.02%	2.32%	$12.45
GAW.L	0.02%	2.69%	$5.5
ALB	0.02%	0.93%	$1.6
MC.PA	0.02%	2.25%	$13
KO	0.02%	2.85%	$1.89
300.HK	0.02%	2.81%	-
RY	0.02%	2.64%	$4.03
UNH	0.02%	2.6%	$7.74
CSCO	0.02%	2.25%	$1.58
CL	0.02%	2.46%	$1.96
NKE	0.01%	2.54%	$1.45
IBM	0.01%	2.31%	$6.65
MCD	0.01%	2.38%	$6.53
JPM	0.01%	1.92%	$4.4
EG	0.01%	2.52%	$7.25
CI	0.01%	2.25%	$5.26
TGS.US	0.01%	2.39%	-
OXY	0.01%	2.27%	$0.8
NVO	0.01%	2.03%	$0.98
RCL	0.01%	1.3%	-
WSM	0.01%	1.29%	$3.83
TSM	0.01%	0.81%	$1.74
AMS.MC	0.01%	2%	$1
DELL	0.01%	1.89%	$1.63
DPZ	0.01%	1.8%	$5.44
ORCL	0.01%	1.12%	$1.6
NUE	0.01%	1.27%	$2.13
SMSN.L	0.01%	0.85%	$23.68
AVGO	0.01%	0.72%	$19.7
TKO	0.01%	1.15%	$0.48
CAT	0.01%	0.95%	$5.31
LDO.MI	0.01%	0.89%	$0.28
WMT	0.01%	0.8%	$0.81
MSFT	0.01%	0.77%	$3
RACE	0.01%	1.04%	$2.64
CRM	0.01%	0.76%	$0.4
LLY	0.01%	0.6%	$4.86
VST	0.01%	0.58%	$0.85
ACM	0.01%	1.14%	$0.84
V	0%	0.75%	$2.01
IDR.MC	0%	0.37%	$0.2
AAPL	0%	0.42%	$0.97
GOOG	0%	0.26%	$0.2
BABA	0%	0.62%	$0.98
MRVL	0%	0.3%	$0.24
MU	0%	0.12%	$0.46
META	0%	0.35%	$1
PYPL	0%	0.25%	-
JBL	0%	0.13%	$0.32
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.9/10

Beta

0.17

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.38

Jensen's Alpha

0.81

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

0.2

0.3

0.6

Beta

0.17

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.38

Jensen's Alpha

0.81

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

0.2

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

36.07

High:

INTC

4,581.13

Low:

IOT

-426.53

Details

PEG Ratio

194.28

High:

INTC

4,563.91

Low:

IOT

-507.44

Details

Price/Book

9.71

High:

APP

129.89

Low:

MCD

-99.7

Details

Price/Sales

6.7

High:

RGTI

1,083.85

Low:

LAC

Details

Price/CF

24.68

High:

MSTR

7,511.07

Low:

SNEX

1.11

Details

Price/FCF

58.47

High:

NUE

5,649.81

Low:

SNEX

1.13

Details

P/E Ratio

36.07

High:

INTC

4,581.13

Low:

IOT

-426.53

Details

PEG Ratio

194.28

High:

INTC

4,563.91

Low:

IOT

-507.44

Details

Price/Book

9.71

High:

APP

129.89

Low:

MCD

-99.7

Details

Worst Drawdowns

Depth	Start	End	Total months
-25.68%	Jan 2022	-	49

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

+4.77%

This Month

+4.77%

Year To Date

+33.35%

2 Years

+13.93%

5 Years

+38.33%

10 Years

+6.27%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.65%
🖥️ Technology Services
19.57%
📊 ETFs
13.72%
🧬 Health Technology
6.78%
💰 Finance
5.59%
🪨 Non Energy Minerals
4.54%
🛍️ Retail Trade
4.32%
💇‍♀️ Consumer Services
3.74%
🍞 Consumer Non Durables
3.2%
🚗 Consumer Durables
2.91%
🧩 Miscellaneous
2.56%
⚡ Utilities
2.22%
🧪 Process Industries
2%
💼 Commercial Services
1.78%
🛠️ Producer Manufacturing
1.67%
🏥 Health Services
1.58%
🪙 Cryptocurrencies
1.45%
🏭 Industrial Services
1.18%
⛏️ Energy Minerals
0.53%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.19%
🇺🇸 Nasdaq
37.35%
🇬🇧 LSE
5.59%
🇫🇷 Euronext Paris
3.66%
🇪🇸 Bolsa De Madrid
1.66%
🌍 Digital Currency
1.45%
🇮🇹 Borsa Italiana
0.88%
🇭🇰 Hong Kong Exchanges
0.62%
🇩🇪 Xetra ETFs
0.58%

Countries Breakdown

Country
Total

🇺🇸 United States
61.22%
🇬🇧 United Kingdom
4.44%
🇮🇱 Israel
3.37%
🇨🇦 Canada
2.88%
🇫🇷 France
2.18%
🇪🇸 Spain
1.66%
🇮🇹 Italy
1.47%
🇹🇼 Taiwan
1.27%
🇦🇷 Argentina
1.25%
🇨🇳 China
1.15%
🇰🇷 South Korea
1.02%
🇳🇱 Netherlands
0.89%
🇩🇰 Denmark
0.59%
🇧🇲 Bermuda
0.52%
🇺🇾 Uruguay
0.48%
🇱🇺 Luxembourg
0.41%

Dividends

Dividend Yield

0.62%

55 out of 118 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SAN.PA (5.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SAN.PA	0.03%	5.03%	$3.76
DG.PA	0.03%	4.13%	$4.5
MRK	0.03%	3.02%	$3.04
AU	0.02%	2.04%	$0.22
AMT	0.02%	3.83%	$6.56
LMT	0.02%	2.32%	$12.45
GAW.L	0.02%	2.69%	$5.5
ALB	0.02%	0.93%	$1.6
MC.PA	0.02%	2.25%	$13
KO	0.02%	2.85%	$1.89
300.HK	0.02%	2.81%	-
RY	0.02%	2.64%	$4.03
UNH	0.02%	2.6%	$7.74
CSCO	0.02%	2.25%	$1.58
CL	0.02%	2.46%	$1.96
NKE	0.01%	2.54%	$1.45
IBM	0.01%	2.31%	$6.65
MCD	0.01%	2.38%	$6.53
JPM	0.01%	1.92%	$4.4
EG	0.01%	2.52%	$7.25
CI	0.01%	2.25%	$5.26
TGS.US	0.01%	2.39%	-
OXY	0.01%	2.27%	$0.8
NVO	0.01%	2.03%	$0.98
RCL	0.01%	1.3%	-
WSM	0.01%	1.29%	$3.83
TSM	0.01%	0.81%	$1.74
AMS.MC	0.01%	2%	$1
DELL	0.01%	1.89%	$1.63
DPZ	0.01%	1.8%	$5.44
ORCL	0.01%	1.12%	$1.6
NUE	0.01%	1.27%	$2.13
SMSN.L	0.01%	0.85%	$23.68
AVGO	0.01%	0.72%	$19.7
TKO	0.01%	1.15%	$0.48
CAT	0.01%	0.95%	$5.31
LDO.MI	0.01%	0.89%	$0.28
WMT	0.01%	0.8%	$0.81
MSFT	0.01%	0.77%	$3
RACE	0.01%	1.04%	$2.64
CRM	0.01%	0.76%	$0.4
LLY	0.01%	0.6%	$4.86
VST	0.01%	0.58%	$0.85
ACM	0.01%	1.14%	$0.84
V	0%	0.75%	$2.01
IDR.MC	0%	0.37%	$0.2
AAPL	0%	0.42%	$0.97
GOOG	0%	0.26%	$0.2
BABA	0%	0.62%	$0.98
MRVL	0%	0.3%	$0.24
MU	0%	0.12%	$0.46
META	0%	0.35%	$1
PYPL	0%	0.25%	-
JBL	0%	0.13%	$0.32
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.9/10

Beta

0.17

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.38

Jensen's Alpha

0.81

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

0.2

0.3

0.6

Beta

0.17

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.38

Jensen's Alpha

0.81

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

1.49

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

6.7

High:

RGTI

1,083.85

Low:

LAC

Details

Price/CF

24.68

High:

MSTR

7,511.07

Low:

SNEX

1.11

Details

Price/FCF

58.47

High:

NUE

5,649.81

Low:

SNEX

1.13

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.68%	Jan 2022	-	49