Portfolio of RogerGavin on eToro

RogerGavin

🇪🇸 ETF and Stock Multi-Strategy Investor.

5 copiers.

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

Summary

+13.22%

This Month

+7.74%

Year To Date

+69.66%

2 Years

+89.26%

5 Years

+127.05%

10 Years

+15.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
32.34%
💻 Electronic Technology
15.75%
🖥️ Technology Services
15.65%
🧩 Miscellaneous
14.13%
💵 Cash
12.35%
💰 Finance
3.83%
🏥 Health Services
3.2%
🛍️ Retail Trade
2.51%
🏭 Industrial Services
0.78%
🍞 Consumer Non Durables
0.71%
💼 Commercial Services
0.71%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.34%
🇺🇸 NYSE
38.15%
🇬🇧 LSE
0.13%

Countries Breakdown

Country
Total

🇺🇸 United States
33.1%
🇳🇱 Netherlands
5.75%
🇹🇼 Taiwan
2.59%
🇮🇱 Israel
0.77%
🇨🇦 Canada
0.71%

Dividends

Dividend Yield

0.33%

17 out of 38 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $WES (8.95%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WES	0.07%	8.95%	$2.59
QQQ	0.06%	0.43%	-
UNH	0.04%	2.72%	$7.74
MSFT	0.04%	0.85%	$3
ASML	0.03%	0.51%	$5.57
TSM	0.02%	0.62%	$1.74
JPM	0.01%	1.86%	$4.4
V	0.01%	0.8%	$2.01
AVGO	0.01%	0.62%	$19.7
GOOGL	0.01%	0.25%	$0.2
AAPL	0.01%	0.38%	$0.97
GOOG	0.01%	0.25%	$0.2
ORCL	0.01%	1.01%	$1.6
PYPL	0%	0.55%	-
SPY	0%	1.04%	-
META	0%	0.31%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2026	$1.50
WES	Ex-Dividend	May 1, 2026	$0.93
WES	Pay Day	May 15, 2026	$0.93
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 4.7/10

Beta

1.13

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-0.09

-2

4.5

Omega Ratio

1.07

1.5

2.5

Treynor Ratio

0.9

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Beta

1.13

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-0.09

-2

4.5

Omega Ratio

1.07

1.5

2.5

Treynor Ratio

0.9

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

High:

AMD

103.96

Low:

PYPL

9.39

Details

PEG Ratio

135.39

High:

JPM

602.25

Low:

PYPL

26.56

Details

Price/Book

9.53

High:

AAPL

45.05

Low:

BRK.B

1.43

Details

Price/Sales

8.43

High:

AVGO

28.61

Low:

UNH

0.66

Details

Price/CF

24.44

High:

AVGO

54.55

Low:

WES

7.05

Details

Price/FCF

58.69

High:

ORCL

348.36

Low:

PYPL

10.09

Details

Worst Drawdowns

Depth	Start	End	Total months
-49.94%	Jan 2022	Feb 2024	25
-17.55%	Feb 2025	Jul 2025	5
-9.32%	Mar 2021	Dec 2021	9
-8.87%	Sep 2020	Nov 2020	2
-7.16%	Nov 2025	Apr 2026	5
-4.15%	Apr 2024	May 2024	1
-2.11%	Oct 2024	Nov 2024	1
-1.96%	Jul 2024	Sep 2024	2

Monthly Performance

Portfolio of RogerGavin on eToro

RogerGavin

🇪🇸 ETF and Stock Multi-Strategy Investor.

5 copiers.

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

Summary

+13.22%

This Month

+7.74%

Year To Date

+69.66%

2 Years

+89.26%

5 Years

+127.05%

10 Years

+15.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
32.34%
💻 Electronic Technology
15.75%
🖥️ Technology Services
15.65%
🧩 Miscellaneous
14.13%
💵 Cash
12.35%
💰 Finance
3.83%
🏥 Health Services
3.2%
🛍️ Retail Trade
2.51%
🏭 Industrial Services
0.78%
🍞 Consumer Non Durables
0.71%
💼 Commercial Services
0.71%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.34%
🇺🇸 NYSE
38.15%
🇬🇧 LSE
0.13%

Countries Breakdown

Country
Total

🇺🇸 United States
33.1%
🇳🇱 Netherlands
5.75%
🇹🇼 Taiwan
2.59%
🇮🇱 Israel
0.77%
🇨🇦 Canada
0.71%

Dividends

Dividend Yield

0.33%

17 out of 38 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $WES (8.95%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WES	0.07%	8.95%	$2.59
QQQ	0.06%	0.43%	-
UNH	0.04%	2.72%	$7.74
MSFT	0.04%	0.85%	$3
ASML	0.03%	0.51%	$5.57
TSM	0.02%	0.62%	$1.74
JPM	0.01%	1.86%	$4.4
V	0.01%	0.8%	$2.01
AVGO	0.01%	0.62%	$19.7
GOOGL	0.01%	0.25%	$0.2
AAPL	0.01%	0.38%	$0.97
GOOG	0.01%	0.25%	$0.2
ORCL	0.01%	1.01%	$1.6
PYPL	0%	0.55%	-
SPY	0%	1.04%	-
META	0%	0.31%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2026	$1.50
WES	Ex-Dividend	May 1, 2026	$0.93
WES	Pay Day	May 15, 2026	$0.93
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 4.7/10

Beta

1.13

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-0.09

-2

4.5

Omega Ratio

1.07

1.5

2.5

Treynor Ratio

0.9

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Beta

1.13

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

-0.09

-2

4.5

Omega Ratio

1.07

1.5

2.5

Treynor Ratio

0.9

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Portfolio Valuation

Based on current positions

High:

AMD

103.96

Low:

PYPL

9.39

Details

PEG Ratio

135.39

High:

JPM

602.25

Low:

PYPL

26.56

Details

Price/Book

9.53

High:

AAPL

45.05

Low:

BRK.B

1.43

Details

Price/Sales

8.43

High:

AVGO

28.61

Low:

UNH

0.66

Details

Price/CF

24.44

High:

AVGO

54.55

Low:

WES

7.05

Details

Price/FCF

58.69

High:

ORCL

348.36

Low:

PYPL

10.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-49.94%	Jan 2022	Feb 2024	25
-17.55%	Feb 2025	Jul 2025	5
-9.32%	Mar 2021	Dec 2021	9
-8.87%	Sep 2020	Nov 2020	2
-7.16%	Nov 2025	Apr 2026	5
-4.15%	Apr 2024	May 2024	1
-2.11%	Oct 2024	Nov 2024	1
-1.96%	Jul 2024	Sep 2024	2