Portfolio of RotoGarcia on eToro

RotoGarcia

🇪🇸 Stock and ETF Growth Investor.

7 copiers.

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

Summary

-6.2%

This Month

+10.73%

Year To Date

+87.93%

2 Years

+192.72%

5 Years

+192.72%

10 Years

+33.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
29.07%
🖥️ Technology Services
20.26%
🧩 Miscellaneous
10.83%
🛠️ Producer Manufacturing
8.39%
💰 Finance
6.03%
💻 Electronic Technology
4.65%
💇‍♀️ Consumer Services
3.92%
🚗 Consumer Durables
3.55%
🍞 Consumer Non Durables
3.29%
💵 Cash
3.01%
🧬 Health Technology
2.59%
🛍️ Retail Trade
2.46%
🚚 Transportation
1.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.31%
🇺🇸 NYSE
35.63%
🇭🇰 Hong Kong Exchanges
10.85%
🇬🇧 LSE
8.69%
🇫🇷 Euronext Paris
2.59%
🇺🇸 Chicago Board Options Exchange
2.53%

Countries Breakdown

Country
Total

🇺🇸 United States
39.71%
🇨🇳 China
10.85%
🇮🇹 Italy
3.55%
🇫🇷 France
2.59%

Dividends

Dividend Yield

0.54%

11 out of 29 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $NKE (3.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MCD	0.11%	2.68%	$6.53
9618.HK	0.08%	3.4%	$2.97
NKE	0.07%	3.76%	$1.45
EL.PA	0.06%	2.25%	$3.95
MSFT	0.05%	0.83%	$3
HSY	0.04%	3.17%	$5.12
RACE	0.04%	1.19%	$2.64
01211.HK	0.04%	0.46%	$3.41
META	0.02%	0.34%	$1
LMT	0.02%	2.63%	$12.45
ORCL	0%	0.86%	$1.6

Next Dividends

Stock	Type	Date	Pay Per Share
META	Pay Day	Jun 25, 2026	$0.53
LMT	Pay Day	Jun 26, 2026	$3.45
NKE	Pay Day	Jul 1, 2026	$0.41
01211.HK	Pay Day	Jul 31, 2026	$0.05

Performance Metrics

Score 7.9/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

2.09

Jensen's Alpha

17.66

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

2.01

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

2.09

Jensen's Alpha

17.66

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

2.01

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.07

High:

COIN

61.72

Low:

IONQ

-383.53

Details

PEG Ratio

252.81

High:

META

376.16

Low:

IONQ

-362.7

Details

Price/Book

5.74

High:

ORCL

20.26

Low:

MCD

-150.65

Details

Price/Sales

6.03

High:

QBTS

816.21

Low:

9618.HK

0.23

Details

Price/CF

14.94

High:

MSTR

7,511.07

Low:

9618.HK

7.91

Details

Price/FCF

47.26

High:

MSTR

1,187.5

Low:

UBER

15.21

Details

P/E Ratio

26.07

High:

COIN

61.72

Low:

IONQ

-383.53

Details

PEG Ratio

252.81

High:

META

376.16

Low:

IONQ

-362.7

Details

Price/Book

5.74

High:

ORCL

20.26

Low:

MCD

-150.65

Details

Price/Sales

6.03

High:

QBTS

816.21

Low:

9618.HK

0.23

Details

Price/CF

14.94

High:

MSTR

7,511.07

Low:

9618.HK

7.91

Details

Price/FCF

47.26

High:

MSTR

1,187.5

Low:

UBER

15.21

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.76%	Feb 2025	Jun 2025	4
-12.75%	Apr 2024	Oct 2024	6
-10.81%	Jul 2023	Oct 2023	3
-6.25%	Apr 2023	Jun 2023	2
-6.2%	Jun 2026	-	1
-4.93%	Sep 2022	Mar 2023	6
-4.87%	Mar 2026	Apr 2026	1
-2.9%	Dec 2024	Jan 2025	1
-1.36%	Jul 2025	Aug 2025	1
-1.26%	Oct 2025	Jan 2026	3

Monthly Performance

Portfolio of RotoGarcia on eToro

RotoGarcia

🇪🇸 Stock and ETF Growth Investor.

7 copiers.

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

Summary

-6.2%

This Month

+10.73%

Year To Date

+87.93%

2 Years

+192.72%

5 Years

+192.72%

10 Years

+33.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
29.07%
🖥️ Technology Services
20.26%
🧩 Miscellaneous
10.83%
🛠️ Producer Manufacturing
8.39%
💰 Finance
6.03%
💻 Electronic Technology
4.65%
💇‍♀️ Consumer Services
3.92%
🚗 Consumer Durables
3.55%
🍞 Consumer Non Durables
3.29%
💵 Cash
3.01%
🧬 Health Technology
2.59%
🛍️ Retail Trade
2.46%
🚚 Transportation
1.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.31%
🇺🇸 NYSE
35.63%
🇭🇰 Hong Kong Exchanges
10.85%
🇬🇧 LSE
8.69%
🇫🇷 Euronext Paris
2.59%
🇺🇸 Chicago Board Options Exchange
2.53%

Countries Breakdown

Country
Total

🇺🇸 United States
39.71%
🇨🇳 China
10.85%
🇮🇹 Italy
3.55%
🇫🇷 France
2.59%

Dividends

Dividend Yield

0.54%

11 out of 29 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $NKE (3.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MCD	0.11%	2.68%	$6.53
9618.HK	0.08%	3.4%	$2.97
NKE	0.07%	3.76%	$1.45
EL.PA	0.06%	2.25%	$3.95
MSFT	0.05%	0.83%	$3
HSY	0.04%	3.17%	$5.12
RACE	0.04%	1.19%	$2.64
01211.HK	0.04%	0.46%	$3.41
META	0.02%	0.34%	$1
LMT	0.02%	2.63%	$12.45
ORCL	0%	0.86%	$1.6

Next Dividends

Stock	Type	Date	Pay Per Share
META	Pay Day	Jun 25, 2026	$0.53
LMT	Pay Day	Jun 26, 2026	$3.45
NKE	Pay Day	Jul 1, 2026	$0.41
01211.HK	Pay Day	Jul 31, 2026	$0.05

Performance Metrics

Score 7.9/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

2.09

Jensen's Alpha

17.66

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

2.01

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

2.09

Jensen's Alpha

17.66

-2

Omega Ratio

1.7

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.64

0.3

0.6

Calmar Ratio

1,187.5

Low:

UBER

15.21

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.76%	Feb 2025	Jun 2025	4
-12.75%	Apr 2024	Oct 2024	6
-10.81%	Jul 2023	Oct 2023	3
-6.25%	Apr 2023	Jun 2023	2
-6.2%	Jun 2026	-	1
-4.93%	Sep 2022	Mar 2023	6
-4.87%	Mar 2026	Apr 2026	1
-2.9%	Dec 2024	Jan 2025	1
-1.36%	Jul 2025	Aug 2025	1
-1.26%	Oct 2025	Jan 2026	3