Portfolio of RotoGarcia on eToro

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RotoGarcia

🇪🇸 Growth Stock and Copy Trading Investor.

1 copier.

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

Effective Portfolio

Summary

-0.02%

Today

+5.68%

This Month

-4.37%

Year To Date

+123.37%

2 Years

+107.76%

5 Years

+32.72%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
24.7%
👥 Copy Trading
21.41%
💻 Electronic Technology
15.31%
🖥️ Technology Services
13.75%
💰 Finance
12.2%
🚗 Consumer Durables
3.1%
🏭 Industrial Services
2.18%
🪙 Cryptocurrencies
2.05%
📡 Communications
1.89%
💵 Cash
0.48%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.83%
🇺🇸 NYSE
23.75%
🇪🇸 Bolsa De Madrid
6.11%
🇭🇰 Hong Kong Exchanges
4.19%
🇫🇷 Euronext Paris
3.43%
🇳🇱 Euronext Amsterdam
2.18%
🌍 Digital Currency
2.05%
🇩🇪 FRA
2%

Countries Breakdown

Country
Total

🇺🇸 United States
67.03%
🇨🇳 China
8.13%
🇳🇱 Netherlands
6.22%
🇪🇸 Spain
6.11%
🇮🇹 Italy
3.1%
🇩🇪 Germany
2%
🇮🇪 Ireland
0.8%
🇹🇼 Taiwan
0.6%
🇬🇧 United Kingdom
0.5%

Dividends

Dividend Yield

0.8%

17 out of 22 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $VZ (6.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ITX.MC	0.18%	2.87%	$1.11
9618.HK	0.13%	3.02%	$2.97
VZ	0.12%	6.36%	$2.66
BigTech	0.09%	0.41%	-
HD	0.05%	2.54%	$8.52
AIR.PA	0.05%	1.38%	$1.8
FER.NV	0.03%	1.51%	-
ORCL	0.03%	1.21%	$1.6
BABA	0.02%	0.83%	$0.98
WMT	0.02%	0.99%	$0.81
RACE	0.02%	0.67%	$2.64
SAP.DE	0.02%	0.93%	$2.2
META	0.02%	0.37%	$1
MRVL	0.01%	0.41%	$0.24
AAPL	0.01%	0.48%	$0.97
GOOG	0.01%	0.49%	$0.2
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
VZ	Pay Day	May 1, 2025	$0.68
MRVL	Pay Day	May 1, 2025	$0.06
ITX.MC	Pay Day	May 2, 2025	$0.92
RACE	Pay Day	May 6, 2025	$3.12
ASML (BigTech)	Pay Day	May 6, 2025	$1.92
WMT	Ex-Dividend	May 9, 2025	$0.24
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
MSFT (BigTech)	Ex-Dividend	May 15, 2025	$0.83
SAP.DE	Pay Day	May 16, 2025	$2.35
AMAT (BigTech)	Ex-Dividend	May 22, 2025	$0.46
WMT	Pay Day	May 27, 2025	$0.24
QCOM (BigTech)	Ex-Dividend	Jun 5, 2025	$0.89
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL (BigTech)	Ex-Dividend	Jun 9, 2025	$0.21
MSFT (BigTech)	Pay Day	Jun 12, 2025	$0.83
AMAT (BigTech)	Pay Day	Jun 12, 2025	$0.46
TSM (BigTech)	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL (BigTech)	Pay Day	Jun 16, 2025	$0.21
QCOM (BigTech)	Pay Day	Jun 26, 2025	$0.89
TSM (BigTech)	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 7.3/10

Beta

1.12

1.12

0

0.8

1.2

0

2

Sharpe Ratio

0.75

0.75

0

0.5

1

1.5

1.5

Sortino Ratio

1.64

1.64

0

1

2

3

3

Jensen's Alpha

18.97

18.97

-2

0

2

19

19

Omega Ratio

1.62

1.62

0

1

1.5

2.5

2.5

Treynor Ratio

1.98

1.98

0

0.75

1.25

2

2

Information Ratio

0.6

0.6

0

0.3

0.6

1

1

Calmar Ratio

1.72

1.72

0

0.3

0.6

2

2

Beta

1.12

1.12

0

0.8

1.2

0

2

Sharpe Ratio

0.75

0.75

0

0.5

1

1.5

1.5

Sortino Ratio

1.64

1.64

0

1

2

3

3

Jensen's Alpha

18.97

18.97

-2

0

2

19

19

Omega Ratio

1.62

1.62

0

1

1.5

2.5

2.5

Treynor Ratio

1.98

1.98

0

0.75

1.25

2

2

Information Ratio

0.6

0.6

0

0.3

0.6

1

1

Calmar Ratio

1.72

1.72

0

0.3

0.6

2

2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.06

High:

PLTR

606.29

Low:

MRVL

-57.2

Details

PEG Ratio

64.65

High:

PLTR

539.48

Low:

MRVL

-1,027.13

Details

Price/Book

8.61

High:

PLTR

53.59

Low:

9618.HK

1.44

Details

Price/Sales

4.19

High:

PLTR

101.16

Low:

9618.HK

0.31

Details

Price/CF

21.71

High:

PLTR

165.72

Low:

VZ

5.1

Details

Price/FCF

48.54

High:

PLTR

167.55

Low:

BABA

16.9

Details

P/E Ratio

29.06

High:

PLTR

606.29

Low:

MRVL

-57.2

Details

PEG Ratio

64.65

High:

PLTR

539.48

Low:

MRVL

-1,027.13

Details

Price/Book

8.61

High:

PLTR

53.59

Low:

9618.HK

1.44

Details

Price/Sales

4.19

High:

PLTR

101.16

Low:

9618.HK

0.31

Details

Price/CF

21.71

High:

PLTR

165.72

Low:

VZ

5.1

Details

Price/FCF

48.54

High:

PLTR

167.55

Low:

BABA

16.9

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.76%	Feb 2025	-	3
-12.47%	Apr 2024	Oct 2024	6
-10.81%	Jul 2023	Oct 2023	3
-6.25%	Apr 2023	Jun 2023	2
-4.93%	Sep 2022	Mar 2023	6
-2.9%	Dec 2024	Jan 2025	1

Monthly Performance