Portfolio of altove on eToro

altove

🇲🇽 Stock and ETF Value Investor.

6 copiers.

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

Summary

+0.28%

This Month

+3.26%

Year To Date

+30.95%

2 Years

+60.65%

5 Years

+130.91%

10 Years

+11.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
43.34%
🖥️ Technology Services
18.46%
📊 ETFs
12.72%
💰 Finance
9.62%
🛍️ Retail Trade
8.22%
🍞 Consumer Non Durables
4.96%
💼 Commercial Services
3.12%
🧬 Health Technology
2.7%
🏥 Health Services
0.68%
💇‍♀️ Consumer Services
0.62%
⚡ Utilities
0.57%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
30.84%
🇺🇸 Nasdaq
22.5%
🇩🇪 Xetra ETFs
3.59%
🇺🇸 Chicago Board Options Exchange
2.46%
🇫🇷 Euronext Paris
1.16%
🇪🇸 Bolsa De Madrid
0.56%
🇩🇪 FRA
0.54%

Countries Breakdown

Country
Total

🇺🇸 United States
45.27%
🇫🇷 France
1.16%
🇨🇳 China
0.88%
🇪🇸 Spain
0.56%
🇩🇪 Germany
0.54%
🇮🇱 Israel
0.53%

Dividends

Dividend Yield

0.46%

27 out of 38 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PG	0.06%	2.69%	$3.83
JNJ	0.04%	2.93%	$4.81
IWM	0.04%	1.15%	-
MC.PA	0.03%	2.81%	$13
VTI	0.03%	1.22%	-
MSFT	0.03%	0.64%	$3
UNH	0.02%	3.39%	$7.74
GOOG	0.02%	0.41%	$0.2
ITX.MC	0.02%	3.17%	$1.11
INDA	0.02%	0.72%	-
NKE	0.02%	2.16%	$1.45
AXP	0.02%	1.02%	$2.6
MCO	0.01%	0.71%	$3.24
MCD	0.01%	2.32%	$6.53
CRM	0.01%	0.68%	$0.4
STZ	0.01%	2.38%	$3.68
AWK	0.01%	2.19%	$2.89
VOO	0.01%	1.22%	-
BABA	0.01%	0.86%	$0.98
META	0.01%	0.27%	$1
SYK	0%	0.89%	$3.15
EFX	0%	0.7%	$1.56
ADS.DE	0%	1.19%	$0.7
COST	0%	0.5%	$19.22
NA9.DE	0%	1.79%	-
MA	0%	0.51%	$2.46
TMO	0%	0.36%	$1.48

Next Dividends

Stock	Type	Date	Pay Per Share
AWK	Ex-Dividend	Aug 12, 2025	$0.83
STZ	Pay Day	Aug 14, 2025	$1.02
PG	Pay Day	Aug 15, 2025	$1.06
COST	Pay Day	Aug 15, 2025	$1.30
MCO	Ex-Dividend	Aug 15, 2025	$0.94
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
MCD	Ex-Dividend	Sep 2, 2025	$1.77
NKE	Ex-Dividend	Sep 2, 2025	$0.40
AWK	Pay Day	Sep 3, 2025	$0.83
MCO	Pay Day	Sep 5, 2025	$0.94
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
TMO	Ex-Dividend	Sep 15, 2025	$0.43
MCD	Pay Day	Sep 16, 2025	$1.77
SYK	Ex-Dividend	Sep 30, 2025	$0.84
NKE	Pay Day	Oct 1, 2025	$0.40
TMO	Pay Day	Oct 15, 2025	$0.43
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
SYK	Pay Day	Oct 31, 2025	$0.84
ITX.MC	Pay Day	Nov 3, 2025	$0.92
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 6/10

Beta

0.56

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

2.57

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

0.56

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

2.57

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.95

High:

COST

55.64

Low:

CRWD

-607.54

Details

PEG Ratio

253.82

High:

AZO

1,371.95

Low:

TEVA

-175.87

Details

Price/Book

5.1

High:

66.26

Low:

MCD

-78.97

Details

Price/Sales

5.62

High:

CRWD

25.5

Low:

UNH

0.54

Details

Price/CF

21.91

High:

CRWD

77.06

Low:

UNH

9.8

Details

Price/FCF

59.2

High:

AMZN

175.86

Low:

PYPL

13.72

Details

P/E Ratio

25.95

High:

COST

55.64

Low:

CRWD

-607.54

Details

PEG Ratio

253.82

High:

AZO

1,371.95

Low:

TEVA

-175.87

Details

Worst Drawdowns

Depth	Start	End	Total months
-22.02%	Jan 2022	Nov 2023	22
-18.09%	Feb 2018	Dec 2020	34
-4.23%	Feb 2025	-	7
-3.56%	Apr 2024	Jun 2024	2
-3.54%	Sep 2017	Dec 2017	3
-3%	Sep 2021	Oct 2021	1
-2.19%	Dec 2024	Jan 2025	1
-1.8%	Nov 2021	Dec 2021	1
-0.46%	Oct 2024	Nov 2024	1
-0.21%	May 2021	Jun 2021	1
-0.13%	Jan 2021	Feb 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
43.34%
🖥️ Technology Services
18.46%
📊 ETFs
12.72%
💰 Finance
9.62%
🛍️ Retail Trade
8.22%
🍞 Consumer Non Durables
4.96%
💼 Commercial Services
3.12%
🧬 Health Technology
2.7%
🏥 Health Services
0.68%
💇‍♀️ Consumer Services
0.62%
⚡ Utilities
0.57%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
30.84%
🇺🇸 Nasdaq
22.5%
🇩🇪 Xetra ETFs
3.59%
🇺🇸 Chicago Board Options Exchange
2.46%
🇫🇷 Euronext Paris
1.16%
🇪🇸 Bolsa De Madrid
0.56%
🇩🇪 FRA
0.54%

Countries Breakdown

Country
Total

🇺🇸 United States
45.27%
🇫🇷 France
1.16%
🇨🇳 China
0.88%
🇪🇸 Spain
0.56%
🇩🇪 Germany
0.54%
🇮🇱 Israel
0.53%

Dividends

Dividend Yield

0.46%

27 out of 38 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PG	0.06%	2.69%	$3.83
JNJ	0.04%	2.93%	$4.81
IWM	0.04%	1.15%	-
MC.PA	0.03%	2.81%	$13
VTI	0.03%	1.22%	-
MSFT	0.03%	0.64%	$3
UNH	0.02%	3.39%	$7.74
GOOG	0.02%	0.41%	$0.2
ITX.MC	0.02%	3.17%	$1.11
INDA	0.02%	0.72%	-
NKE	0.02%	2.16%	$1.45
AXP	0.02%	1.02%	$2.6
MCO	0.01%	0.71%	$3.24
MCD	0.01%	2.32%	$6.53
CRM	0.01%	0.68%	$0.4
STZ	0.01%	2.38%	$3.68
AWK	0.01%	2.19%	$2.89
VOO	0.01%	1.22%	-
BABA	0.01%	0.86%	$0.98
META	0.01%	0.27%	$1
SYK	0%	0.89%	$3.15
EFX	0%	0.7%	$1.56
ADS.DE	0%	1.19%	$0.7
COST	0%	0.5%	$19.22
NA9.DE	0%	1.79%	-
MA	0%	0.51%	$2.46
TMO	0%	0.36%	$1.48

Next Dividends

Stock	Type	Date	Pay Per Share
AWK	Ex-Dividend	Aug 12, 2025	$0.83
STZ	Pay Day	Aug 14, 2025	$1.02
PG	Pay Day	Aug 15, 2025	$1.06
COST	Pay Day	Aug 15, 2025	$1.30
MCO	Ex-Dividend	Aug 15, 2025	$0.94
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
MCD	Ex-Dividend	Sep 2, 2025	$1.77
NKE	Ex-Dividend	Sep 2, 2025	$0.40
AWK	Pay Day	Sep 3, 2025	$0.83
MCO	Pay Day	Sep 5, 2025	$0.94
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
TMO	Ex-Dividend	Sep 15, 2025	$0.43
MCD	Pay Day	Sep 16, 2025	$1.77
SYK	Ex-Dividend	Sep 30, 2025	$0.84
NKE	Pay Day	Oct 1, 2025	$0.40
TMO	Pay Day	Oct 15, 2025	$0.43
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
SYK	Pay Day	Oct 31, 2025	$0.84
ITX.MC	Pay Day	Nov 3, 2025	$0.92
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
MC.PA	Pay Day	Dec 4, 2025	$6.47
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 6/10

Beta

0.56

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

2.57

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Beta

0.56

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.16

Jensen's Alpha

2.57

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.3

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.48

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.95

High:

COST

55.64

Low:

CRWD

-607.54

Details

PEG Ratio

253.82

High:

AZO

1,371.95

Low:

TEVA

-175.87

Details

5.1

High:

66.26

Low:

MCD

-78.97

Details

Price/Sales

5.62

High:

CRWD

25.5

Low:

UNH

0.54

Details

Price/CF

21.91

High:

CRWD

77.06

Low:

UNH

9.8

Details

Price/FCF

59.2

High:

AMZN

175.86

Low:

PYPL

13.72

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-22.02%	Jan 2022	Nov 2023	22
-18.09%	Feb 2018	Dec 2020	34
-4.23%	Feb 2025	-	7
-3.56%	Apr 2024	Jun 2024	2
-3.54%	Sep 2017	Dec 2017	3
-3%	Sep 2021	Oct 2021	1
-2.19%	Dec 2024	Jan 2025	1
-1.8%	Nov 2021	Dec 2021	1
-0.46%	Oct 2024	Nov 2024	1
-0.21%	May 2021	Jun 2021	1
-0.13%	Jan 2021	Feb 2021	1

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics