Portfolio of arizabal2697 on eToro

arizabal2697

🇵🇪 Stock and ETF Multi-Strategy Investor.

2 copiers.

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

Summary

+0.03%

Today

+2.7%

This Month

+17%

Year To Date

+70.74%

2 Years

+70.74%

5 Years

+33.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
38.69%
📊 ETFs
29.68%
🖥️ Technology Services
9.51%
💰 Finance
5.03%
🪙 Cryptocurrencies
3.43%
🛍️ Retail Trade
3.41%
🛠️ Producer Manufacturing
3.11%
🍞 Consumer Non Durables
2.76%
🚗 Consumer Durables
2.09%
⛏️ Energy Minerals
0.61%
💇‍♀️ Consumer Services
0.59%
⚡ Utilities
0.31%
🧬 Health Technology
0.27%
🚚 Transportation
0.27%
📡 Communications
0.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.89%
🇺🇸 NYSE
35.73%
🇭🇰 Hong Kong Exchanges
14.33%
🌍 Digital Currency
3.43%
🇬🇧 LSE
0.62%

Countries Breakdown

Country
Total

🇺🇸 United States
41.28%
🇨🇳 China
15.23%
🇹🇼 Taiwan
3.69%
🇺🇾 Uruguay
1.39%
🇳🇱 Netherlands
1.29%
🇰🇾 Cayman Islands
1.14%
🇨🇦 Canada
0.82%
🇰🇷 South Korea
0.62%
🇱🇺 Luxembourg
0.58%
🇵🇪 Peru
0.33%
🇬🇧 United Kingdom
0.27%
🇯🇵 Japan
0.26%

Dividends

Dividend Yield

0.92%

45 out of 61 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $JEPQ (11.28%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOO	0.14%	1.29%	-
SCHD	0.1%	3.97%	-
MCHI	0.07%	2.04%	-
JEPQ	0.07%	11.28%	-
O	0.05%	5.64%	$3.09
SPYG	0.04%	0.6%	-
TSM	0.04%	0.95%	$1.74
01211.HK	0.03%	1.15%	$3.41
ACWI	0.02%	1.62%	-
JEPI	0.02%	8.01%	-
PG	0.02%	2.66%	$3.83
PEP	0.02%	3.83%	$5.15
INTC	0.02%	2.16%	$0.5
BAP	0.02%	4.79%	$9.27
MSFT	0.02%	0.65%	$3
AAPL	0.02%	0.48%	$0.97
XLP	0.01%	2.46%	-
CVX	0.01%	4.45%	$6.28
GOOG	0.01%	0.44%	$0.2
QCOM	0.01%	2.22%	$3.25
BNDX	0.01%	4.27%	-
SMSN.L	0.01%	1.95%	$23.68
VNQ	0.01%	4.07%	-
XOM	0.01%	3.64%	$3.76
BND	0.01%	3.75%	-
ASML	0.01%	0.83%	$5.57
REET	0.01%	3.48%	-
TM	0.01%	3.42%	$4.64
NEE	0.01%	2.85%	$1.97
UL.US	0.01%	3.22%	$1.82
KO	0.01%	2.88%	$1.89
AVGO	0.01%	0.81%	$19.7
SBUX	0.01%	2.6%	$2.24
YUM	0.01%	1.85%	$2.55
XLV	0%	1.76%	-
CAT	0%	1.39%	$5.31
META	0%	0.29%	$1
VGT	0%	0.52%	-
TMUS	0%	1.55%	$1.95
V	0%	0.66%	$2.01
NVDA	0%	0.02%	$0.02
MA	0%	0.53%	$2.46
BABA	0%	0.86%	$0.98
0700.HK	0%	0.87%	$3.4
LLY	0%	0.75%	$4.86

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Jul 21, 2025	$1.51
01211.HK	Pay Day	Jul 29, 2025	$0.55
ASML	Ex-Dividend	Jul 29, 2025	$1.86
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML	Pay Day	Aug 6, 2025	$1.86
MA	Pay Day	Aug 8, 2025	$0.76
PG	Pay Day	Aug 15, 2025	$1.06
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
LLY	Ex-Dividend	Aug 15, 2025	$1.50
O	Pay Day	Aug 15, 2025	$0.27
CAT	Pay Day	Aug 20, 2025	$1.51
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
SBUX	Pay Day	Aug 29, 2025	$0.61
TMUS	Ex-Dividend	Aug 29, 2025	$0.88
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
TMUS	Pay Day	Sep 11, 2025	$0.88
KO	Ex-Dividend	Sep 15, 2025	$0.51
TSM	Ex-Dividend	Sep 16, 2025	$0.82
QCOM	Pay Day	Sep 25, 2025	$0.89
KO	Pay Day	Oct 1, 2025	$0.51
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 8.9/10

Beta

0.96

0.8

1.2

Sharpe Ratio

1.69

0.5

Sortino Ratio

3.4

Jensen's Alpha

11.88

-2

Omega Ratio

3.9

1.5

Treynor Ratio

2.12

0.75

1.25

Information Ratio

1.72

0.3

0.6

Calmar Ratio

4.63

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

1.69

0.5

Sortino Ratio

3.4

Jensen's Alpha

11.88

-2

Omega Ratio

3.9

1.5

Treynor Ratio

2.12

0.75

1.25

Information Ratio

1.72

0.3

0.6

Calmar Ratio

4.63

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

42.18

High:

TSLA

181.29

Low:

INTC

-5.17

Details

PEG Ratio

202.84

High:

9,978.59

Low:

UBER

2.08

Details

Price/Book

17.05

High:

75.39

Low:

SBUX

-13.98

Details

Price/Sales

12.11

High:

NVDA

28.57

Low:

0.7

Details

Price/CF

26.91

High:

282.33

Low:

SMSN.L

4.66

Details

Price/FCF

41.19

High:

PEP

5,253.35

Low:

5.19

Details