Portfolio of bgarnica on eToro

bgarnica

🇨🇱 Stock Investor.

1 copier.

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

Summary

Today

-3.46%

This Month

-4.98%

Year To Date

+29.34%

2 Years

+14.09%

5 Years

+5.24%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
70.35%
🖥️ Technology Services
9.23%
🛍️ Retail Trade
5.73%
💰 Finance
5.47%
🚗 Consumer Durables
4.33%
💻 Electronic Technology
3%
💼 Commercial Services
1.74%
💵 Cash
0.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.47%
🇺🇸 Nasdaq
31.6%
🇺🇸 Chicago Board Options Exchange
1.76%

Countries Breakdown

Country
Total

🇺🇸 United States
25.87%
🇯🇵 Japan
3.45%
🇰🇾 Cayman Islands
0.17%

Dividends

Dividend Yield

1.17%

28 out of 36 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $TLT (4.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VNQ	0.11%	4.01%	-
VCSH	0.09%	4.01%	-
TLT	0.09%	4.12%	-
VEA	0.08%	3.07%	-
VXUS	0.08%	3.15%	-
VEU	0.08%	3.03%	-
USRT	0.06%	2.79%	-
VWO	0.05%	3.14%	-
VOO	0.05%	1.36%	-
TIP	0.05%	2.42%	-
QQQ	0.04%	0.64%	-
VTI	0.04%	1.36%	-
WMT	0.04%	1.01%	$0.81
EEM	0.04%	2.33%	-
ITOT	0.04%	1.33%	-
IVV	0.04%	1.38%	-
NTDOY	0.03%	0.97%	$0.24
VGT	0.02%	0.59%	-
VUG	0.02%	0.52%	-
SPYG	0.02%	0.67%	-
FTEC	0.02%	0.56%	-
META	0.02%	0.4%	$1
MSFT	0.02%	0.88%	$3
SPGI	0.01%	0.8%	$3.62
AAPL	0.01%	0.51%	$0.97
GOOGL	0.01%	0.53%	$0.2
GOOG	0.01%	0.52%	$0.2
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
QQQ	Pay Day	Apr 24, 2025	$0.72
WMT	Ex-Dividend	May 9, 2025	$0.24
MSFT	Ex-Dividend	May 15, 2025	$0.83
WMT	Pay Day	May 27, 2025	$0.24
TIP	Pay Day	Jun 7, 2025	$0.73
MSFT	Pay Day	Jun 12, 2025	$0.83
EEM	Pay Day	Jun 17, 2025	$0.29
FTEC	Pay Day	Jun 25, 2025	$0.23
VUG	Pay Day	Jul 1, 2025	$0.46

Performance Metrics

Score 2.8/10

Beta

0.82

0.8

1.2

Sharpe Ratio

0.16

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-2.05

-3

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.53

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Beta

0.82

0.8

1.2

Sharpe Ratio

0.16

0.5

1.5

Sortino Ratio

0.22

Jensen's Alpha

-2.05

-3

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.24

0.75

1.25

Information Ratio

-0.53

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.04

High:

TSLA

118.42

Low:

BRK.B

12.55

Details

PEG Ratio

90.97

High:

MSFT

239.3

Low:

NVDA

23.61

Details

Price/Book

5.49

High:

AAPL

44.38

Low:

BRK.B

1.72

Details

Price/Sales

4.22

High:

NVDA

19.21

Low:

WMT

1.11

Details

Price/CF

24.34

High:

TSLA

95.18

Low:

4.55

Details