Portfolio of carlosmartm on eToro

carlosmartm

🇪🇸 Diversified ETF Investor.

70 copiers.

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

Summary

+2.43%

This Month

+2.43%

Year To Date

+56.18%

2 Years

+174.12%

5 Years

+174.12%

10 Years

+54.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
71.73%
💵 Cash
15.52%
💻 Electronic Technology
4.06%
💰 Finance
3.9%
🖥️ Technology Services
2.69%
🧬 Health Technology
2.14%
🍞 Consumer Non Durables
2.07%
🛍️ Retail Trade
1.06%

Exchanges Breakdown

Exchange
Total

🇩🇪 Xetra ETFs
26.28%
🇬🇧 LSE
25.88%
🇺🇸 Nasdaq
20.05%
🇺🇸 NYSE
13.4%
🇫🇷 Euronext Paris
1.71%
🇳🇱 Euronext Amsterdam
0.35%

Countries Breakdown

Country
Total

🇺🇸 United States
6.73%
🇹🇼 Taiwan
1.72%
🇫🇷 France
1.71%
🇬🇧 United Kingdom
1.16%
🇮🇱 Israel
1.03%
🇩🇰 Denmark
0.55%
🇳🇱 Netherlands
0.35%

Dividends

Dividend Yield

0.11%

10 out of 41 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NKE (2.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MC.PA	0.04%	2.22%	$13
BLK	0.02%	1.89%	$20.2
TSM	0.01%	0.8%	$1.74
NVO	0.01%	2.07%	$0.98
RR.L	0.01%	0.83%	-
NKE	0.01%	2.49%	$1.45
MSFT	0.01%	0.78%	$3
GOOG	0%	0.25%	$0.2
ASML.NV	0%	0.57%	$6.1
MU	0%	0.12%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.2/10

Beta

1.79

0.8

1.2

Sharpe Ratio

1.29

0.5

Sortino Ratio

2.87

Jensen's Alpha

7.46

-2

Omega Ratio

2.48

1.5

Treynor Ratio

1.64

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

2.46

0.3

0.6

Beta

1.79

0.8

1.2

Sharpe Ratio

1.29

0.5

Sortino Ratio

2.87

Jensen's Alpha

7.46

-2

Omega Ratio

2.48

1.5

Treynor Ratio

1.64

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

2.46

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.19

High:

ISRG

69.81

Low:

ETOR

12.3

Details

PEG Ratio

99.05

High:

ISRG

326.7

Low:

RR.L

12.48

Details

Price/Book

7.62

High:

RR.L

44.07

Low:

BIIB

1.33

Details

Price/Sales

7.09

High:

ISRG

19.85

Low:

NKE

2.02

Details

Price/CF

19.93

High:

ISRG

54.65

Low:

BIIB

8.4

Details

Price/FCF

65.59

High:

NKE

947.69

Low:

BIIB

8.94

Details

P/E Ratio

31.19

High:

ISRG

69.81

Low:

ETOR

12.3

Details

PEG Ratio

99.05

High:

ISRG

326.7

Low:

RR.L

12.48

Details

Price/Book

7.62

High:

RR.L

44.07

Low:

BIIB

1.33

Details

Price/Sales

7.09

High:

ISRG

19.85

Low:

NKE

2.02

Details

Price/CF

19.93

High:

ISRG

54.65

Low:

BIIB

8.4

Details

Price/FCF

65.59

High:

NKE

947.69

Low:

BIIB

8.94

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-17.46%	Aug 2023	Dec 2023	4
-15.65%	Feb 2025	Jun 2025	4
-8.08%	Apr 2024	May 2024	1
-4%	Jul 2024	Nov 2024	4
-2.28%	Nov 2025	Jan 2026	2
-1.63%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of carlosmartm on eToro

carlosmartm

🇪🇸 Diversified ETF Investor.

70 copiers.

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

Summary

+2.43%

This Month

+2.43%

Year To Date

+56.18%

2 Years

+174.12%

5 Years

+174.12%

10 Years

+54.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
71.73%
💵 Cash
15.52%
💻 Electronic Technology
4.06%
💰 Finance
3.9%
🖥️ Technology Services
2.69%
🧬 Health Technology
2.14%
🍞 Consumer Non Durables
2.07%
🛍️ Retail Trade
1.06%

Exchanges Breakdown

Exchange
Total

🇩🇪 Xetra ETFs
26.28%
🇬🇧 LSE
25.88%
🇺🇸 Nasdaq
20.05%
🇺🇸 NYSE
13.4%
🇫🇷 Euronext Paris
1.71%
🇳🇱 Euronext Amsterdam
0.35%

Countries Breakdown

Country
Total

🇺🇸 United States
6.73%
🇹🇼 Taiwan
1.72%
🇫🇷 France
1.71%
🇬🇧 United Kingdom
1.16%
🇮🇱 Israel
1.03%
🇩🇰 Denmark
0.55%
🇳🇱 Netherlands
0.35%

Dividends

Dividend Yield

0.11%

10 out of 41 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NKE (2.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MC.PA	0.04%	2.22%	$13
BLK	0.02%	1.89%	$20.2
TSM	0.01%	0.8%	$1.74
NVO	0.01%	2.07%	$0.98
RR.L	0.01%	0.83%	-
NKE	0.01%	2.49%	$1.45
MSFT	0.01%	0.78%	$3
GOOG	0%	0.25%	$0.2
ASML.NV	0%	0.57%	$6.1
MU	0%	0.12%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.2/10

Beta

1.79

0.8

1.2

Sharpe Ratio

1.29

0.5

Sortino Ratio

2.87

Jensen's Alpha

7.46

-2

Omega Ratio

2.48

1.5

Treynor Ratio

1.64

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

2.46

0.3

0.6

Beta

1.79

0.8

1.2

Sharpe Ratio

1.29

0.5

Sortino Ratio

2.87

Jensen's Alpha

7.46

-2

Omega Ratio

2.48

1.5

Treynor Ratio

1.64

0.75

1.25

Information Ratio

0.3

0.6

Calmar Ratio

947.69

Low:

BIIB

8.94

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-17.46%	Aug 2023	Dec 2023	4
-15.65%	Feb 2025	Jun 2025	4
-8.08%	Apr 2024	May 2024	1
-4%	Jul 2024	Nov 2024	4
-2.28%	Nov 2025	Jan 2026	2
-1.63%	Dec 2024	Jan 2025	1