Portfolio of geniomtz on eToro

geniomtz

🇲🇽 Stock Multi-Strategy Investor.

81 copiers.

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

Summary

+0%

Today

+4.06%

This Month

+29.27%

Year To Date

+146.56%

2 Years

+522.1%

5 Years

+14.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.18%
💻 Electronic Technology
23.32%
🖥️ Technology Services
20.04%
🛍️ Retail Trade
11.48%
🚗 Consumer Durables
4.39%
💵 Cash
3.76%
🧬 Health Technology
3.57%
💹 Forex
2.6%
🛠️ Producer Manufacturing
2.35%
💼 Commercial Services
2.13%
🍞 Consumer Non Durables
1.57%
💇‍♀️ Consumer Services
1.51%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
79.69%
🇺🇸 NYSE
14.85%
🌍 FX
2.6%

Countries Breakdown

Country
Total

🇺🇸 United States
85.96%
🇨🇦 Canada
2.13%
🇨🇭 Switzerland
1.57%
🇸🇬 Singapore
1.51%
🇺🇾 Uruguay
1.49%
🇹🇼 Taiwan
1.48%
🇮🇱 Israel
0.4%

Dividends

Dividend Yield

0.24%

13 out of 29 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $WFC (1.99%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GS	0.07%	1.84%	$11
WFC	0.05%	1.99%	$1.4
JPM	0.03%	1.82%	$4.4
COST	0.02%	0.52%	$19.22
META	0.02%	0.29%	$1
TSM	0.01%	0.96%	$1.74
LLY	0.01%	0.76%	$4.86
MSFT	0.01%	0.65%	$3
GOOG	0.01%	0.42%	$0.2
TCOM.CH	0.01%	0.44%	-
IBKR	0%	0.46%	$0.55
NVDA	0%	0.02%	$0.02
GEV	0%	0.13%	-

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Jul 31, 2025	$1.40
COST	Ex-Dividend	Aug 1, 2025	$1.30
COST	Pay Day	Aug 15, 2025	$1.30
LLY	Ex-Dividend	Aug 15, 2025	$1.50
GEV	Pay Day	Aug 18, 2025	$0.25
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
GS	Ex-Dividend	Aug 29, 2025	$4.00
IBKR	Ex-Dividend	Aug 29, 2025	$0.08
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
IBKR	Pay Day	Sep 12, 2025	$0.08
TSM	Ex-Dividend	Sep 16, 2025	$0.82
GS	Pay Day	Sep 29, 2025	$4.00
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 5.5/10

Beta

1.5

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

4.98

-2

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Beta

1.5

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.74

Jensen's Alpha

4.98

-2

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.21

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

43.83

High:

PLTR

662.84

Low:

QBTS

-30.43

Details

PEG Ratio

203.31

High:

PLTR

803.41

Low:

HOOD

5.28

Details

Price/Book

14.93

High:

PLTR

66.03

Low:

WFC

1.57

Details

Price/Sales

10.3

High:

QBTS

246.56

Low:

OKLO

Details

Price/CF

25.29

High:

MSTR

7,511.07

Low:

IBKR

1.38

Details

Price/FCF

41.08

High:

MSTR

1,187.5

Low:

IBKR

1.4

Details