Portfolio of geniomtz on eToro

geniomtz

🇲🇽 Stock Multi-Strategy Investor.

101 copiers.

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

Summary

-5.91%

This Month

+9.95%

Year To Date

+59.25%

2 Years

+302.04%

5 Years

+236.97%

10 Years

+14.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
22.49%
🖥️ Technology Services
16.22%
🛍️ Retail Trade
14.78%
💰 Finance
10.89%
📊 ETFs
6.65%
🪙 Cryptocurrencies
6.34%
❓ Other
5.66%
🚗 Consumer Durables
3.14%
💼 Commercial Services
3.12%
🛠️ Producer Manufacturing
2.68%
🏭 Industrial Services
2.61%
💹 Forex
1.98%
🧩 Miscellaneous
1.61%
🏥 Health Services
1.29%
🧬 Health Technology
0.38%
💵 Cash
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.58%
🇺🇸 NYSE
32.93%
🌍 Digital Currency
6.34%
Regular Trading Hours - RTH
5.66%
🌍 FX
1.98%
🇬🇧 LSE
1.61%
🇫🇷 Euronext Paris
1.61%
🇺🇸 Chicago Board Options Exchange
1.16%

Countries Breakdown

Country
Total

🇺🇸 United States
71.01%
🇹🇼 Taiwan
3.02%
🇫🇷 France
1.61%
🇦🇺 Australia
1.6%
🇩🇰 Denmark
0.38%

Dividends

Dividend Yield

0.46%

20 out of 46 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $PUB.PA (3.71%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GS	0.15%	2.03%	$11
PUB.PA	0.06%	3.71%	$3.4
MSFT	0.03%	0.7%	$3
UNH	0.03%	2.19%	$7.74
WM	0.03%	1.59%	$2.9
GOOG	0.02%	0.25%	$0.2
TSM	0.02%	0.75%	$1.74
SCHW	0.02%	1.37%	$1
WMT	0.02%	0.85%	$0.81
CASY	0.02%	0.36%	$1.79
JPM	0.02%	1.83%	$4.4
BCO	0.01%	0.95%	$0.9
FCFS	0.01%	0.78%	$1.4
GEV	0.01%	0.22%	-
NVDA	0.01%	0.24%	$0.02
COST	0%	0.56%	$19.22
NVO	0%	1.04%	$0.98
MU	0%	0.06%	$0.46
TER	0%	0.15%	$0.46
WDC	0%	0.15%	-

Next Dividends

Stock	Type	Date	Pay Per Share
COST	Ex-Dividend	Oct 24, 2026	$1.47
BCO	Ex-Dividend	Oct 27, 2026	$0.26
MU	Pay Day	Oct 29, 2026	$0.15
JPM	Pay Day	Oct 31, 2026	$1.50
CASY	Ex-Dividend	Oct 31, 2026	$0.57
SCHW	Ex-Dividend	Nov 14, 2026	$0.32
FCFS	Ex-Dividend	Nov 14, 2026	$0.42
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WMT	Ex-Dividend	Nov 21, 2026	$0.25
GS	Ex-Dividend	Dec 1, 2026	$4.50
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
TER	Ex-Dividend	Dec 4, 2026	$0.13
WDC	Ex-Dividend	Dec 8, 2026	$0.15
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
WM	Ex-Dividend	Dec 11, 2026	$0.94
UNH	Ex-Dividend	Dec 14, 2026	$2.21
TSM	Ex-Dividend	Dec 16, 2026	$0.95
GEV	Ex-Dividend	Dec 16, 2026	$0.50
JPM	Ex-Dividend	Jan 6, 2027	$1.50
MU	Ex-Dividend	Jan 14, 2027	$0.15
NVO	Ex-Dividend	Feb 17, 2027	$1.22
PUB.PA	Ex-Dividend	Jul 1, 2027	$4.36

Performance Metrics

Score 5.5/10

Beta

1.53

0.8

1.2

Sharpe Ratio

0.49

0.5

1.5

Sortino Ratio

0.79

Jensen's Alpha

3.65

-2

4.5

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.11

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Beta

1.53

0.8

1.2

Sharpe Ratio

0.49

0.5

1.5

Sortino Ratio

0.79

Jensen's Alpha

3.65

-2

4.5

Omega Ratio

1.24

1.5

2.5

Treynor Ratio

1.11

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.23

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.96

High:

MDB

506.96

Low:

OUST

-50.7

Details

PEG Ratio

0.94

High:

WMT

9.53

Low:

0.02

Details

Price/Book

7.53

High:

52.17

Low:

PUB.PA

2.24

Details

Price/Sales

6.58

High:

ALAB

43.44

Low:

UNH

0.76

Details

Price/CF

18.33

High:

ALAB

263.79

Low:

2.63

Details

Price/FCF

49.2

High:

AMZN

325.85

Low:

2.84

Details