Portfolio of gerard654654 on eToro

gerard654654

🇪🇸 Stock Macro Investor.

19 copiers.

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

Summary

+8.39%

This Month

+2.09%

Year To Date

+48.34%

2 Years

+297.77%

5 Years

+297.77%

10 Years

+37.52%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
26.67%
🖥️ Technology Services
20.79%
💻 Electronic Technology
13.32%
🧬 Health Technology
8.36%
📊 ETFs
4.36%
💰 Finance
3.92%
🪙 Cryptocurrencies
3.87%
🛍️ Retail Trade
3.29%
🪨 Non Energy Minerals
2.71%
⛏️ Energy Minerals
2.57%
🚗 Consumer Durables
2.33%
🧩 Miscellaneous
1.79%
🛠️ Producer Manufacturing
1.6%
❓ Other
1.46%
📡 Communications
1.24%
🍞 Consumer Non Durables
1.08%
⚡ Utilities
1.01%
🏥 Health Services
0.94%
💼 Commercial Services
0.52%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.82%
🇺🇸 NYSE
17.52%
🇬🇧 LSE
6.19%
🇪🇸 Bolsa De Madrid
4.68%
🌍 Digital Currency
3.87%
🇩🇰 Copenhagen Stock Exchange
1.97%
🇦🇪 Dubai Financial Market
1.46%
🇩🇪 FRA
1.16%
🇭🇰 Hong Kong Exchanges
0.81%
🇨🇭 SIX
0.67%

Countries Breakdown

Country
Total

🇺🇸 United States
39.54%
🇪🇸 Spain
4.68%
🇬🇧 United Kingdom
3.78%
🇨🇦 Canada
3.57%
🇨🇳 China
2.92%
🇳🇱 Netherlands
2.45%
🇩🇰 Denmark
1.97%
🇹🇼 Taiwan
1.7%
🇰🇷 South Korea
1.48%
🇩🇪 Germany
1.16%
🇨🇭 Switzerland
0.67%
🇮🇱 Israel
0.61%

Dividends

Dividend Yield

0.51%

32 out of 60 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.09%	4.54%	$9.4
CVX	0.05%	3.77%	$6.28
GRF.MC	0.05%	1.29%	-
SHEL.L	0.03%	2.48%	$0.8
PFE	0.03%	6.24%	$1.66
MSFT	0.03%	0.85%	$3
UNH	0.03%	2.72%	$7.74
BLK	0.03%	2.03%	$20.2
BGEO.L	0.02%	1.21%	$0.99
ROG.ZU	0.02%	3.08%	$9.6
SIE.DE	0.02%	2.2%	$4.7
BABA	0.02%	0.73%	$0.98
IBE.MC	0.01%	2.77%	$0.45
PAAS	0.01%	0.93%	$0.4
ORCL	0.01%	1.01%	$1.6
TSM	0.01%	0.62%	$1.74
SMSN.L	0.01%	0.58%	$23.68
ASML	0.01%	0.51%	$5.57
STX.US	0.01%	0.54%	$2.8
RR.L	0.01%	0.75%	-
GOOG	0%	0.25%	$0.2
AVGO	0%	0.62%	$19.7
META	0%	0.31%	$1
RHM.DE	0%	0.78%	$5.7
IDR.MC	0%	0.44%	$0.2
LLY	0%	0.68%	$4.86
CEG	0%	0.55%	-
PYPL	0%	0.55%	-
01211.HK	0%	0.33%	$3.41
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02
VRT	0%	0.06%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
ORCL	Pay Day	Apr 24, 2026	$0.50
MSFT	Ex-Dividend	May 21, 2026	$0.91
IBE.MC	Ex-Dividend	May 28, 2026	$0.01
IBE.MC	Pay Day	Jun 1, 2026	$0.01
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
IDR.MC	Ex-Dividend	Jul 7, 2026	$0.35
IDR.MC	Pay Day	Jul 9, 2026	$0.35
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 8.7/10

Beta

0.68

0.8

1.2

Sharpe Ratio

1.04

0.5

Sortino Ratio

2.07

Jensen's Alpha

31.58

-2

Omega Ratio

2.23

1.5

Treynor Ratio

3.85

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1.17

0.3

0.6

Beta

0.68

0.8

1.2

Sharpe Ratio

1.04

0.5

Sortino Ratio

2.07

Jensen's Alpha

31.58

-2

Omega Ratio

2.23

1.5

Treynor Ratio

3.85

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1.17

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.55

High:

TSLA

364.78

Low:

CRWD

-573.06

Details

PEG Ratio

121.21

High:

CDNS

1,517.35

Low:

PAAS

3.28

Details

Price/Book

7.98

High:

STX.US

256.48

Low:

MSTR

1.21

Details

Price/Sales

7.68

High:

IONQ

130.8

Low:

NSIT.US

0.29

Details

Price/CF

23.65

High:

MSTR

7,511.07

Low:

SHEL.L

5.14

Details

Price/FCF

68.68

High:

BABA

1,196.17

Low:

CROX

6.71

Details

P/E Ratio

34.55

High:

TSLA

364.78

Low:

CRWD

-573.06

Details

PEG Ratio

121.21

High:

CDNS

1,517.35

Low:

PAAS

3.28

Details

Price/Book

7.98

High:

STX.US

256.48

Low:

MSTR

1.21

Details

Price/Sales

7.68

High:

IONQ

130.8

Low:

NSIT.US

0.29

Details

Price/CF

23.65

High:

MSTR

7,511.07

Low:

SHEL.L

5.14

Details

Price/FCF

68.68

High:

BABA

1,196.17

Low:

CROX

6.71

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-30.69%	Apr 2022	Aug 2022	4
-18.31%	Aug 2023	Sep 2024	13
-13.3%	Dec 2024	May 2025	5
-8.53%	Oct 2025	-	7
-4.02%	Dec 2022	Jan 2023	1
-1.35%	Sep 2022	Oct 2022	1
-0.07%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of gerard654654 on eToro

gerard654654

🇪🇸 Stock Macro Investor.

19 copiers.

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

Summary

+8.39%

This Month

+2.09%

Year To Date

+48.34%

2 Years

+297.77%

5 Years

+297.77%

10 Years

+37.52%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
26.67%
🖥️ Technology Services
20.79%
💻 Electronic Technology
13.32%
🧬 Health Technology
8.36%
📊 ETFs
4.36%
💰 Finance
3.92%
🪙 Cryptocurrencies
3.87%
🛍️ Retail Trade
3.29%
🪨 Non Energy Minerals
2.71%
⛏️ Energy Minerals
2.57%
🚗 Consumer Durables
2.33%
🧩 Miscellaneous
1.79%
🛠️ Producer Manufacturing
1.6%
❓ Other
1.46%
📡 Communications
1.24%
🍞 Consumer Non Durables
1.08%
⚡ Utilities
1.01%
🏥 Health Services
0.94%
💼 Commercial Services
0.52%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.82%
🇺🇸 NYSE
17.52%
🇬🇧 LSE
6.19%
🇪🇸 Bolsa De Madrid
4.68%
🌍 Digital Currency
3.87%
🇩🇰 Copenhagen Stock Exchange
1.97%
🇦🇪 Dubai Financial Market
1.46%
🇩🇪 FRA
1.16%
🇭🇰 Hong Kong Exchanges
0.81%
🇨🇭 SIX
0.67%

Countries Breakdown

Country
Total

🇺🇸 United States
39.54%
🇪🇸 Spain
4.68%
🇬🇧 United Kingdom
3.78%
🇨🇦 Canada
3.57%
🇨🇳 China
2.92%
🇳🇱 Netherlands
2.45%
🇩🇰 Denmark
1.97%
🇹🇼 Taiwan
1.7%
🇰🇷 South Korea
1.48%
🇩🇪 Germany
1.16%
🇨🇭 Switzerland
0.67%
🇮🇱 Israel
0.61%

Dividends

Dividend Yield

0.51%

32 out of 60 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.09%	4.54%	$9.4
CVX	0.05%	3.77%	$6.28
GRF.MC	0.05%	1.29%	-
SHEL.L	0.03%	2.48%	$0.8
PFE	0.03%	6.24%	$1.66
MSFT	0.03%	0.85%	$3
UNH	0.03%	2.72%	$7.74
BLK	0.03%	2.03%	$20.2
BGEO.L	0.02%	1.21%	$0.99
ROG.ZU	0.02%	3.08%	$9.6
SIE.DE	0.02%	2.2%	$4.7
BABA	0.02%	0.73%	$0.98
IBE.MC	0.01%	2.77%	$0.45
PAAS	0.01%	0.93%	$0.4
ORCL	0.01%	1.01%	$1.6
TSM	0.01%	0.62%	$1.74
SMSN.L	0.01%	0.58%	$23.68
ASML	0.01%	0.51%	$5.57
STX.US	0.01%	0.54%	$2.8
RR.L	0.01%	0.75%	-
GOOG	0%	0.25%	$0.2
AVGO	0%	0.62%	$19.7
META	0%	0.31%	$1
RHM.DE	0%	0.78%	$5.7
IDR.MC	0%	0.44%	$0.2
LLY	0%	0.68%	$4.86
CEG	0%	0.55%	-
PYPL	0%	0.55%	-
01211.HK	0%	0.33%	$3.41
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02
VRT	0%	0.06%	$0.06

Next Dividends

Stock	Type	Date	Pay Per Share
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
ORCL	Pay Day	Apr 24, 2026	$0.50
MSFT	Ex-Dividend	May 21, 2026	$0.91
IBE.MC	Ex-Dividend	May 28, 2026	$0.01
IBE.MC	Pay Day	Jun 1, 2026	$0.01
RR.L	Pay Day	Jun 3, 2026	$0.07
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
IDR.MC	Ex-Dividend	Jul 7, 2026	$0.35
IDR.MC	Pay Day	Jul 9, 2026	$0.35
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 8.7/10

Beta

0.68

0.8

1.2

Sharpe Ratio

1.04

0.5

Sortino Ratio

2.07

Jensen's Alpha

31.58

-2

Omega Ratio

2.23

1.5

Treynor Ratio

3.85

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1.17

0.3

0.6

Beta

0.68

0.8

1.2

Sharpe Ratio

1.04

0.5

Sortino Ratio

2.07

Jensen's Alpha

31.58

-2

Omega Ratio

2.23

1.5

Treynor Ratio

3.85

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1,196.17

Low:

CROX

6.71

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-30.69%	Apr 2022	Aug 2022	4
-18.31%	Aug 2023	Sep 2024	13
-13.3%	Dec 2024	May 2025	5
-8.53%	Oct 2025	-	7
-4.02%	Dec 2022	Jan 2023	1
-1.35%	Sep 2022	Oct 2022	1
-0.07%	Oct 2024	Nov 2024	1