Portfolio of joaquincrespo on eToro

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joaquincrespo

Copy Trading and 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.

Effective Portfolio

Summary

-0.43%

This Month

+11.72%

Year To Date

+29.81%

2 Years

+36.09%

5 Years

+257.3%

10 Years

+16.69%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
44.22%
👥 Copy Trading
36.9%
🛍️ Retail Trade
7.21%
⛏️ Energy Minerals
4.88%
💰 Finance
2.9%
🍞 Consumer Non Durables
2.67%
💇‍♀️ Consumer Services
2.66%
🏥 Health Services
1.21%
💻 Electronic Technology
0.77%
🧪 Process Industries
0.1%
🪙 Cryptocurrencies
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
26.2%
🇺🇸 Nasdaq
19.44%
🇬🇧 LSE
1.81%
🇨🇭 SIX
1.68%
🇪🇸 Bolsa De Madrid
1.31%
🇩🇪 FRA
0.93%
🇫🇷 Euronext Paris
0.76%
🇳🇱 Euronext Amsterdam
0.62%
🇩🇰 Copenhagen Stock Exchange
0.62%
🇦🇪 Dubai Financial Market
0.59%
🇺🇸 Chicago Board Options Exchange
0.56%
🇸🇪 Stockholm Stock Exchange
0.51%
🌍 Digital Currency
0.49%
🇩🇪 Xetra ETFs
0.45%
🇭🇰 Hong Kong Exchanges
0.4%
🇳🇴 Oslo Stock Exchange
0.31%
🇫🇮 Helsinki Stock Exchange
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
38.87%
🇹🇼 Taiwan
2.08%
🇧🇷 Brazil
1.96%
🇨🇭 Switzerland
1.68%
🇬🇧 United Kingdom
1.37%
🇪🇸 Spain
1.31%
🇨🇦 Canada
1.3%
🇳🇱 Netherlands
1.01%
🇩🇪 Germany
0.93%
🇫🇷 France
0.76%
🇨🇳 China
0.7%
🇩🇰 Denmark
0.62%
🇸🇪 Sweden
0.51%
🇳🇴 Norway
0.31%
🇮🇱 Israel
0.29%
🇫🇮 Finland
0.17%
🇰🇷 South Korea
0.16%
🇱🇺 Luxembourg
0.12%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.04%

14 out of 17 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $PBR (10.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JeppeKirkBonde	0.3%	1.06%	-
AmitKup	0.17%	4.01%	-
PBR	0.13%	10.53%	$1.73
CVX	0.09%	4.59%	$6.28
MCD	0.06%	2.25%	$6.53
COP	0.06%	3.39%	$3.25
JPM	0.05%	1.82%	$4.4
PG	0.04%	2.87%	$3.83
NIQUE3	0.04%	0.88%	-
HD	0.03%	2.58%	$8.52
UNH	0.03%	2.58%	$7.74
NKE	0.03%	2.39%	$1.45
CASY	0.01%	0.39%	$1.79
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
INDA (JeppeKirkBonde)	Pay Day	Dec 20, 2025	$0.00
LMT (JeppeKirkBonde)	Pay Day	Dec 30, 2025	$3.45
GS (JeppeKirkBonde)	Pay Day	Dec 30, 2025	$4.00
TTE.PA (NIQUE3)	Ex-Dividend	Dec 31, 2025	$1.00
TTE.PA (NIQUE3)	Pay Day	Jan 5, 2026	$1.00
TSM (JeppeKirkBonde)	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 6.8/10

Beta

0.32

0.32

0

0.8

1.2

0

2

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

1.3

1.3

0

1

2

3

3

Jensen's Alpha

14.41

14.41

-2

0

2

15

15

Omega Ratio

1.24

1.24

0

1

1.5

2.5

2.5

Treynor Ratio

4.43

4.43

0

0.75

1.25

5

5

Information Ratio

0.16

0.16

0

0.3

0.6

1

1

Calmar Ratio

0.52

0.52

0

0.3

0.6

1

1

Beta

0.32

0.32

0

0.8

1.2

0

2

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

1.3

1.3

0

1

2

3

3

Jensen's Alpha

14.41

14.41

-2

0

2

15

15

Omega Ratio

1.24

1.24

0

1

1.5

2.5

2.5

Treynor Ratio

4.43

4.43

0

0.75

1.25

5

5

Information Ratio

0.16

0.16

0

0.3

0.6

1

1

Calmar Ratio

0.52

0.52

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.65

High:

NVDA

43.66

Low:

PBR

5.68

Details

PEG Ratio

268.86

High:

MCD

945.82

Low:

AMZN

62.01

Details

Price/Book

5.46

High:

NVDA

36.04

Low:

MCD

-104.93

Details

Price/Sales

3.5

High:

NVDA

23.06

Low:

UNH

0.71

Details

Price/CF

19.5

High:

NVDA

54.84

Low:

PBR

2.49

Details

Price/FCF

76.88

High:

AMZN

225.5

Low:

JPM

29.28

Details

P/E Ratio

26.65

High:

NVDA

43.66

Low:

PBR

5.68

Details

PEG Ratio

268.86

High:

MCD

945.82

Low:

AMZN

62.01

Details

Price/Book

5.46

High:

NVDA

36.04

Low:

MCD

-104.93

Details

Price/Sales

3.5

High:

NVDA

23.06

Low:

UNH

0.71

Details

Price/CF

19.5

High:

NVDA

54.84

Low:

PBR

2.49

Details

Price/FCF

76.88

High:

AMZN

225.5

Low:

JPM

29.28

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-30.56%	Nov 2021	May 2024	30
-28.69%	Jul 2019	Sep 2019	2
-27.37%	Jul 2017	May 2019	22
-9.18%	Nov 2019	Nov 2020	12
-4.98%	Feb 2025	May 2025	3
-4.75%	Sep 2021	Oct 2021	1
-1.43%	Jul 2021	Aug 2021	1
-0.71%	May 2021	Jun 2021	1
-0.62%	Nov 2025	-	2
-0.56%	Jul 2024	Sep 2024	2

Monthly Performance