Effective portfolio of joaquincrespo on eToro

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joaquincrespo

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%
💻 Electronic Technology
9.75%
💰 Finance
8.08%
🛍️ Retail Trade
7.78%
⛏️ Energy Minerals
6.83%
🍞 Consumer Non Durables
4.23%
🖥️ Technology Services
4%
🪨 Non Energy Minerals
3.08%
💇‍♀️ Consumer Services
2.66%
⚡ Utilities
2.49%
🧬 Health Technology
1.54%
🏥 Health Services
1.5%
📊 ETFs
1.33%
🛠️ Producer Manufacturing
1.1%
💼 Commercial Services
0.61%
❓ Other
0.59%
🪙 Cryptocurrencies
0.49%
🧩 Miscellaneous
0.3%
🚗 Consumer Durables
0.27%
🧪 Process Industries
0.22%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
26.18%
🇺🇸 Nasdaq
19.48%
🇬🇧 LSE
1.82%
🇨🇭 SIX
1.69%
🇪🇸 Bolsa De Madrid
1.31%
🇩🇪 FRA
0.93%
🇫🇷 Euronext Paris
0.77%
🇳🇱 Euronext Amsterdam
0.61%
🇩🇰 Copenhagen Stock Exchange
0.61%
🇦🇪 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
38.93%
🇹🇼 Taiwan
2.07%
🇧🇷 Brazil
1.94%
🇨🇭 Switzerland
1.69%
🇬🇧 United Kingdom
1.38%
🇪🇸 Spain
1.31%
🇨🇦 Canada
1.3%
🇳🇱 Netherlands
1%
🇩🇪 Germany
0.93%
🇫🇷 France
0.77%
🇨🇳 China
0.7%
🇩🇰 Denmark
0.61%
🇸🇪 Sweden
0.51%
🇳🇴 Norway
0.31%
🇮🇱 Israel
0.27%
🇫🇮 Finland
0.17%
🇰🇷 South Korea
0.16%
🇱🇺 Luxembourg
0.12%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.06%

63 out of 95 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR	0.14%	10.9%	$1.73
WU	0.09%	9.77%	$0.94
CVX	0.09%	4.66%	$6.28
JPM	0.06%	1.84%	$4.4
MCD	0.06%	2.28%	$6.53
COP	0.06%	3.5%	$3.25
PBR.A	0.06%	10.42%	$2.21
PG	0.04%	2.88%	$3.83
HD	0.03%	2.62%	$8.52
IBE.MC	0.03%	2.97%	$0.45
UNH	0.03%	2.63%	$7.74
NKE	0.03%	2.41%	$1.45
HST	0.03%	4.4%	$0.78
TSM	0.02%	0.93%	$1.74
UBSG.ZU	0.02%	2.07%	$0.64
QFIN	0.02%	7.59%	$1.06
D	0.02%	4.5%	$2.67
B	0.01%	1.22%	$0.4
FORTUM.HE	0.01%	7.75%	$1.15
GS	0.01%	1.59%	$11
EQT	0.01%	1.2%	$0.62
ABBN.ZU	0.01%	1.54%	$0.87
VALE	0.01%	9.97%	$1.33
NOVO-B.CO	0.01%	3.77%	$9.4
FCX	0.01%	1.28%	$0.6
CASY	0.01%	0.39%	$1.79
CDI.PA	0.01%	2.28%	$13
REP.MC	0.01%	5.28%	$0.73
TTE.PA	0.01%	6.24%	$3.06
AGRO	0.01%	4.75%	$0.33
ORK.OL	0.01%	3.59%	$3
NHY.OL	0%	2.96%	$2.5
MSFT	0%	0.73%	$3
LMT	0%	2.8%	$12.45
ASML.NV	0%	0.72%	$6.1
RHM.DE	0%	0.54%	$5.7
LDOS	0%	0.9%	$1.5
PSG.MC	0%	5.13%	$0.18
HAS	0%	3.5%	$2.8
DUK	0%	3.66%	$4.1
GAW.L	0%	2.17%	$5.5
SHEL.L	0%	4.11%	$0.8
NOC	0%	1.59%	$7.67
WEC	0%	3.48%	$3.23
CEG	0%	0.43%	-
PRG	0%	1.7%	$0.24
META	0%	0.32%	$1
GOOGL	0%	0.27%	$0.2
BLK	0%	1.96%	$20.2
CL	0%	2.63%	$1.96
ASML	0%	0.59%	$5.57
MC.PA	0%	2.04%	$13
AAPL	0%	0.38%	$0.97
SMSN.L	0%	1.23%	$23.68
NDA.DE	0%	1.37%	$1.4
RMS.PA	0%	1.2%	$25
BTG.US	0%	1.77%	$0.16
0700.HK	0%	0.75%	$3.4
NVTKL.L	0%	109.46%	-
AVGO	0%	0.71%	$19.7
MU	0%	0.2%	$0.46
NVDA	0%	0.02%	$0.02
BABA	0%	0.69%	$0.98

Next Dividends

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

30.16

High:

PLTR

428.55

Low:

AVAV

-187.66

Details

PEG Ratio

228.13

High:

RMS.PA

9,248.58

Low:

RBLX

-485.17

Details

Price/Book

7.51

High:

RBLX

149.75

Low:

MCD

-104.93

Details

Price/Sales

5.41

High:

PLTR

120.93

Low:

CNC

0.11

Details

Price/CF

21.99

High:

MSTR

7,511.07

Low:

PBR.A

2.33

Details

Price/FCF

60.01

High:

RHM.DE

5,198.92

Low:

PRG

4.76

Details

P/E Ratio

30.16

High:

PLTR

428.55

Low:

AVAV

-187.66

Details

PEG Ratio

228.13

High:

RMS.PA

9,248.58

Low:

RBLX

-485.17

Details

Price/Book

7.51

High:

RBLX

149.75

Low:

MCD

-104.93

Details

Price/Sales

5.41

High:

PLTR

120.93

Low:

CNC

0.11

Details

Price/CF

21.99

High:

MSTR

7,511.07

Low:

PBR.A

2.33

Details

Price/FCF

60.01

High:

RHM.DE

5,198.92

Low:

PRG

4.76

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