Effective portfolio of joaquincrespo on eToro

Loading...

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

+0.23%

Today

-0.32%

This Month

-2.81%

Year To Date

+27.56%

2 Years

+42.34%

5 Years

+16.13%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
27.35%
🖥️ Technology Services
18.89%
💻 Electronic Technology
11.01%
🛍️ Retail Trade
8.12%
🧬 Health Technology
6.52%
⛏️ Energy Minerals
4.79%
🍞 Consumer Non Durables
4.28%
💰 Finance
3.41%
🪨 Non Energy Minerals
2.05%
🚗 Consumer Durables
1.99%
⚡ Utilities
1.5%
💼 Commercial Services
1.48%
🪙 Cryptocurrencies
1.09%
📊 ETFs
1.09%
🛠️ Producer Manufacturing
0.86%
❓ Other
0.44%
💇‍♀️ Consumer Services
0.39%
🏥 Health Services
0.36%
🚚 Transportation
0.21%
🧪 Process Industries
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
39.33%
🇺🇸 NYSE
18.44%
🇬🇧 LSE
2.22%
🇨🇭 SIX
1.43%
🇪🇸 Bolsa De Madrid
1.35%
🇩🇪 FRA
1.1%
🌍 Digital Currency
1.09%
🇺🇸 Chicago Board Options Exchange
0.65%
🇩🇰 Copenhagen Stock Exchange
0.57%
🇫🇷 Euronext Paris
0.53%
🇳🇴 Oslo Stock Exchange
0.51%
🇭🇰 Hong Kong Exchanges
0.44%
🇦🇪 Dubai Financial Market
0.44%
🇸🇪 Stockholm Stock Exchange
0.35%
🇫🇮 Helsinki Stock Exchange
0.15%
🇳🇱 Euronext Amsterdam
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
51.56%
🇨🇭 Switzerland
1.43%
🇪🇸 Spain
1.35%
🇬🇧 United Kingdom
1.34%
🇮🇱 Israel
1.29%
🇹🇼 Taiwan
1.28%
🇩🇪 Germany
1.1%
🇧🇷 Brazil
0.93%
🇯🇵 Japan
0.86%
🇳🇱 Netherlands
0.71%
🇨🇴 Colombia
0.68%
🇨🇦 Canada
0.6%
🇩🇰 Denmark
0.57%
🇫🇷 France
0.53%
🇳🇴 Norway
0.51%
🇨🇳 China
0.51%
🇸🇪 Sweden
0.35%
🇱🇺 Luxembourg
0.17%
🇫🇮 Finland
0.15%
🇰🇷 South Korea
0.1%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.79%

58 out of 84 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR.A	0.1%	12.42%	$2.21
CVX	0.1%	4.74%	$6.28
MSFT	0.07%	0.82%	$3
MPCC.OL	0.06%	29.86%	$5.9
GPRK	0.06%	8.44%	$0.55
EMAAR.AE	0.05%	14.36%	-
IBE.MC	0.04%	3%	$0.45
PLUS.L	0.04%	5.74%	$1.33
GOOG	0.03%	0.49%	$0.2
HST	0.03%	5.71%	$0.78
UBSG.ZU	0.02%	2.95%	$0.64
TSM	0.02%	1.24%	$1.74
DHR	0.01%	0.57%	$1.05
FORTUM.HE	0.01%	9.61%	$1.15
EQT	0.01%	1.23%	$0.62
ABBN.ZU	0.01%	2.11%	$0.87
COST	0.01%	0.48%	$19.22
GS	0.01%	2.19%	$11
GOLD.BARRICK	0.01%	2.04%	$0.4
FCX	0.01%	1.62%	$0.6
EMAARDEV.AE	0.01%	10.6%	-
CDI.PA	0.01%	2.86%	$13
NOVO-B.CO	0.01%	2.69%	$9.4
BOL.ST	0.01%	2.53%	$7.5
VALE	0.01%	7.79%	$1.33
META	0.01%	0.37%	$1
JPM	0.01%	2.07%	$4.4
NTDOY	0.01%	0.87%	$0.24
TMO	0.01%	0.37%	$1.48
AGRO	0.01%	3.78%	$0.33
ORK.OL	0.01%	3.57%	$3
NHY.OL	0.01%	4.07%	$2.5
RHM.DE	0.01%	0.56%	$5.7
INDA	0.01%	0.78%	-
LMT	0%	2.73%	$12.45
WY	0%	3.16%	$0.78
LDOS	0%	1.06%	$1.5
MC.PA	0%	2.64%	$13
HAS	0%	4.51%	$2.8
AAPL	0%	0.47%	$0.97
NOC	0%	1.71%	$7.67
SPY	0%	1.28%	-
BLK	0%	2.24%	$20.2
SMSN.L	0%	2.42%	$23.68
ASML	0%	0.86%	$5.57
NVDA	0%	0.04%	$0.02
NDA.DE	0%	1.95%	$1.4
GOOGL	0%	0.51%	$0.2
0700.HK	0%	0.95%	$3.4
NVTKL.L	0%	109.46%	-
MU	0%	0.59%	$0.46
PEP	0%	4.06%	$5.15
KER.PA	0%	3.36%	$14
BABA	0%	0.82%	$0.98
SOXL	0%	2.21%	-
ASML.NV	0%	1.09%	$6.1
AVGO	0%	1.16%	$19.7
KO	-0.1%	-2.72%	$-1.89

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Apr 30, 2025	$1.40
FCX	Pay Day	May 1, 2025	$0.15
COST	Ex-Dividend	May 2, 2025	$1.30
KER.PA	Ex-Dividend	May 5, 2025	$4.13
ORK.OL	Pay Day	May 6, 2025	$0.57
ASML	Pay Day	May 6, 2025	$1.92
ASML.NV	Pay Day	May 6, 2025	$2.10
KER.PA	Pay Day	May 7, 2025	$4.13
EQT	Ex-Dividend	May 7, 2025	$0.16
NHY.OL	Ex-Dividend	May 12, 2025	$2.25
MSFT	Ex-Dividend	May 15, 2025	$0.83
COST	Pay Day	May 16, 2025	$1.30
0700.HK	Ex-Dividend	May 16, 2025	$0.58
NHY.OL	Pay Day	May 20, 2025	$2.25
HAS	Ex-Dividend	May 21, 2025	$0.70
GS	Ex-Dividend	May 30, 2025	$3.00
0700.HK	Pay Day	May 30, 2025	$0.58
EQT	Pay Day	Jun 2, 2025	$0.16
HAS	Pay Day	Jun 4, 2025	$0.70
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
GS	Pay Day	Jun 27, 2025	$3.00
PLUS.L	Pay Day	Jul 9, 2025	$0.40
TSM	Pay Day	Jul 10, 2025	$0.68
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 6.8/10

Beta

0.32

0.32

0

0.8

1.2

0

2

Sharpe Ratio

0.48

0.48

0

0.5

1

1.5

1.5

Sortino Ratio

1.24

1.24

0

1

2

3

3

Jensen's Alpha

15.01

15.01

-2

0

2

16

16

Omega Ratio

1.29

1.29

0

1

1.5

2.5

2.5

Treynor Ratio

4.53

4.53

0

0.75

1.25

5

5

Information Ratio

0.2

0.2

0

0.3

0.6

1

1

Calmar Ratio

0.5

0.5

0

0.3

0.6

1

1

Beta

0.32

0.32

0

0.8

1.2

0

2

Sharpe Ratio

0.48

0.48

0

0.5

1

1.5

1.5

Sortino Ratio

1.24

1.24

0

1

2

3

3

Jensen's Alpha

15.01

15.01

-2

0

2

16

16

Omega Ratio

1.29

1.29

0

1

1.5

2.5

2.5

Treynor Ratio

4.53

4.53

0

0.75

1.25

5

5

Information Ratio

0.2

0.2

0

0.3

0.6

1

1

Calmar Ratio

0.5

0.5

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.12

High:

PLTR

606.29

Low:

VRTX

-225.5

Details

PEG Ratio

159.01

High:

INMD

1,605.69

Low:

RBLX

-203.53

Details

Price/Book

8.59

High:

RBLX

199.92

Low:

NVTKL.L

0.01

Details

Price/Sales

6.57

High:

PLTR

101.16

Low:

CNC

0.18

Details

Price/CF

22.61

High:

PLTR

165.72

Low:

GPRK

1.07

Details

Price/FCF

48.7

High:

PEP

5,253.35

Low:

GPRK

2.14

Details

P/E Ratio

28.12

High:

PLTR

606.29

Low:

VRTX

-225.5

Details

PEG Ratio

159.01

High:

INMD

1,605.69

Low:

RBLX

-203.53

Details

Price/Book

8.59

High:

RBLX

199.92

Low:

NVTKL.L

0.01

Details

Price/Sales

6.57

High:

PLTR

101.16

Low:

CNC

0.18

Details

Price/CF

22.61

High:

PLTR

165.72

Low:

GPRK

1.07

Details

Price/FCF

48.7

High:

PEP

5,253.35

Low:

GPRK

2.14

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
-4.89%	Feb 2025	-	3
-4.75%	Sep 2021	Oct 2021	1
-1.43%	Jul 2021	Aug 2021	1
-0.71%	May 2021	Jun 2021	1
-0.56%	Jul 2024	Sep 2024	2

Monthly Performance