Effective portfolio of opalito on eToro

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opalito

🇪🇸 Stock and ETF 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

+0.17%

Today

+0.85%

This Month

+7.43%

Year To Date

+8.9%

2 Years

+8.9%

5 Years

+10.77%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.54%
💵 Cash
13.89%
🖥️ Technology Services
11.07%
💻 Electronic Technology
10.67%
📊 ETFs
9.73%
🧬 Health Technology
5.38%
🛠️ Producer Manufacturing
4.8%
🪨 Non Energy Minerals
3.86%
🧩 Miscellaneous
2.82%
🍞 Consumer Non Durables
2.67%
💼 Commercial Services
2.56%
🛍️ Retail Trade
2.36%
🚗 Consumer Durables
1.76%
🪙 Cryptocurrencies
1.55%
📦 Distribution Services
1.51%
⚡ Utilities
1.29%
🏥 Health Services
0.89%
🚚 Transportation
0.86%
🧪 Process Industries
0.86%
💇‍♀️ Consumer Services
0.61%
🏭 Industrial Services
0.35%
📡 Communications
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
29.44%
🇺🇸 NYSE
27.27%
🇬🇧 LSE
12%
🇩🇪 FRA
3.2%
🇫🇷 Euronext Paris
1.76%
🇦🇺 Sydney
1.76%
🇪🇸 Bolsa De Madrid
1.55%
🌍 Digital Currency
1.55%
🇩🇪 Xetra ETFs
1.1%
🇳🇱 Euronext Amsterdam
1.03%
🇮🇹 Borsa Italiana
1.01%
🇭🇰 Hong Kong Exchanges
0.69%
🇸🇪 Stockholm Stock Exchange
0.56%
🇨🇭 SIX
0.52%

Countries Breakdown

Country
Total

🇺🇸 United States
40.65%
🇬🇧 United Kingdom
9.24%
🇩🇪 Germany
3.54%
🇨🇦 Canada
2.33%
🇫🇷 France
2.02%
🇦🇺 Australia
1.76%
🇪🇸 Spain
1.55%
🇨🇳 China
1.03%
🇳🇱 Netherlands
1.03%
🇮🇹 Italy
1.01%
🇱🇺 Luxembourg
0.89%
🇧🇷 Brazil
0.88%
🇹🇼 Taiwan
0.57%
🇫🇮 Finland
0.56%
🇨🇭 Switzerland
0.52%
🇮🇱 Israel
0.45%
🇮🇪 Ireland
0.35%
🇲🇽 Mexico
0.35%
🇿🇦 South Africa
0.32%
🇦🇷 Argentina
0.3%

Dividends

Dividend Yield

1.5%

80 out of 119 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $ORC (20.31%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MCHI	0.16%	2.04%	-
JNJ	0.1%	3.1%	$4.81
LGEN.L	0.08%	8.22%	$0.2
ASHM.L	0.07%	9.59%	$0.17
ORC	0.07%	20.31%	$1.56
PHNX.L	0.05%	8.23%	$0.53
NDA_SE.ST	0.04%	7.66%	$10.62
MNG.L	0.04%	7.75%	$0.2
KHC	0.04%	5.82%	$1.6
C	0.03%	2.45%	$2.12
ISP.MI	0.03%	6.92%	$0.3
ALSN	0.03%	1.21%	$0.96
INGA.NV	0.03%	5.39%	$1.11
LAND.L	0.03%	6.91%	$0.4
ASR	0.03%	7.53%	$5.78
SW.PA	0.03%	5.09%	$3.1
NEXI.MI	0.02%	4.87%	-
HSBC	0.02%	5.15%	$3.03
GSK	0.02%	4.37%	$1.45
BAER.ZU	0.02%	4.6%	$2.6
ALV.DE	0.02%	4.49%	$13.8
PSTL	0.02%	6.62%	$0.96
CRH.L	0.02%	1.6%	$1.61
TD	0.02%	4.07%	$2.93
CDA.ASX	0.02%	1.21%	-
DGE.L	0.02%	4.22%	$0.81
RF.PA	0.02%	4.17%	$2.42
NWG	0.02%	3.96%	$0.42
KGS.US	0.02%	5.31%	$1.14
RTX	0.02%	1.72%	$2.44
AALB.NV	0.02%	3.59%	$1.13
MSFT	0.02%	0.65%	$3
NI	0.02%	2.65%	$1.05
AXP	0.01%	1%	$2.6
PEP	0.01%	3.88%	$5.15
BA.L	0.01%	1.74%	$0.3
BCS	0.01%	2.24%	$0.39
ARTNA	0.01%	3.61%	$1.16
SWX	0.01%	3.16%	$2.48
CF	0.01%	2.2%	$1.8
ELIS.PA	0.01%	1.81%	$0.43
RR.L	0.01%	0.6%	-
QFIN	0.01%	3.06%	$1.06
STX.US	0.01%	1.91%	$2.8
WELL	0.01%	1.67%	$2.44
GOOG	0.01%	0.42%	$0.2
RHM.DE	0.01%	0.45%	$5.7
TEP.PA	0.01%	4.96%	$3.85
IDR.MC	0.01%	0.52%	$0.2
01211.HK	0.01%	1.14%	$3.41
ITV.L	0.01%	6.28%	$0.05
FMS	0.01%	2.16%	$0.44
PUM.DE	0.01%	2.74%	$0.82
SCHW	0.01%	1.08%	$1
MMS	0.01%	1.69%	$1.18
NDAQ	0.01%	1.11%	$0.9
PAAS	0.01%	1.32%	$0.4
TSM	0.01%	0.96%	$1.74
WKP.L	0.01%	7.01%	$0.28
LDOS	0.01%	0.98%	$1.5
PUK	0.01%	1.87%	$0.41
SAP.DE	0%	0.89%	$2.2
PRU.L	0%	1.9%	$0.28
AEM	0%	1.26%	$1.6
COR	0%	0.74%	$2.02
ATKR	0%	1.75%	$0.64
RGLD	0%	1.11%	$1.58
FNV	0%	0.92%	$1.41
HMY	0%	0.93%	$0.08
INTU	0%	0.54%	$3.6
GE	0%	0.49%	$0.44
UI	0%	0.53%	$2.4
MCK	0%	0.4%	$2.48
DEO	0%	4%	$3.99
BMA	0%	0.59%	$2.82
UHS	0%	0.47%	$0.8
PVH	0%	0.2%	$0.15
NVDA	0%	0.02%	$0.02
XP	0%	0%	$0
ITUB	-0.03%	-5.32%	$-0.15

Next Dividends

Stock	Type	Date	Pay Per Share
GE	Pay Day	Jul 25, 2025	$0.36
LAND.L	Pay Day	Jul 25, 2025	$0.16
01211.HK	Pay Day	Jul 29, 2025	$0.55
NI	Ex-Dividend	Jul 31, 2025	$0.28
TD	Pay Day	Jul 31, 2025	$0.76
ORC	Ex-Dividend	Jul 31, 2025	$0.12
WKP.L	Pay Day	Aug 1, 2025	$0.26
C	Ex-Dividend	Aug 4, 2025	$0.60
AXP	Pay Day	Aug 8, 2025	$0.82
RTX	Ex-Dividend	Aug 15, 2025	$0.68
CF	Ex-Dividend	Aug 15, 2025	$0.50
MMS	Ex-Dividend	Aug 15, 2025	$0.30
SWX	Ex-Dividend	Aug 15, 2025	$0.62
NI	Pay Day	Aug 20, 2025	$0.28
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
C	Pay Day	Aug 22, 2025	$0.60
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
ORC	Pay Day	Aug 28, 2025	$0.12
CF	Pay Day	Aug 29, 2025	$0.50
MMS	Pay Day	Aug 31, 2025	$0.30
UHS	Ex-Dividend	Sep 2, 2025	$0.20
AEM	Ex-Dividend	Sep 2, 2025	$0.40
SWX	Pay Day	Sep 2, 2025	$0.62
RTX	Pay Day	Sep 4, 2025	$0.68
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
AEM	Pay Day	Sep 15, 2025	$0.40
UHS	Pay Day	Sep 16, 2025	$0.20
TSM	Ex-Dividend	Sep 16, 2025	$0.82
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 4.8/10

Beta

0.97

0.97

0

0.8

1.2

0

2

Sharpe Ratio

0.48

0.48

0

0.5

1

1.5

1.5

Sortino Ratio

0.83

0.83

0

1

2

3

3

Jensen's Alpha

0.63

0.63

-2

0

2

4.5

4.5

Omega Ratio

1.05

1.05

0

1

1.5

2.5

2.5

Treynor Ratio

0.6

0.6

0

0.75

1.25

2

2

Information Ratio

0.08

0.08

0

0.3

0.6

1

1

Calmar Ratio

1.41

1.41

0

0.3

0.6

2

2

Beta

0.97

0.97

0

0.8

1.2

0

2

Sharpe Ratio

0.48

0.48

0

0.5

1

1.5

1.5

Sortino Ratio

0.83

0.83

0

1

2

3

3

Jensen's Alpha

0.63

0.63

-2

0

2

4.5

4.5

Omega Ratio

1.05

1.05

0

1

1.5

2.5

2.5

Treynor Ratio

0.6

0.6

0

0.75

1.25

2

2

Information Ratio

0.08

0.08

0

0.3

0.6

1

1

Calmar Ratio

1.41

1.41

0

0.3

0.6

2

2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.8

High:

BMA

942.19

Low:

QNST

-966.46

Details

PEG Ratio

179.56

High:

DBX

2,992.76

Low:

QNST

-974.69

Details

Price/Book

8.14

High:

APP

214.31

Low:

RR.L

-93.26

Details

Price/Sales

6.37

High:

NVDA

28.57

Low:

UIS

0.15

Details

Price/CF

18.95

High:

AVAV

94.83

Low:

OPFI

0.67

Details

Price/FCF

39.53

High:

PEP

5,253.35

Low:

OPFI

0.71

Details

P/E Ratio

32.8

High:

BMA

942.19

Low:

QNST

-966.46

Details

PEG Ratio

179.56

High:

DBX

2,992.76

Low:

QNST

-974.69

Details

Price/Book

8.14

High:

APP

214.31

Low:

RR.L

-93.26

Details

Price/Sales

6.37

High:

NVDA

28.57

Low:

UIS

0.15

Details

Price/CF

18.95

High:

AVAV

94.83

Low:

OPFI

0.67

Details

Price/FCF

39.53

High:

PEP

5,253.35

Low:

OPFI

0.71

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-7.66%	Dec 2024	Jun 2025	6

Monthly Performance