Effective portfolio of ortbert on eToro

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ortbert

🇦🇷 Stock Investor.

4 copiers.

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

Effective Portfolio

Summary

+0.01%

Today

+0.56%

This Month

+2.27%

Year To Date

+13.84%

2 Years

+28.13%

5 Years

+3.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
29.63%
📊 ETFs
11.16%
⛏️ Energy Minerals
3.02%
💰 Finance
2.93%
💇‍♀️ Consumer Services
1.28%
🪨 Non Energy Minerals
1.18%
🧪 Process Industries
1.17%
💻 Electronic Technology
0.8%
🪙 Cryptocurrencies
0.76%
🖥️ Technology Services
0.71%
⚡ Utilities
0.58%
🛍️ Retail Trade
0.55%
🧬 Health Technology
0.34%
🍞 Consumer Non Durables
0.21%
💼 Commercial Services
0.19%
🚗 Consumer Durables
0.15%
📡 Communications
0.1%
📦 Distribution Services
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
15.75%
🇺🇸 Nasdaq
7.31%
🇺🇸 Chicago Board Options Exchange
0.87%
🌍 Digital Currency
0.76%
🇭🇰 Hong Kong Exchanges
0.5%
🇬🇧 LSE
0%

Countries Breakdown

Country
Total

🇺🇸 United States
6.46%
🇦🇷 Argentina
1.93%
🇨🇦 Canada
1.71%
🇲🇽 Mexico
1.07%
🇨🇳 China
0.5%
🇳🇱 Netherlands
0.45%
🇨🇭 Switzerland
0.43%
🇬🇧 United Kingdom
0.31%
🇮🇱 Israel
0.2%
🇮🇪 Ireland
0.11%
🇧🇲 Bermuda
0.1%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.41%

28 out of 56 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.22%	4.39%	-
SPY	0.05%	1.21%	-
OXY	0.02%	2.16%	$0.8
VICI	0.02%	5.36%	$1.66
BTI	0.01%	6.41%	$2.92
B	0.01%	1.89%	$0.4
IIPR	0.01%	13.31%	$7.34
DIS	0.01%	0.82%	$0.75
FXI	0.01%	1.52%	-
EWZ	0.01%	7.39%	-
RHP	0.01%	4.53%	$4.3
SMG	0.01%	4.02%	$2.64
9988.HK	0%	0.94%	$0.98
TGS.US	0%	2.55%	-
ASML	0%	0.74%	$5.57
IRS	0%	7.05%	$1.57
CEPU	0%	3.02%	$0.91
ARGT	0%	1.3%	-
YOU	0%	1.72%	$0.35
TMUS	0%	1.5%	$1.95
MRX	0%	1.42%	-
AAPL	0%	0.5%	$0.97
GOOG	0%	0.45%	$0.2
TER	0%	0.53%	$0.46
GGAL	0%	0.51%	$1.57
LB	0%	0.44%	-
RVTY	0%	0.29%	$0.28
NVTKL.L	0%	109.46%	-

Next Dividends

Stock	Type	Date	Pay Per Share
9988.HK	Pay Day	Jul 3, 2025	$0.25
VICI	Pay Day	Jul 10, 2025	$0.43
OXY	Pay Day	Jul 15, 2025	$0.24
IIPR	Pay Day	Jul 15, 2025	$1.90
RHP	Pay Day	Jul 15, 2025	$1.15
RVTY	Ex-Dividend	Jul 18, 2025	$0.07
DIS	Pay Day	Jul 23, 2025	$0.50
RVTY	Pay Day	Aug 8, 2025	$0.07
TMUS	Ex-Dividend	Aug 29, 2025	$0.88
TMUS	Pay Day	Sep 11, 2025	$0.88
BTI	Ex-Dividend	Oct 3, 2025	$0.75
BTI	Pay Day	Nov 13, 2025	$0.75

Performance Metrics

Score 3.2/10

Beta

0.35

0.35

0

0.8

1.2

0

2

Sharpe Ratio

0.13

0.13

0

0.5

1

1.5

1.5

Sortino Ratio

0.17

0.17

0

1

2

3

3

Jensen's Alpha

-2.75

-2.75

-3

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

0.25

0.25

0

0.75

1.25

2

2

Information Ratio

-0.78

-0.78

-1

0.3

0.6

1

1

Calmar Ratio

0.22

0.22

0

0.3

0.6

1

1

Beta

0.35

0.35

0

0.8

1.2

0

2

Sharpe Ratio

0.13

0.13

0

0.5

1

1.5

1.5

Sortino Ratio

0.17

0.17

0

1

2

3

3

Jensen's Alpha

-2.75

-2.75

-3

0

2

4.5

4.5

Omega Ratio

0.57

0.57

0

1

1.5

2.5

2.5

Treynor Ratio

0.25

0.25

0

0.75

1.25

2

2

Information Ratio

-0.78

-0.78

-1

0.3

0.6

1

1

Calmar Ratio

0.22

0.22

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

16.31

High:

CPNG

222.78

Low:

LAC

-13,850

Details

PEG Ratio

-1,440.41

High:

ASML

157.47

Low:

LAC

-19,389.99

Details

Price/Book

2.32

High:

LAC

1,037.45

Low:

SMG

-13.08

Details

Price/Sales

3.33

High:

LB

38.31

Low:

LAC

-

Details

Price/CF

22.22

High:

GRWG

108.43

Low:

MRX

2.1

Details

Price/FCF

47.24

High:

VIST

1,621.11

Low:

MRX

2.27

Details

P/E Ratio

16.31

High:

CPNG

222.78

Low:

LAC

-13,850

Details

PEG Ratio

-1,440.41

High:

ASML

157.47

Low:

LAC

-19,389.99

Details

Price/Book

2.32

High:

LAC

1,037.45

Low:

SMG

-13.08

Details

Price/Sales

3.33

High:

LB

38.31

Low:

LAC

-

Details

Price/CF

22.22

High:

GRWG

108.43

Low:

MRX

2.1

Details

Price/FCF

47.24

High:

VIST

1,621.11

Low:

MRX

2.27

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-14.74%	Jan 2020	Apr 2021	15
-9.49%	Dec 2021	Feb 2024	26
-1.72%	Dec 2024	Jan 2025	1
-1.58%	Mar 2025	Jun 2025	3
-1.07%	Apr 2024	Jul 2024	3

Monthly Performance