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

+0.12%

Today

-1.24%

This Month

+0.73%

Year To Date

+14.25%

2 Years

+31.71%

5 Years

+3.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
30.09%
📊 ETFs
12.79%
💰 Finance
5.57%
⛏️ Energy Minerals
2.69%
🪨 Non Energy Minerals
1.32%
🧪 Process Industries
1.23%
🪙 Cryptocurrencies
1.02%
💇‍♀️ Consumer Services
1.01%
🛍️ Retail Trade
0.81%
💻 Electronic Technology
0.61%
⚡ Utilities
0.6%
🧬 Health Technology
0.35%
🚗 Consumer Durables
0.32%
🍞 Consumer Non Durables
0.19%
🏥 Health Services
0.17%
🖥️ Technology Services
0.11%
📡 Communications
0.1%
💼 Commercial Services
0.08%
📦 Distribution Services
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
20.78%
🇺🇸 Nasdaq
5.66%
🌍 Digital Currency
1.02%
🇺🇸 Chicago Board Options Exchange
0.9%
🇭🇰 Hong Kong Exchanges
0.68%
🇬🇧 LSE
0%

Countries Breakdown

Country
Total

🇺🇸 United States
8.72%
🇨🇦 Canada
1.86%
🇦🇷 Argentina
1.73%
🇲🇽 Mexico
0.97%
🇨🇳 China
0.68%
🇨🇭 Switzerland
0.44%
🇳🇱 Netherlands
0.4%
🇬🇧 United Kingdom
0.19%
🇮🇪 Ireland
0.13%
🇧🇲 Bermuda
0.1%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.39%

23 out of 52 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TLT	0.16%	4.12%	-
SPY	0.09%	1.28%	-
OXY	0.02%	2.24%	$0.8
VICI	0.02%	5.32%	$1.66
EWZ	0.01%	7.77%	-
BTI	0.01%	6.93%	$2.92
GOLD.BARRICK	0.01%	2.04%	$0.4
IIPR	0.01%	14.5%	$7.34
DIS	0.01%	1.1%	$0.75
RHP	0.01%	5.13%	$4.3
ARGT	0.01%	1.44%	-
FXI	0.01%	1.5%	-
9988.HK	0.01%	0.85%	$0.98
SMG	0.01%	4.9%	$2.64
ASML	0%	0.86%	$5.57
LH	0%	1.2%	$2.88
TMUS	0%	1.37%	$1.95
YOU	0%	1.78%	$0.35
AAPL	0%	0.47%	$0.97
RVTY	0%	0.29%	$0.28
GOOG	0%	0.49%	$0.2
NVDA	0%	0.04%	$0.02
NVTKL.L	0%	109.46%	-

Next Dividends

Stock	Type	Date	Pay Per Share
ASML	Pay Day	May 6, 2025	$1.92
SMG	Ex-Dividend	May 23, 2025	$0.66
LH	Ex-Dividend	May 29, 2025	$0.72
TMUS	Ex-Dividend	May 30, 2025	$0.88
SMG	Pay Day	Jun 6, 2025	$0.66
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
LH	Pay Day	Jun 11, 2025	$0.72
TMUS	Pay Day	Jun 12, 2025	$0.88
GOOG	Pay Day	Jun 16, 2025	$0.21
FXI	Pay Day	Jun 17, 2025	$0.00
EWZ	Pay Day	Jun 17, 2025	$0.00
DIS	Ex-Dividend	Jun 24, 2025	$0.50
BTI	Ex-Dividend	Jun 27, 2025	$0.75
RVTY	Ex-Dividend	Jul 18, 2025	$0.07
DIS	Pay Day	Jul 23, 2025	$0.50
BTI	Pay Day	Aug 6, 2025	$0.75
RVTY	Pay Day	Aug 8, 2025	$0.07

Performance Metrics

Score 3.2/10

Beta

0.35

0.35

0

0.8

1.2

0

2

Sharpe Ratio

0.15

0.15

0

0.5

1

1.5

1.5

Sortino Ratio

0.2

0.2

0

1

2

3

3

Jensen's Alpha

-2.37

-2.37

-3

0

2

4.5

4.5

Omega Ratio

0.6

0.6

0

1

1.5

2.5

2.5

Treynor Ratio

0.3

0.3

0

0.75

1.25

2

2

Information Ratio

-0.72

-0.72

-1

0.3

0.6

1

1

Calmar Ratio

0.24

0.24

0

0.3

0.6

1

1

Beta

0.35

0.35

0

0.8

1.2

0

2

Sharpe Ratio

0.15

0.15

0

0.5

1

1.5

1.5

Sortino Ratio

0.2

0.2

0

1

2

3

3

Jensen's Alpha

-2.37

-2.37

-3

0

2

4.5

4.5

Omega Ratio

0.6

0.6

0

1

1.5

2.5

2.5

Treynor Ratio

0.3

0.3

0

0.75

1.25

2

2

Information Ratio

-0.72

-0.72

-1

0.3

0.6

1

1

Calmar Ratio

0.24

0.24

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

14.32

High:

CPNG

282.51

Low:

LAC

-14,100

Details

PEG Ratio

-1,982.09

High:

VICI

365.37

Low:

LAC

-19,739.99

Details

Price/Book

2.01

High:

LAC

1,000

Low:

SMG

-6.44

Details

Price/Sales

3.23

High:

NVDA

20.59

Low:

LAC

-

Details

Price/CF

26.94

High:

GRWG

108.43

Low:

YPF

3.03

Details

Price/FCF

62.69

High:

VIST

1,621.11

Low:

SNDL

4.84

Details

P/E Ratio

14.32

High:

CPNG

282.51

Low:

LAC

-14,100

Details

PEG Ratio

-1,982.09

High:

VICI

365.37

Low:

LAC

-19,739.99

Details

Price/Book

2.01

High:

LAC

1,000

Low:

SMG

-6.44

Details

Price/Sales

3.23

High:

NVDA

20.59

Low:

LAC

-

Details

Price/CF

26.94

High:

GRWG

108.43

Low:

YPF

3.03

Details

Price/FCF

62.69

High:

VIST

1,621.11

Low:

SNDL

4.84

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
-1.49%	Mar 2025	-	2
-1.07%	Apr 2024	Jul 2024	3

Monthly Performance