Portfolio of rcrdortiz on eToro

rcrdortiz

🇪🇸 Stock and ETF Value Investor.

94 copiers.

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

Summary

-0.08%

This Month

+10.93%

Year To Date

+138.49%

2 Years

+55.98%

5 Years

+51.38%

10 Years

+8.65%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.52%
🖥️ Technology Services
19.9%
🧬 Health Technology
8.08%
💇‍♀️ Consumer Services
6.71%
🍞 Consumer Non Durables
6.39%
🛍️ Retail Trade
6.23%
📡 Communications
6.13%
🧪 Process Industries
5.76%
💻 Electronic Technology
4.25%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
63.45%
🇬🇧 LSE
21.11%
🇺🇸 NYSE
15.41%

Countries Breakdown

Country
Total

🇺🇸 United States
57.69%
🇬🇧 United Kingdom
5.76%

Dividends

Dividend Yield

1.33%

10 out of 13 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $BLV (4.61%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BLV	0.46%	4.61%	-
AMGN	0.27%	3.35%	$8.76
PEP	0.24%	3.82%	$5.15
HON	0.09%	2.1%	$4.27
TMUS	0.09%	1.4%	$1.95
LIN	0.07%	1.25%	$5.33
BKNG	0.05%	0.67%	$17.5
GOOG	0.03%	0.35%	$0.2
INTU	0.02%	0.65%	$3.6
CQQQ	0.01%	0.25%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
TMUS	Pay Day	Sep 11, 2025	$0.88
AMGN	Pay Day	Sep 12, 2025	$2.38
GOOG	Pay Day	Sep 15, 2025	$0.21
LIN	Pay Day	Sep 18, 2025	$1.50
PEP	Pay Day	Sep 30, 2025	$1.42
BKNG	Pay Day	Sep 30, 2025	$9.60
INTU	Ex-Dividend	Oct 9, 2025	$1.20
INTU	Pay Day	Oct 17, 2025	$1.20
CQQQ	Pay Day	Dec 27, 2025	$0.00

Performance Metrics

Score 3.6/10

Beta

1.2

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-2.09

-3

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

1.2

0.8

1.2

Sharpe Ratio

0.33

0.5

1.5

Sortino Ratio

0.5

Jensen's Alpha

-2.09

-3

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.01

High:

INTU

48.74

Low:

ADBE

22.02

Details

PEG Ratio

1,852.3

High:

HON

11,483.57

Low:

AMGN

20.71

Details

Price/Book

7.95

High:

AMGN

20.3

Low:

BKNG

-27.21

Details

Price/Sales

5.23

High:

INTU

10.01

Low:

PEP

2.2

Details

Price/CF

17.07

High:

INTU

35.67

Low:

TMUS

10.59

Details

Price/FCF

48.79

High:

PEP

5,253.35

Low:

ADBE

18.87

Details