Effective portfolio of rodriguezsc on eToro

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rodriguezsc

🇦🇷 Growth 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

+0.87%

Today

+3.62%

This Month

-10.21%

Year To Date

+55.11%

2 Years

+114.16%

5 Years

+17.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
25.25%
💰 Finance
17.76%
🖥️ Technology Services
15.79%
🍞 Consumer Non Durables
13.71%
🪙 Cryptocurrencies
4.75%
📡 Communications
4.64%
⛏️ Energy Minerals
4.53%
🛍️ Retail Trade
4.15%
💇‍♀️ Consumer Services
3.4%
📊 ETFs
1.19%
💼 Commercial Services
0.55%
🧬 Health Technology
0.53%
💵 Cash
0.18%
🧪 Process Industries
0.04%
🏥 Health Services
0.04%
⚡ Utilities
0.02%
🚚 Transportation
0.01%
🛠️ Producer Manufacturing
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.78%
🇺🇸 Nasdaq
43.09%
🌍 Digital Currency
4.75%
🇬🇧 LSE
2.53%
🇩🇪 Xetra ETFs
0.13%
🇫🇷 Euronext Paris
0.06%
🇩🇪 FRA
0.02%
🇳🇱 Euronext Amsterdam
0.02%
🇮🇹 Borsa Italiana
0.01%

Countries Breakdown

Country
Total

🇺🇸 United States
85.6%
🇬🇧 United Kingdom
1.97%
🇮🇱 Israel
1.13%
🇧🇷 Brazil
1.06%
🇨🇴 Colombia
0.5%
🇨🇭 Switzerland
0.05%
🇳🇱 Netherlands
0.05%
🇫🇷 France
0.04%
🇩🇪 Germany
0.02%
🇮🇹 Italy
0.01%
🇮🇪 Ireland
0.01%

Dividends

Dividend Yield

1.47%

52 out of 69 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $PBR.A (11.27%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MO	0.26%	7%	$3.92
T	0.18%	3.89%	$1.11
KO	0.14%	2.84%	$1.89
CVX	0.13%	4.68%	$6.28
PBR.A	0.12%	11.27%	$2.21
PG	0.11%	2.58%	$3.83
AVGO	0.08%	0.84%	$19.7
MCD	0.08%	2.4%	$6.53
MSFT	0.06%	0.67%	$3
GPRK	0.05%	9.05%	$0.55
V	0.04%	0.65%	$2.01
WMT	0.04%	0.97%	$0.81
MA	0.04%	0.53%	$2.46
AAPL	0.04%	0.51%	$0.97
PLUS.L	0.03%	5.11%	$1.33
META	0.02%	0.28%	$1
O	0.01%	5.62%	$3.09
KHC	0.01%	6.26%	$1.6
WU	0.01%	11.21%	$0.94
BP.US	0%	6.37%	$1.72
BAC	0%	2.21%	$0.96
AXP	0%	0.96%	$2.6
VOO	0%	1.29%	-
VGK	0%	2.89%	-
NVDA	0%	0.03%	$0.02
VNQ	0%	4.07%	-
OXY	0%	2.19%	$0.8
NRP.NV	0%	8.35%	-
ULVR.L	0%	3.4%	$1.47
QQQ	0%	0.58%	-
ISP.MI	0%	6.99%	$0.3
SIRI	0%	4.71%	$0.1
EOAN.DE	0%	3.52%	$0.53
AI.PA	0%	1.88%	$2.91
IEUR	0%	2.91%	-
CB	0%	1.29%	$3.49
MCO	0%	0.72%	$3.24
XOM	0%	3.64%	$3.76
SGRO.L	0%	4.3%	$0.28
ABBV	0%	3.52%	$6.06
COST	0%	0.49%	$19.22
KR	0%	1.84%	$1.16
GOOG	0%	0.45%	$0.2
FDX	0%	2.46%	$5.16
STZ	0%	2.51%	$3.68
AIR.PA	0%	1.13%	$1.8
ALLY	0%	3.08%	$1.2
COF	0%	1.13%	$2.4
DPZ	0%	1.46%	$5.44
DE	0%	1.26%	$5.76
AON	0%	0.78%	$2.52
VRSN	0%	0.27%	-

Next Dividends

Stock	Type	Date	Pay Per Share
KO	Pay Day	Jul 1, 2025	$0.51
O	Ex-Dividend	Jul 1, 2025	$0.27
AXP	Ex-Dividend	Jul 3, 2025	$0.82
NVDA	Pay Day	Jul 3, 2025	$0.01
CB	Pay Day	Jul 3, 2025	$0.97
FDX	Pay Day	Jul 8, 2025	$1.45
MA	Ex-Dividend	Jul 9, 2025	$0.76
PLUS.L	Pay Day	Jul 9, 2025	$0.40
T	Ex-Dividend	Jul 10, 2025	$0.28
MO	Pay Day	Jul 10, 2025	$1.02
ABBV	Ex-Dividend	Jul 15, 2025	$1.64
OXY	Pay Day	Jul 15, 2025	$0.24
O	Pay Day	Jul 15, 2025	$0.27
T	Pay Day	Aug 1, 2025	$0.28
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
DE	Pay Day	Aug 8, 2025	$1.62
WMT	Ex-Dividend	Aug 15, 2025	$0.24
ABBV	Pay Day	Aug 15, 2025	$1.64
KR	Ex-Dividend	Aug 15, 2025	$0.35
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
KR	Pay Day	Sep 1, 2025	$0.35
WMT	Pay Day	Sep 2, 2025	$0.24
MSFT	Pay Day	Sep 11, 2025	$0.83

Performance Metrics

Score 7.1/10

Beta

0.55

0.55

0

0.8

1.2

0

2

Sharpe Ratio

0.76

0.76

0

0.5

1

1.5

1.5

Sortino Ratio

1.32

1.32

0

1

2

3

3

Jensen's Alpha

9.38

9.38

-2

0

2

10

10

Omega Ratio

1.21

1.21

0

1

1.5

2.5

2.5

Treynor Ratio

2.15

2.15

0

0.75

1.25

3

3

Information Ratio

0.26

0.26

0

0.3

0.6

1

1

Calmar Ratio

0.84

0.84

0

0.3

0.6

1

1

Beta

0.55

0.55

0

0.8

1.2

0

2

Sharpe Ratio

0.76

0.76

0

0.5

1

1.5

1.5

Sortino Ratio

1.32

1.32

0

1

2

3

3

Jensen's Alpha

9.38

9.38

-2

0

2

10

10

Omega Ratio

1.21

1.21

0

1

1.5

2.5

2.5

Treynor Ratio

2.15

2.15

0

0.75

1.25

3

3

Information Ratio

0.26

0.26

0

0.3

0.6

1

1

Calmar Ratio

0.84

0.84

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.81

High:

AVGO

101.25

Low:

STZ

-330.12

Details

PEG Ratio

1,031.44

High:

KO

10,046.38

Low:

LLYVK

-57.78

Details

Price/Book

14.64

High:

ABBV

226.77

Low:

MCD

-60.35

Details

Price/Sales

9.34

High:

NVDA

26.14

Low:

KR

0.32

Details

Price/CF

25.3

High:

KO

282.33

Low:

GPRK

1.53

Details

Price/FCF

46.1

High:

SGRO.L

327.54

Low:

ISP.MI

3.91

Details

P/E Ratio

37.81

High:

AVGO

101.25

Low:

STZ

-330.12

Details

PEG Ratio

1,031.44

High:

KO

10,046.38

Low:

LLYVK

-57.78

Details

Price/Book

14.64

High:

ABBV

226.77

Low:

MCD

-60.35

Details

Price/Sales

9.34

High:

NVDA

26.14

Low:

KR

0.32

Details

Price/CF

25.3

High:

KO

282.33

Low:

GPRK

1.53

Details

Price/FCF

46.1

High:

SGRO.L

327.54

Low:

ISP.MI

3.91

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.64%	Jan 2025	-	6
-15.62%	Aug 2023	Dec 2023	4
-13.9%	May 2021	May 2023	24
-4.62%	Apr 2024	May 2024	1
-3.19%	Jul 2024	Sep 2024	2
-0.66%	Oct 2020	Nov 2020	1
-0.6%	Feb 2021	Apr 2021	2

Monthly Performance