Portfolio of sergiosanz97 on eToro

sergiosanz97

🇪🇸 Stock Value Investor.

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

Overview

Summary

+5.1%

This Month

+2%

Year To Date

+146.25%

2 Years

+32.9%

5 Years

+16.39%

10 Years

+2.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
27.52%
🖥️ Technology Services
18.28%
🏭 Industrial Services
14.9%
🧬 Health Technology
14.16%
💻 Electronic Technology
13.33%
⛏️ Energy Minerals
11.74%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
59.41%
🇺🇸 NYSE
25.62%
🇳🇴 Oslo Stock Exchange
14.9%

Countries Breakdown

Country
Total

🇺🇸 United States
57.54%
🇳🇱 Netherlands
27.49%
🇳🇴 Norway
14.9%

Dividends

Dividend Yield

0.77%

3 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $XOM (2.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KO	0.38%	2.73%	$1.89
XOM	0.32%	2.73%	$3.76
ASML	0.07%	0.51%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.44

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-1.4

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-1.4

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.16

High:

ASML

49.19

Low:

TTWO

-9.69

Details

PEG Ratio

96.56

High:

ASML

186.21

Low:

BWE.OL

54.43

Details

Price/Book

5.24

High:

ASML

23.71

Low:

BWE.OL

1.36

Details

Price/Sales

4.05

High:

ASML

14.58

Low:

BWE.OL

1.61

Details

Price/CF

19.21

High:

TTWO

70.92

Low:

XOM

9.81

Details

Price/FCF

73.21

High:

LWAY

303.25

Low:

ADBE

10.45

Details

P/E Ratio

31.16

High:

ASML

49.19

Low:

TTWO

-9.69

Details

PEG Ratio

96.56

High:

ASML

186.21

Low:

BWE.OL

54.43

Details

Price/Book

5.24

High:

ASML

23.71

Low:

BWE.OL

1.36

Details

Price/Sales

4.05

High:

ASML

14.58

Low:

BWE.OL

1.61

Details

Price/CF

19.21

High:

TTWO

70.92

Low:

XOM

9.81

Details

Price/FCF

73.21

High:

LWAY

303.25

Low:

ADBE

10.45

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-63.6%	Mar 2021	Aug 2025	53
-4.02%	Feb 2026	Apr 2026	2
-1.36%	Oct 2025	Nov 2025	1

Monthly Performance

Portfolio of sergiosanz97 on eToro

sergiosanz97

🇪🇸 Stock Value Investor.

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

Summary

+5.1%

This Month

+2%

Year To Date

+146.25%

2 Years

+32.9%

5 Years

+16.39%

10 Years

+2.89%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
27.52%
🖥️ Technology Services
18.28%
🏭 Industrial Services
14.9%
🧬 Health Technology
14.16%
💻 Electronic Technology
13.33%
⛏️ Energy Minerals
11.74%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
59.41%
🇺🇸 NYSE
25.62%
🇳🇴 Oslo Stock Exchange
14.9%

Countries Breakdown

Country
Total

🇺🇸 United States
57.54%
🇳🇱 Netherlands
27.49%
🇳🇴 Norway
14.9%

Dividends

Dividend Yield

0.77%

3 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $XOM (2.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KO	0.38%	2.73%	$1.89
XOM	0.32%	2.73%	$3.76
ASML	0.07%	0.51%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

0.44

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-1.4

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

0.09

0.5

1.5

Sortino Ratio

0.14

Jensen's Alpha

-1.4

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.48

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

303.25

Low:

ADBE

10.45

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-63.6%	Mar 2021	Aug 2025	53
-4.02%	Feb 2026	Apr 2026	2
-1.36%	Oct 2025	Nov 2025	1