Portfolio of InvestmentLION on eToro

InvestmentLION

🇩🇪 Stock Multi-Strategy Investor.

4 copiers.

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

Summary

+2.67%

This Month

+11.52%

Year To Date

+28.22%

2 Years

+40.99%

5 Years

+41.85%

10 Years

+7.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
20.13%
💰 Finance
13.21%
💵 Cash
12.57%
💻 Electronic Technology
11.5%
🖥️ Technology Services
9.87%
🏥 Health Services
5.22%
🪨 Non Energy Minerals
4.45%
🏭 Industrial Services
4.13%
🚗 Consumer Durables
4.04%
⛏️ Energy Minerals
3.2%
🧩 Miscellaneous
2.06%
💇‍♀️ Consumer Services
1.97%
📊 ETFs
1.73%
❓ Other
1.47%
🚚 Transportation
1.43%
🧪 Process Industries
1.31%
🧬 Health Technology
0.74%
🛠️ Producer Manufacturing
0.67%
💼 Commercial Services
0.66%
📡 Communications
0.47%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.59%
🇩🇪 FRA
20.76%
🇺🇸 Nasdaq
16.27%
🇬🇧 LSE
2.87%
🇩🇪 Xetra ETFs
1.73%
🇳🇱 Euronext Amsterdam
1.64%
🇪🇸 Bolsa De Madrid
1.41%

Countries Breakdown

Country
Total

🇺🇸 United States
43.75%
🇩🇪 Germany
20.76%
🇬🇧 United Kingdom
7.32%
🇹🇼 Taiwan
3.61%
🇮🇹 Italy
3.2%
🇲🇽 Mexico
1.8%
🇳🇱 Netherlands
1.64%
🇪🇸 Spain
1.41%
🇩🇰 Denmark
0.74%
🇯🇵 Japan
0.5%
🇨🇳 China
0.34%

Dividends

Dividend Yield

2.13%

32 out of 39 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VNA.DE (7.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NKE	0.26%	4.37%	$1.45
ALV.DE	0.24%	3.96%	$13.8
RIO	0.23%	5.23%	$4.34
PG	0.2%	2.72%	$3.83
VNA.DE	0.11%	7.54%	$0.9
PEP	0.1%	4.37%	$5.15
LTC.US	0.08%	5.32%	$2.28
MUV2.DE	0.08%	4.4%	$15
FME.DE	0.07%	3.94%	$1.19
WM	0.07%	1.59%	$2.9
LHA.DE	0.06%	4.51%	$0.3
REP.MC	0.06%	4.41%	$0.73
MCD	0.06%	3.07%	$6.53
HNR1.DE	0.06%	4.57%	$7.2
BAS.DE	0.06%	4.28%	$3.4
UNH	0.06%	2.18%	$7.74
SJM	0.05%	3.46%	$4.24
SHA0.DE	0.03%	5.07%	$0.45
RACE	0.03%	1.03%	$2.64
ULVR.L	0.03%	3.36%	$1.47
TSM	0.03%	0.75%	$1.74
T.US	0.02%	4.75%	$1.11
FRE.DE	0.02%	2.36%	-
KO	0.02%	2.26%	$1.89
AAPL	0.02%	0.31%	$0.97
ADS.DE	0.02%	1.72%	$0.7
HMC	0.02%	3.14%	$0.65
ASML.NV	0.01%	0.53%	$6.1
V	0.01%	0.66%	$2.01
NVO	0.01%	1.04%	$0.98
PYPL	0.01%	0.99%	-
SMT.L	0.01%	0.3%	$0.03

Next Dividends

Stock	Type	Date	Pay Per Share
LTC.US	Ex-Dividend	Oct 22, 2026	$0.19
PG	Ex-Dividend	Oct 24, 2026	$1.09
ASML.NV	Ex-Dividend	Oct 27, 2026	$3.15
T.US	Pay Day	Nov 2, 2026	$0.28
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
V	Ex-Dividend	Nov 11, 2026	$0.67
SJM	Ex-Dividend	Nov 14, 2026	$1.10
SMT.L	Ex-Dividend	Nov 24, 2026	$0.02
MCD	Ex-Dividend	Dec 1, 2026	$1.86
NKE	Ex-Dividend	Dec 1, 2026	$0.41
PEP	Ex-Dividend	Dec 4, 2026	$1.48
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
WM	Ex-Dividend	Dec 11, 2026	$0.94
UNH	Ex-Dividend	Dec 14, 2026	$2.21
KO	Ex-Dividend	Dec 15, 2026	$0.53
TSM	Ex-Dividend	Dec 16, 2026	$0.95
T.US	Ex-Dividend	Jan 9, 2027	$0.28
RIO	Ex-Dividend	Feb 14, 2027	$2.54
NVO	Ex-Dividend	Feb 17, 2027	$1.22
HMC	Ex-Dividend	Mar 30, 2027	$0.66
RACE	Ex-Dividend	Apr 21, 2027	$4.27
SHA0.DE	Ex-Dividend	Apr 24, 2027	$0.47
MUV2.DE	Ex-Dividend	Apr 30, 2027	$28.03
BAS.DE	Ex-Dividend	May 4, 2027	$2.62
HNR1.DE	Ex-Dividend	May 7, 2027	$14.66
ALV.DE	Ex-Dividend	May 8, 2027	$20.04
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
LHA.DE	Ex-Dividend	May 13, 2027	$0.39
FME.DE	Ex-Dividend	May 22, 2027	$1.74
VNA.DE	Ex-Dividend	May 22, 2027	$1.45
FRE.DE	Ex-Dividend	May 25, 2027	$1.22

Performance Metrics

Score 3.8/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-1.7

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.55

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-1.7

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.55

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.66

High:

PLTR

161.4

Low:

HMC

-38.78

Details

PEG Ratio

9.73

High:

NOW

441

Low:

VNA.DE

Details

Price/Book

14.92

High:

PLTR

46.56

Low:

MCD

-161.19

Details

Price/Sales

6.47

High:

PLTR

79.03

Low:

LHA.DE

0.22

Details

Price/CF

23.92

High:

PLTR

88.14

Low:

LHA.DE

3.52

Details

Price/FCF

39.34

High:

NKE

947.69

Low:

TMV.DE

4.34

Details

P/E Ratio

33.66

High:

PLTR

161.4

Low:

HMC

-38.78

Details

Worst Drawdowns

Depth	Start	End	Total months
-13.67%	Nov 2021	Mar 2024	28
-7.21%	Mar 2026	May 2026	2
-5.48%	Oct 2024	May 2025	7
-3.31%	Sep 2026	-	2
-2%	Nov 2025	Jan 2026	2
-1.56%	Jun 2026	Aug 2026	2
-0.95%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of InvestmentLION on eToro

InvestmentLION

🇩🇪 Stock Multi-Strategy Investor.

4 copiers.

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

Summary

+2.67%

This Month

+11.52%

Year To Date

+28.22%

2 Years

+40.99%

5 Years

+41.85%

10 Years

+7.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
20.13%
💰 Finance
13.21%
💵 Cash
12.57%
💻 Electronic Technology
11.5%
🖥️ Technology Services
9.87%
🏥 Health Services
5.22%
🪨 Non Energy Minerals
4.45%
🏭 Industrial Services
4.13%
🚗 Consumer Durables
4.04%
⛏️ Energy Minerals
3.2%
🧩 Miscellaneous
2.06%
💇‍♀️ Consumer Services
1.97%
📊 ETFs
1.73%
❓ Other
1.47%
🚚 Transportation
1.43%
🧪 Process Industries
1.31%
🧬 Health Technology
0.74%
🛠️ Producer Manufacturing
0.67%
💼 Commercial Services
0.66%
📡 Communications
0.47%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.59%
🇩🇪 FRA
20.76%
🇺🇸 Nasdaq
16.27%
🇬🇧 LSE
2.87%
🇩🇪 Xetra ETFs
1.73%
🇳🇱 Euronext Amsterdam
1.64%
🇪🇸 Bolsa De Madrid
1.41%

Countries Breakdown

Country
Total

🇺🇸 United States
43.75%
🇩🇪 Germany
20.76%
🇬🇧 United Kingdom
7.32%
🇹🇼 Taiwan
3.61%
🇮🇹 Italy
3.2%
🇲🇽 Mexico
1.8%
🇳🇱 Netherlands
1.64%
🇪🇸 Spain
1.41%
🇩🇰 Denmark
0.74%
🇯🇵 Japan
0.5%
🇨🇳 China
0.34%

Dividends

Dividend Yield

2.13%

32 out of 39 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $VNA.DE (7.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NKE	0.26%	4.37%	$1.45
ALV.DE	0.24%	3.96%	$13.8
RIO	0.23%	5.23%	$4.34
PG	0.2%	2.72%	$3.83
VNA.DE	0.11%	7.54%	$0.9
PEP	0.1%	4.37%	$5.15
LTC.US	0.08%	5.32%	$2.28
MUV2.DE	0.08%	4.4%	$15
FME.DE	0.07%	3.94%	$1.19
WM	0.07%	1.59%	$2.9
LHA.DE	0.06%	4.51%	$0.3
REP.MC	0.06%	4.41%	$0.73
MCD	0.06%	3.07%	$6.53
HNR1.DE	0.06%	4.57%	$7.2
BAS.DE	0.06%	4.28%	$3.4
UNH	0.06%	2.18%	$7.74
SJM	0.05%	3.46%	$4.24
SHA0.DE	0.03%	5.07%	$0.45
RACE	0.03%	1.03%	$2.64
ULVR.L	0.03%	3.36%	$1.47
TSM	0.03%	0.75%	$1.74
T.US	0.02%	4.75%	$1.11
FRE.DE	0.02%	2.36%	-
KO	0.02%	2.26%	$1.89
AAPL	0.02%	0.31%	$0.97
ADS.DE	0.02%	1.72%	$0.7
HMC	0.02%	3.14%	$0.65
ASML.NV	0.01%	0.53%	$6.1
V	0.01%	0.66%	$2.01
NVO	0.01%	1.04%	$0.98
PYPL	0.01%	0.99%	-
SMT.L	0.01%	0.3%	$0.03

Next Dividends

Stock	Type	Date	Pay Per Share
LTC.US	Ex-Dividend	Oct 22, 2026	$0.19
PG	Ex-Dividend	Oct 24, 2026	$1.09
ASML.NV	Ex-Dividend	Oct 27, 2026	$3.15
T.US	Pay Day	Nov 2, 2026	$0.28
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
V	Ex-Dividend	Nov 11, 2026	$0.67
SJM	Ex-Dividend	Nov 14, 2026	$1.10
SMT.L	Ex-Dividend	Nov 24, 2026	$0.02
MCD	Ex-Dividend	Dec 1, 2026	$1.86
NKE	Ex-Dividend	Dec 1, 2026	$0.41
PEP	Ex-Dividend	Dec 4, 2026	$1.48
PYPL	Ex-Dividend	Dec 4, 2026	$0.14
WM	Ex-Dividend	Dec 11, 2026	$0.94
UNH	Ex-Dividend	Dec 14, 2026	$2.21
KO	Ex-Dividend	Dec 15, 2026	$0.53
TSM	Ex-Dividend	Dec 16, 2026	$0.95
T.US	Ex-Dividend	Jan 9, 2027	$0.28
RIO	Ex-Dividend	Feb 14, 2027	$2.54
NVO	Ex-Dividend	Feb 17, 2027	$1.22
HMC	Ex-Dividend	Mar 30, 2027	$0.66
RACE	Ex-Dividend	Apr 21, 2027	$4.27
SHA0.DE	Ex-Dividend	Apr 24, 2027	$0.47
MUV2.DE	Ex-Dividend	Apr 30, 2027	$28.03
BAS.DE	Ex-Dividend	May 4, 2027	$2.62
HNR1.DE	Ex-Dividend	May 7, 2027	$14.66
ALV.DE	Ex-Dividend	May 8, 2027	$20.04
ADS.DE	Ex-Dividend	May 8, 2027	$3.29
LHA.DE	Ex-Dividend	May 13, 2027	$0.39
FME.DE	Ex-Dividend	May 22, 2027	$1.74
VNA.DE	Ex-Dividend	May 22, 2027	$1.45
FRE.DE	Ex-Dividend	May 25, 2027	$1.22

Performance Metrics

Score 3.8/10

Beta

0.65

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-1.7

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.55

0.3

0.6

Beta

0.65

0.8

1.2

Sharpe Ratio

0.35

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-1.7

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.56

0.75

1.25

Information Ratio

-0.55

-1

0.3

0.6

Calmar Ratio

0.55

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.66

High:

PLTR

161.4

Low:

HMC

-38.78

Details

9.73

High:

NOW

441

Low:

VNA.DE

Details

Price/Book

14.92

High:

PLTR

46.56

Low:

MCD

-161.19

Details

Price/Sales

6.47

High:

PLTR

79.03

Low:

LHA.DE

0.22

Details

Price/CF

23.92

High:

PLTR

88.14

Low:

LHA.DE

3.52

Details

Price/FCF

39.34

High:

NKE

947.69

Low:

TMV.DE

4.34

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.67%	Nov 2021	Mar 2024	28
-7.21%	Mar 2026	May 2026	2
-5.48%	Oct 2024	May 2025	7
-3.31%	Sep 2026	-	2
-2%	Nov 2025	Jan 2026	2
-1.56%	Jun 2026	Aug 2026	2
-0.95%	Jun 2024	Jul 2024	1