Portfolio of InvestmentLION on eToro

InvestmentLION

🇩🇪 Stock Multi-Strategy Investor.

5 copiers.

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

Summary

-3.06%

This Month

+3.64%

Year To Date

+23.82%

2 Years

+31.83%

5 Years

+31.83%

10 Years

+5.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
19.38%
💻 Electronic Technology
13%
💰 Finance
12.07%
🖥️ Technology Services
7.59%
🧬 Health Technology
7.58%
🪨 Non Energy Minerals
6.22%
🏥 Health Services
5.68%
🏭 Industrial Services
4.59%
🚗 Consumer Durables
4.4%
🪙 Cryptocurrencies
4.24%
💵 Cash
2.92%
🧩 Miscellaneous
2.37%
🚚 Transportation
2%
📊 ETFs
1.79%
💇‍♀️ Consumer Services
1.6%
🧪 Process Industries
1.5%
⛏️ Energy Minerals
1.33%
🛠️ Producer Manufacturing
1.31%
💼 Commercial Services
0.58%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.14%
🇺🇸 Nasdaq
21.06%
🇩🇪 FRA
20.46%
🌍 Digital Currency
4.24%
🇬🇧 LSE
3.16%
🇳🇱 Euronext Amsterdam
2.03%
🇩🇪 Xetra ETFs
1.79%
🇪🇸 Bolsa De Madrid
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
41.7%
🇩🇪 Germany
20.46%
🇬🇧 United Kingdom
9.39%
🇨🇦 Canada
6.61%
🇹🇼 Taiwan
4.3%
🇮🇹 Italy
3.26%
🇳🇱 Netherlands
2.03%
🇪🇸 Spain
1.33%
🇩🇰 Denmark
0.97%
🇨🇳 China
0.66%
🇯🇵 Japan
0.47%

Dividends

Dividend Yield

2.21%

29 out of 35 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $LTC.US (6.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ALV.DE	0.28%	4.6%	$13.8
RIO	0.24%	3.79%	$4.34
PG	0.23%	3.02%	$3.83
NKE	0.21%	3.76%	$1.45
VNA.DE	0.13%	6.1%	$0.9
PEP	0.12%	4.08%	$5.15
LTC.US	0.1%	6.54%	$2.28
FME.DE	0.08%	3.92%	$1.19
LHA.DE	0.08%	3.94%	$0.3
WM	0.07%	1.63%	$2.9
REP.MC	0.07%	5.59%	$0.73
HNR1.DE	0.07%	5.5%	$7.2
BAS.DE	0.07%	4.4%	$3.4
UNH	0.06%	2.25%	$7.74
SJM	0.06%	4.44%	$4.24
MCD	0.04%	2.68%	$6.53
SHA0.DE	0.04%	3.05%	$0.45
RACE	0.04%	1.19%	$2.64
ULVR.L	0.03%	4.08%	$1.47
TSM	0.03%	0.69%	$1.74
NVO	0.03%	2.81%	$0.98
FRE.DE	0.02%	2.82%	-
KO	0.02%	2.7%	$1.89
AAPL	0.02%	0.34%	$0.97
HMC	0.02%	4.22%	$0.65
ASML.NV	0.01%	0.52%	$6.1
V	0.01%	0.81%	$2.01
SMT.L	0.01%	0.31%	$0.03
PYPL	0.01%	1.01%	-

Next Dividends

Stock	Type	Date	Pay Per Share
TSM	Ex-Dividend	Jun 11, 2026	$0.95
KO	Ex-Dividend	Jun 15, 2026	$0.53
MCD	Pay Day	Jun 16, 2026	$1.86
HMC	Pay Day	Jun 16, 2026	$0.66
WM	Pay Day	Jun 18, 2026	$0.94
LTC.US	Ex-Dividend	Jun 22, 2026	$0.19
PYPL	Pay Day	Jun 25, 2026	$0.14
ULVR.L	Pay Day	Jun 26, 2026	$0.55
PEP	Pay Day	Jun 30, 2026	$1.48
LTC.US	Pay Day	Jun 30, 2026	$0.19
KO	Pay Day	Jul 1, 2026	$0.53
NKE	Pay Day	Jul 1, 2026	$0.41
REP.MC	Ex-Dividend	Jul 6, 2026	$0.59
REP.MC	Pay Day	Jul 8, 2026	$0.59
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 3.3/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.31

Jensen's Alpha

-3.14

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.36

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.43

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.31

Jensen's Alpha

-3.14

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.36

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.43

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.58

High:

PLTR

159.64

Low:

SHA0.DE

-20.38

Details

PEG Ratio

150.18

High:

771.63

Low:

ABCL

-85.49

Details

Price/Book

14.18

High:

AAPL

42.87

Low:

MCD

-150.65

Details

Price/Sales

6.26

High:

PLTR

69.73

Low:

HMC

0.25

Details

Price/CF

21.31

High:

PLTR

138.09

Low:

LHA.DE

2.14

Details

Price/FCF

36.86

High:

REP.MC

1,173.25

Low:

TMV.DE

3.55

Details

P/E Ratio

33.58

High:

PLTR

159.64

Low:

SHA0.DE

-20.38

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
-3.06%	Jun 2026	-	1
-2%	Nov 2025	Jan 2026	2
-0.95%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of InvestmentLION on eToro

InvestmentLION

🇩🇪 Stock Multi-Strategy Investor.

5 copiers.

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

Summary

-3.06%

This Month

+3.64%

Year To Date

+23.82%

2 Years

+31.83%

5 Years

+31.83%

10 Years

+5.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
19.38%
💻 Electronic Technology
13%
💰 Finance
12.07%
🖥️ Technology Services
7.59%
🧬 Health Technology
7.58%
🪨 Non Energy Minerals
6.22%
🏥 Health Services
5.68%
🏭 Industrial Services
4.59%
🚗 Consumer Durables
4.4%
🪙 Cryptocurrencies
4.24%
💵 Cash
2.92%
🧩 Miscellaneous
2.37%
🚚 Transportation
2%
📊 ETFs
1.79%
💇‍♀️ Consumer Services
1.6%
🧪 Process Industries
1.5%
⛏️ Energy Minerals
1.33%
🛠️ Producer Manufacturing
1.31%
💼 Commercial Services
0.58%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.14%
🇺🇸 Nasdaq
21.06%
🇩🇪 FRA
20.46%
🌍 Digital Currency
4.24%
🇬🇧 LSE
3.16%
🇳🇱 Euronext Amsterdam
2.03%
🇩🇪 Xetra ETFs
1.79%
🇪🇸 Bolsa De Madrid
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
41.7%
🇩🇪 Germany
20.46%
🇬🇧 United Kingdom
9.39%
🇨🇦 Canada
6.61%
🇹🇼 Taiwan
4.3%
🇮🇹 Italy
3.26%
🇳🇱 Netherlands
2.03%
🇪🇸 Spain
1.33%
🇩🇰 Denmark
0.97%
🇨🇳 China
0.66%
🇯🇵 Japan
0.47%

Dividends

Dividend Yield

2.21%

29 out of 35 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $LTC.US (6.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ALV.DE	0.28%	4.6%	$13.8
RIO	0.24%	3.79%	$4.34
PG	0.23%	3.02%	$3.83
NKE	0.21%	3.76%	$1.45
VNA.DE	0.13%	6.1%	$0.9
PEP	0.12%	4.08%	$5.15
LTC.US	0.1%	6.54%	$2.28
FME.DE	0.08%	3.92%	$1.19
LHA.DE	0.08%	3.94%	$0.3
WM	0.07%	1.63%	$2.9
REP.MC	0.07%	5.59%	$0.73
HNR1.DE	0.07%	5.5%	$7.2
BAS.DE	0.07%	4.4%	$3.4
UNH	0.06%	2.25%	$7.74
SJM	0.06%	4.44%	$4.24
MCD	0.04%	2.68%	$6.53
SHA0.DE	0.04%	3.05%	$0.45
RACE	0.04%	1.19%	$2.64
ULVR.L	0.03%	4.08%	$1.47
TSM	0.03%	0.69%	$1.74
NVO	0.03%	2.81%	$0.98
FRE.DE	0.02%	2.82%	-
KO	0.02%	2.7%	$1.89
AAPL	0.02%	0.34%	$0.97
HMC	0.02%	4.22%	$0.65
ASML.NV	0.01%	0.52%	$6.1
V	0.01%	0.81%	$2.01
SMT.L	0.01%	0.31%	$0.03
PYPL	0.01%	1.01%	-

Next Dividends

Stock	Type	Date	Pay Per Share
TSM	Ex-Dividend	Jun 11, 2026	$0.95
KO	Ex-Dividend	Jun 15, 2026	$0.53
MCD	Pay Day	Jun 16, 2026	$1.86
HMC	Pay Day	Jun 16, 2026	$0.66
WM	Pay Day	Jun 18, 2026	$0.94
LTC.US	Ex-Dividend	Jun 22, 2026	$0.19
PYPL	Pay Day	Jun 25, 2026	$0.14
ULVR.L	Pay Day	Jun 26, 2026	$0.55
PEP	Pay Day	Jun 30, 2026	$1.48
LTC.US	Pay Day	Jun 30, 2026	$0.19
KO	Pay Day	Jul 1, 2026	$0.53
NKE	Pay Day	Jul 1, 2026	$0.41
REP.MC	Ex-Dividend	Jul 6, 2026	$0.59
REP.MC	Pay Day	Jul 8, 2026	$0.59
TSM	Pay Day	Jul 9, 2026	$0.95

Performance Metrics

Score 3.3/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.31

Jensen's Alpha

-3.14

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.36

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.43

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.22

0.5

1.5

Sortino Ratio

0.31

Jensen's Alpha

-3.14

-4

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.36

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

0.43

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.58

High:

PLTR

159.64

Low:

SHA0.DE

-20.38

Details

150.18

High:

771.63

Low:

ABCL

-85.49

Details

Price/Book

14.18

High:

AAPL

42.87

Low:

MCD

-150.65

Details

Price/Sales

6.26

High:

PLTR

69.73

Low:

HMC

0.25

Details

Price/CF

21.31

High:

PLTR

138.09

Low:

LHA.DE

2.14

Details

Price/FCF

36.86

High:

REP.MC

1,173.25

Low:

TMV.DE

3.55

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
-3.06%	Jun 2026	-	1
-2%	Nov 2025	Jan 2026	2
-0.95%	Jun 2024	Jul 2024	1