Portfolio of Lincy97 on eToro

Lincy97

🇲🇾 Stock and ETF Investor.

1 copier.

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

Summary

+2.43%

This Month

+12.11%

Year To Date

+44.71%

2 Years

+60.6%

5 Years

+72.46%

10 Years

+11.32%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
22.64%
💻 Electronic Technology
22.1%
💵 Cash
19.89%
💰 Finance
18.52%
🖥️ Technology Services
8.77%
🏭 Industrial Services
4.21%
🍞 Consumer Non Durables
2.47%
🛍️ Retail Trade
1.33%
🚗 Consumer Durables
1.32%
💇‍♀️ Consumer Services
1.18%
🏥 Health Services
0.65%
⛏️ Energy Minerals
0.53%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.2%
🇺🇸 NYSE
40.53%

Countries Breakdown

Country
Total

🇺🇸 United States
55.79%
🇹🇼 Taiwan
5.03%
🇨🇭 Switzerland
0.27%

Dividends

Dividend Yield

1.31%

14 out of 20 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $OKE (5.96%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.72%	5.42%	$3.09
OKE	0.25%	5.96%	$3.89
KO	0.07%	2.91%	$1.89
AAPL	0.06%	0.38%	$0.97
MSFT	0.05%	0.63%	$3
BAC	0.04%	2.05%	$0.96
TSM	0.04%	0.82%	$1.74
V	0.02%	0.68%	$2.01
UNH	0.02%	2.32%	$7.74
OXY	0.01%	2.29%	$0.8
DIS	0.01%	0.9%	$0.75
COST	0.01%	0.55%	$19.22
MCD	0.01%	2.33%	$6.53
CB	0%	1.36%	$3.49

Next Dividends

Stock	Type	Date	Pay Per Share
COST	Ex-Dividend	Oct 31, 2025	$1.30
O	Ex-Dividend	Oct 31, 2025	$0.27
OKE	Ex-Dividend	Nov 3, 2025	$1.03
COST	Pay Day	Nov 14, 2025	$1.30
OKE	Pay Day	Nov 14, 2025	$1.03
O	Pay Day	Nov 14, 2025	$0.27
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 3.9/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-2.94

-3

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.81

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.87

Jensen's Alpha

-2.94

-3

4.5

Omega Ratio

0.6

1.5

2.5

Treynor Ratio

0.81

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.27

High:

TSLA

302.3

Low:

11.76

Details

PEG Ratio

10,484.15

High:

AAPL

27,777.02

Low:

DIS

12.17

Details

Price/Book

17.88

High:

AAPL

60.67

Low:

MCD

-80.15

Details

Price/Sales

10.08

High:

17.52

Low:

UNH

0.79

Details

Price/CF

26.73

High:

TSLA

99.57

Low:

OXY

3.49

Details