Portfolio of LucaBroglia on eToro

LucaBroglia

🇮🇹 Stock Multi-Strategy Investor.

6 copiers.

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

Summary

+0.6%

This Month

+12.68%

Year To Date

+54.42%

2 Years

+56.74%

5 Years

+56.74%

10 Years

+16.16%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
15.52%
🍞 Consumer Non Durables
12.4%
🖥️ Technology Services
11.34%
🧪 Process Industries
10.98%
🧬 Health Technology
10.89%
💻 Electronic Technology
8.78%
📊 ETFs
8.74%
🚗 Consumer Durables
7.05%
💼 Commercial Services
6.16%
⚡ Utilities
4.14%
🛍️ Retail Trade
2.07%
🛠️ Producer Manufacturing
1.68%
💵 Cash
0.28%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
44.93%
🇺🇸 Nasdaq
33.38%
🇬🇧 LSE
10.99%
🇮🇹 Borsa Italiana
3.79%
🇩🇪 FRA
2.36%
🇳🇱 Euronext Amsterdam
2.25%
🇪🇸 Bolsa De Madrid
2.07%

Countries Breakdown

Country
Total

🇺🇸 United States
74.83%
🇮🇹 Italy
3.79%
🇩🇰 Denmark
3.48%
🇩🇪 Germany
2.36%
🇬🇧 United Kingdom
2.25%
🇳🇱 Netherlands
2.25%
🇪🇸 Spain
2.07%

Dividends

Dividend Yield

1.28%

24 out of 32 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $CALM (7.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CALM	0.19%	7.56%	$1.87
BMED.MI	0.14%	5.89%	$0.7
BAC	0.13%	2.12%	$0.96
KO	0.12%	2.93%	$1.89
NVO	0.08%	2.17%	$0.98
ULVR.L	0.07%	3.19%	$1.47
ITX.MC	0.07%	3.2%	$1.11
HEN3.DE	0.07%	2.79%	$1.85
OC	0.06%	1.8%	$2.24
CL	0.05%	2.43%	$1.96
MONC.MI	0.04%	2.64%	$1.15
MMC	0.04%	1.63%	$2.84
ZTS	0.04%	1.27%	$1.67
AOS	0.03%	1.92%	$1.26
MSFT	0.03%	0.66%	$3
RJF	0.03%	1.2%	$1.77
ASML.NV	0.02%	1.02%	$6.1
PHM	0.02%	0.65%	$0.76
VST	0.02%	0.48%	$0.85
GOOGL	0.02%	0.36%	$0.2
FSS	0.02%	0.44%	$0.44
MA	0.01%	0.5%	$2.46
RMD	0.01%	0.81%	$1.92
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
BAC	Ex-Dividend	Sep 5, 2025	$0.28
GOOGL	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
ULVR.L	Pay Day	Sep 12, 2025	$0.52
KO	Ex-Dividend	Sep 15, 2025	$0.51
GOOGL	Pay Day	Sep 15, 2025	$0.21
PHM	Ex-Dividend	Sep 16, 2025	$0.22
RMD	Pay Day	Sep 18, 2025	$0.60
VST	Ex-Dividend	Sep 19, 2025	$0.23
BAC	Pay Day	Sep 26, 2025	$0.28
VST	Pay Day	Sep 30, 2025	$0.23
KO	Pay Day	Oct 1, 2025	$0.51
RJF	Ex-Dividend	Oct 1, 2025	$0.50
NVDA	Pay Day	Oct 2, 2025	$0.01
PHM	Pay Day	Oct 2, 2025	$0.22
RJF	Pay Day	Oct 15, 2025	$0.50
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
ITX.MC	Pay Day	Nov 3, 2025	$0.92

Performance Metrics

Score 4.7/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.73

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

-1.3

-2

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

1.28

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.73

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

-1.3

-2

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

1.28

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.89

High:

PANW

119.7

Low:

CALM

4.43

Details

PEG Ratio

180.36

High:

MMC

808.43

Low:

CALM

1.31

Details

Price/Book

9.38

High:

96.49

Low:

BAC

1.35

Details

Price/Sales

9.17

High:

NVDA

25.33

Low:

PPC

0.57

Details

Price/CF

25.91

High:

233.26

Low:

CALM

3.8

Details