Portfolio of LucaBroglia on eToro

LucaBroglia

🇮🇹 Multi-Strategy Stock 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

Today

-5.59%

This Month

-7.95%

Year To Date

+23.13%

2 Years

+28.03%

5 Years

+10.04%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
21.24%
🍞 Consumer Non Durables
13.37%
🧬 Health Technology
13.15%
💻 Electronic Technology
9.71%
🖥️ Technology Services
9.57%
🧪 Process Industries
7.73%
💼 Commercial Services
7.1%
🛠️ Producer Manufacturing
6.89%
🚗 Consumer Durables
4.25%
🪨 Non Energy Minerals
3.73%
⚡ Utilities
3.21%
💵 Cash
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.65%
🇺🇸 Nasdaq
33.82%
🇮🇹 Borsa Italiana
9.28%
🇳🇴 Oslo Stock Exchange
1.84%
🇫🇷 Euronext Paris
1.34%

Countries Breakdown

Country
Total

🇺🇸 United States
80.65%
🇮🇹 Italy
9.28%
🇩🇰 Denmark
4.91%
🇨🇴 Colombia
1.91%
🇳🇴 Norway
1.84%
🇫🇷 France
1.34%

Dividends

Dividend Yield

1.39%

26 out of 38 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $BMED.MI (7.54%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BMED.MI	0.17%	7.54%	$0.7
BAC	0.16%	2.73%	$0.96
KO	0.12%	2.69%	$1.89
NVO	0.1%	2.03%	$0.98
TROW	0.09%	5.79%	$4.92
NHY.OL	0.08%	4.26%	$2.5
OC	0.07%	1.87%	$2.24
CL	0.06%	2.12%	$1.96
TIP.MI	0.06%	2.05%	$0.15
RF.PA	0.06%	4.53%	$2.42
MONC.MI	0.05%	2.41%	$1.15
AOS	0.04%	2.12%	$1.26
ZTS	0.04%	1.25%	$1.67
MSFT	0.04%	0.88%	$3
RJF	0.03%	1.42%	$1.77
MMC	0.03%	1.48%	$2.84
BZU.MI	0.03%	1.37%	$0.6
PHM	0.03%	0.88%	$0.76
VST	0.02%	0.76%	$0.85
FSS	0.02%	0.67%	$0.44
OLED	0.02%	1.45%	$1.5
GOOGL	0.02%	0.53%	$0.2
MA	0.02%	0.55%	$2.46
RMD	0.02%	0.97%	$1.92
TGLS	0.01%	0.77%	$0.4
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ZTS	Ex-Dividend	Apr 21, 2025	$0.50
BMED.MI	Ex-Dividend	Apr 22, 2025	$0.72
BMED.MI	Pay Day	Apr 24, 2025	$0.72
AOS	Ex-Dividend	Apr 30, 2025	$0.34
TGLS	Pay Day	Apr 30, 2025	$0.15
MA	Pay Day	May 9, 2025	$0.76
NHY.OL	Ex-Dividend	May 12, 2025	$2.25
MSFT	Ex-Dividend	May 15, 2025	$0.83
CL	Pay Day	May 15, 2025	$0.52
MMC	Pay Day	May 15, 2025	$0.82
AOS	Pay Day	May 15, 2025	$0.34
BZU.MI	Ex-Dividend	May 19, 2025	$0.77
MONC.MI	Ex-Dividend	May 19, 2025	$1.42
NHY.OL	Pay Day	May 20, 2025	$2.25
BZU.MI	Pay Day	May 21, 2025	$0.77
MONC.MI	Pay Day	May 21, 2025	$1.42
ZTS	Pay Day	Jun 3, 2025	$0.50
MSFT	Pay Day	Jun 12, 2025	$0.83
TIP.MI	Ex-Dividend	Jun 23, 2025	$0.17
TIP.MI	Pay Day	Jun 25, 2025	$0.17

Performance Metrics

Score 4.2/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.77

Jensen's Alpha

-1.22

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.51

0.5

1.5

Sortino Ratio

0.77

Jensen's Alpha

-1.22

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.74

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.46

High:

PANW

94.73

Low:

RF.PA

-9.83

Details

PEG Ratio

113.21

High:

MONC.MI

522.01

Low:

PPC

4.98

Details

Price/Book

6.66

High:

366.04

Low:

RF.PA

0.58

Details

Price/Sales

6.55

High:

TIP.MI

1,040.74

Low:

SDHC

0.17

Details

Price/CF

23.61

High:

NVDA

54.98

Low:

PPC

5.49

Details

Price/FCF

43.04

High:

272.99

Low:

CROX

6.88

Details