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

Today

+0.5%

This Month

+6.83%

Year To Date

+37.45%

2 Years

+48.6%

5 Years

+15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
16.31%
🍞 Consumer Non Durables
12.63%
🖥️ Technology Services
11.45%
🧬 Health Technology
11.39%
🧪 Process Industries
11.23%
🚗 Consumer Durables
7%
💻 Electronic Technology
6.61%
💼 Commercial Services
5.65%
📊 ETFs
5.31%
⚡ Utilities
5.21%
🪨 Non Energy Minerals
3.15%
🛍️ Retail Trade
2.17%
🛠️ Producer Manufacturing
1.76%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.57%
🇺🇸 Nasdaq
31.39%
🇬🇧 LSE
7.51%
🇮🇹 Borsa Italiana
5.28%
🇩🇪 FRA
2.33%
🇪🇸 Bolsa De Madrid
2.17%
🇳🇴 Oslo Stock Exchange
1.6%

Countries Breakdown

Country
Total

🇺🇸 United States
75.61%
🇩🇰 Denmark
5.36%
🇮🇹 Italy
5.28%
🇩🇪 Germany
2.33%
🇬🇧 United Kingdom
2.2%
🇪🇸 Spain
2.17%
🇳🇴 Norway
1.6%

Dividends

Dividend Yield

1.42%

25 out of 33 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $BMED.MI (6.75%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAC	0.16%	2.2%	$0.96
CALM	0.16%	6.39%	$1.87
BMED.MI	0.15%	6.75%	$0.7
KO	0.12%	2.88%	$1.89
NVO	0.1%	1.84%	$0.98
ULVR.L	0.07%	3.39%	$1.47
ITX.MC	0.07%	3.24%	$1.11
HEN3.DE	0.07%	3.01%	$1.85
OC	0.06%	1.91%	$2.24
NHY.OL	0.06%	3.7%	$2.5
CL	0.05%	2.35%	$1.96
MONC.MI	0.04%	2.58%	$1.15
ZTS	0.04%	1.3%	$1.67
MSFT	0.04%	0.65%	$3
AOS	0.03%	1.93%	$1.26
RJF	0.03%	1.21%	$1.77
MMC	0.03%	1.58%	$2.84
VST	0.02%	0.46%	$0.85
PHM	0.02%	0.79%	$0.76
BZU.MI	0.02%	1.52%	$0.6
FSS	0.02%	0.48%	$0.44
GOOGL	0.02%	0.44%	$0.2
MA	0.02%	0.53%	$2.46
RMD	0.01%	0.82%	$1.92
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MMC	Ex-Dividend	Jul 24, 2025	$0.90
AOS	Ex-Dividend	Jul 31, 2025	$0.34
OC	Pay Day	Aug 7, 2025	$0.69
MA	Pay Day	Aug 8, 2025	$0.76
CL	Pay Day	Aug 15, 2025	$0.52
MMC	Pay Day	Aug 15, 2025	$0.90
AOS	Pay Day	Aug 15, 2025	$0.34
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
ZTS	Pay Day	Sep 3, 2025	$0.50
MSFT	Pay Day	Sep 11, 2025	$0.83
KO	Ex-Dividend	Sep 15, 2025	$0.51
KO	Pay Day	Oct 1, 2025	$0.51
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
ITX.MC	Pay Day	Nov 3, 2025	$0.92

Performance Metrics

Score 4.5/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

-1.39

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

1.19

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

0.99

Jensen's Alpha

-1.39

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

0.91

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

1.19

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.87

High:

PANW

112.03

Low:

CALM

5.23

Details

PEG Ratio

637.68

High:

9,978.59

Low:

CALM

4.41

Details

Price/Book

9.16

High:

193.87

Low:

NHY.OL

1.17

Details

Price/Sales

9.06

High:

NVDA

28.57

Low:

NHY.OL

0.57

Details

Price/CF

21.04

High:

282.33

Low:

CALM

4.3

Details