Portfolio of Lucacerv on eToro

Lucacerv

🇨🇭 Stock Quant 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

+10.15%

This Month

+10.86%

Year To Date

+62.12%

2 Years

+60.45%

5 Years

+89.71%

10 Years

+12.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.51%
🪨 Non Energy Minerals
20.8%
💵 Cash
13.76%
💻 Electronic Technology
11.86%
⛏️ Energy Minerals
4.76%
📡 Communications
4.69%
🖥️ Technology Services
4.39%
🏭 Industrial Services
3.75%
📊 ETFs
2.87%
🛍️ Retail Trade
2.76%
🚚 Transportation
2.71%
📦 Distribution Services
1.61%
🧬 Health Technology
1.48%
🧩 Miscellaneous
1.46%
🚗 Consumer Durables
1.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
57.77%
🇺🇸 Nasdaq
25.28%
🇬🇧 LSE
1.61%
🇩🇪 FRA
1.55%
🇫🇷 Euronext Paris
1.54%
🇪🇸 Bolsa De Madrid
1.21%

Countries Breakdown

Country
Total

🇺🇸 United States
37.59%
🇨🇦 Canada
9.48%
🇱🇺 Luxembourg
3.83%
🇬🇧 United Kingdom
3.15%
🇫🇷 France
3.06%
🇲🇽 Mexico
3.01%
🇮🇪 Ireland
2.97%
🇩🇪 Germany
2.95%
🇿🇦 South Africa
2.88%
🇬🇷 Greece
2.71%
🇰🇾 Cayman Islands
2.26%
🇵🇪 Peru
2.01%
🇧🇷 Brazil
1.67%
🇰🇷 South Korea
1.64%
🇨🇭 Switzerland
1.61%
🇦🇪 United Arab Emirates
1.34%
🇦🇷 Argentina
1.26%
🇪🇸 Spain
1.21%

Dividends

Dividend Yield

1.73%

33 out of 50 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $IRS (9.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR	0.13%	8.07%	$1.73
IRS	0.11%	9.03%	$1.57
AU	0.11%	3.35%	$0.22
PINE	0.09%	5.82%	$1.1
BNP.PA	0.09%	5.56%	$4.6
BWMX	0.09%	6.31%	$1.39
GTY	0.08%	5.62%	-
GFI	0.07%	2.46%	$0.31
ALV.DE	0.07%	4.39%	$13.8
HASI	0.07%	4.15%	$1.62
BAP	0.06%	3.23%	$9.27
HST	0.06%	3.83%	$0.78
B	0.06%	1.97%	$0.4
TIGO	0.06%	3.6%	-
XHR	0.06%	3.41%	$0.44
AUB	0.05%	3.67%	$1.26
VLY	0.05%	3.24%	$0.44
REP.MC	0.05%	4.01%	$0.73
DRH	0.05%	3.14%	$0.12
SHIP	0.04%	2.92%	$0.1
CFG	0.04%	2.71%	$1.68
AMX	0.04%	2.13%	$0.53
DBO	0.03%	2.18%	-
SHG	0.03%	1.93%	$1.23
HPE	0.03%	1.95%	$0.51
GLEN.L	0.03%	1.81%	$0.1
DSX	0.02%	1.55%	$0.45
NEXA	0.02%	0.83%	$0.19
NEM	0.01%	0.88%	$1.3
AER	0.01%	0.83%	$0.25
GM	0.01%	0.78%	$0.42
MU	0.01%	0.11%	$0.46
ORLA	0%	0.09%	-

Next Dividends

Stock	Type	Date	Pay Per Share
HPE	Pay Day	Apr 23, 2026	$0.14
CFG	Ex-Dividend	Apr 30, 2026	$0.46
GLEN.L	Ex-Dividend	May 6, 2026	$0.09
CFG	Pay Day	May 14, 2026	$0.46
BNP.PA	Ex-Dividend	May 18, 2026	$3.06
BNP.PA	Pay Day	May 20, 2026	$3.06
GLEN.L	Pay Day	Jun 3, 2026	$0.09
REP.MC	Ex-Dividend	Jul 6, 2026	$0.59
REP.MC	Pay Day	Jul 8, 2026	$0.59
NEXA	Ex-Dividend	Jul 28, 2026	$0.13
NEXA	Pay Day	Aug 11, 2026	$0.13

Performance Metrics

Score 3.8/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.65

Jensen's Alpha

-2

-3

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.65

Jensen's Alpha

-2

-3

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

21.94

High:

GLEN.L

239

Low:

HPE

-140.12

Details

PEG Ratio

43.85

High:

ORLA

399.81

Low:

FSLY

-111.41

Details

Price/Book

3.79

High:

CLS

20.53

Low:

DSX

0.6

Details

Price/Sales

2.67

High:

CRDO

28.89

Low:

LUXE

0.33

Details

Price/CF

10.39

High:

CRDO

70.78

Low:

PBR

2.23

Details

Price/FCF

23.79

High:

REP.MC

1,173.25

Low:

ENVA

2.34

Details

P/E Ratio

21.94

High:

GLEN.L

239

Low:

HPE

-140.12

Details

PEG Ratio

43.85

High:

ORLA

399.81

Low:

FSLY

-111.41

Details

Price/Book

3.79

High:

CLS

20.53

Low:

DSX

0.6

Details

Price/Sales

2.67

High:

CRDO

28.89

Low:

LUXE

0.33

Details

Price/CF

10.39

High:

CRDO

70.78

Low:

PBR

2.23

Details

Price/FCF

23.79

High:

REP.MC

1,173.25

Low:

ENVA

2.34

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-38.41%	Nov 2021	Nov 2024	36
-8.82%	Feb 2025	Jun 2025	4
-8%	Mar 2026	Apr 2026	1
-7.46%	May 2020	Jun 2020	1
-6.24%	Jul 2020	Nov 2020	4
-4.95%	Dec 2024	Jan 2025	1
-3.99%	Sep 2021	Oct 2021	1
-2.05%	Jul 2025	Aug 2025	1
-1.39%	Jul 2021	Aug 2021	1
-1.29%	Feb 2021	Jun 2021	4
-0.5%	Oct 2025	Nov 2025	1

Monthly Performance

Portfolio of Lucacerv on eToro

Lucacerv

🇨🇭 Stock Quant 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

+10.15%

This Month

+10.86%

Year To Date

+62.12%

2 Years

+60.45%

5 Years

+89.71%

10 Years

+12.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.51%
🪨 Non Energy Minerals
20.8%
💵 Cash
13.76%
💻 Electronic Technology
11.86%
⛏️ Energy Minerals
4.76%
📡 Communications
4.69%
🖥️ Technology Services
4.39%
🏭 Industrial Services
3.75%
📊 ETFs
2.87%
🛍️ Retail Trade
2.76%
🚚 Transportation
2.71%
📦 Distribution Services
1.61%
🧬 Health Technology
1.48%
🧩 Miscellaneous
1.46%
🚗 Consumer Durables
1.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
57.77%
🇺🇸 Nasdaq
25.28%
🇬🇧 LSE
1.61%
🇩🇪 FRA
1.55%
🇫🇷 Euronext Paris
1.54%
🇪🇸 Bolsa De Madrid
1.21%

Countries Breakdown

Country
Total

🇺🇸 United States
37.59%
🇨🇦 Canada
9.48%
🇱🇺 Luxembourg
3.83%
🇬🇧 United Kingdom
3.15%
🇫🇷 France
3.06%
🇲🇽 Mexico
3.01%
🇮🇪 Ireland
2.97%
🇩🇪 Germany
2.95%
🇿🇦 South Africa
2.88%
🇬🇷 Greece
2.71%
🇰🇾 Cayman Islands
2.26%
🇵🇪 Peru
2.01%
🇧🇷 Brazil
1.67%
🇰🇷 South Korea
1.64%
🇨🇭 Switzerland
1.61%
🇦🇪 United Arab Emirates
1.34%
🇦🇷 Argentina
1.26%
🇪🇸 Spain
1.21%

Dividends

Dividend Yield

1.73%

33 out of 50 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $IRS (9.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR	0.13%	8.07%	$1.73
IRS	0.11%	9.03%	$1.57
AU	0.11%	3.35%	$0.22
PINE	0.09%	5.82%	$1.1
BNP.PA	0.09%	5.56%	$4.6
BWMX	0.09%	6.31%	$1.39
GTY	0.08%	5.62%	-
GFI	0.07%	2.46%	$0.31
ALV.DE	0.07%	4.39%	$13.8
HASI	0.07%	4.15%	$1.62
BAP	0.06%	3.23%	$9.27
HST	0.06%	3.83%	$0.78
B	0.06%	1.97%	$0.4
TIGO	0.06%	3.6%	-
XHR	0.06%	3.41%	$0.44
AUB	0.05%	3.67%	$1.26
VLY	0.05%	3.24%	$0.44
REP.MC	0.05%	4.01%	$0.73
DRH	0.05%	3.14%	$0.12
SHIP	0.04%	2.92%	$0.1
CFG	0.04%	2.71%	$1.68
AMX	0.04%	2.13%	$0.53
DBO	0.03%	2.18%	-
SHG	0.03%	1.93%	$1.23
HPE	0.03%	1.95%	$0.51
GLEN.L	0.03%	1.81%	$0.1
DSX	0.02%	1.55%	$0.45
NEXA	0.02%	0.83%	$0.19
NEM	0.01%	0.88%	$1.3
AER	0.01%	0.83%	$0.25
GM	0.01%	0.78%	$0.42
MU	0.01%	0.11%	$0.46
ORLA	0%	0.09%	-

Next Dividends

Stock	Type	Date	Pay Per Share
HPE	Pay Day	Apr 23, 2026	$0.14
CFG	Ex-Dividend	Apr 30, 2026	$0.46
GLEN.L	Ex-Dividend	May 6, 2026	$0.09
CFG	Pay Day	May 14, 2026	$0.46
BNP.PA	Ex-Dividend	May 18, 2026	$3.06
BNP.PA	Pay Day	May 20, 2026	$3.06
GLEN.L	Pay Day	Jun 3, 2026	$0.09
REP.MC	Ex-Dividend	Jul 6, 2026	$0.59
REP.MC	Pay Day	Jul 8, 2026	$0.59
NEXA	Ex-Dividend	Jul 28, 2026	$0.13
NEXA	Pay Day	Aug 11, 2026	$0.13

Performance Metrics

Score 3.8/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.65

Jensen's Alpha

-2

-3

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.39

0.5

1.5

Sortino Ratio

0.65

Jensen's Alpha

-2

-3

4.5

Omega Ratio

0.78

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.28

-1

0.3

0.6

Calmar Ratio

1,173.25

Low:

ENVA

2.34

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-38.41%	Nov 2021	Nov 2024	36
-8.82%	Feb 2025	Jun 2025	4
-8%	Mar 2026	Apr 2026	1
-7.46%	May 2020	Jun 2020	1
-6.24%	Jul 2020	Nov 2020	4
-4.95%	Dec 2024	Jan 2025	1
-3.99%	Sep 2021	Oct 2021	1
-2.05%	Jul 2025	Aug 2025	1
-1.39%	Jul 2021	Aug 2021	1
-1.29%	Feb 2021	Jun 2021	4
-0.5%	Oct 2025	Nov 2025	1