Portfolio of LucasCrego on eToro

LucasCrego

🇦🇷 Value Stock Investor.

4 copiers.

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

Summary

Today

+0.23%

This Month

+0.1%

Year To Date

+45.74%

2 Years

+117.49%

5 Years

+17.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
17.55%
🍞 Consumer Non Durables
11.43%
🚗 Consumer Durables
10.51%
🛠️ Producer Manufacturing
10.16%
🛍️ Retail Trade
9.49%
💰 Finance
7.12%
💇‍♀️ Consumer Services
7.07%
🖥️ Technology Services
6%
🧬 Health Technology
5.81%
💼 Commercial Services
5.42%
⚡ Utilities
2.93%
🚚 Transportation
2.55%
⛏️ Energy Minerals
2.18%
🪨 Non Energy Minerals
1.18%
💵 Cash
0.59%
🧪 Process Industries
0.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.36%
🇺🇸 Nasdaq
41.89%
🇨🇭 SIX
3.27%
🇫🇷 Euronext Paris
0.95%

Countries Breakdown

Country
Total

🇺🇸 United States
81.46%
🇺🇾 Uruguay
4.62%
🇮🇪 Ireland
4.02%
🇨🇳 China
3.92%
🇨🇭 Switzerland
3.27%
🇨🇦 Canada
1.24%
🇫🇷 France
0.95%

Dividends

Dividend Yield

1.88%

20 out of 30 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $F (7.31%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.25%	7.28%	$1.66
F	0.19%	7.31%	$0.78
UPS	0.17%	6.66%	$6.5
BAC	0.16%	2.31%	$0.96
QCOM	0.14%	2.31%	$3.25
MMM	0.12%	1.97%	$5.21
KO	0.12%	2.79%	$1.89
NESN.ZU	0.11%	3.52%	$3
NKE	0.09%	2.5%	$1.45
NEE	0.09%	3%	$1.97
JNJ	0.08%	3.24%	$4.81
CA.PA	0.07%	7.12%	$0.87
INTC	0.06%	2.49%	$0.5
JCI	0.06%	1.43%	$1.48
OXY	0.05%	2.16%	$0.8
DIS	0.04%	0.88%	$0.75
BABA	0.03%	0.86%	$0.98
B	0.02%	1.95%	$0.4
MSFT	0.01%	0.69%	$3
GOOGL	0.01%	0.47%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
JNJ	Pay Day	Jun 10, 2025	$1.30
OXY	Ex-Dividend	Jun 10, 2025	$0.24
MSFT	Pay Day	Jun 12, 2025	$0.83
MMM	Pay Day	Jun 12, 2025	$0.73
BABA	Ex-Dividend	Jun 12, 2025	$0.95
KO	Ex-Dividend	Jun 13, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
NEE	Pay Day	Jun 16, 2025	$0.57
B	Pay Day	Jun 16, 2025	$0.10
GOOGL	Pay Day	Jun 16, 2025	$0.21
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
BAC	Pay Day	Jun 27, 2025	$0.26
KO	Pay Day	Jul 1, 2025	$0.51
NKE	Pay Day	Jul 1, 2025	$0.40
BABA	Pay Day	Jul 10, 2025	$0.95
OXY	Pay Day	Jul 15, 2025	$0.24
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 6.8/10

Beta

0.82

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

4.43

-2

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

1.43

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Beta

0.82

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

4.43

-2

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

1.43

0.75

1.25

Information Ratio

0.16

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.87

High:

TSLA

162.31

Low:

INTC

-4.49

Details

PEG Ratio

648.74

High:

10,192.65

Low:

RIVN

-10.45

Details

Price/Book

4.54

High:

MELI

25.15

Low:

HLF

-1.06

Details

Price/Sales

4.36

High:

MSFT

Low:

CA.PA

0.1

Details

Price/CF

17.95

High:

282.33

Low:

2.27

Details

Price/FCF

36.43

High:

NEE

2,356.18

Low:

CA.PA

4.87

Details