Portfolio of LuisKip on eToro

LuisKip

🇮🇹 Stock Value 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

+0.88%

Today

+1.16%

This Month

+3.79%

Year To Date

+7.68%

2 Years

+7.68%

5 Years

+9.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.64%
💵 Cash
15.98%
🧬 Health Technology
11.95%
⚡ Utilities
11.23%
🖥️ Technology Services
9.58%
📡 Communications
6.58%
💼 Commercial Services
6.34%
💻 Electronic Technology
6.2%
🏭 Industrial Services
5.71%
🛍️ Retail Trade
3.15%
🍞 Consumer Non Durables
3.12%
🛠️ Producer Manufacturing
2.9%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
65.37%
🇺🇸 Nasdaq
19.04%

Countries Breakdown

Country
Total

🇺🇸 United States
69.8%
🇹🇼 Taiwan
6.2%
🇮🇪 Ireland
5.53%
🇮🇱 Israel
2.88%

Dividends

Dividend Yield

1.74%

11 out of 16 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.44%	6.84%	$1.66
VZ	0.42%	6.35%	$2.66
DUK	0.21%	3.49%	$4.1
MDT.US	0.17%	3.07%	$2.77
NEE	0.15%	2.8%	$1.97
ALL	0.11%	1.99%	$3.62
WM	0.08%	1.39%	$2.9
TSM	0.06%	0.97%	$1.74
MSFT	0.04%	0.66%	$3
HUBB	0.04%	1.21%	$4.78
MA	0.03%	0.53%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
PFE	Ex-Dividend	Jul 25, 2025	$0.43
VZ	Pay Day	Aug 1, 2025	$0.68
MA	Pay Day	Aug 8, 2025	$0.76
DUK	Ex-Dividend	Aug 15, 2025	$1.06
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
ALL	Ex-Dividend	Aug 29, 2025	$1.00
PFE	Pay Day	Sep 2, 2025	$0.43
MSFT	Pay Day	Sep 11, 2025	$0.83
DUK	Pay Day	Sep 16, 2025	$1.06
TSM	Ex-Dividend	Sep 16, 2025	$0.82
ALL	Pay Day	Oct 1, 2025	$1.00
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 4.3/10

Beta

0.28

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.76

Jensen's Alpha

-0.5

-2

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.58

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

2.65

0.3

0.6

Beta

0.28

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.76

Jensen's Alpha

-0.5

-2

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

0.58

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

2.65

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.67

High:

CVNA

119.71

Low:

9.88

Details

PEG Ratio

140.59

High:

405.69

Low:

PFE

0.63

Details

Price/Book

5.01

High:

75.66

Low:

PFE

1.53

Details

Price/Sales

6.39

High:

17.45

Low:

ALL

0.79

Details

Price/CF

18.94

High:

BRK.B

37.15

Low:

4.93

Details

Price/FCF

56.1

High:

NEE

2,356.18

Low:

ALL

7.07

Details