Effective portfolio of LukasHeiligenbr on eToro

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LukasHeiligenbr

🇦🇹 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+0.26%

Today

+4.83%

This Month

+20.06%

Year To Date

+37.83%

2 Years

+77.58%

5 Years

+22.47%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
59.48%
🖥️ Technology Services
8.62%
🚚 Transportation
6.23%
💰 Finance
5.32%
🚗 Consumer Durables
3.46%
🏭 Industrial Services
2.79%
🛍️ Retail Trade
1.46%
🛠️ Producer Manufacturing
1.32%
🪙 Cryptocurrencies
0.97%
💹 Forex
0.83%
🪨 Non Energy Minerals
0.82%
📦 Distribution Services
0.45%
🧬 Health Technology
0.44%
📡 Communications
0.37%
💼 Commercial Services
0.32%
🧩 Miscellaneous
0.19%
🧪 Process Industries
0.18%
📊 ETFs
0.18%
💵 Cash
0.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
53.12%
🇺🇸 NYSE
18.59%
🇬🇧 LSE
13.87%
🇭🇰 Hong Kong Exchanges
2.84%
🇩🇪 FRA
1.38%
🇳🇴 Oslo Stock Exchange
1.34%
🌍 Digital Currency
0.97%
🌍 FX
0.83%
🇫🇷 Euronext Paris
0.32%
🇺🇸 Chicago Board Options Exchange
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
59.3%
🇰🇷 South Korea
10.53%
🇳🇱 Netherlands
5.99%
🇬🇧 United Kingdom
3.34%
🇨🇳 China
2.84%
🇬🇷 Greece
2.78%
🇹🇼 Taiwan
2.24%
🇩🇪 Germany
1.38%
🇳🇴 Norway
1.34%
🇧🇲 Bermuda
1.16%
🇫🇷 France
0.32%
🇨🇦 Canada
0.19%
🇮🇱 Israel
0.05%

Dividends

Dividend Yield

1.48%

37 out of 59 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $HAUTO.OL (35.7%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HAUTO.OL	0.25%	35.7%	-
SMSN.L	0.21%	1.97%	$23.68
LMT	0.14%	2.8%	$12.45
INTC	0.11%	2.2%	$0.5
WAWI.OL	0.09%	14.68%	-
INSW	0.09%	10.42%	$5.74
SBLK	0.07%	7.91%	$1.82
DAC	0.07%	3.79%	$3.15
0390.HK	0.05%	5.11%	$0.21
ASML	0.05%	0.78%	$5.57
3323.HK	0.03%	3.94%	$0.25
CCOI	0.03%	7.64%	$3.84
IAG.L	0.02%	1.91%	-
PAH3.DE	0.02%	5.59%	$2.56
1186.HK	0.02%	6.09%	$0.35
TSM	0.02%	0.96%	$1.74
C	0.02%	2.53%	$2.12
MSFT	0.02%	0.66%	$3
1800.HK	0.02%	6.19%	$0.32
JXN	0.02%	3.47%	$2.64
TEP.PA	0.02%	4.88%	$3.85
JPM	0.01%	1.85%	$4.4
GS	0.01%	1.69%	$11
AXP	0.01%	0.97%	$2.6
BMW.DE	0.01%	5.05%	$6
RR.L	0.01%	0.6%	-
AAPL	0.01%	0.48%	$0.97
JOE	0.01%	1.11%	$0.48
CVGW	0.01%	3.05%	$0.4
PGRE	0.01%	0.52%	$0.14
GOOG	0%	0.44%	$0.2
SIE.DE	0%	2.33%	$4.7
NVDA	0%	0.02%	$0.02
GE	0%	0.48%	$0.44
9988.HK	0%	0.92%	$0.98
META	0%	0.29%	$1
RHM.DE	0%	0.44%	$5.7

Next Dividends

Stock	Type	Date	Pay Per Share
GE	Pay Day	Jul 25, 2025	$0.36
CVGW	Pay Day	Jul 30, 2025	$0.20
JPM	Pay Day	Jul 31, 2025	$1.40
0390.HK	Pay Day	Jul 31, 2025	$0.02
C	Ex-Dividend	Aug 4, 2025	$0.60
AXP	Pay Day	Aug 8, 2025	$0.82
1800.HK	Pay Day	Aug 15, 2025	$0.02
1186.HK	Pay Day	Aug 15, 2025	$0.04
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
C	Pay Day	Aug 22, 2025	$0.60
GS	Ex-Dividend	Aug 29, 2025	$4.00
LMT	Ex-Dividend	Sep 2, 2025	$3.30
MSFT	Pay Day	Sep 11, 2025	$0.83
TSM	Ex-Dividend	Sep 16, 2025	$0.82
LMT	Pay Day	Sep 26, 2025	$3.30
GS	Pay Day	Sep 29, 2025	$4.00
TSM	Pay Day	Oct 9, 2025	$0.82

Performance Metrics

Score 6.5/10

Beta

1.15

1.15

0

0.8

1.2

0

2

Sharpe Ratio

0.74

0.74

0

0.5

1

1.5

1.5

Sortino Ratio

1.29

1.29

0

1

2

3

3

Jensen's Alpha

3.73

3.73

-2

0

2

4.5

4.5

Omega Ratio

1.36

1.36

0

1

1.5

2.5

2.5

Treynor Ratio

1.14

1.14

0

0.75

1.25

2

2

Information Ratio

0.42

0.42

0

0.3

0.6

1

1

Calmar Ratio

1.17

1.17

0

0.3

0.6

2

2

Beta

1.15

1.15

0

0.8

1.2

0

2

Sharpe Ratio

0.74

0.74

0

0.5

1

1.5

1.5

Sortino Ratio

1.29

1.29

0

1

2

3

3

Jensen's Alpha

3.73

3.73

-2

0

2

4.5

4.5

Omega Ratio

1.36

1.36

0

1

1.5

2.5

2.5

Treynor Ratio

1.14

1.14

0

0.75

1.25

2

2

Information Ratio

0.42

0.42

0

0.3

0.6

1

1

Calmar Ratio

1.17

1.17

0

0.3

0.6

2

2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

44.94

High:

PLTR

659

Low:

KROS

-78.58

Details

PEG Ratio

126.91

High:

IAG.L

1,218.92

Low:

KROS

-80.83

Details

Price/Book

12.41

High:

PLTR

65.65

Low:

RR.L

-92.18

Details

Price/Sales

11.21

High:

PLTR

123.67

Low:

1186.HK

0.07

Details

Price/CF

25.12

High:

CCOI

344.42

Low:

JXN

1.03

Details

Price/FCF

39.74

High:

PLTR

163.42

Low:

JXN

1.08

Details

P/E Ratio

44.94

High:

PLTR

659

Low:

KROS

-78.58

Details

PEG Ratio

126.91

High:

IAG.L

1,218.92

Low:

KROS

-80.83

Details

Price/Book

12.41

High:

PLTR

65.65

Low:

RR.L

-92.18

Details

Price/Sales

11.21

High:

PLTR

123.67

Low:

1186.HK

0.07

Details

Price/CF

25.12

High:

CCOI

344.42

Low:

JXN

1.03

Details

Price/FCF

39.74

High:

PLTR

163.42

Low:

JXN

1.08

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-9.75%	Aug 2023	Nov 2023	3
-8.98%	Dec 2022	Jan 2023	1
-8.51%	Dec 2024	May 2025	5
-7.86%	Sep 2022	Nov 2022	2
-5.64%	Apr 2023	May 2023	1
-3.94%	Aug 2024	Nov 2024	3
-3.64%	Apr 2024	May 2024	1
-2.68%	Jan 2024	Feb 2024	1

Monthly Performance