Portfolio of Lukyfinance on eToro

Lukyfinance

🇸🇰 Stock Investor.

26 copiers.

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

Summary

+0.13%

This Month

+16.04%

Year To Date

+63.49%

2 Years

+97.63%

5 Years

+118.67%

10 Years

+16.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22%
🍞 Consumer Non Durables
13.3%
💻 Electronic Technology
13.26%
💰 Finance
11.7%
💵 Cash
10.46%
🛍️ Retail Trade
7.79%
🧬 Health Technology
4.36%
🚗 Consumer Durables
3.36%
💇‍♀️ Consumer Services
2.72%
🛠️ Producer Manufacturing
2.6%
📡 Communications
2.05%
🪨 Non Energy Minerals
1.85%
⛏️ Energy Minerals
1.83%
🏭 Industrial Services
1.7%
📊 ETFs
1.36%
🚚 Transportation
1.29%
⚡ Utilities
1.2%
🏥 Health Services
0.37%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.16%
🇺🇸 Nasdaq
35.59%
🇩🇪 FRA
1.73%
🇬🇧 LSE
1.32%
🇨🇭 SIX
0.92%

Countries Breakdown

Country
Total

🇺🇸 United States
79.76%
🇹🇼 Taiwan
3.36%
🇨🇳 China
2.44%
🇬🇧 United Kingdom
2.39%
🇩🇪 Germany
1.73%
🇨🇭 Switzerland
0.92%
🇧🇷 Brazil
0.77%

Dividends

Dividend Yield

1.68%

38 out of 45 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.02%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.12%	5.35%	$3.09
PM	0.11%	3.49%	$5.2
PEP	0.09%	3.61%	$5.15
MO	0.08%	6.33%	$3.92
PG	0.08%	2.76%	$3.83
JNJ	0.07%	2.66%	$4.81
XOM	0.06%	3.53%	$3.76
JPM	0.06%	1.87%	$4.4
LMT	0.06%	2.7%	$12.45
KO	0.06%	2.98%	$1.89
VZ	0.06%	6.71%	$2.66
RIO	0.06%	5.45%	$4.34
PFE	0.05%	7.02%	$1.66
VALE	0.05%	6.55%	$1.33
T	0.05%	4.21%	$1.11
ULVR.L	0.04%	3.26%	$1.47
MCD	0.04%	2.3%	$6.53
VOW3.DE	0.04%	6.98%	$9.06
BAC	0.03%	2.07%	$0.96
RWE.DE	0.03%	2.68%	$1
ROG.ZU	0.03%	3.41%	$9.6
QCOM	0.03%	2.13%	$3.25
FDX	0.03%	2.38%	$5.16
MSFT	0.03%	0.66%	$3
DHI	0.03%	1.04%	$1.15
TSM	0.03%	0.83%	$1.74
WMT	0.03%	0.87%	$0.81
META	0.02%	0.36%	$1
TRV	0.02%	1.66%	$4.05
HD	0.02%	2.33%	$8.52
AAPL	0.02%	0.4%	$0.97
GOOG	0.02%	0.32%	$0.2
CAT	0.02%	1.11%	$5.31
V	0.02%	0.69%	$2.01
RSG	0.02%	1.08%	$2.14
MMM	0.01%	1.89%	$5.21
DIS	0.01%	0.9%	$0.75
BABA	0.01%	0.62%	$0.98

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Oct 20, 2025	$1.51
PM	Pay Day	Oct 20, 2025	$1.47
PG	Ex-Dividend	Oct 24, 2025	$1.06
JPM	Pay Day	Oct 31, 2025	$1.50
O	Ex-Dividend	Oct 31, 2025	$0.27
T	Pay Day	Nov 3, 2025	$0.28
VZ	Pay Day	Nov 3, 2025	$0.69
PFE	Ex-Dividend	Nov 7, 2025	$0.43
O	Pay Day	Nov 14, 2025	$0.27
PG	Pay Day	Nov 17, 2025	$1.06
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
CAT	Pay Day	Nov 20, 2025	$1.51
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
PFE	Pay Day	Dec 1, 2025	$0.43
LMT	Ex-Dividend	Dec 1, 2025	$3.45
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
WMT	Ex-Dividend	Dec 12, 2025	$0.24
LMT	Pay Day	Dec 30, 2025	$3.45
WMT	Pay Day	Jan 5, 2026	$0.24
TSM	Pay Day	Jan 8, 2026	$0.84

Performance Metrics

Score 5.5/10

Beta

0.79

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.51

Jensen's Alpha

-0.29

-2

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

1.32

0.75

1.25

Information Ratio

-0.65

-1

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Beta

0.79

0.8

1.2

Sharpe Ratio

0.92

0.5

1.5

Sortino Ratio

1.51

Jensen's Alpha

-0.29

-2

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

1.32

0.75

1.25

Information Ratio

-0.65

-1

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.44

High:

58.48

Low:

PLUG

-1.61

Details

PEG Ratio

2,443.31

High:

AAPL

26,070.7

Low:

PLUG

-16.22

Details

Price/Book

8.97

High:

AAPL

56.94

Low:

MCD

-79.66

Details

Price/Sales

6.21

High:

17.22

Low:

VOW3.DE

0.14

Details

Price/CF

20.48

High:

233.26

Low:

VOW3.DE

2.81

Details

Price/FCF

47.68

High:

PEP

5,253.35

Low:

RWE.DE

6.92

Details