Portfolio of Lund06 on eToro

Lund06

🇨🇿 Stock and ETF Growth 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

+1.32%

This Month

+16.16%

Year To Date

+48.39%

2 Years

+13.48%

5 Years

+13.48%

10 Years

+3.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24%
🖥️ Technology Services
18.84%
💻 Electronic Technology
17.47%
📊 ETFs
12.73%
🛍️ Retail Trade
8.26%
🍞 Consumer Non Durables
8.03%
🏥 Health Services
5.47%
⛏️ Energy Minerals
4.55%
🚚 Transportation
0.6%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
57.35%
🇺🇸 Nasdaq
42.6%

Countries Breakdown

Country
Total

🇺🇸 United States
87.22%

Dividends

Dividend Yield

1.27%

14 out of 16 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $DINO (3.93%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
DINO	0.18%	3.93%	$1.9
JPM	0.15%	1.8%	$4.4
UNH	0.15%	2.74%	$7.74
KO	0.13%	2.97%	$1.89
SCHD	0.13%	3.87%	-
SPY	0.11%	1.16%	-
BAC	0.09%	2.14%	$0.96
PG	0.09%	2.59%	$3.83
CVS	0.07%	3.62%	$2.54
MSFT	0.06%	0.67%	$3
AAPL	0.04%	0.43%	$0.97
GOOG	0.03%	0.35%	$0.2
FDX	0.02%	2.5%	$5.16
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
FDX	Ex-Dividend	Sep 8, 2025	$1.45
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
KO	Ex-Dividend	Sep 15, 2025	$0.51
UNH	Ex-Dividend	Sep 15, 2025	$2.21
UNH	Pay Day	Sep 23, 2025	$2.21
BAC	Pay Day	Sep 26, 2025	$0.28
KO	Pay Day	Oct 1, 2025	$0.51
FDX	Pay Day	Oct 1, 2025	$1.45
NVDA	Pay Day	Oct 2, 2025	$0.01

Performance Metrics

Score 2.5/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.03

0.5

1.5

Sortino Ratio

0.04

Jensen's Alpha

-6.29

-7

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

0.05

0.75

1.25

Information Ratio

-0.97

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.03

0.5

1.5

Sortino Ratio

0.04

Jensen's Alpha

-6.29

-7

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

0.05

0.75

1.25

Information Ratio

-0.97

-1

0.3

0.6

Calmar Ratio

0.08

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.63

High:

NVDA

48.86

Low:

DINO

-109.87

Details

PEG Ratio

3,498.82

High:

AAPL

24,779.06

Low:

UNH

25.69

Details

Price/Book

7.51

High:

AAPL

54.11

Low:

DINO

1.04

Details

Price/Sales

6.46

High:

NVDA

25.49

Low:

CVS

0.24

Details

Price/CF

25.93

High:

233.26

Low:

DINO

7.22

Details