Portfolio of leolito

leolito_luv

🇦🇹 Stock Growth 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

+0.64%

Today

+2.06%

This Month

+7.41%

Year To Date

+39.22%

2 Years

+30.66%

5 Years

+9.9%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
24.68%
💰 Finance
20.05%
💵 Cash
12.59%
🖥️ Technology Services
11.18%
🪙 Cryptocurrencies
7.11%
⛏️ Energy Minerals
5.39%
💻 Electronic Technology
3.81%
🧬 Health Technology
3.71%
📊 ETFs
3.3%
🧪 Process Industries
2.5%
🚚 Transportation
1.53%
🛍️ Retail Trade
1.33%
💼 Commercial Services
1.27%
⚡ Utilities
0.89%
🚗 Consumer Durables
0.56%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.38%
🇺🇸 Nasdaq
17.59%
🇫🇷 Euronext Paris
8.54%
🌍 Digital Currency
7.11%
🇩🇪 FRA
4.46%
🇬🇧 LSE
4%
🇨🇭 SIX
2.35%
🇪🇸 Bolsa De Madrid
0.89%

Countries Breakdown

Country
Total

🇺🇸 United States
56.66%
🇫🇷 France
8.54%
🇩🇪 Germany
4.46%
🇬🇧 United Kingdom
4%
🇨🇭 Switzerland
2.35%
🇪🇸 Spain
0.89%

Dividends

Dividend Yield

1.7%

33 out of 39 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $MPW (7.84%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.16%	6.94%	$1.66
BATS.L	0.14%	6.22%	$2.36
CVX	0.11%	4.42%	$6.28
PEP	0.1%	4.07%	$5.15
OR.PA	0.09%	1.92%	$6.6
KHC	0.09%	5.84%	$1.6
NESN.ZU	0.09%	3.97%	$3
BP.L	0.09%	6.16%	$0.23
MC.PA	0.08%	2.72%	$13
LMT	0.07%	2.81%	$12.45
BAS.DE	0.07%	5.35%	$3.4
PG	0.07%	2.7%	$3.83
TGT	0.06%	4.44%	$4.42
KO	0.05%	2.87%	$1.89
VOO	0.04%	1.29%	-
STZ	0.04%	2.42%	$3.68
HEN.DE	0.04%	3.21%	$1.83
RI.PA	0.04%	5.08%	$4.7
UNP	0.04%	2.32%	$5.2
OXY	0.03%	2.16%	$0.8
NKE	0.03%	2.18%	$1.45
P911.DE	0.03%	5.47%	$2.31
IBE.MC	0.03%	3.32%	$0.45
MPW	0.03%	7.84%	$0.6
V	0.02%	0.66%	$2.01
MSFT	0.02%	0.66%	$3
DGE.L	0.02%	4.21%	$0.81
META	0.01%	0.29%	$1
GOOG	0.01%	0.44%	$0.2
GOOGL	0.01%	0.44%	$0.2
BAYN.DE	0.01%	0.4%	$0.11
ZURN.ZU	0%	5.04%	$26
SREN.ZU	0%	4.23%	$6.22

Next Dividends

Stock	Type	Date	Pay Per Share
MPW	Pay Day	Jul 17, 2025	$0.08
PG	Ex-Dividend	Jul 18, 2025	$1.06
RI.PA	Ex-Dividend	Jul 23, 2025	$2.67
PFE	Ex-Dividend	Jul 25, 2025	$0.43
RI.PA	Pay Day	Jul 25, 2025	$2.67
STZ	Ex-Dividend	Jul 30, 2025	$1.02
IBE.MC	Pay Day	Jul 30, 2025	$0.46
TGT	Ex-Dividend	Aug 13, 2025	$1.14
STZ	Pay Day	Aug 14, 2025	$1.02
PG	Pay Day	Aug 15, 2025	$1.06
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
TGT	Pay Day	Sep 1, 2025	$1.14
PFE	Pay Day	Sep 2, 2025	$0.43
LMT	Ex-Dividend	Sep 2, 2025	$3.30
MSFT	Pay Day	Sep 11, 2025	$0.83
LMT	Pay Day	Sep 26, 2025	$3.30
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
BATS.L	Pay Day	Nov 7, 2025	$0.76

Performance Metrics

Score 3.1/10

Beta

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-2.42

-3

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.27

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.26

0.5

1.5

Sortino Ratio

0.39

Jensen's Alpha

-2.42

-3

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

0.44

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.27

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

19.98

High:

BAS.DE

99.5

Low:

STZ

-69.52

Details

PEG Ratio

590.44

High:

9,907.24

Low:

PFE

0.64

Details

Price/Book

3.37

High:

18.15

Low:

MPW

0.51

Details

Price/Sales

4.39

High:

18.21

Low:

BP.L

0.44

Details

Price/CF

20.18

High:

282.33

Low:

BAYN.DE

3.13

Details

Price/FCF

49.54

High:

PEP

5,253.35

Low:

ZURN.ZU

4.64

Details