Effective portfolio of lucags123 on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	0.41%	4.07%	$3.03
KO	0.27%	2.73%	$1.89
MC.PA	0.15%	2.66%	$13
EZJ.L	0.14%	3.46%	$0.05
ULVR.L	0.1%	4.04%	$1.47
RI.PA	0.1%	6.97%	$4.7
RF.PA	0.09%	6.19%	$2.42
BTRW.L	0.09%	6.41%	$0.28
BP.L	0.08%	4.43%	$0.23
VNA.DE	0.07%	5.27%	$0.9
GFC.PA	0.07%	7.6%	$5.3
UL.US	0.06%	3.96%	$1.82
BABA	0.05%	0.73%	$0.98
DBK.DE	0.05%	3.53%	$0.45
DEO	0.05%	3.94%	$3.99
SGO.PA	0.04%	2.91%	$2.1
ADS.DE	0.03%	1.94%	$0.7
BCS	0.02%	1.86%	$0.39
MRK.DE	0.02%	1.88%	$2.2
SHL.DE	0.02%	2.62%	$0.95
01211.HK	0.02%	0.33%	$3.41
NESN.ZU	0.02%	4.06%	$3
JTC.L	0.02%	1.01%	$0.11
KGX.DE	0.02%	1.31%	$0.7
GAW.L	0.02%	2.46%	$5.5
GRI.L	0.01%	4.83%	$0.07
JPM	0.01%	1.86%	$4.4
9618.HK	0.01%	3.2%	$2.97
GS	0.01%	1.65%	$11
1913.HK	0.01%	4.01%	-
XOM	0.01%	2.73%	$3.76
TEP.PA	0.01%	8.19%	$3.85
9988.HK	0.01%	0.75%	$0.98
RIO.L	0.01%	4.07%	$3.41
RMV.L	0.01%	2.36%	$0.09
MCD	0.01%	2.36%	$6.53
MSFT	0.01%	0.85%	$3
SCI	0.01%	1.58%	$1.18
HD	0%	2.65%	$8.52
SPY	0%	1.04%	-
MONC.MI	0%	2.45%	$1.15
COST	0%	0.51%	$19.22
BAYN.DE	0%	0.27%	$0.11
V	0%	0.8%	$2.01
LOGN.ZU	0%	1.62%	$1.06
CTAS	0%	0.91%	$5.4
RMS.PA	0%	1.06%	$25
META	0%	0.31%	$1
IBKR	0%	0.39%	-
GOOG	0%	0.25%	$0.2
ITUB	-0.01%	-5.62%	$-0.15

Next Dividends

Stock	Type	Date	Pay Per Share
RMS.PA	Pay Day	Apr 23, 2026	$14.90
9618.HK	Pay Day	Apr 23, 2026	$0.50
RMV.L	Ex-Dividend	Apr 23, 2026	$0.09
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
JPM	Pay Day	Apr 30, 2026	$1.50
HSBC	Pay Day	Apr 30, 2026	$2.25
MC.PA	Pay Day	Apr 30, 2026	$8.60
COST	Ex-Dividend	May 1, 2026	$1.47
COST	Pay Day	May 15, 2026	$1.47
CTAS	Ex-Dividend	May 15, 2026	$0.45
BTRW.L	Pay Day	May 15, 2026	$0.07
MONC.MI	Ex-Dividend	May 18, 2026	$1.65
MONC.MI	Pay Day	May 20, 2026	$1.65
MSFT	Ex-Dividend	May 21, 2026	$0.91
RMV.L	Pay Day	May 22, 2026	$0.09
TEP.PA	Ex-Dividend	May 26, 2026	$5.23
GAW.L	Pay Day	May 27, 2026	$1.48
TEP.PA	Pay Day	May 28, 2026	$5.23
GS	Ex-Dividend	Jun 1, 2026	$4.50
DEO	Pay Day	Jun 4, 2026	$0.80
MSFT	Pay Day	Jun 11, 2026	$0.91
CTAS	Pay Day	Jun 15, 2026	$0.45
GS	Pay Day	Jun 29, 2026	$4.50
GFC.PA	Ex-Dividend	Jul 7, 2026	$3.28
GFC.PA	Pay Day	Jul 9, 2026	$3.28
RI.PA	Ex-Dividend	Jul 22, 2026	$2.77
RI.PA	Pay Day	Jul 24, 2026	$2.77

Performance Metrics

Score 2.7/10

Beta

0.41

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-4.9

-5

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Beta

0.41

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-4.9

-5

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.58

High:

BP.L

7,955.71

Low:

BRBY.L

-156.02

Details

PEG Ratio

197.68

High:

ULTA

2,237.59

Low:

RF.PA

-506.12

Details

Price/Book

3.38

High:

RMV.L

42.61

Low:

BYND

-373.91

Details

Price/Sales

2.9

High:

SHOP

14.8

Low:

9618.HK

0.24

Details

Price/CF

11.54

High:

SHOP

103.19

Low:

IBKR

1.19

Details

Price/FCF

22.12

High:

9988.HK

2,771.01

Low:

IBKR

1.2

Details

P/E Ratio

22.58

High:

BP.L

7,955.71

Low:

BRBY.L

-156.02

Details

PEG Ratio

197.68

High:

ULTA

2,237.59

Low:

RF.PA

-506.12

Details

Price/Book

3.38

High:

RMV.L

42.61

Low:

BYND

-373.91

Details

Price/Sales

2.9

High:

SHOP

14.8

Low:

9618.HK

0.24

Details

Price/CF

11.54

High:

SHOP

103.19

Low:

IBKR

1.19

Details

Price/FCF

22.12

High:

9988.HK

2,771.01

Low:

IBKR

1.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-31.35%	Jun 2020	May 2025	59
-8.45%	Feb 2026	-	3
-0.83%	Jun 2025	Aug 2025	2
-0.21%	Oct 2025	Nov 2025	1

Monthly Performance

lucags123

🇬🇧 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.

Summary

+5.99%

This Month

+0%

Year To Date

+27.43%

2 Years

+20.54%

5 Years

+19.97%

10 Years

+3.32%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
25.14%
💰 Finance
22.63%
💵 Cash
11.42%
🛍️ Retail Trade
9.91%
🛠️ Producer Manufacturing
8.85%
📊 ETFs
5.11%
🚚 Transportation
4.25%
🧬 Health Technology
2.95%
⛏️ Energy Minerals
2.14%
🚗 Consumer Durables
2.03%
🖥️ Technology Services
1.97%
💼 Commercial Services
0.74%
💇‍♀️ Consumer Services
0.7%
🧩 Miscellaneous
0.69%
🪨 Non Energy Minerals
0.15%
💻 Electronic Technology
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
34.94%
🇬🇧 LSE
15.77%
🇫🇷 Euronext Paris
10.95%
🇩🇪 FRA
8.85%
🇭🇰 Hong Kong Exchanges
7.69%
🇩🇪 Xetra ETFs
4.84%
🇺🇸 Nasdaq
3.64%
🇨🇭 SIX
0.6%
🇮🇹 Borsa Italiana
0.11%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
29.15%
🇺🇸 United States
16.15%
🇨🇳 China
14.69%
🇫🇷 France
10.95%
🇩🇪 Germany
8.85%
🇨🇭 Switzerland
0.6%
🇨🇦 Canada
0.42%
🇮🇹 Italy
0.33%
🇧🇷 Brazil
0.23%
🇳🇱 Netherlands
0.14%
🇮🇱 Israel
0.08%

Dividends

Dividend Yield

2.12%

51 out of 67 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $TEP.PA (8.19%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	0.41%	4.07%	$3.03
KO	0.27%	2.73%	$1.89
MC.PA	0.15%	2.66%	$13
EZJ.L	0.14%	3.46%	$0.05
ULVR.L	0.1%	4.04%	$1.47
RI.PA	0.1%	6.97%	$4.7
RF.PA	0.09%	6.19%	$2.42
BTRW.L	0.09%	6.41%	$0.28
BP.L	0.08%	4.43%	$0.23
VNA.DE	0.07%	5.27%	$0.9
GFC.PA	0.07%	7.6%	$5.3
UL.US	0.06%	3.96%	$1.82
BABA	0.05%	0.73%	$0.98
DBK.DE	0.05%	3.53%	$0.45
DEO	0.05%	3.94%	$3.99
SGO.PA	0.04%	2.91%	$2.1
ADS.DE	0.03%	1.94%	$0.7
BCS	0.02%	1.86%	$0.39
MRK.DE	0.02%	1.88%	$2.2
SHL.DE	0.02%	2.62%	$0.95
01211.HK	0.02%	0.33%	$3.41
NESN.ZU	0.02%	4.06%	$3
JTC.L	0.02%	1.01%	$0.11
KGX.DE	0.02%	1.31%	$0.7
GAW.L	0.02%	2.46%	$5.5
GRI.L	0.01%	4.83%	$0.07
JPM	0.01%	1.86%	$4.4
9618.HK	0.01%	3.2%	$2.97
GS	0.01%	1.65%	$11
1913.HK	0.01%	4.01%	-
XOM	0.01%	2.73%	$3.76
TEP.PA	0.01%	8.19%	$3.85
9988.HK	0.01%	0.75%	$0.98
RIO.L	0.01%	4.07%	$3.41
RMV.L	0.01%	2.36%	$0.09
MCD	0.01%	2.36%	$6.53
MSFT	0.01%	0.85%	$3
SCI	0.01%	1.58%	$1.18
HD	0%	2.65%	$8.52
SPY	0%	1.04%	-
MONC.MI	0%	2.45%	$1.15
COST	0%	0.51%	$19.22
BAYN.DE	0%	0.27%	$0.11
V	0%	0.8%	$2.01
LOGN.ZU	0%	1.62%	$1.06
CTAS	0%	0.91%	$5.4
RMS.PA	0%	1.06%	$25
META	0%	0.31%	$1
IBKR	0%	0.39%	-
GOOG	0%	0.25%	$0.2
ITUB	-0.01%	-5.62%	$-0.15

Next Dividends

Stock	Type	Date	Pay Per Share
RMS.PA	Pay Day	Apr 23, 2026	$14.90
9618.HK	Pay Day	Apr 23, 2026	$0.50
RMV.L	Ex-Dividend	Apr 23, 2026	$0.09
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
JPM	Pay Day	Apr 30, 2026	$1.50
HSBC	Pay Day	Apr 30, 2026	$2.25
MC.PA	Pay Day	Apr 30, 2026	$8.60
COST	Ex-Dividend	May 1, 2026	$1.47
COST	Pay Day	May 15, 2026	$1.47
CTAS	Ex-Dividend	May 15, 2026	$0.45
BTRW.L	Pay Day	May 15, 2026	$0.07
MONC.MI	Ex-Dividend	May 18, 2026	$1.65
MONC.MI	Pay Day	May 20, 2026	$1.65
MSFT	Ex-Dividend	May 21, 2026	$0.91
RMV.L	Pay Day	May 22, 2026	$0.09
TEP.PA	Ex-Dividend	May 26, 2026	$5.23
GAW.L	Pay Day	May 27, 2026	$1.48
TEP.PA	Pay Day	May 28, 2026	$5.23
GS	Ex-Dividend	Jun 1, 2026	$4.50
DEO	Pay Day	Jun 4, 2026	$0.80
MSFT	Pay Day	Jun 11, 2026	$0.91
CTAS	Pay Day	Jun 15, 2026	$0.45
GS	Pay Day	Jun 29, 2026	$4.50
GFC.PA	Ex-Dividend	Jul 7, 2026	$3.28
GFC.PA	Pay Day	Jul 9, 2026	$3.28
RI.PA	Ex-Dividend	Jul 22, 2026	$2.77
RI.PA	Pay Day	Jul 24, 2026	$2.77

Performance Metrics

Score 2.7/10

Beta

0.41

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-4.9

-5

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

0.07

0.3

0.6

Beta

0.41

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-4.9

-5

4.5

Omega Ratio

0.51

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-0.88

-1

0.3

0.6

Calmar Ratio

2,771.01

Low:

IBKR

1.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-31.35%	Jun 2020	May 2025	59
-8.45%	Feb 2026	-	3
-0.83%	Jun 2025	Aug 2025	2
-0.21%	Oct 2025	Nov 2025	1