Effective portfolio of lucags123 on eToro

Loading...

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.

Effective Portfolio

Summary

+0.08%

Today

+0.62%

This Month

+10.75%

Year To Date

+34.77%

2 Years

-0.67%

5 Years

+1.52%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
19.52%
💵 Cash
18%
🍞 Consumer Non Durables
17.59%
🛍️ Retail Trade
9.4%
🛠️ Producer Manufacturing
8.61%
🚚 Transportation
5.91%
💼 Commercial Services
3.44%
🖥️ Technology Services
2.86%
⛏️ Energy Minerals
1.56%
💇‍♀️ Consumer Services
1.12%
📊 ETFs
0.88%
🧬 Health Technology
0.84%
🚗 Consumer Durables
0.59%
⚡ Utilities
0.28%
🪨 Non Energy Minerals
0.11%
💻 Electronic Technology
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
32.15%
🇬🇧 LSE
14.16%
🇭🇰 Hong Kong Exchanges
9.29%
🇫🇷 Euronext Paris
7.38%
🇺🇸 Nasdaq
3.73%
🇳🇱 Euronext Amsterdam
1.67%
🇮🇹 Borsa Italiana
1.32%
🇸🇪 Stockholm Stock Exchange
1.1%
🇩🇰 Copenhagen Stock Exchange
1.05%
🇩🇪 FRA
0.88%
🇨🇭 SIX
0.08%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
24.92%
🇨🇳 China
16.21%
🇺🇸 United States
15.92%
🇫🇷 France
7.38%
🇳🇱 Netherlands
1.67%
🇮🇹 Italy
1.32%
🇫🇮 Finland
1.1%
🇩🇰 Denmark
1.05%
🇧🇷 Brazil
1.04%
🇩🇪 Germany
0.88%
🇨🇦 Canada
0.36%
🇨🇭 Switzerland
0.08%

Dividends

Dividend Yield

1.89%

46 out of 58 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $BRBY.L (8.22%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HSBC	0.45%	5.71%	$3.03
KO	0.29%	2.72%	$1.89
EZJ.L	0.14%	2.45%	$0.05
MC.PA	0.11%	2.66%	$13
BP.L	0.09%	6.97%	$0.23
01211.HK	0.08%	1.07%	$3.41
NDA_SE.ST	0.08%	7.72%	$10.62
DANSKE.CO	0.08%	7.35%	$14.5
LAND.L	0.06%	6.87%	$0.4
INGA.NV	0.06%	6.19%	$1.11
ULVR.L	0.06%	3.18%	$1.47
BABA	0.06%	0.82%	$0.98
NWG	0.04%	4.08%	$0.42
RF.PA	0.04%	4.21%	$2.42
AALB.NV	0.03%	3.85%	$1.13
BCS	0.03%	2.64%	$0.39
ELIS.PA	0.02%	2%	$0.43
TEP.PA	0.02%	4.4%	$3.85
GAW.L	0.02%	3.38%	$5.5
JTC.L	0.02%	1.52%	$0.11
AZN	0.02%	2.12%	$1.42
SW.PA	0.02%	4.8%	$3.1
ENEL.MI	0.02%	5.64%	$0.43
BRBY.L	0.01%	8.22%	$0.61
9618.HK	0.01%	3.05%	$2.97
JPM	0.01%	2.06%	$4.4
PUK	0.01%	2.13%	$0.41
XOM	0.01%	3.58%	$3.76
9988.HK	0.01%	0.83%	$0.98
GS	0.01%	2.19%	$11
RIO.L	0.01%	6.93%	$3.41
MCD	0.01%	2.19%	$6.53
HD	0.01%	2.52%	$8.52
SCI	0.01%	1.52%	$1.18
RMV.L	0%	1.32%	$0.09
SPY	0%	1.28%	-
ARGT	0%	1.44%	-
MSFT	0%	0.82%	$3
RMS.PA	0%	1.1%	$25
COST	0%	0.48%	$19.22
LOGN.ZU	0%	1.78%	$1.06
V	0%	0.65%	$2.01
GOOG	0%	0.49%	$0.2
META	0%	0.37%	$1
IBKR	0%	0.62%	$0.55
ITUB	-0.05%	-5.03%	$-0.15

Next Dividends

Stock	Type	Date	Pay Per Share
COST	Ex-Dividend	May 2, 2025	$1.30
INGA.NV	Pay Day	May 2, 2025	$0.74
GAW.L	Pay Day	May 7, 2025	$1.29
AALB.NV	Pay Day	May 8, 2025	$1.21
PUK	Pay Day	May 14, 2025	$0.33
MSFT	Ex-Dividend	May 15, 2025	$0.83
ULVR.L	Ex-Dividend	May 15, 2025	$0.52
COST	Pay Day	May 16, 2025	$1.30
NEXI.MI	Ex-Dividend	May 19, 2025	$0.26
NEXI.MI	Pay Day	May 21, 2025	$0.26
RMV.L	Pay Day	May 23, 2025	$0.08
RF.PA	Ex-Dividend	May 26, 2025	$3.01
TEP.PA	Ex-Dividend	May 26, 2025	$4.40
RF.PA	Pay Day	May 28, 2025	$3.01
TEP.PA	Pay Day	May 28, 2025	$4.40
JTC.L	Ex-Dividend	May 29, 2025	$0.10
GS	Ex-Dividend	May 30, 2025	$3.00
IBKR	Ex-Dividend	May 30, 2025	$0.32
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
ULVR.L	Pay Day	Jun 13, 2025	$0.52
IBKR	Pay Day	Jun 13, 2025	$0.32
GOOG	Pay Day	Jun 16, 2025	$0.21
GS	Pay Day	Jun 27, 2025	$3.00
JTC.L	Pay Day	Jun 27, 2025	$0.10
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
ENEL.MI	Pay Day	Jul 23, 2025	$0.28

Performance Metrics

Score 2.7/10

Beta

0.39

0.39

0

0.8

1.2

0

2

Sharpe Ratio

-0.05

-0.05

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.07

-0.07

-1

1

2

3

3

Jensen's Alpha

-5.08

-5.08

-6

0

2

4.5

4.5

Omega Ratio

0.54

0.54

0

1

1.5

2.5

2.5

Treynor Ratio

-0.13

-0.13

-1

0.75

1.25

2

2

Information Ratio

-0.84

-0.84

-1

0.3

0.6

1

1

Calmar Ratio

0.04

0.04

0

0.3

0.6

1

1

Beta

0.39

0.39

0

0.8

1.2

0

2

Sharpe Ratio

-0.05

-0.05

-1

0.5

1

1.5

1.5

Sortino Ratio

-0.07

-0.07

-1

1

2

3

3

Jensen's Alpha

-5.08

-5.08

-6

0

2

4.5

4.5

Omega Ratio

0.54

0.54

0

1

1.5

2.5

2.5

Treynor Ratio

-0.13

-0.13

-1

0.75

1.25

2

2

Information Ratio

-0.84

-0.84

-1

0.3

0.6

1

1

Calmar Ratio

0.04

0.04

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

19.16

High:

BP.L

254.1

Low:

JTC.L

-186.04

Details

PEG Ratio

397.28

High:

SCI

44,980.16

Low:

BYND

-1.92

Details

Price/Book

3.27

High:

RMV.L

70.91

Low:

MCD

-59.24

Details

Price/Sales

2.5

High:

V

18.42

Low:

9618.HK

0.31

Details

Price/CF

10.93

High:

SHOP

86.99

Low:

NDA_SE.ST

1.26

Details

Price/FCF

20.1

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

Details

P/E Ratio

19.16

High:

BP.L

254.1

Low:

JTC.L

-186.04

Details

PEG Ratio

397.28

High:

SCI

44,980.16

Low:

BYND

-1.92

Details

Price/Book

3.27

High:

RMV.L

70.91

Low:

MCD

-59.24

Details

Price/Sales

2.5

High:

V

18.42

Low:

9618.HK

0.31

Details

Price/CF

10.93

High:

SHOP

86.99

Low:

NDA_SE.ST

1.26

Details

Price/FCF

20.1

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-31.35%	Jun 2020	-	59

Monthly Performance