Portfolio of lucascherny on eToro

lucascherny

🇦🇺 Value Stock Investor.

2 copiers.

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

Summary

+0.01%

Today

-9.07%

This Month

-6.46%

Year To Date

+44.31%

2 Years

+28.36%

5 Years

+7.39%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛍️ Retail Trade
25.35%
🖥️ Technology Services
23.37%
📊 ETFs
17.79%
💰 Finance
6.54%
💻 Electronic Technology
5.91%
🍞 Consumer Non Durables
5.9%
🪨 Non Energy Minerals
4.93%
💼 Commercial Services
4.04%
🧬 Health Technology
2.29%
🚚 Transportation
1.67%
⛏️ Energy Minerals
0.92%
💇‍♀️ Consumer Services
0.87%
🏥 Health Services
0.16%
🪙 Cryptocurrencies
0.16%
💵 Cash
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.73%
🇺🇸 Nasdaq
42.73%
🇩🇰 Copenhagen Stock Exchange
2.29%
🌍 Digital Currency
0.16%

Countries Breakdown

Country
Total

🇺🇸 United States
52.76%
🇨🇳 China
18.07%
🇬🇧 United Kingdom
2.47%
🇺🇾 Uruguay
2.44%
🇩🇰 Denmark
2.29%
🇱🇺 Luxembourg
2.13%
🇧🇷 Brazil
0.92%
🇰🇾 Cayman Islands
0.88%

Dividends

Dividend Yield

1.62%

27 out of 37 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $PBR (15.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TROW	0.22%	5.79%	$4.92
RIO	0.17%	6.87%	$4.34
BABA	0.15%	0.9%	$0.98
PBR	0.14%	15.73%	$1.73
HPQ	0.14%	4.74%	$1.1
VOO	0.13%	1.36%	-
NKE	0.11%	2.76%	$1.45
VTI	0.08%	1.36%	-
INTC	0.06%	2.64%	$0.5
NOVO-B.CO	0.06%	2.73%	$9.4
META	0.06%	0.4%	$1
TGT	0.05%	4.81%	$4.42
STLD	0.04%	1.59%	$1.77
DG.US	0.03%	2.54%	$2.36
GOOG	0.03%	0.52%	$0.2
SBUX	0.03%	2.94%	$2.24
JD.US	0.02%	2.82%	$0.74
AXP	0.02%	1.16%	$2.6
LUV	0.02%	2.91%	$0.72
VNQ	0.01%	4.01%	-
KO	0.01%	2.69%	$1.89
VUG	0.01%	0.52%	-
SCHD	0.01%	3.72%	-
VTV	0.01%	2.27%	-
AAPL	0%	0.51%	$0.97
COST	0%	0.48%	$19.22
QQQ	0%	0.64%	-

Next Dividends

Stock	Type	Date	Pay Per Share
QQQ	Pay Day	Apr 24, 2025	$0.72
JD.US	Pay Day	Apr 29, 2025	$1.00
COST	Ex-Dividend	May 2, 2025	$1.30
AXP	Pay Day	May 9, 2025	$0.82
TGT	Ex-Dividend	May 14, 2025	$1.12
SBUX	Ex-Dividend	May 16, 2025	$0.61
COST	Pay Day	May 16, 2025	$1.30
SBUX	Pay Day	May 30, 2025	$0.61
TGT	Pay Day	Jun 1, 2025	$1.12
VUG	Pay Day	Jul 1, 2025	$0.46

Performance Metrics

Score 5.6/10

Beta

1.08

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

4.85

-2

Omega Ratio

1.49

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

0.52

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Beta

1.08

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

4.85

-2

Omega Ratio

1.49

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

0.52

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

20.11

High:

COST

58.06

Low:

INTC

-4.33

Details

PEG Ratio

102.64

High:

GLOB

1,040.99

Low:

UBER

Details

Price/Book

4.96

High:

AAPL

44.38

Low:

HPQ

-21

Details

Price/Sales

4.55

High:

META

7.92

Low:

JD.US

0.33

Details

Price/CF

16.2

High:

LUV

46.65

Low:

PBR

2.35

Details

Price/FCF

29.31

High:

SBUX

374.53

Low:

5.19

Details