Portfolio of lucascherny on eToro

lucascherny

🇦🇺 Stock and ETF Value 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

-2.83%

This Month

-7.03%

Year To Date

+28.4%

2 Years

+54.92%

5 Years

+54.92%

10 Years

+10.42%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.55%
🛍️ Retail Trade
20.06%
📊 ETFs
16.09%
🍞 Consumer Non Durables
10.77%
🏥 Health Services
6.51%
🧬 Health Technology
4.97%
💼 Commercial Services
4.08%
💰 Finance
3.8%
🪨 Non Energy Minerals
2.83%
🚚 Transportation
1.54%
💵 Cash
1.3%
💇‍♀️ Consumer Services
0.77%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.97%
🇺🇸 NYSE
44.78%
🇩🇰 Copenhagen Stock Exchange
4.21%

Countries Breakdown

Country
Total

🇺🇸 United States
54.9%
🇨🇳 China
14.04%
🇩🇰 Denmark
4.21%
🇨🇦 Canada
3.91%
🇱🇺 Luxembourg
3.39%
🇺🇾 Uruguay
1.56%
🇰🇾 Cayman Islands
0.87%

Dividends

Dividend Yield

0.91%

13 out of 28 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TROW (5.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.2%	4.69%	$9.4
TROW	0.16%	5.59%	$4.92
NKE	0.11%	2.75%	$1.45
BABA	0.1%	0.79%	$0.98
UNH	0.1%	3.04%	$7.74
TGT	0.06%	3.81%	$4.42
JD.US	0.05%	3.93%	$0.74
META	0.03%	0.32%	$1
STLD	0.03%	1.06%	$1.77
PYPL	0.02%	0.6%	-
GOOG	0.02%	0.28%	$0.2
LUV	0.01%	1.54%	$0.72
BKNG	0.01%	0.93%	$17.5

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.1/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

1.17

-2

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

0.69

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

1.17

-2

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

0.69

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.25

High:

LUV

54.63

Low:

CROX

-66.44

Details

PEG Ratio

266.05

High:

TROW

1,107.77

Low:

DUOL

3.33

Details

Price/Book

6.49

High:

MELI

13.29

Low:

BKNG

-24.32

Details

Price/Sales

5.23

High:

GOOG

9.21

Low:

CNC

0.11

Details

Price/CF

18.65

High:

NKE

31.32

Low:

CNC

3.98

Details

Price/FCF

51.48

High:

BABA

1,196.17

Low:

CNC

4.68

Details

P/E Ratio

26.25

High:

LUV

54.63

Low:

CROX

-66.44

Details

PEG Ratio

266.05

High:

TROW

1,107.77

Low:

DUOL

3.33

Details

Price/Book

6.49

High:

MELI

13.29

Low:

BKNG

-24.32

Details

Price/Sales

5.23

High:

GOOG

9.21

Low:

CNC

0.11

Details

Price/CF

18.65

High:

NKE

31.32

Low:

CNC

3.98

Details

Price/FCF

51.48

High:

BABA

1,196.17

Low:

CNC

4.68

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-28.56%	Apr 2022	Jul 2023	15
-9.77%	Feb 2026	-	2
-9.48%	Mar 2025	Aug 2025	5
-8.79%	Aug 2023	Nov 2023	3
-8.34%	Jan 2022	Mar 2022	2
-3.78%	Apr 2024	May 2024	1
-2.3%	Dec 2024	Jan 2025	1
-2.1%	Oct 2024	Nov 2024	1
-0.98%	Oct 2025	Jan 2026	3

Monthly Performance

Portfolio of lucascherny on eToro

lucascherny

🇦🇺 Stock and ETF Value 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

-2.83%

This Month

-7.03%

Year To Date

+28.4%

2 Years

+54.92%

5 Years

+54.92%

10 Years

+10.42%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
27.55%
🛍️ Retail Trade
20.06%
📊 ETFs
16.09%
🍞 Consumer Non Durables
10.77%
🏥 Health Services
6.51%
🧬 Health Technology
4.97%
💼 Commercial Services
4.08%
💰 Finance
3.8%
🪨 Non Energy Minerals
2.83%
🚚 Transportation
1.54%
💵 Cash
1.3%
💇‍♀️ Consumer Services
0.77%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.97%
🇺🇸 NYSE
44.78%
🇩🇰 Copenhagen Stock Exchange
4.21%

Countries Breakdown

Country
Total

🇺🇸 United States
54.9%
🇨🇳 China
14.04%
🇩🇰 Denmark
4.21%
🇨🇦 Canada
3.91%
🇱🇺 Luxembourg
3.39%
🇺🇾 Uruguay
1.56%
🇰🇾 Cayman Islands
0.87%

Dividends

Dividend Yield

0.91%

13 out of 28 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TROW (5.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.2%	4.69%	$9.4
TROW	0.16%	5.59%	$4.92
NKE	0.11%	2.75%	$1.45
BABA	0.1%	0.79%	$0.98
UNH	0.1%	3.04%	$7.74
TGT	0.06%	3.81%	$4.42
JD.US	0.05%	3.93%	$0.74
META	0.03%	0.32%	$1
STLD	0.03%	1.06%	$1.77
PYPL	0.02%	0.6%	-
GOOG	0.02%	0.28%	$0.2
LUV	0.01%	1.54%	$0.72
BKNG	0.01%	0.93%	$17.5

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.1/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

1.17

-2

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

0.69

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.69

Jensen's Alpha

1.17

-2

4.5

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

0.69

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

1,196.17

Low:

CNC

4.68

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-28.56%	Apr 2022	Jul 2023	15
-9.77%	Feb 2026	-	2
-9.48%	Mar 2025	Aug 2025	5
-8.79%	Aug 2023	Nov 2023	3
-8.34%	Jan 2022	Mar 2022	2
-3.78%	Apr 2024	May 2024	1
-2.3%	Dec 2024	Jan 2025	1
-2.1%	Oct 2024	Nov 2024	1
-0.98%	Oct 2025	Jan 2026	3