Portfolio of lucascherny on eToro

lucascherny

🇦🇺 Value Stock Investor.

3 copiers.

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

Summary

+0.8%

Today

+3.33%

This Month

+8.15%

Year To Date

+51.99%

2 Years

+48.41%

5 Years

+11.37%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.5%
🛍️ Retail Trade
23.67%
📊 ETFs
16.15%
🍞 Consumer Non Durables
5.86%
💰 Finance
5.86%
🪨 Non Energy Minerals
4.2%
💼 Commercial Services
3.86%
🧬 Health Technology
2.83%
💵 Cash
2.31%
🏥 Health Services
2.18%
💻 Electronic Technology
2%
🚚 Transportation
1.61%
💇‍♀️ Consumer Services
0.76%
⛏️ Energy Minerals
0.71%
🪙 Cryptocurrencies
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.08%
🇺🇸 Nasdaq
43.28%
🇩🇰 Copenhagen Stock Exchange
2.83%
🌍 Digital Currency
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
52.46%
🇨🇳 China
16.75%
🇱🇺 Luxembourg
3.6%
🇩🇰 Denmark
2.83%
🇺🇾 Uruguay
2.29%
🇬🇧 United Kingdom
1.99%
🇰🇾 Cayman Islands
0.77%
🇧🇷 Brazil
0.71%
🇨🇦 Canada
0.63%

Dividends

Dividend Yield

1.43%

24 out of 34 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PBR (15.77%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TROW	0.17%	5.37%	$4.92
RIO	0.13%	6.78%	$4.34
BABA	0.13%	0.87%	$0.98
VOO	0.12%	1.37%	-
HPQ	0.12%	4.56%	$1.1
PBR	0.11%	15.77%	$1.73
NKE	0.1%	2.52%	$1.45
VTI	0.07%	1.37%	-
NOVO-B.CO	0.07%	2.32%	$9.4
UNH	0.06%	2.83%	$7.74
JD.US	0.05%	2.98%	$0.74
META	0.05%	0.29%	$1
INTC	0.05%	2.47%	$0.5
TGT	0.04%	4.63%	$4.42
STLD	0.03%	1.44%	$1.77
DG.US	0.03%	2.09%	$2.36
GOOG	0.02%	0.46%	$0.2
SBUX	0.02%	2.7%	$2.24
AXP	0.02%	0.97%	$2.6
LUV	0.01%	2.17%	$0.72
SCHD	0.01%	4.03%	-
VUG	0.01%	0.51%	-
QQQ	0%	0.58%	-
COST	0%	0.47%	$19.22

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
HPQ	Ex-Dividend	Jun 11, 2025	$0.29
BABA	Ex-Dividend	Jun 12, 2025	$0.95
TROW	Ex-Dividend	Jun 13, 2025	$1.27
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
UNH	Ex-Dividend	Jun 16, 2025	$2.21
LUV	Ex-Dividend	Jun 18, 2025	$0.18
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
TROW	Pay Day	Jun 27, 2025	$1.27
STLD	Ex-Dividend	Jun 30, 2025	$0.50
NKE	Pay Day	Jul 1, 2025	$0.40
HPQ	Pay Day	Jul 2, 2025	$0.29
LUV	Pay Day	Jul 9, 2025	$0.18
BABA	Pay Day	Jul 10, 2025	$0.95
STLD	Pay Day	Jul 11, 2025	$0.50
PBR	Pay Day	Sep 29, 2025	$0.11

Performance Metrics

Score 5.5/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

3.56

-2

4.5

Omega Ratio

1.35

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

0.4

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.62

Jensen's Alpha

3.56

-2

4.5

Omega Ratio

1.35

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

0.4

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.88

High:

MELI

63.51

Low:

INTC

-4.47

Details

PEG Ratio

73.01

High:

COST

615.73

Low:

UBER

1.95

Details

Price/Book

6.04

High:

MELI

26.16

Low:

HPQ

-18.24

Details

Price/Sales

5.21

High:

META

10.41

Low:

JD.US

0.3

Details

Price/CF

14.91

High:

COST

36.08

Low:

PBR

2.59

Details

Price/FCF

28.37

High:

SBUX

1,256.06

Low:

5.19

Details