Portfolio of lukael148 on eToro

lukael148

🇸🇰 Stock Value 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

+3.74%

This Month

+3.74%

Year To Date

+21.24%

2 Years

+48.75%

5 Years

+109.54%

10 Years

+14.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
40.07%
🖥️ Technology Services
14.08%
🏥 Health Services
11.15%
🧬 Health Technology
7.78%
🧪 Process Industries
6.78%
💵 Cash
5.87%
💇‍♀️ Consumer Services
5.12%
🚗 Consumer Durables
3.78%
🛍️ Retail Trade
3.35%
🍞 Consumer Non Durables
2.75%
🪨 Non Energy Minerals
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
78.16%
🇺🇸 Nasdaq
16.69%
🇬🇧 LSE
0.2%

Countries Breakdown

Country
Total

🇺🇸 United States
78.05%
🇬🇧 United Kingdom
9.03%
🇮🇹 Italy
3.78%
🇩🇰 Denmark
2.74%
🇮🇳 India
1.46%

Dividends

Dividend Yield

3.96%

21 out of 22 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $EVR.L (17.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LYB	0.74%	10.89%	$5.09
IIPR	0.69%	15.88%	$7.34
SPG	0.69%	4.69%	$7.75
O	0.37%	5.37%	$3.09
DLR	0.33%	3%	$4.88
CMCSA	0.24%	4.65%	$1.2
UNH	0.15%	2.98%	$7.74
CI	0.14%	2.24%	$5.26
CVS	0.12%	3.6%	$2.54
MRK	0.11%	3.13%	$3.04
BTI	0.1%	5%	$2.92
NVO	0.06%	2.04%	$0.98
RACE	0.04%	1.05%	$2.64
BAC	0.04%	2.09%	$0.96
EVR.L	0.04%	17.85%	-
MSFT	0.03%	0.78%	$3
ZTS	0.02%	1.67%	$1.67
CRM	0.02%	0.76%	$0.4
GOOG	0.02%	0.24%	$0.2
NKE	0.02%	2.59%	$1.45
HDB	0.01%	0.99%	$0.6

Next Dividends

Stock	Type	Date	Pay Per Share
BTI	Pay Day	Feb 9, 2026	$0.75

Performance Metrics

Score 5.5/10

Beta

0.78

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.67

0.3

0.6

Beta

0.78

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.67

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.52

High:

CVS

193.44

Low:

LYB

-13.43

Details

410.6

High:

3,078.06

Low:

EVR.L

0.26

Details

Price/Book

6.99

High:

SPG

25.98

Low:

IIPR

0.74

Details

Price/Sales

4.73

High:

MSFT

12.24

Low:

CVS

0.24

Details

Price/CF

18.74

High:

RACE

32.91

Low:

EVR.L

3.5

Details

Price/FCF

45.88

High:

NKE

947.69

Low:

CMCSA

7.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.6%	Jul 2021	Jul 2023	24
-15.26%	Dec 2024	Jan 2026	13
-12.88%	Aug 2023	Dec 2023	4
-8.25%	Sep 2020	Nov 2020	2
-2.49%	Jan 2024	Mar 2024	2
-2.45%	Jul 2020	Aug 2020	1
-2.02%	Apr 2024	May 2024	1
-1.03%	Jun 2024	Jul 2024	1
-0.41%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of lukael148 on eToro

lukael148

🇸🇰 Stock Value 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

+3.74%

This Month

+3.74%

Year To Date

+21.24%

2 Years

+48.75%

5 Years

+109.54%

10 Years

+14.88%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
40.07%
🖥️ Technology Services
14.08%
🏥 Health Services
11.15%
🧬 Health Technology
7.78%
🧪 Process Industries
6.78%
💵 Cash
5.87%
💇‍♀️ Consumer Services
5.12%
🚗 Consumer Durables
3.78%
🛍️ Retail Trade
3.35%
🍞 Consumer Non Durables
2.75%
🪨 Non Energy Minerals
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
78.16%
🇺🇸 Nasdaq
16.69%
🇬🇧 LSE
0.2%

Countries Breakdown

Country
Total

🇺🇸 United States
78.05%
🇬🇧 United Kingdom
9.03%
🇮🇹 Italy
3.78%
🇩🇰 Denmark
2.74%
🇮🇳 India
1.46%

Dividends

Dividend Yield

3.96%

21 out of 22 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $EVR.L (17.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LYB	0.74%	10.89%	$5.09
IIPR	0.69%	15.88%	$7.34
SPG	0.69%	4.69%	$7.75
O	0.37%	5.37%	$3.09
DLR	0.33%	3%	$4.88
CMCSA	0.24%	4.65%	$1.2
UNH	0.15%	2.98%	$7.74
CI	0.14%	2.24%	$5.26
CVS	0.12%	3.6%	$2.54
MRK	0.11%	3.13%	$3.04
BTI	0.1%	5%	$2.92
NVO	0.06%	2.04%	$0.98
RACE	0.04%	1.05%	$2.64
BAC	0.04%	2.09%	$0.96
EVR.L	0.04%	17.85%	-
MSFT	0.03%	0.78%	$3
ZTS	0.02%	1.67%	$1.67
CRM	0.02%	0.76%	$0.4
GOOG	0.02%	0.24%	$0.2
NKE	0.02%	2.59%	$1.45
HDB	0.01%	0.99%	$0.6

Next Dividends

Stock	Type	Date	Pay Per Share
BTI	Pay Day	Feb 9, 2026	$0.75

Performance Metrics

Score 5.5/10

Beta

0.78

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.67

0.3

0.6

Beta

0.78

0.8

1.2

Sharpe Ratio

0.59

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

0.48

-2

4.5

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.21

0.75

1.25

Information Ratio

-0.17

-1

0.3

0.6

Calmar Ratio

0.67

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.52

High:

CVS

193.44

Low:

LYB

-13.43

Details

410.6

High:

3,078.06

Low:

EVR.L

0.26

Details

Price/Book

6.99

High:

SPG

25.98

Low:

IIPR

0.74

Details

Price/Sales

4.73

High:

MSFT

12.24

Low:

CVS

0.24

Details

Price/CF

18.74

High:

RACE

32.91

Low:

EVR.L

3.5

Details

Price/FCF

45.88

High:

NKE

947.69

Low:

CMCSA

7.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.6%	Jul 2021	Jul 2023	24
-15.26%	Dec 2024	Jan 2026	13
-12.88%	Aug 2023	Dec 2023	4
-8.25%	Sep 2020	Nov 2020	2
-2.49%	Jan 2024	Mar 2024	2
-2.45%	Jul 2020	Aug 2020	1
-2.02%	Apr 2024	May 2024	1
-1.03%	Jun 2024	Jul 2024	1
-0.41%	Oct 2024	Nov 2024	1