Portfolio of lukaslion on eToro

lukaslion

🇨🇭 Stock Investor.

8 copiers.

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

Summary

-0.62%

This Month

+16.27%

Year To Date

+47.45%

2 Years

+74.89%

5 Years

+92.88%

10 Years

+14.04%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
28.08%
🍞 Consumer Non Durables
20.16%
🚚 Transportation
5.6%
⛏️ Energy Minerals
5.4%
🧪 Process Industries
5.26%
🚗 Consumer Durables
4.48%
🧬 Health Technology
4.07%
💻 Electronic Technology
3.28%
💰 Finance
2.62%
🛠️ Producer Manufacturing
2.45%
💼 Commercial Services
2.05%
⚡ Utilities
2.03%
🖥️ Technology Services
1.96%
📊 ETFs
1.81%
🏭 Industrial Services
1.61%
💇‍♀️ Consumer Services
1.41%
📡 Communications
1.03%
🪙 Cryptocurrencies
0.83%
🛍️ Retail Trade
0.59%
📦 Distribution Services
0.2%
🪨 Non Energy Minerals
0.17%
🧩 Miscellaneous
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
19.71%
🇨🇭 SIX
14.05%
🇺🇸 Nasdaq
11.64%
🇫🇷 Euronext Paris
4.76%
🇩🇪 FRA
4.36%
🇬🇧 LSE
3.72%
🇭🇰 Hong Kong Exchanges
3.07%
🇪🇸 Bolsa De Madrid
1.83%
🇳🇴 Oslo Stock Exchange
1.75%
🌍 Digital Currency
0.83%
🇺🇸 Chicago Board Options Exchange
0.83%
🇩🇰 Copenhagen Stock Exchange
0.38%
🇩🇪 Xetra ETFs
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
28.7%
🇨🇭 Switzerland
14.05%
🇫🇷 France
4.76%
🇩🇪 Germany
4.36%
🇬🇧 United Kingdom
3.9%
🇪🇸 Spain
1.83%
🇳🇴 Norway
1.75%
🇭🇰 Hong Kong
1.61%
🇨🇳 China
1.58%
🇰🇷 South Korea
0.56%
🇧🇷 Brazil
0.47%
🇩🇰 Denmark
0.38%
🇬🇷 Greece
0.2%
🇰🇾 Cayman Islands
0.12%
🇮🇱 Israel
0.07%
🇨🇦 Canada
0.03%
🇷🇺 Russia
0.02%

Dividends

Dividend Yield

2.83%

82 out of 119 instruments pay dividend.

18 dividend payments in the next 30 days.

Highest Dividend: $WDI.DE (1156.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IEP	0.35%	23.85%	$4
UPS	0.25%	7.74%	$6.5
RNO.PA	0.16%	6.69%	$1.85
GIVN.ZU	0.13%	2%	$68
PFE	0.13%	6.92%	$1.66
DOW	0.11%	10.06%	$2.8
KHC	0.11%	5.89%	$1.6
ENG.MC	0.09%	6.16%	$1.41
00257.HK	0.09%	5.29%	$0.22
BP.L	0.08%	5.9%	$0.23
MAN	0.08%	5.46%	$3.01
KNIN.ZU	0.08%	5.03%	$10
LYB	0.06%	9.89%	$5.09
CL	0.06%	2.4%	$1.96
TTE.PA	0.05%	6.33%	$3.06
PEP	0.05%	3.81%	$5.15
P911.DE	0.05%	5.25%	$2.31
PBR.A	0.05%	10.4%	$2.21
VAR.OL	0.05%	14.75%	-
SIKA.ZU	0.04%	1.94%	$3.3
788.HK	0.04%	4.35%	$0.04
CLN.ZU	0.03%	5.21%	$0.42
O	0.03%	5.41%	$3.09
NKE	0.03%	2.17%	$1.45
ULVR.L	0.03%	3.2%	$1.47
INSW	0.03%	6.98%	$5.74
F	0.03%	6.41%	$0.78
QCOM	0.03%	2.18%	$3.25
MC.PA	0.03%	2.63%	$13
PUM.DE	0.03%	3.07%	$0.82
AMT	0.03%	3.36%	$6.56
ADS.DE	0.02%	1.14%	$0.7
SBUX	0.02%	2.86%	$2.24
NESN.ZU	0.02%	4.04%	$3
MRK	0.02%	3.86%	$3.04
ARE	0.02%	6.26%	$5.02
0386.HK	0.02%	6.04%	$0.37
KO	0.02%	2.97%	$1.89
EMSN.ZU	0.02%	2.83%	$20
SAN.PA	0.02%	4.94%	$3.76
NTGY.MC	0.02%	5.2%	$1.13
SREN.ZU	0.01%	4.25%	$6.22
NOVO-B.CO	0.01%	3.33%	$9.4
CVX	0.01%	4.4%	$6.28
KOG.OL	0.01%	0.83%	-
TXN	0.01%	2.91%	$5.14
CFR.ZU	0.01%	2.08%	$2.75
SWBI	0.01%	6.01%	$0.48
TLT	0.01%	4.3%	-
HNR1.DE	0.01%	3.69%	$7.2
SMSN.L	0.01%	1.69%	$23.68
BIL	0.01%	4.58%	-
SIRI	0.01%	4.51%	$0.1
BALN.ZU	0.01%	4.03%	$7.7
SRAIL.ZU	0.01%	1%	$0.9
DAC	0.01%	3.6%	$3.15
PG	0.01%	2.59%	$3.83
EOAN.DE	0.01%	3.64%	$0.53
JDW.L	0.01%	2.34%	-
OXY	0.01%	2.07%	$0.8
HOLN.ZU	0%	4.64%	$2.8
ORA.PA	0%	5.52%	$0.72
IBM	0%	2.7%	$6.65
BBOX.L	0%	5.75%	$0.07
IS04.DE	0%	2.83%	-
SPG	0%	4.65%	$7.75
POOL	0%	1.48%	$4.5
HAS.L	0%	2.02%	$0.05
VOD	0%	4%	$0.94
SCHD	0%	3.87%	-
LIT	0%	0.69%	-
UHR.ZU	0%	3.05%	$6.5
CRM	0%	0.65%	$0.4
HSY	0%	2.96%	$5.12
9988.HK	0%	0.78%	$0.98
CAL	0%	1.8%	$0.28
AAPL	0%	0.43%	$0.97
INTC	0%	0.51%	$0.5
STLD	0%	1.46%	$1.77
HUM	0%	1.15%	$3.54
SAP.DE	0%	1.03%	$2.2
WDI.DE	0%	1156.07%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
SPG	Ex-Dividend	Sep 9, 2025	$2.15
CVX	Pay Day	Sep 10, 2025	$1.71
IBM	Pay Day	Sep 10, 2025	$1.68
OXY	Ex-Dividend	Sep 10, 2025	$0.24
INSW	Ex-Dividend	Sep 10, 2025	$0.65
ULVR.L	Pay Day	Sep 12, 2025	$0.52
CAL	Ex-Dividend	Sep 12, 2025	$0.07
DOW	Pay Day	Sep 12, 2025	$0.35
KO	Ex-Dividend	Sep 15, 2025	$0.51
MRK	Ex-Dividend	Sep 15, 2025	$0.81
HSY	Pay Day	Sep 15, 2025	$1.37
O	Pay Day	Sep 15, 2025	$0.27
SWBI	Ex-Dividend	Sep 18, 2025	$0.13
00257.HK	Ex-Dividend	Sep 22, 2025	$0.02
IEP	Pay Day	Sep 24, 2025	$0.50
INSW	Pay Day	Sep 24, 2025	$0.65
QCOM	Pay Day	Sep 25, 2025	$0.89
0386.HK	Pay Day	Sep 25, 2025	$0.01
HUM	Ex-Dividend	Sep 26, 2025	$0.88
KHC	Pay Day	Sep 26, 2025	$0.40
CAL	Pay Day	Sep 26, 2025	$0.07
PEP	Pay Day	Sep 30, 2025	$1.42
STLD	Ex-Dividend	Sep 30, 2025	$0.50
SPG	Pay Day	Sep 30, 2025	$2.15
ARE	Ex-Dividend	Sep 30, 2025	$1.32
KO	Pay Day	Oct 1, 2025	$0.51
NKE	Pay Day	Oct 1, 2025	$0.40
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
SWBI	Pay Day	Oct 2, 2025	$0.13
TTE.PA	Pay Day	Oct 3, 2025	$0.97
MRK	Pay Day	Oct 7, 2025	$0.81
STLD	Pay Day	Oct 10, 2025	$0.50
OXY	Pay Day	Oct 15, 2025	$0.24
ARE	Pay Day	Oct 15, 2025	$1.32
HAS.L	Ex-Dividend	Oct 16, 2025	$0.00
00257.HK	Pay Day	Oct 20, 2025	$0.02
HUM	Pay Day	Oct 31, 2025	$0.88
788.HK	Pay Day	Oct 31, 2025	$0.02
HAS.L	Pay Day	Nov 26, 2025	$0.00
MC.PA	Ex-Dividend	Dec 2, 2025	$6.47
ORA.PA	Ex-Dividend	Dec 2, 2025	$0.35
MC.PA	Pay Day	Dec 4, 2025	$6.47
ORA.PA	Pay Day	Dec 4, 2025	$0.35

Performance Metrics

Score 5.2/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

0.68

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

1.21

Jensen's Alpha

0.68

-2

4.5

Omega Ratio

0.96

1.5

2.5

Treynor Ratio

1.18

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.3

High:

FIG

290.21

Low:

ARE

-627.48

Details

PEG Ratio

446.2

High:

AAPL

24,779.06

Low:

TEAM

-1,128.33

Details

Price/Book

3.71

High:

96.33

Low:

NIO

-76.32

Details

Price/Sales

1.95

High:

AGIO

51.21

Low:

03333.HK

0.01

Details

Price/CF

12.39

High:

1,391.74

Low:

ATADL.L

0.14

Details

Price/FCF

42.74

High:

PEP

5,253.35

Low:

ATADL.L

0.53

Details