Portfolio of lukaslion on eToro

lukaslion

🇨🇭 Stock 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

+9.12%

This Month

+4.24%

Year To Date

+37.44%

2 Years

+14.4%

5 Years

+108.42%

10 Years

+14.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.88%
🍞 Consumer Non Durables
19.56%
💵 Cash
9.38%
💼 Commercial Services
6.98%
🚚 Transportation
6.43%
🧪 Process Industries
5.1%
🖥️ Technology Services
4.93%
🧬 Health Technology
4.04%
🪨 Non Energy Minerals
2.8%
🪙 Cryptocurrencies
2.46%
🚗 Consumer Durables
2.04%
💇‍♀️ Consumer Services
1.76%
⛏️ Energy Minerals
1.59%
🏭 Industrial Services
1.38%
📊 ETFs
1.17%
🏥 Health Services
0.89%
🛠️ Producer Manufacturing
0.79%
🛍️ Retail Trade
0.77%
📡 Communications
0.76%
⚡ Utilities
0.71%
💻 Electronic Technology
0.57%
🧩 Miscellaneous
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
29.43%
🇨🇭 SIX
25.61%
🇺🇸 Nasdaq
12.95%
🇬🇧 LSE
4.32%
🇩🇪 FRA
4.1%
🇫🇷 Euronext Paris
3.78%
🇮🇹 Borsa Italiana
2.74%
🌍 Digital Currency
2.46%
🇭🇰 Hong Kong Exchanges
1.47%
🇩🇰 Copenhagen Stock Exchange
1.4%
🇪🇸 Bolsa De Madrid
0.3%
🇩🇪 Xetra ETFs
0.1%

Countries Breakdown

Country
Total

🇨🇭 Switzerland
31.98%
🇺🇸 United States
30.11%
🇬🇧 United Kingdom
6.27%
🇩🇪 Germany
4.53%
🇫🇷 France
3.78%
🇮🇹 Italy
2.74%
🇨🇳 China
1.44%
🇩🇰 Denmark
1.4%
🇮🇳 India
0.61%
🇮🇱 Israel
0.44%
🇺🇾 Uruguay
0.42%
🇸🇬 Singapore
0.33%
🇪🇸 Spain
0.3%
🇨🇦 Canada
0.27%
🇯🇵 Japan
0.15%
🇭🇰 Hong Kong
0.14%
🇰🇾 Cayman Islands
0.12%
🇷🇺 Russia
0.02%

Dividends

Dividend Yield

3.16%

73 out of 119 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $WDI.DE (2352.94%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IEP	0.31%	24.84%	$4
KHC	0.24%	7.21%	$1.6
NEXI.MI	0.22%	8%	-
NKE	0.17%	3.48%	$1.45
SREN.ZU	0.17%	4.72%	$6.22
UBS	0.16%	2.47%	$0.71
GIVN.ZU	0.15%	2.48%	$68
PEUG.PA	0.15%	4.9%	$3.25
ARE	0.11%	8.39%	$5.02
UPS	0.11%	6.13%	$6.5
UBSG.ZU	0.11%	2.52%	$0.64
PFE	0.07%	6.24%	$1.66
HOLN.ZU	0.07%	2.35%	$2.8
HPQ	0.06%	6.01%	$1.1
SIKA.ZU	0.06%	2.42%	$3.3
MSDL	0.05%	12.62%	-
DOW	0.05%	4.79%	$2.8
MAN	0.05%	4.53%	$3.01
NOVO-B.CO	0.05%	4.54%	$9.4
KNIN.ZU	0.05%	3.2%	$10
P911.DE	0.05%	5.47%	$2.31
LHA.DE	0.04%	4.22%	$0.3
LYB	0.04%	7.17%	$5.09
CLN.ZU	0.04%	5.08%	$0.42
RNO.PA	0.03%	6.94%	$1.85
PEP	0.03%	3.63%	$5.15
788.HK	0.03%	4.33%	$0.04
GEBN.ZU	0.03%	2.38%	$12.7
ULVR.L	0.03%	4.04%	$1.47
AMT	0.03%	3.8%	$6.56
CPB	0.02%	7.37%	$1.48
BCS	0.02%	1.86%	$0.39
PUM.DE	0.02%	2.34%	$0.82
EZJ.L	0.02%	3.46%	$0.05
HAS.L	0.02%	1.27%	$0.05
CL	0.02%	2.49%	$1.96
STOGR.CO	0.02%	6.88%	-
SRAIL.ZU	0.02%	2.27%	$0.9
KO	0.02%	2.73%	$1.89
NTGY.MC	0.02%	5.36%	$1.13
0386.HK	0.02%	4.93%	$0.37
DB	0.01%	3.52%	$0.49
LONN.ZU	0.01%	0.95%	$4
SAN.PA	0.01%	5.03%	$3.76
SIRI	0.01%	3.97%	$0.1
BMW.DE	0.01%	5.28%	$6
QCOM	0.01%	2.55%	$3.25
VOW3.DE	0.01%	7.05%	$9.06
SAP.DE	0.01%	1.66%	$2.2
DIS	0.01%	1.41%	$0.75
FIS	0.01%	3.41%	$1.76
ADS.DE	0.01%	1.94%	$0.7
BAER.ZU	0.01%	4.11%	$2.6
BLK	0.01%	2.03%	$20.2
HBAN.ZU	0.01%	3.48%	$6.3
00257.HK	0.01%	4.95%	$0.22
EMSN.ZU	0.01%	2.57%	$20
SBUX	0.01%	2.48%	$2.24
ORCL	0%	1.01%	$1.6
DPZ	0%	1.95%	$5.44
JDW.L	0%	1.93%	-
BBOX.L	0%	5.16%	$0.07
CRM	0%	0.9%	$0.4
MCD	0%	2.36%	$6.53
HDB	0%	1.21%	$0.6
CAL	0%	1.99%	$0.28
9988.HK	0%	0.75%	$0.98
NTDOY	0%	1.05%	$0.24
BRO	0%	0.94%	$0.51
HUM	0%	1.7%	$3.54
TPB	0%	0.36%	$0.27
BMNR	0%	0.04%	-
WDI.DE	0%	2352.94%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
CRM	Pay Day	Apr 23, 2026	$0.44
HAS.L	Pay Day	Apr 23, 2026	$0.00
UBS	Pay Day	Apr 23, 2026	$1.10
ORCL	Pay Day	Apr 24, 2026	$0.50
MSDL	Pay Day	Apr 24, 2026	$0.45
AMT	Pay Day	Apr 28, 2026	$1.79
CPB	Pay Day	May 4, 2026	$0.39
SAN.PA	Ex-Dividend	May 5, 2026	$4.84
SAP.DE	Ex-Dividend	May 6, 2026	$2.95
SAN.PA	Pay Day	May 7, 2026	$4.84
JDW.L	Ex-Dividend	May 7, 2026	$0.05
SAP.DE	Pay Day	May 8, 2026	$2.95
RNO.PA	Ex-Dividend	May 8, 2026	$2.60
RNO.PA	Pay Day	May 12, 2026	$2.60
LONN.ZU	Ex-Dividend	May 13, 2026	$6.52
CL	Pay Day	May 15, 2026	$0.53
SBUX	Ex-Dividend	May 15, 2026	$0.62
LONN.ZU	Pay Day	May 15, 2026	$6.52
NEXI.MI	Ex-Dividend	May 18, 2026	$0.35
HOLN.ZU	Ex-Dividend	May 19, 2026	$2.20
788.HK	Ex-Dividend	May 20, 2026	$0.05
NEXI.MI	Pay Day	May 20, 2026	$0.35
HOLN.ZU	Pay Day	May 21, 2026	$2.20
SBUX	Pay Day	May 29, 2026	$0.62
DOW	Ex-Dividend	May 29, 2026	$0.35
00257.HK	Ex-Dividend	Jun 2, 2026	$0.01
QCOM	Ex-Dividend	Jun 4, 2026	$0.92
JDW.L	Pay Day	Jun 4, 2026	$0.05
0386.HK	Ex-Dividend	Jun 8, 2026	$0.02
DOW	Pay Day	Jun 12, 2026	$0.35
QCOM	Pay Day	Jun 25, 2026	$0.92
HUM	Ex-Dividend	Jun 26, 2026	$0.89
0386.HK	Pay Day	Jun 26, 2026	$0.02
DIS	Ex-Dividend	Jun 30, 2026	$0.75
788.HK	Pay Day	Jun 30, 2026	$0.05
00257.HK	Pay Day	Jul 2, 2026	$0.01
DIS	Pay Day	Jul 22, 2026	$0.75
HUM	Pay Day	Jul 31, 2026	$0.89

Performance Metrics

Score 4.8/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

0.07

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.33

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.04

Jensen's Alpha

0.07

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

1.01

0.75

1.25

Information Ratio

-0.06

-1

0.3

0.6

Calmar Ratio

0.33

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.44

High:

PLTR

231.34

Low:

LONN.ZU

-133.93

Details

PEG Ratio

349.25

High:

GEBN.ZU

6,683.76

Low:

TEAM

-216.66

Details

Price/Book

2.27

High:

1,273.15

Low:

BYND

-373.91

Details

Price/Sales

1.79

High:

BMNR

624.36

Low:

03333.HK

0.01

Details

Price/CF

15.12

High:

PLTR

214.31

Low:

ATADL.L

0.14

Details

Price/FCF

53.53

High:

HOLN.ZU

3,308.54

Low:

ATADL.L

0.53

Details