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

+0.22%

Today

+3.6%

This Month

+16.65%

Year To Date

+39.4%

2 Years

+70.36%

5 Years

+14.64%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
29.02%
🍞 Consumer Non Durables
12.46%
🚗 Consumer Durables
8.72%
⛏️ Energy Minerals
7.18%
🧬 Health Technology
5.21%
🚚 Transportation
4.87%
🧪 Process Industries
4.32%
💻 Electronic Technology
3.86%
💰 Finance
3.77%
🛠️ Producer Manufacturing
2.91%
📊 ETFs
2.01%
🛍️ Retail Trade
1.92%
🖥️ Technology Services
1.71%
🏭 Industrial Services
1.64%
📡 Communications
1.47%
💼 Commercial Services
1.26%
💇‍♀️ Consumer Services
1.16%
🪙 Cryptocurrencies
0.84%
⚡ Utilities
0.54%
🪨 Non Energy Minerals
0.5%
📦 Distribution Services
0.19%
🧩 Miscellaneous
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
22.5%
🇺🇸 Nasdaq
11.25%
🇨🇭 SIX
7.92%
🇫🇷 Euronext Paris
5.81%
🇩🇪 FRA
4.97%
🇭🇰 Hong Kong Exchanges
4.37%
🇬🇧 LSE
4%
🇳🇴 Oslo Stock Exchange
1.81%
🇪🇸 Bolsa De Madrid
1.06%
🇺🇸 Chicago Board Options Exchange
0.86%
🌍 Digital Currency
0.84%
🇮🇹 Borsa Italiana
0.61%
🇩🇰 Copenhagen Stock Exchange
0.5%
🇩🇪 Xetra ETFs
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
28.83%
🇨🇭 Switzerland
7.99%
🇫🇷 France
5.81%
🇩🇪 Germany
4.97%
🇬🇧 United Kingdom
4.57%
🇨🇳 China
2.39%
🇭🇰 Hong Kong
2.08%
🇳🇴 Norway
1.81%
🇪🇸 Spain
1.06%
🇨🇦 Canada
1.06%
🇬🇷 Greece
0.85%
🇰🇷 South Korea
0.75%
🇩🇰 Denmark
0.5%
🇧🇷 Brazil
0.4%
🇮🇹 Italy
0.33%
🇳🇱 Netherlands
0.27%
🇮🇱 Israel
0.06%
🇷🇺 Russia
0.02%

Dividends

Dividend Yield

3.07%

95 out of 125 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $WDI.DE (1129.94%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IEP	0.44%	27.56%	$4
RNO.PA	0.2%	6.6%	$1.85
DOW	0.15%	9.88%	$2.8
PFE	0.14%	6.99%	$1.66
KHC	0.1%	5.75%	$1.6
VOW3.DE	0.1%	7.06%	$9.06
UPS	0.09%	6.59%	$6.5
F	0.09%	6.72%	$0.78
BP.L	0.08%	6.09%	$0.23
00257.HK	0.08%	5.54%	$0.22
INSW	0.08%	10.29%	$5.74
KNIN.ZU	0.08%	4.83%	$10
P911.DE	0.06%	5.6%	$2.31
LYB	0.06%	8.53%	$5.09
MAN	0.06%	5.23%	$3.01
TTE.PA	0.05%	6.1%	$3.06
BMW.DE	0.05%	5.13%	$6
NKE	0.05%	2.17%	$1.45
PBR.A	0.05%	11.61%	$2.21
O	0.04%	5.64%	$3.09
PEP	0.04%	3.83%	$5.15
BBVA.MC	0.04%	4.51%	$0.45
ARE	0.04%	6.73%	$5.02
CVE	0.04%	3.65%	$0.44
788.HK	0.04%	3.88%	$0.04
ULVR.L	0.03%	3.42%	$1.47
DAC	0.03%	3.73%	$3.15
SPG	0.03%	5.13%	$7.75
GIVN.ZU	0.03%	1.84%	$68
MC.PA	0.03%	2.79%	$13
QCOM	0.03%	2.22%	$3.25
PUM.DE	0.03%	2.78%	$0.82
HSY	0.03%	3.2%	$5.12
NESN.ZU	0.03%	3.98%	$3
MRK	0.03%	4%	$3.04
STLAM.MI	0.02%	8.68%	$1.55
CLN.ZU	0.02%	4.89%	$0.42
0386.HK	0.02%	6.84%	$0.37
SHEL	0.02%	4%	$2.7
CL	0.02%	2.35%	$1.96
00857.HK	0.02%	6.89%	$0.48
EMSN.ZU	0.02%	2.7%	$20
SAN.PA	0.02%	4.76%	$3.76
SWBI	0.02%	6.48%	$0.48
ENEL.MI	0.02%	6.14%	$0.43
DTE.DE	0.02%	2.98%	$0.77
CA.PA	0.02%	7.63%	$0.87
CVX	0.01%	4.45%	$6.28
SMSN.L	0.01%	1.92%	$23.68
SIKA.ZU	0.01%	1.78%	$3.3
NOVO-B.CO	0.01%	2.75%	$9.4
SBUX	0.01%	2.6%	$2.24
ENG.MC	0.01%	6.04%	$1.41
SRAIL.ZU	0.01%	0.98%	$0.9
CFR.ZU	0.01%	2.14%	$2.75
NHY.OL	0.01%	3.61%	$2.5
AMT	0.01%	2.95%	$6.56
KOG.OL	0.01%	0.79%	-
9618.HK	0.01%	2.98%	$2.97
TLT	0.01%	4.39%	-
INTC	0.01%	2.16%	$0.5
BIL	0.01%	4.68%	-
OXY	0.01%	2.11%	$0.8
SIRI	0.01%	4.57%	$0.1
ROG.ZU	0.01%	3.8%	$9.6
HAS.L	0.01%	4.61%	$0.05
0390.HK	0.01%	4.9%	$0.21
JNJ	0.01%	3.1%	$4.81
01177.HK	0.01%	1.02%	$0.05
PEUG.PA	0.01%	4.24%	$3.25
PG	0.01%	2.66%	$3.83
WMT	0.01%	0.99%	$0.81
CAL	0%	2.04%	$0.28
HOLN.ZU	0%	4.84%	$2.8
RIO	0%	6.6%	$4.34
JDW.L	0%	2.06%	-
HUM	0%	1.61%	$3.54
BN.PA	0%	3.2%	$2.1
AAPL	0%	0.48%	$0.97
LIT	0%	1.04%	-
BBOX.L	0%	5.35%	$0.07
TRN.MI	0%	4.67%	$0.34
MCD	0%	2.35%	$6.53
IS04.DE	0%	2.83%	-
POOL	0%	1.62%	$4.5
ALB	0%	2.1%	$1.6
SCHD	0%	3.97%	-
UHR.ZU	0%	3.21%	$6.5
CRM	0%	0.62%	$0.4
TQQQ	0%	1.41%	-
9988.HK	0%	0.88%	$0.98
UBS	0%	2.31%	$0.71
BX	0%	2.4%	$3.36
VIG	0%	1.79%	-
WDI.DE	0%	1129.94%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
00857.HK	Pay Day	Jul 24, 2025	$0.03
PFE	Ex-Dividend	Jul 25, 2025	$0.43
HUM	Pay Day	Jul 25, 2025	$0.88
0390.HK	Pay Day	Jul 31, 2025	$0.02
O	Ex-Dividend	Aug 1, 2025	$0.27
PG	Pay Day	Aug 15, 2025	$1.06
WMT	Ex-Dividend	Aug 15, 2025	$0.24
CL	Pay Day	Aug 15, 2025	$0.52
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
O	Pay Day	Aug 15, 2025	$0.27
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SBUX	Pay Day	Aug 29, 2025	$0.61
PFE	Pay Day	Sep 2, 2025	$0.43
WMT	Pay Day	Sep 2, 2025	$0.24
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
JNJ	Pay Day	Sep 9, 2025	$1.30
QCOM	Pay Day	Sep 25, 2025	$0.89
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97

Performance Metrics

Score 5.3/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

0.89

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.16

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

0.89

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.16

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.61

High:

AMD

115.08

Low:

TEAM

-118.28

Details

PEG Ratio

298.09

High:

EMSN.ZU

4,617.14

Low:

FOLD

-77.67

Details

Price/Book

3.15

High:

193.87

Low:

NIO

-168.98

Details

Price/Sales

1.64

High:

AGIO

62.06

Low:

03333.HK

0.01

Details

Price/CF

11.09

High:

1,391.74

Low:

ATADL.L

0.14

Details

Price/FCF

30.06

High:

PEP

5,253.35

Low:

ATADL.L

0.53

Details