DECEMBER
+2.33%
2024
+4.72%
2 YEARS
+28.6%
5 YEARS
+22.16%
ANNUALIZED RETURN
+6.71%
TRACK RECORD
3.1 years
About LuxuryBrands
Luxury Brands are associated with high levels of quality, craftsmanship and price tags. They are present in many different sectors including retail, hospitality and fashion. Luxury brands are fueled by those who want to be part of society’s elite, and by owning these products they are able to send a message regarding their social status.
Despite the exclusivity of owning these luxury brands, it remains a multi-billion dollar industry, with the recent growth of the online shopping industry making it easier for these companies to reach their clients around the world.
eToro’s LuxuryBrands Smart Portfolio is comprised of stocks of companies that either manufacture goods that are considered luxury brands, or companies that own the brands themselves. The brands are synonymous with wealth, status and exclusivity, from which these brands derive their value.
The minimum investment amount for this portfolio is $500.
Despite the exclusivity of owning these luxury brands, it remains a multi-billion dollar industry, with the recent growth of the online shopping industry making it easier for these companies to reach their clients around the world.
eToro’s LuxuryBrands Smart Portfolio is comprised of stocks of companies that either manufacture goods that are considered luxury brands, or companies that own the brands themselves. The brands are synonymous with wealth, status and exclusivity, from which these brands derive their value.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
529
Assets Under Copy
$300K-$1M
Risk Score
4
Type
Smart Portfolio
Copiers
529
Assets Under Copy
$300K-$1M
Risk Score
4
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.43% | Aug 2023 | - | 17 |
-11.55% | Aug 2022 | Nov 2022 | 3 |
-10.13% | May 2022 | Jul 2022 | 2 |
-7.09% | Dec 2022 | Jan 2023 | 1 |
-5.3% | Apr 2023 | Jun 2023 | 2 |
Performance Metrics
Score 4.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
0.78
0.78
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
0.78
0.78
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables36.46%
- 🚗 Consumer Durables27.81%
- 💇♀️ Consumer Services17.75%
- 🛍️ Retail Trade13.45%
- 🧬 Health Technology3.79%
- 💵 Cash0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.17%
- 🇫🇷 Euronext Paris22.51%
- 🇨🇭 SIX9.71%
- 🇬🇧 LSE7.05%
- 🇩🇰 Copenhagen Stock Exchange4.57%
- 🇺🇸 Nasdaq4.24%
- 🇮🇹 Borsa Italiana4.18%
- 🇩🇪 FRA2.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.14%
- 🇫🇷 France22.51%
- 🇨🇭 Switzerland9.71%
- 🇮🇹 Italy8.35%
- 🇬🇧 United Kingdom7.05%
- 🇩🇰 Denmark4.57%
- 🇩🇪 Germany2.83%
- 🇨🇳 China2.1%
Dividends
Dividend Yield
2.19%
23 out of 25 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (9.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.27% | 9.53% | $5.3 |
 BRBY.L | 0.21% | 6.42% | $0.61 |
 MTN | 0.15% | 4.83% | $8.56 |
 TPR | 0.15% | 2.07% | $1.4 |
 KER.PA | 0.14% | 5.17% | $14 |
 RI.PA | 0.14% | 4.55% | $4.7 |
 CFR.ZU | 0.14% | 1.98% | $2.75 |
 DGE.L | 0.13% | 3.41% | $0.81 |
 UHR.ZU | 0.12% | 4.2% | $6.5 |
 RCO.PA | 0.09% | 3.81% | $2 |
 MONC.MI | 0.09% | 2.17% | $1.15 |
 MC.PA | 0.09% | 2.01% | $13 |
 EL | 0.08% | 3.15% | $2.64 |
 PNDORA.CO | 0.07% | 1.47% | $18 |
 EL.PA | 0.06% | 1.68% | $3.95 |
 RL | 0.05% | 1.36% | $3.08 |
 OR.PA | 0.05% | 2% | $6.6 |
 RMS.PA | 0.04% | 1.06% | $25 |
 MAR | 0.04% | 0.87% | $2.19 |
 TOL | 0.03% | 0.7% | $0.86 |
 RACE | 0.03% | 0.65% | $2.64 |
 RCL | 0.02% | 0.41% | - |
 HLT | 0.01% | 0.24% | $0.6 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
KER.PA | Pay Day | Jan 16 | $2.10 |
TOL | Pay Day | Jan 24 | $0.23 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results