Portfolio of LucaMulargiu on eToro

LucaMulargiu

🇮🇹 Stock Value Investor.

53 copiers.

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

Summary

+10.7%

This Month

+5.31%

Year To Date

+42.59%

2 Years

+77.9%

5 Years

+77.9%

10 Years

+17.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
17.84%
🖥️ Technology Services
17.08%
💰 Finance
15.91%
🛍️ Retail Trade
14.48%
💇‍♀️ Consumer Services
6.74%
💵 Cash
6.35%
💼 Commercial Services
5.41%
🚚 Transportation
5.01%
🏥 Health Services
4.85%
🍞 Consumer Non Durables
3.72%
🧬 Health Technology
1.85%
🛠️ Producer Manufacturing
1.45%
🚗 Consumer Durables
1.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
40.98%
🇺🇸 Nasdaq
26.38%
🇬🇧 LSE
8.73%
🇳🇱 Euronext Amsterdam
7.95%
🇭🇰 Hong Kong Exchanges
4.19%
🇸🇪 Stockholm Stock Exchange
3.73%
🇩🇪 FRA
2.52%
🇫🇷 Euronext Paris
0.9%

Countries Breakdown

Country
Total

🇺🇸 United States
47.24%
🇳🇱 Netherlands
8.85%
🇨🇳 China
7.26%
🇺🇾 Uruguay
6.25%
🇰🇷 South Korea
6.01%
🇸🇪 Sweden
3.73%
🇹🇼 Taiwan
3.27%
🇬🇧 United Kingdom
2.71%
🇩🇪 Germany
2.52%
🇮🇳 India
2.33%
🇮🇱 Israel
1.79%
🇸🇬 Singapore
1.36%
🇮🇹 Italy
1.05%
🇩🇰 Denmark
1%

Dividends

Dividend Yield

1.18%

32 out of 42 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVO.ST	0.18%	4.78%	$31.03
UNH	0.09%	2.72%	$7.74
2318.HK	0.09%	4.96%	$2.63
GRG.L	0.07%	4.24%	$0.6
BATS.L	0.06%	5.82%	$2.36
PFE	0.05%	6.24%	$1.66
ALV.DE	0.05%	4.39%	$13.8
ASML.NV	0.04%	0.6%	$6.1
SMSN.L	0.03%	0.58%	$23.68
MCD	0.03%	2.36%	$6.53
9618.HK	0.03%	3.2%	$2.97
C	0.03%	1.77%	$2.12
SPGI	0.03%	0.88%	$3.62
SIE.DE	0.03%	2.2%	$4.7
NVO	0.03%	3.04%	$0.98
HDB	0.03%	1.21%	$0.6
KO	0.03%	2.73%	$1.89
BAC	0.02%	2.04%	$0.96
MSCI	0.02%	1.34%	$5.96
MSFT	0.02%	0.85%	$3
BABA	0.02%	0.73%	$0.98
BKNG	0.02%	0.82%	$17.5
BLK	0.02%	2.03%	$20.2
BRO	0.02%	0.94%	$0.51
TSM	0.02%	0.62%	$1.74
AIR.PA	0.02%	1.81%	$1.8
0700.HK	0.01%	1.02%	$3.4
V	0.01%	0.8%	$2.01
RACE	0.01%	1.14%	$2.64
META	0.01%	0.31%	$1
GOOG	0.01%	0.25%	$0.2
MA	0.01%	0.63%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Pay Day	Apr 23, 2026	$3.78
9618.HK	Pay Day	Apr 23, 2026	$0.50
ASML.NV	Ex-Dividend	Apr 24, 2026	$3.15
GRG.L	Ex-Dividend	Apr 30, 2026	$0.67
C	Ex-Dividend	May 4, 2026	$0.60
RACE	Pay Day	May 5, 2026	$4.27
ASML.NV	Pay Day	May 5, 2026	$3.15
MA	Pay Day	May 8, 2026	$0.87
0700.HK	Ex-Dividend	May 15, 2026	$0.68
MSFT	Ex-Dividend	May 21, 2026	$0.91
C	Pay Day	May 22, 2026	$0.60
GRG.L	Pay Day	May 29, 2026	$0.67
0700.HK	Pay Day	Jun 1, 2026	$0.68
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
TSM	Pay Day	Jul 9, 2026	$0.95
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5/10

Beta

0.98

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.89

Jensen's Alpha

0.22

-2

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.79

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

0.88

0.3

0.6

Beta

0.98

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.89

Jensen's Alpha

0.22

-2

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.79

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

0.88

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.69

High:

BFIT.NV

140.37

Low:

2318.HK

7.6

Details

PEG Ratio

299.05

High:

MELI

1,046.73

Low:

BATS.L

7.56

Details

Price/Book

5.81

High:

60.24

Low:

MCD

-121.85

Details

Price/Sales

5.32

High:

14.66

Low:

9618.HK

0.24

Details

Price/CF

17.58

High:

163.87

Low:

2318.HK

1.43

Details

Price/FCF

45.16

High:

BABA

1,196.17

Low:

2318.HK

1.58

Details