Portfolio of LucaMulargiu on eToro

LucaMulargiu

🇮🇹 Stock Value Investor.

60 copiers.

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

Summary

-3.39%

This Month

+9.76%

Year To Date

+30.45%

2 Years

+85.43%

5 Years

+85.43%

10 Years

+16.69%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
19.04%
🛍️ Retail Trade
17.03%
💰 Finance
16.49%
💻 Electronic Technology
15.6%
🚚 Transportation
8.84%
🏥 Health Services
5.5%
💼 Commercial Services
5.05%
💇‍♀️ Consumer Services
4.92%
💵 Cash
2.27%
🍞 Consumer Non Durables
2.2%
🛠️ Producer Manufacturing
1.5%
🚗 Consumer Durables
1.14%
🧬 Health Technology
1.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.93%
🇺🇸 Nasdaq
31.24%
🇬🇧 LSE
6.88%
🇳🇱 Euronext Amsterdam
5.61%
🇸🇪 Stockholm Stock Exchange
5.09%
🇭🇰 Hong Kong Exchanges
3.96%
🇩🇪 FRA
2.64%
🇫🇷 Euronext Paris
0.98%

Countries Breakdown

Country
Total

🇺🇸 United States
49.64%
🇺🇾 Uruguay
7.45%
🇨🇳 China
6.96%
🇳🇱 Netherlands
6.59%
🇰🇷 South Korea
5.81%
🇸🇪 Sweden
5.09%
🇸🇬 Singapore
3.83%
🇹🇼 Taiwan
3.57%
🇩🇪 Germany
2.64%
🇮🇳 India
2.23%
🇮🇱 Israel
1.28%
🇮🇹 Italy
1.14%
🇬🇧 United Kingdom
1.07%
🇩🇰 Denmark
1.05%

Dividends

Dividend Yield

0.8%

28 out of 43 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $2318.HK (5.93%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
2318.HK	0.09%	5.93%	$2.63
UNH	0.08%	2.37%	$7.74
BATS.L	0.06%	5.85%	$2.36
ALV.DE	0.04%	3.86%	$13.8
HDB	0.03%	1.52%	$0.6
SPGI	0.03%	0.95%	$3.62
C	0.03%	1.82%	$2.12
9618.HK	0.03%	3.73%	$2.97
SIE.DE	0.03%	2.03%	$4.7
NVO	0.03%	2.85%	$0.98
BABA	0.03%	0.91%	$0.98
KO	0.03%	2.36%	$1.89
TSM	0.02%	0.69%	$1.74
BAC	0.02%	1.94%	$0.96
ASML.NV	0.02%	0.52%	$6.1
MSCI	0.02%	1.39%	$5.96
BKNG	0.02%	0.96%	$17.5
BLK	0.02%	2.05%	$20.2
0700.HK	0.02%	1.26%	$3.4
BRO	0.02%	0.99%	$0.51
SMSN.L	0.02%	0.33%	$23.68
AIR.PA	0.02%	1.65%	$1.8
MSFT	0.02%	0.74%	$3
META	0.01%	0.32%	$1
V	0.01%	0.71%	$2.01
RACE	0.01%	1.02%	$2.64
GOOG	0.01%	0.25%	$0.2
MA	0.01%	0.6%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

1.22

-2

4.5

Omega Ratio

1.09

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

1.1

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.76

0.5

1.5

Sortino Ratio

1.23

Jensen's Alpha

1.22

-2

4.5

Omega Ratio

1.09

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

0.13

0.3

0.6

Calmar Ratio

1.1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.7

High:

BFIT.NV

143.57

Low:

CPNG

-204.79

Details

PEG Ratio

168.55

High:

HDB

795.09

Low:

GRAB

2.73

Details

Price/Book

5.74

High:

69.54

Low:

BKNG

-15.95

Details

Price/Sales

5.3

High:

ASML.NV

17.96

Low:

9618.HK

0.2

Details

Price/CF

14.9

High:

GRAB

160.94

Low:

2318.HK

Details

Price/FCF

37.5

High:

GRAB

1,625.54

Low:

2318.HK

1.08

Details