Portfolio of LucaMulargiu on eToro

LucaMulargiu

🇮🇹 Stock Value Investor.

62 copiers.

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

Summary

+0.99%

This Month

+10.02%

Year To Date

+41.53%

2 Years

+85.87%

5 Years

+85.87%

10 Years

+17.55%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
17.64%
🛍️ Retail Trade
16.45%
💻 Electronic Technology
15.83%
💰 Finance
15.63%
💵 Cash
9.74%
🏥 Health Services
5.96%
💼 Commercial Services
5%
💇‍♀️ Consumer Services
4.84%
🚚 Transportation
4.69%
🍞 Consumer Non Durables
3.09%
🛠️ Producer Manufacturing
1.55%
🧬 Health Technology
1.18%
🚗 Consumer Durables
1.05%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.85%
🇺🇸 Nasdaq
28.09%
🇬🇧 LSE
7.69%
🇳🇱 Euronext Amsterdam
5.96%
🇭🇰 Hong Kong Exchanges
4.26%
🇸🇪 Stockholm Stock Exchange
3.37%
🇩🇪 FRA
2.65%
🇫🇷 Euronext Paris
1.05%

Countries Breakdown

Country
Total

🇺🇸 United States
46.14%
🇺🇾 Uruguay
7.46%
🇨🇳 China
7.35%
🇳🇱 Netherlands
7%
🇰🇷 South Korea
5.66%
🇹🇼 Taiwan
3.46%
🇸🇪 Sweden
3.37%
🇩🇪 Germany
2.65%
🇮🇳 India
2.26%
🇬🇧 United Kingdom
2.03%
🇮🇱 Israel
1.73%
🇸🇬 Singapore
1.56%
🇩🇰 Denmark
1.18%
🇮🇹 Italy
1.05%

Dividends

Dividend Yield

0.84%

29 out of 42 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $2318.HK (5.43%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
2318.HK	0.09%	5.43%	$2.63
UNH	0.08%	2.08%	$7.74
BATS.L	0.06%	5.32%	$2.36
ALV.DE	0.04%	4%	$13.8
GRG.L	0.04%	4.29%	$0.6
HDB	0.03%	1.52%	$0.6
C	0.03%	1.82%	$2.12
9618.HK	0.03%	3.3%	$2.97
SPGI	0.03%	0.91%	$3.62
SIE.DE	0.03%	1.98%	$4.7
NVO	0.03%	2.55%	$0.98
BABA	0.03%	0.89%	$0.98
KO	0.03%	2.53%	$1.89
TSM	0.02%	0.71%	$1.74
BAC	0.02%	1.82%	$0.96
MSFT	0.02%	0.94%	$3
ASML.NV	0.02%	0.47%	$6.1
MSCI	0.02%	1.38%	$5.96
BKNG	0.02%	0.9%	$17.5
BLK	0.02%	2.08%	$20.2
0700.HK	0.02%	1.2%	$3.4
BRO	0.02%	0.99%	$0.51
SMSN.L	0.02%	0.34%	$23.68
AIR.PA	0.02%	1.54%	$1.8
V	0.01%	0.74%	$2.01
RACE	0.01%	1.12%	$2.64
META	0.01%	0.34%	$1
GOOG	0.01%	0.26%	$0.2
MA	0.01%	0.63%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 5.3/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.1

Jensen's Alpha

0.1

-2

4.5

Omega Ratio

0.98

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

1.03

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.1

Jensen's Alpha

0.1

-2

4.5

Omega Ratio

0.98

1.5

2.5

Treynor Ratio

0.98

0.75

1.25

Information Ratio

-0.03

-1

0.3

0.6

Calmar Ratio

1.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.87

High:

BFIT.NV

143.57

Low:

CPNG

-204.79

Details

PEG Ratio

182.49

High:

ABNB

1,508.67

Low:

BATS.L

7.99

Details

Price/Book

5.72

High:

69.54

Low:

BKNG

-15.95

Details

Price/Sales

5.21

High:

ASML.NV

17.96

Low:

9618.HK

0.23

Details

Price/CF

15.23

High:

62.68

Low:

2318.HK

1.52

Details

Price/FCF

38.93

High:

BABA

1,196.17

Low:

2318.HK

1.72

Details