Portfolio of LucaMulargiu on eToro

LucaMulargiu

🇮🇹 Stock Value Investor.

56 copiers.

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

Summary

+2.43%

This Month

+13.93%

Year To Date

+41.42%

2 Years

+92.46%

5 Years

+92.46%

10 Years

+18.2%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
17.73%
🛍️ Retail Trade
17.06%
💻 Electronic Technology
15.77%
💰 Finance
15.54%
💵 Cash
8.51%
🚚 Transportation
6.31%
🏥 Health Services
5.5%
💇‍♀️ Consumer Services
5.45%
💼 Commercial Services
4.69%
🍞 Consumer Non Durables
2.14%
🛠️ Producer Manufacturing
1.55%
🚗 Consumer Durables
1.14%
🧬 Health Technology
1.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.49%
🇺🇸 Nasdaq
28.12%
🇬🇧 LSE
6.74%
🇳🇱 Euronext Amsterdam
5.99%
🇭🇰 Hong Kong Exchanges
4.02%
🇸🇪 Stockholm Stock Exchange
3.84%
🇩🇪 FRA
2.67%
🇫🇷 Euronext Paris
1.06%

Countries Breakdown

Country
Total

🇺🇸 United States
48.3%
🇨🇳 China
7.33%
🇺🇾 Uruguay
7.27%
🇳🇱 Netherlands
7.05%
🇰🇷 South Korea
5.71%
🇸🇪 Sweden
3.84%
🇹🇼 Taiwan
3.37%
🇩🇪 Germany
2.67%
🇮🇳 India
2.17%
🇸🇬 Singapore
1.73%
🇮🇱 Israel
1.25%
🇮🇹 Italy
1.14%
🇩🇰 Denmark
1.06%
🇬🇧 United Kingdom
1.03%

Dividends

Dividend Yield

0.78%

28 out of 41 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (5.91%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
2318.HK	0.08%	5.67%	$2.63
UNH	0.08%	2.26%	$7.74
BATS.L	0.06%	5.91%	$2.36
ALV.DE	0.04%	3.89%	$13.8
HDB	0.03%	1.53%	$0.6
C	0.03%	1.74%	$2.12
9618.HK	0.03%	3.52%	$2.97
SPGI	0.03%	0.95%	$3.62
SIE.DE	0.03%	1.93%	$4.7
NVO	0.03%	2.74%	$0.98
KO	0.03%	2.39%	$1.89
BABA	0.03%	0.79%	$0.98
TSM	0.02%	0.71%	$1.74
BAC	0.02%	1.75%	$0.96
ASML.NV	0.02%	0.47%	$6.1
MSCI	0.02%	1.4%	$5.96
BKNG	0.02%	0.79%	$17.5
BLK	0.02%	1.93%	$20.2
0700.HK	0.02%	1.2%	$3.4
BRO	0.02%	0.95%	$0.51
SMSN.L	0.02%	0.32%	$23.68
AIR.PA	0.02%	1.51%	$1.8
MSFT	0.02%	0.76%	$3
META	0.01%	0.37%	$1
V	0.01%	0.73%	$2.01
RACE	0.01%	1%	$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 5.4/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.74

0.5

1.5

Sortino Ratio

1.2

Jensen's Alpha

-2

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

1.09

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.74

0.5

1.5

Sortino Ratio

1.2

Jensen's Alpha

-2

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

-0.07

-1

0.3

0.6

Calmar Ratio

1.09

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.82

High:

BFIT.NV

143.57

Low:

CPNG

-204.79

Details

PEG Ratio

169.06

High:

HDB

795.09

Low:

BATS.L

7.99

Details

Price/Book

5.7

High:

69.54

Low:

BKNG

-15.95

Details

Price/Sales

5.2

High:

ASML.NV

17.96

Low:

9618.HK

0.22

Details

Price/CF

15.14

High:

62.68

Low:

2318.HK

1.52

Details

Price/FCF

38.65

High:

BABA

1,196.17

Low:

2318.HK

1.72

Details