Portfolio of LucaMulargiu on eToro

LucaMulargiu

🇮🇹 Stock Value Investor.

51 copiers.

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

Summary

-1.63%

This Month

+6.47%

Year To Date

+39.32%

2 Years

+79.86%

5 Years

+79.86%

10 Years

+16.95%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
19.67%
🖥️ Technology Services
16.24%
🛍️ Retail Trade
14.75%
💰 Finance
14.75%
💵 Cash
10.15%
💇‍♀️ Consumer Services
5.88%
🏥 Health Services
5.1%
💼 Commercial Services
5.07%
🚚 Transportation
4.52%
🍞 Consumer Non Durables
3.07%
🛠️ Producer Manufacturing
1.61%
🧬 Health Technology
1.04%
🚗 Consumer Durables
0.98%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.48%
🇺🇸 Nasdaq
26.04%
🇬🇧 LSE
10.28%
🇳🇱 Euronext Amsterdam
7.13%
🇭🇰 Hong Kong Exchanges
3.73%
🇸🇪 Stockholm Stock Exchange
3.59%
🇩🇪 FRA
2.58%
🇫🇷 Euronext Paris
0.88%

Countries Breakdown

Country
Total

🇺🇸 United States
43.58%
🇰🇷 South Korea
8.25%
🇳🇱 Netherlands
8%
🇺🇾 Uruguay
6.97%
🇨🇳 China
6.51%
🇹🇼 Taiwan
3.66%
🇸🇪 Sweden
3.59%
🇩🇪 Germany
2.58%
🇮🇳 India
2.31%
🇬🇧 United Kingdom
2.03%
🇮🇱 Israel
1.82%
🇸🇬 Singapore
1.36%
🇩🇰 Denmark
1.04%
🇮🇹 Italy
0.98%

Dividends

Dividend Yield

0.89%

30 out of 41 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (5.65%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
2318.HK	0.09%	5.34%	$2.63
UNH	0.08%	2.25%	$7.74
BATS.L	0.06%	5.65%	$2.36
ALV.DE	0.04%	4.6%	$13.8
GRG.L	0.04%	4.02%	$0.6
MCD	0.03%	2.68%	$6.53
HDB	0.03%	1.47%	$0.6
SMSN.L	0.03%	0.4%	$23.68
9618.HK	0.03%	3.4%	$2.97
SIE.DE	0.03%	1.98%	$4.7
C	0.03%	1.77%	$2.12
SPGI	0.03%	0.92%	$3.62
ASML.NV	0.03%	0.52%	$6.1
NVO	0.03%	2.81%	$0.98
KO	0.03%	2.7%	$1.89
TSM	0.03%	0.69%	$1.74
BABA	0.02%	0.82%	$0.98
BAC	0.02%	2.11%	$0.96
MSCI	0.02%	1.28%	$5.96
MSFT	0.02%	0.83%	$3
BKNG	0.02%	0.97%	$17.5
BLK	0.02%	2.16%	$20.2
BRO	0.02%	1.15%	$0.51
AIR.PA	0.02%	1.79%	$1.8
V	0.01%	0.81%	$2.01
0700.HK	0.01%	1.16%	$3.4
RACE	0.01%	1.19%	$2.64
META	0.01%	0.34%	$1
GOOG	0.01%	0.23%	$0.2
MA	0.01%	0.68%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
SPGI	Pay Day	Jun 10, 2026	$0.97
MSFT	Pay Day	Jun 11, 2026	$0.91
BABA	Ex-Dividend	Jun 11, 2026	$1.05
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOG	Pay Day	Jun 15, 2026	$0.22
META	Ex-Dividend	Jun 15, 2026	$0.53
KO	Ex-Dividend	Jun 15, 2026	$0.53
MCD	Pay Day	Jun 16, 2026	$1.86
BLK	Pay Day	Jun 23, 2026	$5.73
META	Pay Day	Jun 25, 2026	$0.53
BAC	Pay Day	Jun 26, 2026	$0.28
BKNG	Pay Day	Jun 30, 2026	$0.42
KO	Pay Day	Jul 1, 2026	$0.53
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
TSM	Pay Day	Jul 9, 2026	$0.95
BABA	Pay Day	Jul 13, 2026	$1.05
2318.HK	Pay Day	Jul 15, 2026	$0.26
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

26.85

High:

BFIT.NV

129.55

Low:

2318.HK

7.05

Details

PEG Ratio

177.23

High:

ABNB

1,400.27

Low:

BATS.L

7.74

Details

Price/Book

5.93

High:

63.6

Low:

MCD

-150.65

Details

Price/Sales

5.57

High:

TSM

17.37

Low:

9618.HK

0.23

Details

Price/CF

High:

62.68

Low:

2318.HK

1.43

Details

Price/FCF

39.31

High:

BABA

1,196.17

Low:

2318.HK

1.58

Details