Portfolio of LucaMulargiu on eToro

LucaMulargiu

🇮🇹 Stock Value Investor.

13 copiers.

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

Summary

+0.26%

This Month

+18.77%

Year To Date

+38.22%

2 Years

+66.93%

5 Years

+66.93%

10 Years

+17.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.01%
💻 Electronic Technology
15.99%
💰 Finance
15.43%
🛍️ Retail Trade
8.81%
💇‍♀️ Consumer Services
7.23%
🍞 Consumer Non Durables
7.09%
💵 Cash
5.84%
🏥 Health Services
5.72%
💼 Commercial Services
5.42%
🧬 Health Technology
2.46%
🛠️ Producer Manufacturing
1.74%
🚚 Transportation
1.45%
🪨 Non Energy Minerals
1.44%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
37.84%
🇺🇸 Nasdaq
27.69%
🇳🇱 Euronext Amsterdam
8.71%
🇬🇧 LSE
7.18%
🇭🇰 Hong Kong Exchanges
5.42%
🇸🇪 Stockholm Stock Exchange
4.59%
🇩🇪 FRA
3.03%
🇫🇷 Euronext Paris
1.31%

Countries Breakdown

Country
Total

🇺🇸 United States
52.27%
🇨🇳 China
9.86%
🇳🇱 Netherlands
9.07%
🇸🇪 Sweden
4.59%
🇰🇷 South Korea
3.76%
🇬🇧 United Kingdom
3.42%
🇹🇼 Taiwan
3.39%
🇩🇪 Germany
3.03%
🇮🇱 Israel
2.52%
🇩🇰 Denmark
1.47%
🇧🇷 Brazil
1.44%
🇱🇺 Luxembourg
0.96%

Dividends

Dividend Yield

1.54%

35 out of 44 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $VALE (9.92%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVO.ST	0.22%	4.83%	$31.03
VALE	0.14%	9.92%	$1.33
2318.HK	0.1%	4.6%	$2.63
UNH	0.09%	2.7%	$7.74
GRG.L	0.09%	4.27%	$0.6
BATS.L	0.08%	5.58%	$2.36
PFE	0.07%	6.77%	$1.66
PEP	0.05%	3.84%	$5.15
ALV.DE	0.05%	4.06%	$13.8
SMSN.L	0.04%	1.17%	$23.68
MCD	0.04%	2.31%	$6.53
ASML.NV	0.04%	0.68%	$6.1
9618.HK	0.04%	3.38%	$2.97
C	0.04%	2.12%	$2.12
NVO	0.04%	2.65%	$0.98
SIE.DE	0.04%	2.24%	$4.7
KO	0.03%	2.91%	$1.89
TSM	0.03%	0.87%	$1.74
BABA	0.03%	0.66%	$0.98
BAC	0.03%	2.02%	$0.96
NKE	0.03%	2.54%	$1.45
MSFT	0.03%	0.71%	$3
BLK	0.03%	1.95%	$20.2
BKNG	0.02%	0.74%	$17.5
V	0.02%	0.75%	$2.01
MSCI	0.02%	1.34%	$5.96
0700.HK	0.01%	0.75%	$3.4
AIR.PA	0.01%	1.03%	$1.8
SPGI	0.01%	0.78%	$3.62
AXP	0.01%	0.87%	$2.6
GOOG	0.01%	0.26%	$0.2
META	0.01%	0.32%	$1
MA	0.01%	0.57%	$2.46
MCO	0.01%	0.77%	$3.24
PYPL	0.01%	0.23%	-

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
TSM	Ex-Dividend	Dec 11, 2025	$0.84
BATS.L	Ex-Dividend	Dec 29, 2025	$0.76
TSM	Pay Day	Jan 8, 2026	$0.84
BATS.L	Pay Day	Feb 4, 2026	$0.76

Performance Metrics

Score 5.3/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.69

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

0.24

-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

0.96

0.8

1.2

Sharpe Ratio

0.69

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

0.24

-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 weighted open stock positions

P/E Ratio

28.45

High:

ASML.NV

39.32

Low:

BFIT.NV

-431.73

Details

PEG Ratio

301.45

High:

INPST.NV

6,600.97

Low:

UBER

4.12

Details

Price/Book

5.97

High:

61.21

Low:

MCD

-102.32

Details

Price/Sales

5.33

High:

15.88

Low:

9618.HK

0.24

Details

Price/CF

17.91

High:

BLK

44.21

Low:

2318.HK

1.24

Details

Price/FCF

42.44

High:

PEP

5,253.35

Low:

2318.HK

1.38

Details