Portfolio of RicardoAM on eToro

RicardoAM

🇵🇹 Multi-Strategy Stock Investor.

212 copiers.

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

Summary

+0.02%

Today

-2.5%

This Month

-5.93%

Year To Date

+42.2%

2 Years

+91.67%

5 Years

+19.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.69%
🖥️ Technology Services
18.24%
💵 Cash
13.94%
🛍️ Retail Trade
13.1%
💻 Electronic Technology
9.09%
📊 ETFs
8.43%
💼 Commercial Services
4.76%
⛏️ Energy Minerals
2.76%
🚗 Consumer Durables
2.46%
💇‍♀️ Consumer Services
1.93%
🪨 Non Energy Minerals
1.28%
🪙 Cryptocurrencies
1.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
41.33%
🇺🇸 NYSE
35.85%
🇺🇸 Chicago Board Options Exchange
4.87%
🇭🇰 Hong Kong Exchanges
3.68%
🌍 Digital Currency
1.27%

Countries Breakdown

Country
Total

🇺🇸 United States
56.84%
🇨🇦 Canada
6.89%
🇨🇳 China
3.68%
🇹🇼 Taiwan
3.48%
🇳🇱 Netherlands
3.45%
🇮🇳 India
2.96%

Dividends

Dividend Yield

1.21%

19 out of 25 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $3988.HK (5.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VICI	0.35%	5.26%	$1.66
TBT	0.17%	4.74%	-
3988.HK	0.14%	5.69%	$0.26
BAM	0.07%	3.14%	$1.41
JPM	0.05%	2.18%	$4.4
TSM	0.05%	1.35%	$1.74
BN.US	0.04%	0.65%	$0.3
INDA	0.04%	0.78%	-
SPGI	0.04%	0.8%	$3.62
EQT	0.03%	1.24%	$0.62
ASML	0.03%	0.9%	$5.57
GOOG	0.03%	0.52%	$0.2
TXRH	0.03%	1.55%	$2.32
2899.HK	0.03%	2.27%	$0.27
MSFT	0.03%	0.88%	$3
COST	0.03%	0.48%	$19.22
HDB	0.02%	0.82%	$0.6
META	0.01%	0.4%	$1
AAPL	0.01%	0.51%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
ASML	Ex-Dividend	Apr 28, 2025	$1.92
JPM	Pay Day	Apr 30, 2025	$1.40
COST	Ex-Dividend	May 2, 2025	$1.30
ASML	Pay Day	May 6, 2025	$1.92
EQT	Ex-Dividend	May 7, 2025	$0.16
MSFT	Ex-Dividend	May 15, 2025	$0.83
COST	Pay Day	May 16, 2025	$1.30
EQT	Pay Day	Jun 2, 2025	$0.16
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
TBT	Pay Day	Jul 3, 2025	$0.47
TSM	Pay Day	Jul 10, 2025	$0.68
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 7.1/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.93

Jensen's Alpha

19.57

-2

Omega Ratio

1.78

1.5

2.5

Treynor Ratio

2.8

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.93

Jensen's Alpha

19.57

-2

Omega Ratio

1.78

1.5

2.5

Treynor Ratio

2.8

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.46

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

25.27

High:

BN.US

158.63

Low:

3988.HK

5.18

Details

PEG Ratio

347.05

High:

HDB

4,048.98

Low:

2899.HK

19.48

Details

Price/Book

6.29

High:

FTNT

49.36

Low:

3988.HK

0.5

Details

Price/Sales

4.64

High:

BAM

42.36

Low:

BN.US

0.91

Details

Price/CF

18.47

High:

TSLA

95.18

Low:

3988.HK

1.03

Details

Price/FCF

34.64

High:

BAM

438.83

Low:

3988.HK

1.17

Details