Portfolio of RicardoAM on eToro

RicardoAM

🇵🇹 Multi-Strategy Stock Investor.

195 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%

Today

+0.75%

This Month

+5.14%

Year To Date

+41.93%

2 Years

+105.8%

5 Years

+20.34%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.09%
💰 Finance
17.47%
💻 Electronic Technology
11.23%
📊 ETFs
9.68%
🛍️ Retail Trade
9.26%
🧬 Health Technology
6.33%
💼 Commercial Services
4.71%
🚗 Consumer Durables
4.59%
🏭 Industrial Services
3.87%
💇‍♀️ Consumer Services
2.77%
🧪 Process Industries
2.69%
🪙 Cryptocurrencies
1.89%
💵 Cash
1.67%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
45.83%
🇺🇸 Nasdaq
44.17%
🇺🇸 Chicago Board Options Exchange
4.48%
🇭🇰 Hong Kong Exchanges
2.18%
🌍 Digital Currency
1.89%

Countries Breakdown

Country
Total

🇺🇸 United States
65.45%
🇨🇳 China
5.86%
🇨🇦 Canada
4.66%
🇹🇼 Taiwan
3.74%
🇳🇱 Netherlands
3.61%
🇮🇳 India
2.08%
🇱🇺 Luxembourg
1.6%

Dividends

Dividend Yield

1.11%

23 out of 36 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $3988.HK (5.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VICI	0.31%	5.48%	$1.66
SHV	0.15%	4.78%	-
3988.HK	0.12%	5.69%	$0.26
IBM	0.07%	2.52%	$6.65
ABT	0.04%	1.71%	$2.16
JPM	0.04%	2.02%	$4.4
TSM	0.04%	1.11%	$1.74
TXRH	0.04%	1.34%	$2.32
SPGI	0.03%	0.73%	$3.62
INDA	0.03%	0.74%	-
ASML	0.03%	0.79%	$5.57
BN.US	0.03%	0.57%	$0.3
CTVA	0.03%	0.95%	$0.64
COST	0.02%	0.47%	$19.22
MSFT	0.02%	0.69%	$3
GOOG	0.02%	0.47%	$0.2
HDB	0.02%	0.88%	$0.6
KLAC	0.02%	0.85%	$5.65
TME	0.01%	0.98%	$0.12
META	0.01%	0.3%	$1
AAPL	0.01%	0.5%	$0.97
EME	0%	0.21%	$0.79
PWR	0%	0.11%	$0.35

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
IBM	Pay Day	Jun 10, 2025	$1.68
SPGI	Pay Day	Jun 11, 2025	$0.96
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
CTVA	Pay Day	Jun 16, 2025	$0.17
META	Pay Day	Jun 26, 2025	$0.52
PWR	Ex-Dividend	Jul 1, 2025	$0.10
TXRH	Pay Day	Jul 1, 2025	$0.68
JPM	Ex-Dividend	Jul 3, 2025	$1.40
TSM	Pay Day	Jul 10, 2025	$0.68
PWR	Pay Day	Jul 11, 2025	$0.10
JPM	Pay Day	Jul 31, 2025	$1.40
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 7.2/10

Beta

0.77

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

1.96

Jensen's Alpha

19.65

-2

Omega Ratio

1.79

1.5

2.5

Treynor Ratio

2.83

0.75

1.25

Information Ratio

0.26

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

0.77

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

1.96

Jensen's Alpha

19.65

-2

Omega Ratio

1.79

1.5

2.5

Treynor Ratio

2.83

0.75

1.25

Information Ratio

0.26

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.51

High:

BN.US

195.81

Low:

NTRA

-114.05

Details

PEG Ratio

260.18

High:

HDB

4,242.14

Low:

NTRA

-214.26

Details

Price/Book

7.37

High:

AAPL

45.36

Low:

3988.HK

0.52

Details

Price/Sales

5.52

High:

HOOD

20.05

Low:

3988.HK

Details

Price/CF

18.62

High:

NTRA

124.45

Low:

3988.HK

2.67

Details

Price/FCF

43.42

High:

NTRA

223.67

Low:

3988.HK

4.04

Details