Portfolio of RicardoAM on eToro

RicardoAM

🇵🇹 Stock Multi-Strategy Investor.

137 copiers.

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

Summary

+1.21%

This Month

+3.87%

Year To Date

+24.29%

2 Years

+52.69%

5 Years

+368.04%

10 Years

+19.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.13%
🖥️ Technology Services
22.99%
🛍️ Retail Trade
18.46%
💵 Cash
15.72%
💼 Commercial Services
8.48%
💻 Electronic Technology
2.25%
🏭 Industrial Services
1.65%
🧬 Health Technology
1.01%
📊 ETFs
0.99%
🚗 Consumer Durables
0.48%
🚚 Transportation
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.5%
🇺🇸 NYSE
39.37%

Countries Breakdown

Country
Total

🇺🇸 United States
75.49%
🇮🇱 Israel
3.93%
🇺🇾 Uruguay
3.58%
🇲🇽 Mexico
0.9%

Dividends

Dividend Yield

1.31%

10 out of 24 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $VICI (7.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VICI	0.83%	7.83%	$1.66
BAM	0.27%	4.12%	$1.41
SPGI	0.07%	0.89%	$3.62
META	0.03%	0.3%	$1
MA	0.02%	0.57%	$2.46
V	0.02%	0.66%	$2.01
JPM	0.02%	1.83%	$4.4
MSFT	0.02%	0.71%	$3
ADI.US	0.02%	1.08%	$3.56
PANL	0.01%	3.23%	$0.4

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Oct 31, 2026	$1.50
MA	Pay Day	Nov 9, 2026	$0.87
V	Ex-Dividend	Nov 11, 2026	$0.67
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SPGI	Ex-Dividend	Nov 26, 2026	$0.97
ADI.US	Ex-Dividend	Dec 1, 2026	$1.10
BAM	Ex-Dividend	Dec 1, 2026	$0.50
PANL	Ex-Dividend	Dec 1, 2026	$0.05
VICI	Ex-Dividend	Dec 17, 2026	$0.45
META	Ex-Dividend	Dec 21, 2026	$0.53
JPM	Ex-Dividend	Jan 6, 2027	$1.50
MA	Ex-Dividend	Jan 9, 2027	$0.87

Performance Metrics

Score 6.8/10

Beta

0.76

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

6.43

-2

Omega Ratio

1.21

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

0.56

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.5

Jensen's Alpha

6.43

-2

Omega Ratio

1.21

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

0.56

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.53

High:

390.58

Low:

TBBB

-27.13

Details

PEG Ratio

0.92

High:

FTNT

5.02

Low:

PANL

0.05

Details

Price/Book

5.33

High:

88.35

Low:

VICI

0.85

Details

Price/Sales

4.84

High:

29.77

Low:

PANL

0.78

Details

Price/CF

14.85

High:

132.2

Low:

PANL

5.65

Details

Price/FCF

68.1

High:

BAM

438.83

Low:

JPM

6.46

Details