Portfolio of RichWidlake on eToro

RichWidlake

🇬🇧 Stock and ETF Multi-Strategy Investor.

1 copier.

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

Summary

+3.8%

This Month

+5.34%

Year To Date

+55.96%

2 Years

+20.93%

5 Years

+0.73%

10 Years

+0.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.87%
💰 Finance
14.25%
🛍️ Retail Trade
14.06%
💻 Electronic Technology
10.51%
🧩 Miscellaneous
10.03%
🖥️ Technology Services
6.22%
🍞 Consumer Non Durables
4.49%
❓ Other
4.37%
🚗 Consumer Durables
3.59%
🪨 Non Energy Minerals
3.05%
🛠️ Producer Manufacturing
2.99%
🪙 Cryptocurrencies
2.58%
⛏️ Energy Minerals
1.78%
🧪 Process Industries
0.75%
💇‍♀️ Consumer Services
0.48%
🚚 Transportation
0.35%
🧬 Health Technology
0.2%
💼 Commercial Services
0.18%
⚡ Utilities
0.18%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.89%
🇺🇸 NYSE
34.63%
🇬🇧 LSE
11.23%
🇨🇭 SIX
5.51%
Tokyo Stock Exchange
4.27%
🌍 Digital Currency
2.58%
🇺🇸 Chicago Board Options Exchange
1.87%
🇳🇴 Oslo Stock Exchange
1.6%
🇩🇰 Copenhagen Stock Exchange
0.48%
🇩🇪 FRA
0.3%
🇭🇰 Hong Kong Exchanges
0.18%
🇫🇷 Euronext Paris
0.13%
🇮🇹 Borsa Italiana
0.13%
🇸🇪 Stockholm Stock Exchange
0.13%

Countries Breakdown

Country
Total

🇺🇸 United States
50.85%
🇨🇭 Switzerland
5.55%
🇬🇧 United Kingdom
3.98%
🇳🇴 Norway
1.6%
🇮🇹 Italy
0.88%
🇮🇱 Israel
0.54%
🇰🇷 South Korea
0.54%
🇩🇰 Denmark
0.48%
🇸🇬 Singapore
0.39%
🇫🇮 Finland
0.37%
🇩🇪 Germany
0.3%
🇨🇦 Canada
0.29%
🇨🇳 China
0.18%
🇨🇱 Chile
0.14%
🇫🇷 France
0.13%
🇸🇪 Sweden
0.13%
🇮🇪 Ireland
0.05%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.73%

54 out of 122 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NESN.ZU	0.08%	3.87%	$3
UBSG.ZU	0.07%	1.96%	$0.64
KO	0.06%	2.4%	$1.89
BXSL	0.05%	12.57%	-
ARCC	0.04%	9.58%	$1.62
BX	0.04%	3.37%	$3.36
AKRBP.OL	0.03%	7.32%	$24.77
DNB.OL	0.03%	5.88%	$16
FCX	0.02%	0.88%	$0.6
C	0.02%	1.76%	$2.12
GS	0.02%	1.64%	$11
SMG	0.02%	4.28%	$2.64
MS	0.02%	1.85%	$3.4
RR.L	0.02%	0.62%	-
EQNR.OL	0.02%	3.76%	$13.95
MSFT	0.02%	0.72%	$3
SHB-A.ST	0.02%	11.94%	$13
BAC	0.01%	1.75%	$0.96
DRI	0.01%	2.81%	$5.24
III.L	0.01%	3.08%	$0.4
JPM	0.01%	1.66%	$4.4
MAERSKB.CO	0.01%	2.83%	$515
CG	0.01%	2.86%	$1.4
NHY.OL	0.01%	3.25%	$2.5
RACE	0.01%	1.01%	$2.64
HSBA.L	0.01%	3.67%	$0.49
ISP.MI	0.01%	5.49%	$0.3
BNP.PA	0.01%	4.62%	$4.6
META	0.01%	0.35%	$1
APO	0.01%	1.49%	$1.75
DANSKE.CO	0.01%	4.56%	$14.5
NVDA	0%	0.13%	$0.02
BLK	0%	1.91%	$20.2
GEV	0%	0.17%	-
DBK.DE	0%	3.01%	$0.45
BARC.L	0%	1.67%	$0.08
BMY	0%	3.93%	$2.34
RY	0%	2.29%	$4.03
TAC	0%	1.53%	-
PEP	0%	4.17%	$5.15
KKR	0%	0.68%	$0.67
SMSN.L	0%	0.35%	$23.68
IBKR	0%	0.36%	-
STX.US	0%	0.36%	$2.8
SQM	0%	0.93%	$1.36
ENR.DE	0%	0.44%	-
ESLT	0%	0.45%	-
ETN	0%	0.93%	$3.6
WDC	0%	0.11%	-
NVTKL.L	0%	109.46%	-
BMNR	0%	0.06%	-
RNG	0%	0.24%	-
TXT	0%	0.09%	$0.08
DOM.L	0%	-5.67%	$-0.1

Next Dividends

Stock	Type	Date	Pay Per Share
EQNR.OL	Ex-Dividend	Aug 13, 2026	$0.39
RY	Pay Day	Aug 24, 2026	$1.27
EQNR.OL	Pay Day	Aug 27, 2026	$0.39

Performance Metrics

Score 2.5/10

Beta

0.92

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-10.86

-11

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-0.04

-1

0.75

1.25

Information Ratio

-0.76

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-10.86

-11

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-0.04

-1

0.75

1.25

Information Ratio

-0.76

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.57

High:

TSLA

372.52

Low:

-4,337.06

Details

PEG Ratio

86.8

High:

ETN

1,276.17

Low:

IONQ

-236.75

Details

Price/Book

7.34

High:

STX.US

186.56

Low:

SMG

-13.3

Details

Price/Sales

5.26

High:

ACHR

2,526.57

Low:

BLDR

0.56

Details

Price/CF

17.37

High:

COHR

333.3

Low:

IBKR

0.84

Details

Price/FCF

55.32

High:

LITE

593.01

Low:

IBKR

0.84

Details

Worst Drawdowns

Depth	Start	End	Total months
-59.9%	Feb 2018	-	103

Monthly Performance

Portfolio of RichWidlake on eToro

RichWidlake

🇬🇧 Stock and ETF Multi-Strategy Investor.

1 copier.

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

Summary

+3.8%

This Month

+5.34%

Year To Date

+55.96%

2 Years

+20.93%

5 Years

+0.73%

10 Years

+0.08%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.87%
💰 Finance
14.25%
🛍️ Retail Trade
14.06%
💻 Electronic Technology
10.51%
🧩 Miscellaneous
10.03%
🖥️ Technology Services
6.22%
🍞 Consumer Non Durables
4.49%
❓ Other
4.37%
🚗 Consumer Durables
3.59%
🪨 Non Energy Minerals
3.05%
🛠️ Producer Manufacturing
2.99%
🪙 Cryptocurrencies
2.58%
⛏️ Energy Minerals
1.78%
🧪 Process Industries
0.75%
💇‍♀️ Consumer Services
0.48%
🚚 Transportation
0.35%
🧬 Health Technology
0.2%
💼 Commercial Services
0.18%
⚡ Utilities
0.18%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.89%
🇺🇸 NYSE
34.63%
🇬🇧 LSE
11.23%
🇨🇭 SIX
5.51%
Tokyo Stock Exchange
4.27%
🌍 Digital Currency
2.58%
🇺🇸 Chicago Board Options Exchange
1.87%
🇳🇴 Oslo Stock Exchange
1.6%
🇩🇰 Copenhagen Stock Exchange
0.48%
🇩🇪 FRA
0.3%
🇭🇰 Hong Kong Exchanges
0.18%
🇫🇷 Euronext Paris
0.13%
🇮🇹 Borsa Italiana
0.13%
🇸🇪 Stockholm Stock Exchange
0.13%

Countries Breakdown

Country
Total

🇺🇸 United States
50.85%
🇨🇭 Switzerland
5.55%
🇬🇧 United Kingdom
3.98%
🇳🇴 Norway
1.6%
🇮🇹 Italy
0.88%
🇮🇱 Israel
0.54%
🇰🇷 South Korea
0.54%
🇩🇰 Denmark
0.48%
🇸🇬 Singapore
0.39%
🇫🇮 Finland
0.37%
🇩🇪 Germany
0.3%
🇨🇦 Canada
0.29%
🇨🇳 China
0.18%
🇨🇱 Chile
0.14%
🇫🇷 France
0.13%
🇸🇪 Sweden
0.13%
🇮🇪 Ireland
0.05%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.73%

54 out of 122 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NESN.ZU	0.08%	3.87%	$3
UBSG.ZU	0.07%	1.96%	$0.64
KO	0.06%	2.4%	$1.89
BXSL	0.05%	12.57%	-
ARCC	0.04%	9.58%	$1.62
BX	0.04%	3.37%	$3.36
AKRBP.OL	0.03%	7.32%	$24.77
DNB.OL	0.03%	5.88%	$16
FCX	0.02%	0.88%	$0.6
C	0.02%	1.76%	$2.12
GS	0.02%	1.64%	$11
SMG	0.02%	4.28%	$2.64
MS	0.02%	1.85%	$3.4
RR.L	0.02%	0.62%	-
EQNR.OL	0.02%	3.76%	$13.95
MSFT	0.02%	0.72%	$3
SHB-A.ST	0.02%	11.94%	$13
BAC	0.01%	1.75%	$0.96
DRI	0.01%	2.81%	$5.24
III.L	0.01%	3.08%	$0.4
JPM	0.01%	1.66%	$4.4
MAERSKB.CO	0.01%	2.83%	$515
CG	0.01%	2.86%	$1.4
NHY.OL	0.01%	3.25%	$2.5
RACE	0.01%	1.01%	$2.64
HSBA.L	0.01%	3.67%	$0.49
ISP.MI	0.01%	5.49%	$0.3
BNP.PA	0.01%	4.62%	$4.6
META	0.01%	0.35%	$1
APO	0.01%	1.49%	$1.75
DANSKE.CO	0.01%	4.56%	$14.5
NVDA	0%	0.13%	$0.02
BLK	0%	1.91%	$20.2
GEV	0%	0.17%	-
DBK.DE	0%	3.01%	$0.45
BARC.L	0%	1.67%	$0.08
BMY	0%	3.93%	$2.34
RY	0%	2.29%	$4.03
TAC	0%	1.53%	-
PEP	0%	4.17%	$5.15
KKR	0%	0.68%	$0.67
SMSN.L	0%	0.35%	$23.68
IBKR	0%	0.36%	-
STX.US	0%	0.36%	$2.8
SQM	0%	0.93%	$1.36
ENR.DE	0%	0.44%	-
ESLT	0%	0.45%	-
ETN	0%	0.93%	$3.6
WDC	0%	0.11%	-
NVTKL.L	0%	109.46%	-
BMNR	0%	0.06%	-
RNG	0%	0.24%	-
TXT	0%	0.09%	$0.08
DOM.L	0%	-5.67%	$-0.1

Next Dividends

Stock	Type	Date	Pay Per Share
EQNR.OL	Ex-Dividend	Aug 13, 2026	$0.39
RY	Pay Day	Aug 24, 2026	$1.27
EQNR.OL	Pay Day	Aug 27, 2026	$0.39

Performance Metrics

Score 2.5/10

Beta

0.92

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-10.86

-11

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-0.04

-1

0.75

1.25

Information Ratio

-0.76

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

-0.02

-1

0.5

1.5

Sortino Ratio

-0.03

-1

Jensen's Alpha

-10.86

-11

4.5

Omega Ratio

0.56

1.5

2.5

Treynor Ratio

-0.04

-1

0.75

1.25

Information Ratio

-0.76

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on current positions

29.57

High:

TSLA

372.52

Low:

-4,337.06

Details

PEG Ratio

86.8

High:

ETN

1,276.17

Low:

IONQ

-236.75

Details

Price/Book

7.34

High:

STX.US

186.56

Low:

SMG

-13.3

Details

Price/Sales

5.26

High:

ACHR

2,526.57

Low:

BLDR

0.56

Details

Price/CF

17.37

High:

COHR

333.3

Low:

IBKR

0.84

Details

Price/FCF

55.32

High:

LITE

593.01

Low:

IBKR

0.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-59.9%	Feb 2018	-	103