Portfolio of RichWidlake on eToro

RichWidlake

🇬🇧 Multi-Strategy Stock 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

+1.69%

Today

+0.33%

This Month

+5.61%

Year To Date

+55.2%

2 Years

+8.25%

5 Years

-2.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
17.94%
💰 Finance
17.59%
💻 Electronic Technology
13.39%
🖥️ Technology Services
12.63%
💵 Cash
10.04%
🚗 Consumer Durables
8.19%
🛍️ Retail Trade
6.44%
🧩 Miscellaneous
4.19%
🪙 Cryptocurrencies
3.79%
🛠️ Producer Manufacturing
2.31%
🧬 Health Technology
1.65%
🍞 Consumer Non Durables
0.87%
🧪 Process Industries
0.7%
📦 Distribution Services
0.13%
🚚 Transportation
0.04%
⛏️ Energy Minerals
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.35%
🇺🇸 NYSE
33.51%
🌍 Digital Currency
3.79%
🇬🇧 LSE
3.04%
🇭🇰 Hong Kong Exchanges
0.77%
🇮🇹 Borsa Italiana
0.35%
🇫🇷 Euronext Paris
0.05%

Countries Breakdown

Country
Total

🇺🇸 United States
62.45%
🇬🇧 United Kingdom
3.41%
🇮🇹 Italy
1.35%
🇨🇳 China
0.77%
🇱🇺 Luxembourg
0.07%
🇫🇷 France
0.05%
🇨🇦 Canada
0.04%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.39%

30 out of 62 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BLK	0.05%	2.09%	$20.2
SSO	0.04%	0.87%	-
BX	0.04%	2.89%	$3.36
V	0.03%	0.62%	$2.01
QQQ	0.03%	0.58%	-
SMG	0.02%	3.96%	$2.64
TPL	0.02%	0.53%	$4.5
MSFT	0.02%	0.69%	$3
RR.L	0.02%	0.68%	-
META	0.01%	0.29%	$1
EL	0.01%	2.52%	$2.64
QQ.L	0.01%	1.61%	$0.08
LLY	0.01%	0.73%	$4.86
SMH	0.01%	0.45%	-
AMBP	0.01%	10.17%	$0.4
RACE	0.01%	0.67%	$2.64
HII	0.01%	2.38%	$5.14
BMY	0.01%	5.05%	$2.34
DNUT	0.01%	4.83%	$0.14
LHX	0.01%	1.94%	$4.6
PEP	0.01%	4.23%	$5.15
SOXL	0%	2.88%	-
CARR	0%	1.17%	$0.76
LDO.MI	0%	0.99%	$0.28
NVDA	0%	0.03%	$0.02
GEV	0%	0.1%	-
NVTKL.L	0%	109.46%	-
TXT	0%	0.11%	$0.08
EA	0%	-0.51%	$-0.76
RNO.PA	0%	-5.12%	$-1.85

Next Dividends

Stock	Type	Date	Pay Per Share
LLY	Pay Day	Jun 10, 2025	$1.50
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
TXT	Ex-Dividend	Jun 13, 2025	$0.02
HII	Pay Day	Jun 13, 2025	$1.35
META	Ex-Dividend	Jun 16, 2025	$0.52
EL	Pay Day	Jun 16, 2025	$0.35
TPL	Pay Day	Jun 16, 2025	$1.60
EA	Pay Day	Jun 18, 2025	-$0.19
LHX	Pay Day	Jun 18, 2025	$1.20
LDO.MI	Ex-Dividend	Jun 23, 2025	$0.56
BLK	Pay Day	Jun 23, 2025	$5.21
LDO.MI	Pay Day	Jun 25, 2025	$0.56
META	Pay Day	Jun 26, 2025	$0.52
PEP	Pay Day	Jun 30, 2025	$1.42
TXT	Pay Day	Jul 1, 2025	$0.02
NVDA	Pay Day	Jul 3, 2025	$0.01
SMH	Pay Day	Dec 24, 2025	$1.07

Performance Metrics

Score 2.5/10

Beta

0.9

0.8

1.2

Sharpe Ratio

-0.09

-1

0.5

1.5

Sortino Ratio

-0.12

-1

Jensen's Alpha

-10.61

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-0.18

-1

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

-0.04

-1

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

-0.09

-1

0.5

1.5

Sortino Ratio

-0.12

-1

Jensen's Alpha

-10.61

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-0.18

-1

0.75

1.25

Information Ratio

-0.72

-1

0.3

0.6

Calmar Ratio

-0.04

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

40.79

High:

ARM

173.87

Low:

AMBP

-117.37

Details

PEG Ratio

202.25

High:

PEP

863.61

Low:

AMBP

-167.18

Details

Price/Book

14.09

High:

LLY

46.05

Low:

RR.L

-81.73

Details

Price/Sales

9.76

High:

TPL

34.56

Low:

ACHR

Details

Price/CF

26.34

High:

492.44

Low:

RNO.PA

1.9

Details

Price/FCF

49.07

High:

PEP

5,253.35

Low:

RNO.PA

2.75

Details