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

+0.07%

Today

-2.62%

This Month

-13.02%

Year To Date

+34.97%

2 Years

-12.05%

5 Years

-4.57%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.58%
🛍️ Retail Trade
16.94%
📊 ETFs
16.06%
🍞 Consumer Non Durables
11.28%
💻 Electronic Technology
9.43%
🚗 Consumer Durables
8.89%
🖥️ Technology Services
4.82%
🪙 Cryptocurrencies
4.07%
🧬 Health Technology
1.39%
💵 Cash
1.02%
🛠️ Producer Manufacturing
0.89%
🧪 Process Industries
0.76%
💇‍♀️ Consumer Services
0.36%
📦 Distribution Services
0.15%
🪨 Non Energy Minerals
0.09%
⚡ Utilities
0.06%
🚚 Transportation
0.04%
⛏️ Energy Minerals
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
61.03%
🇺🇸 Nasdaq
29.89%
🌍 Digital Currency
4.07%
🇬🇧 LSE
2.99%
🇭🇰 Hong Kong Exchanges
0.77%
🇫🇷 Euronext Paris
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
72.52%
🇬🇧 United Kingdom
3.35%
🇮🇹 Italy
1.15%
🇨🇳 China
0.77%
🇨🇭 Switzerland
0.49%
🇨🇦 Canada
0.2%
🇨🇱 Chile
0.06%
🇫🇷 France
0.06%
🇱🇺 Luxembourg
0.06%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.75%

29 out of 68 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KO	0.29%	2.69%	$1.89
WMT	0.1%	1.01%	$0.81
BLK	0.06%	2.34%	$20.2
BX	0.05%	3.11%	$3.36
SSO	0.05%	0.94%	-
V	0.04%	0.67%	$2.01
SMG	0.03%	5.06%	$2.64
RR.L	0.02%	0.84%	-
QQ.L	0.01%	2.19%	$0.08
EWJ	0.01%	2.29%	-
AMBP	0.01%	14.98%	$0.4
SMH	0.01%	0.51%	-
HII	0.01%	2.41%	$5.14
RACE	0.01%	0.7%	$2.64
MSFT	0.01%	0.88%	$3
LLY	0.01%	0.64%	$4.86
META	0.01%	0.4%	$1
CARR	0.01%	1.39%	$0.76
DNUT	0.01%	3.37%	$0.14
BMY	0%	4.96%	$2.34
ENIC	0%	6.98%	$0.21
MAR	0%	1.14%	$2.19
PEP	0%	3.79%	$5.15
RNO.PA	0%	5.01%	$1.85
SOXL	0%	2.21%	-
NVDA	0%	0.04%	$0.02
NVTKL.L	0%	109.46%	-
EA	0%	0.52%	$0.76
TXT	0%	0.12%	$0.08

Next Dividends

Stock	Type	Date	Pay Per Share
RACE	Ex-Dividend	Apr 22, 2025	$3.12
DNUT	Ex-Dividend	Apr 23, 2025	$0.04
BMY	Pay Day	May 1, 2025	$0.62
CARR	Ex-Dividend	May 2, 2025	$0.22
RACE	Pay Day	May 6, 2025	$3.12
DNUT	Pay Day	May 7, 2025	$0.04
RNO.PA	Ex-Dividend	May 8, 2025	$2.30
WMT	Ex-Dividend	May 9, 2025	$0.24
RNO.PA	Pay Day	May 12, 2025	$2.30
MSFT	Ex-Dividend	May 15, 2025	$0.83
CARR	Pay Day	May 22, 2025	$0.22
WMT	Pay Day	May 27, 2025	$0.24
MSFT	Pay Day	Jun 12, 2025	$0.83
EWJ	Pay Day	Jun 17, 2025	$-
SMH	Pay Day	Dec 24, 2025	$-

Performance Metrics

Score 2.5/10

Beta

0.89

0.8

1.2

Sharpe Ratio

-0.19

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-12.2

-13

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-0.39

-1

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Beta

0.89

0.8

1.2

Sharpe Ratio

-0.19

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-12.2

-13

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-0.39

-1

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

-0.07

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.44

High:

ORGO

753.57

Low:

SMG

-108.78

Details

PEG Ratio

134.39

High:

RR.L

637.52

Low:

AMBP

-129.85

Details

Price/Book

6.1

High:

LAC

950.35

Low:

RR.L

-66.62

Details

Price/Sales

3.64

High:

IONQ

130.24

Low:

ACHR

Details

Price/CF

30.71

High:

492.44

Low:

RNO.PA

1.89

Details

Price/FCF

75.8

High:

PEP

5,253.35

Low:

RNO.PA

2.96

Details