Portfolio of RichWidlake on eToro

RichWidlake

🇬🇧 Stock and ETF Multi-Strategy Investor.

3 copiers.

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

Summary

+0.21%

This Month

+15.82%

Year To Date

+77.38%

2 Years

+24%

5 Years

-6.59%

10 Years

-0.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.85%
💰 Finance
23.6%
💻 Electronic Technology
13.88%
🚗 Consumer Durables
8.26%
🖥️ Technology Services
7.28%
🛍️ Retail Trade
6.99%
💵 Cash
2.97%
🧬 Health Technology
1.51%
🛠️ Producer Manufacturing
1.47%
🪙 Cryptocurrencies
1.26%
🏥 Health Services
0.98%
🍞 Consumer Non Durables
0.9%
💼 Commercial Services
0.86%
🧪 Process Industries
0.69%
💇‍♀️ Consumer Services
0.5%
🪨 Non Energy Minerals
0.13%
📡 Communications
0.06%
🚚 Transportation
0.05%
🏭 Industrial Services
0.04%
⛏️ Energy Minerals
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.47%
🇺🇸 NYSE
38.17%
🇬🇧 LSE
3.14%
🇺🇸 Chicago Board Options Exchange
2.32%
🌍 Digital Currency
1.26%
🇭🇰 Hong Kong Exchanges
0.68%
🇮🇹 Borsa Italiana
0.28%

Countries Breakdown

Country
Total

🇺🇸 United States
62.24%
🇬🇧 United Kingdom
3.39%
🇮🇹 Italy
0.77%
🇨🇳 China
0.68%
🇳🇱 Netherlands
0.04%
🇨🇦 Canada
0.04%
🇹🇼 Taiwan
0.04%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.54%

42 out of 77 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAC	0.1%	2.14%	$0.96
VOOG	0.05%	0.53%	-
BX	0.04%	2.51%	$3.36
JPM	0.03%	1.8%	$4.4
QQQ	0.03%	0.51%	-
UNH	0.03%	2.74%	$7.74
RR.L	0.02%	0.98%	-
SMG	0.02%	4.19%	$2.64
URA	0.02%	1.91%	-
MSFT	0.02%	0.67%	$3
GDXJ	0.02%	1.65%	-
BLK	0.02%	1.89%	$20.2
BMY	0.02%	5.24%	$2.34
META	0.01%	0.27%	$1
DRI	0.01%	2.72%	$5.24
GDX	0.01%	0.77%	-
EL	0.01%	1.57%	$2.64
PEP	0.01%	3.81%	$5.15
LLY	0.01%	0.8%	$4.86
CG	0.01%	2.21%	$1.4
HII	0.01%	2.01%	$5.14
SMH	0.01%	0.38%	-
APO	0%	1.48%	$1.75
CC	0%	4.33%	$1
III	0%	1.03%	$0.4
RACE	0%	0.72%	$2.64
QQ.L	0%	1.85%	$0.08
SOXL	0%	1.07%	-
LDO.MI	0%	1.1%	$0.28
NVDA	0%	0.02%	$0.02
KKR	0%	0.53%	$0.67
HIMX	0%	4.3%	$0.28
GEV	0%	0.13%	-
CAT	0%	1.36%	$5.31
NXPI	0%	1.8%	$4.06
WFRD	0%	1.6%	-
CRH.L	0%	1.29%	$1.61
NVTKL.L	0%	109.46%	-
CGNX	0%	0.72%	$0.3
TXT	0%	0.1%	$0.08
9992.HK	0%	0.29%	-
CRS	0%	0.33%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share
LLY	Pay Day	Sep 10, 2025	$1.50
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
TXT	Ex-Dividend	Sep 12, 2025	$0.02
HII	Pay Day	Sep 12, 2025	$1.35
CC	Pay Day	Sep 12, 2025	$0.09
UNH	Ex-Dividend	Sep 15, 2025	$2.21
EL	Pay Day	Sep 16, 2025	$0.35
NXPI	Ex-Dividend	Sep 17, 2025	$1.01
UNH	Pay Day	Sep 23, 2025	$2.21
BLK	Pay Day	Sep 23, 2025	$5.21
BAC	Pay Day	Sep 26, 2025	$0.28
PEP	Pay Day	Sep 30, 2025	$1.42
TXT	Pay Day	Oct 1, 2025	$0.02
NVDA	Pay Day	Oct 2, 2025	$0.01
NXPI	Pay Day	Oct 8, 2025	$1.01
GDX	Pay Day	Dec 24, 2025	$0.00
GDXJ	Pay Day	Dec 24, 2025	$0.00
SMH	Pay Day	Dec 24, 2025	$0.00

Performance Metrics

Score 2.5/10

Beta

0.91

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-10.36

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-0.08

-1

0.75

1.25

Information Ratio

-0.71

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.91

0.8

1.2

Sharpe Ratio

-0.04

-1

0.5

1.5

Sortino Ratio

-0.05

-1

Jensen's Alpha

-10.36

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-0.08

-1

0.75

1.25

Information Ratio

-0.71

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

40.48

High:

ARM

206.3

Low:

MTSI

-130.91

Details

PEG Ratio

88.09

High:

BLK

934.84

Low:

SATS

-69.72

Details

Price/Book

11.43

High:

NVDA

41.74

Low:

PRCH

-74.89

Details

Price/Sales

8.84

High:

SBET

118.77

Low:

ACHR

Details

Price/CF

32.25

High:

III

761.59

Low:

WFRD

4.66

Details

Price/FCF

68.12

High:

PEP

5,253.35

Low:

SATS

6.89

Details