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

-2.3%

This Month

+3.55%

Year To Date

+46.78%

2 Years

+31.07%

5 Years

-0.98%

10 Years

-0.11%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.09%
💰 Finance
14.46%
🛍️ Retail Trade
12.9%
💻 Electronic Technology
11.01%
🧩 Miscellaneous
10.1%
🖥️ Technology Services
6.83%
❓ Other
4.43%
🍞 Consumer Non Durables
4.43%
🚗 Consumer Durables
3.72%
🪙 Cryptocurrencies
3.42%
🪨 Non Energy Minerals
3.1%
🛠️ Producer Manufacturing
2.64%
⛏️ Energy Minerals
1.76%
🧪 Process Industries
0.61%
🚚 Transportation
0.47%
💵 Cash
0.41%
💼 Commercial Services
0.28%
⚡ Utilities
0.17%
🧬 Health Technology
0.13%
💇‍♀️ Consumer Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.99%
🇺🇸 NYSE
33.04%
🇬🇧 LSE
11.43%
🇨🇭 SIX
5.16%
Tokyo Stock Exchange
4.32%
🌍 Digital Currency
3.42%
🇳🇴 Oslo Stock Exchange
1.64%
🇺🇸 Chicago Board Options Exchange
1.57%
🇩🇰 Copenhagen Stock Exchange
0.69%
🇩🇪 FRA
0.39%
🇫🇷 Euronext Paris
0.31%
🇸🇪 Stockholm Stock Exchange
0.25%
🇮🇹 Borsa Italiana
0.21%
🇭🇰 Hong Kong Exchanges
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
49.72%
🇨🇭 Switzerland
5.2%
🇬🇧 United Kingdom
3.9%
🇳🇴 Norway
1.64%
🇮🇹 Italy
0.94%
🇩🇰 Denmark
0.69%
🇰🇷 South Korea
0.61%
🇮🇱 Israel
0.56%
🇨🇦 Canada
0.44%
🇸🇬 Singapore
0.43%
🇩🇪 Germany
0.39%
🇫🇷 France
0.31%
🇫🇮 Finland
0.3%
🇸🇪 Sweden
0.25%
🇨🇳 China
0.17%
🇨🇱 Chile
0.13%
🇮🇪 Ireland
0.05%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.76%

52 out of 118 instruments pay dividend.

1 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%	4.03%	$3
UBSG.ZU	0.07%	2.09%	$0.64
KO	0.06%	2.4%	$1.89
BXSL	0.05%	12.63%	-
ARCC	0.04%	10.04%	$1.62
BX	0.04%	4.34%	$3.36
AKRBP.OL	0.03%	7.33%	$24.77
SHB-A.ST	0.03%	11.15%	$13
DNB.OL	0.03%	5.58%	$16
C	0.02%	1.83%	$2.12
FCX	0.02%	0.84%	$0.6
GS	0.02%	1.85%	$11
SMG	0.02%	5.45%	$2.64
MS	0.02%	2.08%	$3.4
RR.L	0.02%	0.64%	-
EQNR.OL	0.02%	3.7%	$13.95
MSFT	0.02%	0.72%	$3
BNP.PA	0.02%	5.24%	$4.6
BAC	0.01%	2.01%	$0.96
JPM	0.01%	1.78%	$4.4
III.L	0.01%	3.18%	$0.4
ISP.MI	0.01%	5.5%	$0.3
MAERSKB.CO	0.01%	2.05%	$515
DANSKE.CO	0.01%	4.44%	$14.5
CG	0.01%	3.54%	$1.4
HSBA.L	0.01%	3.67%	$0.49
NHY.OL	0.01%	3.61%	$2.5
RACE	0.01%	1.05%	$2.64
DBK.DE	0.01%	3.13%	$0.45
RY	0.01%	2.41%	$4.03
META	0.01%	0.29%	$1
APO	0.01%	1.76%	$1.75
NVDA	0%	0.12%	$0.02
BARC.L	0%	1.85%	$0.08
BLK	0%	2.06%	$20.2
GEV	0%	0.18%	-
TAC	0%	1.61%	-
PEP	0%	4.52%	$5.15
KKR	0%	0.81%	$0.67
SMSN.L	0%	0.3%	$23.68
IBKR	0%	0.37%	-
STX.US	0%	0.32%	$2.8
SQM	0%	1.02%	$1.36
ENR.DE	0%	0.48%	-
ESLT	0%	0.49%	-
ETN	0%	0.99%	$3.6
WDC	0%	0.11%	-
NVTKL.L	0%	109.46%	-
BMNR	0%	0.04%	-
RNG	0%	0.2%	-
TXT	0%	0.1%	$0.08
DOM.L	0%	-5.33%	$-0.1

Next Dividends

Stock	Type	Date	Pay Per Share
BXSL	Ex-Dividend	Sep 30, 2026	$0.00
JPM	Ex-Dividend	Oct 6, 2026	$1.50
STX.US	Pay Day	Oct 7, 2026	$0.74
FCX	Ex-Dividend	Oct 15, 2026	$0.15
AKRBP.OL	Ex-Dividend	Oct 20, 2026	$0.66
RY	Ex-Dividend	Oct 27, 2026	$1.27
MS	Ex-Dividend	Oct 31, 2026	$1.00
C	Ex-Dividend	Nov 3, 2026	$0.60
BX	Ex-Dividend	Nov 3, 2026	$1.16
RNG	Ex-Dividend	Nov 6, 2026	$0.07
ETN	Ex-Dividend	Nov 7, 2026	$1.10
KKR	Ex-Dividend	Nov 10, 2026	$0.20
EQNR.OL	Ex-Dividend	Nov 13, 2026	$0.39
CG	Ex-Dividend	Nov 17, 2026	$0.35
APO	Ex-Dividend	Nov 19, 2026	$0.56
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SMG	Ex-Dividend	Nov 21, 2026	$0.66
ISP.MI	Ex-Dividend	Nov 21, 2026	$2.25
GS	Ex-Dividend	Dec 1, 2026	$4.50
III.L	Ex-Dividend	Dec 1, 2026	$0.65
IBKR	Ex-Dividend	Dec 1, 2026	$0.09
TAC	Ex-Dividend	Dec 1, 2026	$0.05
BAC	Ex-Dividend	Dec 4, 2026	$0.28
PEP	Ex-Dividend	Dec 4, 2026	$1.48
WDC	Ex-Dividend	Dec 8, 2026	$0.15
BLK	Ex-Dividend	Dec 8, 2026	$5.73
SQM	Ex-Dividend	Dec 8, 2026	$1.03
BMNR	Ex-Dividend	Dec 8, 2026	$0.01
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
TXT	Ex-Dividend	Dec 11, 2026	$0.02
KO	Ex-Dividend	Dec 15, 2026	$0.53
ARCC	Ex-Dividend	Dec 15, 2026	$0.48
GEV	Ex-Dividend	Dec 16, 2026	$0.50
META	Ex-Dividend	Dec 21, 2026	$0.53
ESLT	Ex-Dividend	Dec 23, 2026	$1.00
STX.US	Ex-Dividend	Dec 24, 2026	$0.74
BARC.L	Ex-Dividend	Feb 11, 2027	$0.08
DOM.L	Ex-Dividend	Feb 11, 2027	-$0.10
ENR.DE	Ex-Dividend	Feb 27, 2027	$0.00
BNP.PA	Ex-Dividend	Mar 24, 2027	$3.06
SHB-A.ST	Ex-Dividend	Mar 26, 2027	$0.90
MAERSKB.CO	Ex-Dividend	Mar 26, 2027	$0.00
NESN.ZU	Ex-Dividend	Apr 20, 2027	$3.96
RACE	Ex-Dividend	Apr 21, 2027	$4.27
DNB.OL	Ex-Dividend	Apr 22, 2027	$1.87
NHY.OL	Ex-Dividend	May 8, 2027	$3.00
DBK.DE	Ex-Dividend	May 29, 2027	$0.00

Performance Metrics

Score 2.5/10

Beta

0.93

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-10.04

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1

0.75

1.25

Information Ratio

-0.7

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-10.04

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1

0.75

1.25

Information Ratio

-0.7

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.7

High:

TSLA

372.52

Low:

-4,337.06

Details

PEG Ratio

87.44

High:

ETN

1,276.17

Low:

IONQ

-236.75

Details

Price/Book

7.5

High:

STX.US

186.56

Low:

SMG

-13.3

Details

Price/Sales

5.46

High:

QBTS

593.26

Low:

BLDR

0.56

Details

Price/CF

17.65

High:

COHR

333.3

Low:

IBKR

0.84

Details

Price/FCF

53.75

High:

BLK

570.8

Low:

IBKR

0.84

Details

Worst Drawdowns

Depth	Start	End	Total months
-59.9%	Feb 2018	-	104

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

-2.3%

This Month

+3.55%

Year To Date

+46.78%

2 Years

+31.07%

5 Years

-0.98%

10 Years

-0.11%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
19.09%
💰 Finance
14.46%
🛍️ Retail Trade
12.9%
💻 Electronic Technology
11.01%
🧩 Miscellaneous
10.1%
🖥️ Technology Services
6.83%
❓ Other
4.43%
🍞 Consumer Non Durables
4.43%
🚗 Consumer Durables
3.72%
🪙 Cryptocurrencies
3.42%
🪨 Non Energy Minerals
3.1%
🛠️ Producer Manufacturing
2.64%
⛏️ Energy Minerals
1.76%
🧪 Process Industries
0.61%
🚚 Transportation
0.47%
💵 Cash
0.41%
💼 Commercial Services
0.28%
⚡ Utilities
0.17%
🧬 Health Technology
0.13%
💇‍♀️ Consumer Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
36.99%
🇺🇸 NYSE
33.04%
🇬🇧 LSE
11.43%
🇨🇭 SIX
5.16%
Tokyo Stock Exchange
4.32%
🌍 Digital Currency
3.42%
🇳🇴 Oslo Stock Exchange
1.64%
🇺🇸 Chicago Board Options Exchange
1.57%
🇩🇰 Copenhagen Stock Exchange
0.69%
🇩🇪 FRA
0.39%
🇫🇷 Euronext Paris
0.31%
🇸🇪 Stockholm Stock Exchange
0.25%
🇮🇹 Borsa Italiana
0.21%
🇭🇰 Hong Kong Exchanges
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
49.72%
🇨🇭 Switzerland
5.2%
🇬🇧 United Kingdom
3.9%
🇳🇴 Norway
1.64%
🇮🇹 Italy
0.94%
🇩🇰 Denmark
0.69%
🇰🇷 South Korea
0.61%
🇮🇱 Israel
0.56%
🇨🇦 Canada
0.44%
🇸🇬 Singapore
0.43%
🇩🇪 Germany
0.39%
🇫🇷 France
0.31%
🇫🇮 Finland
0.3%
🇸🇪 Sweden
0.25%
🇨🇳 China
0.17%
🇨🇱 Chile
0.13%
🇮🇪 Ireland
0.05%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.76%

52 out of 118 instruments pay dividend.

1 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%	4.03%	$3
UBSG.ZU	0.07%	2.09%	$0.64
KO	0.06%	2.4%	$1.89
BXSL	0.05%	12.63%	-
ARCC	0.04%	10.04%	$1.62
BX	0.04%	4.34%	$3.36
AKRBP.OL	0.03%	7.33%	$24.77
SHB-A.ST	0.03%	11.15%	$13
DNB.OL	0.03%	5.58%	$16
C	0.02%	1.83%	$2.12
FCX	0.02%	0.84%	$0.6
GS	0.02%	1.85%	$11
SMG	0.02%	5.45%	$2.64
MS	0.02%	2.08%	$3.4
RR.L	0.02%	0.64%	-
EQNR.OL	0.02%	3.7%	$13.95
MSFT	0.02%	0.72%	$3
BNP.PA	0.02%	5.24%	$4.6
BAC	0.01%	2.01%	$0.96
JPM	0.01%	1.78%	$4.4
III.L	0.01%	3.18%	$0.4
ISP.MI	0.01%	5.5%	$0.3
MAERSKB.CO	0.01%	2.05%	$515
DANSKE.CO	0.01%	4.44%	$14.5
CG	0.01%	3.54%	$1.4
HSBA.L	0.01%	3.67%	$0.49
NHY.OL	0.01%	3.61%	$2.5
RACE	0.01%	1.05%	$2.64
DBK.DE	0.01%	3.13%	$0.45
RY	0.01%	2.41%	$4.03
META	0.01%	0.29%	$1
APO	0.01%	1.76%	$1.75
NVDA	0%	0.12%	$0.02
BARC.L	0%	1.85%	$0.08
BLK	0%	2.06%	$20.2
GEV	0%	0.18%	-
TAC	0%	1.61%	-
PEP	0%	4.52%	$5.15
KKR	0%	0.81%	$0.67
SMSN.L	0%	0.3%	$23.68
IBKR	0%	0.37%	-
STX.US	0%	0.32%	$2.8
SQM	0%	1.02%	$1.36
ENR.DE	0%	0.48%	-
ESLT	0%	0.49%	-
ETN	0%	0.99%	$3.6
WDC	0%	0.11%	-
NVTKL.L	0%	109.46%	-
BMNR	0%	0.04%	-
RNG	0%	0.2%	-
TXT	0%	0.1%	$0.08
DOM.L	0%	-5.33%	$-0.1

Next Dividends

Stock	Type	Date	Pay Per Share
BXSL	Ex-Dividend	Sep 30, 2026	$0.00
JPM	Ex-Dividend	Oct 6, 2026	$1.50
STX.US	Pay Day	Oct 7, 2026	$0.74
FCX	Ex-Dividend	Oct 15, 2026	$0.15
AKRBP.OL	Ex-Dividend	Oct 20, 2026	$0.66
RY	Ex-Dividend	Oct 27, 2026	$1.27
MS	Ex-Dividend	Oct 31, 2026	$1.00
C	Ex-Dividend	Nov 3, 2026	$0.60
BX	Ex-Dividend	Nov 3, 2026	$1.16
RNG	Ex-Dividend	Nov 6, 2026	$0.07
ETN	Ex-Dividend	Nov 7, 2026	$1.10
KKR	Ex-Dividend	Nov 10, 2026	$0.20
EQNR.OL	Ex-Dividend	Nov 13, 2026	$0.39
CG	Ex-Dividend	Nov 17, 2026	$0.35
APO	Ex-Dividend	Nov 19, 2026	$0.56
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SMG	Ex-Dividend	Nov 21, 2026	$0.66
ISP.MI	Ex-Dividend	Nov 21, 2026	$2.25
GS	Ex-Dividend	Dec 1, 2026	$4.50
III.L	Ex-Dividend	Dec 1, 2026	$0.65
IBKR	Ex-Dividend	Dec 1, 2026	$0.09
TAC	Ex-Dividend	Dec 1, 2026	$0.05
BAC	Ex-Dividend	Dec 4, 2026	$0.28
PEP	Ex-Dividend	Dec 4, 2026	$1.48
WDC	Ex-Dividend	Dec 8, 2026	$0.15
BLK	Ex-Dividend	Dec 8, 2026	$5.73
SQM	Ex-Dividend	Dec 8, 2026	$1.03
BMNR	Ex-Dividend	Dec 8, 2026	$0.01
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
TXT	Ex-Dividend	Dec 11, 2026	$0.02
KO	Ex-Dividend	Dec 15, 2026	$0.53
ARCC	Ex-Dividend	Dec 15, 2026	$0.48
GEV	Ex-Dividend	Dec 16, 2026	$0.50
META	Ex-Dividend	Dec 21, 2026	$0.53
ESLT	Ex-Dividend	Dec 23, 2026	$1.00
STX.US	Ex-Dividend	Dec 24, 2026	$0.74
BARC.L	Ex-Dividend	Feb 11, 2027	$0.08
DOM.L	Ex-Dividend	Feb 11, 2027	-$0.10
ENR.DE	Ex-Dividend	Feb 27, 2027	$0.00
BNP.PA	Ex-Dividend	Mar 24, 2027	$3.06
SHB-A.ST	Ex-Dividend	Mar 26, 2027	$0.90
MAERSKB.CO	Ex-Dividend	Mar 26, 2027	$0.00
NESN.ZU	Ex-Dividend	Apr 20, 2027	$3.96
RACE	Ex-Dividend	Apr 21, 2027	$4.27
DNB.OL	Ex-Dividend	Apr 22, 2027	$1.87
NHY.OL	Ex-Dividend	May 8, 2027	$3.00
DBK.DE	Ex-Dividend	May 29, 2027	$0.00

Performance Metrics

Score 2.5/10

Beta

0.93

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-10.04

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1

0.75

1.25

Information Ratio

-0.7

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

-1

0.5

1.5

Sortino Ratio

-1

Jensen's Alpha

-10.04

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-1

0.75

1.25

Information Ratio

-0.7

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

29.7

High:

TSLA

372.52

Low:

-4,337.06

Details

PEG Ratio

87.44

High:

ETN

1,276.17

Low:

IONQ

-236.75

Details

Price/Book

7.5

High:

STX.US

186.56

Low:

SMG

-13.3

Details

Price/Sales

5.46

High:

QBTS

593.26

Low:

BLDR

0.56

Details

Price/CF

17.65

High:

COHR

333.3

Low:

IBKR

0.84

Details

Price/FCF

53.75

High:

BLK

570.8

Low:

IBKR

0.84

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-59.9%	Feb 2018	-	104