Portfolio of RichWidlake on eToro

RichWidlake

🇬🇧 Stock and ETF Multi-Strategy Investor.

2 copiers.

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

Summary

-2.61%

This Month

-3.11%

Year To Date

+47.48%

2 Years

-5.26%

5 Years

-7.38%

10 Years

-0.9%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
30.23%
🛍️ Retail Trade
12.06%
💰 Finance
11.39%
💻 Electronic Technology
8.62%
🧩 Miscellaneous
7.46%
🖥️ Technology Services
5.83%
🚗 Consumer Durables
4.37%
🍞 Consumer Non Durables
3.9%
🪙 Cryptocurrencies
3.29%
🪨 Non Energy Minerals
3.19%
⛏️ Energy Minerals
2.46%
🛠️ Producer Manufacturing
2.41%
🧬 Health Technology
1.89%
🧪 Process Industries
0.61%
📡 Communications
0.6%
💇‍♀️ Consumer Services
0.49%
🚚 Transportation
0.45%
💵 Cash
0.29%
💼 Commercial Services
0.25%
⚡ Utilities
0.2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
44.65%
🇺🇸 Nasdaq
37.4%
🇺🇸 Chicago Board Options Exchange
4.88%
🇨🇭 SIX
4.18%
🇬🇧 LSE
3.64%
🌍 Digital Currency
3.29%
🇦🇺 Sydney
0.99%
🇩🇰 Copenhagen Stock Exchange
0.29%
🇭🇰 Hong Kong Exchanges
0.28%
🇩🇪 FRA
0.11%

Countries Breakdown

Country
Total

🇺🇸 United States
54.75%
🇨🇭 Switzerland
4.18%
🇬🇧 United Kingdom
3.63%
🇦🇺 Australia
0.99%
🇮🇹 Italy
0.62%
🇮🇱 Israel
0.59%
🇫🇮 Finland
0.44%
🇩🇰 Denmark
0.29%
🇨🇳 China
0.28%
🇨🇦 Canada
0.2%
🇩🇪 Germany
0.11%
🇮🇪 Ireland
0.04%
🇳🇱 Netherlands
0.04%
🇹🇼 Taiwan
0.04%
🇷🇺 Russia
0%

Dividends

Dividend Yield

0.58%

51 out of 105 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NVTKL.L (109.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UBSG.ZU	0.08%	2.79%	$0.64
KO	0.06%	2.64%	$1.89
NESN.ZU	0.05%	3.83%	$3
BX	0.04%	4.16%	$3.36
C	0.02%	2.14%	$2.12
SMG	0.02%	3.83%	$2.64
MS	0.02%	2.37%	$3.4
RR.L	0.02%	0.7%	-
GS	0.02%	1.8%	$11
FCX	0.02%	0.92%	$0.6
BLK	0.02%	2.05%	$20.2
CVX	0.02%	3.71%	$6.28
BMY	0.02%	4.05%	$2.34
MSFT	0.02%	0.86%	$3
ZIM	0.02%	14.84%	$0.23
BAC	0.02%	2.2%	$0.96
XOM	0.01%	2.69%	$3.76
DRI	0.01%	2.93%	$5.24
JPM	0.01%	1.95%	$4.4
III.L	0.01%	2.55%	$0.4
CG	0.01%	2.67%	$1.4
LLY	0.01%	0.62%	$4.86
MAERSKB.CO	0.01%	2.86%	$515
RACE	0.01%	1.16%	$2.64
COP	0.01%	2.8%	$3.25
META	0.01%	0.32%	$1
APO	0.01%	1.86%	$1.75
PEP	0.01%	3.49%	$5.15
HII	0.01%	1.26%	$5.14
GEV	0%	0.18%	-
TAC	0%	1.43%	-
MA	0%	0.62%	$2.46
KKR	0%	0.79%	$0.67
HIMX	0%	4.71%	$0.28
AVGO	0%	0.71%	$19.7
NVDA	0%	0.02%	$0.02
NXPI	0%	1.89%	$4.06
CRH.L	0%	1.32%	$1.61
ETN	0%	1.19%	$3.6
NVTKL.L	0%	109.46%	-
BMNR	0%	0.05%	-
ENR.DE	0%	0.43%	-
MRVL	0%	0.3%	$0.24
TXT	0%	0.08%	$0.08
RNG	0%	0.19%	-
01211.HK	0%	-1.56%	$-3.41
CRM	0%	-0.87%	$-0.4
SMWH.L	0%	-2.83%	$-0.32
GRG.L	0%	-4.19%	$-0.6
DOM.L	0%	-6.12%	$-0.1
VOW3.DE	0%	-6.71%	$-9.06

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.5/10

Beta

0.92

0.8

1.2

Sharpe Ratio

-0.03

-1

0.5

1.5

Sortino Ratio

-0.04

-1

Jensen's Alpha

-10.29

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-0.06

-1

0.75

1.25

Information Ratio

-0.71

-1

0.3

0.6

Calmar Ratio

-0.01

-1

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

-0.03

-1

0.5

1.5

Sortino Ratio

-0.04

-1

Jensen's Alpha

-10.29

-11

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

-0.06

-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 current positions

P/E Ratio

32.69

High:

TSLA

377.27

Low:

-432.61

Details

PEG Ratio

115.43

High:

ELF

1,459.2

Low:

PRCT

-699.91

Details

Price/Book

7.49

High:

847.31

Low:

USAR

-35.55

Details

Price/Sales

5.24

High:

ACHR

16,098.64

Low:

USAR

Details

Price/CF

22.78

High:

EVLV

207.01

Low:

ZIM

0.61

Details

Price/FCF

81.64

High:

PEP

5,797.72

Low:

ZIM

1.1

Details