Portfolio of RichardSte on eToro

RichardSte

🇮🇪 Stock Growth Investor.

13 copiers.

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

Summary

-0.29%

This Month

-2.45%

Year To Date

+88.33%

2 Years

+88.33%

5 Years

+88.33%

10 Years

+56.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
45.92%
🖥️ Technology Services
38.66%
🛍️ Retail Trade
8.18%
🚚 Transportation
5.95%
💵 Cash
1.21%
🧬 Health Technology
0.51%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
69.2%
🇺🇸 NYSE
24.03%
🇬🇧 LSE
5.98%

Countries Breakdown

Country
Total

🇺🇸 United States
93.24%
🇬🇧 United Kingdom
5.98%

Dividends

Dividend Yield

0.29%

4 out of 12 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IBM (2.7%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IBM	0.2%	2.7%	$6.65
GOOG	0.05%	0.28%	$0.2
RR.L	0.04%	0.7%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.1/10

Beta

1.88

0.8

1.2

Sharpe Ratio

1.42

0.5

Sortino Ratio

3.18

Jensen's Alpha

30.92

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.23

0.75

1.25

Information Ratio

1.24

0.3

0.6

Calmar Ratio

3.87

0.3

0.6

Beta

1.88

0.8

1.2

Sharpe Ratio

1.42

0.5

Sortino Ratio

3.18

Jensen's Alpha

30.92

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.23

0.75

1.25

Information Ratio

1.24

0.3

0.6

Calmar Ratio

3.87

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.5

High:

AMD

76.4

Low:

RKLB

-191.35

Details

PEG Ratio

-2,068.81

High:

UBER

555.04

Low:

RKLB

-9,779.22

Details

Price/Book

10.41

High:

RR.L

47.86

Low:

HUMA

-38.45

Details

Price/Sales

8.43

High:

ACHR

16,098.64

Low:

UBER

3.1

Details

Price/CF

26.93

High:

AMD

45.99

Low:

UBER

17.04

Details

Price/FCF

63.37

High:

AMZN

325.85

Low:

UBER

17.63

Details

P/E Ratio

31.5

High:

AMD

76.4

Low:

RKLB

-191.35

Details

PEG Ratio

-2,068.81

High:

UBER

555.04

Low:

RKLB

-9,779.22

Details

Price/Book

10.41

High:

RR.L

47.86

Low:

HUMA

-38.45

Details

Price/Sales

8.43

High:

ACHR

16,098.64

Low:

UBER

3.1

Details

Price/CF

26.93

High:

AMD

45.99

Low:

UBER

17.04

Details

Price/FCF

63.37

High:

AMZN

325.85

Low:

UBER

17.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-15.77%	Jan 2025	May 2025	4
-10.35%	Feb 2026	-	2
-9.85%	Nov 2025	Dec 2025	1

Monthly Performance

Portfolio of RichardSte on eToro

RichardSte

🇮🇪 Stock Growth Investor.

13 copiers.

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

Summary

-0.29%

This Month

-2.45%

Year To Date

+88.33%

2 Years

+88.33%

5 Years

+88.33%

10 Years

+56.33%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
45.92%
🖥️ Technology Services
38.66%
🛍️ Retail Trade
8.18%
🚚 Transportation
5.95%
💵 Cash
1.21%
🧬 Health Technology
0.51%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
69.2%
🇺🇸 NYSE
24.03%
🇬🇧 LSE
5.98%

Countries Breakdown

Country
Total

🇺🇸 United States
93.24%
🇬🇧 United Kingdom
5.98%

Dividends

Dividend Yield

0.29%

4 out of 12 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IBM (2.7%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IBM	0.2%	2.7%	$6.65
GOOG	0.05%	0.28%	$0.2
RR.L	0.04%	0.7%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.1/10

Beta

1.88

0.8

1.2

Sharpe Ratio

1.42

0.5

Sortino Ratio

3.18

Jensen's Alpha

30.92

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.23

0.75

1.25

Information Ratio

1.24

0.3

0.6

Calmar Ratio

3.87

0.3

0.6

Beta

1.88

0.8

1.2

Sharpe Ratio

1.42

0.5

Sortino Ratio

3.18

Jensen's Alpha

30.92

-2

Omega Ratio

2.25

1.5

Treynor Ratio

2.23

0.75

1.25

Information Ratio

1.24

0.3

0.6

Calmar Ratio

325.85

Low:

UBER

17.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-15.77%	Jan 2025	May 2025	4
-10.35%	Feb 2026	-	2
-9.85%	Nov 2025	Dec 2025	1