Portfolio of Richardstroud on eToro

Richardstroud

🇬🇧 Stock and ETF Multi-Strategy Investor.

3,571 copiers.

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

Summary

Today

+1.15%

This Month

+7.76%

Year To Date

+13.41%

2 Years

+20.04%

5 Years

+9.48%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
31.81%
🖥️ Technology Services
14.03%
💰 Finance
13.32%
🍞 Consumer Non Durables
11.67%
💻 Electronic Technology
5.97%
🛍️ Retail Trade
5.86%
⛏️ Energy Minerals
4.84%
🧬 Health Technology
3.79%
🚚 Transportation
2.88%
💇‍♀️ Consumer Services
1.97%
🪨 Non Energy Minerals
1.79%
⚡ Utilities
1.7%
💵 Cash
0.37%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.3%
🇬🇧 LSE
30.73%
🇺🇸 Nasdaq
15.78%
🇭🇰 Hong Kong Exchanges
2.05%
🇫🇷 Euronext Paris
1.25%
🇫🇮 Helsinki Stock Exchange
0.53%

Countries Breakdown

Country
Total

🇺🇸 United States
37.71%
🇬🇧 United Kingdom
26.03%
🇨🇳 China
2.18%
🇫🇷 France
1.25%
🇫🇮 Finland
0.53%
🇬🇮 Gibraltar
0.13%

Dividends

Dividend Yield

2.83%

40 out of 46 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $0968.HK (8.5%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BIL	0.36%	4.68%	-
LGEN.L	0.18%	8.48%	$0.2
AV.L	0.16%	5.72%	$0.33
TRIG.L	0.14%	7.77%	$0.07
RIO.L	0.12%	6.95%	$3.41
OSB.L	0.12%	6.05%	$0.32
BP.L	0.12%	6.08%	$0.23
XLE	0.1%	3.5%	-
SHEL.L	0.1%	4.03%	$0.8
PG	0.09%	2.63%	$3.83
CSCO	0.09%	2.38%	$1.58
MIDD.L	0.08%	3.14%	-
IJR	0.08%	2.24%	-
TSCO.L	0.08%	3.43%	$0.12
TGT	0.08%	4.32%	$4.42
ISF.L	0.07%	3.54%	-
IJH	0.06%	1.38%	-
KRE	0.06%	2.75%	-
SSE.L	0.06%	3.52%	$0.6
SAN.PA	0.06%	4.72%	$3.76
0968.HK	0.06%	8.5%	$0.23
KO	0.06%	2.85%	$1.89
GRG.L	0.05%	4%	$0.6
ABF.L	0.05%	3.07%	$0.54
XLU	0.04%	2.78%	-
AZN.L	0.04%	2.36%	$2.28
NXT.L	0.04%	1.91%	$2.07
QCOM	0.04%	2.18%	$3.25
SPGI	0.03%	0.72%	$3.62
V	0.03%	0.66%	$2.01
XLF	0.03%	1.4%	-
MSFT	0.03%	0.66%	$3
XLV	0.03%	1.76%	-
DGE.L	0.02%	4.21%	$0.81
NKE	0.02%	2.16%	$1.45
GOOGL	0.02%	0.45%	$0.2
DIS	0.02%	0.83%	$0.75
0700.HK	0.01%	0.91%	$3.4
NESTE.HE	0.01%	1.57%	$1.2
XBI	0%	0.17%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Jul 18, 2025	$1.06
CSCO	Pay Day	Jul 23, 2025	$0.41
DIS	Pay Day	Jul 23, 2025	$0.50
SSE.L	Ex-Dividend	Jul 24, 2025	$0.58
NXT.L	Pay Day	Aug 1, 2025	$2.04
TGT	Ex-Dividend	Aug 13, 2025	$1.14
PG	Pay Day	Aug 15, 2025	$1.06
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
SPGI	Ex-Dividend	Aug 26, 2025	$0.96
TGT	Pay Day	Sep 1, 2025	$1.14
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
SSE.L	Pay Day	Sep 18, 2025	$0.58

Performance Metrics

Score 5.6/10

Beta

0.48

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

1.94

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

1.19

0.75

1.25

Information Ratio

-0.23

-1

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

0.48

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

1.94

-2

4.5

Omega Ratio

0.83

1.5

2.5

Treynor Ratio

1.19

0.75

1.25

Information Ratio

-0.23

-1

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.07

High:

LGEN.L

88.39

Low:

RGEN

-316.3

Details

PEG Ratio

604.51

High:

9,978.59

Low:

CODX

-1.86

Details

Price/Book

7.1

High:

18.2

Low:

EVOK.L

-2.46

Details

Price/Sales

5.54

High:

18.26

Low:

EVOK.L

0.16

Details

Price/CF

17.28

High:

282.33

Low:

AV.L

1.83

Details

Price/FCF

41.84

High:

NESTE.HE

548.5

Low:

AV.L

2.08

Details