Portfolio of RichieFromCuba on eToro

RichieFromCuba

🇪🇸 Value Stock 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

+0.01%

Today

+1.85%

This Month

-27.45%

Year To Date

+20.39%

2 Years

+20.83%

5 Years

+5.17%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.42%
💻 Electronic Technology
23.27%
💵 Cash
17.57%
🛍️ Retail Trade
14.57%
🏥 Health Services
9.45%
💰 Finance
2.62%
🍞 Consumer Non Durables
2.07%
🪙 Cryptocurrencies
1.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
60.09%
🇺🇸 NYSE
15.26%
🇸🇪 Stockholm Stock Exchange
3.99%
🇪🇸 Bolsa De Madrid
2.07%
🌍 Digital Currency
1.24%

Countries Breakdown

Country
Total

🇺🇸 United States
67.58%
🇮🇪 Ireland
5.71%
🇸🇪 Sweden
3.99%
🇪🇸 Spain
2.07%
🇳🇱 Netherlands
2.06%

Dividends

Dividend Yield

0.57%

12 out of 21 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $EVO.ST (4.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVO.ST	0.19%	4.69%	$31.03
UNH	0.16%	2.81%	$7.74
GOOGL	0.06%	0.47%	$0.2
ITX.MC	0.06%	2.83%	$1.11
QCOM	0.03%	2.31%	$3.25
CRM	0.02%	0.59%	$0.4
ASML	0.02%	0.78%	$5.57
UHS	0.02%	0.42%	$0.8
MSFT	0.01%	0.69%	$3
AAPL	0.01%	0.5%	$0.97
NVDA	0%	0.03%	$0.02
META	0%	0.29%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
META	Ex-Dividend	Jun 16, 2025	$0.52
UNH	Ex-Dividend	Jun 16, 2025	$2.21
UHS	Pay Day	Jun 16, 2025	$0.20
GOOGL	Pay Day	Jun 16, 2025	$0.21
CRM	Ex-Dividend	Jun 18, 2025	$0.42
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
QCOM	Pay Day	Jun 26, 2025	$0.89
NVDA	Pay Day	Jul 3, 2025	$0.01
CRM	Pay Day	Jul 10, 2025	$0.42
ITX.MC	Ex-Dividend	Oct 30, 2025	$0.92
ITX.MC	Pay Day	Nov 3, 2025	$0.92

Performance Metrics

Score 3/10

Beta

1.37

0.8

1.2

Sharpe Ratio

0.21

0.5

1.5

Sortino Ratio

0.33

Jensen's Alpha

-2.25

-3

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

0.49

0.75

1.25

Information Ratio

0.02

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Beta

1.37

0.8

1.2

Sharpe Ratio

0.21

0.5

1.5

Sortino Ratio

0.33

Jensen's Alpha

-2.25

-3

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

0.49

0.75

1.25

Information Ratio

0.02

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.45

High:

CELH

127.6

Low:

EVO.ST

9.65

Details

PEG Ratio

80.86

High:

MSFT

300.52

Low:

UHS

20.51

Details

Price/Book

10.05

High:

AAPL

45.61

Low:

BRK.B

1.63

Details

Price/Sales

7.31

High:

NVDA

23.49

Low:

UNH

0.68

Details

Price/CF

22.41

High:

BRK.B

37.15

Low:

UHS

6.11

Details

Price/FCF

38.03

High:

AMZN

98.68

Low:

UHS

12.37

Details