Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Momentum Stock Investor.

631 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

+1.37%

This Month

+21.9%

Year To Date

+81.64%

2 Years

+100.82%

5 Years

+28.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.92%
💻 Electronic Technology
20.79%
💵 Cash
17.28%
🖥️ Technology Services
10.65%
📦 Distribution Services
5.17%
🏭 Industrial Services
3.93%
⚡ Utilities
3.8%
🍞 Consumer Non Durables
3.27%
🪨 Non Energy Minerals
2.69%
💼 Commercial Services
2.47%
🛠️ Producer Manufacturing
2.13%
🚚 Transportation
1.85%
🛍️ Retail Trade
1.73%
🧩 Miscellaneous
0.66%
🧬 Health Technology
0.65%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
36.67%
🇩🇪 FRA
18.05%
🇺🇸 NYSE
17.6%
🇺🇸 Nasdaq
12.39%

Countries Breakdown

Country
Total

🇺🇸 United States
28.24%
🇬🇧 United Kingdom
27.49%
🇩🇪 Germany
19.8%
🇮🇱 Israel
5.08%
🇨🇭 Switzerland
2.59%
🇲🇽 Mexico
1.5%

Dividends

Dividend Yield

1.47%

38 out of 46 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $LGEN.L (8.31%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PLUS.L	0.26%	5.02%	$1.33
NWG.L	0.18%	4.13%	$0.17
BBY.L	0.08%	2.51%	$0.12
CBK.DE	0.08%	2.33%	$0.35
BATS.L	0.07%	6.9%	$2.36
GLEN.L	0.07%	2.54%	$0.1
LGEN.L	0.06%	8.31%	$0.2
DB	0.05%	2.63%	$0.49
SAP.DE	0.04%	0.87%	$2.2
TLX.DE	0.04%	2.36%	$2.35
IAG.L	0.04%	2.09%	-
SCHW	0.04%	1.19%	$1
BA.L	0.03%	1.67%	$0.3
NRG	0.03%	1.08%	$1.57
HNR1.DE	0.03%	3.22%	$7.2
RR.L	0.03%	0.68%	-
FRES.L	0.03%	1.87%	$0.05
BAKK.L	0.03%	3.74%	$0.07
RWE.DE	0.02%	3.31%	$1
NXT.L	0.02%	1.81%	$2.07
BGEO.L	0.02%	3.39%	$0.99
MGNS	0.02%	3.52%	$1.14
ULVR.L	0.02%	3.25%	$1.47
PGR	0.02%	1.75%	$1.15
AVGO	0.02%	0.85%	$19.7
PM	0.02%	2.96%	$5.2
G24.DE	0.02%	1.09%	$1.2
HEI.DE	0.01%	1.83%	$3
REL.L	0.01%	1.59%	$0.59
MTX.DE	0.01%	0.62%	$2
JUST.L	0.01%	1.72%	$0.02
HWM	0.01%	0.21%	$0.19
DB1.DE	0.01%	1.42%	$3.8
STAN.L	0.01%	2.5%	$0.22
RHM.DE	0.01%	0.43%	$5.7
GEV	0%	0.1%	-
HOC.L	0%	0.47%	-
ADS.DE	0%	0.94%	$0.7

Next Dividends

Stock	Type	Date	Pay Per Share
ULVR.L	Pay Day	Jun 13, 2025	$0.52
HOC.L	Pay Day	Jun 18, 2025	$0.02
REL.L	Pay Day	Jun 19, 2025	$0.57
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
BBY.L	Pay Day	Jul 2, 2025	$0.11
NXT.L	Ex-Dividend	Jul 3, 2025	$2.04
BGEO.L	Ex-Dividend	Jul 3, 2025	$2.05
PLUS.L	Pay Day	Jul 9, 2025	$0.40
BGEO.L	Pay Day	Jul 18, 2025	$2.05
BATS.L	Pay Day	Aug 1, 2025	$0.76
NXT.L	Pay Day	Aug 1, 2025	$2.04
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
GLEN.L	Pay Day	Sep 19, 2025	$0.05

Performance Metrics

Score 8.5/10

Beta

0.75

0.8

1.2

Sharpe Ratio

1.16

0.5

Sortino Ratio

2.87

Jensen's Alpha

14.18

-2

Omega Ratio

2.05

1.5

Treynor Ratio

2.23

0.75

1.25

Information Ratio

0.86

0.3

0.6

Calmar Ratio

2.07

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

1.16

0.5

Sortino Ratio

2.87

Jensen's Alpha

14.18

-2

Omega Ratio

2.05

1.5

Treynor Ratio

2.23

0.75

1.25

Information Ratio

0.86

0.3

0.6

Calmar Ratio

2.07

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

43.95

High:

PLTR

567.73

Low:

GLEN.L

-27.63

Details

PEG Ratio

243.84

High:

IAG.L

1,074.28

Low:

CURY.L

1.74

Details

Price/Book

6.89

High:

GDDY

130.01

Low:

RR.L

-83.11

Details

Price/Sales

4.14

High:

PLTR

106.55

Low:

CURY.L

0.16

Details

Price/CF

7.81

High:

PLTR

161.45

Low:

CBK.DE

0.14

Details

Price/FCF

24.34

High:

PLTR

163.42

Low:

MTRO.L

0.49

Details