Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Stock Momentum Investor.

621 copiers.

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

Summary

-0.09%

Today

+0.44%

This Month

+24.43%

Year To Date

+78.82%

2 Years

+104.99%

5 Years

+28.83%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
27.5%
💰 Finance
16.55%
🖥️ Technology Services
12.1%
🍞 Consumer Non Durables
11.69%
🏭 Industrial Services
9.97%
🛠️ Producer Manufacturing
7.91%
🪨 Non Energy Minerals
4.83%
🚚 Transportation
2.14%
⚡ Utilities
1.74%
💇‍♀️ Consumer Services
1.62%
📡 Communications
1.37%
🛍️ Retail Trade
1.07%
💵 Cash
0.9%
📦 Distribution Services
0.66%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
39.51%
🇩🇪 FRA
24.41%
🇺🇸 NYSE
19.43%
🇺🇸 Nasdaq
14.36%
🇫🇷 Euronext Paris
1.43%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
35.67%
🇺🇸 United States
31.71%
🇩🇪 Germany
26.5%
🇮🇪 Ireland
2.31%
🇳🇱 Netherlands
1.43%
🇮🇱 Israel
0.83%
🇲🇽 Mexico
0.69%

Dividends

Dividend Yield

1.53%

39 out of 44 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (6.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAKK.L	0.17%	3.63%	$0.07
GBF.DE	0.15%	2.53%	$1.8
BBY.L	0.1%	2.33%	$0.12
PM	0.09%	3.01%	$5.2
HEI.DE	0.07%	1.67%	$3
BATS.L	0.07%	6.32%	$2.36
BGEO.L	0.06%	3.35%	$0.99
BT.L	0.06%	4.12%	$0.08
BA.L	0.05%	1.71%	$0.3
DB	0.05%	2.45%	$0.49
PRU.L	0.05%	1.9%	$0.28
STAN.L	0.05%	2.14%	$0.22
PLUS.L	0.04%	5.19%	$1.33
S92.DE	0.04%	2.71%	$0.5
CBK.DE	0.04%	2.31%	$0.35
IAG.L	0.04%	1.88%	-
RR.L	0.04%	0.6%	-
CSCO	0.03%	2.38%	$1.58
SIE.DE	0.03%	2.33%	$4.7
NWG.L	0.03%	4.35%	$0.17
SCHW	0.03%	1.1%	$1
RHM.DE	0.03%	0.44%	$5.7
MSFT	0.02%	0.65%	$3
MTX.DE	0.02%	0.57%	$2
GNC.L	0.02%	0.84%	-
NRG	0.02%	1.12%	$1.57
AVGO	0.02%	0.81%	$19.7
BAB.L	0.02%	0.62%	$0.02
IBM	0.02%	2.35%	$6.65
AIR.PA	0.02%	1.07%	$1.8
NXT.L	0.01%	1.91%	$2.07
FRES.L	0.01%	1.71%	$0.05
ORCL	0.01%	0.73%	$1.6
RCL	0.01%	0.7%	-
CAH	0.01%	1.27%	$2.01
III	0.01%	0.93%	$0.4
HWM	0.01%	0.19%	$0.19
META	0%	0.29%	$1
GEV	0%	0.13%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GEV	Ex-Dividend	Jul 21, 2025	$0.25
CSCO	Pay Day	Jul 23, 2025	$0.41
ORCL	Pay Day	Jul 24, 2025	$0.50
III	Pay Day	Jul 25, 2025	$0.56
NXT.L	Pay Day	Aug 1, 2025	$2.04
GEV	Pay Day	Aug 18, 2025	$0.25
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
BAB.L	Ex-Dividend	Aug 21, 2025	$0.06
MSFT	Pay Day	Sep 11, 2025	$0.83
BAB.L	Pay Day	Sep 30, 2025	$0.06
BATS.L	Ex-Dividend	Oct 2, 2025	$0.76
BATS.L	Pay Day	Nov 7, 2025	$0.76

Performance Metrics

Score 8.4/10

Beta

0.74

0.8

1.2

Sharpe Ratio

1.19

0.5

Sortino Ratio

2.95

Jensen's Alpha

13.59

-2

Omega Ratio

1.93

1.5

2.5

Treynor Ratio

2.29

0.75

1.25

Information Ratio

0.79

0.3

0.6

Calmar Ratio

2.1

0.3

0.6

Beta

0.74

0.8

1.2

Sharpe Ratio

1.19

0.5

Sortino Ratio

2.95

Jensen's Alpha

13.59

-2

Omega Ratio

1.93

1.5

2.5

Treynor Ratio

2.29

0.75

1.25

Information Ratio

0.79

0.3

0.6

Calmar Ratio

2.1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

40.31

High:

PLTR

672.45

Low:

MSTR

-20.69

Details

PEG Ratio

333.31

High:

IAG.L

1,230.98

Low:

III

1.75

Details

Price/Book

9.65

High:

PLTR

66.99

Low:

RR.L

-94.19

Details

Price/Sales

7.16

High:

MSTR

252.04

Low:

CAH

0.17

Details

Price/CF

13.42

High:

MSTR

7,511.07

Low:

CBK.DE

0.14

Details

Price/FCF

34.79

High:

MSTR

1,187.5

Low:

MTRO.L

0.49

Details