Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Stock Momentum Investor.

534 copiers.

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

Summary

-0.18%

This Month

+28.89%

Year To Date

+75.48%

2 Years

+112.34%

5 Years

+112.34%

10 Years

+26.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.72%
⚡ Utilities
16.71%
💰 Finance
15.84%
🍞 Consumer Non Durables
9.55%
🏭 Industrial Services
6.35%
🖥️ Technology Services
5.96%
🪨 Non Energy Minerals
5.89%
🧩 Miscellaneous
5.61%
🧬 Health Technology
3.95%
🛠️ Producer Manufacturing
3.12%
🏥 Health Services
1.29%
📡 Communications
0.99%
💵 Cash
0.02%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
32.03%
🇺🇸 NYSE
23.37%
🇺🇸 Nasdaq
20.75%
🇩🇪 FRA
20.69%
🇫🇷 Euronext Paris
3.13%

Countries Breakdown

Country
Total

🇺🇸 United States
40.46%
🇬🇧 United Kingdom
31.61%
🇩🇪 Germany
24.36%
🇳🇱 Netherlands
3.13%
🇲🇽 Mexico
0.42%

Dividends

Dividend Yield

1.98%

52 out of 53 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $SVT.L (4.33%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAKK.L	0.11%	3.67%	$0.07
SVT.L	0.1%	4.33%	$1.17
UU.L	0.1%	4.28%	$0.5
JNJ	0.1%	2.76%	$4.81
SGRO.L	0.09%	4.15%	$0.28
NEE	0.09%	2.7%	$1.97
DB	0.08%	2.19%	$0.49
EXC	0.08%	3.46%	$1.48
AEP	0.07%	3.08%	$3.47
HOT.DE	0.06%	1.92%	$4.4
SSE.L	0.06%	3.44%	$0.6
GS	0.06%	1.77%	$11
CBK.DE	0.05%	2.05%	$0.35
KO	0.05%	2.92%	$1.89
III	0.05%	1.74%	$0.4
HNR1.DE	0.05%	3.65%	$7.2
ULVR.L	0.04%	3.36%	$1.47
BBY.L	0.04%	1.95%	$0.12
BA.L	0.04%	1.89%	$0.3
NDA.DE	0.04%	1.35%	$1.4
NXT.L	0.04%	1.72%	$2.07
BARC.L	0.04%	2.11%	$0.08
DOCS.L	0.04%	3.04%	$0.03
GLW	0.03%	1.31%	$1.12
MSFT	0.03%	0.68%	$3
MUV2.DE	0.03%	3.75%	$15
EOAN.DE	0.03%	3.42%	$0.53
AIR.PA	0.03%	0.96%	$1.8
SIE.DE	0.03%	2.17%	$4.7
FRE.DE	0.03%	2.1%	-
MGNS	0.03%	3.22%	$1.14
RR.L	0.02%	0.93%	-
STX.US	0.02%	1.03%	$2.8
EDV.L	0.02%	3.01%	$0.64
HEI.DE	0.02%	1.69%	$3
AVGO	0.02%	0.66%	$19.7
DWS.DE	0.02%	4.17%	$2.1
AAF.L	0.02%	1.73%	$0.05
AXP	0.02%	0.86%	$2.6
AMGN	0.01%	2.97%	$8.76
NRG	0.01%	1.02%	$1.57
SAP.DE	0.01%	1.08%	$2.2
RWE.DE	0.01%	2.56%	$1
STAN.L	0.01%	1.93%	$0.22
RHM.DE	0.01%	0.46%	$5.7
FRES.L	0.01%	1.61%	$0.05
LRCX	0.01%	0.6%	$8
HWM	0%	0.21%	$0.19
MU	0%	0.19%	$0.46
WDC	0%	0.28%	-
AAPL	0%	0.38%	$0.97
HOC.L	0%	0.66%	-

Next Dividends

Stock	Type	Date	Pay Per Share
GLW	Ex-Dividend	Nov 14, 2025	$0.28
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
HWM	Pay Day	Nov 25, 2025	$0.12
GS	Ex-Dividend	Dec 2, 2025	$4.00
NXT.L	Ex-Dividend	Dec 4, 2025	$1.19
BBY.L	Pay Day	Dec 5, 2025	$0.06
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
GLW	Pay Day	Dec 12, 2025	$0.28
GS	Pay Day	Dec 30, 2025	$4.00
NXT.L	Pay Day	Jan 5, 2026	$1.19

Performance Metrics

Score 8/10

Beta

0.72

0.8

1.2

Sharpe Ratio

1.17

0.5

Sortino Ratio

2.92

Jensen's Alpha

10.9

-2

Omega Ratio

1.56

1.5

2.5

Treynor Ratio

2.22

0.75

1.25

Information Ratio

0.55

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

1.17

0.5

Sortino Ratio

2.92

Jensen's Alpha

10.9

-2

Omega Ratio

1.56

1.5

2.5

Treynor Ratio

2.22

0.75

1.25

Information Ratio

0.55

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.17

High:

DOCS.L

178.4

Low:

NDA.DE

7.82

Details

PEG Ratio

133.15

High:

NXT.L

2,316.9

Low:

SGRO.L

0.62

Details

Price/Book

7.85

High:

AAPL

53.79

Low:

STX.US

-946.82

Details

Price/Sales

High:

AVGO

28.34

Low:

NDA.DE

0.27

Details

Price/CF

13.42

High:

RHM.DE

91.83

Low:

CBK.DE

0.14

Details

Price/FCF

34.89

High:

RHM.DE

5,198.92

Low:

STAN.L

1.01

Details