Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Stock Momentum Investor.

1,797 copiers.

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

Summary

-0.06%

This Month

-3.64%

Year To Date

+51.57%

2 Years

+115.17%

5 Years

+115.17%

10 Years

+23.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
22.09%
🧪 Process Industries
18.49%
⚡ Utilities
13.37%
💻 Electronic Technology
8.75%
🏭 Industrial Services
8.18%
💵 Cash
7.14%
💰 Finance
5.64%
🖥️ Technology Services
4.68%
📦 Distribution Services
3.53%
🧬 Health Technology
2.63%
🪨 Non Energy Minerals
1.74%
🛍️ Retail Trade
1.33%
📈 Indexes
1.21%
🧩 Miscellaneous
1.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.37%
🇬🇧 LSE
23.13%
🇩🇪 FRA
14.97%
🇺🇸 Nasdaq
8.55%
🇫🇷 Euronext Paris
3.57%
🌍 CFD
1.21%

Countries Breakdown

Country
Total

🇺🇸 United States
42.04%
🇬🇧 United Kingdom
23.7%
🇩🇪 Germany
14.97%
🇨🇭 Switzerland
6.18%
🇫🇷 France
3.57%

Dividends

Dividend Yield

1.96%

26 out of 27 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $EVK.DE (6.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LYB	0.32%	6.03%	$5.09
EVK.DE	0.22%	6.07%	$1.17
TTE.PA	0.15%	4.28%	$3.06
DOW	0.15%	4.23%	$2.8
RWE.DE	0.14%	2.03%	$1
HSBA.L	0.13%	4.43%	$0.49
XOM	0.11%	2.52%	$3.76
DVN	0.1%	1.95%	$2.05
CNA.L	0.09%	2.53%	$0.04
SHEL.L	0.09%	1.53%	$0.8
WCH.DE	0.08%	3.08%	$3
NEE	0.07%	2.49%	$1.97
GLEN.L	0.06%	1.8%	$0.1
BA.L	0.06%	1.58%	$0.3
OXY	0.05%	1.56%	$0.8
CB	0.03%	1.19%	$3.49
RR.L	0.02%	0.8%	-
VG	0.02%	0.47%	-
NDA.DE	0.02%	1.05%	$1.4
LLY	0.02%	0.67%	$4.86
GOOG	0.01%	0.29%	$0.2
ROST	0.01%	0.76%	$1.41
CE	0.01%	0.19%	$2.8
TER	0%	0.16%	$0.46
PWR	0%	0.08%	$0.35
ISF.L	0%	-0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CB	Pay Day	Apr 6, 2026	$0.97
CNA.L	Ex-Dividend	Apr 9, 2026	$0.05
PWR	Pay Day	Apr 10, 2026	$0.11
OXY	Pay Day	Apr 15, 2026	$0.26
BA.L	Ex-Dividend	Apr 23, 2026	$0.31
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
HSBA.L	Pay Day	Apr 30, 2026	$0.45
GLEN.L	Ex-Dividend	May 6, 2026	$0.09
CNA.L	Pay Day	May 14, 2026	$0.05
GLEN.L	Pay Day	Jun 3, 2026	$0.09
RR.L	Pay Day	Jun 3, 2026	$0.07
BA.L	Pay Day	Jun 4, 2026	$0.31
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
TTE.PA	Pay Day	Jul 2, 2026	$1.01

Performance Metrics

Score 8.6/10

Beta

0.71

0.8

1.2

Sharpe Ratio

1.34

0.5

Sortino Ratio

3.42

Jensen's Alpha

14.39

-2

Omega Ratio

1.91

1.5

2.5

Treynor Ratio

2.51

0.75

1.25

Information Ratio

0.81

0.3

0.6

Calmar Ratio

2.22

0.3

0.6

Beta

0.71

0.8

1.2

Sharpe Ratio

1.34

0.5

Sortino Ratio

3.42

Jensen's Alpha

14.39

-2

Omega Ratio

1.91

1.5

2.5

Treynor Ratio

2.51

0.75

1.25

Information Ratio

0.81

0.3

0.6

Calmar Ratio

2.22

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.63

High:

GLEN.L

245.04

Low:

CNA.L

-193.36

Details

PEG Ratio

336.53

High:

TER

2,819.22

Low:

-25.34

Details

Price/Book

4.56

High:

RR.L

36.81

Low:

EVK.DE

0.95

Details

Price/Sales

3.46

High:

TER

15.3

Low:

NDA.DE

0.34

Details

Price/CF

13.42

High:

LLY

60.39

Low:

2.55

Details

Price/FCF

36.75

High:

NEE

2,356.18

Low:

HSBA.L

Details

P/E Ratio

25.63

High:

GLEN.L

245.04

Low:

CNA.L

-193.36

Details

PEG Ratio

336.53

High:

TER

2,819.22

Low:

-25.34

Details

Price/Book

4.56

High:

RR.L

36.81

Low:

EVK.DE

0.95

Details

Price/Sales

3.46

High:

TER

15.3

Low:

NDA.DE

0.34

Details

Price/CF

13.42

High:

LLY

60.39

Low:

2.55

Details

Price/FCF

36.75

High:

NEE

2,356.18

Low:

HSBA.L

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.33%	Mar 2026	-	2
-12.38%	Aug 2023	Nov 2023	3
-6.85%	Jul 2022	Nov 2022	4
-4.28%	Feb 2023	Jun 2023	4
-2.36%	Apr 2024	May 2024	1
-2.26%	Dec 2022	Jan 2023	1
-1.89%	Mar 2025	Apr 2025	1
-1.43%	Dec 2024	Jan 2025	1
-0.92%	Oct 2024	Nov 2024	1
-0.79%	Oct 2025	Nov 2025	1

Monthly Performance

Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Stock Momentum Investor.

1,797 copiers.

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

Summary

-0.06%

This Month

-3.64%

Year To Date

+51.57%

2 Years

+115.17%

5 Years

+115.17%

10 Years

+23.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
22.09%
🧪 Process Industries
18.49%
⚡ Utilities
13.37%
💻 Electronic Technology
8.75%
🏭 Industrial Services
8.18%
💵 Cash
7.14%
💰 Finance
5.64%
🖥️ Technology Services
4.68%
📦 Distribution Services
3.53%
🧬 Health Technology
2.63%
🪨 Non Energy Minerals
1.74%
🛍️ Retail Trade
1.33%
📈 Indexes
1.21%
🧩 Miscellaneous
1.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.37%
🇬🇧 LSE
23.13%
🇩🇪 FRA
14.97%
🇺🇸 Nasdaq
8.55%
🇫🇷 Euronext Paris
3.57%
🌍 CFD
1.21%

Countries Breakdown

Country
Total

🇺🇸 United States
42.04%
🇬🇧 United Kingdom
23.7%
🇩🇪 Germany
14.97%
🇨🇭 Switzerland
6.18%
🇫🇷 France
3.57%

Dividends

Dividend Yield

1.96%

26 out of 27 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $EVK.DE (6.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LYB	0.32%	6.03%	$5.09
EVK.DE	0.22%	6.07%	$1.17
TTE.PA	0.15%	4.28%	$3.06
DOW	0.15%	4.23%	$2.8
RWE.DE	0.14%	2.03%	$1
HSBA.L	0.13%	4.43%	$0.49
XOM	0.11%	2.52%	$3.76
DVN	0.1%	1.95%	$2.05
CNA.L	0.09%	2.53%	$0.04
SHEL.L	0.09%	1.53%	$0.8
WCH.DE	0.08%	3.08%	$3
NEE	0.07%	2.49%	$1.97
GLEN.L	0.06%	1.8%	$0.1
BA.L	0.06%	1.58%	$0.3
OXY	0.05%	1.56%	$0.8
CB	0.03%	1.19%	$3.49
RR.L	0.02%	0.8%	-
VG	0.02%	0.47%	-
NDA.DE	0.02%	1.05%	$1.4
LLY	0.02%	0.67%	$4.86
GOOG	0.01%	0.29%	$0.2
ROST	0.01%	0.76%	$1.41
CE	0.01%	0.19%	$2.8
TER	0%	0.16%	$0.46
PWR	0%	0.08%	$0.35
ISF.L	0%	-0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CB	Pay Day	Apr 6, 2026	$0.97
CNA.L	Ex-Dividend	Apr 9, 2026	$0.05
PWR	Pay Day	Apr 10, 2026	$0.11
OXY	Pay Day	Apr 15, 2026	$0.26
BA.L	Ex-Dividend	Apr 23, 2026	$0.31
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
HSBA.L	Pay Day	Apr 30, 2026	$0.45
GLEN.L	Ex-Dividend	May 6, 2026	$0.09
CNA.L	Pay Day	May 14, 2026	$0.05
GLEN.L	Pay Day	Jun 3, 2026	$0.09
RR.L	Pay Day	Jun 3, 2026	$0.07
BA.L	Pay Day	Jun 4, 2026	$0.31
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
TTE.PA	Pay Day	Jul 2, 2026	$1.01

Performance Metrics

Score 8.6/10

Beta

0.71

0.8

1.2

Sharpe Ratio

1.34

0.5

Sortino Ratio

3.42

Jensen's Alpha

14.39

-2

Omega Ratio

1.91

1.5

2.5

Treynor Ratio

2.51

0.75

1.25

Information Ratio

0.81

0.3

0.6

Calmar Ratio

2.22

0.3

0.6

Beta

0.71

0.8

1.2

Sharpe Ratio

1.34

0.5

Sortino Ratio

3.42

Jensen's Alpha

14.39

-2

Omega Ratio

1.91

1.5

2.5

Treynor Ratio

2.51

0.75

1.25

Information Ratio

0.81

0.3

0.6

Calmar Ratio

2.22

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.63

High:

GLEN.L

245.04

Low:

CNA.L

-193.36

Details

PEG Ratio

336.53

High:

TER

2,819.22

Low:

-25.34

Details

Price/Book

4.56

High:

RR.L

36.81

Low:

EVK.DE

0.95

Details

Price/Sales

3.46

High:

TER

15.3

Low:

NDA.DE

0.34

Details

Price/CF

13.42

High:

LLY

60.39

Low:

2.55

Details

Price/FCF

36.75

High:

NEE

2,356.18

Low:

HSBA.L

Details

P/E Ratio

25.63

High:

GLEN.L

245.04

Low:

CNA.L

-193.36

Details

PEG Ratio

336.53

High:

TER

2,819.22

Low:

-25.34

Details

Price/Book

4.56

High:

RR.L

36.81

Low:

EVK.DE

0.95

Details

Price/Sales

3.46

High:

TER

15.3

Low:

NDA.DE

0.34

Details

Price/CF

13.42

High:

LLY

60.39

Low:

2.55

Details

Price/FCF

36.75

High:

NEE

2,356.18

Low:

HSBA.L

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.33%	Mar 2026	-	2
-12.38%	Aug 2023	Nov 2023	3
-6.85%	Jul 2022	Nov 2022	4
-4.28%	Feb 2023	Jun 2023	4
-2.36%	Apr 2024	May 2024	1
-2.26%	Dec 2022	Jan 2023	1
-1.89%	Mar 2025	Apr 2025	1
-1.43%	Dec 2024	Jan 2025	1
-0.92%	Oct 2024	Nov 2024	1
-0.79%	Oct 2025	Nov 2025	1