Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Stock Momentum Investor.

625 copiers.

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

Summary

-0.16%

Today

+0.24%

This Month

+24.18%

Year To Date

+78.46%

2 Years

+104.58%

5 Years

+28.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.08%
💰 Finance
16.94%
🖥️ Technology Services
13.47%
🍞 Consumer Non Durables
10.35%
🏭 Industrial Services
9.49%
💵 Cash
6.76%
🪨 Non Energy Minerals
5.87%
🛠️ Producer Manufacturing
3.77%
🛍️ Retail Trade
2.02%
🚚 Transportation
1.7%
💼 Commercial Services
1.65%
📡 Communications
1.61%
⚡ Utilities
1.17%
💇‍♀️ Consumer Services
0.82%
📦 Distribution Services
0.79%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
38.53%
🇩🇪 FRA
22.28%
🇺🇸 Nasdaq
16.76%
🇺🇸 NYSE
14.49%
🇫🇷 Euronext Paris
1.67%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
34.58%
🇺🇸 United States
29.35%
🇩🇪 Germany
24.17%
🇮🇪 Ireland
1.91%
🇲🇽 Mexico
1.67%
🇳🇱 Netherlands
1.67%
🇮🇱 Israel
0.37%

Dividends

Dividend Yield

1.47%

40 out of 46 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (6.51%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAKK.L	0.15%	3.69%	$0.07
GBF.DE	0.13%	2.59%	$1.8
BATS.L	0.11%	6.51%	$2.36
BBY.L	0.11%	2.43%	$0.12
PM	0.08%	3%	$5.2
BGEO.L	0.08%	3.45%	$0.99
HEI.DE	0.07%	1.61%	$3
BT.L	0.07%	4.17%	$0.08
CBK.DE	0.06%	2.24%	$0.35
RR.L	0.05%	0.62%	-
DB	0.05%	2.45%	$0.49
PRU.L	0.04%	1.89%	$0.28
STAN.L	0.04%	2.23%	$0.22
NWG.L	0.03%	4.32%	$0.17
IAG.L	0.03%	1.94%	-
SIE.DE	0.03%	2.29%	$4.7
SCHW	0.03%	1.12%	$1
FRES.L	0.03%	1.68%	$0.05
BA.L	0.03%	1.76%	$0.3
MSFT	0.02%	0.66%	$3
RHM.DE	0.02%	0.44%	$5.7
PLUS.L	0.02%	5.32%	$1.33
CSCO	0.02%	2.36%	$1.58
IBM	0.02%	2.33%	$6.65
AIR.PA	0.02%	1.09%	$1.8
G24.DE	0.02%	1.1%	$1.2
AVGO	0.02%	0.84%	$19.7
GNC.L	0.02%	0.86%	-
MTX.DE	0.02%	0.58%	$2
NXT.L	0.01%	1.91%	$2.07
NRG	0.01%	1.12%	$1.57
CAH	0.01%	1.25%	$2.01
BAB.L	0.01%	0.61%	$0.02
III	0.01%	0.95%	$0.4
ORCL	0.01%	0.76%	$1.6
RCL	0.01%	0.72%	-
VRSN	0.01%	0.27%	-
HWM	0%	0.2%	$0.19
META	0%	0.28%	$1
GEV	0%	0.14%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PM	Pay Day	Jul 15, 2025	$1.35
CAH	Pay Day	Jul 15, 2025	$0.51
BGEO.L	Pay Day	Jul 18, 2025	$2.05
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

High:

PLTR

625.02

Low:

MSTR

-19.05

Details

PEG Ratio

552.71

High:

VRSN

6,571.43

Low:

III

1.75

Details

Price/Book

9.2

High:

PLTR

62.27

Low:

RR.L

-91.8

Details

Price/Sales

6.78

High:

MSTR

231.98

Low:

CAH

0.18

Details

Price/CF

11.94

High:

MSTR

7,511.07

Low:

CBK.DE

0.14

Details

Price/FCF

34.24

High:

MSTR

1,187.5

Low:

MTRO.L

0.49

Details

Worst Drawdowns

Depth	Start	End	Total months
-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

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.08%
💰 Finance
16.94%
🖥️ Technology Services
13.47%
🍞 Consumer Non Durables
10.35%
🏭 Industrial Services
9.49%
💵 Cash
6.76%
🪨 Non Energy Minerals
5.87%
🛠️ Producer Manufacturing
3.77%
🛍️ Retail Trade
2.02%
🚚 Transportation
1.7%
💼 Commercial Services
1.65%
📡 Communications
1.61%
⚡ Utilities
1.17%
💇‍♀️ Consumer Services
0.82%
📦 Distribution Services
0.79%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
38.53%
🇩🇪 FRA
22.28%
🇺🇸 Nasdaq
16.76%
🇺🇸 NYSE
14.49%
🇫🇷 Euronext Paris
1.67%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
34.58%
🇺🇸 United States
29.35%
🇩🇪 Germany
24.17%
🇮🇪 Ireland
1.91%
🇲🇽 Mexico
1.67%
🇳🇱 Netherlands
1.67%
🇮🇱 Israel
0.37%

Dividends

Dividend Yield

1.47%

40 out of 46 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $BATS.L (6.51%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAKK.L	0.15%	3.69%	$0.07
GBF.DE	0.13%	2.59%	$1.8
BATS.L	0.11%	6.51%	$2.36
BBY.L	0.11%	2.43%	$0.12
PM	0.08%	3%	$5.2
BGEO.L	0.08%	3.45%	$0.99
HEI.DE	0.07%	1.61%	$3
BT.L	0.07%	4.17%	$0.08
CBK.DE	0.06%	2.24%	$0.35
RR.L	0.05%	0.62%	-
DB	0.05%	2.45%	$0.49
PRU.L	0.04%	1.89%	$0.28
STAN.L	0.04%	2.23%	$0.22
NWG.L	0.03%	4.32%	$0.17
IAG.L	0.03%	1.94%	-
SIE.DE	0.03%	2.29%	$4.7
SCHW	0.03%	1.12%	$1
FRES.L	0.03%	1.68%	$0.05
BA.L	0.03%	1.76%	$0.3
MSFT	0.02%	0.66%	$3
RHM.DE	0.02%	0.44%	$5.7
PLUS.L	0.02%	5.32%	$1.33
CSCO	0.02%	2.36%	$1.58
IBM	0.02%	2.33%	$6.65
AIR.PA	0.02%	1.09%	$1.8
G24.DE	0.02%	1.1%	$1.2
AVGO	0.02%	0.84%	$19.7
GNC.L	0.02%	0.86%	-
MTX.DE	0.02%	0.58%	$2
NXT.L	0.01%	1.91%	$2.07
NRG	0.01%	1.12%	$1.57
CAH	0.01%	1.25%	$2.01
BAB.L	0.01%	0.61%	$0.02
III	0.01%	0.95%	$0.4
ORCL	0.01%	0.76%	$1.6
RCL	0.01%	0.72%	-
VRSN	0.01%	0.27%	-
HWM	0%	0.2%	$0.19
META	0%	0.28%	$1
GEV	0%	0.14%	-

Next Dividends

Stock	Type	Date	Pay Per Share
PM	Pay Day	Jul 15, 2025	$1.35
CAH	Pay Day	Jul 15, 2025	$0.51
BGEO.L	Pay Day	Jul 18, 2025	$2.05
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

High:

PLTR

625.02

Low:

MSTR

-19.05

Details

PEG Ratio

552.71

High:

VRSN

6,571.43

Low:

III

1.75

Details

Price/Book

9.2

High:

PLTR

62.27

Low:

RR.L

-91.8

Details

Price/Sales

6.78

High:

MSTR

231.98

Low:

CAH

0.18

Details

Price/CF

11.94

High:

MSTR

7,511.07

Low:

CBK.DE

0.14

Details

Price/FCF

34.24

High:

MSTR

1,187.5

Low:

MTRO.L

0.49

Details

Depth

Start

End

Total months

-12.38%

Aug 2023

Nov 2023

-6.85%

Jul 2022

Nov 2022

-4.28%

Feb 2023

Jun 2023

-2.36%

Apr 2024

May 2024

-2.26%

Dec 2022

Jan 2023

-1.89%

Mar 2025

Apr 2025

-1.43%

Dec 2024

Jan 2025

-0.92%

Oct 2024

Nov 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics