Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Stock Momentum Investor.

1,889 copiers.

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

Summary

-0.13%

This Month

-0.83%

Year To Date

+49.26%

2 Years

+121.45%

5 Years

+121.45%

10 Years

+24.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
15.42%
💻 Electronic Technology
14.34%
🪨 Non Energy Minerals
11.62%
🛠️ Producer Manufacturing
10.98%
🖥️ Technology Services
7.9%
💰 Finance
7.73%
🏭 Industrial Services
5.59%
🛍️ Retail Trade
5.23%
📡 Communications
4.34%
🧪 Process Industries
4.22%
⚡ Utilities
4.05%
🧬 Health Technology
2.63%
🍞 Consumer Non Durables
2.58%
🚗 Consumer Durables
1.83%
🧩 Miscellaneous
1.06%
💵 Cash
0.46%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
28.91%
🇬🇧 LSE
23.24%
🇩🇪 FRA
22.78%
🇺🇸 Nasdaq
20.23%
🇫🇷 Euronext Paris
4.37%

Countries Breakdown

Country
Total

🇺🇸 United States
41.03%
🇩🇪 Germany
22.78%
🇬🇧 United Kingdom
22.18%
🇮🇹 Italy
5.73%
🇫🇷 France
4.37%
🇨🇦 Canada
2.39%

Dividends

Dividend Yield

1.6%

31 out of 34 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $HBR.L (6.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVK.DE	0.24%	5.65%	$1.17
HBR.L	0.2%	6.59%	$0.2
TTE.PA	0.19%	4.28%	$3.06
E	0.12%	3.05%	$1.46
RIO.L	0.1%	3.9%	$3.41
CBK.DE	0.08%	3.04%	$0.35
RSW.L	0.08%	1.58%	$0.76
VOD.L	0.08%	3.67%	$0.08
KO	0.07%	2.58%	$1.89
SHEL.L	0.06%	2.6%	$0.8
HAL	0.06%	1.62%	$0.66
LMT	0.04%	2.64%	$12.45
XOM	0.04%	2.57%	$3.76
MSFT	0.04%	0.85%	$3
NDA.DE	0.03%	0.79%	$1.4
IFX.DE	0.03%	0.54%	$0.35
VST	0.03%	0.65%	$0.85
RACE	0.02%	1.3%	$2.64
V	0.02%	0.8%	$2.01
LLY	0.02%	0.65%	$4.86
AIXA.DE	0.01%	0.29%	$0.4
HLMA.L	0.01%	0.53%	$0.22
AAL.L	0.01%	0.45%	$0.77
GOOG	0.01%	0.22%	$0.2
ENR.DE	0.01%	0.42%	-
CCJ	0%	0.16%	$0.09
STX.US	0%	0.37%	$2.8
MU	0%	0.07%	$0.46
PWR	0%	0.05%	$0.35
NVDA	0%	0.02%	$0.02
ISF.L	0%	-0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
V	Pay Day	Jun 1, 2026	$0.67
LMT	Ex-Dividend	Jun 1, 2026	$3.45
VOD.L	Ex-Dividend	Jun 4, 2026	$0.03
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
XOM	Pay Day	Jun 10, 2026	$1.03
LLY	Pay Day	Jun 10, 2026	$1.73
MSFT	Pay Day	Jun 11, 2026	$0.91
GOOG	Pay Day	Jun 15, 2026	$0.22
KO	Ex-Dividend	Jun 15, 2026	$0.53
VST	Ex-Dividend	Jun 22, 2026	$0.23
STX.US	Ex-Dividend	Jun 24, 2026	$0.74
LMT	Pay Day	Jun 26, 2026	$3.45
SHEL.L	Pay Day	Jun 29, 2026	$0.39
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
VST	Pay Day	Jun 30, 2026	$0.23
KO	Pay Day	Jul 1, 2026	$0.53
TTE.PA	Pay Day	Jul 2, 2026	$1.01
STX.US	Pay Day	Jul 7, 2026	$0.74
VOD.L	Pay Day	Jul 30, 2026	$0.03

Performance Metrics

Score 8.1/10

Beta

0.76

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.92

Jensen's Alpha

12.08

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

1.7

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.92

Jensen's Alpha

12.08

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

1.7

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.78

High:

PWR

105.64

Low:

GSAT

-541.84

Details

PEG Ratio

97.93

High:

PWR

608.11

Low:

GSAT

-715.8

Details

Price/Book

7.9

High:

STX.US

163.02

Low:

VOD.L

0.54

Details

Price/Sales

6.32

High:

GSAT

37.2

Low:

NDA.DE

0.44

Details

Price/CF

15.29

High:

CCJ

53.67

Low:

CBK.DE

0.14

Details

Price/FCF

67.3

High:

XOM

456.41

Low:

CBK.DE

2.63

Details

P/E Ratio

30.78

High:

PWR

105.64

Low:

GSAT

-541.84

Details

PEG Ratio

97.93

High:

PWR

608.11

Low:

GSAT

-715.8

Details

Price/Book

7.9

High:

STX.US

163.02

Low:

VOD.L

0.54

Details

Price/Sales

6.32

High:

GSAT

37.2

Low:

NDA.DE

0.44

Details

Price/CF

15.29

High:

CCJ

53.67

Low:

CBK.DE

0.14

Details

Price/FCF

67.3

High:

XOM

456.41

Low:

CBK.DE

2.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.28%	Mar 2026	-	3
-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.

1,889 copiers.

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

Summary

-0.13%

This Month

-0.83%

Year To Date

+49.26%

2 Years

+121.45%

5 Years

+121.45%

10 Years

+24.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
15.42%
💻 Electronic Technology
14.34%
🪨 Non Energy Minerals
11.62%
🛠️ Producer Manufacturing
10.98%
🖥️ Technology Services
7.9%
💰 Finance
7.73%
🏭 Industrial Services
5.59%
🛍️ Retail Trade
5.23%
📡 Communications
4.34%
🧪 Process Industries
4.22%
⚡ Utilities
4.05%
🧬 Health Technology
2.63%
🍞 Consumer Non Durables
2.58%
🚗 Consumer Durables
1.83%
🧩 Miscellaneous
1.06%
💵 Cash
0.46%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
28.91%
🇬🇧 LSE
23.24%
🇩🇪 FRA
22.78%
🇺🇸 Nasdaq
20.23%
🇫🇷 Euronext Paris
4.37%

Countries Breakdown

Country
Total

🇺🇸 United States
41.03%
🇩🇪 Germany
22.78%
🇬🇧 United Kingdom
22.18%
🇮🇹 Italy
5.73%
🇫🇷 France
4.37%
🇨🇦 Canada
2.39%

Dividends

Dividend Yield

1.6%

31 out of 34 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $HBR.L (6.59%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVK.DE	0.24%	5.65%	$1.17
HBR.L	0.2%	6.59%	$0.2
TTE.PA	0.19%	4.28%	$3.06
E	0.12%	3.05%	$1.46
RIO.L	0.1%	3.9%	$3.41
CBK.DE	0.08%	3.04%	$0.35
RSW.L	0.08%	1.58%	$0.76
VOD.L	0.08%	3.67%	$0.08
KO	0.07%	2.58%	$1.89
SHEL.L	0.06%	2.6%	$0.8
HAL	0.06%	1.62%	$0.66
LMT	0.04%	2.64%	$12.45
XOM	0.04%	2.57%	$3.76
MSFT	0.04%	0.85%	$3
NDA.DE	0.03%	0.79%	$1.4
IFX.DE	0.03%	0.54%	$0.35
VST	0.03%	0.65%	$0.85
RACE	0.02%	1.3%	$2.64
V	0.02%	0.8%	$2.01
LLY	0.02%	0.65%	$4.86
AIXA.DE	0.01%	0.29%	$0.4
HLMA.L	0.01%	0.53%	$0.22
AAL.L	0.01%	0.45%	$0.77
GOOG	0.01%	0.22%	$0.2
ENR.DE	0.01%	0.42%	-
CCJ	0%	0.16%	$0.09
STX.US	0%	0.37%	$2.8
MU	0%	0.07%	$0.46
PWR	0%	0.05%	$0.35
NVDA	0%	0.02%	$0.02
ISF.L	0%	-0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
V	Pay Day	Jun 1, 2026	$0.67
LMT	Ex-Dividend	Jun 1, 2026	$3.45
VOD.L	Ex-Dividend	Jun 4, 2026	$0.03
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
XOM	Pay Day	Jun 10, 2026	$1.03
LLY	Pay Day	Jun 10, 2026	$1.73
MSFT	Pay Day	Jun 11, 2026	$0.91
GOOG	Pay Day	Jun 15, 2026	$0.22
KO	Ex-Dividend	Jun 15, 2026	$0.53
VST	Ex-Dividend	Jun 22, 2026	$0.23
STX.US	Ex-Dividend	Jun 24, 2026	$0.74
LMT	Pay Day	Jun 26, 2026	$3.45
SHEL.L	Pay Day	Jun 29, 2026	$0.39
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
VST	Pay Day	Jun 30, 2026	$0.23
KO	Pay Day	Jul 1, 2026	$0.53
TTE.PA	Pay Day	Jul 2, 2026	$1.01
STX.US	Pay Day	Jul 7, 2026	$0.74
VOD.L	Pay Day	Jul 30, 2026	$0.03

Performance Metrics

Score 8.1/10

Beta

0.76

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.92

Jensen's Alpha

12.08

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

1.7

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.92

Jensen's Alpha

12.08

-2

Omega Ratio

1.73

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

456.41

Low:

CBK.DE

2.63

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.28%	Mar 2026	-	3
-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