Portfolio of RickFortune on eToro

RickFortune

🇬🇧 Stock and Commodity Momentum Investor.

1,535 copiers.

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

Summary

+0.52%

This Month

-9.26%

Year To Date

+28.78%

2 Years

+102.63%

5 Years

+102.63%

10 Years

+19.76%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.56%
💵 Cash
17.73%
🌾 Commodities
11.74%
💰 Finance
11.45%
🧩 Miscellaneous
9.53%
🪨 Non Energy Minerals
7.66%
⛏️ Energy Minerals
5.8%
💻 Electronic Technology
4.15%
🍞 Consumer Non Durables
3.88%
🧬 Health Technology
2.78%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
39.17%
🌍 Commodity
11.74%
🇺🇸 NYSE
10.42%
🇺🇸 Nasdaq
7.67%
🇩🇪 FRA
5.94%
🇨🇭 SIX
3.81%
🇳🇱 Euronext Amsterdam
3.79%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
29.64%
🇺🇸 United States
18.09%
🇩🇪 Germany
5.94%
🇨🇭 Switzerland
3.81%
🇱🇺 Luxembourg
3.79%

Dividends

Dividend Yield

0.83%

12 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHEL.L (3.27%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.19%	3.27%	$0.8
SCT.L	0.09%	1.47%	$0.26
CCC.L	0.08%	1.44%	$0.68
SAP.DE	0.08%	1.34%	$2.2
UBSG.ZU	0.08%	1.98%	$0.64
BAC	0.07%	1.79%	$0.96
JPM	0.06%	1.68%	$4.4
NXT.L	0.06%	1.57%	$2.07
ANTO.L	0.05%	1.19%	$0.29
MT.NV	0.03%	0.83%	-
RR.L	0.03%	0.62%	-
LLY	0.01%	0.54%	$4.86

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.8/10

Beta

0.71

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.42

Jensen's Alpha

5.3

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

0.71

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.42

Jensen's Alpha

5.3

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

20.73

High:

PLTR

142.85

Low:

SHEL.L

12.57

Details

PEG Ratio

106.78

High:

JPM

653.32

Low:

MT.NV

10.91

Details

Price/Book

3.22

High:

RR.L

44.55

Low:

MT.NV

0.95

Details

Price/Sales

3.06

High:

PLTR

62.4

Low:

CCC.L

0.51

Details

Price/CF

10.51

High:

PLTR

138.09

Low:

JPM

5.39

Details

Price/FCF

14.86

High:

MT.NV

693.98

Low:

JPM

6.1

Details

P/E Ratio

20.73

High:

PLTR

142.85

Low:

SHEL.L

12.57

Details

PEG Ratio

106.78

High:

JPM

653.32

Low:

MT.NV

10.91

Details

Price/Book

3.22

High:

RR.L

44.55

Low:

MT.NV

0.95

Details

Price/Sales

3.06

High:

PLTR

62.4

Low:

CCC.L

0.51

Details

Price/CF

10.51

High:

PLTR

138.09

Low:

JPM

5.39

Details

Price/FCF

14.86

High:

MT.NV

693.98

Low:

JPM

6.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.81%	Mar 2026	-	6
-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 and Commodity Momentum Investor.

1,535 copiers.

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

Summary

+0.52%

This Month

-9.26%

Year To Date

+28.78%

2 Years

+102.63%

5 Years

+102.63%

10 Years

+19.76%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.56%
💵 Cash
17.73%
🌾 Commodities
11.74%
💰 Finance
11.45%
🧩 Miscellaneous
9.53%
🪨 Non Energy Minerals
7.66%
⛏️ Energy Minerals
5.8%
💻 Electronic Technology
4.15%
🍞 Consumer Non Durables
3.88%
🧬 Health Technology
2.78%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
39.17%
🌍 Commodity
11.74%
🇺🇸 NYSE
10.42%
🇺🇸 Nasdaq
7.67%
🇩🇪 FRA
5.94%
🇨🇭 SIX
3.81%
🇳🇱 Euronext Amsterdam
3.79%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
29.64%
🇺🇸 United States
18.09%
🇩🇪 Germany
5.94%
🇨🇭 Switzerland
3.81%
🇱🇺 Luxembourg
3.79%

Dividends

Dividend Yield

0.83%

12 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHEL.L (3.27%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.19%	3.27%	$0.8
SCT.L	0.09%	1.47%	$0.26
CCC.L	0.08%	1.44%	$0.68
SAP.DE	0.08%	1.34%	$2.2
UBSG.ZU	0.08%	1.98%	$0.64
BAC	0.07%	1.79%	$0.96
JPM	0.06%	1.68%	$4.4
NXT.L	0.06%	1.57%	$2.07
ANTO.L	0.05%	1.19%	$0.29
MT.NV	0.03%	0.83%	-
RR.L	0.03%	0.62%	-
LLY	0.01%	0.54%	$4.86

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.8/10

Beta

0.71

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.42

Jensen's Alpha

5.3

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

0.71

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.42

Jensen's Alpha

5.3

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

693.98

Low:

JPM

6.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-18.81%	Mar 2026	-	6
-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