Portfolio of richy_rich on eToro

richy_rich

🇬🇧 ETF and Stock Multi-Strategy Investor.

1 copier.

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

Summary

-3.85%

This Month

-2.68%

Year To Date

-70.34%

2 Years

-88.58%

5 Years

-88.58%

10 Years

-45.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
58.34%
🧩 Miscellaneous
12.62%
⛏️ Energy Minerals
11.15%
📈 Indexes
6.68%
🖥️ Technology Services
5.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 Chicago Board Options Exchange
58.34%
🇬🇧 LSE
12.62%
🇺🇸 NYSE
11.15%
🌍 CFD
6.68%
🇺🇸 Nasdaq
5.15%

Countries Breakdown

Country
Total

🇺🇸 United States
11.15%
🇳🇱 Netherlands
5.15%

Dividends

Dividend Yield

0.15%

2 out of 6 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MPC (1.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WTI	0.11%	1.27%	$0.03
MPC	0.04%	1.6%	$3.23

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

-0.8

-1

0.8

1.2

-1

Sharpe Ratio

-1.58

-2

0.5

1.5

Sortino Ratio

-1.58

-2

Jensen's Alpha

-38.25

-39

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

6.03

0.75

1.25

Information Ratio

-1.66

-2

0.3

0.6

Calmar Ratio

-0.51

-1

0.3

0.6

Beta

-0.8

-1

0.8

1.2

-1

Sharpe Ratio

-1.58

-2

0.5

1.5

Sortino Ratio

-1.58

-2

Jensen's Alpha

-38.25

-39

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

6.03

0.75

1.25

Information Ratio

-1.66

-2

0.3

0.6

Calmar Ratio

-0.51

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.43

High:

NBIS

213.5

Low:

WTI

-3.11

Details

PEG Ratio

55.72

High:

NBIS

57.1

Low:

MPC

53.14

Details

Price/Book

4.9

High:

NBIS

5.97

Low:

WTI

-2.35

Details

Price/Sales

0.93

High:

NBIS

44.71

Low:

MPC

0.55

Details

Price/CF

9.67

High:

NBIS

172.05

Low:

WTI

3.1

Details

Price/FCF

21.97

High:

NBIS

242.15

Low:

WTI

10.69

Details

P/E Ratio

33.43

High:

NBIS

213.5

Low:

WTI

-3.11

Details

PEG Ratio

55.72

High:

NBIS

57.1

Low:

MPC

53.14

Details

Price/Book

4.9

High:

NBIS

5.97

Low:

WTI

-2.35

Details

Price/Sales

0.93

High:

NBIS

44.71

Low:

MPC

0.55

Details

Price/CF

9.67

High:

NBIS

172.05

Low:

WTI

3.1

Details

Price/FCF

21.97

High:

NBIS

242.15

Low:

WTI

10.69

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-89.82%	May 2023	-	36
-7.87%	Oct 2022	Feb 2023	4

Monthly Performance

Portfolio of richy_rich on eToro

richy_rich

🇬🇧 ETF and Stock Multi-Strategy Investor.

1 copier.

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

Summary

-3.85%

This Month

-2.68%

Year To Date

-70.34%

2 Years

-88.58%

5 Years

-88.58%

10 Years

-45.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
58.34%
🧩 Miscellaneous
12.62%
⛏️ Energy Minerals
11.15%
📈 Indexes
6.68%
🖥️ Technology Services
5.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 Chicago Board Options Exchange
58.34%
🇬🇧 LSE
12.62%
🇺🇸 NYSE
11.15%
🌍 CFD
6.68%
🇺🇸 Nasdaq
5.15%

Countries Breakdown

Country
Total

🇺🇸 United States
11.15%
🇳🇱 Netherlands
5.15%

Dividends

Dividend Yield

0.15%

2 out of 6 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MPC (1.6%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WTI	0.11%	1.27%	$0.03
MPC	0.04%	1.6%	$3.23

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.4/10

Beta

-0.8

-1

0.8

1.2

-1

Sharpe Ratio

-1.58

-2

0.5

1.5

Sortino Ratio

-1.58

-2

Jensen's Alpha

-38.25

-39

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

6.03

0.75

1.25

Information Ratio

-1.66

-2

0.3

0.6

Calmar Ratio

-0.51

-1

0.3

0.6

Beta

-0.8

-1

0.8

1.2

-1

Sharpe Ratio

-1.58

-2

0.5

1.5

Sortino Ratio

-1.58

-2

Jensen's Alpha

-38.25

-39

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

6.03

0.75

1.25

Information Ratio

-1.66

-2

0.3

0.6

Calmar Ratio

NBIS

242.15

Low:

WTI

10.69

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-89.82%	May 2023	-	36
-7.87%	Oct 2022	Feb 2023	4