Portfolio of BillGates13F on eToro

BillGates13F

🇬🇧 Stock Smart Portfolio.

231 copiers.

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

Summary

+3.28%

This Month

+10.35%

Year To Date

+25.8%

2 Years

+49.19%

5 Years

+49.19%

10 Years

+13.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.99%
🚚 Transportation
21.06%
🛠️ Producer Manufacturing
20.98%
🏭 Industrial Services
19.39%
🧪 Process Industries
4.54%
🛍️ Retail Trade
4.3%
🍞 Consumer Non Durables
2.94%
💇‍♀️ Consumer Services
0.93%
💵 Cash
0.88%
🧬 Health Technology
0.72%
🖥️ Technology Services
0.47%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
95.39%
🇺🇸 Nasdaq
3.93%

Countries Breakdown

Country
Total

🇺🇸 United States
76.76%
🇨🇦 Canada
19.9%
🇲🇽 Mexico
2.25%
🇧🇪 Belgium
0.41%

Dividends

Dividend Yield

1.13%

17 out of 21 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $KHC (6.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNI	0.4%	2.1%	$2.42
WM	0.29%	1.59%	$2.9
CAT	0.12%	0.84%	$5.31
KOF	0.07%	3.29%	-
DE	0.07%	1.03%	$5.76
ECL	0.05%	1.02%	$2.24
FDX	0.04%	1.81%	$5.16
HD	0.03%	2.96%	$8.52
WMT	0.03%	0.84%	$0.81
KHC	0.01%	6.83%	$1.6
WCN	0.01%	0.81%	$1.12
MCD	0.01%	3.05%	$6.53
HRL	0.01%	5.76%	$1.12
BUD	0%	1.22%	$0.65
PCAR	0%	1.26%	$1.11
DHR	0%	0.66%	$1.05
WST	0%	0.23%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share
KOF	Pay Day	Oct 23, 2026	$1.09
WST	Ex-Dividend	Oct 29, 2026	$0.22
DHR	Pay Day	Oct 30, 2026	$0.40
WCN	Ex-Dividend	Nov 6, 2026	$0.35
BUD	Ex-Dividend	Nov 8, 2026	$0.88
DE	Pay Day	Nov 9, 2026	$1.62
PCAR	Ex-Dividend	Nov 12, 2026	$0.35
HRL	Pay Day	Nov 16, 2026	$0.29
WMT	Ex-Dividend	Nov 21, 2026	$0.25
MCD	Ex-Dividend	Dec 1, 2026	$1.86
HD	Ex-Dividend	Dec 3, 2026	$2.33
KHC	Ex-Dividend	Dec 4, 2026	$0.40
CNI	Ex-Dividend	Dec 8, 2026	$0.67
WM	Ex-Dividend	Dec 11, 2026	$0.94
FDX	Ex-Dividend	Dec 14, 2026	$1.45
ECL	Ex-Dividend	Dec 15, 2026	$0.73
DE	Ex-Dividend	Dec 30, 2026	$1.62
DHR	Ex-Dividend	Dec 30, 2026	$0.40
HRL	Ex-Dividend	Jan 13, 2027	$0.29
CAT	Ex-Dividend	Jan 20, 2027	$1.51
KOF	Ex-Dividend	Apr 9, 2027	$1.09

Performance Metrics

Score 4.9/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

-1.05

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

-0.6

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

-1.05

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

-0.6

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

15.91

High:

MSGS

1,287.62

Low:

SDGR

-44.25

Details

PEG Ratio

2.86

High:

MSGS

9.59

Low:

BRK.B

0.35

Details

Price/Book

2.02

High:

CAT

20.1

Low:

MCD

-161.19

Details

Price/Sales

2.79

High:

SDGR

9.54

Low:

CPNG

0.72

Details

Price/CF

22.78

High:

MSGS

165.12

Low:

KHC

6.08

Details

Price/FCF

51.65

High:

CPNG

372.53

Low:

KHC

14.64

Details

P/E Ratio

15.91

High:

MSGS

1,287.62

Low:

SDGR

-44.25

Details

PEG Ratio

2.86

High:

MSGS

9.59

Low:

BRK.B

0.35

Details

Price/Book

2.02

High:

CAT

20.1

Low:

MCD

-161.19

Details

Price/Sales

2.79

High:

SDGR

9.54

Low:

CPNG

0.72

Details

Price/CF

22.78

High:

MSGS

165.12

Low:

KHC

6.08

Details

Price/FCF

51.65

High:

CPNG

372.53

Low:

KHC

14.64

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-6.39%	Mar 2026	Jun 2026	3
-6.13%	Dec 2024	May 2025	5
-5.97%	Jul 2026	-	4
-5.95%	Apr 2024	Aug 2024	4
-5.94%	Aug 2023	Nov 2023	3
-2.91%	Oct 2024	Nov 2024	1
-0.84%	Oct 2025	Nov 2025	1
-0.55%	Aug 2025	Sep 2025	1
-0.51%	Dec 2025	Feb 2026	2

Monthly Performance

Portfolio of BillGates13F on eToro

BillGates13F

🇬🇧 Stock Smart Portfolio.

231 copiers.

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

Summary

+3.28%

This Month

+10.35%

Year To Date

+25.8%

2 Years

+49.19%

5 Years

+49.19%

10 Years

+13.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.99%
🚚 Transportation
21.06%
🛠️ Producer Manufacturing
20.98%
🏭 Industrial Services
19.39%
🧪 Process Industries
4.54%
🛍️ Retail Trade
4.3%
🍞 Consumer Non Durables
2.94%
💇‍♀️ Consumer Services
0.93%
💵 Cash
0.88%
🧬 Health Technology
0.72%
🖥️ Technology Services
0.47%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
95.39%
🇺🇸 Nasdaq
3.93%

Countries Breakdown

Country
Total

🇺🇸 United States
76.76%
🇨🇦 Canada
19.9%
🇲🇽 Mexico
2.25%
🇧🇪 Belgium
0.41%

Dividends

Dividend Yield

1.13%

17 out of 21 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $KHC (6.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNI	0.4%	2.1%	$2.42
WM	0.29%	1.59%	$2.9
CAT	0.12%	0.84%	$5.31
KOF	0.07%	3.29%	-
DE	0.07%	1.03%	$5.76
ECL	0.05%	1.02%	$2.24
FDX	0.04%	1.81%	$5.16
HD	0.03%	2.96%	$8.52
WMT	0.03%	0.84%	$0.81
KHC	0.01%	6.83%	$1.6
WCN	0.01%	0.81%	$1.12
MCD	0.01%	3.05%	$6.53
HRL	0.01%	5.76%	$1.12
BUD	0%	1.22%	$0.65
PCAR	0%	1.26%	$1.11
DHR	0%	0.66%	$1.05
WST	0%	0.23%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share
KOF	Pay Day	Oct 23, 2026	$1.09
WST	Ex-Dividend	Oct 29, 2026	$0.22
DHR	Pay Day	Oct 30, 2026	$0.40
WCN	Ex-Dividend	Nov 6, 2026	$0.35
BUD	Ex-Dividend	Nov 8, 2026	$0.88
DE	Pay Day	Nov 9, 2026	$1.62
PCAR	Ex-Dividend	Nov 12, 2026	$0.35
HRL	Pay Day	Nov 16, 2026	$0.29
WMT	Ex-Dividend	Nov 21, 2026	$0.25
MCD	Ex-Dividend	Dec 1, 2026	$1.86
HD	Ex-Dividend	Dec 3, 2026	$2.33
KHC	Ex-Dividend	Dec 4, 2026	$0.40
CNI	Ex-Dividend	Dec 8, 2026	$0.67
WM	Ex-Dividend	Dec 11, 2026	$0.94
FDX	Ex-Dividend	Dec 14, 2026	$1.45
ECL	Ex-Dividend	Dec 15, 2026	$0.73
DE	Ex-Dividend	Dec 30, 2026	$1.62
DHR	Ex-Dividend	Dec 30, 2026	$0.40
HRL	Ex-Dividend	Jan 13, 2027	$0.29
CAT	Ex-Dividend	Jan 20, 2027	$1.51
KOF	Ex-Dividend	Apr 9, 2027	$1.09

Performance Metrics

Score 4.9/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

-1.05

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

-0.6

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.12

Jensen's Alpha

-1.05

-2

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

-0.6

-1

0.3

0.6

Calmar Ratio

Low:

KHC

14.64

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-6.39%	Mar 2026	Jun 2026	3
-6.13%	Dec 2024	May 2025	5
-5.97%	Jul 2026	-	4
-5.95%	Apr 2024	Aug 2024	4
-5.94%	Aug 2023	Nov 2023	3
-2.91%	Oct 2024	Nov 2024	1
-0.84%	Oct 2025	Nov 2025	1
-0.55%	Aug 2025	Sep 2025	1
-0.51%	Dec 2025	Feb 2026	2