Portfolio of BillGates13F on eToro

BillGates13F

🇬🇧 Stock Smart Portfolio.

263 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

+13.19%

Year To Date

+39.97%

2 Years

+33.03%

5 Years

+33.03%

10 Years

+14.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.38%
💰 Finance
24.86%
🏭 Industrial Services
15.19%
🚚 Transportation
12%
🛠️ Producer Manufacturing
11.69%
🧪 Process Industries
3.01%
🛍️ Retail Trade
2.62%
💵 Cash
1.44%
💇‍♀️ Consumer Services
0.5%
🧬 Health Technology
0.41%
🍞 Consumer Non Durables
0.23%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.3%
🇺🇸 Nasdaq
28.59%

Countries Breakdown

Country
Total

🇺🇸 United States
87.14%
🇨🇦 Canada
11.52%
🇧🇪 Belgium
0.23%

Dividends

Dividend Yield

0.94%

15 out of 19 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $CCI (5.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNI	0.29%	2.7%	$2.42
WM	0.22%	1.5%	$2.9
MSFT	0.18%	0.66%	$3
CAT	0.09%	1.1%	$5.31
DE	0.05%	1.4%	$5.76
FDX	0.03%	2.36%	$5.16
ECL	0.03%	0.93%	$2.24
WMT	0.02%	0.88%	$0.81
CCI	0.02%	5.32%	$6.26
WCN	0.01%	0.74%	$1.12
MCD	0.01%	2.31%	$6.53
BUD	0%	1.36%	$0.65
PCAR	0%	1.35%	$1.11
DHR	0%	0.59%	$1.05
WST	0%	0.31%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share
DHR	Pay Day	Oct 31, 2025	$0.32
DE	Pay Day	Nov 10, 2025	$1.62
PCAR	Ex-Dividend	Nov 12, 2025	$0.33
WST	Ex-Dividend	Nov 12, 2025	$0.22
WST	Pay Day	Nov 19, 2025	$0.22
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
CAT	Pay Day	Nov 20, 2025	$1.51
PCAR	Pay Day	Dec 3, 2025	$0.33
MSFT	Pay Day	Dec 11, 2025	$0.91
WMT	Ex-Dividend	Dec 12, 2025	$0.24
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 4.2/10

Beta

0.75

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

-4.28

-5

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

-1.06

-2

0.3

0.6

Calmar Ratio

2.11

0.3

0.6

Beta

0.75

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

-4.28

-5

4.5

Omega Ratio

0.48

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

-1.06

-2

0.3

0.6

Calmar Ratio

2.11

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.44

High:

CPNG

159.57

Low:

MSGS

-238.41

Details

PEG Ratio

296.71

High:

MCD

1,261.85

Low:

SDGR

-80.82

Details

Price/Book

5.23

High:

CAT

13.34

Low:

MCD

-79.57

Details

Price/Sales

7.13

High:

MSFT

13.69

Low:

FDX

0.64

Details

Price/CF

27.96

High:

MSGS

54.98

Low:

FDX

7.27

Details

Price/FCF

83.04

High:

CCI

406.34

Low:

BUD

17.52

Details