Portfolio of BillGates13F on eToro

BillGates13F

🇬🇧 Stock Smart Portfolio.

288 copiers.

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

Summary

+0.04%

Today

-0.14%

This Month

+9.4%

Year To Date

+28.59%

2 Years

+28.59%

5 Years

+15.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.28%
💰 Finance
21.25%
🏭 Industrial Services
17.97%
🚚 Transportation
13.67%
🛠️ Producer Manufacturing
9.46%
🧪 Process Industries
3.9%
🛍️ Retail Trade
3.51%
💇‍♀️ Consumer Services
0.48%
🍞 Consumer Non Durables
0.27%
💵 Cash
0.25%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.52%
🇺🇸 Nasdaq
29.28%

Countries Breakdown

Country
Total

🇺🇸 United States
85.76%
🇨🇦 Canada
13.77%
🇧🇪 Belgium
0.27%

Dividends

Dividend Yield

0.97%

12 out of 16 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $CCI (5.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNI	0.29%	2.27%	$2.42
WM	0.22%	1.33%	$2.9
MSFT	0.2%	0.69%	$3
CAT	0.09%	1.61%	$5.31
DE	0.05%	1.24%	$5.76
ECL	0.04%	0.95%	$2.24
FDX	0.03%	2.54%	$5.16
WMT	0.03%	0.96%	$0.81
CCI	0.02%	5.76%	$6.26
WCN	0.01%	0.62%	$1.12
MCD	0.01%	2.27%	$6.53
BUD	0%	1.19%	$0.65

Next Dividends

Stock	Type	Date	Pay Per Share
CNI	Ex-Dividend	Jun 9, 2025	$0.64
MSFT	Pay Day	Jun 12, 2025	$0.83
CCI	Ex-Dividend	Jun 13, 2025	$1.06
MCD	Pay Day	Jun 16, 2025	$1.77
ECL	Ex-Dividend	Jun 17, 2025	$0.65
WM	Pay Day	Jun 20, 2025	$0.82
DE	Ex-Dividend	Jun 30, 2025	$1.62
CCI	Pay Day	Jun 30, 2025	$1.06
CNI	Pay Day	Jun 30, 2025	$0.64
ECL	Pay Day	Jul 15, 2025	$0.65
DE	Pay Day	Aug 8, 2025	$1.62
WMT	Ex-Dividend	Aug 15, 2025	$0.24
WMT	Pay Day	Sep 2, 2025	$0.24

Performance Metrics

Score 4.3/10

Beta

0.78

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-1.79

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

2.2

0.3

0.6

Beta

0.78

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-1.79

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

2.2

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.34

High:

MSGS

959.35

Low:

CCI

-11.33

Details

PEG Ratio

265.52

High:

430.17

Low:

ECL

100.02

Details

Price/Book

5.39

High:

CPNG

11.72

Low:

MCD

-64.5

Details

Price/Sales

6.88

High:

MSFT

12.82

Low:

FDX

0.6

Details

Price/CF

22.77

High:

SDGR

55.53

Low:

BUD

7.96

Details

Price/FCF

65.65

High:

CCI

406.34

Low:

BUD

15.99

Details

P/E Ratio

27.34

High:

MSGS

959.35

Low:

CCI

-11.33

Details

Worst Drawdowns

Depth	Start	End	Total months
-6.13%	Dec 2024	May 2025	5
-5.95%	Apr 2024	Aug 2024	4
-5.94%	Aug 2023	Nov 2023	3
-2.91%	Oct 2024	Nov 2024	1
-0.18%	Jun 2025	-	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.28%
💰 Finance
21.25%
🏭 Industrial Services
17.97%
🚚 Transportation
13.67%
🛠️ Producer Manufacturing
9.46%
🧪 Process Industries
3.9%
🛍️ Retail Trade
3.51%
💇‍♀️ Consumer Services
0.48%
🍞 Consumer Non Durables
0.27%
💵 Cash
0.25%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.52%
🇺🇸 Nasdaq
29.28%

Countries Breakdown

Country
Total

🇺🇸 United States
85.76%
🇨🇦 Canada
13.77%
🇧🇪 Belgium
0.27%

Dividends

Dividend Yield

0.97%

12 out of 16 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $CCI (5.76%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNI	0.29%	2.27%	$2.42
WM	0.22%	1.33%	$2.9
MSFT	0.2%	0.69%	$3
CAT	0.09%	1.61%	$5.31
DE	0.05%	1.24%	$5.76
ECL	0.04%	0.95%	$2.24
FDX	0.03%	2.54%	$5.16
WMT	0.03%	0.96%	$0.81
CCI	0.02%	5.76%	$6.26
WCN	0.01%	0.62%	$1.12
MCD	0.01%	2.27%	$6.53
BUD	0%	1.19%	$0.65

Next Dividends

Stock	Type	Date	Pay Per Share
CNI	Ex-Dividend	Jun 9, 2025	$0.64
MSFT	Pay Day	Jun 12, 2025	$0.83
CCI	Ex-Dividend	Jun 13, 2025	$1.06
MCD	Pay Day	Jun 16, 2025	$1.77
ECL	Ex-Dividend	Jun 17, 2025	$0.65
WM	Pay Day	Jun 20, 2025	$0.82
DE	Ex-Dividend	Jun 30, 2025	$1.62
CCI	Pay Day	Jun 30, 2025	$1.06
CNI	Pay Day	Jun 30, 2025	$0.64
ECL	Pay Day	Jul 15, 2025	$0.65
DE	Pay Day	Aug 8, 2025	$1.62
WMT	Ex-Dividend	Aug 15, 2025	$0.24
WMT	Pay Day	Sep 2, 2025	$0.24

Performance Metrics

Score 4.3/10

Beta

0.78

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-1.79

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

2.2

0.3

0.6

Beta

0.78

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-1.79

-2

4.5

Omega Ratio

0.67

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

2.2

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.34

High:

MSGS

959.35

Low:

CCI

-11.33

Details

265.52

High:

430.17

Low:

ECL

100.02

Details

Price/Book

5.39

High:

CPNG

11.72

Low:

MCD

-64.5

Details

Price/Sales

6.88

High:

MSFT

12.82

Low:

FDX

0.6

Details

Price/CF

22.77

High:

SDGR

55.53

Low:

BUD

7.96

Details

Price/FCF

65.65

High:

CCI

406.34

Low:

BUD

15.99

Details

Depth

Start

End

Total months

-6.13%

Dec 2024

May 2025

-5.95%

Apr 2024

Aug 2024

-5.94%

Aug 2023

Nov 2023

-2.91%

Oct 2024

Nov 2024

-0.18%

Jun 2025

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics