Portfolio of BillGates13F on eToro

BillGates13F

🇬🇧 Stock Smart Portfolio.

254 copiers.

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

Summary

-0.24%

This Month

-0.24%

Year To Date

+22.66%

2 Years

+34.87%

5 Years

+34.87%

10 Years

+13.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.72%
🏭 Industrial Services
18.3%
🛠️ Producer Manufacturing
16.05%
🚚 Transportation
15.66%
🖥️ Technology Services
11.65%
🧪 Process Industries
3.9%
🛍️ Retail Trade
3.2%
💵 Cash
1.41%
💇‍♀️ Consumer Services
0.74%
🍞 Consumer Non Durables
0.32%
🧬 Health Technology
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.17%
🇺🇸 Nasdaq
14.66%

Countries Breakdown

Country
Total

🇺🇸 United States
83.86%
🇨🇦 Canada
14.66%
🇧🇪 Belgium
0.32%

Dividends

Dividend Yield

0.99%

13 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CNI (2.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNI	0.36%	2.63%	$2.42
WM	0.26%	1.5%	$2.9
CAT	0.1%	0.94%	$5.31
MSFT	0.09%	0.77%	$3
DE	0.06%	1.28%	$5.76
ECL	0.04%	0.98%	$2.24
FDX	0.04%	1.92%	$5.16
WMT	0.02%	0.8%	$0.81
WCN	0.01%	0.79%	$1.12
MCD	0.01%	2.38%	$6.53
PCAR	0%	1.12%	$1.11
BUD	0%	0.79%	$0.65
WST	0%	0.35%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.2/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-1.03

-2

0.3

0.6

Calmar Ratio

2.02

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-1.03

-2

0.3

0.6

Calmar Ratio

2.02

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.76

High:

CPNG

96.92

Low:

MSGS

-290.87

Details

PEG Ratio

197.64

High:

MCD

898.84

Low:

SDGR

-367.92

Details

Price/Book

3.08

High:

CAT

14.25

Low:

MCD

-99.7

Details

Price/Sales

4.4

High:

MSFT

11.55

Low:

FDX

0.79

Details

Price/CF

25.17

High:

MSGS

166.84

Low:

FDX

7.94

Details

Price/FCF

64.2

High:

MSGS

191.11

Low:

BUD

17.52

Details

P/E Ratio

22.76

High:

CPNG

96.92

Low:

MSGS

-290.87

Details

PEG Ratio

197.64

High:

MCD

898.84

Low:

SDGR

-367.92

Details

Price/Book

3.08

High:

CAT

14.25

Low:

MCD

-99.7

Details

Price/Sales

4.4

High:

MSFT

11.55

Low:

FDX

0.79

Details

Price/CF

25.17

High:

MSGS

166.84

Low:

FDX

7.94

Details

Price/FCF

64.2

High:

MSGS

191.11

Low:

BUD

17.52

Details

Drawdowns

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
-0.84%	Oct 2025	Nov 2025	1
-0.55%	Aug 2025	Sep 2025	1
-0.5%	Dec 2025	-	2

Monthly Performance

Portfolio of BillGates13F on eToro

BillGates13F

🇬🇧 Stock Smart Portfolio.

254 copiers.

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

Summary

-0.24%

This Month

-0.24%

Year To Date

+22.66%

2 Years

+34.87%

5 Years

+34.87%

10 Years

+13.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.72%
🏭 Industrial Services
18.3%
🛠️ Producer Manufacturing
16.05%
🚚 Transportation
15.66%
🖥️ Technology Services
11.65%
🧪 Process Industries
3.9%
🛍️ Retail Trade
3.2%
💵 Cash
1.41%
💇‍♀️ Consumer Services
0.74%
🍞 Consumer Non Durables
0.32%
🧬 Health Technology
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
84.17%
🇺🇸 Nasdaq
14.66%

Countries Breakdown

Country
Total

🇺🇸 United States
83.86%
🇨🇦 Canada
14.66%
🇧🇪 Belgium
0.32%

Dividends

Dividend Yield

0.99%

13 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CNI (2.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNI	0.36%	2.63%	$2.42
WM	0.26%	1.5%	$2.9
CAT	0.1%	0.94%	$5.31
MSFT	0.09%	0.77%	$3
DE	0.06%	1.28%	$5.76
ECL	0.04%	0.98%	$2.24
FDX	0.04%	1.92%	$5.16
WMT	0.02%	0.8%	$0.81
WCN	0.01%	0.79%	$1.12
MCD	0.01%	2.38%	$6.53
PCAR	0%	1.12%	$1.11
BUD	0%	0.79%	$0.65
WST	0%	0.35%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.2/10

Beta

0.73

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-1.03

-2

0.3

0.6

Calmar Ratio

2.02

0.3

0.6

Beta

0.73

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.5

1.5

2.5

Treynor Ratio

0.89

0.75

1.25

Information Ratio

-1.03

-2

0.3

0.6

Calmar Ratio

191.11

Low:

BUD

17.52

Details

Drawdowns

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
-0.84%	Oct 2025	Nov 2025	1
-0.55%	Aug 2025	Sep 2025	1
-0.5%	Dec 2025	-	2