Portfolio of DrPeterWilson on eToro

DrPeterWilson

🇬🇧 Stock Investor.

3 copiers.

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

Summary

Today

+0.74%

This Month

+3.92%

Year To Date

+23.55%

2 Years

+42.44%

5 Years

+8.18%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
32.92%
💰 Finance
25.23%
🍞 Consumer Non Durables
12.28%
🧬 Health Technology
10.5%
💻 Electronic Technology
7.26%
📡 Communications
3.09%
🏥 Health Services
2.81%
⛏️ Energy Minerals
2.35%
🚗 Consumer Durables
1.86%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
34.59%
🇬🇧 LSE
17.3%
🇺🇸 Nasdaq
13.5%

Countries Breakdown

Country
Total

🇺🇸 United States
46.7%
🇬🇧 United Kingdom
17.3%
🇳🇱 Netherlands
1.39%

Dividends

Dividend Yield

2.87%

19 out of 19 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $IIPR (13.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.48%	8.36%	$0.2
O	0.31%	5.65%	$3.09
MRK	0.2%	4.05%	$3.04
VZ	0.19%	6.16%	$2.66
ABBV	0.19%	3.36%	$6.06
ULVR.L	0.18%	3.25%	$1.47
ARE	0.17%	7.46%	$5.02
PEP	0.16%	4.22%	$5.15
BYG.L	0.16%	4.79%	$0.45
QCOM	0.14%	2.31%	$3.25
SGRO.L	0.12%	4.34%	$0.28
MPW	0.11%	7.05%	$0.6
SWK	0.09%	4.96%	$3.24
PR	0.09%	3.75%	$0.21
UNH	0.08%	2.81%	$7.74
JPM	0.08%	1.99%	$4.4
PG	0.07%	2.49%	$3.83
IIPR	0.05%	13.73%	$7.34
ASML	0.01%	0.78%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share
ULVR.L	Pay Day	Jun 13, 2025	$0.52
O	Pay Day	Jun 13, 2025	$0.27
MRK	Ex-Dividend	Jun 16, 2025	$0.81
UNH	Ex-Dividend	Jun 16, 2025	$2.21
PR	Ex-Dividend	Jun 16, 2025	$0.15
SWK	Pay Day	Jun 17, 2025	$0.82
MPW	Ex-Dividend	Jun 18, 2025	$0.08
UNH	Pay Day	Jun 24, 2025	$2.21
QCOM	Pay Day	Jun 26, 2025	$0.89
PEP	Pay Day	Jun 30, 2025	$1.42
ARE	Ex-Dividend	Jun 30, 2025	$1.32
PR	Pay Day	Jun 30, 2025	$0.15
JPM	Ex-Dividend	Jul 3, 2025	$1.40
BYG.L	Ex-Dividend	Jul 3, 2025	$0.32
MRK	Pay Day	Jul 8, 2025	$0.81
VZ	Ex-Dividend	Jul 10, 2025	$0.68
ARE	Pay Day	Jul 15, 2025	$1.32
MPW	Pay Day	Jul 17, 2025	$0.08
BYG.L	Pay Day	Jul 25, 2025	$0.32
JPM	Pay Day	Jul 31, 2025	$1.40
VZ	Pay Day	Aug 1, 2025	$0.68

Performance Metrics

Score 4.7/10

Beta

0.67

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

0.01

-2

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.71

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.64

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.68

Jensen's Alpha

0.01

-2

4.5

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

0.71

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.64

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.02

High:

ARE

92.6

Low:

MPW

-1.65

Details

PEG Ratio

432.87

High:

1,959.74

Low:

MRK

1.76

Details

Price/Book

3.86

High:

ABBV

236.12

Low:

MPW

0.57

Details

Price/Sales

2.37

High:

SGRO.L

13.59

Low:

LGEN.L

0.42

Details

Price/CF

15.73

High:

SGRO.L

28.78

Low:

2.84

Details

Price/FCF

43.19

High:

PEP

5,253.35

Low:

LGEN.L

14.18

Details