Portfolio of Moneywithliam on eToro

Moneywithliam

🇬🇧 Multi-Strategy Stock Investor.

8 copiers.

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

Summary

+2.5%

Today

+2.5%

This Month

-22.27%

Year To Date

+64.25%

2 Years

+112.66%

5 Years

+32.7%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
31.26%
🚗 Consumer Durables
27.08%
🖥️ Technology Services
17.13%
🪙 Cryptocurrencies
10.56%
🛍️ Retail Trade
3.48%
🧬 Health Technology
3.32%
💰 Finance
3.2%
🍞 Consumer Non Durables
3.08%
💇‍♀️ Consumer Services
0.8%
💵 Cash
0.09%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
57.41%
🇬🇧 LSE
23.78%
🌍 Digital Currency
10.56%
🇺🇸 NYSE
8.16%

Countries Breakdown

Country
Total

🇺🇸 United States
65.56%
🇬🇧 United Kingdom
23.78%

Dividends

Dividend Yield

0.56%

12 out of 23 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $ULVR.L (3.15%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RR.L	0.17%	0.78%	-
IBM	0.09%	2.79%	$6.65
INTC	0.07%	2.5%	$0.5
ULVR.L	0.06%	3.15%	$1.47
JPM	0.06%	2.05%	$4.4
META	0.03%	0.35%	$1
NKE	0.03%	2.71%	$1.45
GOOGL	0.02%	0.5%	$0.2
MCD	0.02%	2.19%	$6.53
BAC	0.01%	2.59%	$0.96
AAPL	0%	0.47%	$0.97
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
IBM	Ex-Dividend	May 9, 2025	$1.68
AAPL	Ex-Dividend	May 12, 2025	$0.26
AAPL	Pay Day	May 15, 2025	$0.26
ULVR.L	Ex-Dividend	May 15, 2025	$0.52
NKE	Ex-Dividend	Jun 2, 2025	$0.40
BAC	Ex-Dividend	Jun 6, 2025	$0.26
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
IBM	Pay Day	Jun 10, 2025	$1.68
ULVR.L	Pay Day	Jun 13, 2025	$0.52
GOOGL	Pay Day	Jun 16, 2025	$0.21
BAC	Pay Day	Jun 27, 2025	$0.26
NKE	Pay Day	Jul 1, 2025	$0.40

Performance Metrics

Score 8/10

Beta

1.08

0.8

1.2

Sharpe Ratio

0.88

0.5

1.5

Sortino Ratio

1.58

Jensen's Alpha

19.02

-2

Omega Ratio

2.18

1.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

1.04

0.3

0.6

Calmar Ratio

0.98

0.3

0.6

Beta

1.08

0.8

1.2

Sharpe Ratio

0.88

0.5

1.5

Sortino Ratio

1.58

Jensen's Alpha

19.02

-2

Omega Ratio

2.18

1.5

Treynor Ratio

1.72

0.75

1.25

Information Ratio

1.04

0.3

0.6

Calmar Ratio

0.98

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.6

High:

TSLA

154.27

Low:

INTC

-4.47

Details

PEG Ratio

390.43

High:

DXCM

1,162.58

Low:

SMCI

16.27

Details

Price/Book

8.49

High:

AAPL

48.06

Low:

RR.L

-71.53

Details

Price/Sales

6.64

High:

NVDA

21.13

Low:

SMCI

Details

Price/CF

23.82

High:

AMD

67.27

Low:

BAC

8.4

Details

Price/FCF

44.98

High:

TSLA

134.59

Low:

JPM

10.54

Details