Portfolio of Will1701 on eToro

Will1701

🇬🇧 Value Stock Investor.

11 copiers.

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

Summary

Today

+1.17%

This Month

+12.27%

Year To Date

+52.38%

2 Years

+40.82%

5 Years

+13.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
44.14%
🧬 Health Technology
12.56%
🧩 Miscellaneous
10.66%
💵 Cash
10.58%
💻 Electronic Technology
7.08%
🍞 Consumer Non Durables
5.68%
📊 ETFs
4.34%
🛍️ Retail Trade
3.66%
💇‍♀️ Consumer Services
2.68%
⛏️ Energy Minerals
0.79%
📦 Distribution Services
0.38%
🏥 Health Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.71%
🇬🇧 LSE
21.6%
🇫🇷 Euronext Paris
6.51%
🇺🇸 Nasdaq
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
56.43%
🇬🇧 United Kingdom
21.22%
🇫🇷 France
6.51%
🇮🇪 Ireland
3.12%
🇨🇭 Switzerland
0.38%

Dividends

Dividend Yield

1.84%

24 out of 26 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $BNP.PA (6.13%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.42%	5.73%	$0.33
CS.PA	0.24%	5.02%	$1.98
KO	0.16%	2.79%	$1.89
GSK.L	0.13%	4.11%	$0.59
JPM	0.13%	1.99%	$4.4
BA.L	0.11%	1.71%	$0.3
BNP.PA	0.11%	6.13%	$4.6
LLY	0.07%	0.73%	$4.86
NXT.L	0.07%	1.81%	$2.07
MCD	0.06%	2.27%	$6.53
TPL	0.06%	0.54%	$4.5
HDV	0.05%	3.5%	-
AXP	0.04%	0.97%	$2.6
V	0.03%	0.62%	$2.01
SHEL.L	0.03%	4.32%	$0.8
AON	0.02%	0.75%	$2.52
XLV	0.02%	1.76%	-
IVV	0.02%	1.31%	-
GS	0.02%	1.95%	$11
MA	0.02%	0.48%	$2.46
NOC	0.01%	1.73%	$7.67
GLEN.L	0.01%	2.6%	$0.1
COP	0.01%	3.58%	$3.25
PFG	0.01%	3.85%	$2.72

Next Dividends

Stock	Type	Date	Pay Per Share
LLY	Pay Day	Jun 10, 2025	$1.50
KO	Ex-Dividend	Jun 13, 2025	$0.51
MCD	Pay Day	Jun 16, 2025	$1.77
TPL	Pay Day	Jun 16, 2025	$1.60
NOC	Pay Day	Jun 18, 2025	$2.31
SHEL.L	Pay Day	Jun 23, 2025	$0.36
GS	Pay Day	Jun 27, 2025	$3.00
PFG	Pay Day	Jun 27, 2025	$0.76
KO	Pay Day	Jul 1, 2025	$0.51
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NXT.L	Ex-Dividend	Jul 3, 2025	$2.04
GSK.L	Pay Day	Jul 10, 2025	$0.21
JPM	Pay Day	Jul 31, 2025	$1.40
NXT.L	Pay Day	Aug 1, 2025	$2.04
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
GLEN.L	Pay Day	Sep 19, 2025	$0.05

Performance Metrics

Score 6.4/10

Beta

0.33

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

4.61

-2

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

0.93

0.3

0.6

Beta

0.33

0.8

1.2

Sharpe Ratio

0.62

0.5

1.5

Sortino Ratio

0.98

Jensen's Alpha

4.61

-2

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

0.93

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

21.47

High:

LLY

63.78

Low:

GLEN.L

-27.6

Details

PEG Ratio

1,148.69

High:

10,192.65

Low:

20.76

Details

Price/Book

3.82

High:

80.5

Low:

MCD

-63.63

Details

Price/Sales

3.87

High:

TPL

35.2

Low:

GLEN.L

0.19

Details

Price/CF

26.23

High:

282.33

Low:

AV.L

1.83

Details

Price/FCF

47.13

High:

LLY

631.92

Low:

AV.L

2.08

Details