Portfolio of Will1701 on eToro

Will1701

🇬🇧 Stock Value Investor.

10 copiers.

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

Summary

+1.37%

This Month

+16.04%

Year To Date

+44.01%

2 Years

+45.54%

5 Years

+45.54%

10 Years

+12.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
43.68%
🧬 Health Technology
14.84%
💵 Cash
11.44%
🍞 Consumer Non Durables
9.26%
🧩 Miscellaneous
9.06%
💻 Electronic Technology
6.43%
📊 ETFs
4.52%
💇‍♀️ Consumer Services
2.5%
⛏️ Energy Minerals
0.85%
📦 Distribution Services
0.47%
🏥 Health Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
64.1%
🇬🇧 LSE
21.88%
🇫🇷 Euronext Paris
5.48%
🇺🇸 Nasdaq
0.18%

Countries Breakdown

Country
Total

🇺🇸 United States
56.98%
🇬🇧 United Kingdom
21.41%
🇫🇷 France
5.48%
🇮🇪 Ireland
2.78%
🇨🇭 Switzerland
0.47%

Dividends

Dividend Yield

1.73%

21 out of 26 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $BNP.PA (7.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.41%	5.42%	$0.33
CS.PA	0.23%	5.67%	$1.98
KO	0.16%	2.91%	$1.89
JPM	0.13%	1.76%	$4.4
GSK.L	0.13%	3.62%	$0.59
BA.L	0.11%	1.87%	$0.3
BNP.PA	0.11%	7.44%	$4.6
LLY	0.07%	0.62%	$4.86
NXT.L	0.07%	1.69%	$2.07
MCD	0.06%	2.41%	$6.53
TPL	0.06%	0.64%	$4.5
AXP	0.05%	0.86%	$2.6
V	0.03%	0.73%	$2.01
SHEL.L	0.02%	3.76%	$0.8
GS	0.02%	1.76%	$11
AON	0.02%	0.84%	$2.52
MA	0.02%	0.56%	$2.46
NOC	0.01%	1.55%	$7.67
GLEN.L	0.01%	2.05%	$0.1
COP	0.01%	3.6%	$3.25
PFG	0.01%	3.69%	$2.72

Next Dividends

Stock	Type	Date	Pay Per Share
AON	Pay Day	Nov 14, 2025	$0.74
GS	Ex-Dividend	Dec 2, 2025	$4.00
NXT.L	Ex-Dividend	Dec 4, 2025	$1.19
GS	Pay Day	Dec 30, 2025	$4.00
NXT.L	Pay Day	Jan 5, 2026	$1.19

Performance Metrics

Score 6.3/10

Beta

0.31

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

0.97

Jensen's Alpha

3.28

-2

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

0.9

0.3

0.6

Beta

0.31

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

0.97

Jensen's Alpha

3.28

-2

4.5

Omega Ratio

0.84

1.5

2.5

Treynor Ratio

1.7

0.75

1.25

Information Ratio

-0.25

-1

0.3

0.6

Calmar Ratio

0.9

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.87

High:

TPL

47.42

Low:

GLEN.L

-27.65

Details

PEG Ratio

423.49

High:

NXT.L

2,347.37

Low:

PFG

1.34

Details

Price/Book

3.97

High:

62.85

Low:

MCD

-98.65

Details

Price/Sales

4.12

High:

TPL

29.25

Low:

GLEN.L

0.24

Details

Price/CF

21.9

High:

LLY

42.7

Low:

AV.L

3.91

Details

Price/FCF

38.14

High:

272.99

Low:

4.8

Details