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

+0.68%

This Month

+14.06%

Year To Date

+47.66%

2 Years

+43.06%

5 Years

+43.06%

10 Years

+12.32%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
44.69%
🧬 Health Technology
13.3%
💵 Cash
11.37%
🍞 Consumer Non Durables
9.18%
🧩 Miscellaneous
8.75%
💻 Electronic Technology
6.88%
📊 ETFs
4.67%
💇‍♀️ Consumer Services
2.65%
⛏️ Energy Minerals
0.86%
📦 Distribution Services
0.45%
🏥 Health Services
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.39%
🇬🇧 LSE
22.04%
🇫🇷 Euronext Paris
5.86%
🇺🇸 Nasdaq
0.17%

Countries Breakdown

Country
Total

🇺🇸 United States
56.11%
🇬🇧 United Kingdom
21.59%
🇫🇷 France
5.86%
🇮🇪 Ireland
2.78%
🇨🇭 Switzerland
0.45%

Dividends

Dividend Yield

1.77%

21 out of 26 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $BNP.PA (7.47%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.42%	5.49%	$0.33
CS.PA	0.24%	5.42%	$1.98
KO	0.16%	2.91%	$1.89
JPM	0.13%	1.82%	$4.4
GSK.L	0.13%	3.84%	$0.59
BA.L	0.11%	1.81%	$0.3
BNP.PA	0.11%	7.47%	$4.6
LLY	0.07%	0.71%	$4.86
NXT.L	0.07%	1.83%	$2.07
MCD	0.06%	2.33%	$6.53
TPL	0.06%	0.7%	$4.5
AXP	0.05%	0.87%	$2.6
V	0.03%	0.68%	$2.01
SHEL.L	0.03%	3.81%	$0.8
GS	0.03%	1.77%	$11
AON	0.02%	0.88%	$2.52
MA	0.02%	0.54%	$2.46
NOC	0.01%	1.47%	$7.67
GLEN.L	0.01%	2.11%	$0.1
COP	0.01%	3.58%	$3.25
PFG	0.01%	3.67%	$2.72

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Oct 31, 2025	$1.50
AON	Ex-Dividend	Nov 3, 2025	$0.74
MA	Pay Day	Nov 7, 2025	$0.76
AXP	Pay Day	Nov 10, 2025	$0.82
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

0.6

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

3.38

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.89

0.3

0.6

Beta

0.31

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

3.38

-2

4.5

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

1.68

0.75

1.25

Information Ratio

-0.22

-1

0.3

0.6

Calmar Ratio

0.89

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.13

High:

LLY

54.8

Low:

GLEN.L

-26.49

Details

PEG Ratio

506.08

High:

NXT.L

2,174.34

Low:

NOC

29.56

Details

Price/Book

3.84

High:

66.03

Low:

MCD

-80.15

Details

Price/Sales

3.92

High:

TPL

28.79

Low:

GLEN.L

0.23

Details

Price/CF

22.94

High:

LLY

64.13

Low:

3.27

Details