Portfolio of Will1701 on eToro

Will1701

🇬🇧 Stock Value Investor.

91 copiers.

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

Summary

+2.93%

This Month

+7.83%

Year To Date

+36.49%

2 Years

+61.01%

5 Years

+61.01%

10 Years

+13.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
36.59%
🧬 Health Technology
20.47%
💵 Cash
10.75%
🍞 Consumer Non Durables
9.5%
🧩 Miscellaneous
8.58%
💻 Electronic Technology
6.39%
🛠️ Producer Manufacturing
5.6%
📊 ETFs
2.8%
💇‍♀️ Consumer Services
1.75%
⛏️ Energy Minerals
0.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.43%
🇬🇧 LSE
24.6%
🇫🇷 Euronext Paris
5.33%

Countries Breakdown

Country
Total

🇺🇸 United States
57.6%
🇬🇧 United Kingdom
24.6%
🇫🇷 France
5.33%
🇮🇪 Ireland
2.04%

Dividends

Dividend Yield

1.64%

22 out of 25 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $AV.L (6.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.34%	6.07%	$0.33
CS.PA	0.19%	5.36%	$1.98
KO	0.16%	2.52%	$1.89
JPM	0.12%	1.83%	$4.4
GSK.L	0.11%	3.39%	$0.59
AZN.L	0.11%	1.66%	$2.28
BA.L	0.09%	2.01%	$0.3
BNP.PA	0.09%	5.08%	$4.6
LLY	0.06%	0.55%	$4.86
NXT.L	0.05%	1.68%	$2.07
TPL	0.05%	0.57%	$4.5
MCD	0.05%	2.72%	$6.53
AXP	0.05%	1.04%	$2.6
GS	0.04%	1.67%	$11
CAT	0.03%	0.62%	$5.31
V	0.02%	0.77%	$2.01
SHEL.L	0.02%	3.81%	$0.8
AON	0.02%	0.93%	$2.52
MA	0.02%	0.67%	$2.46
RR.L	0.01%	0.67%	-
NOC	0.01%	1.88%	$7.67
COP	0.01%	3.13%	$3.25

Next Dividends

Stock	Type	Date	Pay Per Share
GS	Pay Day	Jun 29, 2026	$4.50
SHEL.L	Pay Day	Jun 29, 2026	$0.39
KO	Pay Day	Jul 1, 2026	$0.53
NXT.L	Ex-Dividend	Jul 2, 2026	$2.42
JPM	Ex-Dividend	Jul 6, 2026	$1.50
GSK.L	Pay Day	Jul 9, 2026	$0.23
JPM	Pay Day	Jul 31, 2026	$1.50
NXT.L	Pay Day	Aug 3, 2026	$2.42

Performance Metrics

Score 6.6/10

Beta

0.31

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.03

Jensen's Alpha

4.2

-2

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

0.31

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.03

Jensen's Alpha

4.2

-2

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

23.62

High:

TPL

53.59

Low:

CS.PA

9.42

Details

PEG Ratio

205.27

High:

JPM

650.48

Low:

GSK.L

15.31

Details

Price/Book

4.66

High:

64.54

Low:

MCD

-146.13

Details

Price/Sales

4.53

High:

TPL

32.16

Low:

AV.L

0.41

Details

Price/CF

13.44

High:

TPL

59.97

Low:

2.27

Details

Price/FCF

19.08

High:

208.03

Low:

2.44

Details

P/E Ratio

23.62

High:

TPL

53.59

Low:

CS.PA

9.42

Details

PEG Ratio

205.27

High:

JPM

650.48

Low:

GSK.L

15.31

Details

Price/Book

4.66

High:

64.54

Low:

MCD

-146.13

Details

Price/Sales

4.53

High:

TPL

32.16

Low:

AV.L

0.41

Details

Price/CF

13.44

High:

TPL

59.97

Low:

2.27

Details

Price/FCF

19.08

High:

208.03

Low:

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-11.56%	Apr 2022	Nov 2023	19
-6.4%	Mar 2026	-	4
-6.35%	Dec 2024	Feb 2025	2
-1.95%	Sep 2024	Nov 2024	2
-1.75%	Jul 2025	Sep 2025	2
-1.72%	Mar 2025	Jun 2025	3
-1.44%	Apr 2024	May 2024	1
-0.48%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of Will1701 on eToro

Will1701

🇬🇧 Stock Value Investor.

91 copiers.

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

Summary

+2.93%

This Month

+7.83%

Year To Date

+36.49%

2 Years

+61.01%

5 Years

+61.01%

10 Years

+13.54%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
36.59%
🧬 Health Technology
20.47%
💵 Cash
10.75%
🍞 Consumer Non Durables
9.5%
🧩 Miscellaneous
8.58%
💻 Electronic Technology
6.39%
🛠️ Producer Manufacturing
5.6%
📊 ETFs
2.8%
💇‍♀️ Consumer Services
1.75%
⛏️ Energy Minerals
0.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
62.43%
🇬🇧 LSE
24.6%
🇫🇷 Euronext Paris
5.33%

Countries Breakdown

Country
Total

🇺🇸 United States
57.6%
🇬🇧 United Kingdom
24.6%
🇫🇷 France
5.33%
🇮🇪 Ireland
2.04%

Dividends

Dividend Yield

1.64%

22 out of 25 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $AV.L (6.07%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AV.L	0.34%	6.07%	$0.33
CS.PA	0.19%	5.36%	$1.98
KO	0.16%	2.52%	$1.89
JPM	0.12%	1.83%	$4.4
GSK.L	0.11%	3.39%	$0.59
AZN.L	0.11%	1.66%	$2.28
BA.L	0.09%	2.01%	$0.3
BNP.PA	0.09%	5.08%	$4.6
LLY	0.06%	0.55%	$4.86
NXT.L	0.05%	1.68%	$2.07
TPL	0.05%	0.57%	$4.5
MCD	0.05%	2.72%	$6.53
AXP	0.05%	1.04%	$2.6
GS	0.04%	1.67%	$11
CAT	0.03%	0.62%	$5.31
V	0.02%	0.77%	$2.01
SHEL.L	0.02%	3.81%	$0.8
AON	0.02%	0.93%	$2.52
MA	0.02%	0.67%	$2.46
RR.L	0.01%	0.67%	-
NOC	0.01%	1.88%	$7.67
COP	0.01%	3.13%	$3.25

Next Dividends

Stock	Type	Date	Pay Per Share
GS	Pay Day	Jun 29, 2026	$4.50
SHEL.L	Pay Day	Jun 29, 2026	$0.39
KO	Pay Day	Jul 1, 2026	$0.53
NXT.L	Ex-Dividend	Jul 2, 2026	$2.42
JPM	Ex-Dividend	Jul 6, 2026	$1.50
GSK.L	Pay Day	Jul 9, 2026	$0.23
JPM	Pay Day	Jul 31, 2026	$1.50
NXT.L	Pay Day	Aug 3, 2026	$2.42

Performance Metrics

Score 6.6/10

Beta

0.31

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.03

Jensen's Alpha

4.2

-2

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Beta

0.31

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.03

Jensen's Alpha

4.2

-2

Omega Ratio

0.88

1.5

2.5

Treynor Ratio

1.94

0.75

1.25

Information Ratio

-0.18

-1

0.3

0.6

Calmar Ratio

0.97

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

23.62

High:

TPL

53.59

Low:

CS.PA

9.42

Details

PEG Ratio

205.27

High:

JPM

650.48

Low:

GSK.L

15.31

Details

Price/Book

4.66

High:

64.54

Low:

MCD

-146.13

Details

Price/Sales

4.53

High:

TPL

32.16

Low:

AV.L

0.41

Details

Price/CF

13.44

High:

TPL

59.97

Low:

2.27

Details

Price/FCF

19.08

High:

208.03

Low:

2.44

Details

P/E Ratio

23.62

High:

TPL

53.59

Low:

CS.PA

9.42

Details

PEG Ratio

205.27

High:

JPM

650.48

Low:

GSK.L

15.31

Details

Price/Book

4.66

High:

64.54

Low:

MCD

-146.13

Details

Price/Sales

4.53

High:

TPL

32.16

Low:

AV.L

0.41

Details

Price/CF

13.44

High:

TPL

59.97

Low:

2.27

Details

Price/FCF

19.08

High:

208.03

Low:

2.44

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-11.56%	Apr 2022	Nov 2023	19
-6.4%	Mar 2026	-	4
-6.35%	Dec 2024	Feb 2025	2
-1.95%	Sep 2024	Nov 2024	2
-1.75%	Jul 2025	Sep 2025	2
-1.72%	Mar 2025	Jun 2025	3
-1.44%	Apr 2024	May 2024	1
-0.48%	Jun 2024	Jul 2024	1