Portfolio of WilloInv on eToro

WilloInv

🇬🇧 Stock Multi-Strategy Investor.

1 copier.

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

Summary

+17.63%

This Month

+22.35%

Year To Date

+63.36%

2 Years

+70.22%

5 Years

+139.7%

10 Years

+14.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
38.15%
💰 Finance
28.88%
🖥️ Technology Services
12.22%
📊 ETFs
6.57%
💇‍♀️ Consumer Services
3.51%
🧬 Health Technology
2.55%
🍞 Consumer Non Durables
2.54%
🛍️ Retail Trade
1.79%
💵 Cash
1.25%
🏭 Industrial Services
0.89%
💼 Commercial Services
0.57%
⚡ Utilities
0.52%
🧪 Process Industries
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
59.79%
🇺🇸 NYSE
35.73%
🇫🇷 Euronext Paris
1.38%
🇬🇧 LSE
0.94%
🇩🇰 Copenhagen Stock Exchange
0.52%

Countries Breakdown

Country
Total

🇺🇸 United States
85.77%
🇨🇳 China
1.98%
🇫🇷 France
1.38%
🇨🇦 Canada
1.19%
🇬🇧 United Kingdom
0.94%
🇩🇰 Denmark
0.52%

Dividends

Dividend Yield

1.58%

16 out of 29 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $MPT (6.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	1.14%	5.08%	$3.09
MO	0.08%	6.44%	$3.92
MPT	0.08%	6.83%	$0.6
INVP.L	0.06%	5.91%	$0.35
MSFT	0.05%	0.9%	$3
PSKY	0.04%	1.81%	$0.2
PEP	0.03%	3.66%	$5.15
BMY	0.03%	4.28%	$2.34
LOW	0.02%	1.94%	$4.45
WM	0.01%	1.5%	$2.9
MC.PA	0.01%	2.7%	$13
GOOG	0.01%	0.25%	$0.2
V	0.01%	0.81%	$2.01
PYPL	0%	0.58%	-
AAPL	0%	0.4%	$0.97
META	0%	0.32%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
LOW	Ex-Dividend	Apr 22, 2026	$1.20
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
MC.PA	Pay Day	Apr 30, 2026	$8.60
MO	Pay Day	Apr 30, 2026	$1.06
BMY	Pay Day	May 1, 2026	$0.63
LOW	Pay Day	May 6, 2026	$1.20
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 5.6/10

Beta

0.85

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

1.31

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.1

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Beta

0.85

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

1.11

Jensen's Alpha

1.31

-2

4.5

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.1

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.58

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.78

High:

WBD

95.3

Low:

INTC

-795.85

Details

PEG Ratio

-283.02

High:

544.82

Low:

INTC

-810.42

Details

Price/Book

4.31

High:

AAPL

43.21

Low:

-31.94

Details

Price/Sales

6.64

High:

14.45

Low:

UBI.PA

0.29

Details

Price/CF

20.71

High:

CRON

38.76

Low:

UBI.PA

1.56

Details

Price/FCF

56.8

High:

CRON

6,729.01

Low:

UBI.PA

1.61

Details