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

+5.1%

This Month

+39.46%

Year To Date

+81.36%

2 Years

+90.61%

5 Years

+173.22%

10 Years

+16.72%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
23.5%
🖥️ Technology Services
20.55%
💻 Electronic Technology
17.04%
💵 Cash
15.88%
📊 ETFs
5.22%
🍞 Consumer Non Durables
3.57%
💇‍♀️ Consumer Services
3.29%
🛍️ Retail Trade
2.98%
💼 Commercial Services
2.01%
🧬 Health Technology
1.37%
🛠️ Producer Manufacturing
0.75%
🏭 Industrial Services
0.59%
⚡ Utilities
0.39%
🧪 Process Industries
0.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.99%
🇺🇸 NYSE
30.64%
🇫🇷 Euronext Paris
2.97%
🇬🇧 LSE
1.36%
🇩🇰 Copenhagen Stock Exchange
0.39%

Countries Breakdown

Country
Total

🇺🇸 United States
69.01%
🇫🇷 France
2.97%
🇨🇳 China
1.53%
🇬🇧 United Kingdom
1.36%
🇨🇦 Canada
0.86%
🇩🇰 Denmark
0.39%

Dividends

Dividend Yield

1.34%

16 out of 30 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $MPT (6.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.83%	5.18%	$3.09
MSFT	0.1%	0.86%	$3
LOW	0.06%	2.26%	$4.45
MC.PA	0.06%	2.69%	$13
PEP	0.06%	3.94%	$5.15
MPT	0.05%	6.73%	$0.6
MCD	0.05%	2.63%	$6.53
INVP.L	0.04%	6.03%	$0.35
PSKY	0.03%	1.91%	$0.2
ITW	0.02%	2.58%	$5.6
PYPL	0.01%	0.95%	-
META	0.01%	0.34%	$1
WM	0.01%	1.65%	$2.9
GOOG	0.01%	0.22%	$0.2
V	0%	0.8%	$2.01
AAPL	0%	0.34%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
V	Pay Day	Jun 1, 2026	$0.67
MCD	Ex-Dividend	Jun 2, 2026	$1.86
PYPL	Ex-Dividend	Jun 4, 2026	$0.14
PEP	Ex-Dividend	Jun 5, 2026	$1.48
WM	Ex-Dividend	Jun 5, 2026	$0.94
GOOG	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
GOOG	Pay Day	Jun 15, 2026	$0.22
PSKY	Ex-Dividend	Jun 15, 2026	$0.05
O	Pay Day	Jun 15, 2026	$0.27
MCD	Pay Day	Jun 16, 2026	$1.86
WM	Pay Day	Jun 18, 2026	$0.94
PYPL	Pay Day	Jun 25, 2026	$0.14
PEP	Pay Day	Jun 30, 2026	$1.48
ITW	Ex-Dividend	Jun 30, 2026	$1.61
PSKY	Pay Day	Jul 1, 2026	$0.05
ITW	Pay Day	Jul 10, 2026	$1.61
INVP.L	Ex-Dividend	Aug 20, 2026	$0.28
INVP.L	Pay Day	Sep 15, 2026	$0.28

Performance Metrics

Score 6.8/10

Beta

0.78

0.8

1.2

Sharpe Ratio

0.69

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

6.74

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.52

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Beta

0.78

0.8

1.2

Sharpe Ratio

0.69

0.5

1.5

Sortino Ratio

1.38

Jensen's Alpha

6.74

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.52

0.75

1.25

Information Ratio

0.27

0.3

0.6

Calmar Ratio

0.71

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.65

High:

51.31

Low:

BIDU

-5,466.81

Details

PEG Ratio

130.15

High:

759.21

Low:

INTC

-229.13

Details

Price/Book

5.42

High:

AAPL

42.47

Low:

MCD

-154.27

Details

Price/Sales

7.66

High:

14.54

Low:

UBI.PA

0.37

Details

Price/CF

17.46

High:

BIDU

48.69

Low:

UBI.PA

1.56

Details

Price/FCF

52.78

High:

AMZN

325.85

Low:

UBI.PA

1.61

Details