Portfolio of bwoodinv on eToro

bwoodinv

🇬🇧 Index and Stock Value Investor.

266 copiers.

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

Summary

-0.67%

This Month

+3.31%

Year To Date

+8.54%

2 Years

+22.1%

5 Years

+126.79%

10 Years

+12.9%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
40.86%
💵 Cash
38.58%
💰 Finance
17.25%
⛏️ Energy Minerals
6.5%

Exchanges Breakdown

Exchange
Total

🌍 CFD
40.86%
🇺🇸 NYSE
17.25%
🇬🇧 LSE
6.5%

Countries Breakdown

Country
Total

🇺🇸 United States
17.25%
🇬🇧 United Kingdom
6.5%

Dividends

Dividend Yield

0.22%

1 out of 3 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $SHEL.L (3.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.22%	3.42%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share
SHEL.L	Pay Day	Jun 29, 2026	$0.39

Performance Metrics

Score 6.2/10

Beta

0.6

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

2.95

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.46

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Beta

0.6

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

2.95

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.46

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

14.17

High:

BRK.B

14.25

Low:

SHEL.L

13.36

Details

PEG Ratio

32.48

High:

SHEL.L

32.48

Low:

SHEL.L

32.48

Details

Price/Book

1.42

High:

BRK.B

1.42

Low:

SHEL.L

1.38

Details

Price/Sales

2.37

High:

BRK.B

2.75

Low:

SHEL.L

0.92

Details

Price/CF

19.42

High:

BRK.B

22.72

Low:

SHEL.L

7.35

Details

Price/FCF

41.43

High:

BRK.B

43.3

Low:

SHEL.L

27.82

Details

P/E Ratio

14.17

High:

BRK.B

14.25

Low:

SHEL.L

13.36

Details

PEG Ratio

32.48

High:

SHEL.L

32.48

Low:

SHEL.L

32.48

Details

Price/Book

1.42

High:

BRK.B

1.42

Low:

SHEL.L

1.38

Details

Price/Sales

2.37

High:

BRK.B

2.75

Low:

SHEL.L

0.92

Details

Price/CF

19.42

High:

BRK.B

22.72

Low:

SHEL.L

7.35

Details

Price/FCF

41.43

High:

BRK.B

43.3

Low:

SHEL.L

27.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.57%	Feb 2020	Nov 2020	9
-12.88%	Feb 2022	May 2025	39
-4.92%	Dec 2025	Apr 2026	4
-3.16%	Jun 2021	Aug 2021	2
-1.8%	Nov 2019	Dec 2019	1
-1.14%	Nov 2021	Dec 2021	1
-0.67%	Jun 2026	-	1
-0.45%	Jul 2025	Aug 2025	1

Monthly Performance

Portfolio of bwoodinv on eToro

bwoodinv

🇬🇧 Index and Stock Value Investor.

266 copiers.

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

Summary

-0.67%

This Month

+3.31%

Year To Date

+8.54%

2 Years

+22.1%

5 Years

+126.79%

10 Years

+12.9%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
40.86%
💵 Cash
38.58%
💰 Finance
17.25%
⛏️ Energy Minerals
6.5%

Exchanges Breakdown

Exchange
Total

🌍 CFD
40.86%
🇺🇸 NYSE
17.25%
🇬🇧 LSE
6.5%

Countries Breakdown

Country
Total

🇺🇸 United States
17.25%
🇬🇧 United Kingdom
6.5%

Dividends

Dividend Yield

0.22%

1 out of 3 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $SHEL.L (3.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.22%	3.42%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share
SHEL.L	Pay Day	Jun 29, 2026	$0.39

Performance Metrics

Score 6.2/10

Beta

0.6

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

2.95

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.46

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

0.65

0.3

0.6

Beta

0.6

0.8

1.2

Sharpe Ratio

0.65

0.5

1.5

Sortino Ratio

1.26

Jensen's Alpha

2.95

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

1.46

0.75

1.25

Information Ratio

-0.15

-1

0.3

0.6

Calmar Ratio

43.3

Low:

SHEL.L

27.82

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.57%	Feb 2020	Nov 2020	9
-12.88%	Feb 2022	May 2025	39
-4.92%	Dec 2025	Apr 2026	4
-3.16%	Jun 2021	Aug 2021	2
-1.8%	Nov 2019	Dec 2019	1
-1.14%	Nov 2021	Dec 2021	1
-0.67%	Jun 2026	-	1
-0.45%	Jul 2025	Aug 2025	1