Effective portfolio of willyinvest on eToro

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willyinvest

🇫🇷 Stock and ETF Investor.

2 copiers.

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

Effective Portfolio

Summary

+0.2%

This Month

-6.21%

Year To Date

+30.57%

2 Years

+45.77%

5 Years

+69.82%

10 Years

+9.95%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⛏️ Energy Minerals
17.15%
💰 Finance
16.17%
🍞 Consumer Non Durables
12.64%
🧬 Health Technology
6.47%
📊 ETFs
6.45%
🧩 Miscellaneous
6.03%
🛠️ Producer Manufacturing
5.67%
🪙 Cryptocurrencies
5.12%
🚗 Consumer Durables
3.46%
💻 Electronic Technology
3.16%
🛍️ Retail Trade
1.71%
🖥️ Technology Services
1.08%
🚚 Transportation
0.91%
🪨 Non Energy Minerals
0.7%
💼 Commercial Services
0.17%
🏭 Industrial Services
0.16%
📡 Communications
0.11%
🏥 Health Services
0.07%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
22.04%
🇬🇧 LSE
20.98%
🇩🇪 FRA
17.78%
🇫🇷 Euronext Paris
12.43%
🌍 Digital Currency
5.12%
🇺🇸 Nasdaq
4%
🇳🇴 Oslo Stock Exchange
3.21%
🇨🇭 SIX
1.03%
🇳🇱 Euronext Amsterdam
0.23%
🇧🇪 Euronext Brussels
0.18%
🇮🇹 Borsa Italiana
0.13%
🇩🇪 Xetra ETFs
0.06%
🇦🇺 Sydney
0.03%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
25.2%
🇩🇪 Germany
17.78%
🇫🇷 France
12.11%
🇺🇸 United States
6.76%
🇳🇴 Norway
3.21%
🇨🇭 Switzerland
1.03%
🇮🇪 Ireland
0.52%
🇧🇪 Belgium
0.5%
🇳🇱 Netherlands
0.42%
🇹🇼 Taiwan
0.32%
🇧🇷 Brazil
0.32%
🇱🇺 Luxembourg
0.3%
🇨🇳 China
0.29%
🇰🇾 Cayman Islands
0.19%
🇦🇺 Australia
0.16%
🇪🇸 Spain
0.15%
🇮🇱 Israel
0.14%
🇮🇹 Italy
0.13%
🇺🇾 Uruguay
0.08%
🇩🇰 Denmark
0.05%

Dividends

Dividend Yield

2.63%

74 out of 110 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $EVR.L (17.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RF.PA	0.2%	6.75%	$2.42
GFC.PA	0.2%	7.71%	$5.3
BTRW.L	0.16%	6.29%	$0.28
VNA.DE	0.16%	5.25%	$0.9
EQNR.OL	0.14%	4.26%	$13.95
BP.L	0.11%	4.46%	$0.23
TTE.PA	0.11%	4.58%	$3.06
DBK.DE	0.11%	3.64%	$0.45
RI.PA	0.11%	7.22%	$4.7
UL.US	0.11%	4.12%	$1.82
DEO	0.1%	4.37%	$3.99
SHEL.L	0.08%	2.44%	$0.8
SGO.PA	0.08%	2.97%	$2.1
RKT.L	0.08%	4%	$1.93
ADS.DE	0.05%	2.01%	$0.7
KGX.DE	0.05%	1.82%	$0.7
MRK.DE	0.05%	1.93%	$2.2
CVX	0.05%	3.62%	$6.28
SHEL	0.05%	3.07%	$2.7
TW.L	0.05%	10.56%	$0.1
SHL.DE	0.05%	2.65%	$0.95
NESN.ZU	0.04%	3.9%	$3
PHP.L	0.04%	7.52%	$0.06
XOM	0.03%	2.63%	$3.76
GRI.L	0.03%	4.84%	$0.07
COP	0.03%	2.64%	$3.25
LGEN.L	0.03%	8.28%	$0.2
BATS.L	0.03%	5.54%	$2.36
HBR.L	0.03%	7.41%	$0.2
VALE	0.02%	7.88%	$1.33
BME.L	0.02%	7.02%	$0.15
ADM.L	0.02%	6.31%	$1.03
IAG.L	0.02%	2.17%	-
ASHM.L	0.02%	7.71%	$0.17
LLOY.L	0.02%	3.56%	$0.03
BMPS.MI	0.01%	11.02%	$0.25
BLND.L	0.01%	5.99%	$0.23
LMP.L	0.01%	6.46%	$0.1
RR.L	0.01%	0.76%	-
PHNX.L	0.01%	7.45%	$0.53
NWG.L	0.01%	5.35%	$0.17
ABDN.L	0.01%	7.25%	$0.15
AV.L	0.01%	6.14%	$0.33
SBRY.L	0.01%	3.97%	$0.13
RIO.L	0.01%	4.05%	$3.41
KBC.BR	0.01%	3.13%	$2.91
BAYN.DE	0.01%	0.27%	$0.11
PSN.L	0%	5.07%	$0.6
LQDE.L	0%	3.68%	-
HSBA.L	0%	4.25%	$0.49
BHP.L	0%	3.37%	$1.26
IMB.L	0%	5.11%	$1.49
EVR.L	0%	17.85%	-
QCOM	0%	2.78%	$3.25
GRFS	0%	1.76%	-
FUR.NV	0%	1.36%	-
TSM	0%	0.63%	$1.74
GOOG	0%	0.27%	$0.2
UNH	0%	2.85%	$7.74
PZC.L	0%	4.39%	$0.05
FMG.ASX	0%	5.78%	$2.08
CL	0%	2.49%	$1.96
NVO	0%	3.33%	$0.98
BARC.L	0%	1.96%	$0.08
EMG.L	0%	4.87%	$0.13
ASML	0%	0.53%	$5.57
BBOX.L	0%	5.27%	$0.07
O	0%	5.15%	$3.09
ULVR.L	0%	4%	$1.47
PYPL	0%	0.61%	-
BABA	0%	0.8%	$0.98
WWD	0%	0.31%	$0.94
ISF.L	0%	0.03%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
LLOY.L	Ex-Dividend	Apr 9, 2026	$0.03
RKT.L	Ex-Dividend	Apr 9, 2026	$1.70
HBR.L	Ex-Dividend	Apr 9, 2026	$0.11
PHNX.L	Ex-Dividend	Apr 9, 2026	$0.37
EMG.L	Ex-Dividend	Apr 9, 2026	$0.12
PZC.L	Pay Day	Apr 9, 2026	$0.02
ULVR.L	Pay Day	Apr 10, 2026	$0.64
UL.US	Pay Day	Apr 10, 2026	$0.56
O	Pay Day	Apr 15, 2026	$0.27
RIO.L	Pay Day	Apr 16, 2026	$2.54
LMP.L	Pay Day	Apr 17, 2026	$0.04
CL	Ex-Dividend	Apr 20, 2026	$0.53
RR.L	Ex-Dividend	Apr 23, 2026	$0.07
HSBA.L	Pay Day	Apr 30, 2026	$0.45
NWG.L	Pay Day	May 5, 2026	$0.31
ABDN.L	Pay Day	May 6, 2026	$0.10
ADM.L	Ex-Dividend	May 7, 2026	$0.23
PHP.L	Pay Day	May 8, 2026	$0.02
EQNR.OL	Ex-Dividend	May 13, 2026	$0.39
AV.L	Pay Day	May 14, 2026	$0.35
CL	Pay Day	May 15, 2026	$0.53
BTRW.L	Pay Day	May 15, 2026	$0.07
TW.L	Pay Day	May 15, 2026	$0.04
KBC.BR	Ex-Dividend	May 18, 2026	$4.87
LLOY.L	Pay Day	May 19, 2026	$0.03
HBR.L	Pay Day	May 20, 2026	$0.11
PHNX.L	Pay Day	May 20, 2026	$0.37
EMG.L	Pay Day	May 20, 2026	$0.12
KBC.BR	Pay Day	May 20, 2026	$4.87
EQNR.OL	Pay Day	May 27, 2026	$0.39
RR.L	Pay Day	Jun 3, 2026	$0.07
ADM.L	Pay Day	Jun 5, 2026	$0.23
TSM	Ex-Dividend	Jun 11, 2026	$0.95
RKT.L	Pay Day	Jun 12, 2026	$1.70
PSN.L	Ex-Dividend	Jun 18, 2026	$0.54
TTE.PA	Ex-Dividend	Jun 30, 2026	$1.01
TTE.PA	Pay Day	Jul 2, 2026	$1.01
GFC.PA	Ex-Dividend	Jul 7, 2026	$3.28
BATS.L	Ex-Dividend	Jul 9, 2026	$0.83
TSM	Pay Day	Jul 9, 2026	$0.95
GFC.PA	Pay Day	Jul 9, 2026	$3.28
PSN.L	Pay Day	Jul 10, 2026	$0.54
BATS.L	Pay Day	Aug 14, 2026	$0.83

Performance Metrics

Score 4.1/10

Beta

0.77

0.77

0

0.8

1.2

0

2

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

0.84

0.84

0

1

2

3

3

Jensen's Alpha

-1.67

-1.67

-2

0

2

4.5

4.5

Omega Ratio

0.78

0.78

0

1

1.5

2.5

2.5

Treynor Ratio

0.94

0.94

0

0.75

1.25

2

2

Information Ratio

-0.35

-0.35

-1

0.3

0.6

1

1

Calmar Ratio

0.36

0.36

0

0.3

0.6

1

1

Beta

0.77

0.77

0

0.8

1.2

0

2

Sharpe Ratio

0.5

0.5

0

0.5

1

1.5

1.5

Sortino Ratio

0.84

0.84

0

1

2

3

3

Jensen's Alpha

-1.67

-1.67

-2

0

2

4.5

4.5

Omega Ratio

0.78

0.78

0

1

1.5

2.5

2.5

Treynor Ratio

0.94

0.94

0

0.75

1.25

2

2

Information Ratio

-0.35

-0.35

-1

0.3

0.6

1

1

Calmar Ratio

0.36

0.36

0

0.3

0.6

1

1

Portfolio Valuation

Based on current positions

P/E Ratio

22.07

High:

BP.L

8,535.71

Low:

RKLB

-176.48

Details

PEG Ratio

10.35

High:

MELI

982.74

Low:

RKLB

-9,019.27

Details

Price/Book

2.94

High:

CL

1,233.38

Low:

RF.PA

0.43

Details

Price/Sales

2.12

High:

ASTS

370.9

Low:

PHNX.L

0.19

Details

Price/CF

10.15

High:

PSN.L

153.98

Low:

HBR.L

1.35

Details

Price/FCF

40.91

High:

BABA

1,196.17

Low:

PHNX.L

2.24

Details

P/E Ratio

22.07

High:

BP.L

8,535.71

Low:

RKLB

-176.48

Details

PEG Ratio

10.35

High:

MELI

982.74

Low:

RKLB

-9,019.27

Details

Price/Book

2.94

High:

CL

1,233.38

Low:

RF.PA

0.43

Details

Price/Sales

2.12

High:

ASTS

370.9

Low:

PHNX.L

0.19

Details

Price/CF

10.15

High:

PSN.L

153.98

Low:

HBR.L

1.35

Details

Price/FCF

40.91

High:

BABA

1,196.17

Low:

PHNX.L

2.24

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-29.28%	Sep 2021	Mar 2024	30
-10.63%	Dec 2024	May 2025	5
-7.72%	Feb 2021	Aug 2021	6
-7%	Oct 2025	-	7
-6.87%	Jun 2024	Sep 2024	3
-4.53%	Apr 2024	May 2024	1
-4.37%	Oct 2024	Nov 2024	1
-3.4%	Sep 2020	Nov 2020	2
-0.74%	Jun 2020	Jul 2020	1

Monthly Performance