Effective portfolio of willyinvest on eToro

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willyinvest

🇫🇷 Stock 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

-0.11%

Today

+7.1%

This Month

+10.98%

Year To Date

+71.14%

2 Years

+53.24%

5 Years

+10.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
36.51%
🪙 Cryptocurrencies
18.8%
💼 Commercial Services
7.68%
🖥️ Technology Services
5.12%
💻 Electronic Technology
4.83%
💇‍♀️ Consumer Services
3.17%
🛠️ Producer Manufacturing
2.72%
🚚 Transportation
1.68%
🚗 Consumer Durables
0.66%
📊 ETFs
0.55%
🛍️ Retail Trade
0.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
20.95%
🌍 Digital Currency
18.8%
🇫🇷 Euronext Paris
10.47%
🇬🇧 LSE
7.83%
🇺🇸 Nasdaq
5.96%
🇳🇱 Euronext Amsterdam
5.87%
🇸🇪 Stockholm Stock Exchange
3.45%
🇩🇰 Copenhagen Stock Exchange
3.41%
🇮🇹 Borsa Italiana
3.15%
🇪🇸 Bolsa De Madrid
1.92%
🇭🇰 Hong Kong Exchanges
0.15%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
18.4%
🇺🇸 United States
12.51%
🇫🇷 France
10.47%
🇳🇱 Netherlands
5.87%
🇫🇮 Finland
3.45%
🇩🇰 Denmark
3.41%
🇮🇹 Italy
3.15%
🇧🇷 Brazil
2.85%
🇪🇸 Spain
1.92%
🇨🇳 China
0.59%

Dividends

Dividend Yield

2.21%

29 out of 44 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $NDA_SE.ST (7.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NDA_SE.ST	0.26%	7.41%	$10.62
DANSKE.CO	0.23%	6.77%	$14.5
LAND.L	0.18%	6.41%	$0.4
INGA.NV	0.18%	5.69%	$1.11
HSBC	0.15%	5.54%	$3.03
NEXI.MI	0.15%	4.72%	-
SW.PA	0.14%	4.34%	$3.1
ITUB	0.14%	4.79%	$0.15
RF.PA	0.12%	4.33%	$2.42
NWG	0.12%	3.76%	$0.42
AALB.NV	0.1%	3.64%	$1.13
BCS	0.08%	2.39%	$0.39
ELIS.PA	0.07%	1.88%	$0.43
TEP.PA	0.05%	4.74%	$3.85
SAN.MC	0.05%	2.4%	$0.14
IAG.L	0.03%	2.07%	-
PUK	0.03%	2.02%	$0.41
BA.L	0.03%	1.76%	$0.3
C	0.03%	2.97%	$2.12
JPM	0.02%	2%	$4.4
GS	0.02%	1.98%	$11
RR.L	0.01%	0.71%	-
BND	0.01%	3.68%	-
V	0.01%	0.63%	$2.01
AXP	0.01%	0.99%	$2.6
META	0%	0.31%	$1
MSFT	0%	0.71%	$3
COST	0%	0.47%	$19.22
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
V	Pay Day	Jun 2, 2025	$0.59
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
LAND.L	Ex-Dividend	Jun 12, 2025	$0.16
HSBC	Pay Day	Jun 20, 2025	$0.50
GS	Pay Day	Jun 27, 2025	$3.00
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
LAND.L	Pay Day	Jul 25, 2025	$0.16
JPM	Pay Day	Jul 31, 2025	$1.40

Performance Metrics

Score 3.9/10

Beta

0.76

0.76

0

0.8

1.2

0

2

Sharpe Ratio

0.39

0.39

0

0.5

1

1.5

1.5

Sortino Ratio

0.65

0.65

0

1

2

3

3

Jensen's Alpha

-1.55

-1.55

-2

0

2

4.5

4.5

Omega Ratio

0.81

0.81

0

1

1.5

2.5

2.5

Treynor Ratio

0.8

0.8

0

0.75

1.25

2

2

Information Ratio

-0.3

-0.3

-1

0.3

0.6

1

1

Calmar Ratio

0.29

0.29

0

0.3

0.6

1

1

Beta

0.76

0.76

0

0.8

1.2

0

2

Sharpe Ratio

0.39

0.39

0

0.5

1

1.5

1.5

Sortino Ratio

0.65

0.65

0

1

2

3

3

Jensen's Alpha

-1.55

-1.55

-2

0

2

4.5

4.5

Omega Ratio

0.81

0.81

0

1

1.5

2.5

2.5

Treynor Ratio

0.8

0.8

0

0.75

1.25

2

2

Information Ratio

-0.3

-0.3

-1

0.3

0.6

1

1

Calmar Ratio

0.29

0.29

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.89

High:

PLTR

540.44

Low:

SNOW

-48.59

Details

PEG Ratio

179.45

High:

IAG.L

1,066.75

Low:

NIU

-37.23

Details

Price/Book

4.69

High:

PLTR

53.84

Low:

RR.L

-79.36

Details

Price/Sales

4.78

High:

PLTR

101.42

Low:

SW.PA

0.37

Details

Price/CF

14.59

High:

PLTR

161.45

Low:

NDA_SE.ST

1.26

Details

Price/FCF

20.89

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

Details

P/E Ratio

24.89

High:

PLTR

540.44

Low:

SNOW

-48.59

Details

PEG Ratio

179.45

High:

IAG.L

1,066.75

Low:

NIU

-37.23

Details

Price/Book

4.69

High:

PLTR

53.84

Low:

RR.L

-79.36

Details

Price/Sales

4.78

High:

PLTR

101.42

Low:

SW.PA

0.37

Details

Price/CF

14.59

High:

PLTR

161.45

Low:

NDA_SE.ST

1.26

Details

Price/FCF

20.89

High:

LAND.L

4,856.46

Low:

NDA_SE.ST

1.6

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
-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