Portfolio of wilsonc1234 on eToro

wilsonc1234

🇲🇾 Stock 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

+3.31%

This Month

+17.92%

Year To Date

+48.86%

2 Years

+39.66%

5 Years

+39.66%

10 Years

+7.03%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.92%
🖥️ Technology Services
24.59%
💵 Cash
12.09%
🛍️ Retail Trade
10.95%
💰 Finance
10.68%
🧬 Health Technology
6.09%
🚗 Consumer Durables
4.17%
🍞 Consumer Non Durables
2.55%
⛏️ Energy Minerals
1.63%
📡 Communications
1.24%
💇‍♀️ Consumer Services
1.17%
🏥 Health Services
1.02%
🧪 Process Industries
0.49%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
59.02%
🇺🇸 NYSE
30.48%

Countries Breakdown

Country
Total

🇺🇸 United States
88.55%
🇬🇧 United Kingdom
0.49%
🇮🇪 Ireland
0.47%

Dividends

Dividend Yield

0.71%

42 out of 50 instruments pay dividend.

14 dividend payments in the next 30 days.

Highest Dividend: $CVX (4.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.05%	0.65%	$3
AAPL	0.05%	0.44%	$0.97
XOM	0.04%	3.53%	$3.76
JPM	0.03%	1.73%	$4.4
BAC	0.03%	2.1%	$0.96
JNJ	0.03%	2.85%	$4.81
CVX	0.03%	4.3%	$6.28
MRK	0.03%	3.91%	$3.04
UNH	0.02%	2.45%	$7.74
ABBV	0.02%	3%	$6.06
T	0.02%	3.75%	$1.11
PEP	0.02%	3.87%	$5.15
AVGO	0.02%	0.66%	$19.7
GOOGL	0.02%	0.34%	$0.2
PG	0.02%	2.61%	$3.83
CSCO	0.02%	2.45%	$1.58
HD	0.02%	2.16%	$8.52
KO	0.02%	3.01%	$1.89
PM	0.02%	3.25%	$5.2
LLY	0.02%	0.77%	$4.86
WMT	0.02%	0.91%	$0.81
BX	0.02%	2.35%	$3.36
IBM	0.01%	2.64%	$6.65
MS	0.01%	2.41%	$3.4
WFC	0.01%	2.03%	$1.4
ACN	0.01%	2.48%	$4.99
ORCL	0.01%	0.65%	$1.6
MCD	0.01%	2.32%	$6.53
META	0.01%	0.27%	$1
V	0.01%	0.7%	$2.01
TMUS	0.01%	1.46%	$1.95
ABT	0.01%	1.73%	$2.16
GS	0.01%	1.67%	$11
DIS	0.01%	0.86%	$0.75
LIN	0.01%	1.22%	$5.33
MA	0.01%	0.51%	$2.46
CRM	0%	0.68%	$0.4
COST	0%	0.51%	$19.22
AXP	0%	0.93%	$2.6
GE	0%	0.45%	$0.44
NVDA	0%	0.02%	$0.02
TMO	0%	0.35%	$1.48

Next Dividends

Stock	Type	Date	Pay Per Share
KO	Ex-Dividend	Sep 15, 2025	$0.51
MRK	Ex-Dividend	Sep 15, 2025	$0.81
UNH	Ex-Dividend	Sep 15, 2025	$2.21
TMO	Ex-Dividend	Sep 15, 2025	$0.43
GOOGL	Pay Day	Sep 15, 2025	$0.21
MCD	Pay Day	Sep 16, 2025	$1.77
CRM	Ex-Dividend	Sep 17, 2025	$0.42
HD	Pay Day	Sep 18, 2025	$2.30
LIN	Pay Day	Sep 18, 2025	$1.50
META	Ex-Dividend	Sep 22, 2025	$0.52
AVGO	Ex-Dividend	Sep 22, 2025	$0.59
UNH	Pay Day	Sep 23, 2025	$2.21
BAC	Pay Day	Sep 26, 2025	$0.28
META	Pay Day	Sep 29, 2025	$0.52
GS	Pay Day	Sep 29, 2025	$4.00
PEP	Pay Day	Sep 30, 2025	$1.42
AVGO	Pay Day	Sep 30, 2025	$0.59
KO	Pay Day	Oct 1, 2025	$0.51
NVDA	Pay Day	Oct 2, 2025	$0.01
CSCO	Ex-Dividend	Oct 3, 2025	$0.41
MRK	Pay Day	Oct 7, 2025	$0.81
ORCL	Ex-Dividend	Oct 9, 2025	$0.50
CRM	Pay Day	Oct 9, 2025	$0.42
ABBV	Ex-Dividend	Oct 15, 2025	$1.64
TMO	Pay Day	Oct 15, 2025	$0.43
CSCO	Pay Day	Oct 22, 2025	$0.41
ORCL	Pay Day	Oct 23, 2025	$0.50
ABBV	Pay Day	Nov 14, 2025	$1.64
WMT	Ex-Dividend	Dec 12, 2025	$0.24
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 3.4/10

Beta

0.66

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-4.1

-5

4.5

Omega Ratio

0.52

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.81

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

0.3

0.5

1.5

Sortino Ratio

0.45

Jensen's Alpha

-4.1

-5

4.5

Omega Ratio

0.52

1.5

2.5

Treynor Ratio

0.53

0.75

1.25

Information Ratio

-0.81

-1

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

36.67

High:

PLTR

569.72

Low:

MRK

12.77

Details

PEG Ratio

3,444.8

High:

AAPL

24,187.63

Low:

ABT

10.98

Details

Price/Book

12.31

High:

PLTR

68.58

Low:

ABBV

-2,107.53

Details

Price/Sales

8.14

High:

PLTR

127.7

Low:

UNH

0.76

Details

Price/CF

27.24

High:

233.26

Low:

3.27

Details

Price/FCF

55.62

High:

PEP

5,253.35

Low:

3.62

Details