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

+3.27%

This Month

+23.34%

Year To Date

+58.88%

2 Years

+46.08%

5 Years

+46.08%

10 Years

+7.87%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.77%
💻 Electronic Technology
21.46%
💵 Cash
16.71%
💰 Finance
10.9%
🛍️ Retail Trade
10.32%
🧬 Health Technology
6.25%
🚗 Consumer Durables
4.65%
🍞 Consumer Non Durables
2.43%
⛏️ Energy Minerals
1.58%
💇‍♀️ Consumer Services
1.1%
📡 Communications
1.06%
🏥 Health Services
1.01%
🧪 Process Industries
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
56.71%
🇺🇸 NYSE
29.25%

Countries Breakdown

Country
Total

🇺🇸 United States
85.06%
🇮🇪 Ireland
0.47%
🇬🇧 United Kingdom
0.43%

Dividends

Dividend Yield

0.68%

42 out of 50 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $CVX (4.38%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.05%	0.63%	$3
XOM	0.04%	3.44%	$3.76
JPM	0.03%	1.82%	$4.4
AAPL	0.03%	0.38%	$0.97
BAC	0.03%	2.05%	$0.96
JNJ	0.03%	2.75%	$4.81
CVX	0.02%	4.38%	$6.28
MRK	0.02%	3.72%	$3.04
ABBV	0.02%	2.89%	$6.06
T	0.02%	4.34%	$1.11
UNH	0.02%	2.32%	$7.74
PEP	0.02%	3.69%	$5.15
AVGO	0.02%	0.64%	$19.7
PG	0.02%	2.75%	$3.83
GOOGL	0.02%	0.31%	$0.2
CSCO	0.02%	2.26%	$1.58
HD	0.02%	2.37%	$8.52
KO	0.02%	2.91%	$1.89
PM	0.02%	3.71%	$5.2
LLY	0.02%	0.71%	$4.86
BX	0.02%	3.08%	$3.36
WMT	0.02%	0.91%	$0.81
META	0.01%	0.34%	$1
MS	0.01%	2.33%	$3.4
IBM	0.01%	2.12%	$6.65
ACN	0.01%	2.39%	$4.99
WFC	0.01%	1.9%	$1.4
ORCL	0.01%	0.67%	$1.6
MCD	0.01%	2.33%	$6.53
V	0.01%	0.68%	$2.01
GS	0.01%	1.77%	$11
TMUS	0.01%	1.66%	$1.95
ABT	0.01%	1.87%	$2.16
DIS	0.01%	0.9%	$0.75
LIN	0.01%	1.33%	$5.33
MA	0.01%	0.54%	$2.46
CRM	0%	0.64%	$0.4
COST	0%	0.55%	$19.22
AXP	0%	0.87%	$2.6
GE	0%	0.44%	$0.44
NVDA	0%	0.02%	$0.02
TMO	0%	0.3%	$1.48

Next Dividends

Stock	Type	Date	Pay Per Share
JPM	Pay Day	Oct 31, 2025	$1.50
COST	Ex-Dividend	Oct 31, 2025	$1.30
MS	Ex-Dividend	Oct 31, 2025	$1.00
T	Pay Day	Nov 3, 2025	$0.28
MA	Pay Day	Nov 7, 2025	$0.76
AXP	Pay Day	Nov 10, 2025	$0.82
ACN	Pay Day	Nov 14, 2025	$1.63
ABBV	Pay Day	Nov 14, 2025	$1.64
COST	Pay Day	Nov 14, 2025	$1.30
MS	Pay Day	Nov 14, 2025	$1.00
PG	Pay Day	Nov 17, 2025	$1.06
ABT	Pay Day	Nov 17, 2025	$0.59
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
TMUS	Ex-Dividend	Nov 26, 2025	$1.02
GS	Ex-Dividend	Dec 2, 2025	$4.00
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
TMUS	Pay Day	Dec 11, 2025	$1.02
WMT	Ex-Dividend	Dec 12, 2025	$0.24
GS	Pay Day	Dec 30, 2025	$4.00
WMT	Pay Day	Jan 5, 2026	$0.24

Performance Metrics

Score 3.5/10

Beta

0.66

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

-3.59

-4

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.77

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

0.36

0.5

1.5

Sortino Ratio

0.54

Jensen's Alpha

-3.59

-4

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

0.63

0.75

1.25

Information Ratio

-0.77

-1

0.3

0.6

Calmar Ratio

0.29

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.36

High:

PLTR

628.71

Low:

8.3

Details

PEG Ratio

3,070.94

High:

AAPL

27,777.02

Low:

5.51

Details

Price/Book

12.78

High:

PLTR

75.68

Low:

ABBV

-2,201.06

Details

Price/Sales

8.85

High:

PLTR

140.92

Low:

UNH

0.79

Details

Price/CF

27.55

High:

PLTR

202

Low:

3.27

Details

Price/FCF

56.33

High:

PEP

5,253.35

Low:

3.62

Details