Portfolio of UKvalueInvestor on eToro

UKvalueInvestor

🇬🇧 Stock and ETF Value Investor.

4 copiers.

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

Summary

-0.01%

This Month

+6.67%

Year To Date

+32.19%

2 Years

+51.74%

5 Years

+79.8%

10 Years

+10.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
32.83%
🧩 Miscellaneous
17.23%
📊 ETFs
13.53%
🖥️ Technology Services
11.97%
🛍️ Retail Trade
6.77%
💵 Cash
5.84%
💼 Commercial Services
3.52%
🪙 Cryptocurrencies
3.22%
💰 Finance
3.2%
❓ Other
2.14%
🚗 Consumer Durables
0.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.69%
🇺🇸 NYSE
16.76%
🇬🇧 LSE
13.21%
Regular Trading Hours - RTH
7.22%
🇩🇪 Xetra ETFs
5.01%
🌍 Digital Currency
3.22%

Countries Breakdown

Country
Total

🇺🇸 United States
58.29%
🇬🇧 United Kingdom
0.7%

Dividends

Dividend Yield

0.24%

9 out of 22 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GAW.L (3.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AAPL	0.06%	0.31%	$0.97
NVDA	0.03%	0.24%	$0.02
EBAY	0.03%	1.03%	$1.04
META	0.03%	0.3%	$1
EBAY.RTH	0.03%	0.78%	$0.94
GAW.L	0.02%	3.35%	$5.5
MSFT	0.02%	0.71%	$3
FCFS	0.01%	0.78%	$1.4
ISF.L	0%	0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
FCFS	Ex-Dividend	Nov 14, 2026	$0.42
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
EBAY	Ex-Dividend	Nov 28, 2026	$0.31
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
META	Ex-Dividend	Dec 21, 2026	$0.53

Performance Metrics

Score 3.6/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.23

-5

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.23

-5

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

33.31

High:

BRK.B.RTH

98.33

Low:

FICO

19.93

Details

PEG Ratio

0.96

High:

GAW.L

5.56

Low:

NVDA

0.24

Details

Price/Book

20.89

High:

AAPL

46.13

Low:

FICO

-4

Details

Price/Sales

12.45

High:

NVDA

19.15

Low:

FCFS

2.26

Details

Price/CF

26.24

High:

NVDA

37.39

Low:

EBAY.RTH

9.67

Details

Price/FCF

38.67

High:

GAW.L

84.29

Low:

EBAY.RTH

16.11

Details

P/E Ratio

33.31

High:

BRK.B.RTH

98.33

Low:

FICO

19.93

Details

PEG Ratio

0.96

High:

GAW.L

5.56

Low:

NVDA

0.24

Details

Price/Book

20.89

High:

AAPL

46.13

Low:

FICO

-4

Details

Price/Sales

12.45

High:

NVDA

19.15

Low:

FCFS

2.26

Details

Price/CF

26.24

High:

NVDA

37.39

Low:

EBAY.RTH

9.67

Details

Price/FCF

38.67

High:

GAW.L

84.29

Low:

EBAY.RTH

16.11

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.74%	Jan 2022	Jul 2024	30
-8.69%	Feb 2026	May 2026	3
-6.07%	Jun 2026	Sep 2026	3
-5.32%	Sep 2021	Dec 2021	3
-4.68%	Mar 2025	Jun 2025	3
-1.78%	Apr 2021	Jun 2021	2
-0.9%	Oct 2024	Nov 2024	1
-0.64%	Nov 2025	Dec 2025	1
-0.21%	Jan 2025	Feb 2025	1
-0.01%	Oct 2026	-	1

Monthly Performance

Portfolio of UKvalueInvestor on eToro

UKvalueInvestor

🇬🇧 Stock and ETF Value Investor.

4 copiers.

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

Summary

-0.01%

This Month

+6.67%

Year To Date

+32.19%

2 Years

+51.74%

5 Years

+79.8%

10 Years

+10.12%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
32.83%
🧩 Miscellaneous
17.23%
📊 ETFs
13.53%
🖥️ Technology Services
11.97%
🛍️ Retail Trade
6.77%
💵 Cash
5.84%
💼 Commercial Services
3.52%
🪙 Cryptocurrencies
3.22%
💰 Finance
3.2%
❓ Other
2.14%
🚗 Consumer Durables
0.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.69%
🇺🇸 NYSE
16.76%
🇬🇧 LSE
13.21%
Regular Trading Hours - RTH
7.22%
🇩🇪 Xetra ETFs
5.01%
🌍 Digital Currency
3.22%

Countries Breakdown

Country
Total

🇺🇸 United States
58.29%
🇬🇧 United Kingdom
0.7%

Dividends

Dividend Yield

0.24%

9 out of 22 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GAW.L (3.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AAPL	0.06%	0.31%	$0.97
NVDA	0.03%	0.24%	$0.02
EBAY	0.03%	1.03%	$1.04
META	0.03%	0.3%	$1
EBAY.RTH	0.03%	0.78%	$0.94
GAW.L	0.02%	3.35%	$5.5
MSFT	0.02%	0.71%	$3
FCFS	0.01%	0.78%	$1.4
ISF.L	0%	0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
FCFS	Ex-Dividend	Nov 14, 2026	$0.42
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
EBAY	Ex-Dividend	Nov 28, 2026	$0.31
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
META	Ex-Dividend	Dec 21, 2026	$0.53

Performance Metrics

Score 3.6/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.23

-5

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

0.31

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.44

0.5

1.5

Sortino Ratio

0.64

Jensen's Alpha

-4.23

-5

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.68

0.75

1.25

Information Ratio

-0.32

-1

0.3

0.6

Calmar Ratio

84.29

Low:

EBAY.RTH

16.11

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.74%	Jan 2022	Jul 2024	30
-8.69%	Feb 2026	May 2026	3
-6.07%	Jun 2026	Sep 2026	3
-5.32%	Sep 2021	Dec 2021	3
-4.68%	Mar 2025	Jun 2025	3
-1.78%	Apr 2021	Jun 2021	2
-0.9%	Oct 2024	Nov 2024	1
-0.64%	Nov 2025	Dec 2025	1
-0.21%	Jan 2025	Feb 2025	1
-0.01%	Oct 2026	-	1