Portfolio of UKvalueInvestor on eToro

UKvalueInvestor

🇬🇧 Stock and ETF Value 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

-0.31%

This Month

-0.1%

Year To Date

+48.34%

2 Years

+51.31%

5 Years

+68.37%

10 Years

+9.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
31.39%
💻 Electronic Technology
30.6%
🖥️ Technology Services
11.9%
💵 Cash
8.59%
💼 Commercial Services
7.37%
🛍️ Retail Trade
5.99%
💰 Finance
1.66%
🪙 Cryptocurrencies
1.49%
❓ Other
1.25%
🚗 Consumer Durables
0.91%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.1%
🇺🇸 NYSE
24.14%
🇬🇧 LSE
11.85%
Regular Trading Hours - RTH
4.29%
🇩🇪 Xetra ETFs
3.69%
🌍 Digital Currency
1.49%

Countries Breakdown

Country
Total

🇺🇸 United States
57.52%
🇬🇧 United Kingdom
0.91%

Dividends

Dividend Yield

0.23%

8 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GAW.L (2.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AAPL	0.07%	0.38%	$0.97
EBAY	0.04%	1.41%	$1.04
META	0.04%	0.32%	$1
EBAY.RTH	0.03%	1.1%	$0.94
GAW.L	0.03%	2.78%	$5.5
FCFS	0.01%	0.88%	$1.4
MSFT	0.01%	0.87%	$3
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.7/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.7

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.7

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

37.63

High:

NVDA

48.44

Low:

EBAY

19.65

Details

PEG Ratio

126.6

High:

FICO

206.49

Low:

EBAY.RTH

32.7

Details

Price/Book

26.25

High:

AAPL

45.72

Low:

FICO

-17.1

Details

Price/Sales

12.28

High:

NVDA

25.58

Low:

FCFS

2.25

Details

Price/CF

31.58

High:

NVDA

54.84

Low:

EBAY.RTH

9.67

Details

Price/FCF

45.19

High:

GAW.L

89.33

Low:

EBAY.RTH

16.11

Details

P/E Ratio

37.63

High:

NVDA

48.44

Low:

EBAY

19.65

Details

PEG Ratio

126.6

High:

FICO

206.49

Low:

EBAY.RTH

32.7

Details

Price/Book

26.25

High:

AAPL

45.72

Low:

FICO

-17.1

Details

Price/Sales

12.28

High:

NVDA

25.58

Low:

FCFS

2.25

Details

Price/CF

31.58

High:

NVDA

54.84

Low:

EBAY.RTH

9.67

Details

Price/FCF

45.19

High:

GAW.L

89.33

Low:

EBAY.RTH

16.11

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.74%	Jan 2022	Jul 2024	30
-5.32%	Sep 2021	Dec 2021	3
-4.68%	Mar 2025	Jun 2025	3
-1.78%	Apr 2021	Jun 2021	2
-1.35%	Feb 2026	-	2
-0.9%	Oct 2024	Nov 2024	1
-0.64%	Nov 2025	Dec 2025	1
-0.21%	Jan 2025	Feb 2025	1

Monthly Performance

Portfolio of UKvalueInvestor on eToro

UKvalueInvestor

🇬🇧 Stock and ETF Value 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

-0.31%

This Month

-0.1%

Year To Date

+48.34%

2 Years

+51.31%

5 Years

+68.37%

10 Years

+9.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
31.39%
💻 Electronic Technology
30.6%
🖥️ Technology Services
11.9%
💵 Cash
8.59%
💼 Commercial Services
7.37%
🛍️ Retail Trade
5.99%
💰 Finance
1.66%
🪙 Cryptocurrencies
1.49%
❓ Other
1.25%
🚗 Consumer Durables
0.91%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
47.1%
🇺🇸 NYSE
24.14%
🇬🇧 LSE
11.85%
Regular Trading Hours - RTH
4.29%
🇩🇪 Xetra ETFs
3.69%
🌍 Digital Currency
1.49%

Countries Breakdown

Country
Total

🇺🇸 United States
57.52%
🇬🇧 United Kingdom
0.91%

Dividends

Dividend Yield

0.23%

8 out of 18 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GAW.L (2.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AAPL	0.07%	0.38%	$0.97
EBAY	0.04%	1.41%	$1.04
META	0.04%	0.32%	$1
EBAY.RTH	0.03%	1.1%	$0.94
GAW.L	0.03%	2.78%	$5.5
FCFS	0.01%	0.88%	$1.4
MSFT	0.01%	0.87%	$3
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.7/10

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.7

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Beta

1.07

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

-3.97

-4

4.5

Omega Ratio

0.79

1.5

2.5

Treynor Ratio

0.7

0.75

1.25

Information Ratio

-0.29

-1

0.3

0.6

Calmar Ratio

89.33

Low:

EBAY.RTH

16.11

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.74%	Jan 2022	Jul 2024	30
-5.32%	Sep 2021	Dec 2021	3
-4.68%	Mar 2025	Jun 2025	3
-1.78%	Apr 2021	Jun 2021	2
-1.35%	Feb 2026	-	2
-0.9%	Oct 2024	Nov 2024	1
-0.64%	Nov 2025	Dec 2025	1
-0.21%	Jan 2025	Feb 2025	1