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

+4.45%

This Month

+4.23%

Year To Date

+36.35%

2 Years

+50.75%

5 Years

+75.68%

10 Years

+10.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
32.75%
🧩 Miscellaneous
17.61%
🖥️ Technology Services
11.51%
📊 ETFs
11.37%
💵 Cash
7.57%
🛍️ Retail Trade
6.9%
💼 Commercial Services
6.08%
💰 Finance
3.35%
🪙 Cryptocurrencies
1.99%
❓ Other
1.1%
🚗 Consumer Durables
0.94%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.32%
🇺🇸 NYSE
18.19%
🇬🇧 LSE
13.09%
Regular Trading Hours - RTH
6.29%
🇩🇪 Xetra ETFs
4.71%
🌍 Digital Currency
1.99%

Countries Breakdown

Country
Total

🇺🇸 United States
60.59%
🇬🇧 United Kingdom
0.94%

Dividends

Dividend Yield

0.23%

9 out of 21 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GAW.L (2.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AAPL	0.06%	0.32%	$0.97
EBAY	0.04%	1.08%	$1.04
META	0.03%	0.34%	$1
EBAY.RTH	0.03%	0.85%	$0.94
GAW.L	0.02%	2.16%	$5.5
MSFT	0.02%	0.94%	$3
NVDA	0.02%	0.13%	$0.02
FCFS	0.01%	0.8%	$1.4
ISF.L	0%	0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.5/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.6

Jensen's Alpha

-4.64

-5

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

-0.37

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.6

Jensen's Alpha

-4.64

-5

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

-0.37

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.21

High:

BRK.B.RTH

98.33

Low:

MSFT

22.94

Details

PEG Ratio

161.27

High:

EBAY

452.14

Low:

NVDA

29.49

Details

Price/Book

21.25

High:

AAPL

45.14

Low:

FICO

-13.87

Details

Price/Sales

12.08

High:

NVDA

20.3

Low:

BRK.B.RTH

2.35

Details

Price/CF

26.22

High:

NVDA

40.43

Low:

EBAY.RTH

9.67

Details

Price/FCF

36.28

High:

GAW.L

89.33

Low:

EBAY.RTH

16.11

Details

P/E Ratio

34.21

High:

BRK.B.RTH

98.33

Low:

MSFT

22.94

Details

PEG Ratio

161.27

High:

EBAY

452.14

Low:

NVDA

29.49

Details

Price/Book

21.25

High:

AAPL

45.14

Low:

FICO

-13.87

Details

Price/Sales

12.08

High:

NVDA

20.3

Low:

BRK.B.RTH

2.35

Details

Price/CF

26.22

High:

NVDA

40.43

Low:

EBAY.RTH

9.67

Details

Price/FCF

36.28

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
-8.69%	Feb 2026	May 2026	3
-6.07%	Jun 2026	-	2
-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

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

+4.45%

This Month

+4.23%

Year To Date

+36.35%

2 Years

+50.75%

5 Years

+75.68%

10 Years

+10.14%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
32.75%
🧩 Miscellaneous
17.61%
🖥️ Technology Services
11.51%
📊 ETFs
11.37%
💵 Cash
7.57%
🛍️ Retail Trade
6.9%
💼 Commercial Services
6.08%
💰 Finance
3.35%
🪙 Cryptocurrencies
1.99%
❓ Other
1.1%
🚗 Consumer Durables
0.94%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.32%
🇺🇸 NYSE
18.19%
🇬🇧 LSE
13.09%
Regular Trading Hours - RTH
6.29%
🇩🇪 Xetra ETFs
4.71%
🌍 Digital Currency
1.99%

Countries Breakdown

Country
Total

🇺🇸 United States
60.59%
🇬🇧 United Kingdom
0.94%

Dividends

Dividend Yield

0.23%

9 out of 21 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GAW.L (2.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
AAPL	0.06%	0.32%	$0.97
EBAY	0.04%	1.08%	$1.04
META	0.03%	0.34%	$1
EBAY.RTH	0.03%	0.85%	$0.94
GAW.L	0.02%	2.16%	$5.5
MSFT	0.02%	0.94%	$3
NVDA	0.02%	0.13%	$0.02
FCFS	0.01%	0.8%	$1.4
ISF.L	0%	0.03%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.5/10

Beta

1.05

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.6

Jensen's Alpha

-4.64

-5

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

-0.37

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

1.05

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.6

Jensen's Alpha

-4.64

-5

4.5

Omega Ratio

0.74

1.5

2.5

Treynor Ratio

0.65

0.75

1.25

Information Ratio

-0.37

-1

0.3

0.6

Calmar Ratio

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	-	2
-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