Portfolio of ValueBuddy on eToro

ValueBuddy

🇬🇧 Stock Value Investor.

631 copiers.

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

Summary

+1.4%

This Month

+39.1%

Year To Date

+89.59%

2 Years

+109.48%

5 Years

+109.48%

10 Years

+27.95%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
52.52%
📡 Communications
13.31%
🚚 Transportation
10.45%
🧬 Health Technology
5.98%
💇‍♀️ Consumer Services
5.17%
🛠️ Producer Manufacturing
4.43%
🚗 Consumer Durables
4.18%
🖥️ Technology Services
3.1%
💵 Cash
1.11%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
99.15%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
99.15%

Dividends

Dividend Yield

4.96%

15 out of 15 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $TW.L (9.56%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PHNX.L	0.59%	8.44%	$0.53
MNG.L	0.51%	7.97%	$0.2
LGEN.L	0.45%	8.97%	$0.2
NWG.L	0.44%	4.73%	$0.17
TW.L	0.4%	9.56%	$0.1
HSBA.L	0.38%	5.04%	$0.49
ITV.L	0.32%	6.18%	$0.05
LLOY.L	0.3%	4.04%	$0.03
BT.L	0.29%	3.97%	$0.08
VOD.L	0.25%	4.31%	$0.08
GSK.L	0.25%	4.2%	$0.59
BARC.L	0.22%	2.24%	$0.08
IAG.L	0.2%	1.88%	-
MONY.L	0.19%	6.23%	$0.12
GEN.L	0.16%	3.67%	$0.12

Next Dividends

Stock	Type	Date	Pay Per Share
BARC.L	Pay Day	Sep 16, 2025	$0.04
PHNX.L	Ex-Dividend	Sep 25, 2025	$0.37
HSBA.L	Pay Day	Sep 26, 2025	$0.10
LGEN.L	Pay Day	Sep 26, 2025	$0.08
GEN.L	Pay Day	Oct 1, 2025	$0.06
GSK.L	Pay Day	Oct 9, 2025	$0.21
ITV.L	Ex-Dividend	Oct 16, 2025	$0.02
MNG.L	Pay Day	Oct 17, 2025	$0.09
PHNX.L	Pay Day	Oct 30, 2025	$0.37
ITV.L	Pay Day	Nov 25, 2025	$0.02

Performance Metrics

Score 7.9/10

Beta

0.61

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

2.11

Jensen's Alpha

13.19

-2

Omega Ratio

1.44

1.5

2.5

Treynor Ratio

2.61

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

2.39

0.3

0.6

Beta

0.61

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

2.11

Jensen's Alpha

13.19

-2

Omega Ratio

1.44

1.5

2.5

Treynor Ratio

2.61

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

2.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

13.57

High:

LGEN.L

60.13

Low:

MNG.L

-103.17

Details

PEG Ratio

34.94

High:

MONY.L

158.87

Low:

PHNX.L

-38.62

Details

Price/Book

1.32

High:

PHNX.L

8.41

Low:

VOD.L

0.5

Details

Price/Sales

1.32

High:

MONY.L

2.45

Low:

PHNX.L

0.3

Details

Price/CF

3.94

High:

TW.L

48.45

Low:

VOD.L

1.59

Details

Price/FCF

6.97

High:

TW.L

275.31

Low:

PHNX.L

2.63

Details