Portfolio of ValueBuddy on eToro

ValueBuddy

🇬🇧 Stock Value Investor.

496 copiers.

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

Summary

+2.84%

This Month

+6.31%

Year To Date

+82.12%

2 Years

+147.17%

5 Years

+147.17%

10 Years

+27.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
54.32%
📡 Communications
11.45%
🚚 Transportation
8.73%
🧬 Health Technology
6.85%
🍞 Consumer Non Durables
5.06%
🛠️ Producer Manufacturing
3.96%
🚗 Consumer Durables
3.51%
💇‍♀️ Consumer Services
3.5%
🖥️ Technology Services
2.5%
💵 Cash
0.15%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
99.88%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
99.88%

Dividends

Dividend Yield

4.8%

17 out of 17 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $TW.L (11.96%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.46%	8.03%	$0.2
SDLF.L	0.44%	7.29%	$0.53
NWG.L	0.43%	5.41%	$0.17
TW.L	0.42%	11.96%	$0.1
MNG.L	0.37%	6.52%	$0.2
ADM.L	0.32%	6.19%	$1.03
HSBA.L	0.31%	4.11%	$0.49
LLOY.L	0.25%	3.64%	$0.03
GSK.L	0.24%	3.5%	$0.59
VOD.L	0.24%	3.63%	$0.08
DGE.L	0.21%	4.2%	$0.81
ITV.L	0.21%	6%	$0.05
GEN.L	0.2%	5.03%	$0.12
BT.L	0.2%	4.08%	$0.08
MONY.L	0.17%	6.9%	$0.12
BARC.L	0.17%	1.87%	$0.08
IAG.L	0.14%	1.66%	-

Next Dividends

Stock	Type	Date	Pay Per Share
HSBA.L	Pay Day	Jun 26, 2026	$0.10
GSK.L	Pay Day	Jul 9, 2026	$0.23
VOD.L	Pay Day	Jul 30, 2026	$0.03

Performance Metrics

Score 7.8/10

Beta

0.67

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.81

Jensen's Alpha

11.53

-2

Omega Ratio

1.38

1.5

2.5

Treynor Ratio

2.34

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

1.95

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.81

Jensen's Alpha

11.53

-2

Omega Ratio

1.38

1.5

2.5

Treynor Ratio

2.34

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

1.95

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

13.56

High:

LGEN.L

32.64

Low:

VOD.L

-63.9

Details

PEG Ratio

115.46

High:

BT.L

1,101.33

Low:

VOD.L

-72.84

Details

Price/Book

1.58

High:

SDLF.L

31.13

Low:

VOD.L

0.58

Details

Price/Sales

1.54

High:

LLOY.L

2.97

Low:

SDLF.L

0.2

Details

Price/CF

4.31

High:

TW.L

26.25

Low:

SDLF.L

1.92

Details

Price/FCF

7.26

High:

TW.L

275.31

Low:

SDLF.L

2.24

Details

P/E Ratio

13.56

High:

LGEN.L

32.64

Low:

VOD.L

-63.9

Details

PEG Ratio

115.46

High:

BT.L

1,101.33

Low:

VOD.L

-72.84

Details

Price/Book

1.58

High:

SDLF.L

31.13

Low:

VOD.L

0.58

Details

Price/Sales

1.54

High:

LLOY.L

2.97

Low:

SDLF.L

0.2

Details

Price/CF

4.31

High:

TW.L

26.25

Low:

SDLF.L

1.92

Details

Price/FCF

7.26

High:

TW.L

275.31

Low:

SDLF.L

2.24

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.09%	Mar 2026	Jun 2026	3
-10.18%	Jun 2022	Nov 2022	5
-7.3%	Oct 2023	Nov 2023	1
-6.69%	May 2023	Sep 2023	4
-6.27%	Oct 2024	Jan 2025	3
-4.77%	Feb 2023	Apr 2023	2
-2.7%	Jan 2024	Mar 2024	2
-1.92%	Jun 2024	Jul 2024	1
-1.75%	Apr 2024	May 2024	1
-0.68%	Mar 2025	Apr 2025	1
-0.36%	Jul 2025	Aug 2025	1

Monthly Performance

Portfolio of ValueBuddy on eToro

ValueBuddy

🇬🇧 Stock Value Investor.

496 copiers.

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

Summary

+2.84%

This Month

+6.31%

Year To Date

+82.12%

2 Years

+147.17%

5 Years

+147.17%

10 Years

+27.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
54.32%
📡 Communications
11.45%
🚚 Transportation
8.73%
🧬 Health Technology
6.85%
🍞 Consumer Non Durables
5.06%
🛠️ Producer Manufacturing
3.96%
🚗 Consumer Durables
3.51%
💇‍♀️ Consumer Services
3.5%
🖥️ Technology Services
2.5%
💵 Cash
0.15%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
99.88%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
99.88%

Dividends

Dividend Yield

4.8%

17 out of 17 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $TW.L (11.96%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LGEN.L	0.46%	8.03%	$0.2
SDLF.L	0.44%	7.29%	$0.53
NWG.L	0.43%	5.41%	$0.17
TW.L	0.42%	11.96%	$0.1
MNG.L	0.37%	6.52%	$0.2
ADM.L	0.32%	6.19%	$1.03
HSBA.L	0.31%	4.11%	$0.49
LLOY.L	0.25%	3.64%	$0.03
GSK.L	0.24%	3.5%	$0.59
VOD.L	0.24%	3.63%	$0.08
DGE.L	0.21%	4.2%	$0.81
ITV.L	0.21%	6%	$0.05
GEN.L	0.2%	5.03%	$0.12
BT.L	0.2%	4.08%	$0.08
MONY.L	0.17%	6.9%	$0.12
BARC.L	0.17%	1.87%	$0.08
IAG.L	0.14%	1.66%	-

Next Dividends

Stock	Type	Date	Pay Per Share
HSBA.L	Pay Day	Jun 26, 2026	$0.10
GSK.L	Pay Day	Jul 9, 2026	$0.23
VOD.L	Pay Day	Jul 30, 2026	$0.03

Performance Metrics

Score 7.8/10

Beta

0.67

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.81

Jensen's Alpha

11.53

-2

Omega Ratio

1.38

1.5

2.5

Treynor Ratio

2.34

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

1.95

0.3

0.6

Beta

0.67

0.8

1.2

Sharpe Ratio

1.07

0.5

Sortino Ratio

1.81

Jensen's Alpha

11.53

-2

Omega Ratio

1.38

1.5

2.5

Treynor Ratio

2.34

0.75

1.25

Information Ratio

0.47

0.3

0.6

Calmar Ratio

1.95

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

13.56

High:

LGEN.L

32.64

Low:

VOD.L

-63.9

Details

PEG Ratio

115.46

High:

BT.L

1,101.33

Low:

VOD.L

-72.84

Details

Price/Book

1.58

High:

SDLF.L

31.13

Low:

VOD.L

0.58

Details

Price/Sales

1.54

High:

LLOY.L

2.97

Low:

SDLF.L

0.2

Details

Price/CF

4.31

High:

TW.L

26.25

Low:

SDLF.L

1.92

Details

Price/FCF

7.26

High:

TW.L

275.31

Low:

SDLF.L

2.24

Details

P/E Ratio

13.56

High:

LGEN.L

32.64

Low:

VOD.L

-63.9

Details

PEG Ratio

115.46

High:

BT.L

1,101.33

Low:

VOD.L

-72.84

Details

Price/Book

1.58

High:

SDLF.L

31.13

Low:

VOD.L

0.58

Details

Price/Sales

1.54

High:

LLOY.L

2.97

Low:

SDLF.L

0.2

Details

Price/CF

4.31

High:

TW.L

26.25

Low:

SDLF.L

1.92

Details

Price/FCF

7.26

High:

TW.L

275.31

Low:

SDLF.L

2.24

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.09%	Mar 2026	Jun 2026	3
-10.18%	Jun 2022	Nov 2022	5
-7.3%	Oct 2023	Nov 2023	1
-6.69%	May 2023	Sep 2023	4
-6.27%	Oct 2024	Jan 2025	3
-4.77%	Feb 2023	Apr 2023	2
-2.7%	Jan 2024	Mar 2024	2
-1.92%	Jun 2024	Jul 2024	1
-1.75%	Apr 2024	May 2024	1
-0.68%	Mar 2025	Apr 2025	1
-0.36%	Jul 2025	Aug 2025	1