Portfolio of ValueGurus on eToro

ValueGurus

🇬🇧 Stock Value Smart Portfolio.

1,165 copiers.

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

Summary

+0.81%

This Month

+0.81%

Year To Date

+30.96%

2 Years

+87.79%

5 Years

+87.79%

10 Years

+22.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
46.82%
🖥️ Technology Services
11.87%
🍞 Consumer Non Durables
10.66%
🏥 Health Services
10.65%
🛍️ Retail Trade
10.11%
🚗 Consumer Durables
8.81%
💵 Cash
1.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.97%
🇺🇸 Nasdaq
31.95%

Countries Breakdown

Country
Total

🇺🇸 United States
78.63%
🇨🇦 Canada
20.29%

Dividends

Dividend Yield

0.75%

8 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ELV (1.86%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ELV	0.2%	1.86%	$6.22
LEN	0.15%	1.76%	$1.75
GIL	0.15%	1.44%	$0.79
V	0.07%	0.75%	$2.01
MA	0.05%	0.59%	$2.46
BN.US	0.05%	0.53%	$0.3
IBKR	0.04%	0.43%	-
GOOG	0.03%	0.26%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.3/10

Beta

0.9

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

2.61

Jensen's Alpha

4.4

-2

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

2.68

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

2.61

Jensen's Alpha

4.4

-2

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

2.68

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.82

High:

BN.US

122.8

Low:

LEN

14.41

Details

PEG Ratio

339.46

High:

1,166.53

Low:

AMZN

64.36

Details

Price/Book

5.71

High:

60.55

Low:

LEN

1.3

Details

Price/Sales

4.98

High:

15.84

Low:

ELV

0.42

Details

Price/CF

19.19

High:

LEN

36.61

Low:

IBKR

1.13

Details

Price/FCF

49.94

High:

LEN

315.87

Low:

IBKR

1.13

Details

P/E Ratio

28.82

High:

BN.US

122.8

Low:

LEN

14.41

Details

PEG Ratio

339.46

High:

1,166.53

Low:

AMZN

64.36

Details

Price/Book

5.71

High:

60.55

Low:

LEN

1.3

Details

Price/Sales

4.98

High:

15.84

Low:

ELV

0.42

Details

Price/CF

19.19

High:

LEN

36.61

Low:

IBKR

1.13

Details

Price/FCF

49.94

High:

LEN

315.87

Low:

IBKR

1.13

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.33%	Feb 2025	Aug 2025	6
-8.13%	Sep 2023	Nov 2023	2
-4.72%	Feb 2023	Jun 2023	4
-3.32%	Dec 2024	Jan 2025	1
-2.73%	Oct 2024	Nov 2024	1
-2.65%	Apr 2024	May 2024	1
-0.66%	Dec 2025	Jan 2026	1

Monthly Performance

Portfolio of ValueGurus on eToro

ValueGurus

🇬🇧 Stock Value Smart Portfolio.

1,165 copiers.

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

Summary

+0.81%

This Month

+0.81%

Year To Date

+30.96%

2 Years

+87.79%

5 Years

+87.79%

10 Years

+22.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
46.82%
🖥️ Technology Services
11.87%
🍞 Consumer Non Durables
10.66%
🏥 Health Services
10.65%
🛍️ Retail Trade
10.11%
🚗 Consumer Durables
8.81%
💵 Cash
1.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.97%
🇺🇸 Nasdaq
31.95%

Countries Breakdown

Country
Total

🇺🇸 United States
78.63%
🇨🇦 Canada
20.29%

Dividends

Dividend Yield

0.75%

8 out of 10 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ELV (1.86%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ELV	0.2%	1.86%	$6.22
LEN	0.15%	1.76%	$1.75
GIL	0.15%	1.44%	$0.79
V	0.07%	0.75%	$2.01
MA	0.05%	0.59%	$2.46
BN.US	0.05%	0.53%	$0.3
IBKR	0.04%	0.43%	-
GOOG	0.03%	0.26%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.3/10

Beta

0.9

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

2.61

Jensen's Alpha

4.4

-2

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

2.68

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

2.61

Jensen's Alpha

4.4

-2

Omega Ratio

1.26

1.5

2.5

Treynor Ratio

1.54

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

2.68

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.82

High:

BN.US

122.8

Low:

LEN

14.41

Details

PEG Ratio

339.46

High:

1,166.53

Low:

AMZN

64.36

Details

Price/Book

5.71

High:

60.55

Low:

LEN

1.3

Details

Price/Sales

4.98

High:

15.84

Low:

ELV

0.42

Details

Price/CF

19.19

High:

LEN

36.61

Low:

IBKR

1.13

Details

Price/FCF

49.94

High:

LEN

315.87

Low:

IBKR

1.13

Details

P/E Ratio

28.82

High:

BN.US

122.8

Low:

LEN

14.41

Details

PEG Ratio

339.46

High:

1,166.53

Low:

AMZN

64.36

Details

Price/Book

5.71

High:

60.55

Low:

LEN

1.3

Details

Price/Sales

4.98

High:

15.84

Low:

ELV

0.42

Details

Price/CF

19.19

High:

LEN

36.61

Low:

IBKR

1.13

Details

Price/FCF

49.94

High:

LEN

315.87

Low:

IBKR

1.13

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.33%	Feb 2025	Aug 2025	6
-8.13%	Sep 2023	Nov 2023	2
-4.72%	Feb 2023	Jun 2023	4
-3.32%	Dec 2024	Jan 2025	1
-2.73%	Oct 2024	Nov 2024	1
-2.65%	Apr 2024	May 2024	1
-0.66%	Dec 2025	Jan 2026	1