Portfolio of Valueresort on eToro

Valueresort

🇲🇽 Stock Value Investor.

480 copiers.

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

Summary

+0.44%

This Month

+1.19%

Year To Date

+49.53%

2 Years

+748.22%

5 Years

+748.22%

10 Years

+60.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

❓ Other
38.13%
🛍️ Retail Trade
21.45%
📡 Communications
20.26%
💻 Electronic Technology
19.47%
🖥️ Technology Services
0.7%

Exchanges Breakdown

Exchange
Total

Regular Trading Hours - RTH
79.84%
🇺🇸 Nasdaq
20.16%

Countries Breakdown

Country
Total

🇺🇸 United States
61.87%

Dividends

Dividend Yield

0.77%

6 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WMT.RTH (1.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WMT.RTH	0.39%	1.83%	$2.28
TMUS.RTH	0.36%	1.79%	-
NVDA	0%	0.02%	$0.02
MSFT	0%	0.98%	$3
AVGO	0%	0.81%	$19.7
META	0%	0.37%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8.4/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

2.56

Jensen's Alpha

118.18

-2

119

Omega Ratio

2.58

1.5

Treynor Ratio

7.62

0.75

1.25

Information Ratio

0.73

0.3

0.6

Calmar Ratio

1.23

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

2.56

Jensen's Alpha

118.18

-2

119

Omega Ratio

2.58

1.5

Treynor Ratio

7.62

0.75

1.25

Information Ratio

0.73

0.3

0.6

Calmar Ratio

1.23

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.45

High:

AVGO

61.15

Low:

TMUS.RTH

19.84

Details

PEG Ratio

83.72

High:

TMUS.RTH

112.31

Low:

AVGO

41.97

Details

Price/Book

16.14

High:

NVDA

27.16

Low:

TMUS.RTH

3.82

Details

Price/Sales

5.03

High:

AVGO

22.44

Low:

WMT.RTH

0.67

Details

Price/CF

30.42

High:

AVGO

54.55

Low:

TMUS.RTH

10.05

Details

Price/FCF

48.02

High:

AVGO

92.76

Low:

TMUS.RTH

20.51

Details

P/E Ratio

34.45

High:

AVGO

61.15

Low:

TMUS.RTH

19.84

Details

PEG Ratio

83.72

High:

TMUS.RTH

112.31

Low:

AVGO

41.97

Details

Price/Book

16.14

High:

NVDA

27.16

Low:

TMUS.RTH

3.82

Details

Price/Sales

5.03

High:

AVGO

22.44

Low:

WMT.RTH

0.67

Details

Price/CF

30.42

High:

AVGO

54.55

Low:

TMUS.RTH

10.05

Details

Price/FCF

48.02

High:

AVGO

92.76

Low:

TMUS.RTH

20.51

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-52.9%	Mar 2022	Jan 2023	10
-34.52%	Aug 2023	May 2024	9
-8.64%	Mar 2023	May 2023	2
-4.96%	Dec 2024	Aug 2025	8
-3.84%	Mar 2026	-	2
-0.3%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of Valueresort on eToro

Valueresort

🇲🇽 Stock Value Investor.

480 copiers.

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

Summary

+0.44%

This Month

+1.19%

Year To Date

+49.53%

2 Years

+748.22%

5 Years

+748.22%

10 Years

+60.82%

Annualized

Diversification

Sectors Breakdown

Sector
Total

❓ Other
38.13%
🛍️ Retail Trade
21.45%
📡 Communications
20.26%
💻 Electronic Technology
19.47%
🖥️ Technology Services
0.7%

Exchanges Breakdown

Exchange
Total

Regular Trading Hours - RTH
79.84%
🇺🇸 Nasdaq
20.16%

Countries Breakdown

Country
Total

🇺🇸 United States
61.87%

Dividends

Dividend Yield

0.77%

6 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WMT.RTH (1.83%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WMT.RTH	0.39%	1.83%	$2.28
TMUS.RTH	0.36%	1.79%	-
NVDA	0%	0.02%	$0.02
MSFT	0%	0.98%	$3
AVGO	0%	0.81%	$19.7
META	0%	0.37%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8.4/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

2.56

Jensen's Alpha

118.18

-2

119

Omega Ratio

2.58

1.5

Treynor Ratio

7.62

0.75

1.25

Information Ratio

0.73

0.3

0.6

Calmar Ratio

1.23

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.79

0.5

1.5

Sortino Ratio

2.56

Jensen's Alpha

118.18

-2

119

Omega Ratio

2.58

1.5

Treynor Ratio

7.62

0.75

1.25

Information Ratio

0.73

0.3

0.6

Calmar Ratio

1.23

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.45

High:

AVGO

61.15

Low:

TMUS.RTH

19.84

Details

PEG Ratio

83.72

High:

TMUS.RTH

112.31

Low:

AVGO

41.97

Details

Price/Book

16.14

High:

NVDA

27.16

Low:

TMUS.RTH

3.82

Details

Price/Sales

5.03

High:

AVGO

22.44

Low:

WMT.RTH

0.67

Details

Price/CF

30.42

High:

AVGO

54.55

Low:

TMUS.RTH

10.05

Details

Price/FCF

48.02

High:

AVGO

92.76

Low:

TMUS.RTH

20.51

Details

P/E Ratio

34.45

High:

AVGO

61.15

Low:

TMUS.RTH

19.84

Details

PEG Ratio

83.72

High:

TMUS.RTH

112.31

Low:

AVGO

41.97

Details

Price/Book

16.14

High:

NVDA

27.16

Low:

TMUS.RTH

3.82

Details

Price/Sales

5.03

High:

AVGO

22.44

Low:

WMT.RTH

0.67

Details

Price/CF

30.42

High:

AVGO

54.55

Low:

TMUS.RTH

10.05

Details

Price/FCF

48.02

High:

AVGO

92.76

Low:

TMUS.RTH

20.51

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-52.9%	Mar 2022	Jan 2023	10
-34.52%	Aug 2023	May 2024	9
-8.64%	Mar 2023	May 2023	2
-4.96%	Dec 2024	Aug 2025	8
-3.84%	Mar 2026	-	2
-0.3%	Oct 2024	Nov 2024	1