JUNE
+2.17%
YEAR TO DATE
+1.16%
1 YEAR
+4.25%
5 YEARS
+70.32%
ANNUALIZED RETURN
+22.1%
TRACK RECORD
2.7 years
About ValueGurus
Value investing is the discipline of buying securities at a significant discount from their current underlying values and holding them until more of their value is realized. The element of a bargain is the key to the process.” - Seth Klarman.
Following the principles of Value Investing, eToro’s Value Gurus Smart Portfolio allocates in 10 stocks, based on eToro’s asset universe, of companies that are the top picks of the aggregated portfolio of identified, well known Value Investors (see more details in the methodology).
The portfolio is updated quarterly based on the latest SEC filings of each fund selected. It offers exposure to a broad range of sectors and is intended for long term investment.
The minimum investment amount for this portfolio is $500.
Following the principles of Value Investing, eToro’s Value Gurus Smart Portfolio allocates in 10 stocks, based on eToro’s asset universe, of companies that are the top picks of the aggregated portfolio of identified, well known Value Investors (see more details in the methodology).
The portfolio is updated quarterly based on the latest SEC filings of each fund selected. It offers exposure to a broad range of sectors and is intended for long term investment.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
1,570
Assets Under Copy
$2M-$5M
Risk Score
5
Type
Smart Portfolio
Copiers
1,570
Assets Under Copy
$2M-$5M
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.33% | Feb 2025 | - | 5 |
-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 |
Performance Metrics
Score 7.4/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
5.97
5.97
-2
0
2
6
6
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
2.75
2.75
0
0.3
0.6
3
3
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
5.97
5.97
-2
0
2
6
6
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
2.75
2.75
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- đź’° Finance39.48%
- 🖥️ Technology Services31.72%
- đźš— Consumer Durables9.96%
- 🏥 Health Services9.6%
- 🛍️ Retail Trade9.1%
- đź’µ Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE67.08%
- 🇺🇸 Nasdaq32.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.75%
- 🇨🇳 China9.1%
Dividends
Dividend Yield
0.75%
9 out of 10 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ELV (1.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ELV | 0.18% | 1.92% | $6.22 |
 LEN | 0.18% | 1.82% | $1.75 |
 BABA | 0.09% | 0.95% | $0.98 |
 V | 0.06% | 0.64% | $2.01 |
 CRM | 0.06% | 0.6% | $0.4 |
 MA | 0.05% | 0.52% | $2.46 |
 IBKR | 0.05% | 0.46% | $0.55 |
 GOOG | 0.05% | 0.45% | $0.2 |
 META | 0.03% | 0.29% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Ex-Dividend | Jul 9, 2025 | $0.76 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
LEN | Pay Day | Jul 18, 2025 | $0.50 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results