ValueGurus avatar

ValueGurus
🇬🇧 Stock Value Smart Portfolio.
1,247 copiers.
OCTOBER
+3.51%
YEAR TO DATE
+10.69%
1 YEAR
+7.01%
ALL TIME
+86.37%
ANNUALIZED RETURN
+23.06%
TRACK RECORD
3 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.

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    1,247

    Assets Under Copy

    $2M-$5M

    Risk Score

    4

    Trades

    No trades during this period.

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -8.33%
      		Feb 2025Aug 20256
      -8.13%
      		Sep 2023Nov 20232
      -4.72%
      		Feb 2023Jun 20234
      -3.32%
      		Dec 2024Jan 20251
      -2.73%
      		Oct 2024Nov 20241
      -2.65%
      		Apr 2024May 20241

      Performance Metrics

      Score 7.4/10

      Beta

      0.9
      0.9
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      1.19
      1.19
      0
      0.5
      1
      2
      2

      Sortino Ratio

      2.73
      2.73
      0
      1
      2
      3
      3

      Jensen's Alpha

      4.96
      4.96
      -2
      0
      2
      5
      5

      Omega Ratio

      1.29
      1.29
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.66
      1.66
      0
      0.75
      1.25
      2
      2

      Information Ratio

      0.35
      0.35
      0
      0.3
      0.6
      1
      1

      Calmar Ratio

      2.86
      2.86
      0
      0.3
      0.6
      3
      3

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💰 Finance
        37.22%
      • 🖥️ Technology Services
        22.83%
      • ❓ Other
        10.65%
      • 🛍️ Retail Trade
        10.22%
      • 🍞 Consumer Non Durables
        9.51%
      • 🚗 Consumer Durables
        8.53%
      • 💵 Cash
        1.26%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 NYSE
        65.28%
      • 🇺🇸 Nasdaq
        23.02%
      • Regular Trading Hours - RTH
        10.65%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        68.84%
      • 🇨🇦 Canada
        19.46%

      Dividends

      Dividend Yield

      0.57%

      7 out of 10 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $GIL (1.64%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      GIL
      GIL
      0.16%
      1.64%
      $0.79
      LEN
      LEN
      0.14%
      1.62%
      $1.75
      CRM
      CRM
      0.07%
      0.68%
      $0.4
      V
      V
      0.07%
      0.73%
      $2.01
      BN.US
      BN.US
      0.05%
      0.52%
      $0.3
      MA
      MA
      0.05%
      0.56%
      $2.46
      GOOG
      GOOG
      0.04%
      0.29%
      $0.2

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share

      Portfolio Holdings

      (As of October 31, 2025)

      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