Portfolio of InsuranceWorld on eToro

InsuranceWorld

🇬🇧 Stock Smart Portfolio.

415 copiers.

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

Summary

-1.16%

This Month

+11.86%

Year To Date

+42.24%

2 Years

+52.32%

5 Years

+52.32%

10 Years

+22.38%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
91.41%
🏥 Health Services
6.9%
💵 Cash
2.27%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
63.1%
🇭🇰 Hong Kong Exchanges
20.63%
🇺🇸 Nasdaq
5.13%
🇨🇭 SIX
3.25%
🇩🇪 FRA
3.18%
🇫🇷 Euronext Paris
3.01%

Countries Breakdown

Country
Total

🇺🇸 United States
53.39%
🇨🇳 China
17.29%
🇧🇲 Bermuda
7.13%
🇨🇭 Switzerland
5.81%
🇭🇰 Hong Kong
3.35%
🇩🇪 Germany
3.18%
🇫🇷 France
3.01%
🇬🇧 United Kingdom
2.78%
🇮🇪 Ireland
2.38%

Dividends

Dividend Yield

2.38%

34 out of 35 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $CS.PA (5.43%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
01336.HK	0.25%	4.23%	$0.85
CS.PA	0.16%	5.43%	$1.98
2318.HK	0.16%	5.01%	$2.63
ALV.DE	0.14%	4.33%	$13.8
2628.HK	0.14%	2.98%	$0.47
SREN.ZU	0.13%	3.99%	$6.22
2601.HK	0.13%	3.6%	$1.12
PRU	0.11%	5.24%	$5.1
1299.HK	0.08%	2.49%	$1.61
CRBG	0.08%	2.95%	$0.92
MET	0.07%	2.85%	$2.11
UNM	0.06%	2.32%	$1.46
AIG	0.06%	2.14%	$1.48
AFL	0.06%	2.09%	$1.84
EG	0.06%	2.33%	$7.25
CI	0.05%	1.96%	$5.26
ALL	0.05%	2.04%	$3.62
EQH	0.05%	2.08%	$0.9
PGR	0.05%	2.27%	$1.15
HIG	0.05%	1.67%	$1.84
TRV	0.05%	1.61%	$4.05
ELV	0.05%	2.01%	$6.22
UNH	0.04%	2.36%	$7.74
RGA	0.04%	1.9%	$3.4
MMC	0.04%	1.83%	$2.84
AIZ	0.04%	1.51%	$2.86
CB	0.03%	1.34%	$3.49
WTW	0.03%	1.12%	$3.44
GL	0.02%	0.78%	$0.93
AJG	0.02%	0.92%	$2.3
AON	0.02%	0.86%	$2.52
RNR	0.02%	0.66%	$1.54
BRO	0.02%	0.7%	$0.51
WRB.US	0.01%	0.45%	$0.45

Next Dividends

Stock	Type	Date	Pay Per Share
GL	Pay Day	Oct 31, 2025	$0.27
AON	Ex-Dividend	Nov 3, 2025	$0.74
MET	Ex-Dividend	Nov 4, 2025	$0.57
01336.HK	Ex-Dividend	Nov 13, 2025	$0.09
MMC	Pay Day	Nov 14, 2025	$0.90
UNM	Pay Day	Nov 14, 2025	$0.46
AON	Pay Day	Nov 14, 2025	$0.74
2628.HK	Pay Day	Nov 18, 2025	$0.03
MET	Pay Day	Dec 9, 2025	$0.57
01336.HK	Pay Day	Dec 12, 2025	$0.09

Performance Metrics

Score 7/10

Beta

0.35

0.8

1.2

Sharpe Ratio

1.1

0.5

Sortino Ratio

1.77

Jensen's Alpha

7.12

-2

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

3.03

0.75

1.25

Information Ratio

-0.3

-1

0.3

0.6

Calmar Ratio

3.02

0.3

0.6

Beta

0.35

0.8

1.2

Sharpe Ratio

1.1

0.5

Sortino Ratio

1.77

Jensen's Alpha

7.12

-2

Omega Ratio

0.81

1.5

2.5

Treynor Ratio

3.03

0.75

1.25

Information Ratio

-0.3

-1

0.3

0.6

Calmar Ratio

3.02

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

11.98

High:

WTW

229.46

Low:

CRBG

-59.8

Details

PEG Ratio

76.68

High:

MMC

869.26

Low:

01336.HK

2.44

Details

Price/Book

1.95

High:

AON

9.29

Low:

EQH

-186.71

Details

Price/Sales

High:

AJG

5.88

Low:

0.31

Details

Price/CF

3.11

High:

AJG

39.32

Low:

2628.HK

0.77

Details

Price/FCF

3.58

High:

PRU

217.89

Low:

01336.HK

0.82

Details