Portfolio of InsuranceWorld on eToro

InsuranceWorld

🇬🇧 Stock Smart Portfolio.

461 copiers.

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

Summary

+0.28%

Today

+0.28%

This Month

+9.51%

Year To Date

+42.38%

2 Years

+49.13%

5 Years

+28.71%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
91.14%
🏥 Health Services
8.57%
💵 Cash
0.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.08%
🇭🇰 Hong Kong Exchanges
14.94%
🇺🇸 Nasdaq
5.56%
🇩🇪 FRA
3.12%
🇫🇷 Euronext Paris
3.01%
🇨🇭 SIX
2.99%

Countries Breakdown

Country
Total

🇺🇸 United States
59.45%
🇨🇳 China
12.12%
🇧🇲 Bermuda
7.67%
🇨🇭 Switzerland
5.77%
🇩🇪 Germany
3.12%
🇫🇷 France
3.01%
🇬🇧 United Kingdom
2.9%
🇮🇪 Ireland
2.85%
🇭🇰 Hong Kong
2.82%

Dividends

Dividend Yield

2.32%

34 out of 35 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $01336.HK (8.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
01336.HK	0.3%	8.04%	$0.85
CS.PA	0.16%	5.33%	$1.98
2318.HK	0.16%	5.61%	$2.63
ALV.DE	0.13%	4.32%	$13.8
SREN.ZU	0.13%	4.29%	$6.22
2601.HK	0.12%	4.28%	$1.12
PRU	0.11%	4.69%	$5.1
2628.HK	0.08%	2.92%	$0.47
1299.HK	0.08%	2.92%	$1.61
CRBG	0.08%	2.94%	$0.92
MET	0.07%	2.66%	$2.11
UNM	0.06%	1.97%	$1.46
EG	0.06%	2.2%	$7.25
AIG	0.06%	1.83%	$1.48
PGR	0.05%	1.75%	$1.15
AFL	0.05%	1.86%	$1.84
CI	0.05%	1.73%	$5.26
ALL	0.05%	1.83%	$3.62
EQH	0.05%	1.76%	$0.9
TRV	0.05%	1.6%	$4.05
HIG	0.05%	1.59%	$1.84
ELV	0.05%	1.54%	$6.22
CB	0.04%	1.6%	$3.49
UNH	0.04%	1.61%	$7.74
RGA	0.04%	1.77%	$3.4
MMC	0.04%	1.34%	$2.84
AIZ	0.04%	1.44%	$2.86
WTW	0.03%	1.06%	$3.44
AJG	0.02%	0.72%	$2.3
GL	0.02%	0.75%	$0.93
AON	0.02%	0.68%	$2.52
RNR	0.02%	0.63%	$1.54
WRB.US	0.01%	0.46%	$0.45
BRO	0.01%	0.45%	$0.51

Next Dividends

Instrument	Type	Date	Pay Per Share
PGR	Ex-Dividend	Apr 3	$0.10
MMC	Ex-Dividend	Apr 3	$0.82
GL	Ex-Dividend	Apr 3	$0.27
CB	Pay Day	Apr 4	$0.91
PGR	Pay Day	Apr 11	$0.10
WTW	Pay Day	Apr 15	$0.92
GL	Pay Day	May 1	$0.27
CS.PA	Ex-Dividend	May 5	$2.25
CS.PA	Pay Day	May 7	$2.25
MMC	Pay Day	May 15	$0.82
1299.HK	Ex-Dividend	May 28	$0.17
1299.HK	Pay Day	Jun 12	$0.17
2628.HK	Ex-Dividend	Jul 2	$0.06
2628.HK	Pay Day	Aug 21	$0.06

Performance Metrics

Score 7.5/10

Beta

0.39

0.8

1.2

Sharpe Ratio

1.26

0.5

Sortino Ratio

2.05

Jensen's Alpha

10.59

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

3.21

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

3.47

0.3

0.6

Beta

0.39

0.8

1.2

Sharpe Ratio

1.26

0.5

Sortino Ratio

2.05

Jensen's Alpha

10.59

-2

Omega Ratio

1.14

1.5

2.5

Treynor Ratio

3.21

0.75

1.25

Information Ratio

0.18

0.3

0.6

Calmar Ratio

3.47

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

15.8

High:

AJG

52.69

Low:

WTW

-333.66

Details

PEG Ratio

258.29

High:

AON

2,405.87

Low:

ALL

0.79

Details

Price/Book

2.4

High:

EQH

207.76

Low:

2601.HK

0.78

Details

Price/Sales

1.16

High:

BRO

7.33

Low:

0.38

Details

Price/CF

4.26

High:

1299.HK

50.18

Low:

01336.HK

0.34

Details

Price/FCF

5.39

High:

MMC

42.6

Low:

01336.HK

0.35

Details