Portfolio of InsuranceWorld on eToro

InsuranceWorld

🇬🇧 Stock Smart Portfolio.

493 copiers.

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

Summary

+0.08%

Today

+0.08%

This Month

+10.96%

Year To Date

+42.92%

2 Years

+51.1%

5 Years

+25.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
92.02%
🏥 Health Services
6.96%
💵 Cash
1.32%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
66.57%
🇭🇰 Hong Kong Exchanges
17.86%
🇺🇸 Nasdaq
5.16%
🇫🇷 Euronext Paris
3.23%
🇩🇪 FRA
3.15%
🇨🇭 SIX
3.02%

Countries Breakdown

Country
Total

🇺🇸 United States
56.6%
🇨🇳 China
14.46%
🇧🇲 Bermuda
7.28%
🇨🇭 Switzerland
5.64%
🇭🇰 Hong Kong
3.4%
🇫🇷 France
3.23%
🇩🇪 Germany
3.15%
🇬🇧 United Kingdom
2.67%
🇮🇪 Ireland
2.56%

Dividends

Dividend Yield

2.48%

34 out of 35 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $01336.HK (6.4%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
01336.HK	0.32%	6.4%	$0.85
CS.PA	0.17%	5.26%	$1.98
2318.HK	0.17%	5.58%	$2.63
ALV.DE	0.14%	4.51%	$13.8
SREN.ZU	0.13%	4.45%	$6.22
2601.HK	0.13%	4.4%	$1.12
2628.HK	0.13%	3.9%	$0.47
PRU	0.12%	4.88%	$5.1
1299.HK	0.08%	2.45%	$1.61
CRBG	0.08%	2.66%	$0.92
MET	0.07%	2.75%	$2.11
UNM	0.06%	2.07%	$1.46
AIG	0.06%	2%	$1.48
EG	0.06%	2.4%	$7.25
AFL	0.06%	2.09%	$1.84
CI	0.05%	1.82%	$5.26
ALL	0.05%	1.97%	$3.62
PGR	0.05%	1.9%	$1.15
EQH	0.05%	1.77%	$0.9
HIG	0.05%	1.65%	$1.84
TRV	0.05%	1.65%	$4.05
ELV	0.05%	1.91%	$6.22
UNH	0.04%	2.77%	$7.74
RGA	0.04%	1.82%	$3.4
MMC	0.04%	1.53%	$2.84
AIZ	0.04%	1.63%	$2.86
CB	0.03%	1.32%	$3.49
WTW	0.03%	1.18%	$3.44
GL	0.02%	0.85%	$0.93
AJG	0.02%	0.79%	$2.3
AON	0.02%	0.79%	$2.52
RNR	0.02%	0.67%	$1.54
BRO	0.01%	0.54%	$0.51
WRB.US	0.01%	0.47%	$0.45

Next Dividends

Stock	Type	Date	Pay Per Share
01336.HK	Ex-Dividend	Jul 10, 2025	$0.28
WTW	Pay Day	Jul 15, 2025	$0.92
2601.HK	Pay Day	Jul 18, 2025	$0.15
GL	Pay Day	Aug 1, 2025	$0.27
01336.HK	Pay Day	Aug 8, 2025	$0.28
2628.HK	Pay Day	Aug 21, 2025	$0.06

Performance Metrics

Score 7.1/10

Beta

0.38

0.8

1.2

Sharpe Ratio

1.15

0.5

Sortino Ratio

1.83

Jensen's Alpha

8.19

-2

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

3.01

0.75

1.25

Information Ratio

-0.12

-1

0.3

0.6

Calmar Ratio

3.2

0.3

0.6

Beta

0.38

0.8

1.2

Sharpe Ratio

1.15

0.5

Sortino Ratio

1.83

Jensen's Alpha

8.19

-2

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

3.01

0.75

1.25

Information Ratio

-0.12

-1

0.3

0.6

Calmar Ratio

3.2

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

12.74

High:

AJG

48.57

Low:

WTW

-596.75

Details

PEG Ratio

92.19

High:

MMC

770.55

Low:

01336.HK

2.53

Details

Price/Book

2.02

High:

EQH

19.14

Low:

2318.HK

0.9

Details

Price/Sales

1.04

High:

AJG

6.86

Low:

0.34

Details

Price/CF

3.5

High:

PRU

51.32

Low:

01336.HK

0.46

Details

Price/FCF

4.05

High:

MMC

46.23

Low:

01336.HK

0.48

Details