Portfolio of InsuranceWorld on eToro

InsuranceWorld

🇬🇧 Stock Smart Portfolio.

449 copiers.

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

Summary

-2.93%

This Month

+10.08%

Year To Date

+41.73%

2 Years

+49.9%

5 Years

+49.9%

10 Years

+22.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
94.67%
🏥 Health Services
3.81%
💵 Cash
2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
64.17%
🇭🇰 Hong Kong Exchanges
19.71%
🇺🇸 Nasdaq
5.29%
🇩🇪 FRA
3.17%
🇫🇷 Euronext Paris
3.09%
🇨🇭 SIX
3.06%

Countries Breakdown

Country
Total

🇺🇸 United States
54.38%
🇨🇳 China
16.19%
🇧🇲 Bermuda
7.14%
🇨🇭 Switzerland
5.57%
🇭🇰 Hong Kong
3.52%
🇩🇪 Germany
3.17%
🇫🇷 France
3.09%
🇬🇧 United Kingdom
2.86%
🇮🇪 Ireland
2.56%

Dividends

Dividend Yield

2.48%

34 out of 35 instruments pay dividend.

16 dividend payments in the next 30 days.

Highest Dividend: $01336.HK (6.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
01336.HK	0.32%	6.2%	$0.85
CS.PA	0.17%	5.42%	$1.98
2318.HK	0.17%	5.05%	$2.63
ALV.DE	0.14%	4.43%	$13.8
2628.HK	0.14%	3.33%	$0.47
SREN.ZU	0.13%	4.35%	$6.22
2601.HK	0.13%	3.73%	$1.12
PRU	0.11%	5.24%	$5.1
1299.HK	0.08%	2.41%	$1.61
CRBG	0.08%	3.03%	$0.92
MET	0.07%	2.83%	$2.11
UNM	0.06%	2.32%	$1.46
AIG	0.06%	2.23%	$1.48
AFL	0.06%	2.08%	$1.84
EG	0.06%	2.42%	$7.25
CI	0.05%	2.02%	$5.26
ALL	0.05%	2%	$3.62
EQH	0.05%	1.93%	$0.9
PGR	0.05%	2%	$1.15
HIG	0.05%	1.6%	$1.84
TRV	0.05%	1.58%	$4.05
ELV	0.05%	2.18%	$6.22
UNH	0.04%	2.54%	$7.74
RGA	0.04%	1.93%	$3.4
MMC	0.04%	1.7%	$2.84
AIZ	0.04%	1.56%	$2.86
CB	0.03%	1.38%	$3.49
WTW	0.03%	1.09%	$3.44
GL	0.02%	0.75%	$0.93
AJG	0.02%	0.87%	$2.3
AON	0.02%	0.8%	$2.52
RNR	0.02%	0.67%	$1.54
BRO	0.02%	0.66%	$0.51
WRB.US	0.02%	0.48%	$0.45

Next Dividends

Stock	Type	Date	Pay Per Share
CI	Pay Day	Sep 18, 2025	$1.51
AJG	Pay Day	Sep 19, 2025	$0.65
EG	Pay Day	Sep 19, 2025	$2.00
UNH	Pay Day	Sep 23, 2025	$2.21
1299.HK	Pay Day	Sep 23, 2025	$0.06
ELV	Pay Day	Sep 25, 2025	$1.71
AIZ	Pay Day	Sep 29, 2025	$0.80
TRV	Pay Day	Sep 30, 2025	$1.10
AIG	Pay Day	Sep 30, 2025	$0.45
CRBG	Pay Day	Sep 30, 2025	$0.24
WTW	Ex-Dividend	Sep 30, 2025	$0.92
RNR	Pay Day	Sep 30, 2025	$0.40
ALL	Pay Day	Oct 1, 2025	$1.00
PGR	Ex-Dividend	Oct 2, 2025	$0.10
HIG	Pay Day	Oct 2, 2025	$0.52
CB	Pay Day	Oct 3, 2025	$0.97
GL	Ex-Dividend	Oct 3, 2025	$0.27
2628.HK	Ex-Dividend	Oct 9, 2025	$0.03
PGR	Pay Day	Oct 10, 2025	$0.10
WTW	Pay Day	Oct 15, 2025	$0.92
2318.HK	Pay Day	Oct 24, 2025	$0.13
GL	Pay Day	Oct 31, 2025	$0.27
2628.HK	Pay Day	Nov 18, 2025	$0.03

Performance Metrics

Score 7.1/10

Beta

0.36

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

1.83

Jensen's Alpha

7.87

-2

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

3.12

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

3.14

0.3

0.6

Beta

0.36

0.8

1.2

Sharpe Ratio

1.14

0.5

Sortino Ratio

1.83

Jensen's Alpha

7.87

-2

Omega Ratio

0.86

1.5

2.5

Treynor Ratio

3.12

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

3.14

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

12.07

High:

WTW

231.13

Low:

CRBG

-58.13

Details

PEG Ratio

75.13

High:

MMC

775.29

Low:

01336.HK

2.09

Details

Price/Book

1.95

High:

AON

9.81

Low:

EQH

-201.69

Details

Price/Sales

1.01

High:

AJG

6.11

Low:

0.3

Details

Price/CF

3.34

High:

AJG

39.32

Low:

2628.HK

0.77

Details

Price/FCF

3.86

High:

PRU

217.89

Low:

01336.HK

0.82

Details