Portfolio of InsuranceWorld on eToro

InsuranceWorld

🇬🇧 Stock Smart Portfolio.

472 copiers.

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

Summary

Today

-5.58%

This Month

+3.7%

Year To Date

+34.83%

2 Years

+41.22%

5 Years

+24.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
90.86%
🏥 Health Services
8.72%
💵 Cash
0.51%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.06%
🇭🇰 Hong Kong Exchanges
14.07%
🇺🇸 Nasdaq
5.69%
🇩🇪 FRA
3.31%
🇫🇷 Euronext Paris
3.23%
🇨🇭 SIX
3.21%

Countries Breakdown

Country
Total

🇺🇸 United States
59.25%
🇨🇳 China
11.35%
🇧🇲 Bermuda
7.93%
🇨🇭 Switzerland
6.02%
🇩🇪 Germany
3.31%
🇫🇷 France
3.23%
🇬🇧 United Kingdom
2.96%
🇮🇪 Ireland
2.8%
🇭🇰 Hong Kong
2.72%

Dividends

Dividend Yield

2.5%

34 out of 35 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $01336.HK (9.33%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
01336.HK	0.32%	9.33%	$0.85
CS.PA	0.18%	5.42%	$1.98
2318.HK	0.17%	6.29%	$2.63
ALV.DE	0.15%	4.43%	$13.8
SREN.ZU	0.14%	4.24%	$6.22
2601.HK	0.13%	5.07%	$1.12
PRU	0.12%	5.28%	$5.1
2628.HK	0.09%	3.34%	$0.47
1299.HK	0.09%	3.24%	$1.61
CRBG	0.08%	3.36%	$0.92
MET	0.07%	3%	$2.11
UNM	0.06%	2.21%	$1.46
AIG	0.06%	1.97%	$1.48
EG	0.06%	2.29%	$7.25
CI	0.06%	1.73%	$5.26
AFL	0.06%	1.94%	$1.84
PGR	0.06%	1.85%	$1.15
ALL	0.06%	1.93%	$3.62
EQH	0.05%	2.05%	$0.9
TRV	0.05%	1.66%	$4.05
HIG	0.05%	1.68%	$1.84
ELV	0.05%	1.55%	$6.22
CB	0.05%	1.68%	$3.49
UNH	0.04%	1.85%	$7.74
RGA	0.04%	1.91%	$3.4
MMC	0.04%	1.48%	$2.84
AIZ	0.04%	1.61%	$2.86
WTW	0.03%	1.11%	$3.44
GL	0.02%	0.82%	$0.93
AJG	0.02%	0.74%	$2.3
AON	0.02%	0.75%	$2.52
RNR	0.02%	0.65%	$1.54
BRO	0.02%	0.48%	$0.51
WRB.US	0.02%	0.47%	$0.45

Next Dividends

Stock	Type	Date	Pay Per Share
UNM	Ex-Dividend	Apr 25, 2025	$0.42
GL	Pay Day	May 1, 2025	$0.27
AON	Ex-Dividend	May 1, 2025	$0.74
CS.PA	Ex-Dividend	May 5, 2025	$2.25
CS.PA	Pay Day	May 7, 2025	$2.25
MMC	Pay Day	May 15, 2025	$0.82
AON	Pay Day	May 15, 2025	$0.74
UNM	Pay Day	May 16, 2025	$0.42
1299.HK	Ex-Dividend	May 28, 2025	$0.17
TRV	Ex-Dividend	Jun 10, 2025	$1.10
1299.HK	Pay Day	Jun 12, 2025	$0.17
TRV	Pay Day	Jun 30, 2025	$1.10
2628.HK	Ex-Dividend	Jul 2, 2025	$0.06
2628.HK	Pay Day	Aug 21, 2025	$0.06

Performance Metrics

Score 7.5/10

Beta

0.38

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

2.08

Jensen's Alpha

11.07

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

3.38

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

3.53

0.3

0.6

Beta

0.38

0.8

1.2

Sharpe Ratio

1.28

0.5

Sortino Ratio

2.08

Jensen's Alpha

11.07

-2

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

3.38

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

3.53

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

14.66

High:

AJG

50.45

Low:

WTW

-317.82

Details

PEG Ratio

244.08

High:

AON

2,216.45

Low:

ALL

0.74

Details

Price/Book

2.22

High:

EQH

186.22

Low:

2601.HK

0.66

Details

Price/Sales

1.07

High:

BRO

6.93

Low:

0.38

Details

Price/CF

4.37

High:

1299.HK

50.18

Low:

01336.HK

0.34

Details

Price/FCF

5.51

High:

MMC

44.82

Low:

01336.HK

0.35

Details