Core-Dynamic's Factsheet • July 31, 2026
JULY
-0.99%
YEAR TO DATE
+8.31%
1 YEAR
+16.14%
ALL TIME
+52.34%
ANNUALIZED RETURN
+16.54%
TRACK RECORD
2.8 years
About Core-Dynamic
Discover Core Dynamic, designed for investors seeking to elevate their portfolios with a growth-oriented strategy. This portfolio embodies a higher risk tolerance, offering a dynamic pathway to capital appreciation and wealth accumulation.
Key Highlights:
𝗚𝗿𝗼𝘄𝘁𝗵 𝗙𝗼𝗰𝘂𝘀: Primarily equities for higher growth potential.
𝗘𝗹𝗲𝘃𝗮𝘁𝗲𝗱 𝗥𝗶𝘀𝗸: Suited for investors comfortable with market volatility.
𝗚𝗹𝗼𝗯𝗮𝗹 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: Access to a broad range of sectors and markets.
𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻: BlackRock's insights ensure optimal asset distribution.
Core Dynamic is tailored for investors looking to pursue growth while managing a higher level of risk. It highlights the importance of a core investment strategy in achieving ambitious financial goals.
Join the Core Dynamic journey and unlock the potential for growth in your investment portfolio.
Key Highlights:
𝗚𝗿𝗼𝘄𝘁𝗵 𝗙𝗼𝗰𝘂𝘀: Primarily equities for higher growth potential.
𝗘𝗹𝗲𝘃𝗮𝘁𝗲𝗱 𝗥𝗶𝘀𝗸: Suited for investors comfortable with market volatility.
𝗚𝗹𝗼𝗯𝗮𝗹 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: Access to a broad range of sectors and markets.
𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻: BlackRock's insights ensure optimal asset distribution.
Core Dynamic is tailored for investors looking to pursue growth while managing a higher level of risk. It highlights the importance of a core investment strategy in achieving ambitious financial goals.
Join the Core Dynamic journey and unlock the potential for growth in your investment portfolio.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
2,260
Assets Under Copy
$5M+
Risk Score
3
Type
Smart Portfolio
Copiers
2,260
Assets Under Copy
$5M+
Risk Score
3
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.83% | Mar 2026 | Apr 2026 | 1 |
-6.09% | Feb 2025 | Jun 2025 | 4 |
-1.8% | Apr 2024 | Jun 2024 | 2 |
-1.77% | Dec 2024 | Jan 2025 | 1 |
-1.72% | Jun 2026 | - | 2 |
-0.06% | Nov 2025 | Dec 2025 | 1 |
-0.02% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 5.6/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.16
2.16
0
1
2
3
3
Jensen's Alpha
-0.8
-0.8
-2
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
2.5
2.5
0
0.3
0.6
3
3
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.16
2.16
0
1
2
3
3
Jensen's Alpha
-0.8
-0.8
-2
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
2.5
2.5
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous97.4%
- 💵 Cash3.04%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE84.18%
- 🇳🇱 Euronext Amsterdam13.22%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
1 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (0.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results