Core-Equity avatar

Core-Equity
šŸ‡øšŸ‡Ŗ Diversified ETF Investor.
4,226 copiers.
JULY
+2.99%
YEAR TO DATE
+8.58%
1 YEAR
+15.54%
5 YEARS
+33.32%
ANNUALIZED RETURN
+17.86%
TRACK RECORD
1.8 years

About Core-Equity

Introducing Core Equity, crafted for investors with an assertive approach to capital growth. This portfolio is dedicated to those with a high risk tolerance, seeking to maximize long-term returns through a focused equity strategy.

Key Highlights:

š—˜š—¾š˜‚š—¶š˜š˜†-š——š—æš—¶š˜ƒš—²š—»: Concentrated in stocks for maximum growth potential.
Assertive Approach: Ideal for investors embracing higher risk for greater rewards.
š—”š˜€š˜€š—²š—æš˜š—¶š˜ƒš—² š—”š—½š—½š—æš—¼š—®š—°š—µ: Access to diverse equity markets and sectors.
š—˜š˜…š—½š—²š—æš˜ š—”š—¹š—¹š—¼š—°š—®š˜š—¶š—¼š—»: Leveraging BlackRock's expertise for precision in asset allocation.

Core Equity is designed for investors aiming for ambitious capital growth, emphasizing the power of equities in building a vigorous financial future. It's a testament to the significance of a core investment in pursuing aggressive growth strategies.

Embark on the Core Equity journey

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    4,226

    Assets Under Copy

    $5M+

    Risk Score

    3

    Trades

    Most Traded

    iShares MSCI USA ESG Enhanced UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETFiShares Core MSCI Pacific ex-Japan UCITS ETFiShares MSCI USA UCITS ETFiShares Core S&P 500 UCITS ETF

    Win Rate

    Trade Stats

    Average Profit: +14.71%

    Average Duration: 353 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during July 2025

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    SXR1.DE
    BUY SXR1.DE
    +17.24%1 year2 months ago$153.74$177.82+1.11%
    SXR1.DE
    BUY SXR1.DE
    +17.26%1 year2 months ago$153.74$177.86+1.09%
    EDMU.DE
    BUY EDMU.DE
    +14.07%1 year2 months ago$8.433$9.511+2.26%
    EDMU.DE
    BUY EDMU.DE
    +20.86%1 year2 months ago$8.693$9.511+2.26%
    CSUS.L
    BUY CSUS.L
    +8.3%3 months2 months ago$589.74$638.7+0.36%
    CSPX.L
    BUY CSPX.L
    +6.59%7 months2 months ago$620.9$661.82+0.33%
    IJPE.L
    BUY IJPE.L
    +14.23%10 months2 months ago$89.38$95.76+1.88%
    IJPE.L
    BUY IJPE.L
    +19.11%7 months2 months ago$89.77$95.76+1.88%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -8.21%
      Feb 2025Jun 20254
      -1.99%
      Apr 2024Jun 20242
      -1.59%
      Dec 2024Jan 20251
      -0.12%
      Aug 2024Sep 20241

      Performance Metrics

      Score 6.1/10

      Beta

      0.76
      0.76
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      1.28
      1.28
      0
      0.5
      1
      2
      2

      Sortino Ratio

      2.53
      2.53
      0
      1
      2
      3
      3

      Jensen's Alpha

      0.59
      0.59
      -2
      0
      2
      4.5
      4.5

      Omega Ratio

      0.68
      0.68
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.46
      1.46
      0
      0.75
      1.25
      2
      2

      Information Ratio

      -0.56
      -0.56
      -1
      0.3
      0.6
      1
      1

      Calmar Ratio

      2.3
      2.3
      0
      0.3
      0.6
      3
      3

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • šŸ“Š ETFs
        100%
      • šŸ’µ Cash
        0%

      Exchanges Breakdown

      • Exchange
      • Total
      • šŸ‡©šŸ‡Ŗ Xetra ETFs
        58.58%
      • šŸ‡¬šŸ‡§ LSE
        41.42%

      Countries Breakdown

      • Country
      • Total

        Dividends

        Dividend Yield

        0.09%

        1 out of 16 instruments pay dividend.

        0 dividend payments in the next 30 days.

        Highest Dividend: $ISF.L (3.5%)

        Dividend Yield Breakdown

        Instrument
        Portfolio Yield
        Company Yield
        Per Share
        ISF.L
        ISF.L
        0.09%
        3.5%
        -

        Next Dividends

        Stock
        Type
        Date
        Pay Per Share

        Portfolio Holdings

        (As of July 31, 2025)

        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