JUNE
+3.61%
YEAR TO DATE
+5.43%
1 YEAR
+12.05%
5 YEARS
+29.45%
ANNUALIZED RETURN
+16.75%
TRACK RECORD
1.7 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:
šš¾šš¶šš-ššæš¶šš²š»: Concentrated in stocks for maximum growth potential.
Assertive Approach: Ideal for investors embracing higher risk for greater rewards.
šššš²šæšš¶šš² šš½š½šæš¼š®š°šµ: Access to diverse equity markets and sectors.
šš š½š²šæš šš¹š¹š¼š°š®šš¶š¼š»: 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
Key Highlights:
šš¾šš¶šš-ššæš¶šš²š»: Concentrated in stocks for maximum growth potential.
Assertive Approach: Ideal for investors embracing higher risk for greater rewards.
šššš²šæšš¶šš² šš½š½šæš¼š®š°šµ: Access to diverse equity markets and sectors.
šš š½š²šæš šš¹š¹š¼š°š®šš¶š¼š»: 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
4,229
Assets Under Copy
$5M+
Risk Score
5
Type
Smart Portfolio
Copiers
4,229
Assets Under Copy
$5M+
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.21% | Feb 2025 | Jun 2025 | 4 |
-1.99% | Apr 2024 | Jun 2024 | 2 |
-1.59% | Dec 2024 | Jan 2025 | 1 |
-0.12% | Aug 2024 | Sep 2024 | 1 |
Performance Metrics
Score 6/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
0.56
0.56
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
0.56
0.56
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Diversification
Sectors Breakdown
- Sector
- Total
- š ETFs99.96%
- šµ Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- š©šŖ Xetra ETFs56.84%
- š¬š§ LSE43.12%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.06%
1 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (3.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0.06% | 3.54% | - |
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