Core-Equity avatar

Core-Equity
šŸ‡¬šŸ‡§ Diversified ETF Investor.
4,520 copiers.
MARCH
-4.55%
YEAR TO DATE
-3.61%
1 YEAR
+9.4%
5 YEARS
+18.35%
ANNUALIZED RETURN
+12.63%
TRACK RECORD
1.4 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—暝—¶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—暝˜š—¶š˜ƒš—² š—”š—½š—½š—暝—¼š—®š—°š—µ: Access to diverse equity markets and sectors.
š—˜š˜…š—½š—²š—暝˜ 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

    4,520

    Assets Under Copy

    $5M+

    Risk Score

    4

    Trades

    Most Traded

    iShares MSCI USA UCITS ETFiShares Core MSCI EMU UCITS ETF EURiShares S&P 500 Information Technology Sector UCITS ETFiShares Physical Gold ETCiShares Core FTSE 100 UCITS ETF (Dist)iShares MSCI USA ESG Enhanced UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETFiShares Core MSCI Pacific ex-Japan UCITS ETF

    Win Rate

    Trade Stats

    Average Profit: +14.1%

    Average Duration: 293 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during March 2025

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    IJPE.L
    BUY IJPE.L
    		-1.45%6 months1 month ago$89.38$92.72-3.01%
    QDVE.DE
    BUY QDVE.DE
    		+15.92%10 months1 month ago$25.96$30.58-10.09%
    QDVE.DE
    BUY QDVE.DE
    		+21.58%1 year1 month ago$25.065$30.58-10.09%
    SXR1.DE
    BUY SXR1.DE
    		+15.97%1 year1 month ago$153.74$178.76-3.83%
    ISF.L
    BUY ISF.L
    		+18.05%1 year1 month ago$736.7$867.9-3.06%
    EDMU.DE
    BUY EDMU.DE
    		+20.94%1 year1 month ago$8.433$10.234-8.39%
    PPFB.DE
    BUY PPFB.DE
    		+9.68%3 months1 month ago$48.508$53.49+5.07%
    SXR7.DE
    BUY SXR7.DE
    		+6.92%6 months1 month ago$176.08$198.17-3.25%
    SXR7.DE
    BUY SXR7.DE
    		+20.51%1 year1 month ago$163.88$198.16-3.25%
    SXR4.DE
    BUY SXR4.DE
    		+22.94%1 year1 month ago$470.27$580.34-8.12%
    SXR4.DE
    BUY SXR4.DE
    		+16.6%10 months1 month ago$489.6599$580.34-8.12%
    SXR4.DE
    BUY SXR4.DE
    		+1.56%3 months1 month ago$568.3$580.34-8.12%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -7.17%
      		Feb 2025-2
      -1.99%
      		Apr 2024Jun 20242
      -1.59%
      		Dec 2024Jan 20251
      -0.12%
      		Aug 2024Sep 20241

      Performance Metrics

      Score 5.3/10

      Beta

      0.71
      0.71
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.84
      0.84
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      1.48
      1.48
      0
      1
      2
      3
      3

      Jensen's Alpha

      0.36
      0.36
      -2
      0
      2
      4.5
      4.5

      Omega Ratio

      0.74
      0.74
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1
      1
      0
      0.75
      1.25
      2
      2

      Information Ratio

      -0.45
      -0.45
      -1
      0.3
      0.6
      1
      1

      Calmar Ratio

      1.88
      1.88
      0
      0.3
      0.6
      2
      2

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • šŸ“Š ETFs
        99.99%
      • šŸ’µ Cash
        0.01%

      Exchanges Breakdown

      • Exchange
      • Total
      • šŸ‡©šŸ‡Ŗ Xetra ETFs
        57.8%
      • šŸ‡¬šŸ‡§ LSE
        42.19%

      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 (3.52%)

        Dividend Yield Breakdown

        Instrument
        Portfolio Yield
        Company Yield
        Per Share
        ISF.L
        ISF.L
        0.06%
        3.52%
        -

        Next Dividends

        Stock
        Type
        Date
        Pay Per Share

        Portfolio Holdings

        (As of March 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