DECEMBER
-7.9%
2024
+31.14%
2 YEARS
+85.45%
5 YEARS
+85.45%
ANNUALIZED RETURN
+58.92%
TRACK RECORD
1.8 years
About Fin-Tech
FinTech is used to describe new tech that seeks to improve and automate the delivery and use of financial services, removing frictions that the current players apply. It helps companies, business owners, and consumers better manage their financial operations, processes, and lives by utilising specialised software and algorithms used on computers and smartphones.
A variety of financial activities are under the FinTech scope, such as money transfers, depositing a check with your smartphone, bypassing a bank branch to apply for credit, raising money in the form of a loan for a business and individuals, trade and managing investments with a robo-advisor, hiring insurance digitally, and more.
eToro's Fin-Tech Smart Portfolio allocates capital to stocks, based on eToro’s asset universe, of global companies from the FinTech domain, such as PayTech, LendTech, RegTech, InsurTech, WealthTech, Digital Banking and others.
The minimum investment amount for this portfolio is $500.
A variety of financial activities are under the FinTech scope, such as money transfers, depositing a check with your smartphone, bypassing a bank branch to apply for credit, raising money in the form of a loan for a business and individuals, trade and managing investments with a robo-advisor, hiring insurance digitally, and more.
eToro's Fin-Tech Smart Portfolio allocates capital to stocks, based on eToro’s asset universe, of global companies from the FinTech domain, such as PayTech, LendTech, RegTech, InsurTech, WealthTech, Digital Banking and others.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
973
Assets Under Copy
$1M-$2M
Risk Score
5
Type
Smart Portfolio
Copiers
973
Assets Under Copy
$1M-$2M
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.88% | Aug 2023 | Dec 2023 | 4 |
-8.13% | Apr 2024 | Jul 2024 | 3 |
-7.9% | Dec 2024 | - | 1 |
-5.28% | Jan 2024 | Feb 2024 | 1 |
Performance Metrics
Score 7.4/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
4.33
4.33
-2
0
2
5
5
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
4.33
4.33
-2
0
2
5
5
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance40.69%
- 🖥️ Technology Services38.31%
- 💵 Cash12.3%
- 💼 Commercial Services9.86%
- 🛍️ Retail Trade2.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.74%
- 🇺🇸 NYSE35.45%
- 🇬🇧 LSE4.36%
- 🇳🇱 Euronext Amsterdam2.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69%
- 🇬🇧 United Kingdom4.86%
- 🇰🇾 Cayman Islands3.24%
- 🇭🇰 Hong Kong2.82%
- 🇨🇳 China2.67%
- 🇳🇱 Netherlands2.4%
- 🇺🇾 Uruguay2.09%
- 🇮🇪 Ireland2.03%
- 🇧🇷 Brazil1.84%
Dividends
Dividend Yield
0.35%
13 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $FINV (3.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FINV | 0.09% | 3.4% | $0.24 |
 FIS | 0.05% | 1.83% | $1.76 |
 BR | 0.03% | 1.45% | $3.2 |
 SSNC | 0.03% | 1.24% | $0.96 |
 WTW | 0.03% | 1.1% | $3.44 |
 JKHY | 0.03% | 1.27% | $2.14 |
 EXPN.L | 0.03% | 1.28% | $0.46 |
 MKTX | 0.02% | 1.33% | $2.92 |
 IBKR | 0.02% | 0.45% | $0.55 |
 INTU | 0.01% | 0.64% | $3.6 |
 EFX | 0.01% | 0.59% | $1.56 |
 TW | 0.01% | 0.31% | $0.38 |
 XP | 0% | 0.01% | $0 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
EXPN.L | Pay Day | Feb 7 | $0.19 |
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